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2022-04-28

$TENCENT(00700)$The COVID in China is taking the stock down.

2021-10-26

I hope the deal with $Xilinx(XLNX)$will be alright.

AMD: Brace For Impact

2021-10-20

“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.

Wall Street ends higher as investors bet on positive earnings season

2021-10-18

$Brookfield Renewable Corp.(BEPC)$Bought after several days of green candles. It will recover !

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href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>The COVID in China is taking the stock down.&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>The COVID in China is taking the stock down.&nbsp;","text":"$TENCENT(00700)$The COVID in China is taking the stock down.","images":[{"img":"https://static.tigerbbs.com/2ef639ff0895744a6d4ae496fdc63f06","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618585327","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856749573,"gmtCreate":1635216440217,"gmtModify":1635216456624,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"I hope the deal with <a href=\"https://laohu8.com/S/XLNX\">$Xilinx(XLNX)$</a>will be alright.&nbsp;","listText":"I hope the deal with <a href=\"https://laohu8.com/S/XLNX\">$Xilinx(XLNX)$</a>will be alright.&nbsp;","text":"I hope the deal with $Xilinx(XLNX)$will be alright.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856749573","repostId":"1181676309","repostType":4,"repost":{"id":"1181676309","pubTimestamp":1635215793,"share":"https://www.laohu8.com/m/news/1181676309?lang=&edition=full","pubTime":"2021-10-26 10:36","market":"us","language":"en","title":"AMD: Brace For Impact","url":"https://stock-news.laohu8.com/highlight/detail?id=1181676309","media":"Seeking Alpha","summary":"Summary\n\nAMD will be reporting its Q3 results this Tuesday.\nIts revenue for the period could come in","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD will be reporting its Q3 results this Tuesday.</li>\n <li>Its revenue for the period could come in around $4.2 billion.</li>\n <li>The chipmaker's revenue growth momentum could remain at elevated levels in the near future at least.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/ec55c4f8340ca053f249af481ee9a179\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"></p>\n<p>AMD (AMD) is scheduled to report its Q3 earnings report after market close&nbsp;tomorrow. Investors would be curious to see if the chipmaker's revenue growth momentum remains at elevated levels or if it fizzles out due to the ongoing semiconductor shortages. But in addition to looking at its headline revenue figure, investors may also want to monitor changes in its average selling prices and shipment volume, track its segment financials and also listen in on its management's guidance for Q4. These items are likely going to have a bearing on where the stock heads next. Let's take a closer look at it all.</p>\n<p><b>Operational Performance</b></p>\n<p>Let me start by saying that AMD is facing mixed pricing and volume dynamics across its two largest product categories, that is GPUs and CPUs. For starters, the ongoing semiconductor shortages across the globe has driven up the selling prices for GPUs over the past one year, which benefits both AMD and Nvidia. Although there have been minor corrections in SKU prices from time to time, GPU prices have, overall, continuously risen up. On the other hand, the intensifying competition between Intel (INTC) and AMD has heated over the recent months and it's resulted in a contraction in prices for AMD's Zen 3-based CPUs. Here's a quick look at how prices have evolved for some of AMD's latest SKUs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68180febc1b82347855564769cd5b258\" tg-width=\"317\" tg-height=\"236\" width=\"100%\" height=\"auto\"><span>Source: Compiled by author using Amazon's prices over last 3 months</span></p>\n<p>The chipmaker registered a rapid growth in average selling prices (or ASPs) in last two quarters, but its growth in volume shipments has decelerated over the said time frame. It would be interesting to see how these metrics evolve in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83e1e1356220a1c822e02180e8f0e55a\" tg-width=\"640\" tg-height=\"543\" width=\"100%\" height=\"auto\"><span>Source: BusinessQuant.com, company filings</span></p>\n<p>There are basically five scenarios that can play out here:</p>\n<ol>\n <li>Its ASP and volume shipment growth remains at elevated levels in Q3, highlighting strong competitive positioning and improving supply situation,</li>\n <li>Its ASP growth remains at elevated levels but its shipment growth stagnates, highlight strong competitive positioning but little to no improvement in its supply situation,</li>\n <li>Its ASPs shrink but its shipments growth accelerates, highlighting an erosion of pricing power due to intensifying market competition and an improvement in its supplies,</li>\n <li>Its ASPs and shipment volume shrinks due to intensifying price wars and semiconductor shortages, resulting in a revenue degrowth. This would highlight an erosion of its pricing power and deteriorating supplies.</li>\n <li>Its ASPs and shipment volume growth remains static, indicating little to no change in its supply situation or its competitive positioning.</li>\n</ol>\n<p>Without actually knowing the actual pricing and volume mix for AMD across its various product generations and families, nobody can reliably forecast which of the above cases is going to be prevalent this time around and/or quantify the magnitude of its financial impact for the company as a whole. However, as far as guesstimates go, I contend that AMD's falling CPU prices will offset its rising GPU prices and result in flat ASPs on a sequential basis during Q3.</p>\n<p>At the same time, its volume growth is likely to accelerate on the back of growing PC shipments. I say this because Taiwan Semiconductor (TSM), the company that actually manufactures AMD's CPU and GPU chips, shipped wafers in record quantities during Q3. AMD should ideally benefit from this increased supply, unless TSMC diverted it to other customers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08fb2c7e941e681152eb2edc98f1e427\" tg-width=\"640\" tg-height=\"509\" width=\"100%\" height=\"auto\"><span>Source: BusinessQuant.com, company filings</span></p>\n<p>So, to summarize, keep an eye out on AMD's shipment and volume growth metrics. These items will highlight the state of its supply chain and how it's positioned against Intel and Nvidia.</p>\n<p><b>Assessing the Financial Impact</b></p>\n<p>Having said that, the work-from-home norms instated last year with the onset of COVID-19, had catapulted the demand for personal computing devices across the globe. Analysts were estimating this catalyst to wane off by Q4 2020 but it seems like they underestimated the pent-up demand. Latest data from Gartner and Canalys reveals that shipments for PCs, notebooks and workstations have risen between 6% to 17% on a year over year basis in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb9376f622dd40e0801ffa00b92a62eb\" tg-width=\"640\" tg-height=\"405\" width=\"100%\" height=\"auto\"><span>Source: BusinessQuant.com, Gartner and Canalys</span></p>\n<p>It's needless to say but these industry tailwinds are likely going to boost AMD's sales in Q3. The bulk of these gains are going to reflect in the chipmaker's computing and graphics segment which includes the sales contribution from PC and notebook end-markets. So, I estimate that this segment will post a high-single digit (~7%) increase in revenue on a sequential basis, which equates to a revenue figure of roughly around $2.4 billion.</p>\n<p>AMD's Embedded, Enterprise and Semi-custom segment is experiencing a different set of tailwinds. Its gaming console partners (Sony and Microsoft) are experiencing breakneck consumer demand and it's likely that they'll be able to bridge the&nbsp;supply-demand gap&nbsp;only in 2022/2023. Besides, major data center companies continue to adopt AMD's EPYC server chips. So, altogether, the chipmaker's EESC segment seems well poised to post a yet another set of strong results in Q3. I contend that this segment will post a low-double-digit (~12%) revenue growth on a sequential basis, which equates to a revenue figure of around $1.79 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148d6340da64d16d5a72b8d88e47dca0\" tg-width=\"572\" tg-height=\"177\" width=\"100%\" height=\"auto\"><span>Source: Author's estimates</span></p>\n<p>Overall, I estimate AMD's total Q3 revenue to be at $4.2 billion. This is coincidentally in-line with the Street's&nbsp;estimates&nbsp;that span from $3.98 billion to $4.21 billion for the quarter.</p>\n<p>Lastly, investors should also watch AMD management's Q4 revenue guidance. Its larger rival, Intel, just posted a dismal Q3 earnings report and its management shifted blame on the ongoing chip shortages. It will be interesting to see if AMD's management sees an opportunity of growth here, on the back of Intel's woes, or if it also posts a dismal Q4 guidance due to the ongoing supply shortages. Analysts are forecasting AMD's Q4 revenue guidance to be between $4.05 billion and $4.58 billion, which translates to a record revenue high of $4.31 billion at the mid-point.</p>\n<p><b>Investors Takeaway</b></p>\n<p>It seems like AMD's revenue growth momentum will remain at elevated levels for a couple of more quarters at least, thanks to industry tailwinds. Any market share gains over Intel, along the way, will further contribute to its rapid growth. So, overall, I remain bullish on AMD's prospects. Readers may want to keep a close eye on its segment financials, its ASP and shipment growth, and its management's revenue guidance when it reports its Q3 results. These items will highlight AMD's competitive positioning, changes in its supply situation and how well is the company capitalizing on growth catalysts. Good Luck!</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>AMD: Brace For Impact</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\">\nAMD: Brace For Impact\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461826-amd-brace-for-impact><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD will be reporting its Q3 results this Tuesday.\nIts revenue for the period could come in around $4.2 billion.\nThe chipmaker's revenue growth momentum could remain at elevated levels in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4461826-amd-brace-for-impact\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4461826-amd-brace-for-impact","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181676309","content_text":"Summary\n\nAMD will be reporting its Q3 results this Tuesday.\nIts revenue for the period could come in around $4.2 billion.\nThe chipmaker's revenue growth momentum could remain at elevated levels in the near future at least.\n\n\nAMD (AMD) is scheduled to report its Q3 earnings report after market close tomorrow. Investors would be curious to see if the chipmaker's revenue growth momentum remains at elevated levels or if it fizzles out due to the ongoing semiconductor shortages. But in addition to looking at its headline revenue figure, investors may also want to monitor changes in its average selling prices and shipment volume, track its segment financials and also listen in on its management's guidance for Q4. These items are likely going to have a bearing on where the stock heads next. Let's take a closer look at it all.\nOperational Performance\nLet me start by saying that AMD is facing mixed pricing and volume dynamics across its two largest product categories, that is GPUs and CPUs. For starters, the ongoing semiconductor shortages across the globe has driven up the selling prices for GPUs over the past one year, which benefits both AMD and Nvidia. Although there have been minor corrections in SKU prices from time to time, GPU prices have, overall, continuously risen up. On the other hand, the intensifying competition between Intel (INTC) and AMD has heated over the recent months and it's resulted in a contraction in prices for AMD's Zen 3-based CPUs. Here's a quick look at how prices have evolved for some of AMD's latest SKUs.\nSource: Compiled by author using Amazon's prices over last 3 months\nThe chipmaker registered a rapid growth in average selling prices (or ASPs) in last two quarters, but its growth in volume shipments has decelerated over the said time frame. It would be interesting to see how these metrics evolve in Q3.\nSource: BusinessQuant.com, company filings\nThere are basically five scenarios that can play out here:\n\nIts ASP and volume shipment growth remains at elevated levels in Q3, highlighting strong competitive positioning and improving supply situation,\nIts ASP growth remains at elevated levels but its shipment growth stagnates, highlight strong competitive positioning but little to no improvement in its supply situation,\nIts ASPs shrink but its shipments growth accelerates, highlighting an erosion of pricing power due to intensifying market competition and an improvement in its supplies,\nIts ASPs and shipment volume shrinks due to intensifying price wars and semiconductor shortages, resulting in a revenue degrowth. This would highlight an erosion of its pricing power and deteriorating supplies.\nIts ASPs and shipment volume growth remains static, indicating little to no change in its supply situation or its competitive positioning.\n\nWithout actually knowing the actual pricing and volume mix for AMD across its various product generations and families, nobody can reliably forecast which of the above cases is going to be prevalent this time around and/or quantify the magnitude of its financial impact for the company as a whole. However, as far as guesstimates go, I contend that AMD's falling CPU prices will offset its rising GPU prices and result in flat ASPs on a sequential basis during Q3.\nAt the same time, its volume growth is likely to accelerate on the back of growing PC shipments. I say this because Taiwan Semiconductor (TSM), the company that actually manufactures AMD's CPU and GPU chips, shipped wafers in record quantities during Q3. AMD should ideally benefit from this increased supply, unless TSMC diverted it to other customers.\nSource: BusinessQuant.com, company filings\nSo, to summarize, keep an eye out on AMD's shipment and volume growth metrics. These items will highlight the state of its supply chain and how it's positioned against Intel and Nvidia.\nAssessing the Financial Impact\nHaving said that, the work-from-home norms instated last year with the onset of COVID-19, had catapulted the demand for personal computing devices across the globe. Analysts were estimating this catalyst to wane off by Q4 2020 but it seems like they underestimated the pent-up demand. Latest data from Gartner and Canalys reveals that shipments for PCs, notebooks and workstations have risen between 6% to 17% on a year over year basis in Q3.\nSource: BusinessQuant.com, Gartner and Canalys\nIt's needless to say but these industry tailwinds are likely going to boost AMD's sales in Q3. The bulk of these gains are going to reflect in the chipmaker's computing and graphics segment which includes the sales contribution from PC and notebook end-markets. So, I estimate that this segment will post a high-single digit (~7%) increase in revenue on a sequential basis, which equates to a revenue figure of roughly around $2.4 billion.\nAMD's Embedded, Enterprise and Semi-custom segment is experiencing a different set of tailwinds. Its gaming console partners (Sony and Microsoft) are experiencing breakneck consumer demand and it's likely that they'll be able to bridge the supply-demand gap only in 2022/2023. Besides, major data center companies continue to adopt AMD's EPYC server chips. So, altogether, the chipmaker's EESC segment seems well poised to post a yet another set of strong results in Q3. I contend that this segment will post a low-double-digit (~12%) revenue growth on a sequential basis, which equates to a revenue figure of around $1.79 billion.\nSource: Author's estimates\nOverall, I estimate AMD's total Q3 revenue to be at $4.2 billion. This is coincidentally in-line with the Street's estimates that span from $3.98 billion to $4.21 billion for the quarter.\nLastly, investors should also watch AMD management's Q4 revenue guidance. Its larger rival, Intel, just posted a dismal Q3 earnings report and its management shifted blame on the ongoing chip shortages. It will be interesting to see if AMD's management sees an opportunity of growth here, on the back of Intel's woes, or if it also posts a dismal Q4 guidance due to the ongoing supply shortages. Analysts are forecasting AMD's Q4 revenue guidance to be between $4.05 billion and $4.58 billion, which translates to a record revenue high of $4.31 billion at the mid-point.\nInvestors Takeaway\nIt seems like AMD's revenue growth momentum will remain at elevated levels for a couple of more quarters at least, thanks to industry tailwinds. Any market share gains over Intel, along the way, will further contribute to its rapid growth. So, overall, I remain bullish on AMD's prospects. Readers may want to keep a close eye on its segment financials, its ASP and shipment growth, and its management's revenue guidance when it reports its Q3 results. These items will highlight AMD's competitive positioning, changes in its supply situation and how well is the company capitalizing on growth catalysts. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859667569,"gmtCreate":1634693312685,"gmtModify":1634695206053,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.&nbsp;","listText":"“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.&nbsp;","text":"“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859667569","repostId":"2176710436","repostType":4,"repost":{"id":"2176710436","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":1634683772,"share":"https://www.laohu8.com/m/news/2176710436?lang=&edition=full","pubTime":"2021-10-20 06:49","market":"us","language":"en","title":"Wall Street ends higher as investors bet on positive earnings season","url":"https://stock-news.laohu8.com/highlight/detail?id=2176710436","media":"Reuters","summary":"Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the tech","content":"<p>Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the technology and healthcare sectors as investors appeared to bet on solid quarterly reports even as some worried that it was too early to celebrate.</p>\n<p>In its fifth straight session of gains, the benchmark S&amp;P 500 index finished just 0.4% below its early September record close while the Dow Jones Industrials average ended the day about 0.5% below its record reached in mid-August.</p>\n<p>Johnson &amp; Johnson's shares added 2.3% providing a big boost to the S&amp;P 500 after it raised its 2021 adjusted profit forecast. Insurer Travelers Cos Inc climbed 1.6% after beating its profit estimates.</p>\n<p>High-profile technology and communications companies were also big S&amp;P boosts with Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Microsoft all rising.</p>\n<p>But in the second week of earnings with a \"very small sample\" of releases, Steve Sosnick, chief strategist at Interactive Brokers, worried about a possible pullback.</p>\n<p>\"We're seeing volatility measures like the VIX flipping from nervous to complacent in a really short period of time,\" said Sosnick. \"We may be a bit ahead of ourselves. The mostly likely scenario is that we make one more run at new S&amp;P highs and then we pull back, subject to earnings.\"</p>\n<p>The CBOE market volatility index fell 0.6 points after earlier hitting 15.57, its lowest level since mid-August.</p>\n<p>Analysts now expect S&amp;P 500 earnings to rise 32.4% from a year earlier, according to Refinitiv data.</p>\n<p>\"The key for the market to going up from here will not be higher multiples, it will have to be higher earnings. That's why it's so important to pay attention to what those profit margins do going forward and what the trajectory of GDP looks like,\" said Eric Marshall, portfolio manager at Hodges Funds.</p>\n<p>\"Investors will be paying very close attention to pricing power, how companies are dealing with labor shortages and inflationary cost pressures within their business.\"</p>\n<p>The Dow Jones Industrial Average rose 198.7 points, or 0.56%, to 35,457.31, the S&amp;P 500 gained 33.17 points, or 0.74%, to 4,519.63 and the Nasdaq Composite added 107.28 points, or 0.71%, to 15,129.09.</p>\n<p>Ten of the eleven major S&amp;P 500 sectors closed higher, with healthcare stocks, up 1.3% after dropping 0.7% in Monday's session. The next biggest gainer was utilities , which rose 1.26% after falling almost 1% Monday.</p>\n<p>Netflix Inc, after closing up 0.2%, declined to gains while the bell when quarterly results showed that global interest in Korean thriller \"Squid Game\" lured more new customers than expected.</p>\n<p>Tesla Inc, which closed down 0.7%, is due to release results on Wednesday, with investors watching for indications of its performance in China.</p>\n<p>Procter &amp; Gamble Co, fell 1% during the session, after it warned that it would have to raise prices of some products to counter higher commodity and freight costs.</p>\n<p>However, Walmart Inc shares added 2% after being added to Goldman Sachs \"Americas Conviction List.\"</p>\n<p>Helping the healthcare sector on Tuesday was drugmaker Merck &amp; Co Inc, which rose 3% while Pfizer Inc climbed 1.9% following the release of a competitor's COVID-19 drug study results.</p>\n<p>Its competitor, Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.51-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 72 new highs and 69 new lows.</p>\n<p>On U.S. exchanges 9.5 billion shares changed hands compared with the 10.29 billion moving average for the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends higher as investors bet on positive earnings season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends higher as investors bet on positive earnings season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-20 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the technology and healthcare sectors as investors appeared to bet on solid quarterly reports even as some worried that it was too early to celebrate.</p>\n<p>In its fifth straight session of gains, the benchmark S&amp;P 500 index finished just 0.4% below its early September record close while the Dow Jones Industrials average ended the day about 0.5% below its record reached in mid-August.</p>\n<p>Johnson &amp; Johnson's shares added 2.3% providing a big boost to the S&amp;P 500 after it raised its 2021 adjusted profit forecast. Insurer Travelers Cos Inc climbed 1.6% after beating its profit estimates.</p>\n<p>High-profile technology and communications companies were also big S&amp;P boosts with Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Microsoft all rising.</p>\n<p>But in the second week of earnings with a \"very small sample\" of releases, Steve Sosnick, chief strategist at Interactive Brokers, worried about a possible pullback.</p>\n<p>\"We're seeing volatility measures like the VIX flipping from nervous to complacent in a really short period of time,\" said Sosnick. \"We may be a bit ahead of ourselves. The mostly likely scenario is that we make one more run at new S&amp;P highs and then we pull back, subject to earnings.\"</p>\n<p>The CBOE market volatility index fell 0.6 points after earlier hitting 15.57, its lowest level since mid-August.</p>\n<p>Analysts now expect S&amp;P 500 earnings to rise 32.4% from a year earlier, according to Refinitiv data.</p>\n<p>\"The key for the market to going up from here will not be higher multiples, it will have to be higher earnings. That's why it's so important to pay attention to what those profit margins do going forward and what the trajectory of GDP looks like,\" said Eric Marshall, portfolio manager at Hodges Funds.</p>\n<p>\"Investors will be paying very close attention to pricing power, how companies are dealing with labor shortages and inflationary cost pressures within their business.\"</p>\n<p>The Dow Jones Industrial Average rose 198.7 points, or 0.56%, to 35,457.31, the S&amp;P 500 gained 33.17 points, or 0.74%, to 4,519.63 and the Nasdaq Composite added 107.28 points, or 0.71%, to 15,129.09.</p>\n<p>Ten of the eleven major S&amp;P 500 sectors closed higher, with healthcare stocks, up 1.3% after dropping 0.7% in Monday's session. The next biggest gainer was utilities , which rose 1.26% after falling almost 1% Monday.</p>\n<p>Netflix Inc, after closing up 0.2%, declined to gains while the bell when quarterly results showed that global interest in Korean thriller \"Squid Game\" lured more new customers than expected.</p>\n<p>Tesla Inc, which closed down 0.7%, is due to release results on Wednesday, with investors watching for indications of its performance in China.</p>\n<p>Procter &amp; Gamble Co, fell 1% during the session, after it warned that it would have to raise prices of some products to counter higher commodity and freight costs.</p>\n<p>However, Walmart Inc shares added 2% after being added to Goldman Sachs \"Americas Conviction List.\"</p>\n<p>Helping the healthcare sector on Tuesday was drugmaker Merck &amp; Co Inc, which rose 3% while Pfizer Inc climbed 1.9% following the release of a competitor's COVID-19 drug study results.</p>\n<p>Its competitor, Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.51-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 72 new highs and 69 new lows.</p>\n<p>On U.S. exchanges 9.5 billion shares changed hands compared with the 10.29 billion moving average for the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2176710436","content_text":"Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the technology and healthcare sectors as investors appeared to bet on solid quarterly reports even as some worried that it was too early to celebrate.\nIn its fifth straight session of gains, the benchmark S&P 500 index finished just 0.4% below its early September record close while the Dow Jones Industrials average ended the day about 0.5% below its record reached in mid-August.\nJohnson & Johnson's shares added 2.3% providing a big boost to the S&P 500 after it raised its 2021 adjusted profit forecast. Insurer Travelers Cos Inc climbed 1.6% after beating its profit estimates.\nHigh-profile technology and communications companies were also big S&P boosts with Apple Inc, Facebook and Microsoft all rising.\nBut in the second week of earnings with a \"very small sample\" of releases, Steve Sosnick, chief strategist at Interactive Brokers, worried about a possible pullback.\n\"We're seeing volatility measures like the VIX flipping from nervous to complacent in a really short period of time,\" said Sosnick. \"We may be a bit ahead of ourselves. The mostly likely scenario is that we make one more run at new S&P highs and then we pull back, subject to earnings.\"\nThe CBOE market volatility index fell 0.6 points after earlier hitting 15.57, its lowest level since mid-August.\nAnalysts now expect S&P 500 earnings to rise 32.4% from a year earlier, according to Refinitiv data.\n\"The key for the market to going up from here will not be higher multiples, it will have to be higher earnings. That's why it's so important to pay attention to what those profit margins do going forward and what the trajectory of GDP looks like,\" said Eric Marshall, portfolio manager at Hodges Funds.\n\"Investors will be paying very close attention to pricing power, how companies are dealing with labor shortages and inflationary cost pressures within their business.\"\nThe Dow Jones Industrial Average rose 198.7 points, or 0.56%, to 35,457.31, the S&P 500 gained 33.17 points, or 0.74%, to 4,519.63 and the Nasdaq Composite added 107.28 points, or 0.71%, to 15,129.09.\nTen of the eleven major S&P 500 sectors closed higher, with healthcare stocks, up 1.3% after dropping 0.7% in Monday's session. The next biggest gainer was utilities , which rose 1.26% after falling almost 1% Monday.\nNetflix Inc, after closing up 0.2%, declined to gains while the bell when quarterly results showed that global interest in Korean thriller \"Squid Game\" lured more new customers than expected.\nTesla Inc, which closed down 0.7%, is due to release results on Wednesday, with investors watching for indications of its performance in China.\nProcter & Gamble Co, fell 1% during the session, after it warned that it would have to raise prices of some products to counter higher commodity and freight costs.\nHowever, Walmart Inc shares added 2% after being added to Goldman Sachs \"Americas Conviction List.\"\nHelping the healthcare sector on Tuesday was drugmaker Merck & Co Inc, which rose 3% while Pfizer Inc climbed 1.9% following the release of a competitor's COVID-19 drug study results.\nIts competitor, Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.51-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored advancers.\nThe S&P 500 posted 44 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 72 new highs and 69 new lows.\nOn U.S. exchanges 9.5 billion shares changed hands compared with the 10.29 billion moving average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850366106,"gmtCreate":1634556471012,"gmtModify":1634556471222,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEPC\">$Brookfield Renewable Corp.(BEPC)$</a>Bought after several days of green candles.&nbsp;It will recover !","listText":"<a href=\"https://laohu8.com/S/BEPC\">$Brookfield Renewable Corp.(BEPC)$</a>Bought after several days of green candles.&nbsp;It will recover !","text":"$Brookfield Renewable Corp.(BEPC)$Bought after several days of green candles. It will recover !","images":[{"img":"https://static.tigerbbs.com/17dc250dbb87fd267f02d735763a9b87","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/850366106","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000135","authorId":"9000000000000135","name":"JesseRW","avatar":"https://static.tigerbbs.com/4301cbf338b1b38ccad0aea137806a00","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000135","authorIdStr":"9000000000000135"},"content":"hah, It means you have been waiting too long😄","text":"hah, It means you have been waiting too long😄","html":"hah, It means you have been waiting too long😄"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":850366106,"gmtCreate":1634556471012,"gmtModify":1634556471222,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEPC\">$Brookfield Renewable Corp.(BEPC)$</a>Bought after several days of green candles.&nbsp;It will recover !","listText":"<a href=\"https://laohu8.com/S/BEPC\">$Brookfield Renewable Corp.(BEPC)$</a>Bought after several days of green candles.&nbsp;It will recover !","text":"$Brookfield Renewable Corp.(BEPC)$Bought after several days of green candles. It will recover !","images":[{"img":"https://static.tigerbbs.com/17dc250dbb87fd267f02d735763a9b87","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/850366106","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000135","authorId":"9000000000000135","name":"JesseRW","avatar":"https://static.tigerbbs.com/4301cbf338b1b38ccad0aea137806a00","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000135","authorIdStr":"9000000000000135"},"content":"hah, It means you have been waiting too long😄","text":"hah, It means you have been waiting too long😄","html":"hah, It means you have been waiting too long😄"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":856749573,"gmtCreate":1635216440217,"gmtModify":1635216456624,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"I hope the deal with <a href=\"https://laohu8.com/S/XLNX\">$Xilinx(XLNX)$</a>will be alright.&nbsp;","listText":"I hope the deal with <a href=\"https://laohu8.com/S/XLNX\">$Xilinx(XLNX)$</a>will be alright.&nbsp;","text":"I hope the deal with $Xilinx(XLNX)$will be alright.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856749573","repostId":"1181676309","repostType":4,"repost":{"id":"1181676309","pubTimestamp":1635215793,"share":"https://www.laohu8.com/m/news/1181676309?lang=&edition=full","pubTime":"2021-10-26 10:36","market":"us","language":"en","title":"AMD: Brace For Impact","url":"https://stock-news.laohu8.com/highlight/detail?id=1181676309","media":"Seeking Alpha","summary":"Summary\n\nAMD will be reporting its Q3 results this Tuesday.\nIts revenue for the period could come in","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD will be reporting its Q3 results this Tuesday.</li>\n <li>Its revenue for the period could come in around $4.2 billion.</li>\n <li>The chipmaker's revenue growth momentum could remain at elevated levels in the near future at least.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/ec55c4f8340ca053f249af481ee9a179\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"></p>\n<p>AMD (AMD) is scheduled to report its Q3 earnings report after market close&nbsp;tomorrow. Investors would be curious to see if the chipmaker's revenue growth momentum remains at elevated levels or if it fizzles out due to the ongoing semiconductor shortages. But in addition to looking at its headline revenue figure, investors may also want to monitor changes in its average selling prices and shipment volume, track its segment financials and also listen in on its management's guidance for Q4. These items are likely going to have a bearing on where the stock heads next. Let's take a closer look at it all.</p>\n<p><b>Operational Performance</b></p>\n<p>Let me start by saying that AMD is facing mixed pricing and volume dynamics across its two largest product categories, that is GPUs and CPUs. For starters, the ongoing semiconductor shortages across the globe has driven up the selling prices for GPUs over the past one year, which benefits both AMD and Nvidia. Although there have been minor corrections in SKU prices from time to time, GPU prices have, overall, continuously risen up. On the other hand, the intensifying competition between Intel (INTC) and AMD has heated over the recent months and it's resulted in a contraction in prices for AMD's Zen 3-based CPUs. Here's a quick look at how prices have evolved for some of AMD's latest SKUs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68180febc1b82347855564769cd5b258\" tg-width=\"317\" tg-height=\"236\" width=\"100%\" height=\"auto\"><span>Source: Compiled by author using Amazon's prices over last 3 months</span></p>\n<p>The chipmaker registered a rapid growth in average selling prices (or ASPs) in last two quarters, but its growth in volume shipments has decelerated over the said time frame. It would be interesting to see how these metrics evolve in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83e1e1356220a1c822e02180e8f0e55a\" tg-width=\"640\" tg-height=\"543\" width=\"100%\" height=\"auto\"><span>Source: BusinessQuant.com, company filings</span></p>\n<p>There are basically five scenarios that can play out here:</p>\n<ol>\n <li>Its ASP and volume shipment growth remains at elevated levels in Q3, highlighting strong competitive positioning and improving supply situation,</li>\n <li>Its ASP growth remains at elevated levels but its shipment growth stagnates, highlight strong competitive positioning but little to no improvement in its supply situation,</li>\n <li>Its ASPs shrink but its shipments growth accelerates, highlighting an erosion of pricing power due to intensifying market competition and an improvement in its supplies,</li>\n <li>Its ASPs and shipment volume shrinks due to intensifying price wars and semiconductor shortages, resulting in a revenue degrowth. This would highlight an erosion of its pricing power and deteriorating supplies.</li>\n <li>Its ASPs and shipment volume growth remains static, indicating little to no change in its supply situation or its competitive positioning.</li>\n</ol>\n<p>Without actually knowing the actual pricing and volume mix for AMD across its various product generations and families, nobody can reliably forecast which of the above cases is going to be prevalent this time around and/or quantify the magnitude of its financial impact for the company as a whole. However, as far as guesstimates go, I contend that AMD's falling CPU prices will offset its rising GPU prices and result in flat ASPs on a sequential basis during Q3.</p>\n<p>At the same time, its volume growth is likely to accelerate on the back of growing PC shipments. I say this because Taiwan Semiconductor (TSM), the company that actually manufactures AMD's CPU and GPU chips, shipped wafers in record quantities during Q3. AMD should ideally benefit from this increased supply, unless TSMC diverted it to other customers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08fb2c7e941e681152eb2edc98f1e427\" tg-width=\"640\" tg-height=\"509\" width=\"100%\" height=\"auto\"><span>Source: BusinessQuant.com, company filings</span></p>\n<p>So, to summarize, keep an eye out on AMD's shipment and volume growth metrics. These items will highlight the state of its supply chain and how it's positioned against Intel and Nvidia.</p>\n<p><b>Assessing the Financial Impact</b></p>\n<p>Having said that, the work-from-home norms instated last year with the onset of COVID-19, had catapulted the demand for personal computing devices across the globe. Analysts were estimating this catalyst to wane off by Q4 2020 but it seems like they underestimated the pent-up demand. Latest data from Gartner and Canalys reveals that shipments for PCs, notebooks and workstations have risen between 6% to 17% on a year over year basis in Q3.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb9376f622dd40e0801ffa00b92a62eb\" tg-width=\"640\" tg-height=\"405\" width=\"100%\" height=\"auto\"><span>Source: BusinessQuant.com, Gartner and Canalys</span></p>\n<p>It's needless to say but these industry tailwinds are likely going to boost AMD's sales in Q3. The bulk of these gains are going to reflect in the chipmaker's computing and graphics segment which includes the sales contribution from PC and notebook end-markets. So, I estimate that this segment will post a high-single digit (~7%) increase in revenue on a sequential basis, which equates to a revenue figure of roughly around $2.4 billion.</p>\n<p>AMD's Embedded, Enterprise and Semi-custom segment is experiencing a different set of tailwinds. Its gaming console partners (Sony and Microsoft) are experiencing breakneck consumer demand and it's likely that they'll be able to bridge the&nbsp;supply-demand gap&nbsp;only in 2022/2023. Besides, major data center companies continue to adopt AMD's EPYC server chips. So, altogether, the chipmaker's EESC segment seems well poised to post a yet another set of strong results in Q3. I contend that this segment will post a low-double-digit (~12%) revenue growth on a sequential basis, which equates to a revenue figure of around $1.79 billion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/148d6340da64d16d5a72b8d88e47dca0\" tg-width=\"572\" tg-height=\"177\" width=\"100%\" height=\"auto\"><span>Source: Author's estimates</span></p>\n<p>Overall, I estimate AMD's total Q3 revenue to be at $4.2 billion. This is coincidentally in-line with the Street's&nbsp;estimates&nbsp;that span from $3.98 billion to $4.21 billion for the quarter.</p>\n<p>Lastly, investors should also watch AMD management's Q4 revenue guidance. Its larger rival, Intel, just posted a dismal Q3 earnings report and its management shifted blame on the ongoing chip shortages. It will be interesting to see if AMD's management sees an opportunity of growth here, on the back of Intel's woes, or if it also posts a dismal Q4 guidance due to the ongoing supply shortages. Analysts are forecasting AMD's Q4 revenue guidance to be between $4.05 billion and $4.58 billion, which translates to a record revenue high of $4.31 billion at the mid-point.</p>\n<p><b>Investors Takeaway</b></p>\n<p>It seems like AMD's revenue growth momentum will remain at elevated levels for a couple of more quarters at least, thanks to industry tailwinds. Any market share gains over Intel, along the way, will further contribute to its rapid growth. So, overall, I remain bullish on AMD's prospects. Readers may want to keep a close eye on its segment financials, its ASP and shipment growth, and its management's revenue guidance when it reports its Q3 results. These items will highlight AMD's competitive positioning, changes in its supply situation and how well is the company capitalizing on growth catalysts. Good Luck!</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>AMD: Brace For Impact</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\">\nAMD: Brace For Impact\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 10:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4461826-amd-brace-for-impact><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD will be reporting its Q3 results this Tuesday.\nIts revenue for the period could come in around $4.2 billion.\nThe chipmaker's revenue growth momentum could remain at elevated levels in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4461826-amd-brace-for-impact\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4461826-amd-brace-for-impact","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181676309","content_text":"Summary\n\nAMD will be reporting its Q3 results this Tuesday.\nIts revenue for the period could come in around $4.2 billion.\nThe chipmaker's revenue growth momentum could remain at elevated levels in the near future at least.\n\n\nAMD (AMD) is scheduled to report its Q3 earnings report after market close tomorrow. Investors would be curious to see if the chipmaker's revenue growth momentum remains at elevated levels or if it fizzles out due to the ongoing semiconductor shortages. But in addition to looking at its headline revenue figure, investors may also want to monitor changes in its average selling prices and shipment volume, track its segment financials and also listen in on its management's guidance for Q4. These items are likely going to have a bearing on where the stock heads next. Let's take a closer look at it all.\nOperational Performance\nLet me start by saying that AMD is facing mixed pricing and volume dynamics across its two largest product categories, that is GPUs and CPUs. For starters, the ongoing semiconductor shortages across the globe has driven up the selling prices for GPUs over the past one year, which benefits both AMD and Nvidia. Although there have been minor corrections in SKU prices from time to time, GPU prices have, overall, continuously risen up. On the other hand, the intensifying competition between Intel (INTC) and AMD has heated over the recent months and it's resulted in a contraction in prices for AMD's Zen 3-based CPUs. Here's a quick look at how prices have evolved for some of AMD's latest SKUs.\nSource: Compiled by author using Amazon's prices over last 3 months\nThe chipmaker registered a rapid growth in average selling prices (or ASPs) in last two quarters, but its growth in volume shipments has decelerated over the said time frame. It would be interesting to see how these metrics evolve in Q3.\nSource: BusinessQuant.com, company filings\nThere are basically five scenarios that can play out here:\n\nIts ASP and volume shipment growth remains at elevated levels in Q3, highlighting strong competitive positioning and improving supply situation,\nIts ASP growth remains at elevated levels but its shipment growth stagnates, highlight strong competitive positioning but little to no improvement in its supply situation,\nIts ASPs shrink but its shipments growth accelerates, highlighting an erosion of pricing power due to intensifying market competition and an improvement in its supplies,\nIts ASPs and shipment volume shrinks due to intensifying price wars and semiconductor shortages, resulting in a revenue degrowth. This would highlight an erosion of its pricing power and deteriorating supplies.\nIts ASPs and shipment volume growth remains static, indicating little to no change in its supply situation or its competitive positioning.\n\nWithout actually knowing the actual pricing and volume mix for AMD across its various product generations and families, nobody can reliably forecast which of the above cases is going to be prevalent this time around and/or quantify the magnitude of its financial impact for the company as a whole. However, as far as guesstimates go, I contend that AMD's falling CPU prices will offset its rising GPU prices and result in flat ASPs on a sequential basis during Q3.\nAt the same time, its volume growth is likely to accelerate on the back of growing PC shipments. I say this because Taiwan Semiconductor (TSM), the company that actually manufactures AMD's CPU and GPU chips, shipped wafers in record quantities during Q3. AMD should ideally benefit from this increased supply, unless TSMC diverted it to other customers.\nSource: BusinessQuant.com, company filings\nSo, to summarize, keep an eye out on AMD's shipment and volume growth metrics. These items will highlight the state of its supply chain and how it's positioned against Intel and Nvidia.\nAssessing the Financial Impact\nHaving said that, the work-from-home norms instated last year with the onset of COVID-19, had catapulted the demand for personal computing devices across the globe. Analysts were estimating this catalyst to wane off by Q4 2020 but it seems like they underestimated the pent-up demand. Latest data from Gartner and Canalys reveals that shipments for PCs, notebooks and workstations have risen between 6% to 17% on a year over year basis in Q3.\nSource: BusinessQuant.com, Gartner and Canalys\nIt's needless to say but these industry tailwinds are likely going to boost AMD's sales in Q3. The bulk of these gains are going to reflect in the chipmaker's computing and graphics segment which includes the sales contribution from PC and notebook end-markets. So, I estimate that this segment will post a high-single digit (~7%) increase in revenue on a sequential basis, which equates to a revenue figure of roughly around $2.4 billion.\nAMD's Embedded, Enterprise and Semi-custom segment is experiencing a different set of tailwinds. Its gaming console partners (Sony and Microsoft) are experiencing breakneck consumer demand and it's likely that they'll be able to bridge the supply-demand gap only in 2022/2023. Besides, major data center companies continue to adopt AMD's EPYC server chips. So, altogether, the chipmaker's EESC segment seems well poised to post a yet another set of strong results in Q3. I contend that this segment will post a low-double-digit (~12%) revenue growth on a sequential basis, which equates to a revenue figure of around $1.79 billion.\nSource: Author's estimates\nOverall, I estimate AMD's total Q3 revenue to be at $4.2 billion. This is coincidentally in-line with the Street's estimates that span from $3.98 billion to $4.21 billion for the quarter.\nLastly, investors should also watch AMD management's Q4 revenue guidance. Its larger rival, Intel, just posted a dismal Q3 earnings report and its management shifted blame on the ongoing chip shortages. It will be interesting to see if AMD's management sees an opportunity of growth here, on the back of Intel's woes, or if it also posts a dismal Q4 guidance due to the ongoing supply shortages. Analysts are forecasting AMD's Q4 revenue guidance to be between $4.05 billion and $4.58 billion, which translates to a record revenue high of $4.31 billion at the mid-point.\nInvestors Takeaway\nIt seems like AMD's revenue growth momentum will remain at elevated levels for a couple of more quarters at least, thanks to industry tailwinds. Any market share gains over Intel, along the way, will further contribute to its rapid growth. So, overall, I remain bullish on AMD's prospects. Readers may want to keep a close eye on its segment financials, its ASP and shipment growth, and its management's revenue guidance when it reports its Q3 results. These items will highlight AMD's competitive positioning, changes in its supply situation and how well is the company capitalizing on growth catalysts. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859667569,"gmtCreate":1634693312685,"gmtModify":1634695206053,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.&nbsp;","listText":"“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.&nbsp;","text":"“Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.”Well. That’s too bad.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859667569","repostId":"2176710436","repostType":4,"repost":{"id":"2176710436","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":1634683772,"share":"https://www.laohu8.com/m/news/2176710436?lang=&edition=full","pubTime":"2021-10-20 06:49","market":"us","language":"en","title":"Wall Street ends higher as investors bet on positive earnings season","url":"https://stock-news.laohu8.com/highlight/detail?id=2176710436","media":"Reuters","summary":"Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the tech","content":"<p>Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the technology and healthcare sectors as investors appeared to bet on solid quarterly reports even as some worried that it was too early to celebrate.</p>\n<p>In its fifth straight session of gains, the benchmark S&amp;P 500 index finished just 0.4% below its early September record close while the Dow Jones Industrials average ended the day about 0.5% below its record reached in mid-August.</p>\n<p>Johnson &amp; Johnson's shares added 2.3% providing a big boost to the S&amp;P 500 after it raised its 2021 adjusted profit forecast. Insurer Travelers Cos Inc climbed 1.6% after beating its profit estimates.</p>\n<p>High-profile technology and communications companies were also big S&amp;P boosts with Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Microsoft all rising.</p>\n<p>But in the second week of earnings with a \"very small sample\" of releases, Steve Sosnick, chief strategist at Interactive Brokers, worried about a possible pullback.</p>\n<p>\"We're seeing volatility measures like the VIX flipping from nervous to complacent in a really short period of time,\" said Sosnick. \"We may be a bit ahead of ourselves. The mostly likely scenario is that we make one more run at new S&amp;P highs and then we pull back, subject to earnings.\"</p>\n<p>The CBOE market volatility index fell 0.6 points after earlier hitting 15.57, its lowest level since mid-August.</p>\n<p>Analysts now expect S&amp;P 500 earnings to rise 32.4% from a year earlier, according to Refinitiv data.</p>\n<p>\"The key for the market to going up from here will not be higher multiples, it will have to be higher earnings. That's why it's so important to pay attention to what those profit margins do going forward and what the trajectory of GDP looks like,\" said Eric Marshall, portfolio manager at Hodges Funds.</p>\n<p>\"Investors will be paying very close attention to pricing power, how companies are dealing with labor shortages and inflationary cost pressures within their business.\"</p>\n<p>The Dow Jones Industrial Average rose 198.7 points, or 0.56%, to 35,457.31, the S&amp;P 500 gained 33.17 points, or 0.74%, to 4,519.63 and the Nasdaq Composite added 107.28 points, or 0.71%, to 15,129.09.</p>\n<p>Ten of the eleven major S&amp;P 500 sectors closed higher, with healthcare stocks, up 1.3% after dropping 0.7% in Monday's session. The next biggest gainer was utilities , which rose 1.26% after falling almost 1% Monday.</p>\n<p>Netflix Inc, after closing up 0.2%, declined to gains while the bell when quarterly results showed that global interest in Korean thriller \"Squid Game\" lured more new customers than expected.</p>\n<p>Tesla Inc, which closed down 0.7%, is due to release results on Wednesday, with investors watching for indications of its performance in China.</p>\n<p>Procter &amp; Gamble Co, fell 1% during the session, after it warned that it would have to raise prices of some products to counter higher commodity and freight costs.</p>\n<p>However, Walmart Inc shares added 2% after being added to Goldman Sachs \"Americas Conviction List.\"</p>\n<p>Helping the healthcare sector on Tuesday was drugmaker Merck &amp; Co Inc, which rose 3% while Pfizer Inc climbed 1.9% following the release of a competitor's COVID-19 drug study results.</p>\n<p>Its competitor, Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.51-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 72 new highs and 69 new lows.</p>\n<p>On U.S. exchanges 9.5 billion shares changed hands compared with the 10.29 billion moving average for the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends higher as investors bet on positive earnings season</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends higher as investors bet on positive earnings season\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-20 06:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the technology and healthcare sectors as investors appeared to bet on solid quarterly reports even as some worried that it was too early to celebrate.</p>\n<p>In its fifth straight session of gains, the benchmark S&amp;P 500 index finished just 0.4% below its early September record close while the Dow Jones Industrials average ended the day about 0.5% below its record reached in mid-August.</p>\n<p>Johnson &amp; Johnson's shares added 2.3% providing a big boost to the S&amp;P 500 after it raised its 2021 adjusted profit forecast. Insurer Travelers Cos Inc climbed 1.6% after beating its profit estimates.</p>\n<p>High-profile technology and communications companies were also big S&amp;P boosts with Apple Inc, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Microsoft all rising.</p>\n<p>But in the second week of earnings with a \"very small sample\" of releases, Steve Sosnick, chief strategist at Interactive Brokers, worried about a possible pullback.</p>\n<p>\"We're seeing volatility measures like the VIX flipping from nervous to complacent in a really short period of time,\" said Sosnick. \"We may be a bit ahead of ourselves. The mostly likely scenario is that we make one more run at new S&amp;P highs and then we pull back, subject to earnings.\"</p>\n<p>The CBOE market volatility index fell 0.6 points after earlier hitting 15.57, its lowest level since mid-August.</p>\n<p>Analysts now expect S&amp;P 500 earnings to rise 32.4% from a year earlier, according to Refinitiv data.</p>\n<p>\"The key for the market to going up from here will not be higher multiples, it will have to be higher earnings. That's why it's so important to pay attention to what those profit margins do going forward and what the trajectory of GDP looks like,\" said Eric Marshall, portfolio manager at Hodges Funds.</p>\n<p>\"Investors will be paying very close attention to pricing power, how companies are dealing with labor shortages and inflationary cost pressures within their business.\"</p>\n<p>The Dow Jones Industrial Average rose 198.7 points, or 0.56%, to 35,457.31, the S&amp;P 500 gained 33.17 points, or 0.74%, to 4,519.63 and the Nasdaq Composite added 107.28 points, or 0.71%, to 15,129.09.</p>\n<p>Ten of the eleven major S&amp;P 500 sectors closed higher, with healthcare stocks, up 1.3% after dropping 0.7% in Monday's session. The next biggest gainer was utilities , which rose 1.26% after falling almost 1% Monday.</p>\n<p>Netflix Inc, after closing up 0.2%, declined to gains while the bell when quarterly results showed that global interest in Korean thriller \"Squid Game\" lured more new customers than expected.</p>\n<p>Tesla Inc, which closed down 0.7%, is due to release results on Wednesday, with investors watching for indications of its performance in China.</p>\n<p>Procter &amp; Gamble Co, fell 1% during the session, after it warned that it would have to raise prices of some products to counter higher commodity and freight costs.</p>\n<p>However, Walmart Inc shares added 2% after being added to Goldman Sachs \"Americas Conviction List.\"</p>\n<p>Helping the healthcare sector on Tuesday was drugmaker Merck &amp; Co Inc, which rose 3% while Pfizer Inc climbed 1.9% following the release of a competitor's COVID-19 drug study results.</p>\n<p>Its competitor, Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.51-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 72 new highs and 69 new lows.</p>\n<p>On U.S. exchanges 9.5 billion shares changed hands compared with the 10.29 billion moving average for the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2176710436","content_text":"Oct 19 (Reuters) - U.S. stock indexes closed higher on Tuesday with the biggest boosts from the technology and healthcare sectors as investors appeared to bet on solid quarterly reports even as some worried that it was too early to celebrate.\nIn its fifth straight session of gains, the benchmark S&P 500 index finished just 0.4% below its early September record close while the Dow Jones Industrials average ended the day about 0.5% below its record reached in mid-August.\nJohnson & Johnson's shares added 2.3% providing a big boost to the S&P 500 after it raised its 2021 adjusted profit forecast. Insurer Travelers Cos Inc climbed 1.6% after beating its profit estimates.\nHigh-profile technology and communications companies were also big S&P boosts with Apple Inc, Facebook and Microsoft all rising.\nBut in the second week of earnings with a \"very small sample\" of releases, Steve Sosnick, chief strategist at Interactive Brokers, worried about a possible pullback.\n\"We're seeing volatility measures like the VIX flipping from nervous to complacent in a really short period of time,\" said Sosnick. \"We may be a bit ahead of ourselves. The mostly likely scenario is that we make one more run at new S&P highs and then we pull back, subject to earnings.\"\nThe CBOE market volatility index fell 0.6 points after earlier hitting 15.57, its lowest level since mid-August.\nAnalysts now expect S&P 500 earnings to rise 32.4% from a year earlier, according to Refinitiv data.\n\"The key for the market to going up from here will not be higher multiples, it will have to be higher earnings. That's why it's so important to pay attention to what those profit margins do going forward and what the trajectory of GDP looks like,\" said Eric Marshall, portfolio manager at Hodges Funds.\n\"Investors will be paying very close attention to pricing power, how companies are dealing with labor shortages and inflationary cost pressures within their business.\"\nThe Dow Jones Industrial Average rose 198.7 points, or 0.56%, to 35,457.31, the S&P 500 gained 33.17 points, or 0.74%, to 4,519.63 and the Nasdaq Composite added 107.28 points, or 0.71%, to 15,129.09.\nTen of the eleven major S&P 500 sectors closed higher, with healthcare stocks, up 1.3% after dropping 0.7% in Monday's session. The next biggest gainer was utilities , which rose 1.26% after falling almost 1% Monday.\nNetflix Inc, after closing up 0.2%, declined to gains while the bell when quarterly results showed that global interest in Korean thriller \"Squid Game\" lured more new customers than expected.\nTesla Inc, which closed down 0.7%, is due to release results on Wednesday, with investors watching for indications of its performance in China.\nProcter & Gamble Co, fell 1% during the session, after it warned that it would have to raise prices of some products to counter higher commodity and freight costs.\nHowever, Walmart Inc shares added 2% after being added to Goldman Sachs \"Americas Conviction List.\"\nHelping the healthcare sector on Tuesday was drugmaker Merck & Co Inc, which rose 3% while Pfizer Inc climbed 1.9% following the release of a competitor's COVID-19 drug study results.\nIts competitor, Atea Pharmaceuticals Inc, fell 66% after the company's antiviral pill, being developed with Roche , failed to help patients with mild and moderate COVID-19.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.51-to-1 ratio; on Nasdaq, a 1.69-to-1 ratio favored advancers.\nThe S&P 500 posted 44 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 72 new highs and 69 new lows.\nOn U.S. exchanges 9.5 billion shares changed hands compared with the 10.29 billion moving average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618585327,"gmtCreate":1651111376166,"gmtModify":1651111376330,"author":{"id":"4097234938088550","authorId":"4097234938088550","name":"Burner9073","avatar":"https://static.tigerbbs.com/b10ff2f388ee7420b6451e74742a0a8d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097234938088550","authorIdStr":"4097234938088550"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>The COVID in China is taking the stock down.&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>The COVID in China is taking the stock down.&nbsp;","text":"$TENCENT(00700)$The COVID in China is taking the stock down.","images":[{"img":"https://static.tigerbbs.com/2ef639ff0895744a6d4ae496fdc63f06","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618585327","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}