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aiyoh79

aiyoh79

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2021-12-18

High risk high gain

Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production

2021-12-17

Sure create confusion with tpg mobile

TPG Heads for IPO as It Cashes In on Buyout Industry’s Boom

2021-12-17

So when can start bargain hunting?

Nasdaq ends sharply lower as investors dump growth stocks

2021-12-03

Can consider when it drops lower

After completing richest SPAC deal yet, Grab stock slumps on first day of trading

2021-11-27

Interesting, wait and see if it drops more so can go bargain hunting

Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today

2021-11-26

Kimly result is good

抱歉，原内容已删除

2021-11-07

Amd is dark horse

Better Buy: Nvidia vs. Advanced Micro Devices

2021-11-05

Strong

Nvidia shares rose more than 3% to a new high

2021-10-22

[微笑]

抱歉，原内容已删除

2021-10-22

Good

Nvidia's top gaming cards are hard to buy, but now you can rent them

2021-10-21

No

Is Amazon Stock a Buy Ahead of Earnings?

2021-10-21

Yes

Emotional Perceptions Shouldn’t Drive Your Carnival Stock Decision

2021-10-20

[财迷]

抱歉，原内容已删除

2021-10-20

Unreal

抱歉，原内容已删除

2021-10-20

[财迷]

Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance

2021-10-14

[微笑]

Apple Finally Falls Victim to Never-Ending Supply Chain Crisis

2021-10-12

Wait for the dip

Nvidia Is Set To Turn Into A Cash Machine

2021-10-12

[财迷]

Another Earnings Season Is Here. What to Expect This Time.

2021-10-10

Waiting for the crash

Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way

2021-10-09

Wow

WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014

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risk high gain","listText":"High risk high gain","text":"High risk high gain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699125633","repostId":"1125012423","repostType":4,"repost":{"id":"1125012423","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639751833,"share":"https://www.laohu8.com/m/news/1125012423?lang=&edition=full","pubTime":"2021-12-17 22:37","market":"us","language":"en","title":"Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production","url":"https://stock-news.laohu8.com/highlight/detail?id=1125012423","media":"Tiger Newspress","summary":"Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.It highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.Rivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.\"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC","content":"<p>Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.<img src=\"https://static.tigerbbs.com/f2cd2f9985fc84125cde2f76f0e9f403\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\">It&nbsp;highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.</p>\n<p>Rivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.</p>\n<p>\"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC Capital Markets analyst Joseph Spak said.</p>\n<p>The company expects production to fall \"a few hundred vehicles short\" of its 2021 target of 1,200 due to supply chain constraints.</p>\n<p>Increasing production of R1T truck, R1S SUV and Amazon's delivery vans within a few months would be akin to \"a really complex orchestra,\" Chief Executive Officer RJ Scaringe said.</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>Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production\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\">2021-12-17 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.<img src=\"https://static.tigerbbs.com/f2cd2f9985fc84125cde2f76f0e9f403\" tg-width=\"764\" tg-height=\"567\" width=\"100%\" height=\"auto\">It&nbsp;highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.</p>\n<p>Rivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.</p>\n<p>\"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC Capital Markets analyst Joseph Spak said.</p>\n<p>The company expects production to fall \"a few hundred vehicles short\" of its 2021 target of 1,200 due to supply chain constraints.</p>\n<p>Increasing production of R1T truck, R1S SUV and Amazon's delivery vans within a few months would be akin to \"a really complex orchestra,\" Chief Executive Officer RJ Scaringe said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125012423","content_text":"Rivian tumbled over 12% in morning trading after it warned supply issues to hit 2021 production.It highlighted the challenges it is likely to face in ramping up production to take on EV leader Tesla Inc.\nRivian also announced plans to build a $5 billion plant to ramp up capacity, while flagging production challenges even as it receives about 2,000 pre-orders every week.\n\"We don't want to read too much into near-term issues ... but it does highlight the risk that Rivian has a lot on its plate,\" RBC Capital Markets analyst Joseph Spak said.\nThe company expects production to fall \"a few hundred vehicles short\" of its 2021 target of 1,200 due to supply chain constraints.\nIncreasing production of R1T truck, R1S SUV and Amazon's delivery vans within a few months would be akin to \"a really complex orchestra,\" Chief Executive Officer RJ Scaringe said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690739608,"gmtCreate":1639707165701,"gmtModify":1639708354181,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Sure create confusion with tpg mobile","listText":"Sure create confusion with tpg mobile","text":"Sure create confusion with tpg mobile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690739608","repostId":"1159478375","repostType":4,"repost":{"id":"1159478375","kind":"news","pubTimestamp":1639703308,"share":"https://www.laohu8.com/m/news/1159478375?lang=&edition=full","pubTime":"2021-12-17 09:08","market":"us","language":"en","title":"TPG Heads for IPO as It Cashes In on Buyout Industry’s Boom","url":"https://stock-news.laohu8.com/highlight/detail?id=1159478375","media":"Bloomberg","summary":"Regulatory filing shows TPG has $109 billion under management\nPrivate equity firms awarding founders","content":"<ul>\n <li>Regulatory filing shows TPG has $109 billion under management</li>\n <li>Private equity firms awarding founders, executives big payouts</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c6255c58902fe0c77e0080d3b0180e\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>Jon Winkelried, chief executive officer of TPG.Photographer: Misha Friedman/Bloomberg</span></p>\n<p>TPG Inc.&nbsp;is going public, seeking to cash in on the boom that has helped buyout peers post bumper results and pay out record compensation.</p>\n<p>The firm, an early investor in businesses such as&nbsp;Uber Technologies Inc.&nbsp;and&nbsp;Airbnb Inc., is now readying for its own share listing, likely unlocking billions of dollars for its founders and executives.</p>\n<p>It’s an industry gold rush the likes of which are rarely seen at publicly traded companies. In recent weeks, TPG’s rivals announced pay packages and incentives for executives that may reach $1 billion per person. Profits are soaring, assets under management are at records, and a Bloomberg index of private-equity managers is up 72% in 2021.</p>\n<p>“Strong demand for private capital’s excess returns drives fundraising across the alternatives categories, benefiting the largest managers the most,” said Paul Gulberg, senior banking analyst at Bloomberg Intelligence. “More assets drive stable fees and profits.”</p>\n<p>TPG is one of the last big private equity firms to join the stock market. Founded as Texas Pacific Group in 1992 by Jim Coulter and David Bonderman, its willingness to take massive bets on unloved or risky companies has often paid off.</p>\n<p>Much of Bonderman’s wealth -- $6.9 billion, according to the&nbsp;Bloomberg Billionaires Index-- is tied up in the estimated value of his TPG stakes. When the firm goes public, he and Coulter will more easily be able to sell their shares and cash out if they wish.</p>\n<p>The firm, along with much of its industry, has been moving to a new generation of leadership. Many of the massive payouts recently at private equity firms have been to the new executives taking over from founders. The packages, in the form of stakes in their firm’s shares, are potentially worth billions.</p>\n<p>At TPG, a group of longtime partners were appointed to new leadership positions, and Coulter stepped down from role as co-chief executive officer.</p>\n<p>TPG had $109 billion of assets under management as of Sept. 30, according to &nbsp;aprospectus&nbsp;filed Thursday. The firm listed an offer size of $100 million, a placeholder amount that will likely change.Carlyle Group Inc., which manages about $293 billion, is currently valued at about $19 billion.</p>\n<p>TPG, which also invests in real estate and hedge funds, has its own SPAC platform.</p>\n<p><b>Compensation Risks</b></p>\n<p>Compensation could take a hit after the firm goes public, TPG said in the prospectus.</p>\n<p>The firm said it may not be able to provide its future senior professionals with equity interests to the same extent or with the same economic and tax consequences as before. It added that its profit margins could also be squeezed if it has to increase compensation to retain and recruit talent.</p>\n<p>But executives at its competitors are being handed lucrative awards in their firm’s shares. Earlier this month, KKR announced new awards for its co-CEO’s potentially worthbillions, following a revamp of pay at&nbsp;Apollo Global Management Inc.&nbsp;that gave its co-presidents a massive stock package.</p>\n<p>JPMorgan Chase &amp; Co.,Goldman Sachs Group Inc.,Morgan Stanley, TPG Capital and Bank of America Corp. are leading the share the offering.</p>\n<p>TPG plans to list on the Nasdaq Global Select Market under the symbol TPG.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TPG Heads for IPO as It Cashes In on Buyout Industry’s Boom</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\">\nTPG Heads for IPO as It Cashes In on Buyout Industry’s Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-16/private-equity-giant-tpg-files-to-go-public-in-the-u-s><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Regulatory filing shows TPG has $109 billion under management\nPrivate equity firms awarding founders, executives big payouts\n\nJon Winkelried, chief executive officer of TPG.Photographer: Misha ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-16/private-equity-giant-tpg-files-to-go-public-in-the-u-s\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","ABNB":"爱彼迎"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-16/private-equity-giant-tpg-files-to-go-public-in-the-u-s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159478375","content_text":"Regulatory filing shows TPG has $109 billion under management\nPrivate equity firms awarding founders, executives big payouts\n\nJon Winkelried, chief executive officer of TPG.Photographer: Misha Friedman/Bloomberg\nTPG Inc. is going public, seeking to cash in on the boom that has helped buyout peers post bumper results and pay out record compensation.\nThe firm, an early investor in businesses such as Uber Technologies Inc. and Airbnb Inc., is now readying for its own share listing, likely unlocking billions of dollars for its founders and executives.\nIt’s an industry gold rush the likes of which are rarely seen at publicly traded companies. In recent weeks, TPG’s rivals announced pay packages and incentives for executives that may reach $1 billion per person. Profits are soaring, assets under management are at records, and a Bloomberg index of private-equity managers is up 72% in 2021.\n“Strong demand for private capital’s excess returns drives fundraising across the alternatives categories, benefiting the largest managers the most,” said Paul Gulberg, senior banking analyst at Bloomberg Intelligence. “More assets drive stable fees and profits.”\nTPG is one of the last big private equity firms to join the stock market. Founded as Texas Pacific Group in 1992 by Jim Coulter and David Bonderman, its willingness to take massive bets on unloved or risky companies has often paid off.\nMuch of Bonderman’s wealth -- $6.9 billion, according to the Bloomberg Billionaires Index-- is tied up in the estimated value of his TPG stakes. When the firm goes public, he and Coulter will more easily be able to sell their shares and cash out if they wish.\nThe firm, along with much of its industry, has been moving to a new generation of leadership. Many of the massive payouts recently at private equity firms have been to the new executives taking over from founders. The packages, in the form of stakes in their firm’s shares, are potentially worth billions.\nAt TPG, a group of longtime partners were appointed to new leadership positions, and Coulter stepped down from role as co-chief executive officer.\nTPG had $109 billion of assets under management as of Sept. 30, according to  aprospectus filed Thursday. The firm listed an offer size of $100 million, a placeholder amount that will likely change.Carlyle Group Inc., which manages about $293 billion, is currently valued at about $19 billion.\nTPG, which also invests in real estate and hedge funds, has its own SPAC platform.\nCompensation Risks\nCompensation could take a hit after the firm goes public, TPG said in the prospectus.\nThe firm said it may not be able to provide its future senior professionals with equity interests to the same extent or with the same economic and tax consequences as before. It added that its profit margins could also be squeezed if it has to increase compensation to retain and recruit talent.\nBut executives at its competitors are being handed lucrative awards in their firm’s shares. Earlier this month, KKR announced new awards for its co-CEO’s potentially worthbillions, following a revamp of pay at Apollo Global Management Inc. that gave its co-presidents a massive stock package.\nJPMorgan Chase & Co.,Goldman Sachs Group Inc.,Morgan Stanley, TPG Capital and Bank of America Corp. are leading the share the offering.\nTPG plans to list on the Nasdaq Global Select Market under the symbol TPG.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690792393,"gmtCreate":1639706845910,"gmtModify":1639708183644,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"So when can start bargain hunting?&nbsp;","listText":"So when can start bargain hunting?&nbsp;","text":"So when can start bargain hunting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690792393","repostId":"2192920942","repostType":4,"repost":{"id":"2192920942","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639694745,"share":"https://www.laohu8.com/m/news/2192920942?lang=&edition=full","pubTime":"2021-12-17 06:45","market":"us","language":"en","title":"Nasdaq ends sharply lower as investors dump growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2192920942","media":"Reuters","summary":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector inde","content":"<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq ends sharply lower as investors dump growth stocks</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 sharply lower as investors dump growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-17 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4554":"元宇宙及AR概念","SDS":"两倍做空标普500ETF","BK4515":"5G概念","SSO":"两倍做多标普500ETF","BK4553":"喜马拉雅资本持仓","TSLA":"特斯拉","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TQQQ":"纳指三倍做多ETF","BK4524":"宅经济概念","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","BK4543":"AI","BK4527":"明星科技股","BK4538":"云计算",".DJI":"道琼斯","BK4501":"段永平概念","LEN":"莱纳建筑公司","SH":"标普500反向ETF","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","DOG":"道指反向ETF",".SPX":"S&P 500 Index","BK4503":"景林资产持仓","OEX":"标普100","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","NVDA":"英伟达","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","BK4088":"住宅建筑","BK4549":"软银资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192920942","content_text":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector indexes, financials rally\n* Lennar slips after missing quarterly profit\n* Indexes: Dow -0.08%, S&P 500 -0.87%, Nasdaq -2.47%\nDec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.\nNvidia,Apple,Microsoft, Amazon and Tesla tumbled between 2.6% and 6.8%, hitting the Nasdaq and the S&P 500, while the Dow Jones Industrial Average declined marginally.\nMost of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.\nThe Dow Jones Industrial Average fell 0.08% to end at 35,897.64, while the S&P 500 lost 0.87% to 4,668.67.\nThe Nasdaq Composite dropped 2.47% to 15,180.44.\nThe U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.\nThat pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.\nThe S&P 500 value index climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.\n\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.\n\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.\nAmong the 11 major S&P 500 sector indexes, technology slumped 2.9%, while financials rallied 1.2%. Eight of the sectors gained, even as the overall index fell.\n\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.\nRecent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.\nThe CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.\nData showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.\nSeparately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.\nLennar Corp fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.\nThe S&P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.\nVolume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601370459,"gmtCreate":1638494648164,"gmtModify":1638496862998,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Can consider when it drops lower","listText":"Can consider when it drops lower","text":"Can consider when it drops lower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601370459","repostId":"2188951783","repostType":2,"repost":{"id":"2188951783","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638487440,"share":"https://www.laohu8.com/m/news/2188951783?lang=&edition=full","pubTime":"2021-12-03 07:24","market":"us","language":"en","title":"After completing richest SPAC deal yet, Grab stock slumps on first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2188951783","media":"Dow Jones","summary":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more t","content":"<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</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>After completing richest SPAC deal yet, Grab stock slumps on first day of 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\">\nAfter completing richest SPAC deal yet, Grab stock slumps on first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-03 07:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188951783","content_text":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal\nAfter completing the richest deal yet for a special-purpose acquisition company, Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.\nShares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the Altimeter Growth Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.\nThe strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.\nThe Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.\n\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"\nOey also touted Grab's breadth and wide reach.\n\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in one app.\" He said the app \"touches [consumers] in their everyday lives.\"\nBackers of Grab, which was founded in 2012, include Didi Global Inc. $(DIDI)$, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.\nGrab's financial picture\nGrab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.\nThe company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.\nHowever, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.\nRisk factors\nBesides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.\nThe company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s $(UBER)$ business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.\nLike other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.\nOey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"\n\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"\nAs for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877469784,"gmtCreate":1637973488421,"gmtModify":1637979358756,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Interesting, wait and see if it drops more so can go bargain hunting","listText":"Interesting, wait and see if it drops more so can go bargain hunting","text":"Interesting, wait and see if it drops more so can go bargain hunting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877469784","repostId":"1177270358","repostType":4,"repost":{"id":"1177270358","kind":"news","pubTimestamp":1637972840,"share":"https://www.laohu8.com/m/news/1177270358?lang=&edition=full","pubTime":"2021-11-27 08:27","market":"us","language":"en","title":"Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1177270358","media":"Motley Fool","summary":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Ind","content":"<p>What happened</p>\n<p>Shares of all the major U.S. bank stocks struggled today, along with the&nbsp;<b>Dow Jones Industrial Average</b>, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.</p>\n<p>Shares of America's largest bank by assets,<b>JPMorgan Chase</b>(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,<b>Bank of America</b>(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down&nbsp;<b>Citigroup</b>(NYSE:C)had fallen more than 3%, and&nbsp;<b>Wells Fargo</b>(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.</p>\n<p>So what</p>\n<p>While Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.</p>\n<p>Scientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company&nbsp;<b>Merck</b>, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.</p>\n<p>The variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.</p>\n<p>\"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.</p>\n<p>Banksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.</p>\n<p>The news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.</p>\n<p>Furthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.</p>\n<p>\"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he told<i>The Wall Street Journal</i>. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.</p>\n<p>Now what</p>\n<p>While I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.</p>\n<p>I also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great&nbsp;buying opportunity.</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>Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today</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 Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Industrial Average, which at one point fell 1,000 points on this shortened day of trading -- the worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","JPM":"摩根大通","BAC":"美国银行","WFC":"富国银行"},"source_url":"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177270358","content_text":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Industrial Average, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.\nShares of America's largest bank by assets,JPMorgan Chase(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,Bank of America(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down Citigroup(NYSE:C)had fallen more than 3%, and Wells Fargo(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.\nSo what\nWhile Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.\nScientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company Merck, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.\nThe variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.\n\"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.\nBanksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.\nThe news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.\nFurthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.\n\"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he toldThe Wall Street Journal. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.\nNow what\nWhile I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.\nI also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877363068,"gmtCreate":1637889122582,"gmtModify":1637889122582,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Kimly result is good","listText":"Kimly result is good","text":"Kimly result is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877363068","repostId":"1143359507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845996956,"gmtCreate":1636260094468,"gmtModify":1636260094616,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Amd is dark horse","listText":"Amd is dark horse","text":"Amd is dark horse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845996956","repostId":"2181774208","repostType":4,"repost":{"id":"2181774208","kind":"highlight","pubTimestamp":1636189200,"share":"https://www.laohu8.com/m/news/2181774208?lang=&edition=full","pubTime":"2021-11-06 17:00","market":"us","language":"en","title":"Better Buy: Nvidia vs. Advanced Micro Devices","url":"https://stock-news.laohu8.com/highlight/detail?id=2181774208","media":"Motley Fool","summary":"Which one of these two high-flying chipmakers deserves your money right now?","content":"<p><b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) have been outstanding performers on the stock market so far this year, with shares of both tech giants beating the broader market by comfortable margins. Nvidia has turned out to be the better of the two stocks, as the chart below shows.</p>\n<p>AMD stock, on the other hand, has underperformed the broader market for most of the year before stepping on the gas of late. However, AMD's weaker returns aren't necessarily a bad thing for investors who are looking to add a top growth stock to their portfolios right now. Let's see why that may be the case.</p>\n<h2>AMD is growing at a faster pace than Nvidia</h2>\n<p>AMD recently released its third-quarter results for the three months ending on Sept. 25. It reported stellar growth once again, with revenue jumping 54% year-over-year to $4.3 billion during the quarter. Adjusted gross margin was up 440 basis points year-over-year to 48%, while non-GAAP net income shot up 78% to $893 million. The chipmaker's third-quarter earnings came in at $0.73 per share, up substantially from $0.41 per share in the prior-year period.</p>\n<p>More importantly, AMD increased its full-year revenue forecast due to solid demand for its chips, which are used in computers, gaming consoles, and data centers. The company now expects 65% revenue growth in 2021, up from its prior guidance that called for a 60% increase.</p>\n<p>Nvidia, on the other hand, has yet to release its fiscal 2022 third-quarter results for the three months ending in October. But its guidance suggests that its top-line growth won't be as good as AMD's. When Nvidia released its fiscal second-quarter results on Aug. 18, 2021, it called for $6.8 billion in Q3 revenue. The graphics specialist delivered&nbsp;$4.7 billion in revenue in the prior-year period, which means that it is on track to deliver a 45% top-line jump.</p>\n<p>Of course, Nvidia could turn in a better-than-expected performance and deliver a stronger revenue jump, but its full-year growth is expected to pale in comparison to AMD's. Analysts expect Nvidia to finish fiscal 2022 with a 54% increase&nbsp;in revenue, which would be lower than AMD's projected growth of 65%. Nvidia may not be able to bridge that gap even if it outperforms analysts' estimates, as AMD itself has a habit of consistently&nbsp;beating Wall Street's estimates and raising its guidance.</p>\n<p>In fact, AMD has raised its full-year revenue guidance each time it has reported results this fiscal year. The company had originally guided for 37% revenue growth when it released its fourth-quarter 2020 results in January this year but raised the guidance to 50% growth when it released its Q1 report. And then to 60% when it released its Q2 earnings in July. So it can be assumed that AMD is on track to outperform Nvidia as far as growth is concerned. This, however, is just <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the reasons why AMD could turn out to be a better buy than Nvidia.</p>\n<h2>AMD has diverse catalysts</h2>\n<p>Nvidia gets most of its revenue by selling its graphics cards for two applications -- video gaming and data centers. Gaming was its biggest source of revenue in the fiscal second quarter, accounting for 47% of its top line. The data center segment came in second with 36% of total revenue. Nvidia is the dominant player in these markets. Its share of the discrete graphics card market stood at 83% in the second quarter of 2021, according to Jon Peddie Research. AMD controlled the rest of the market, which means Nvidia leads in this segment.</p>\n<p>Nvidia's dominance in these markets has supercharged the company's top and bottom lines and sent its stock soaring. AMD, however, gives investors the chance to take advantage of more opportunities. For instance, the company's computing and graphics segment provides CPUs (central processing units) for personal computers, notebooks, and workstations, aside from selling graphics cards that are used in data centers and video gaming. Nvidia doesn't sell CPUs, so AMD gives investors an additional market to take advantage of.</p>\n<p>Additionally, it is worth noting that AMD seems to be making headway in the GPU market. AMD pointed out in its latest earnings conference call that revenue from data center GPUs more than doubled over the year-ago period. Management also said that sales of its consumer graphics cards increased \"significantly\" thanks to the launch of new graphics cards at aggressive prices.</p>\n<p>Alternatively, AMD supplies data center CPUs and gaming console chips through the enterprise, embedded, and semi-custom (EESC) business. Nvidia currently doesn't have a presence in the data center CPU market, with its Grace CPU only expected in 2023. This paves the way for AMD to take more market share away from <b>Intel</b> by that time and boost its data center business, and also gives investors yet another reason to choose AMD stock over Nvidia.</p>\n<p>Finally, AMD's semi-custom&nbsp;chips are used in the PlayStation 5 and the latest Xbox consoles, and the upcoming Steam Deck would add another gaming console to its portfolio. Nvidia, meanwhile, has only the Switch console&nbsp;from <b>Nintendo</b> to tap into the gaming console space. Sales of the PlayStation 5 and the Xbox Series X/S consoles are expected&nbsp;to take off in the coming years as per third-party estimates, as the consoles are still in the early stages of their lifecycle.</p>\n<p>All of this indicates that AMD has broader-ranging catalysts than Nvidia, and investors need not pay through their noses to take advantage of them.</p>\n<h2>The valuation tilts the scales in favor of AMD</h2>\n<p>AMD is trading at 40 times trailing earnings, which makes it much cheaper than Nvidia, which trades&nbsp;at 95 times trailing earnings. Also, AMD's price-to-sales ratio of 10.7 is much lower than Nvidia's multiple of 30.7.</p>\n<p>Choosing AMD stock over Nvidia right now looks like a no-brainer. AMD is expected to outpace Nvidia's growth, it has a broader range of catalysts, and is substantially cheaper -- making it an ideal bet for investors looking to buy one of these two growth stocks right now.</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>Better Buy: Nvidia vs. Advanced Micro Devices</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\">\nBetter Buy: Nvidia vs. Advanced Micro Devices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-06 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/06/better-buy-nvidia-vs-advanced-micro-devices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have been outstanding performers on the stock market so far this year, with shares of both tech giants beating the broader market by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/better-buy-nvidia-vs-advanced-micro-devices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AEIS":"先进能源工业公司","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/06/better-buy-nvidia-vs-advanced-micro-devices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181774208","content_text":"Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) have been outstanding performers on the stock market so far this year, with shares of both tech giants beating the broader market by comfortable margins. Nvidia has turned out to be the better of the two stocks, as the chart below shows.\nAMD stock, on the other hand, has underperformed the broader market for most of the year before stepping on the gas of late. However, AMD's weaker returns aren't necessarily a bad thing for investors who are looking to add a top growth stock to their portfolios right now. Let's see why that may be the case.\nAMD is growing at a faster pace than Nvidia\nAMD recently released its third-quarter results for the three months ending on Sept. 25. It reported stellar growth once again, with revenue jumping 54% year-over-year to $4.3 billion during the quarter. Adjusted gross margin was up 440 basis points year-over-year to 48%, while non-GAAP net income shot up 78% to $893 million. The chipmaker's third-quarter earnings came in at $0.73 per share, up substantially from $0.41 per share in the prior-year period.\nMore importantly, AMD increased its full-year revenue forecast due to solid demand for its chips, which are used in computers, gaming consoles, and data centers. The company now expects 65% revenue growth in 2021, up from its prior guidance that called for a 60% increase.\nNvidia, on the other hand, has yet to release its fiscal 2022 third-quarter results for the three months ending in October. But its guidance suggests that its top-line growth won't be as good as AMD's. When Nvidia released its fiscal second-quarter results on Aug. 18, 2021, it called for $6.8 billion in Q3 revenue. The graphics specialist delivered $4.7 billion in revenue in the prior-year period, which means that it is on track to deliver a 45% top-line jump.\nOf course, Nvidia could turn in a better-than-expected performance and deliver a stronger revenue jump, but its full-year growth is expected to pale in comparison to AMD's. Analysts expect Nvidia to finish fiscal 2022 with a 54% increase in revenue, which would be lower than AMD's projected growth of 65%. Nvidia may not be able to bridge that gap even if it outperforms analysts' estimates, as AMD itself has a habit of consistently beating Wall Street's estimates and raising its guidance.\nIn fact, AMD has raised its full-year revenue guidance each time it has reported results this fiscal year. The company had originally guided for 37% revenue growth when it released its fourth-quarter 2020 results in January this year but raised the guidance to 50% growth when it released its Q1 report. And then to 60% when it released its Q2 earnings in July. So it can be assumed that AMD is on track to outperform Nvidia as far as growth is concerned. This, however, is just one of the reasons why AMD could turn out to be a better buy than Nvidia.\nAMD has diverse catalysts\nNvidia gets most of its revenue by selling its graphics cards for two applications -- video gaming and data centers. Gaming was its biggest source of revenue in the fiscal second quarter, accounting for 47% of its top line. The data center segment came in second with 36% of total revenue. Nvidia is the dominant player in these markets. Its share of the discrete graphics card market stood at 83% in the second quarter of 2021, according to Jon Peddie Research. AMD controlled the rest of the market, which means Nvidia leads in this segment.\nNvidia's dominance in these markets has supercharged the company's top and bottom lines and sent its stock soaring. AMD, however, gives investors the chance to take advantage of more opportunities. For instance, the company's computing and graphics segment provides CPUs (central processing units) for personal computers, notebooks, and workstations, aside from selling graphics cards that are used in data centers and video gaming. Nvidia doesn't sell CPUs, so AMD gives investors an additional market to take advantage of.\nAdditionally, it is worth noting that AMD seems to be making headway in the GPU market. AMD pointed out in its latest earnings conference call that revenue from data center GPUs more than doubled over the year-ago period. Management also said that sales of its consumer graphics cards increased \"significantly\" thanks to the launch of new graphics cards at aggressive prices.\nAlternatively, AMD supplies data center CPUs and gaming console chips through the enterprise, embedded, and semi-custom (EESC) business. Nvidia currently doesn't have a presence in the data center CPU market, with its Grace CPU only expected in 2023. This paves the way for AMD to take more market share away from Intel by that time and boost its data center business, and also gives investors yet another reason to choose AMD stock over Nvidia.\nFinally, AMD's semi-custom chips are used in the PlayStation 5 and the latest Xbox consoles, and the upcoming Steam Deck would add another gaming console to its portfolio. Nvidia, meanwhile, has only the Switch console from Nintendo to tap into the gaming console space. Sales of the PlayStation 5 and the Xbox Series X/S consoles are expected to take off in the coming years as per third-party estimates, as the consoles are still in the early stages of their lifecycle.\nAll of this indicates that AMD has broader-ranging catalysts than Nvidia, and investors need not pay through their noses to take advantage of them.\nThe valuation tilts the scales in favor of AMD\nAMD is trading at 40 times trailing earnings, which makes it much cheaper than Nvidia, which trades at 95 times trailing earnings. Also, AMD's price-to-sales ratio of 10.7 is much lower than Nvidia's multiple of 30.7.\nChoosing AMD stock over Nvidia right now looks like a no-brainer. AMD is expected to outpace Nvidia's growth, it has a broader range of catalysts, and is substantially cheaper -- making it an ideal bet for investors looking to buy one of these two growth stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846633321,"gmtCreate":1636076712605,"gmtModify":1636076712710,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Strong","listText":"Strong","text":"Strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846633321","repostId":"1120921072","repostType":4,"repost":{"id":"1120921072","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636033171,"share":"https://www.laohu8.com/m/news/1120921072?lang=&edition=full","pubTime":"2021-11-04 21:39","market":"us","language":"en","title":"Nvidia shares rose more than 3% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1120921072","media":"Tiger Newspress","summary":"Nvidia shares rose more than 3% to a new high&nbsp;in&nbsp;morning trading","content":"<p>Nvidia shares rose more than 3% to a new high&nbsp;in&nbsp;morning trading</p>\n<p><img src=\"https://static.tigerbbs.com/91f537d50834f0a84524b9b13559b91e\" tg-width=\"840\" tg-height=\"470\" 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>Nvidia shares rose more than 3% to a new high</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 shares rose more than 3% to a new high\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\">2021-11-04 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia shares rose more than 3% to a new high&nbsp;in&nbsp;morning trading</p>\n<p><img src=\"https://static.tigerbbs.com/91f537d50834f0a84524b9b13559b91e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120921072","content_text":"Nvidia shares rose more than 3% to a new high in morning trading","news_type":1},"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851654309,"gmtCreate":1634906964931,"gmtModify":1634907710277,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851654309","repostId":"1130370622","repostType":4,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853706242,"gmtCreate":1634833610023,"gmtModify":1634867890774,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853706242","repostId":"2177654604","repostType":4,"repost":{"id":"2177654604","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1634828580,"share":"https://www.laohu8.com/m/news/2177654604?lang=&edition=full","pubTime":"2021-10-21 23:03","market":"hk","language":"en","title":"Nvidia's top gaming cards are hard to buy, but now you can rent them","url":"https://stock-news.laohu8.com/highlight/detail?id=2177654604","media":"Dow Jones","summary":"Service may be best way for gamers to get top performance in time for holidays as high-in-demand car","content":"<p>Service may be best way for gamers to get top performance in time for holidays as high-in-demand cards are either unavailable or at enormous mark-ups</p>\n<p>Nvidia Corp. has come up with a way of supplying customers with high-performance gaming cards amid a global chip shortage and supply-chain issues: Sell it as a service.</p>\n<p>On Thursday, Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> announced that its GeForce Now cloud-gaming platform now delivered similar performance to its RTX 3080-series of gaming cards due to its new SuperPod supercomputer.</p>\n<p>The 3080-performance memberships cost $99.99 for six months, while 2080-performance memberships are available for $49.99 for six months. Preorders for the 3080-platform start on Oct. 21 and will be available sometime in November, Nvidia said.</p>\n<p>The upgrade comes in advance of the holiday buying season where chip shortages and supply-chain issues have made 3080-cards either hard to come by or available at exorbitant prices well above the starting suggested retail price of $699.99.</p>\n<p>Read: Amazon videogame exec on the success of 'New World' and why everyone is chasing Roblox</p>\n<p>For example, RTX 3080 Ti gaming cards that have a list price starting at $1,199.00 on Best Buy and online retailers like Newegg are listed as being sold out, and were priced up to double the list price when they had been available.</p>\n<p>The 3080-service is directed at \"core or mainstream gamers,\" not so much for professional gamers who rely on the fastest possible performance to make a living.</p>\n<p>Latency for the cloud-platform service is about 56 milliseconds, while the latency for a physical 3080-card installed directly on a gamer's rig is about half of that, Nvidia said.</p>\n<p>Read:People are still playing a lot of videogames, but how much?</p>\n<p>Nvidia first released its 3080-series of gaming chips more than a year ago, and announced a budget version of the 30-series card as well as a new line of gaming laptops with 3080 chips back in January. Even that budget card, the RTX 3060 that Nvidia lists for $329, has limited availability on Amazon but at no price lower than $750.</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>Nvidia's top gaming cards are hard to buy, but now you can rent them</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's top gaming cards are hard to buy, but now you can rent them\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-21 23:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Service may be best way for gamers to get top performance in time for holidays as high-in-demand cards are either unavailable or at enormous mark-ups</p>\n<p>Nvidia Corp. has come up with a way of supplying customers with high-performance gaming cards amid a global chip shortage and supply-chain issues: Sell it as a service.</p>\n<p>On Thursday, Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> announced that its GeForce Now cloud-gaming platform now delivered similar performance to its RTX 3080-series of gaming cards due to its new SuperPod supercomputer.</p>\n<p>The 3080-performance memberships cost $99.99 for six months, while 2080-performance memberships are available for $49.99 for six months. Preorders for the 3080-platform start on Oct. 21 and will be available sometime in November, Nvidia said.</p>\n<p>The upgrade comes in advance of the holiday buying season where chip shortages and supply-chain issues have made 3080-cards either hard to come by or available at exorbitant prices well above the starting suggested retail price of $699.99.</p>\n<p>Read: Amazon videogame exec on the success of 'New World' and why everyone is chasing Roblox</p>\n<p>For example, RTX 3080 Ti gaming cards that have a list price starting at $1,199.00 on Best Buy and online retailers like Newegg are listed as being sold out, and were priced up to double the list price when they had been available.</p>\n<p>The 3080-service is directed at \"core or mainstream gamers,\" not so much for professional gamers who rely on the fastest possible performance to make a living.</p>\n<p>Latency for the cloud-platform service is about 56 milliseconds, while the latency for a physical 3080-card installed directly on a gamer's rig is about half of that, Nvidia said.</p>\n<p>Read:People are still playing a lot of videogames, but how much?</p>\n<p>Nvidia first released its 3080-series of gaming chips more than a year ago, and announced a budget version of the 30-series card as well as a new line of gaming laptops with 3080 chips back in January. Even that budget card, the RTX 3060 that Nvidia lists for $329, has limited availability on Amazon but at no price lower than $750.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177654604","content_text":"Service may be best way for gamers to get top performance in time for holidays as high-in-demand cards are either unavailable or at enormous mark-ups\nNvidia Corp. has come up with a way of supplying customers with high-performance gaming cards amid a global chip shortage and supply-chain issues: Sell it as a service.\nOn Thursday, Nvidia $(NVDA)$ announced that its GeForce Now cloud-gaming platform now delivered similar performance to its RTX 3080-series of gaming cards due to its new SuperPod supercomputer.\nThe 3080-performance memberships cost $99.99 for six months, while 2080-performance memberships are available for $49.99 for six months. Preorders for the 3080-platform start on Oct. 21 and will be available sometime in November, Nvidia said.\nThe upgrade comes in advance of the holiday buying season where chip shortages and supply-chain issues have made 3080-cards either hard to come by or available at exorbitant prices well above the starting suggested retail price of $699.99.\nRead: Amazon videogame exec on the success of 'New World' and why everyone is chasing Roblox\nFor example, RTX 3080 Ti gaming cards that have a list price starting at $1,199.00 on Best Buy and online retailers like Newegg are listed as being sold out, and were priced up to double the list price when they had been available.\nThe 3080-service is directed at \"core or mainstream gamers,\" not so much for professional gamers who rely on the fastest possible performance to make a living.\nLatency for the cloud-platform service is about 56 milliseconds, while the latency for a physical 3080-card installed directly on a gamer's rig is about half of that, Nvidia said.\nRead:People are still playing a lot of videogames, but how much?\nNvidia first released its 3080-series of gaming chips more than a year ago, and announced a budget version of the 30-series card as well as a new line of gaming laptops with 3080 chips back in January. Even that budget card, the RTX 3060 that Nvidia lists for $329, has limited availability on Amazon but at no price lower than $750.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853267076,"gmtCreate":1634816435956,"gmtModify":1634816800372,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853267076","repostId":"1126974417","repostType":4,"repost":{"id":"1126974417","kind":"news","pubTimestamp":1634814957,"share":"https://www.laohu8.com/m/news/1126974417?lang=&edition=full","pubTime":"2021-10-21 19:15","market":"us","language":"en","title":"Is Amazon Stock a Buy Ahead of Earnings?","url":"https://stock-news.laohu8.com/highlight/detail?id=1126974417","media":"Motley Fool","summary":"Earlier this year,Amazon.com(NASDAQ:AMZN)made the surprise announcement that founder Jeff Bezos woul","content":"<p>Earlier this year,<b>Amazon.com</b>(NASDAQ:AMZN)made the surprise announcement that founder Jeff Bezos would step down from his position as CEO of the company starting in Q3 2021. Andy Jassy, who previously led the company's fast-growing cloud computing business, would take the reins, Amazon said.</p>\n<p>With Bezos' class act to live up to, the pressure is on. Investors will get to see how well the company performed under Jassy's leadership during his first inaugural quarter as the company's CEO next week when the e-commerce giant reports third-quarter results.</p>\n<p>Ahead of Amazon's important third-quarter update, here's a preview of the earnings report, as well as a look at whether the&nbsp;growth stock&nbsp;may be attractive going into the update.</p>\n<p>Amazon earnings: what to watch</p>\n<p>When the&nbsp;e-commerceand cloud-computing specialist reports earnings next Thursday, investors will be watching closely to see how well Amazon can measure up to a tough year-ago comparison, when revenue was surging as many consumers around the world were sheltering at home.</p>\n<p>In Amazon's second-quarter earnings release, management guided for third-quarter revenue to be between $106 billion and $112 billion. This translates to a revenue growth rate of 10% to 16% -- a significant slowdown from 27% growth in the prior quarter and 37% growth in the year-ago quarter.</p>\n<p>Analysts seem largely convinced that the midpoint of Amazon's guidance range was too conservative. On average, analysts are forecasting third-quarter revenue to be at the high end of the company's guidance range.</p>\n<p>Is Amazon stock a buy today?</p>\n<p>While the company's reported revenue growth rate will certainly be worth checking on, a bigger question likely on many investors' minds is whether the stock is a good buy today.</p>\n<p>While it's impossible to know where shares of the e-commerce giant will move in the near term or even after the company's third-quarter earnings report is released, investors can take a look at Amazon stock's valuation to see if it seems attractive relative to the e-commerce giant's long-term potential.</p>\n<p>Despite the company's staggering market capitalization of more than $1.7 trillion, a case can be made for shares looking like a good buy at this level. Consider that Amazon's price-to-earnings ratio of about 60 is actually quite cheap given the company's top-line performance and its steadily expanding operating margin.</p>\n<p>With strong revenue growth and a widening operating margin, Amazon's business model is demonstrating significant operating leverage. This means earnings per share could grow faster than revenue over the long haul. In fact, analysts expect exactly that. The consensus analyst forecast currently calls for Amazon's earnings per share to increase at an average annualized rate of 37% over the next five years.</p>\n<p>Given management's guidance for robust double-digit third-quarter revenue growth -- even as Amazon faces a tough year-ago comparison -- and the company's clear operating leverage, Amazon shares look like a good long-term buy today.</p>\n<p>Of course, investors should watch Amazon's revenue growth rate closely. If it decelerates faster than expected, this could mean analysts (and investors) are overestimating the company's long-term potential.</p>\n<p>Amazon's third-quarter report is scheduled for Thursday, Oct. 28, after market close.</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>Is Amazon Stock a Buy Ahead of Earnings?</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\">\nIs Amazon Stock a Buy Ahead of Earnings?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/21/is-amazon-stock-a-buy-ahead-of-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earlier this year,Amazon.com(NASDAQ:AMZN)made the surprise announcement that founder Jeff Bezos would step down from his position as CEO of the company starting in Q3 2021. Andy Jassy, who previously ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/21/is-amazon-stock-a-buy-ahead-of-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/10/21/is-amazon-stock-a-buy-ahead-of-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126974417","content_text":"Earlier this year,Amazon.com(NASDAQ:AMZN)made the surprise announcement that founder Jeff Bezos would step down from his position as CEO of the company starting in Q3 2021. Andy Jassy, who previously led the company's fast-growing cloud computing business, would take the reins, Amazon said.\nWith Bezos' class act to live up to, the pressure is on. Investors will get to see how well the company performed under Jassy's leadership during his first inaugural quarter as the company's CEO next week when the e-commerce giant reports third-quarter results.\nAhead of Amazon's important third-quarter update, here's a preview of the earnings report, as well as a look at whether the growth stock may be attractive going into the update.\nAmazon earnings: what to watch\nWhen the e-commerceand cloud-computing specialist reports earnings next Thursday, investors will be watching closely to see how well Amazon can measure up to a tough year-ago comparison, when revenue was surging as many consumers around the world were sheltering at home.\nIn Amazon's second-quarter earnings release, management guided for third-quarter revenue to be between $106 billion and $112 billion. This translates to a revenue growth rate of 10% to 16% -- a significant slowdown from 27% growth in the prior quarter and 37% growth in the year-ago quarter.\nAnalysts seem largely convinced that the midpoint of Amazon's guidance range was too conservative. On average, analysts are forecasting third-quarter revenue to be at the high end of the company's guidance range.\nIs Amazon stock a buy today?\nWhile the company's reported revenue growth rate will certainly be worth checking on, a bigger question likely on many investors' minds is whether the stock is a good buy today.\nWhile it's impossible to know where shares of the e-commerce giant will move in the near term or even after the company's third-quarter earnings report is released, investors can take a look at Amazon stock's valuation to see if it seems attractive relative to the e-commerce giant's long-term potential.\nDespite the company's staggering market capitalization of more than $1.7 trillion, a case can be made for shares looking like a good buy at this level. Consider that Amazon's price-to-earnings ratio of about 60 is actually quite cheap given the company's top-line performance and its steadily expanding operating margin.\nWith strong revenue growth and a widening operating margin, Amazon's business model is demonstrating significant operating leverage. This means earnings per share could grow faster than revenue over the long haul. In fact, analysts expect exactly that. The consensus analyst forecast currently calls for Amazon's earnings per share to increase at an average annualized rate of 37% over the next five years.\nGiven management's guidance for robust double-digit third-quarter revenue growth -- even as Amazon faces a tough year-ago comparison -- and the company's clear operating leverage, Amazon shares look like a good long-term buy today.\nOf course, investors should watch Amazon's revenue growth rate closely. If it decelerates faster than expected, this could mean analysts (and investors) are overestimating the company's long-term potential.\nAmazon's third-quarter report is scheduled for Thursday, Oct. 28, after market close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853264259,"gmtCreate":1634816385893,"gmtModify":1634816800199,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853264259","repostId":"1128718132","repostType":4,"repost":{"id":"1128718132","kind":"news","pubTimestamp":1634815763,"share":"https://www.laohu8.com/m/news/1128718132?lang=&edition=full","pubTime":"2021-10-21 19:29","market":"us","language":"en","title":"Emotional Perceptions Shouldn’t Drive Your Carnival Stock Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1128718132","media":"InvestorPlace","summary":"CCL stock's made a nice recovery but a rise in bookings is stoking investor FOMO.\n\nEarly in the pand","content":"<blockquote>\n <b>CCL stock's made a nice recovery but a rise in bookings is stoking investor FOMO.</b>\n</blockquote>\n<p>Early in the pandemic, there was a certain logic to buying shares of&nbsp;<b><a href=\"https://laohu8.com/S/CCL\">Carnival</a></b>. If you had a tolerance for risk and the ability to wait, buying CCL stock at a bargain price was a no-brainer. Today, the stock price is 172% higher and the decision to buy can become an emotional one.</p>\n<p>I’d caution you to keep your emotions in check. At this time, CCL stock seems fairly valued. And while I lay out my reasoning below, first it’s time to take a look at where Carnival was before the pandemic.</p>\n<p>For all of 2019 Carnival delivered $20.89 billion in revenue. The stock price at the beginning of the year was $50.05. At the end of the year, CCL stock traded for $51.33. That’s not much movement. And if you go back to January 2018, the stock was in a steady decline.</p>\n<p>Why? In 2018, Carnival delivered earnings per share (EPS) of $4.26 on revenue of $18.89 billion. For all of 2019, EPS was $4.40 on revenue of $20.89 billion. That tells me that investors and analysts weren’t all that pleased about how the company was going before the pandemic.</p>\n<p>And that changes the narrative just a little bit. Cruise line stocks were oversold, with good reason, in 2020. The cruise lines weren’t allowed to sail. It wasn’t that their choice. Investors of all risk tolerances made the wise decision to put their capital to better use.</p>\n<p>However, some savvy risk-tolerant investors sensed a buying opportunity. And they made a nice gain if they did. Now the company is reportingstrong bookings for 2022and beyond and some investors are becoming bullish on the stock. Should they be or is it just FOMO, a fear of missing out?</p>\n<p><b>Old Rules Still Apply (Sort Of)</b></p>\n<p>In the days before the pandemic, cruise line stocks were evaluated on things like forward bookings. And that’s what has some investors — and<i>InvestorPlace</i>contributor Mark Hake —bullish about CCL stock. In providing investors with his opinion and research, Hake points out that in Carnival’s fiscal 2022 (November), the company expects to earn $17.32 billion in revenue. And when you compare that to the $2.56 billion the company is expecting this year, that’s impressive.</p>\n<p>Hake gives CCL stock a price target of $32 per share “based on a P/E multiple of 15.9 times 2023 forecast earnings.” Hake’s reasoning is sound if you believe that Carnival will generate the revenue they forecast. But with Carnival’s high debt level it’s unlikely that the company will generate earnings anywhere near the $4.40 it generated in 2019.</p>\n<p>However, as we’ve seen throughout this pandemic, few things are predictable. There may still behurdles related to Covid-19. There could be a loss of revenue due to vaccine mandates. The economy is already showing signs of slowing down.</p>\n<p>I’m not rooting for any of these things to happen. But then again if I had my choice we wouldn’t still be dealing with a worldwide pandemic.</p>\n<p><b>Hold Off on CCL Stock Until Revenue Becomes Real</b></p>\n<p>I know that many investors will say that I’m an idiot for not looking at 2022 bookings. I am looking at them. I’m also looking at a calendar that says 2021. After the last 18 months, I don’t see that as pessimistic, I see it as realistic for consideration on CCL stock moves.</p>\n<p>In the end, people will go on cruises or they won’t. There’s really not much reason to speculate one way or the other. The best thing investors can do is wait on the data. If the revenue comes in as expected then Carnival stock is a bargain. If not, then CCL stock is overvalued.</p>\n<p>Carnival stock has made a nice recovery. It would be unfair for the stock to be trading at its pandemic lows. But that doesn’t mean that it needs to go any higher right now. Let Carnival show you that people are actually cruising.</p>","source":"lsy1606302653667","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>Emotional Perceptions Shouldn’t Drive Your Carnival Stock Decision</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\">\nEmotional Perceptions Shouldn’t Drive Your Carnival Stock Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 19:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/10/ccl-stock-requires-rational-not-emotional-response/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CCL stock's made a nice recovery but a rise in bookings is stoking investor FOMO.\n\nEarly in the pandemic, there was a certain logic to buying shares of Carnival. If you had a tolerance for risk and ...</p>\n\n<a href=\"https://investorplace.com/2021/10/ccl-stock-requires-rational-not-emotional-response/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮"},"source_url":"https://investorplace.com/2021/10/ccl-stock-requires-rational-not-emotional-response/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128718132","content_text":"CCL stock's made a nice recovery but a rise in bookings is stoking investor FOMO.\n\nEarly in the pandemic, there was a certain logic to buying shares of Carnival. If you had a tolerance for risk and the ability to wait, buying CCL stock at a bargain price was a no-brainer. Today, the stock price is 172% higher and the decision to buy can become an emotional one.\nI’d caution you to keep your emotions in check. At this time, CCL stock seems fairly valued. And while I lay out my reasoning below, first it’s time to take a look at where Carnival was before the pandemic.\nFor all of 2019 Carnival delivered $20.89 billion in revenue. The stock price at the beginning of the year was $50.05. At the end of the year, CCL stock traded for $51.33. That’s not much movement. And if you go back to January 2018, the stock was in a steady decline.\nWhy? In 2018, Carnival delivered earnings per share (EPS) of $4.26 on revenue of $18.89 billion. For all of 2019, EPS was $4.40 on revenue of $20.89 billion. That tells me that investors and analysts weren’t all that pleased about how the company was going before the pandemic.\nAnd that changes the narrative just a little bit. Cruise line stocks were oversold, with good reason, in 2020. The cruise lines weren’t allowed to sail. It wasn’t that their choice. Investors of all risk tolerances made the wise decision to put their capital to better use.\nHowever, some savvy risk-tolerant investors sensed a buying opportunity. And they made a nice gain if they did. Now the company is reportingstrong bookings for 2022and beyond and some investors are becoming bullish on the stock. Should they be or is it just FOMO, a fear of missing out?\nOld Rules Still Apply (Sort Of)\nIn the days before the pandemic, cruise line stocks were evaluated on things like forward bookings. And that’s what has some investors — andInvestorPlacecontributor Mark Hake —bullish about CCL stock. In providing investors with his opinion and research, Hake points out that in Carnival’s fiscal 2022 (November), the company expects to earn $17.32 billion in revenue. And when you compare that to the $2.56 billion the company is expecting this year, that’s impressive.\nHake gives CCL stock a price target of $32 per share “based on a P/E multiple of 15.9 times 2023 forecast earnings.” Hake’s reasoning is sound if you believe that Carnival will generate the revenue they forecast. But with Carnival’s high debt level it’s unlikely that the company will generate earnings anywhere near the $4.40 it generated in 2019.\nHowever, as we’ve seen throughout this pandemic, few things are predictable. There may still behurdles related to Covid-19. There could be a loss of revenue due to vaccine mandates. The economy is already showing signs of slowing down.\nI’m not rooting for any of these things to happen. But then again if I had my choice we wouldn’t still be dealing with a worldwide pandemic.\nHold Off on CCL Stock Until Revenue Becomes Real\nI know that many investors will say that I’m an idiot for not looking at 2022 bookings. I am looking at them. I’m also looking at a calendar that says 2021. After the last 18 months, I don’t see that as pessimistic, I see it as realistic for consideration on CCL stock moves.\nIn the end, people will go on cruises or they won’t. There’s really not much reason to speculate one way or the other. The best thing investors can do is wait on the data. If the revenue comes in as expected then Carnival stock is a bargain. If not, then CCL stock is overvalued.\nCarnival stock has made a nice recovery. It would be unfair for the stock to be trading at its pandemic lows. But that doesn’t mean that it needs to go any higher right now. Let Carnival show you that people are actually cruising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853092918,"gmtCreate":1634740139470,"gmtModify":1634764484238,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853092918","repostId":"1152302737","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853098401,"gmtCreate":1634740089830,"gmtModify":1634764485181,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Unreal","listText":"Unreal","text":"Unreal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853098401","repostId":"2176438191","repostType":4,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853098150,"gmtCreate":1634740061899,"gmtModify":1634764484300,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853098150","repostId":"1156713074","repostType":4,"repost":{"id":"1156713074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634739164,"share":"https://www.laohu8.com/m/news/1156713074?lang=&edition=full","pubTime":"2021-10-20 22:12","market":"us","language":"en","title":"Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1156713074","media":"Tiger Newspress","summary":"Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financia","content":"<p>Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance.&nbsp;<img src=\"https://static.tigerbbs.com/bfeb401c6818a3fb3790e97e52fc975c\" tg-width=\"765\" tg-height=\"365\" width=\"100%\" height=\"auto\">The company&nbsp;reported quarterly earnings of $1.40 per share, which beat the estimate of 94 cents per share. The company reported quarterly revenue of $10.9 billion, which beat the estimate of $9.54 billion.</p>\n<p>It&nbsp;raised its full-year 2021 earnings guidance from a range of $4.30 to $4.50 per share to a range of $5 to $5.10 per share versus the estimate of $4.45 per share.&nbsp;</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>Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance</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\">\nAbbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance\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\">2021-10-20 22:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance.&nbsp;<img src=\"https://static.tigerbbs.com/bfeb401c6818a3fb3790e97e52fc975c\" tg-width=\"765\" tg-height=\"365\" width=\"100%\" height=\"auto\">The company&nbsp;reported quarterly earnings of $1.40 per share, which beat the estimate of 94 cents per share. The company reported quarterly revenue of $10.9 billion, which beat the estimate of $9.54 billion.</p>\n<p>It&nbsp;raised its full-year 2021 earnings guidance from a range of $4.30 to $4.50 per share to a range of $5 to $5.10 per share versus the estimate of $4.45 per share.&nbsp;</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABT":"雅培"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156713074","content_text":"Abbott rose nearly 4% in morning trading as it announced better-than-expected third-quarter financial results and raised guidance. The company reported quarterly earnings of $1.40 per share, which beat the estimate of 94 cents per share. The company reported quarterly revenue of $10.9 billion, which beat the estimate of $9.54 billion.\nIt raised its full-year 2021 earnings guidance from a range of $4.30 to $4.50 per share to a range of $5 to $5.10 per share versus the estimate of $4.45 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822589700,"gmtCreate":1634142240744,"gmtModify":1634176223992,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822589700","repostId":"1182958686","repostType":4,"repost":{"id":"1182958686","kind":"news","pubTimestamp":1634121833,"share":"https://www.laohu8.com/m/news/1182958686?lang=&edition=full","pubTime":"2021-10-13 18:43","market":"us","language":"en","title":"Apple Finally Falls Victim to Never-Ending Supply Chain Crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=1182958686","media":"Bloomberg","summary":"Biden set to focus on transportation bottlenecks on Wednesday. Manufacturers impacted by a lack of key materials, logistics. Apple Inc., the world’s most valuable company, has finally joined a growing list of household names from Toyota to Samsung forced to cut back on business because of a global shortage of semiconductors.Apple is now likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units,Bloomberg News reported Tuesday.For months, while supply chain","content":"<ul>\n <li>Biden set to focus on transportation bottlenecks on Wednesday</li>\n <li>Manufacturers impacted by a lack of key materials, logistics</li>\n</ul>\n<p>Apple Inc., the world’s most valuable company, has finally joined a growing list of household names from&nbsp;Toyota&nbsp;to&nbsp;Samsung&nbsp;forced to cut back on business because of a global shortage of semiconductors.</p>\n<p>Apple is now likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units,Bloomberg News reported Tuesday.</p>\n<p>For months, while supply chain shocks rocked the electronic, automaking, and even commodities industries, Apple remained the one company that could secure the chips needed to keep selling its latest range of products, due to its well-managed supply chain and the prestige of meeting its exacting standards.</p>\n<p>But the recent setback for Apple has dashed any hopes that the supply-chain crisis was easing.</p>\n<p>“If this is happening to the most powerful company,” it could happen to anyone, said Neil Campling, an analyst at&nbsp;Mirabaud Securities. Given “they have huge power in terms of their ability to source semiconductors as such a key customer, then everyone else will be having greater issues than they are.”</p>\n<p>Apple’s scaleback is a clear sign that the supply disruptions that have wreaked havoc around the world are worsening, which may jeopardize the outlook for the post-pandemic economic recovery. Almost all major manufacturers have been impacted both by a lack of key materials such as semiconductors, but also an inability to get finished goods into the hands of consumers.</p>\n<p>President Joe Biden&nbsp;is set to focus on transportation bottleneckson Wednesday, with the congested Port of Los Angeles planning a 24 hours a day, seven days a week effort to confront the squeeze on goods. A.P. Moller-Maersk A/S said it had to&nbsp;divert some ships&nbsp;from the U.K.’s largest container port because of congestion tied to a trucker shortage.</p>\n<p><img src=\"https://static.tigerbbs.com/00b2ca1b624d644ffd4f99c2be9f0ec7\" tg-width=\"956\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p>\n<p>“Recent rumblings from chip producers suggest that the problems are expected to persist,”Deutsche Bank AG&nbsp;strategists including Jim Reid, global head of fundamental credit strategy wrote in a note. That “will make central bank decisions even more complicated over the coming weeks as they grapple with increasing supply-side constraints that push up inflation whilst threatening to undermine the recovery.”</p>\n<p>Apple had expected to produce 90 million new iPhone models this year, but is now telling manufacturing partners that the total will be lower because&nbsp;Broadcom Inc.andTexas Instruments Inc.are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p>\n<p>Japan Display Inc., which gets more than half of its revenue from Apple, fell as much as 5.6%, joining U.S. suppliers that fell in postmarket trading.</p>\n<p>The shortage of semiconductors stems mainly from years of under-investment coupled with a failure to gauge the explosion in demand for connected devices. Even industry insiders were caught by surprise.ASML Holding NVCEO Peter Wennink, whose company sells the machines that enable most cutting-edge chipmaking, said in July it’s&nbsp;underestimated&nbsp;the growth of the semiconductor industry over the past 15 years.</p>\n<p>The amount of time that companies need to wait for chip orders to get filled has set records for nine straight months, signaling that semiconductor shortages will continue to&nbsp;plague&nbsp;businesses well into 2022 and likely beyond.Alix&nbsp;Partners, a global consulting firm, estimated last month that the global automotive industry will lose about $210 billion in sales for 2021 alone.</p>\n<p>Earlier this year, Apple had already warned that it would face supply constraints of the iPhone and iPad during the quarter that ended September. But it held off from reducing its internal projections at the time.</p>\n<p><img src=\"https://static.tigerbbs.com/4a1f228eaa42607e9d97bfca12614923\" tg-width=\"848\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p>\n<p>The timing couldn’t be worse. The year-end quarter was expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p>\n<p>In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p>\n<p>Separately, a protracted energy crisis in China may&nbsp;add&nbsp;to the iPhone maker’s headaches. Apple supplier&nbsp;TPK Holding Co.said&nbsp;last week that subsidiaries in the southeastern Chinese province of Fujian are modifying their production schedule due to local government power restrictions. That comes less than two weeks after iPhone assembler&nbsp;Pegatron Corp.&nbsp;adopted&nbsp;energy-saving measures amid government-imposed power curbs.</p>\n<p>Some analysts however spot an opportunity for Apple.</p>\n<p>“If Apple can’t meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,”Morgan Stanley&nbsp;analysts wrote after Bloomberg’s report.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Finally Falls Victim to Never-Ending Supply Chain Crisis</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Finally Falls Victim to Never-Ending Supply Chain Crisis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 18:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-13/apple-finally-falls-victim-to-never-ending-supply-chain-crisis><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden set to focus on transportation bottlenecks on Wednesday\nManufacturers impacted by a lack of key materials, logistics\n\nApple Inc., the world’s most valuable company, has finally joined a growing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-13/apple-finally-falls-victim-to-never-ending-supply-chain-crisis\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2021-10-13/apple-finally-falls-victim-to-never-ending-supply-chain-crisis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182958686","content_text":"Biden set to focus on transportation bottlenecks on Wednesday\nManufacturers impacted by a lack of key materials, logistics\n\nApple Inc., the world’s most valuable company, has finally joined a growing list of household names from Toyota to Samsung forced to cut back on business because of a global shortage of semiconductors.\nApple is now likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units,Bloomberg News reported Tuesday.\nFor months, while supply chain shocks rocked the electronic, automaking, and even commodities industries, Apple remained the one company that could secure the chips needed to keep selling its latest range of products, due to its well-managed supply chain and the prestige of meeting its exacting standards.\nBut the recent setback for Apple has dashed any hopes that the supply-chain crisis was easing.\n“If this is happening to the most powerful company,” it could happen to anyone, said Neil Campling, an analyst at Mirabaud Securities. Given “they have huge power in terms of their ability to source semiconductors as such a key customer, then everyone else will be having greater issues than they are.”\nApple’s scaleback is a clear sign that the supply disruptions that have wreaked havoc around the world are worsening, which may jeopardize the outlook for the post-pandemic economic recovery. Almost all major manufacturers have been impacted both by a lack of key materials such as semiconductors, but also an inability to get finished goods into the hands of consumers.\nPresident Joe Biden is set to focus on transportation bottleneckson Wednesday, with the congested Port of Los Angeles planning a 24 hours a day, seven days a week effort to confront the squeeze on goods. A.P. Moller-Maersk A/S said it had to divert some ships from the U.K.’s largest container port because of congestion tied to a trucker shortage.\n\n“Recent rumblings from chip producers suggest that the problems are expected to persist,”Deutsche Bank AG strategists including Jim Reid, global head of fundamental credit strategy wrote in a note. That “will make central bank decisions even more complicated over the coming weeks as they grapple with increasing supply-side constraints that push up inflation whilst threatening to undermine the recovery.”\nApple had expected to produce 90 million new iPhone models this year, but is now telling manufacturing partners that the total will be lower because Broadcom Inc.andTexas Instruments Inc.are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.\nJapan Display Inc., which gets more than half of its revenue from Apple, fell as much as 5.6%, joining U.S. suppliers that fell in postmarket trading.\nThe shortage of semiconductors stems mainly from years of under-investment coupled with a failure to gauge the explosion in demand for connected devices. Even industry insiders were caught by surprise.ASML Holding NVCEO Peter Wennink, whose company sells the machines that enable most cutting-edge chipmaking, said in July it’s underestimated the growth of the semiconductor industry over the past 15 years.\nThe amount of time that companies need to wait for chip orders to get filled has set records for nine straight months, signaling that semiconductor shortages will continue to plague businesses well into 2022 and likely beyond.Alix Partners, a global consulting firm, estimated last month that the global automotive industry will lose about $210 billion in sales for 2021 alone.\nEarlier this year, Apple had already warned that it would face supply constraints of the iPhone and iPad during the quarter that ended September. But it held off from reducing its internal projections at the time.\n\nThe timing couldn’t be worse. The year-end quarter was expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.\nIn addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.\nSeparately, a protracted energy crisis in China may add to the iPhone maker’s headaches. Apple supplier TPK Holding Co.said last week that subsidiaries in the southeastern Chinese province of Fujian are modifying their production schedule due to local government power restrictions. That comes less than two weeks after iPhone assembler Pegatron Corp. adopted energy-saving measures amid government-imposed power curbs.\nSome analysts however spot an opportunity for Apple.\n“If Apple can’t meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,”Morgan Stanley analysts wrote after Bloomberg’s report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826782128,"gmtCreate":1634054357030,"gmtModify":1634089009648,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Wait for the dip","listText":"Wait for the dip","text":"Wait for the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826782128","repostId":"1174197178","repostType":4,"repost":{"id":"1174197178","kind":"news","pubTimestamp":1634049962,"share":"https://www.laohu8.com/m/news/1174197178?lang=&edition=full","pubTime":"2021-10-12 22:46","market":"us","language":"en","title":"Nvidia Is Set To Turn Into A Cash Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=1174197178","media":"Seeking Alpha","summary":"Summary\n\nNvidia’s main businesses experience massive momentum as graphics cards sales surge and dema","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia’s main businesses experience massive momentum as graphics cards sales surge and demand for data centers strengthens.</li>\n <li>Strong GPU pricing served to improve Nvidia’s margins in the first six months of the year.</li>\n <li>There is significant upside in Nvidia's free cash flow.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12a40bc61cdb4aabe35ac1e3ed9ae5ac\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Justin Sullivan/Getty Images News</span></p>\n<p>Nvidia(NASDAQ:NVDA)is one of the world’s best growth stocks to own as gaming and data center revenues continue to soar. I believe Nvidia will grow into a massive cash machine over the next five years with an estimated annual free cash flow of $14.0B or more!</p>\n<p><b>Why Nvidia is a long term buy</b></p>\n<p>Nvidia just produces incredible growth. The firm generated 68% top line growth in the second-quarter, with revenues touching $6.51B due to soaring demand in the gaming and the data center segments. Gaming revenues surged to a record of $3.06B in the second-quarter, showing a year over year increase of 85%, chiefly because of strengthening sales in a severely undersupplied graphics cards market. Data center revenues also surged to a record, $2.37B in Q2’22, showing a year over year growth rate of 35%. With total revenues up by 68% and higher gross margins (66.7% in Q2’22), Nvidia’s commercial performance is getting better and better...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af1b5d7b0be554a0ef5ed7d3b79435\" tg-width=\"742\" tg-height=\"192\" width=\"100%\" height=\"auto\"><span>Source: Nvidia</span></p>\n<p>But I don’t believe Nvidia’s business has peaked yet. I believe Nvidia will continue to grow rapidly because of increasing demand for high performance data centers that can handle incredible amounts of workloads and because Nvidia’s largest business by revenues, gaming, is seeing pricing support from end markets. Graphics cards have been flying off the shelf in 2020 and 2021, in part because cryptocurrency miners compete with gamers for GPUs. The result has been that&nbsp;graphics cards are in a shortage, leading to a significant increase in GPU pricing. AMD(NASDAQ:AMD)and Nvidia, the two largest suppliers of high performance graphics processing units, benefit from this trend the most.</p>\n<p>Top-tier graphics cards like AMD’s Radeon RX 6000 and Nvidia’s GeForce RTX 30 series have seen strong demand/pricing in 2021, and the steep decline in cryptocurrency prices in the second-quarter did not significantly lower demand. GPU prices peaked in May - at the top of the crypto boom - and have fallen since. However, pricing is still strong with the AMD Radeon RX series selling for 1.64x suggested retail price at the end of August. Nvidia’s GeForce 30 series sold for 1.59x MSRP in August, indicating consistently high demand for GPUs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e234f2daf83e24fdb585fce43d5b3236\" tg-width=\"1024\" tg-height=\"448\" width=\"100%\" height=\"auto\"><span>Source: FPS Reviews</span></p>\n<p>Because of excellent commercial performance in its main businesses,accelerating momentum in niche businesses&nbsp;and strength in GPU pricing, Nvidia is looking at a dramatic improvement in free cash flow over the next five years... supplying yet another reason to buy the shares!</p>\n<p>Nvidia is projecting revenues of $6.8B +/- 2 percent for the third-quarter. Including Q3’22 revenue projections, Nvidia should post revenues of around $19.0B for the first nine months of FY 2022. Adding $7.0B in revenues on top of that for the fourth-quarter, and Nvidia is looking at revenues of around $26.0B for FY 2022.</p>\n<p>The market projects revenues of $25.8B this year and $29.0B revenues next year (the assumption is for just 13% year over year growth in FY 2023). I believe revenues will be above $30.0B in FY 2023 due to strong business momentum and favorable GPU pricing. Nvidia’s revenues are projected to grow at an annual rate of 23% until FY 2026 (base year: FY 2021).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76c03f31d7f5924796294fe4ef344ff8\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Estimates</span></p>\n<p>Looking at Nvidia’s revenue to cash conversion, consistently high free cash flow margins can be found. The semiconductor firm generated annual free cash flow margins ranging between 28% and 39% from FY 2018 to FY 2021 with an average annual margin of 31%. I believe a free cash flow margin around 30% can be sustained going forward, especially if pricing in the graphics cards market stays strong. Because cryptocurrency prices started to recover in the third-quarter, GPUs could even see accelerating demand in the future. Rising digital currency prices benefit Nvidia in two ways: They boost the cryptocurrency mining business/CMP which sells dedicated processors, and higher demand for GPUs improves end market pricing, meaning Nvidia can sell the same graphics card for a higher price. Nvidia’s free cash flow margin in the first six months of FY 2022 was above 33%, due chiefly to strength in GPU demand and pricing.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9e05cd7aa4844f19e4ba0899754633f\" tg-width=\"605\" tg-height=\"731\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>Turning back to revenue projections.</p>\n<p>The FY 2023 market expectation is for Nvidia to have revenues of $29.0B. Assuming a 30% free cash flow margin, Nvidia is looking at $8.7B in free cash flow next year... which is a 100% improvement over the firm's FY 2020 level of free cash flow. I believe the FY 2023 revenue estimate underestimates Nvidia’s growth potential next year as I see persistent strength in gaming and data centers, and a higher than 13% annual revenue growth rate. However, revenue estimates for Nvidia, for this year and next year, are rising...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d979b6088a67cf25c6993d40c574bb7\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>If we were also to assume that Nvidia can generate 30% free cash flow margins in the future, Nvidia’s annual free cash flow is set to surpass $14B by FY 2026. In CAGR terms, this means that Nvidia will grow free cash flow at a 25% annual rate over the next five years. Nvidia may grow free cash flow at a faster rate if revenues also grow faster. I believe this will happen because the RTX upgrade cycle will lead to a higher volume of higher-priced GPUs being sold in the future, which is set to boost FCF margins.</p>\n<p>As Nvidia releases more top-tier, higher margin graphics cards and gamers upgrade their equipment, Nvidia's free cash flow margins could even expand beyond 30%. Assuming a, say, 35% revenue to free cash flow conversion, Nvidia could generate up to $16.4B in annual free cash flow by FY 2026… which would imply a FCF CAGR of not 25%, but 29%.</p>\n<p>For that reason, I believe Nvidia’s free cash flow potential is materially undervalued. Nvidia is set to generate a massive amount of cash flow in the next five years. Based off of FY 2023 revenue estimates, Nvidia is not cheap (P-S ratio: 17.9), but the potential for sales and free cash flow growth justifies the price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acfca86b9c32ab42da6edcea7b9046b0\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Risks with Nvidia</b></p>\n<p>Nvidia has a couple of commercial risks that need to be considered. The industry environment is favorable for Nvidia at the moment which explains strong revenue growth projections, but weaker pricing in graphics cards potentially indicates growing risks to Nvidia’s top line. Lower gross margins will also likely be seen as the canary in the coal mine, indicating that slowing revenue growth is on the horizon. Longer term, Nvidia has to keep its technological edge to defend its tech leadership in GPUs, data centers and AI. Failing to do so would give its rivals, AMD and Intel(NASDAQ:INTC), an opportunity to grow their market share at the expense of Nvidia.</p>\n<p><b>Final thoughts</b></p>\n<p>Nvidia, despite a high P-S ratio, may still be undervalued considering the massive ramp in free cash flow that can be expected in the next five years. Sales projections for FY 2023 imply a drop off in growth rates, which I just don’t see given the accelerating strength in Nvidia’s main and niche businesses. Nvidia is in a buy-the-dip situation and the risk profile remains heavily skewed to the upside!</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>Nvidia Is Set To Turn Into A Cash Machine</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 Is Set To Turn Into A Cash Machine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4459353-nvidia-set-to-turn-into-cash-machine><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia’s main businesses experience massive momentum as graphics cards sales surge and demand for data centers strengthens.\nStrong GPU pricing served to improve Nvidia’s margins in the first ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459353-nvidia-set-to-turn-into-cash-machine\">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/4459353-nvidia-set-to-turn-into-cash-machine","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174197178","content_text":"Summary\n\nNvidia’s main businesses experience massive momentum as graphics cards sales surge and demand for data centers strengthens.\nStrong GPU pricing served to improve Nvidia’s margins in the first six months of the year.\nThere is significant upside in Nvidia's free cash flow.\n\nJustin Sullivan/Getty Images News\nNvidia(NASDAQ:NVDA)is one of the world’s best growth stocks to own as gaming and data center revenues continue to soar. I believe Nvidia will grow into a massive cash machine over the next five years with an estimated annual free cash flow of $14.0B or more!\nWhy Nvidia is a long term buy\nNvidia just produces incredible growth. The firm generated 68% top line growth in the second-quarter, with revenues touching $6.51B due to soaring demand in the gaming and the data center segments. Gaming revenues surged to a record of $3.06B in the second-quarter, showing a year over year increase of 85%, chiefly because of strengthening sales in a severely undersupplied graphics cards market. Data center revenues also surged to a record, $2.37B in Q2’22, showing a year over year growth rate of 35%. With total revenues up by 68% and higher gross margins (66.7% in Q2’22), Nvidia’s commercial performance is getting better and better...\nSource: Nvidia\nBut I don’t believe Nvidia’s business has peaked yet. I believe Nvidia will continue to grow rapidly because of increasing demand for high performance data centers that can handle incredible amounts of workloads and because Nvidia’s largest business by revenues, gaming, is seeing pricing support from end markets. Graphics cards have been flying off the shelf in 2020 and 2021, in part because cryptocurrency miners compete with gamers for GPUs. The result has been that graphics cards are in a shortage, leading to a significant increase in GPU pricing. AMD(NASDAQ:AMD)and Nvidia, the two largest suppliers of high performance graphics processing units, benefit from this trend the most.\nTop-tier graphics cards like AMD’s Radeon RX 6000 and Nvidia’s GeForce RTX 30 series have seen strong demand/pricing in 2021, and the steep decline in cryptocurrency prices in the second-quarter did not significantly lower demand. GPU prices peaked in May - at the top of the crypto boom - and have fallen since. However, pricing is still strong with the AMD Radeon RX series selling for 1.64x suggested retail price at the end of August. Nvidia’s GeForce 30 series sold for 1.59x MSRP in August, indicating consistently high demand for GPUs.\nSource: FPS Reviews\nBecause of excellent commercial performance in its main businesses,accelerating momentum in niche businesses and strength in GPU pricing, Nvidia is looking at a dramatic improvement in free cash flow over the next five years... supplying yet another reason to buy the shares!\nNvidia is projecting revenues of $6.8B +/- 2 percent for the third-quarter. Including Q3’22 revenue projections, Nvidia should post revenues of around $19.0B for the first nine months of FY 2022. Adding $7.0B in revenues on top of that for the fourth-quarter, and Nvidia is looking at revenues of around $26.0B for FY 2022.\nThe market projects revenues of $25.8B this year and $29.0B revenues next year (the assumption is for just 13% year over year growth in FY 2023). I believe revenues will be above $30.0B in FY 2023 due to strong business momentum and favorable GPU pricing. Nvidia’s revenues are projected to grow at an annual rate of 23% until FY 2026 (base year: FY 2021).\nSource: Seeking Alpha Estimates\nLooking at Nvidia’s revenue to cash conversion, consistently high free cash flow margins can be found. The semiconductor firm generated annual free cash flow margins ranging between 28% and 39% from FY 2018 to FY 2021 with an average annual margin of 31%. I believe a free cash flow margin around 30% can be sustained going forward, especially if pricing in the graphics cards market stays strong. Because cryptocurrency prices started to recover in the third-quarter, GPUs could even see accelerating demand in the future. Rising digital currency prices benefit Nvidia in two ways: They boost the cryptocurrency mining business/CMP which sells dedicated processors, and higher demand for GPUs improves end market pricing, meaning Nvidia can sell the same graphics card for a higher price. Nvidia’s free cash flow margin in the first six months of FY 2022 was above 33%, due chiefly to strength in GPU demand and pricing.\nSource: Author\nTurning back to revenue projections.\nThe FY 2023 market expectation is for Nvidia to have revenues of $29.0B. Assuming a 30% free cash flow margin, Nvidia is looking at $8.7B in free cash flow next year... which is a 100% improvement over the firm's FY 2020 level of free cash flow. I believe the FY 2023 revenue estimate underestimates Nvidia’s growth potential next year as I see persistent strength in gaming and data centers, and a higher than 13% annual revenue growth rate. However, revenue estimates for Nvidia, for this year and next year, are rising...\nData by YCharts\nIf we were also to assume that Nvidia can generate 30% free cash flow margins in the future, Nvidia’s annual free cash flow is set to surpass $14B by FY 2026. In CAGR terms, this means that Nvidia will grow free cash flow at a 25% annual rate over the next five years. Nvidia may grow free cash flow at a faster rate if revenues also grow faster. I believe this will happen because the RTX upgrade cycle will lead to a higher volume of higher-priced GPUs being sold in the future, which is set to boost FCF margins.\nAs Nvidia releases more top-tier, higher margin graphics cards and gamers upgrade their equipment, Nvidia's free cash flow margins could even expand beyond 30%. Assuming a, say, 35% revenue to free cash flow conversion, Nvidia could generate up to $16.4B in annual free cash flow by FY 2026… which would imply a FCF CAGR of not 25%, but 29%.\nFor that reason, I believe Nvidia’s free cash flow potential is materially undervalued. Nvidia is set to generate a massive amount of cash flow in the next five years. Based off of FY 2023 revenue estimates, Nvidia is not cheap (P-S ratio: 17.9), but the potential for sales and free cash flow growth justifies the price.\nData by YCharts\nRisks with Nvidia\nNvidia has a couple of commercial risks that need to be considered. The industry environment is favorable for Nvidia at the moment which explains strong revenue growth projections, but weaker pricing in graphics cards potentially indicates growing risks to Nvidia’s top line. Lower gross margins will also likely be seen as the canary in the coal mine, indicating that slowing revenue growth is on the horizon. Longer term, Nvidia has to keep its technological edge to defend its tech leadership in GPUs, data centers and AI. Failing to do so would give its rivals, AMD and Intel(NASDAQ:INTC), an opportunity to grow their market share at the expense of Nvidia.\nFinal thoughts\nNvidia, despite a high P-S ratio, may still be undervalued considering the massive ramp in free cash flow that can be expected in the next five years. Sales projections for FY 2023 imply a drop off in growth rates, which I just don’t see given the accelerating strength in Nvidia’s main and niche businesses. Nvidia is in a buy-the-dip situation and the risk profile remains heavily skewed to the upside!","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826783647,"gmtCreate":1634053896235,"gmtModify":1634089006564,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826783647","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohu8.com/m/news/1160581040?lang=&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p>\n<p>Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p>\n<p>Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p>\n<p>No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p>\n<p>That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p>\n<p>“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p>\n<p>Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p>\n<p>The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p>\n<p>The question is whether it’s enough.</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>Another Earnings Season Is Here. What to Expect This Time.</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\">\nAnother Earnings Season Is Here. What to Expect This Time.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 20:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821757770,"gmtCreate":1633797452338,"gmtModify":1633834486238,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Waiting for the crash","listText":"Waiting for the crash","text":"Waiting for the crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821757770","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohu8.com/m/news/1190298937?lang=&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p>\n<p>That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p>\n<p>“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p>\n<p>Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p>\n<p>Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p>\n<p>Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p>\n<p>1. Financials: Bank of America (BAC)</p>\n<p>Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p>\n<p>As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p>\n<p>And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p>\n<p>2. Consumer Staples: PepsiCo (PEP)</p>\n<p>Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p>\n<p>But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p>\n<p>With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p>\n<p>And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p>\n<p>Pepsico shares offer a dividend yield of 2.8%.</p>\n<p>3. Health care: Johnson &amp; Johnson (JNJ)</p>\n<p>Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p>\n<p>And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p>\n<p>JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p>\n<p>The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p>\n<p>JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p>\n<p>The stock currently has a dividend yield of 2.7%.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","PEP":"百事可乐","JNJ":"强生"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821894179,"gmtCreate":1633717952799,"gmtModify":1633744975730,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095222842422150","idStr":"4095222842422150"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821894179","repostId":"1127521584","repostType":4,"repost":{"id":"1127521584","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633703837,"share":"https://www.laohu8.com/m/news/1127521584?lang=&edition=full","pubTime":"2021-10-08 22:37","market":"fut","language":"en","title":"WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014","url":"https://stock-news.laohu8.com/highlight/detail?id=1127521584","media":"Tiger Newspress","summary":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80p","content":"<p>(Oct 8)&nbsp;WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p>\n<p><img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p>\n<p>NYMEX crude has gained over 60% this year.</p>\n<p>Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p>\n<p>In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p>\n<p>\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p>\n<p>OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p>\n<p>Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</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>WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014</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\">\nWTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014\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\">2021-10-08 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 8)&nbsp;WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p>\n<p><img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p>\n<p>NYMEX crude has gained over 60% this year.</p>\n<p>Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p>\n<p>In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p>\n<p>\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p>\n<p>OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p>\n<p>Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127521584","content_text":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.\nNYMEX crude has gained over 60% this year.\nBrent, the global benchmark, hit the $83 level and has gained over 58% this year.\nIn addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.\n\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.\nOPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.\nPrices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":877363068,"gmtCreate":1637889122582,"gmtModify":1637889122582,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Kimly result is good","listText":"Kimly result is good","text":"Kimly result is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877363068","repostId":"1143359507","repostType":4,"isVote":1,"tweetType":1,"viewCount":1425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845996956,"gmtCreate":1636260094468,"gmtModify":1636260094616,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Amd is dark horse","listText":"Amd is dark horse","text":"Amd is dark horse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845996956","repostId":"2181774208","repostType":4,"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823755970,"gmtCreate":1633665587437,"gmtModify":1633665796480,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823755970","repostId":"2173194492","repostType":4,"repost":{"id":"2173194492","kind":"highlight","pubTimestamp":1633660843,"share":"https://www.laohu8.com/m/news/2173194492?lang=&edition=full","pubTime":"2021-10-08 10:40","market":"us","language":"en","title":"3 Video Game Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2173194492","media":"Motley Fool","summary":"Nintendo, Unity, and Roblox are still great long-term investments.","content":"<p>Many video game stocks soared in 2020 as consumers purchased more consoles and games throughout the pandemic. But over the past year, many of those stocks lost their luster as investors fretted over post-pandemic slowdowns. China's regulation on video game companies, the ongoing chip shortage, and the broader sell-off in tech stocks made gaming stocks even less attractive.</p>\n<p>The video game sector will face tough year-over-year comparisons over the next few quarters. But over the next decade, many of the top video game stocks could rally much higher. Let's take a look at three stocks that fit that description: <b>Nintendo </b>(OTC:NTDOY), <b>Unity Software</b> (NYSE:U), and <b>Roblox</b> (NYSE:RBLX).</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645676%2Fgettyimages-951047436.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>1. Nintendo</h2>\n<p>Nintendo has produced market-leading gaming consoles for nearly four decades, and its first-party franchises -- which include <i>Mario</i>, <i>Zelda</i>, and <i>Metroid</i> -- have entertained multiple generations of gamers.</p>\n<p>Nintendo launched its latest video game console, the Switch, in 2017. It expanded that lineup with the cheaper Switch Lite in 2019 and introduced the Switch OLED, which adds a bigger and better screen, this year. Nintendo has shipped 91.1 million Switch consoles over the past four-and-a-half years.</p>\n<p>However, Nintendo's stock has lost nearly a third of its value this year because it faces a near-term slowdown. Nintendo's sales soared 34% in 2020 as more people played its video games during the pandemic, but it expects its sales to decline 9% this year as it faces tough year-over-year comparisons and grapples with the global chip shortage. Some investors were also disappointed that Nintendo didn't introduce a more powerful Switch or an entirely brand new console this year.</p>\n<p>Nintendo's growth will inevitably cool off this year, but I believe it will surprise gamers and investors again -- as it did with the original Wii and the Switch -- over the next decade. Meanwhile, the expansion of its franchises with new theme park attractions and movies could keep people interested in its games, boost its licensing revenue, and pave the way for new console and game releases in the future.</p>\n<h2>2. Unity Software</h2>\n<p>Unity's game engine powers over half of the world's PC, console, and mobile games. Unity makes it much easier to develop cross-platform games. In the past, developers often built their own graphics, rendering, sound, and user interface features then coded them separately for each gaming platform.</p>\n<p>That process was buggy, time-consuming, and expensive. That's why Unity and other similar game engines, like <b>Epic Games</b>' Unreal Engine, have become essential tools for most video game companies.</p>\n<p>A game developer can build a game within Unity without any additional tools and launch it across multiple platforms. Unity also provides additional tools for integrating ads, processing in-app payments, hosting multiplayer games, and analyzing a game's performance.</p>\n<p>The global gaming market could grow at a compound annual growth rate (CAGR) of 12.9% from 2020 to 2027, according to Grand View Research. If Unity merely matches that growth rate, its annual revenue could soar from $772 million in 2020 to over $1.8 billion in 2027.</p>\n<p>But Unity is already growing much faster than the gaming market. Its revenue rose 43% in 2020, and it expects 35% to 37% growth this year. It isn't profitable yet, but it expects to achieve non-GAAP profitability by 2023. Unity's stock isn't cheap at 34 times this year's sales, but its revenue could grow much larger over the next decade if it continues to power more than half of the world's video games.</p>\n<h2>3. Roblox</h2>\n<p>Roblox can be considered a gamified, tween-oriented version of Unity. Its platform enables people to create and share simple block-based games without any coding knowledge, then monetize them with an in-game currency called Robux -- which can be exchanged for real-world cash.</p>\n<p>Roblox became a household name during the pandemic as more students stayed at home and spent more time on their computers. Its bookings surged 82% in 2020, then grew another 77% year over year in the first half of 2021. It ended the second quarter with 43.2 million daily active users, up 29% from a year ago, as its average hours engaged rose 13% to 9.7 billion.</p>\n<p>Those growth rates are impressive, but Roblox remains unprofitable, faces concerns about a post-pandemic slowdown, and has a stock that looks expensive at 17 times this year's sales. Its dependence on tween users could expose it to more safety hazards for minors as the platform expands, and some of its users could graduate to more advanced game engines like Unity or Unreal to create more sophisticated games.</p>\n<p>Those concerns are all valid, but I believe Roblox's stock could head higher over the next 10 years because it's a self-sufficient, creator-powered platform like YouTube. Roblox doesn't need to develop new games like Nintendo or court game studios like Unity -- it simply needs to let its community thrive and produce more games on its own to continue expanding.</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 Video Game Stocks You Can Buy and Hold for the Next 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\">\n3 Video Game Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 10:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/07/video-game-stocks-buy-and-hold-next-decade/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many video game stocks soared in 2020 as consumers purchased more consoles and games throughout the pandemic. But over the past year, many of those stocks lost their luster as investors fretted over ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/07/video-game-stocks-buy-and-hold-next-decade/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTDOY":"任天堂","U":"Unity Software Inc.","RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2021/10/07/video-game-stocks-buy-and-hold-next-decade/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173194492","content_text":"Many video game stocks soared in 2020 as consumers purchased more consoles and games throughout the pandemic. But over the past year, many of those stocks lost their luster as investors fretted over post-pandemic slowdowns. China's regulation on video game companies, the ongoing chip shortage, and the broader sell-off in tech stocks made gaming stocks even less attractive.\nThe video game sector will face tough year-over-year comparisons over the next few quarters. But over the next decade, many of the top video game stocks could rally much higher. Let's take a look at three stocks that fit that description: Nintendo (OTC:NTDOY), Unity Software (NYSE:U), and Roblox (NYSE:RBLX).\nImage source: Getty Images.\n1. Nintendo\nNintendo has produced market-leading gaming consoles for nearly four decades, and its first-party franchises -- which include Mario, Zelda, and Metroid -- have entertained multiple generations of gamers.\nNintendo launched its latest video game console, the Switch, in 2017. It expanded that lineup with the cheaper Switch Lite in 2019 and introduced the Switch OLED, which adds a bigger and better screen, this year. Nintendo has shipped 91.1 million Switch consoles over the past four-and-a-half years.\nHowever, Nintendo's stock has lost nearly a third of its value this year because it faces a near-term slowdown. Nintendo's sales soared 34% in 2020 as more people played its video games during the pandemic, but it expects its sales to decline 9% this year as it faces tough year-over-year comparisons and grapples with the global chip shortage. Some investors were also disappointed that Nintendo didn't introduce a more powerful Switch or an entirely brand new console this year.\nNintendo's growth will inevitably cool off this year, but I believe it will surprise gamers and investors again -- as it did with the original Wii and the Switch -- over the next decade. Meanwhile, the expansion of its franchises with new theme park attractions and movies could keep people interested in its games, boost its licensing revenue, and pave the way for new console and game releases in the future.\n2. Unity Software\nUnity's game engine powers over half of the world's PC, console, and mobile games. Unity makes it much easier to develop cross-platform games. In the past, developers often built their own graphics, rendering, sound, and user interface features then coded them separately for each gaming platform.\nThat process was buggy, time-consuming, and expensive. That's why Unity and other similar game engines, like Epic Games' Unreal Engine, have become essential tools for most video game companies.\nA game developer can build a game within Unity without any additional tools and launch it across multiple platforms. Unity also provides additional tools for integrating ads, processing in-app payments, hosting multiplayer games, and analyzing a game's performance.\nThe global gaming market could grow at a compound annual growth rate (CAGR) of 12.9% from 2020 to 2027, according to Grand View Research. If Unity merely matches that growth rate, its annual revenue could soar from $772 million in 2020 to over $1.8 billion in 2027.\nBut Unity is already growing much faster than the gaming market. Its revenue rose 43% in 2020, and it expects 35% to 37% growth this year. It isn't profitable yet, but it expects to achieve non-GAAP profitability by 2023. Unity's stock isn't cheap at 34 times this year's sales, but its revenue could grow much larger over the next decade if it continues to power more than half of the world's video games.\n3. Roblox\nRoblox can be considered a gamified, tween-oriented version of Unity. Its platform enables people to create and share simple block-based games without any coding knowledge, then monetize them with an in-game currency called Robux -- which can be exchanged for real-world cash.\nRoblox became a household name during the pandemic as more students stayed at home and spent more time on their computers. Its bookings surged 82% in 2020, then grew another 77% year over year in the first half of 2021. It ended the second quarter with 43.2 million daily active users, up 29% from a year ago, as its average hours engaged rose 13% to 9.7 billion.\nThose growth rates are impressive, but Roblox remains unprofitable, faces concerns about a post-pandemic slowdown, and has a stock that looks expensive at 17 times this year's sales. Its dependence on tween users could expose it to more safety hazards for minors as the platform expands, and some of its users could graduate to more advanced game engines like Unity or Unreal to create more sophisticated games.\nThose concerns are all valid, but I believe Roblox's stock could head higher over the next 10 years because it's a self-sufficient, creator-powered platform like YouTube. Roblox doesn't need to develop new games like Nintendo or court game studios like Unity -- it simply needs to let its community thrive and produce more games on its own to continue expanding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699125633,"gmtCreate":1639757604887,"gmtModify":1639757933489,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"High risk high gain","listText":"High risk high gain","text":"High risk high gain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699125633","repostId":"1125012423","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846633321,"gmtCreate":1636076712605,"gmtModify":1636076712710,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Strong","listText":"Strong","text":"Strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846633321","repostId":"1120921072","repostType":4,"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823752410,"gmtCreate":1633665537432,"gmtModify":1633665796196,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823752410","repostId":"1194871753","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823752585,"gmtCreate":1633665526667,"gmtModify":1633665796538,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"[思考]&nbsp;","listText":"[思考]&nbsp;","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823752585","repostId":"1194871753","repostType":4,"repost":{"id":"1194871753","kind":"news","pubTimestamp":1633664026,"share":"https://www.laohu8.com/m/news/1194871753?lang=&edition=full","pubTime":"2021-10-08 11:33","market":"us","language":"en","title":"Buffett pal Charlie Munger is doubling down on Alibaba bet","url":"https://stock-news.laohu8.com/highlight/detail?id=1194871753","media":"CNN Business","summary":"New York (CNN Business) - Charlie Munger, the 97-year old vice chairman of Warren Buffett'sBerkshire","content":"<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>Charlie Munger, the 97-year old vice chairman of Warren Buffett'sBerkshire Hathaway, has long been bullish on China's economy. Now, Munger is putting more of his own firm's money into one of China's most well-known stocks: Alibaba.</p>\n<p>Munger's newspaper publisher and investment firm&nbsp;Daily Journal&nbsp;revealed in a&nbsp;regulatory filing&nbsp;earlier this week that it boosted its position in&nbsp;Alibaba&nbsp;by nearly 83% in the third quarter.</p>\n<p>Daily Journal now owns more than 302,000 shares of the Chinese e-commerce and cloud giant, almost doubling its position of 165,000 shares in the second quarter. The company's Alibaba stake is now worth about $45 million.</p>\n<p>Shares of Alibaba surged nearly 9% Thursday and have gained more than 12% since Tuesday, the day that Daily Journal disclosed its increased stake in the company.</p>\n<p>Notably, Alibaba is the only stock that Daily Journal boosted its position in during the third quarter. Munger's firm held steady with stakes in four other companies: financial giantsBank of America,US Bancorp&nbsp;and&nbsp;Wells Fargo&nbsp;as well as South Korean steelmaker&nbsp;Posco.</p>\n<p>Alibaba isn't the only top Chinese stock to rally in recent days.</p>\n<p>Rival digital retailers&nbsp;JD.com&nbsp;and&nbsp;Pinduoduo&nbsp;as well as tech firms&nbsp;Baidu&nbsp;and&nbsp;Tencent&nbsp;have surged too.</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>Buffett pal Charlie Munger is doubling down on Alibaba bet</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\">\nBuffett pal Charlie Munger is doubling down on Alibaba bet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 11:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/10/07/investing/charlie-munger-alibaba-china-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) - Charlie Munger, the 97-year old vice chairman of Warren Buffett'sBerkshire Hathaway, has long been bullish on China's economy. Now, Munger is putting more of his own firm's ...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/07/investing/charlie-munger-alibaba-china-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":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://edition.cnn.com/2021/10/07/investing/charlie-munger-alibaba-china-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194871753","content_text":"New York (CNN Business) - Charlie Munger, the 97-year old vice chairman of Warren Buffett'sBerkshire Hathaway, has long been bullish on China's economy. Now, Munger is putting more of his own firm's money into one of China's most well-known stocks: Alibaba.\nMunger's newspaper publisher and investment firm Daily Journal revealed in a regulatory filing earlier this week that it boosted its position in Alibaba by nearly 83% in the third quarter.\nDaily Journal now owns more than 302,000 shares of the Chinese e-commerce and cloud giant, almost doubling its position of 165,000 shares in the second quarter. The company's Alibaba stake is now worth about $45 million.\nShares of Alibaba surged nearly 9% Thursday and have gained more than 12% since Tuesday, the day that Daily Journal disclosed its increased stake in the company.\nNotably, Alibaba is the only stock that Daily Journal boosted its position in during the third quarter. Munger's firm held steady with stakes in four other companies: financial giantsBank of America,US Bancorp and Wells Fargo as well as South Korean steelmaker Posco.\nAlibaba isn't the only top Chinese stock to rally in recent days.\nRival digital retailers JD.com and Pinduoduo as well as tech firms Baidu and Tencent have surged too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823305870,"gmtCreate":1633578154739,"gmtModify":1633584394342,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823305870","repostId":"1131458105","repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohu8.com/m/news/1131458105?lang=&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"<p><b>Summary</b></p>\n<ul>\n <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>\n <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>\n <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>\n <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p>\n<p>Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p>\n<p>The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p>\n<p>Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p>\n<p><b>Palantir’s History of Key Government Contract Wins</b></p>\n<p>Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p>\n<ul>\n <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>\n <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>\n <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>\n <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li>\n</ul>\n<p><b>What do these Milestones Imply?</b></p>\n<p>Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p>\n<p>The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p>\n<p>Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p>\n<p><b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p>\n<p>President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p>\n<p>The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p>\n<p><b>Conclusion</b></p>\n<p>With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</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>Palantir: What Does The Latest $823 Million Military Contract Win Imply?</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\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 10:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690792393,"gmtCreate":1639706845910,"gmtModify":1639708183644,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"So when can start bargain hunting?&nbsp;","listText":"So when can start bargain hunting?&nbsp;","text":"So when can start bargain hunting?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690792393","repostId":"2192920942","repostType":4,"repost":{"id":"2192920942","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639694745,"share":"https://www.laohu8.com/m/news/2192920942?lang=&edition=full","pubTime":"2021-12-17 06:45","market":"us","language":"en","title":"Nasdaq ends sharply lower as investors dump growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2192920942","media":"Reuters","summary":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector inde","content":"<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq ends sharply lower as investors dump growth stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq ends sharply lower as investors dump growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-17 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4554":"元宇宙及AR概念","SDS":"两倍做空标普500ETF","BK4515":"5G概念","SSO":"两倍做多标普500ETF","BK4553":"喜马拉雅资本持仓","TSLA":"特斯拉","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TQQQ":"纳指三倍做多ETF","BK4524":"宅经济概念","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","BK4543":"AI","BK4527":"明星科技股","BK4538":"云计算",".DJI":"道琼斯","BK4501":"段永平概念","LEN":"莱纳建筑公司","SH":"标普500反向ETF","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","DXD":"道指两倍做空ETF","DOG":"道指反向ETF",".SPX":"S&P 500 Index","BK4503":"景林资产持仓","OEX":"标普100","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","NVDA":"英伟达","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","BK4088":"住宅建筑","BK4549":"软银资本持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192920942","content_text":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector indexes, financials rally\n* Lennar slips after missing quarterly profit\n* Indexes: Dow -0.08%, S&P 500 -0.87%, Nasdaq -2.47%\nDec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.\nNvidia,Apple,Microsoft, Amazon and Tesla tumbled between 2.6% and 6.8%, hitting the Nasdaq and the S&P 500, while the Dow Jones Industrial Average declined marginally.\nMost of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.\nThe Dow Jones Industrial Average fell 0.08% to end at 35,897.64, while the S&P 500 lost 0.87% to 4,668.67.\nThe Nasdaq Composite dropped 2.47% to 15,180.44.\nThe U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.\nThat pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.\nThe S&P 500 value index climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.\n\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.\n\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.\nAmong the 11 major S&P 500 sector indexes, technology slumped 2.9%, while financials rallied 1.2%. Eight of the sectors gained, even as the overall index fell.\n\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.\nRecent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.\nThe CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.\nData showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.\nSeparately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.\nLennar Corp fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.\nThe S&P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.\nVolume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851654309,"gmtCreate":1634906964931,"gmtModify":1634907710277,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851654309","repostId":"1130370622","repostType":4,"isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821757770,"gmtCreate":1633797452338,"gmtModify":1633834486238,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Waiting for the crash","listText":"Waiting for the crash","text":"Waiting for the crash","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821757770","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohu8.com/m/news/1190298937?lang=&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p>\n<p>That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p>\n<p>“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p>\n<p>Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p>\n<p>Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p>\n<p>Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p>\n<p>1. Financials: Bank of America (BAC)</p>\n<p>Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p>\n<p>As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p>\n<p>And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p>\n<p>2. Consumer Staples: PepsiCo (PEP)</p>\n<p>Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p>\n<p>But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p>\n<p>With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p>\n<p>And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p>\n<p>Pepsico shares offer a dividend yield of 2.8%.</p>\n<p>3. Health care: Johnson &amp; Johnson (JNJ)</p>\n<p>Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson &amp; Johnson has become a household name.</p>\n<p>And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean &amp; Clear could stand on their own as successful brands.</p>\n<p>JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p>\n<p>The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p>\n<p>JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p>\n<p>The stock currently has a dividend yield of 2.7%.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html><strong>finance.yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson ...</p>\n\n<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","PEP":"百事可乐","JNJ":"强生"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823302744,"gmtCreate":1633578109458,"gmtModify":1633584394399,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Execution is key","listText":"Execution is key","text":"Execution is key","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823302744","repostId":"1146744889","repostType":4,"repost":{"id":"1146744889","kind":"news","pubTimestamp":1633577132,"share":"https://www.laohu8.com/m/news/1146744889?lang=&edition=full","pubTime":"2021-10-07 11:25","market":"us","language":"en","title":"Intel Vs. AMD: Competitive Prospects","url":"https://stock-news.laohu8.com/highlight/detail?id=1146744889","media":"Seeking Alpha","summary":"Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the C","content":"<p><b>Summary</b></p>\n<ul>\n <li>This is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.</li>\n <li>It covers the desktop, laptop and server segments.</li>\n <li>There are changes happening, and more will be coming, to this competitive positioning.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad7be89aa0540e7ed8c51debe3aa0392\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Vedat OGUZCAN/iStock via Getty Images</span></p>\n<p>This article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices(NASDAQ:AMD)and Intel(NASDAQ:INTC)on the CPU market. Namely, on its three main segments: desktop, laptop and server.</p>\n<p>The article was built through the careful aggregation of information from dozens of sources, taking into account the most credible reports backed by the most recent benchmarks and statements from Intel and AMD.</p>\n<p><b>The Context</b></p>\n<p>AMD has sprang a surprise. Since the first Zen 3-based chips reached the market, AMD has built up a significant advantage over Intel. This happened in the:</p>\n<ul>\n <li>Desktop segment, where Zen 3 chips got to achieve equivalent single-threaded performance, while besting Intel on multithreaded performance due to much higher core counts.</li>\n <li>Laptop segment, though to a lesser extent, mostly on the strength of its multithreaded performance as well.</li>\n <li>Server, with its EPYC CPUs, on account of very competitive multithreaded abilities as a result of much higher core counts, as well as better performance / energy consumption metrics. Moreover, since Intel had been unchallenged in the server space for so long, AMD found it easy to price its CPUs at much better price / performance and TCO (Total Cost of Ownership) / performance ratios.</li>\n</ul>\n<p>AMD achieved this incredible feat through three developments:</p>\n<ul>\n <li>It finally built a competitive CPU architecture, enabling it to level the field in terms of IPC (Instructions Per Cycle).</li>\n <li>It got access to a process advantage due to using an external supplier, TSMC(NYSE:TSM). TSMC surpassed Intel's process abilities, and with Intel fabricating its chips internally, this created a semi-permanent disadvantage for Intel CPUs. This happened on account of many Intel missteps and delays advancing its process technology.</li>\n <li>And AMD's bet on a MCM (Multi-Chip Module) architecture, which enabled it to divide a monolithic CPU die (which is expensive to manufacture due to manufacturing yields being lower for larger dies) into many small, less expensive dies. This brought down the cost of the chip and allowed AMD to sell chips with many more cores than Intel's at similar price points.</li>\n</ul>\n<p>Intel took a long time to respond to AMD’s challenge, giving AMD the possibility of catching and surpassing Intel.</p>\n<p>Things move slowly when it comes to designing chips or evolving chipmaking processes, so the initial reaction would always have to be slow. In the meantime, AMD has been slowly but surely eroding Intel’s market position, including on the very profitable server market. Any increase in AMD competitivity would lead to this, since Intel started from very high market shares on account of AMD’s prior near-absolute lack of competitiveness.</p>\n<p>This is the starting point for my analysis today. At this point in time, AMD has been beating Intel like a redheaded stepchild across the market (by gaining market share), though slower on servers and laptops.</p>\n<p>Servers are a conservative market and move slower, while on laptops Intel’s 11thgeneration chips still managed to keep AMD somewhat at bay due to a large GPU performance gain while keeping decent performance on the CPU side.</p>\n<p>Anyway, let’s check how things are set to evolve over the next 2-3 years.</p>\n<p><b>DesktopPresent</b></p>\n<p>In terms of desktop CPUs, currently the battle is fought between Intel’s 11thgeneration and AMD’s Ryzen 5000 series. Intel has a small lead in single threaded performance, but AMD has a very large lead on multitasking performance, due to AMD fielding CPUs with a higher core number. For instance, at the top of the range, AMD’s Ryzen 5950x has 16 cores 32 threads) to Intel’s 11900K 8 (16 threads).</p>\n<p>Intel’s single threaded performance cannot compensate for the smaller number of cores, so presently AMD’s desktop offerings are more competitive.</p>\n<p><b>Next Month</b></p>\n<p>The first shot on the renewed Intel/AMD war will be fired by Intel next month. That’s when Intel’s 12thgeneration, Alder Lake, will launch. This generation has one particularity: it will be the first time the x86 world will see the arrival of a big.little architecture.</p>\n<p>In the case of Alder Lake, Intel will provide CPUs with up to 8 performance cores and another 8 efficiency cores. The performance cores have hyperthreading (two threads per core), the efficiency cores do not, hence, this 16-core CPU can run 24 threads, versus 32 on a top-of-the-line Ryzen. The top of the Intel Alder Lake line will be the i9-12900K CPU.</p>\n<p>This chip will represent a huge step for Intel. From early tests, the 12900K is showing up to 2x higher performance in multitasking, when compared to the 11900K.</p>\n<p>The jump in multitasking performance comes from two sources:</p>\n<ul>\n <li>The small efficiency cores are actually quite performant. They perform&nbsp;above the level of an SkyLake core&nbsp;(thus, at slightly less than 1/2 the performance on the new Performance cores), but do so while demanding significantly less power. Hence, although they are efficiency cores, they can still provide significant computing capacity which impacts the overall multitasking ability of the chip. Roughly, about 33% of the chip’s multitasking power can come from these cores.</li>\n <li>Alder Lake also represents a large IPC jump, due to it using entirely new and much wider Performance core. This IPC gain is on the order of 19-20%, and a larger overall gain still might come from higher frequencies on top.</li>\n</ul>\n<p><b>Efficiency Cores</b></p>\n<p>One of the big surprises with Intel’s Alder Lake generation, is the performance the E-Cores (Efficiency Cores, Gracemont) are said to attain. These cores, schematically, seem to occupy 1/4ththe area taken by the new Golden Cove P-Cores (Performance Cores). Yet, in Intel’s&nbsp;Architecture Day 2021 presentation, these cores are able to attain levels of performance over those hit by SkyLake cores.</p>\n<p>Notice the relative sizes:</p>\n<p><img src=\"https://static.tigerbbs.com/404ab04fb76822e023833b08316cccec\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/97305d665518f38620f00eedc89841f7\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"></p>\n<p>And notice the power/performance charts vs SkyLake</p>\n<p><img src=\"https://static.tigerbbs.com/4e65c15620b40f9cb4e5282a096bc8b4\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"></p>\n<p>The 80% performance jump doesn’t mean the core is 80% faster on single-threaded jobs. This is a multithreaded comparison, with four single-threaded efficiency cores vs twohyperthreadedSkyLake cores. For single-threaded performance:</p>\n<p><img src=\"https://static.tigerbbs.com/714ffd1802677273d9b059fd270334c6\" tg-width=\"640\" tg-height=\"342\" width=\"100%\" height=\"auto\"></p>\n<p><b>Performance Cores</b></p>\n<p>At the same time, Intel’s big cores have made a large jump in performance. This jump is cumulative with what happened with Rocket Lake, and thus it has been enough to propel Intel well ahead of AMD’s current offerings when it comes to single threaded performance (~25%+).</p>\n<p>The performance jump on the Performance cores, together with actually performant efficiency cores, also means that Alder Lake is able to match AMD's multithreaded performance even though it can only process 24 threads (16 threads on the 8 Performance cores, 8 threads on efficiency cores) vs AMD's 32 (on high-end chips).</p>\n<p>This performance jump by Intel arguably will put Intel at an advantage in the desktop market next month, as soon as Alder Lake launches.</p>\n<p><b>Q1 2022</b></p>\n<p>In Q1 2022, AMD’s 6000 series (Warhol) arrives. It will still be based on the Zen 3 architecture, and promises small (up to 5%) IPC gains, plus gains in other areas including frequency, aggregating to a~9% performance gain.</p>\n<p>This will clearly fall short of what Alder Lake is showing now, though it can create a small advantage on multithreaded uses. The desktop core count will remain at 16 cores, hence there’s no large leapfrogging of Intel’s effort.</p>\n<p>As a result, even with the AMD 6000 series shipping, Intel will likely retain the desktop performance crown.</p>\n<p><b>Q3 2022</b></p>\n<p>Come Q3 2022, Intel will likely release its 13thgeneration CPU family, Raptor Lake. This will be a refresh of Alder Lake, with minor IPC and memory improvements. The IPC and performance gains on this generation will likely mirror those attained by AMD on its AMD 6000 series.</p>\n<p>However, Intel will add another 8 efficiency cores to Raptor Lake on its high-end chip, upping the core count to 24 and the thread count to 32. What this means is:</p>\n<ul>\n <li>Given the estimated contribution by the efficiency cores to Alder Lake’s multithreaded performance (~33%) and 8 additional efficiency cores (doubles their count), these additional cores can thus add a further 33% multithreaded improvement;</li>\n <li>And there will also be some single-threaded performance improvements.</li>\n</ul>\n<p>This seems enough to put the 13900K CPU ahead of the high-end Ryzen 6000 CPU even on multithreaded scenarios. Thus, Raptor Lake will solidify Intel’s position at the top of the desktop market.</p>\n<p><b>Q4 2022</b></p>\n<p>AMD is set to launch the Zen 4-based Ryzen 7000 series (Raphael) at this time, likely close to year-end.</p>\n<p>It’s hard to estimate how large the performance uplift will be, though it seems&nbsp;up to 29% IPC&nbsp;and 40%-45% overall performance gains over the current generation (Zen 3) might be attainable. The core count for Desktop chips will remain at 16 cores (32 threads). Zen 4 will be built on a new TSMC process node.</p>\n<p>These are very significant gains. If they’re realized, they are probably enough to put Zen 4 slightly ahead of Intel’s Raptor Lake, or match it.</p>\n<p>In my view, even if an advantage is gained, it will likely be small (given the large jump achieved by Alder Lake, and then reinforced by Raptor Lake). Hence, at this point – Q4 2022 -- things will be too close to call on the Desktop market.</p>\n<p><b>Q2 2023</b></p>\n<p>Intel will launch Meteor Lake. This is an entirely new architecture on a new process node (Intel 4). Although there are no performance numbers at this point, a new architecture together with a new process node is bound to produce a large IPC gain. On top of this, Meteor Lake will also be a truly MCM design, allowing Intel to more easily ramp up the core count, which will favor multithreaded performance.</p>\n<p>Hence, when Meteor Lake is launched, Intel is highly likely to put itself firmly ahead of Zen 4 CPUs in the desktop market. AMD’s answer will only come much later, in the form of Zen 5. At this point, it’s possible that Intel will have gained, and will keep, the performance leadership for a longer time.</p>\n<p><b>LaptopPresent</b></p>\n<p>Currently, the laptop battle is fought between Intel’s Tiger Lake-H and -U families and AMD’s Ryzen 5000 H and U series.</p>\n<p>Intel and AMD are well matched in the H segment, with single-threaded and multithreaded performance broadly similar between the two.</p>\n<p>On the U segment, Intel provides a lower core count at the top (4 vs 8), which gives AMD a performance lead on multithreaded tasks. However, Intel then has a large lead on single-threaded performance, as well as a large lead on GPU performance.</p>\n<p>Given the above, I’ve considered that it’s too close to call this segment right now.</p>\n<p><b>Q1 2022</b></p>\n<p>During Q1 2023, Intel will launch new CPUs for the laptop market (H and U families) based on its very performant Alder Lake generation (as we saw from the desktop segment).</p>\n<p>These CPUs will go up to 6+8 cores (14 cores, 20 threads, H family) and 2+8 cores (10 cores, 12 threads, U family), which will represent a large increase in core and thread counts from the present Tiger Lake generation (H goes from 8 to 14 cores, 16 to 20 threads; U goes from 4 to 10 cores, 8 to 12 threads). Simultaneously, the Performance cores will have a 20% IPC uplift (and likely a larger overall performance gain).</p>\n<p>Hence, compute performance will be substantially increased, putting it well ahead of the existing AMD Ryzen 5000 series. However, the maximum EU (Execution Unit) count on the Alder Lake mobile CPUs remains capped at 96 EUs. Moreover, it seems these EUs will be based on the same GPU generation as the existing Tiger Lake GPUs. Hence, GPU performance will likely not increase a lot.</p>\n<p>At about the same time, AMD will launch Ryzen 6000 APUs (Rembrandt), which will somewhat improve overall performance (~9%). But most importantly, AMD will mate these APUs with an entirely new GPU generation based on its RDNA 2 technology. This change will bring extreme GPU performance increases because the prior APUs were still based on AMD’s outdated and outclassed Vega technology. The performance increases will likely exceed 100%, and will put AMD’s mobile offerings well ahead of Intel’s when it comes to GPU performance.</p>\n<p>Hence, as of Q1 2022 Intel will likely get the mobile CPU performance crown, but AMD will take away the integrated mobile GPU performance crown from Intel. As a result, I think the battle between these two products will be too close to call and will depend on each customer’s priorities.</p>\n<p><b>Q3 2022</b></p>\n<p>Intel’s mobile range will be refreshed with the launch of its 13thgeneration Raptor Lake CPUs. These will bring small CPU performance gains, which will build on the gains it attained with Alder Lake.</p>\n<p>However, the big news with the mobile Raptor Lake CPUs is that they’ll switch the GPU technology, going from Intel LP GPUs to Intel HPG GPUs. Moreover, the maximum number of EUs will be increased from 96 to 192 (doubled).</p>\n<p>This is a significant change. Intel’s HPG EUs are supposed to bring a 50% performance uplift (on the same power budget), and the doubling of the maximum EUs will bring another 100% performance uplift. Conceivably, the maximum GPU performance on Raptor Cove high-end mobile CPUs might increase as much as 200%, though Intel might sacrifice some of the potential improvement for energy saving reasons.</p>\n<p><img src=\"https://static.tigerbbs.com/799bea21a599b46badc1d99a507745ec\" tg-width=\"640\" tg-height=\"351\" width=\"100%\" height=\"auto\"></p>\n<p>When this is realized, Intel will attain performance superiority both on the CPU and GPU side in its mobile offerings. Hence, Intel will be at a clear advantage on the laptop market from Q3 2022 onwards.</p>\n<p><b>Q1 2023</b></p>\n<p>Q1 2023 marks the likely arrival of Zen 4-based laptop CPUs from AMD. These will likely enable AMD to regain the upper hand on CPU multitasking performance, and possibly level things on the single-threaded performance side. It remains to be seen what will happen at the GPU level.</p>\n<p>In my view, like on the desktop side, AMD will regain the upper hand if the GPU side manages to surpass Intel’s big jump from using its HPG GPUs. Still, for me right now this segment will be too close to call once Zen 4 arrives.</p>\n<p><b>Q2 2023</b></p>\n<p>In Q2 2023, Intel will likely start shipping its Meteor Lake 14thgeneration mobile CPUs. Meteor Lake is both a new architecture and it will be built on a new process node. Additionally, Meteor Lake will be Intel’s first truly MCM design of the modern era.</p>\n<p>As a result of so many performance-enhancing developments, Meteor Lake is likely to bring significant performance gains (15-20% or more, depending on Intel choices), both on multitasking and single-threaded scenarios. Since Meteor Lake will arrive when things are more or less balanced between Intel and AMD, this will immediately push Intel towards a clear leadership in the laptop segment.</p>\n<p><b>ServerPresent</b></p>\n<p>Presently, Intel’s Xeon Scalable 3rdGen tops out at 40 cores, while AMD’s EPYC Milan CPUs go all the way to 64 cores.</p>\n<p>This large difference in number of cores means the Xeon is not very competitive in tasks involving maximum throughput. Cloud offerings often require high utilization rates, and thus the higher core count gives superiority to AMD and offers it a way to gain market share, which AMD has been taking advantage of.</p>\n<p><b>Q2 2022</b></p>\n<p>Around Q2 2022, Intel will launch its Sapphire Rapids Xeons. These will benefit from:</p>\n<ul>\n <li>An early multi-die effort, allowing Intel to increase the core count to at least 56 cores. The CPU cores will be spread out in up to four dies, with 14 cores active in each (maybe more in the future).</li>\n <li>A very large jump in single-threaded performance, similar or larger than the one enjoyed by Alder Lake.</li>\n</ul>\n<p>At about the same time, though, AMD is likely to deploy its EPYC Milan-X server CPUs. The main change with these will be the use of 3D stacking to add extra cache on top of the execution units, making for much larger CPU caches. This will provide a performance improvement which will vary a lot across workloads (those more reliant on cache might benefit significantly, others not so much).</p>\n<p>Without the launch of AMD’s EPYC Milan-X, it would seem that the single- and multi-threaded performance afforded by the use of improved Alder Lake-derived cores (Golden Cove), along with a better (not as punishing, performance-wise) multi-die approach, would allow Sapphire Rapids to surpass AMD’s EPYC Milan. This would happen with Sapphire Rapids matching or beating EPYC Milan’s multitasking abilities, while also enjoying a significant single-threaded performance advantage.</p>\n<p>However, with the launch of EPYC Milan-X, I consider the situation too close to call, on account of Sapphire Rapids’ lower core count, along with some improvement in Milan’s overall performance.</p>\n<p>Still, on the server side, Intel being on equal terms with AMD is actually an improvement right now.</p>\n<p><b>Q4 2022</b></p>\n<p>It all changes in AMD’s favor come Q4 2022, though. That’s when AMD will launch its EPYC Genoa generation, based on Zen 4 cores.</p>\n<p>This generation will bring a new architecture, be built on a new process node and enjoy the benefits from the 3D cache stacking used on EPYC Milan-X. It will also bump the maximum number of cores to 96. This will result in:</p>\n<ul>\n <li>EPYC Genoa matching or beating Sapphire Rapids' single-threaded performance.</li>\n <li>EPYC Genoa greatly outclassing Sapphire Rapids when it comes to the all-important (for server loads) multithreaded performance (96 vs 56 cores).</li>\n</ul>\n<p>On account of this, AMD will again regain the upper hand in the server market.</p>\n<p><b>Q1 2023</b></p>\n<p>On Q1 2023, Intel will likely field a refresh of the Sapphire Rapids generation, code named Emerald Rapids. This generation will bring the benefits from the Raptor Lake desktop refresh to the server side. It will also bump the maximum number of cores to 64 from 56.</p>\n<p>Still, the advantage gained by the Zen 4-based EPYC Genoa seems large enough that Emerald Rapids won’t be enough to counter it. Emerald Rapids might get close on single-threaded use cases, but it will still remain far away in terms of multithreaded use cases – the most important for server CPUs most often handling virtualized workloads. Basically, the “number of cores” advantage enjoyed by EPYC Genoa will be unsurmountable by this iterative Intel effort.</p>\n<p>AMD will keep its advantage in the server space, and will thus continue to chip away at Intel’s market share throughout this period.</p>\n<p><b>Q3 2023</b></p>\n<p>At this point, on the server side, there will be a truly significant event. Intel will bring its Granite Rapids server CPU generation to the market.</p>\n<p><img src=\"https://static.tigerbbs.com/f7c77d5b18968ad5fdc85e0aff296903\" tg-width=\"1280\" tg-height=\"502\" width=\"100%\" height=\"auto\"></p>\n<p>This generation enjoys benefits similar to those enjoyed by Meteor Lake on the desktop side, but to an even larger extent. Namely, this generation is set to bump the number of cores to 120, spread across two 60-core dies. This is significant in several ways:</p>\n<ul>\n <li>These cores, on a standalone basis, will likely beat Zen 4 cores by a wide single-threaded margin. This is so because at the starting point Zen 4 will be roughly matched to the previous Intel cores (Raptor Cove on Raptor Lake). Meteor Lake (and Granite Rapids), however, will be built with a new core architecture (Redwood Cove) and on a new process step. Thus, the performance gains are likely to be significant on a single-threaded basis.</li>\n <li>By putting 120 cores on a single server CPU, Intel will for the first time in a long while, be having more cores per CPU than AMD. With each core being more powerful, this already ensures a significantly higher multithreaded performance.</li>\n <li>But worse still, since the core dies are much larger on Intel’s Granite Rapids (two dies, 60 cores each) than on AMD’s EPYC Genoa (12 CCDs with 8 cores each), this will lead to another performance benefit for Granite Rapids: The latencies between its cores will be much lower, leading to a large relative performance gain (other things being equal).</li>\n</ul>\n<p>From these effects, it seems a certainty that Intel will regain its performance lead, both on single-threaded and multithreaded use cases, on the server segment. And Intel's advantage will, at that point, be large. This is set to happen in Q3 2023, nearly two years from now.</p>\n<p>After Granite Rapids, Intel is also promising another very large jump in performance, but this will already fall outside the timeframe for this article. AMD will also bring Zen 5, but its arrival schedule is still very uncertain.</p>\n<p><b>A Charted Summary</b></p>\n<p>The above translates into the following color-coded schematic for all the segments:</p>\n<p><img src=\"https://static.tigerbbs.com/19775dfb6f19634f9d4f428ef9b27d13\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"></p>\n<p><b>Conclusion</b></p>\n<p>Taking into account the near-term roadmaps, benchmarks, leaks and guidance, it seems Intel is on the verge of taking away the performance crown from AMD. This will happen by Intel first regaining the single-threaded crown by a visible margin, while more or less matching AMD on multitasking, followed by a period where Intel will get a lead on both counts, interrupted only briefly by AMD's Zen 4.</p>\n<p>However, perhaps in the most important market segment, servers, AMD looks to be ahead of Intel until late 2023 – mostly on account of much higher core counts. This is two years away from today, and that’s a long time for the market to look forward to. Until then, AMD might well continue to take server share away from Intel. Also, it seems possible that near-term, AMD will also increase its threat to the laptop market, due to an incoming, very large, GPU processing power improvement.</p>\n<p>Within two years, it seems likely that Intel will again regain a sustainable performance advantage over AMD across all market segments. In the near term, Alder Lake will already imply pressure on AMD’s desktop margins (for a while, AMD has been commanding premium pricing in that market, when compared to Intel). Still, one wonders if the market will look that far forward right now.</p>\n<p>AMD stock is rendered dangerous in light of these developments. Intel stock might become more attractive, since Intel also seems to be improving its process technology at a higher cadence now, and its push into the foundry business might also be favorable.</p>\n<p>However, the current situation remains hard for Intel on the server market, and thus makes an immediate long bet somewhat hard as well even if the potential is visible. Considering this, I’m leaning slightly bearish on AMD and leaning slightly bullish on Intel, but it’s hard to commit to the position fully given the short-term server headwinds for Intel and tailwinds for AMD resulting from Zen 4 expectations.</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>Intel Vs. AMD: Competitive Prospects</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\">\nIntel Vs. AMD: Competitive Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-07 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.\nIt covers the desktop, laptop and server segments.\nThere are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4458744-intel-vs-amd-competitive-prospects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146744889","content_text":"Summary\n\nThis is a (very) long look into the competitive positioning between Intel and AMD, on the CPU/SoC side, over the next 2+ years.\nIt covers the desktop, laptop and server segments.\nThere are changes happening, and more will be coming, to this competitive positioning.\n\nVedat OGUZCAN/iStock via Getty Images\nThis article will cover the present, and near-term (up to more than two years out), competitive prospects between Advanced Micro Devices(NASDAQ:AMD)and Intel(NASDAQ:INTC)on the CPU market. Namely, on its three main segments: desktop, laptop and server.\nThe article was built through the careful aggregation of information from dozens of sources, taking into account the most credible reports backed by the most recent benchmarks and statements from Intel and AMD.\nThe Context\nAMD has sprang a surprise. Since the first Zen 3-based chips reached the market, AMD has built up a significant advantage over Intel. This happened in the:\n\nDesktop segment, where Zen 3 chips got to achieve equivalent single-threaded performance, while besting Intel on multithreaded performance due to much higher core counts.\nLaptop segment, though to a lesser extent, mostly on the strength of its multithreaded performance as well.\nServer, with its EPYC CPUs, on account of very competitive multithreaded abilities as a result of much higher core counts, as well as better performance / energy consumption metrics. Moreover, since Intel had been unchallenged in the server space for so long, AMD found it easy to price its CPUs at much better price / performance and TCO (Total Cost of Ownership) / performance ratios.\n\nAMD achieved this incredible feat through three developments:\n\nIt finally built a competitive CPU architecture, enabling it to level the field in terms of IPC (Instructions Per Cycle).\nIt got access to a process advantage due to using an external supplier, TSMC(NYSE:TSM). TSMC surpassed Intel's process abilities, and with Intel fabricating its chips internally, this created a semi-permanent disadvantage for Intel CPUs. This happened on account of many Intel missteps and delays advancing its process technology.\nAnd AMD's bet on a MCM (Multi-Chip Module) architecture, which enabled it to divide a monolithic CPU die (which is expensive to manufacture due to manufacturing yields being lower for larger dies) into many small, less expensive dies. This brought down the cost of the chip and allowed AMD to sell chips with many more cores than Intel's at similar price points.\n\nIntel took a long time to respond to AMD’s challenge, giving AMD the possibility of catching and surpassing Intel.\nThings move slowly when it comes to designing chips or evolving chipmaking processes, so the initial reaction would always have to be slow. In the meantime, AMD has been slowly but surely eroding Intel’s market position, including on the very profitable server market. Any increase in AMD competitivity would lead to this, since Intel started from very high market shares on account of AMD’s prior near-absolute lack of competitiveness.\nThis is the starting point for my analysis today. At this point in time, AMD has been beating Intel like a redheaded stepchild across the market (by gaining market share), though slower on servers and laptops.\nServers are a conservative market and move slower, while on laptops Intel’s 11thgeneration chips still managed to keep AMD somewhat at bay due to a large GPU performance gain while keeping decent performance on the CPU side.\nAnyway, let’s check how things are set to evolve over the next 2-3 years.\nDesktopPresent\nIn terms of desktop CPUs, currently the battle is fought between Intel’s 11thgeneration and AMD’s Ryzen 5000 series. Intel has a small lead in single threaded performance, but AMD has a very large lead on multitasking performance, due to AMD fielding CPUs with a higher core number. For instance, at the top of the range, AMD’s Ryzen 5950x has 16 cores 32 threads) to Intel’s 11900K 8 (16 threads).\nIntel’s single threaded performance cannot compensate for the smaller number of cores, so presently AMD’s desktop offerings are more competitive.\nNext Month\nThe first shot on the renewed Intel/AMD war will be fired by Intel next month. That’s when Intel’s 12thgeneration, Alder Lake, will launch. This generation has one particularity: it will be the first time the x86 world will see the arrival of a big.little architecture.\nIn the case of Alder Lake, Intel will provide CPUs with up to 8 performance cores and another 8 efficiency cores. The performance cores have hyperthreading (two threads per core), the efficiency cores do not, hence, this 16-core CPU can run 24 threads, versus 32 on a top-of-the-line Ryzen. The top of the Intel Alder Lake line will be the i9-12900K CPU.\nThis chip will represent a huge step for Intel. From early tests, the 12900K is showing up to 2x higher performance in multitasking, when compared to the 11900K.\nThe jump in multitasking performance comes from two sources:\n\nThe small efficiency cores are actually quite performant. They perform above the level of an SkyLake core (thus, at slightly less than 1/2 the performance on the new Performance cores), but do so while demanding significantly less power. Hence, although they are efficiency cores, they can still provide significant computing capacity which impacts the overall multitasking ability of the chip. Roughly, about 33% of the chip’s multitasking power can come from these cores.\nAlder Lake also represents a large IPC jump, due to it using entirely new and much wider Performance core. This IPC gain is on the order of 19-20%, and a larger overall gain still might come from higher frequencies on top.\n\nEfficiency Cores\nOne of the big surprises with Intel’s Alder Lake generation, is the performance the E-Cores (Efficiency Cores, Gracemont) are said to attain. These cores, schematically, seem to occupy 1/4ththe area taken by the new Golden Cove P-Cores (Performance Cores). Yet, in Intel’s Architecture Day 2021 presentation, these cores are able to attain levels of performance over those hit by SkyLake cores.\nNotice the relative sizes:\n\nAnd notice the power/performance charts vs SkyLake\n\nThe 80% performance jump doesn’t mean the core is 80% faster on single-threaded jobs. This is a multithreaded comparison, with four single-threaded efficiency cores vs twohyperthreadedSkyLake cores. For single-threaded performance:\n\nPerformance Cores\nAt the same time, Intel’s big cores have made a large jump in performance. This jump is cumulative with what happened with Rocket Lake, and thus it has been enough to propel Intel well ahead of AMD’s current offerings when it comes to single threaded performance (~25%+).\nThe performance jump on the Performance cores, together with actually performant efficiency cores, also means that Alder Lake is able to match AMD's multithreaded performance even though it can only process 24 threads (16 threads on the 8 Performance cores, 8 threads on efficiency cores) vs AMD's 32 (on high-end chips).\nThis performance jump by Intel arguably will put Intel at an advantage in the desktop market next month, as soon as Alder Lake launches.\nQ1 2022\nIn Q1 2022, AMD’s 6000 series (Warhol) arrives. It will still be based on the Zen 3 architecture, and promises small (up to 5%) IPC gains, plus gains in other areas including frequency, aggregating to a~9% performance gain.\nThis will clearly fall short of what Alder Lake is showing now, though it can create a small advantage on multithreaded uses. The desktop core count will remain at 16 cores, hence there’s no large leapfrogging of Intel’s effort.\nAs a result, even with the AMD 6000 series shipping, Intel will likely retain the desktop performance crown.\nQ3 2022\nCome Q3 2022, Intel will likely release its 13thgeneration CPU family, Raptor Lake. This will be a refresh of Alder Lake, with minor IPC and memory improvements. The IPC and performance gains on this generation will likely mirror those attained by AMD on its AMD 6000 series.\nHowever, Intel will add another 8 efficiency cores to Raptor Lake on its high-end chip, upping the core count to 24 and the thread count to 32. What this means is:\n\nGiven the estimated contribution by the efficiency cores to Alder Lake’s multithreaded performance (~33%) and 8 additional efficiency cores (doubles their count), these additional cores can thus add a further 33% multithreaded improvement;\nAnd there will also be some single-threaded performance improvements.\n\nThis seems enough to put the 13900K CPU ahead of the high-end Ryzen 6000 CPU even on multithreaded scenarios. Thus, Raptor Lake will solidify Intel’s position at the top of the desktop market.\nQ4 2022\nAMD is set to launch the Zen 4-based Ryzen 7000 series (Raphael) at this time, likely close to year-end.\nIt’s hard to estimate how large the performance uplift will be, though it seems up to 29% IPC and 40%-45% overall performance gains over the current generation (Zen 3) might be attainable. The core count for Desktop chips will remain at 16 cores (32 threads). Zen 4 will be built on a new TSMC process node.\nThese are very significant gains. If they’re realized, they are probably enough to put Zen 4 slightly ahead of Intel’s Raptor Lake, or match it.\nIn my view, even if an advantage is gained, it will likely be small (given the large jump achieved by Alder Lake, and then reinforced by Raptor Lake). Hence, at this point – Q4 2022 -- things will be too close to call on the Desktop market.\nQ2 2023\nIntel will launch Meteor Lake. This is an entirely new architecture on a new process node (Intel 4). Although there are no performance numbers at this point, a new architecture together with a new process node is bound to produce a large IPC gain. On top of this, Meteor Lake will also be a truly MCM design, allowing Intel to more easily ramp up the core count, which will favor multithreaded performance.\nHence, when Meteor Lake is launched, Intel is highly likely to put itself firmly ahead of Zen 4 CPUs in the desktop market. AMD’s answer will only come much later, in the form of Zen 5. At this point, it’s possible that Intel will have gained, and will keep, the performance leadership for a longer time.\nLaptopPresent\nCurrently, the laptop battle is fought between Intel’s Tiger Lake-H and -U families and AMD’s Ryzen 5000 H and U series.\nIntel and AMD are well matched in the H segment, with single-threaded and multithreaded performance broadly similar between the two.\nOn the U segment, Intel provides a lower core count at the top (4 vs 8), which gives AMD a performance lead on multithreaded tasks. However, Intel then has a large lead on single-threaded performance, as well as a large lead on GPU performance.\nGiven the above, I’ve considered that it’s too close to call this segment right now.\nQ1 2022\nDuring Q1 2023, Intel will launch new CPUs for the laptop market (H and U families) based on its very performant Alder Lake generation (as we saw from the desktop segment).\nThese CPUs will go up to 6+8 cores (14 cores, 20 threads, H family) and 2+8 cores (10 cores, 12 threads, U family), which will represent a large increase in core and thread counts from the present Tiger Lake generation (H goes from 8 to 14 cores, 16 to 20 threads; U goes from 4 to 10 cores, 8 to 12 threads). Simultaneously, the Performance cores will have a 20% IPC uplift (and likely a larger overall performance gain).\nHence, compute performance will be substantially increased, putting it well ahead of the existing AMD Ryzen 5000 series. However, the maximum EU (Execution Unit) count on the Alder Lake mobile CPUs remains capped at 96 EUs. Moreover, it seems these EUs will be based on the same GPU generation as the existing Tiger Lake GPUs. Hence, GPU performance will likely not increase a lot.\nAt about the same time, AMD will launch Ryzen 6000 APUs (Rembrandt), which will somewhat improve overall performance (~9%). But most importantly, AMD will mate these APUs with an entirely new GPU generation based on its RDNA 2 technology. This change will bring extreme GPU performance increases because the prior APUs were still based on AMD’s outdated and outclassed Vega technology. The performance increases will likely exceed 100%, and will put AMD’s mobile offerings well ahead of Intel’s when it comes to GPU performance.\nHence, as of Q1 2022 Intel will likely get the mobile CPU performance crown, but AMD will take away the integrated mobile GPU performance crown from Intel. As a result, I think the battle between these two products will be too close to call and will depend on each customer’s priorities.\nQ3 2022\nIntel’s mobile range will be refreshed with the launch of its 13thgeneration Raptor Lake CPUs. These will bring small CPU performance gains, which will build on the gains it attained with Alder Lake.\nHowever, the big news with the mobile Raptor Lake CPUs is that they’ll switch the GPU technology, going from Intel LP GPUs to Intel HPG GPUs. Moreover, the maximum number of EUs will be increased from 96 to 192 (doubled).\nThis is a significant change. Intel’s HPG EUs are supposed to bring a 50% performance uplift (on the same power budget), and the doubling of the maximum EUs will bring another 100% performance uplift. Conceivably, the maximum GPU performance on Raptor Cove high-end mobile CPUs might increase as much as 200%, though Intel might sacrifice some of the potential improvement for energy saving reasons.\n\nWhen this is realized, Intel will attain performance superiority both on the CPU and GPU side in its mobile offerings. Hence, Intel will be at a clear advantage on the laptop market from Q3 2022 onwards.\nQ1 2023\nQ1 2023 marks the likely arrival of Zen 4-based laptop CPUs from AMD. These will likely enable AMD to regain the upper hand on CPU multitasking performance, and possibly level things on the single-threaded performance side. It remains to be seen what will happen at the GPU level.\nIn my view, like on the desktop side, AMD will regain the upper hand if the GPU side manages to surpass Intel’s big jump from using its HPG GPUs. Still, for me right now this segment will be too close to call once Zen 4 arrives.\nQ2 2023\nIn Q2 2023, Intel will likely start shipping its Meteor Lake 14thgeneration mobile CPUs. Meteor Lake is both a new architecture and it will be built on a new process node. Additionally, Meteor Lake will be Intel’s first truly MCM design of the modern era.\nAs a result of so many performance-enhancing developments, Meteor Lake is likely to bring significant performance gains (15-20% or more, depending on Intel choices), both on multitasking and single-threaded scenarios. Since Meteor Lake will arrive when things are more or less balanced between Intel and AMD, this will immediately push Intel towards a clear leadership in the laptop segment.\nServerPresent\nPresently, Intel’s Xeon Scalable 3rdGen tops out at 40 cores, while AMD’s EPYC Milan CPUs go all the way to 64 cores.\nThis large difference in number of cores means the Xeon is not very competitive in tasks involving maximum throughput. Cloud offerings often require high utilization rates, and thus the higher core count gives superiority to AMD and offers it a way to gain market share, which AMD has been taking advantage of.\nQ2 2022\nAround Q2 2022, Intel will launch its Sapphire Rapids Xeons. These will benefit from:\n\nAn early multi-die effort, allowing Intel to increase the core count to at least 56 cores. The CPU cores will be spread out in up to four dies, with 14 cores active in each (maybe more in the future).\nA very large jump in single-threaded performance, similar or larger than the one enjoyed by Alder Lake.\n\nAt about the same time, though, AMD is likely to deploy its EPYC Milan-X server CPUs. The main change with these will be the use of 3D stacking to add extra cache on top of the execution units, making for much larger CPU caches. This will provide a performance improvement which will vary a lot across workloads (those more reliant on cache might benefit significantly, others not so much).\nWithout the launch of AMD’s EPYC Milan-X, it would seem that the single- and multi-threaded performance afforded by the use of improved Alder Lake-derived cores (Golden Cove), along with a better (not as punishing, performance-wise) multi-die approach, would allow Sapphire Rapids to surpass AMD’s EPYC Milan. This would happen with Sapphire Rapids matching or beating EPYC Milan’s multitasking abilities, while also enjoying a significant single-threaded performance advantage.\nHowever, with the launch of EPYC Milan-X, I consider the situation too close to call, on account of Sapphire Rapids’ lower core count, along with some improvement in Milan’s overall performance.\nStill, on the server side, Intel being on equal terms with AMD is actually an improvement right now.\nQ4 2022\nIt all changes in AMD’s favor come Q4 2022, though. That’s when AMD will launch its EPYC Genoa generation, based on Zen 4 cores.\nThis generation will bring a new architecture, be built on a new process node and enjoy the benefits from the 3D cache stacking used on EPYC Milan-X. It will also bump the maximum number of cores to 96. This will result in:\n\nEPYC Genoa matching or beating Sapphire Rapids' single-threaded performance.\nEPYC Genoa greatly outclassing Sapphire Rapids when it comes to the all-important (for server loads) multithreaded performance (96 vs 56 cores).\n\nOn account of this, AMD will again regain the upper hand in the server market.\nQ1 2023\nOn Q1 2023, Intel will likely field a refresh of the Sapphire Rapids generation, code named Emerald Rapids. This generation will bring the benefits from the Raptor Lake desktop refresh to the server side. It will also bump the maximum number of cores to 64 from 56.\nStill, the advantage gained by the Zen 4-based EPYC Genoa seems large enough that Emerald Rapids won’t be enough to counter it. Emerald Rapids might get close on single-threaded use cases, but it will still remain far away in terms of multithreaded use cases – the most important for server CPUs most often handling virtualized workloads. Basically, the “number of cores” advantage enjoyed by EPYC Genoa will be unsurmountable by this iterative Intel effort.\nAMD will keep its advantage in the server space, and will thus continue to chip away at Intel’s market share throughout this period.\nQ3 2023\nAt this point, on the server side, there will be a truly significant event. Intel will bring its Granite Rapids server CPU generation to the market.\n\nThis generation enjoys benefits similar to those enjoyed by Meteor Lake on the desktop side, but to an even larger extent. Namely, this generation is set to bump the number of cores to 120, spread across two 60-core dies. This is significant in several ways:\n\nThese cores, on a standalone basis, will likely beat Zen 4 cores by a wide single-threaded margin. This is so because at the starting point Zen 4 will be roughly matched to the previous Intel cores (Raptor Cove on Raptor Lake). Meteor Lake (and Granite Rapids), however, will be built with a new core architecture (Redwood Cove) and on a new process step. Thus, the performance gains are likely to be significant on a single-threaded basis.\nBy putting 120 cores on a single server CPU, Intel will for the first time in a long while, be having more cores per CPU than AMD. With each core being more powerful, this already ensures a significantly higher multithreaded performance.\nBut worse still, since the core dies are much larger on Intel’s Granite Rapids (two dies, 60 cores each) than on AMD’s EPYC Genoa (12 CCDs with 8 cores each), this will lead to another performance benefit for Granite Rapids: The latencies between its cores will be much lower, leading to a large relative performance gain (other things being equal).\n\nFrom these effects, it seems a certainty that Intel will regain its performance lead, both on single-threaded and multithreaded use cases, on the server segment. And Intel's advantage will, at that point, be large. This is set to happen in Q3 2023, nearly two years from now.\nAfter Granite Rapids, Intel is also promising another very large jump in performance, but this will already fall outside the timeframe for this article. AMD will also bring Zen 5, but its arrival schedule is still very uncertain.\nA Charted Summary\nThe above translates into the following color-coded schematic for all the segments:\n\nConclusion\nTaking into account the near-term roadmaps, benchmarks, leaks and guidance, it seems Intel is on the verge of taking away the performance crown from AMD. This will happen by Intel first regaining the single-threaded crown by a visible margin, while more or less matching AMD on multitasking, followed by a period where Intel will get a lead on both counts, interrupted only briefly by AMD's Zen 4.\nHowever, perhaps in the most important market segment, servers, AMD looks to be ahead of Intel until late 2023 – mostly on account of much higher core counts. This is two years away from today, and that’s a long time for the market to look forward to. Until then, AMD might well continue to take server share away from Intel. Also, it seems possible that near-term, AMD will also increase its threat to the laptop market, due to an incoming, very large, GPU processing power improvement.\nWithin two years, it seems likely that Intel will again regain a sustainable performance advantage over AMD across all market segments. In the near term, Alder Lake will already imply pressure on AMD’s desktop margins (for a while, AMD has been commanding premium pricing in that market, when compared to Intel). Still, one wonders if the market will look that far forward right now.\nAMD stock is rendered dangerous in light of these developments. Intel stock might become more attractive, since Intel also seems to be improving its process technology at a higher cadence now, and its push into the foundry business might also be favorable.\nHowever, the current situation remains hard for Intel on the server market, and thus makes an immediate long bet somewhat hard as well even if the potential is visible. Considering this, I’m leaning slightly bearish on AMD and leaning slightly bullish on Intel, but it’s hard to commit to the position fully given the short-term server headwinds for Intel and tailwinds for AMD resulting from Zen 4 expectations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690739608,"gmtCreate":1639707165701,"gmtModify":1639708354181,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Sure create confusion with tpg mobile","listText":"Sure create confusion with tpg mobile","text":"Sure create confusion with tpg mobile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690739608","repostId":"1159478375","repostType":4,"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601370459,"gmtCreate":1638494648164,"gmtModify":1638496862998,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Can consider when it drops lower","listText":"Can consider when it drops lower","text":"Can consider when it drops lower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601370459","repostId":"2188951783","repostType":2,"repost":{"id":"2188951783","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1638487440,"share":"https://www.laohu8.com/m/news/2188951783?lang=&edition=full","pubTime":"2021-12-03 07:24","market":"us","language":"en","title":"After completing richest SPAC deal yet, Grab stock slumps on first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2188951783","media":"Dow Jones","summary":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more t","content":"<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</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>After completing richest SPAC deal yet, Grab stock slumps on first day of 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\">\nAfter completing richest SPAC deal yet, Grab stock slumps on first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-03 07:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal</p>\n<p>After completing the richest deal yet for a special-purpose acquisition company, <a href=\"https://laohu8.com/S/GRAB\">Grab Holdings</a> Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.</p>\n<p>Shares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the <a href=\"https://laohu8.com/S/AGCUU\">Altimeter Growth</a> Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.</p>\n<p>The strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.</p>\n<p>The Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.</p>\n<p>\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"</p>\n<p>Oey also touted Grab's breadth and wide reach.</p>\n<p>\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in <a href=\"https://laohu8.com/S/AONE.U\">one</a> app.\" He said the app \"touches [consumers] in their everyday lives.\"</p>\n<p>Backers of Grab, which was founded in 2012, include Didi Global Inc. <a href=\"https://laohu8.com/S/DIDI\">$(DIDI)$</a>, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.</p>\n<p>Grab's financial picture</p>\n<p>Grab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.</p>\n<p>The company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.</p>\n<p>However, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.</p>\n<p>Risk factors</p>\n<p>Besides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.</p>\n<p>The company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a> business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.</p>\n<p>Like other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.</p>\n<p>Oey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"</p>\n<p>\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"</p>\n<p>As for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188951783","content_text":"Southeast Asia 'superapp' company tops $50 billion market cap in early trades, but then falls more than 20% lower after record fundraise and valuation for a SPAC deal\nAfter completing the richest deal yet for a special-purpose acquisition company, Grab Holdings Ltd. shares experienced an initial pop Thursday, their first day of trading in the U.S., but then slumped to a decline of more than 20%.\nShares of Grab (GRAB) opened on the Nasdaq at $13.06, up about 19% from Wednesday, when it was trading as the Altimeter Growth Group, the SPAC that took it public. The deal raised $4.5 billion at a valuation of more than $37 billion, according to DealLogic, which reported that the funds raised and valuation were both records for a SPAC.\nThe strong open gave Grab a market capitalization of about $51.6 billion, but as of 4 p.m. Eastern time, the stock was down more than 20% to $8.75.\nThe Singapore-based company makes a \"superapp\" offering ride-hailing, delivery and financial services in more than 400 cities in Southeast Asia. Grab's chief financial officer, Peter Oey, said in an interview with MarketWatch on Thursday that the company had its \"roughest patch\" in the third quarter ended Sept. 30 because of COVID-19-related shutdowns in Southeast Asia, especially Vietnam. But he pointed to continued expected growth and recovery, even as the company watches what happens with the new coronavirus variant, omicron.\n\"Our mobility business has been rising as lockdowns have been relaxed,\" he said. \"Our payments business also continues to grow. We're seeing all strong signs.\"\nOey also touted Grab's breadth and wide reach.\n\"Our superapp is so unique in Southeast Asia,\" he said. \"It's ride-hailing, food delivery, grocery delivery, last-mile delivery and a whole range of financial services products all in one app.\" He said the app \"touches [consumers] in their everyday lives.\"\nBackers of Grab, which was founded in 2012, include Didi Global Inc. $(DIDI)$, Toyota Motor Corp. (7203.TO) and SoftBank Group Corp.'s Vision Fund.\nGrab's financial picture\nGrab, like other ride-hailing and delivery app makers, has lost a lot of money since its founding in 2012: It had accumulated losses of $11.9 billion as of June 2021, according to its prospectus.\nThe company recently reported a third-quarter net loss of $988 million, an increase of $366 million year over year. Grab said its revenue fell 9% year over year to $157 million, citing COVID-19-related lockdowns in Vietnam between July and September that affected its ride-hailing, or mobility, business. It also said the number of its monthly users was down 8% year over year because those lockdowns resulted in suspensions of both its ride-hailing and food-delivery businesses in Vietnam.\nHowever, the company touted a record $4 billion in gross merchandise value for the quarter, a 32% year-over-year increase, and said year-over-year gross billings rose 41% to $616 million, also a record high.\nRisk factors\nBesides Vietnam, Grab serves customers in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore and Thailand. Oey described a \"huge opportunity\" with a total addressable market of $180 billion in the company's core products of ride-hailing, delivery and payments.\nThe company competes with other platforms as well as restaurants and stores that have their own delivery services. It bought Uber Technologies Inc.'s $(UBER)$ business in Southeast Asia in 2018, but its noncompete agreement with Uber expires in March 2023, or one year after Uber disposes of its entire stake in Grab, whichever is later. Another possible rival is Didi, which could enter the market after its noncompete with Grab expires.\nLike other gig companies, Grab considers its workers independent contractors. In its prospectus, the company mentions that governments in Southeast Asia have shown \"growing interest\" in the classification of Grab's drivers and delivery workers because of related developments elsewhere in the world. In the U.S. and Europe, governments and courts have battled gig companies over the worker-classification issue.\nOey said there's a \"different backdrop in Southeast Asia\" when it comes to the issue, pointing to the region's many \"informal workers.\" He said that for nearly 50% of Grab's 5 million registered drivers, \"this is their first ability to earn something and make a decent living.\"\n\"For a lot of them, it's their first bank account,\" he added. \"A lot of them, it's their first access to steady employment.\"\nAs for coronavirus-related risk, vaccination rates in Asia vary and, like what happened with the full shutdown in Vietnam over the summer, could materially affect Grab's businesses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877469784,"gmtCreate":1637973488421,"gmtModify":1637979358756,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Interesting, wait and see if it drops more so can go bargain hunting","listText":"Interesting, wait and see if it drops more so can go bargain hunting","text":"Interesting, wait and see if it drops more so can go bargain hunting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877469784","repostId":"1177270358","repostType":4,"repost":{"id":"1177270358","kind":"news","pubTimestamp":1637972840,"share":"https://www.laohu8.com/m/news/1177270358?lang=&edition=full","pubTime":"2021-11-27 08:27","market":"us","language":"en","title":"Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1177270358","media":"Motley Fool","summary":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Ind","content":"<p>What happened</p>\n<p>Shares of all the major U.S. bank stocks struggled today, along with the&nbsp;<b>Dow Jones Industrial Average</b>, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.</p>\n<p>Shares of America's largest bank by assets,<b>JPMorgan Chase</b>(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,<b>Bank of America</b>(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down&nbsp;<b>Citigroup</b>(NYSE:C)had fallen more than 3%, and&nbsp;<b>Wells Fargo</b>(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.</p>\n<p>So what</p>\n<p>While Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.</p>\n<p>Scientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company&nbsp;<b>Merck</b>, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.</p>\n<p>The variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.</p>\n<p>\"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.</p>\n<p>Banksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.</p>\n<p>The news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.</p>\n<p>Furthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.</p>\n<p>\"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he told<i>The Wall Street Journal</i>. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.</p>\n<p>Now what</p>\n<p>While I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.</p>\n<p>I also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great&nbsp;buying opportunity.</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>Why Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today</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 Shares of Wells Fargo, Citigroup, Bank of America, and JPMorgan Chase Are Falling Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Industrial Average, which at one point fell 1,000 points on this shortened day of trading -- the worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","JPM":"摩根大通","BAC":"美国银行","WFC":"富国银行"},"source_url":"https://www.fool.com/investing/2021/11/26/why-shares-of-wells-fargo-citigroup-bank-of-americ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177270358","content_text":"What happened\nShares of all the major U.S. bank stocks struggled today, along with the Dow Jones Industrial Average, which at one point fell 1,000 points on this shortened day of trading -- the worst drop for the index in all of 2021.\nShares of America's largest bank by assets,JPMorgan Chase(NYSE:JPM), had fallen 3.4% as of 12:30 p.m. EST, while shares of the second-largest bank in the U.S.,Bank of America(NYSE:BAC), dropped more than 4%. Meanwhile, the more beaten-down Citigroup(NYSE:C)had fallen more than 3%, and Wells Fargo(NYSE:WFC)declined more than 5%. These are big daily moves for more stable large-cap stocks.\nSo what\nWhile Americans were enjoying their Thanksgiving meals, multiple media outlets reported that a new variant of the coronavirus had emerged in South Africa known as B.1.1.529 variant.\nScientists reported that the strain had more than 30 mutations to the spike protein, which is the part of the virus that attaches to a person's cells. This is significantly more mutations than the delta variant. Adding to the storm, pharmaceutical company Merck, which has been developing an antiviral pill to treat more severe cases of COVID-19 after people contract the virus, disclosed that the pill was not as effective at treatment as had been initially hoped.\nThe variant news resulted in a strong global reaction, as the World Health Organization called an emergency meeting to discuss it. Additionally, the European Union proposed a ban on flights from South Africa. Little is yet known over how severe cases from the B.1.1.529 variant are, but early knowledge has scientists and experts extremely concerned.\n\"If we have another COVID strain that can spread even more readily than delta, that would pose a challenge to all of us around the world, because when delta arrived this summer, it changed the game,\" William Schaffner, a professor of preventive medicine at Vanderbilt University, told CNBC today.\nBanksare extremely linked to the economy due to the fact that they lend money and interact with most sectors in it. So any time a new variant pops up and threatens to increase cases, it is one sector that will take a hit because investors fear potential future lockdowns, stalling economic growth, and potential loan quality concerns.\nThe news also comes at an already treacherous time for the market, which over the past few weeks has been dealing with a stronger inflationary environment, rising bond yields, and increasing sentiment that the Federal Reserve may raise its benchmark federal funds rate next year.\nFurthermore, the struggles with inflation may make it more difficult for the federal government to respond to a new severe wave of the coronavirus, says Edward Smith, co-chief investment officer at the Rathbone Investment Management.\n\"That's the big cause for concern: Is policy able to respond and bail out markets and economies this time given inflation?\" he toldThe Wall Street Journal. Smith also said that more lockdowns or restrictions could continue to increase global supply chain issues and add to inflation.\nNow what\nWhile I think the strong global reaction to this new variant is warranted, I am not ready to panic just yet. We still don't know how severe it is or if it can evade vaccines.\nI also feel quite confident in these large-cap U.S. bank stocks considering how well they held up during the pandemic in 2020. They all have strong levels of capital and lots of liquidity, giving me every bit of confidence they could survive another downturn. In particular, the pullback on Citigroup, which already traded at beaten-down levels, strikes me as a great buying opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853706242,"gmtCreate":1634833610023,"gmtModify":1634867890774,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853706242","repostId":"2177654604","repostType":4,"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853267076,"gmtCreate":1634816435956,"gmtModify":1634816800372,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853267076","repostId":"1126974417","repostType":4,"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853092918,"gmtCreate":1634740139470,"gmtModify":1634764484238,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853092918","repostId":"1152302737","repostType":4,"repost":{"id":"1152302737","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634736641,"share":"https://www.laohu8.com/m/news/1152302737?lang=&edition=full","pubTime":"2021-10-20 21:30","market":"us","language":"en","title":"U.S. stock market opens tentatively higher ahead of Fed Beige Book","url":"https://stock-news.laohu8.com/highlight/detail?id=1152302737","media":"Tiger Newspress","summary":"(Oct 20) Stocks traded slightly higher Wednesday as investors eyed a batch of stronger-than-expected","content":"<p>(Oct 20)&nbsp;Stocks traded slightly higher Wednesday as investors eyed a batch of stronger-than-expected earnings results with increasing optimism over the trajectory of corporate profits, even in the face of ongoing supply chain constraints.</p>\n<p>The S&amp;P 500 gained about 0.2% just after the opening bell. The blue-chip index closed out a fifth straight session in positive territory on Tuesday, marking its longest winning streak since August.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> Inc fell 19.3% after a report from Politico said the company faces significant hurdles in proving it can manufacture its experimental COVID-19 vaccine that meets regulators’ quality standards, resulting in production delays.</p>\n<p><img src=\"https://static.tigerbbs.com/3a1d075d53e550deb563849714e43b3b\" tg-width=\"1048\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>Bitcoin (BTC) prices rose above $64,000 and closed in on an all-time high. The cryptocurrency held onto gains from earlier this week, after the first-ever Bitcoin futures exchange-traded fund, or the <a href=\"https://laohu8.com/S/BITO\">ProShares Bitcoin Strategy ETF</a> (BITO), rose by nearly 5% in its public debut on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange on Tuesday.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> fell in early trading despite posting&nbsp;third-quarter earnings and subscriber growth&nbsp;that exceeded Wall Street's expectations. <a href=\"https://laohu8.com/S/UBNK\">United</a> <a href=\"https://laohu8.com/S/AIRI\">Air</a> Lines (UAL) shares rose after the carrierdelivered a smaller-than-expected quarterly loss&nbsp;and revenue that topped expectations, albeit while remaining some 32% below 2019 levels.</p>\n<p>These better-than-feared earnings results — in addition to those from earlier reporters including the big banks last week, and Procter &amp; Gamble and Johnson &amp; Johnson earlier this week — have helped assuage traders' concerns that corporate profits would slow dramatically after a second-quarter surge. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been nervously monitoring&nbsp;inflation data showing prices jumping by the most in decades, on top of a myriad reports over persistent labor and materials shortages and delivery issues. All of these factors were expected to weigh heavily on corporate profits.</p>\n<p>\"We think investors have been too pessimistic on earnings expectations,\" Jon Adams, BMO Capital Markets senior investment strategist,told Yahoo Finance Live.\"It does look like <a href=\"https://laohu8.com/S/QTWO\">Q2</a> was likely the peak, but Q3 is going to be strong, probably above 30% year-over-year [growth].\"</p>\n<p>\"We think the strength will continue into the fourth quarter, we're not overly concerned about profit margins,\" Adams added. \"We are closely monitoring supply chain issues and increasing wage pressures but still think that profit margins are at healthy levels, and that there's more upside to come.\"</p>\n<p>Other pundits also suggested price pressures may begin to ease over the coming quarters.</p>\n<p>\"I do think that as these supply chain issues subside throughout the course of 2022, we're also going to start to see inflation moderate from these elevated levels,\" Meera Pandit, global market strategist at JPMorgan Asset Management,&nbsp;told Yahoo Finance Live. \"It won't be completely transitory. Things like housing, things like food – we've seen wages come a little bit higher. So we're going to see higher inflation than we did during the last expansion. But it's going to come down and moderate from these levels.\"</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. stock market opens tentatively higher ahead of Fed Beige Book</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n U.S. stock market opens tentatively higher ahead of Fed Beige Book\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\">2021-10-20 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 20)&nbsp;Stocks traded slightly higher Wednesday as investors eyed a batch of stronger-than-expected earnings results with increasing optimism over the trajectory of corporate profits, even in the face of ongoing supply chain constraints.</p>\n<p>The S&amp;P 500 gained about 0.2% just after the opening bell. The blue-chip index closed out a fifth straight session in positive territory on Tuesday, marking its longest winning streak since August.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/NVAX\">Novavax</a> Inc fell 19.3% after a report from Politico said the company faces significant hurdles in proving it can manufacture its experimental COVID-19 vaccine that meets regulators’ quality standards, resulting in production delays.</p>\n<p><img src=\"https://static.tigerbbs.com/3a1d075d53e550deb563849714e43b3b\" tg-width=\"1048\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>Bitcoin (BTC) prices rose above $64,000 and closed in on an all-time high. The cryptocurrency held onto gains from earlier this week, after the first-ever Bitcoin futures exchange-traded fund, or the <a href=\"https://laohu8.com/S/BITO\">ProShares Bitcoin Strategy ETF</a> (BITO), rose by nearly 5% in its public debut on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange on Tuesday.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> fell in early trading despite posting&nbsp;third-quarter earnings and subscriber growth&nbsp;that exceeded Wall Street's expectations. <a href=\"https://laohu8.com/S/UBNK\">United</a> <a href=\"https://laohu8.com/S/AIRI\">Air</a> Lines (UAL) shares rose after the carrierdelivered a smaller-than-expected quarterly loss&nbsp;and revenue that topped expectations, albeit while remaining some 32% below 2019 levels.</p>\n<p>These better-than-feared earnings results — in addition to those from earlier reporters including the big banks last week, and Procter &amp; Gamble and Johnson &amp; Johnson earlier this week — have helped assuage traders' concerns that corporate profits would slow dramatically after a second-quarter surge. <a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been nervously monitoring&nbsp;inflation data showing prices jumping by the most in decades, on top of a myriad reports over persistent labor and materials shortages and delivery issues. All of these factors were expected to weigh heavily on corporate profits.</p>\n<p>\"We think investors have been too pessimistic on earnings expectations,\" Jon Adams, BMO Capital Markets senior investment strategist,told Yahoo Finance Live.\"It does look like <a href=\"https://laohu8.com/S/QTWO\">Q2</a> was likely the peak, but Q3 is going to be strong, probably above 30% year-over-year [growth].\"</p>\n<p>\"We think the strength will continue into the fourth quarter, we're not overly concerned about profit margins,\" Adams added. \"We are closely monitoring supply chain issues and increasing wage pressures but still think that profit margins are at healthy levels, and that there's more upside to come.\"</p>\n<p>Other pundits also suggested price pressures may begin to ease over the coming quarters.</p>\n<p>\"I do think that as these supply chain issues subside throughout the course of 2022, we're also going to start to see inflation moderate from these elevated levels,\" Meera Pandit, global market strategist at JPMorgan Asset Management,&nbsp;told Yahoo Finance Live. \"It won't be completely transitory. Things like housing, things like food – we've seen wages come a little bit higher. So we're going to see higher inflation than we did during the last expansion. But it's going to come down and moderate from these levels.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152302737","content_text":"(Oct 20) Stocks traded slightly higher Wednesday as investors eyed a batch of stronger-than-expected earnings results with increasing optimism over the trajectory of corporate profits, even in the face of ongoing supply chain constraints.\nThe S&P 500 gained about 0.2% just after the opening bell. The blue-chip index closed out a fifth straight session in positive territory on Tuesday, marking its longest winning streak since August.\nShares of Novavax Inc fell 19.3% after a report from Politico said the company faces significant hurdles in proving it can manufacture its experimental COVID-19 vaccine that meets regulators’ quality standards, resulting in production delays.\n\nBitcoin (BTC) prices rose above $64,000 and closed in on an all-time high. The cryptocurrency held onto gains from earlier this week, after the first-ever Bitcoin futures exchange-traded fund, or the ProShares Bitcoin Strategy ETF (BITO), rose by nearly 5% in its public debut on the New York Stock Exchange on Tuesday.\nShares of Netflix fell in early trading despite posting third-quarter earnings and subscriber growth that exceeded Wall Street's expectations. United Air Lines (UAL) shares rose after the carrierdelivered a smaller-than-expected quarterly loss and revenue that topped expectations, albeit while remaining some 32% below 2019 levels.\nThese better-than-feared earnings results — in addition to those from earlier reporters including the big banks last week, and Procter & Gamble and Johnson & Johnson earlier this week — have helped assuage traders' concerns that corporate profits would slow dramatically after a second-quarter surge. Investors have been nervously monitoring inflation data showing prices jumping by the most in decades, on top of a myriad reports over persistent labor and materials shortages and delivery issues. All of these factors were expected to weigh heavily on corporate profits.\n\"We think investors have been too pessimistic on earnings expectations,\" Jon Adams, BMO Capital Markets senior investment strategist,told Yahoo Finance Live.\"It does look like Q2 was likely the peak, but Q3 is going to be strong, probably above 30% year-over-year [growth].\"\n\"We think the strength will continue into the fourth quarter, we're not overly concerned about profit margins,\" Adams added. \"We are closely monitoring supply chain issues and increasing wage pressures but still think that profit margins are at healthy levels, and that there's more upside to come.\"\nOther pundits also suggested price pressures may begin to ease over the coming quarters.\n\"I do think that as these supply chain issues subside throughout the course of 2022, we're also going to start to see inflation moderate from these elevated levels,\" Meera Pandit, global market strategist at JPMorgan Asset Management, told Yahoo Finance Live. \"It won't be completely transitory. Things like housing, things like food – we've seen wages come a little bit higher. So we're going to see higher inflation than we did during the last expansion. But it's going to come down and moderate from these levels.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826783647,"gmtCreate":1634053896235,"gmtModify":1634089006564,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826783647","repostId":"1160581040","repostType":4,"repost":{"id":"1160581040","kind":"news","pubTimestamp":1634042129,"share":"https://www.laohu8.com/m/news/1160581040?lang=&edition=full","pubTime":"2021-10-12 20:35","market":"us","language":"en","title":"Another Earnings Season Is Here. What to Expect This Time.","url":"https://stock-news.laohu8.com/highlight/detail?id=1160581040","media":"Barrons","summary":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to ","content":"<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.</p>\n<p>Reports from&nbsp;S&amp;P 500&nbsp;companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from&nbsp;Delta Air Lines&nbsp;(DAL),<a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>&nbsp;(WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase &amp; Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.</p>\n<p>Analysts are forecasting aggregate earnings per share on the S&amp;P 500 to grow 24.5%, according to S&amp;P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&amp;P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.</p>\n<p>No matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&amp;P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&amp;P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.</p>\n<p>That won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.</p>\n<p>“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.</p>\n<p>Earnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.</p>\n<p>The good news? The S&amp;P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.</p>\n<p>The question is whether it’s enough.</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>Another Earnings Season Is Here. What to Expect This Time.</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\">\nAnother Earnings Season Is Here. What to Expect This Time.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 20:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the ...</p>\n\n<a href=\"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/stock-market-earnings-season-preview-51633995452?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160581040","content_text":"Earnings season kicks off this week—and it may take some unusually impressive results for stocks to rise after them.\nReports from S&P 500 companies have been trickling in—only 21 companies in the index had reported through Monday—but this week marks the beginning of what is known as earnings season. Investors will hear from Delta Air Lines (DAL),Walgreens Boots Alliance (WBA), and UnitedHealth Group (UNH), plus, banking heavyweights JPMorgan Chase & Co. (JPM), Bank of America(BAC). It will provide a view of how businesses performed during the third quarter of 2021, and offer a glimpse into coming quarters as well.\nAnalysts are forecasting aggregate earnings per share on the S&P 500 to grow 24.5%, according to S&P Global Market Intelligence. Some of the most economically sensitive sectors are still expecting the largest rebound in EPS, as last year’s third quarter was still ravaged by partial lockdowns. S&P 500 industrial and material companies are expected to see 73% and 90% year-over-year growth, respectively, with energy expected to go from losses to profits. Two of the slowest growing sectors will be the traditionally non-volatile and highly stable consumer staples and utility sectors, expected to see EPS grow 3% and fall 2.9%, respectively.\nNo matter the predicted growth, companies need to post big earnings beats in order for their shares to gain much. The S&P 500 has already risen 17.9% this year, as companies benefited from the unprecedented reopening following Covid-19 shutdowns and trillions of dollars of fiscal stimulus. As a result, valuations already reflect a large earnings stream, with the average S&P 500 stock trading at around 20.5 times 12-month forward earnings estimates, above the long-term average in the mid-teens. For the market to live up to those valuations, the index needs to beat expectations by at least 10% in order to rally into year-end, writes Nicholas Colas, co-founder of DataTrek.\nThat won’t be easy. Nike (NKE) and FedEx (FDX), for example, posted mixed results as supply chain constraints and rising costs ate into sales and profit margins, causing the stocks to fall 6% and 9%, respectively, the trading day after their earnings reports. The size of earnings beats from early reporters has been shrinking as well. So far, early reporters have topped earnings forecasts by just 4%, well below the 23.2% and 15.5% during the second quarter in 2020 and 2021.\n“We believe that economic headwinds will mitigate the benefits from pricing power and operating leverage, leading to less robust surprises in the third quarter,” writes Jonathan Golub, chief U.S. equity strategist at Credit Suisse.\nEarnings estimates have begun to reflect those headwinds. Third-quarter forecasts have fallen about 0.8% since the beginning of September. That may not seem like much, but if companies say they expect more difficulty accessing supplies and that higher costs are persisting, analysts could revise 2022 estimates lower. “This sets up the first earnings season in the recovery where earnings risk clearly exists,” writes Tavis McCourt, institutional equity strategist at Raymond James.\nThe good news? The S&P 500 is down 3.8% from its Sept. 2 all-time high, so there’s a chance that some of the earnings risks are already reflected in the market.\nThe question is whether it’s enough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821894179,"gmtCreate":1633717952799,"gmtModify":1633744975730,"author":{"id":"4095222842422150","authorId":"4095222842422150","name":"aiyoh79","avatar":"https://static.tigerbbs.com/8b4d6ba5b13f7e724af3472b596ca6ac","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095222842422150","authorIdStr":"4095222842422150"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821894179","repostId":"1127521584","repostType":4,"repost":{"id":"1127521584","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633703837,"share":"https://www.laohu8.com/m/news/1127521584?lang=&edition=full","pubTime":"2021-10-08 22:37","market":"fut","language":"en","title":"WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014","url":"https://stock-news.laohu8.com/highlight/detail?id=1127521584","media":"Tiger Newspress","summary":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80p","content":"<p>(Oct 8)&nbsp;WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p>\n<p><img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p>\n<p>NYMEX crude has gained over 60% this year.</p>\n<p>Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p>\n<p>In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p>\n<p>\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p>\n<p>OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p>\n<p>Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</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>WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014</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\">\nWTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014\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\">2021-10-08 22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Oct 8)&nbsp;WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.</p>\n<p><img src=\"https://static.tigerbbs.com/0184d41d2db5d0371cff154c599850dd\" tg-width=\"814\" tg-height=\"404\" referrerpolicy=\"no-referrer\">Oil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.</p>\n<p>NYMEX crude has gained over 60% this year.</p>\n<p>Brent, the global benchmark, hit the $83 level and has gained over 58% this year.</p>\n<p>In addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.</p>\n<p>\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.</p>\n<p>OPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.</p>\n<p>Prices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRUD.UK":"WTI原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127521584","content_text":"(Oct 8) WTI oil futures tap intraday high above $80/bbl for first time since Nov. 2014.\nOil hit $80per barrel on Friday, a seven-year, high threatening to raise energy costs further for millions of Americans at the gas pump and this winter heating season.\nNYMEX crude has gained over 60% this year.\nBrent, the global benchmark, hit the $83 level and has gained over 58% this year.\nIn addition to hitting consumers, higher crude prices are a further reflection of how the U.S. is falling behind as a global energy leader.\n\"We became the largest producer of oil and gas in the world, were larger than Saudi Arabia, were larger than Russia. And that was an important accomplishment for America and for the American people to have that reversed in so short a time, it is indeed shocking,\" said Dan Brouillette, former U.S. Energy Secretary under President Trump during an interview with FOX Business' Larry Kudlow.\nOPEC recently kept production at current levels, despite rising demand from the ongoing pandemic rebound and pressure from the U.S.\nPrices at the pump hit $3.26 per gallon, per AAA, the highest since October of 2014.","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}