+关注
gmlim
暂无个人介绍
IP属地：未知
7
关注
3
粉丝
0
主题
0
勋章
主贴
热门
gmlim
2021-12-03
Like
Grab shares changed from up to down on its first day of trading
gmlim
2021-12-02
Yes
5 Top Stocks To Buy in December
gmlim
2021-11-19
Ok
Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4097817791250460","uuid":"4097817791250460","gmtCreate":1634714724552,"gmtModify":1636396925619,"name":"gmlim","pinyin":"gmlim","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":7,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.08","exceedPercentage":"60.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":601932185,"gmtCreate":1638478250837,"gmtModify":1638478250837,"author":{"id":"4097817791250460","authorId":"4097817791250460","name":"gmlim","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097817791250460","idStr":"4097817791250460"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601932185","repostId":"1189056654","repostType":4,"repost":{"id":"1189056654","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":1638458798,"share":"https://www.laohu8.com/m/news/1189056654?lang=&edition=full","pubTime":"2021-12-02 23:26","market":"us","language":"en","title":"Grab shares changed from up to down on its first day of trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1189056654","media":"Tiger Newspress","summary":"Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had","content":"<p>Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had previously risen more than 18%.</p>\n<p><img src=\"https://static.tigerbbs.com/26b2390eadbdda9e5198852be72c65d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p>\n<p>The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</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>Grab shares changed from up to down on its 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\">\nGrab shares changed from up to down on its first day of trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-02 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had previously risen more than 18%.</p>\n<p><img src=\"https://static.tigerbbs.com/26b2390eadbdda9e5198852be72c65d5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p>\n<p>The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</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":"1189056654","content_text":"Singapore ride-hailing firm Grab shares changed from up to down on its first day of trading.Grab had previously risen more than 18%.\n\nGrab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp.\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603808469,"gmtCreate":1638388523149,"gmtModify":1638388523149,"author":{"id":"4097817791250460","authorId":"4097817791250460","name":"gmlim","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097817791250460","idStr":"4097817791250460"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603808469","repostId":"2188568514","repostType":4,"repost":{"id":"2188568514","kind":"highlight","pubTimestamp":1638365160,"share":"https://www.laohu8.com/m/news/2188568514?lang=&edition=full","pubTime":"2021-12-01 21:26","market":"us","language":"en","title":"5 Top Stocks To Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2188568514","media":"Motley Fool","summary":"The weather is turning colder, but these stocks could heat up your portfolio.","content":"<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.</p>\n<p>If you're looking for new ideas, keep reading to see why our writers recommend <b>Teladoc </b>(NYSE:TDOC), <b>Duolingo </b>(NASDAQ:DUOL), <b>AT&T </b>(NYSE:T), <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </b>(NASDAQ:MELI) and <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications </b>(Nasdaq: ZM) as top stocks to buy in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5020cd3e804f600834231b1bf84608f\" tg-width=\"700\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Omicron short term, disruptor long term</h2>\n<p><b>Keith Speights (Teladoc Health)</b>: There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.</p>\n<p>Teladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.</p>\n<p>But I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.</p>\n<p>More than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.</p>\n<p>Teladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.</p>\n<p>The adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.</p>\n<h2>Yo quiero comprar esta acción</h2>\n<p><b>Anders Bylund (Duolingo):</b> Language-learning service operator <b>Duolingo</b> (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.</p>\n<p>...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.</p>\n<p>The business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.</p>\n<p>That's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.</p>\n<p>\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"</p>\n<p>Furthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.</p>\n<p>And you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.</p>\n<h2>Extreme pessimism</h2>\n<p><b>Tim Green (AT&T)</b>: Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.</p>\n<p>AT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with <b>Discovery</b> (NASDAQ:DISCA) by mid-2022.</p>\n<p>AT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.</p>\n<p>AT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.</p>\n<p>These estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.</p>\n<h2>Another way to play the holiday season</h2>\n<p><b>Jeremy Bowman (MercadoLibre): </b>December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.</p>\n<p>That's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.</p>\n<p>However, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.</p>\n<p>MercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.</p>\n<p>MercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.</p>\n<h2>A fallen angel</h2>\n<p><b>Brian Feroldi (Zoom Video Communications)</b>: Companies that benefited from stay-at-home orders <i>soared</i> in 2020. No company illustrates that point better than <b>Zoom Video Communications </b>(NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.</p>\n<p>Zoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.</p>\n<p>If that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.</p>\n<p>There's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.</p>\n<p>Meanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks To Buy in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Stocks To Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 21:26 GMT+8 <a href=https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4115":"综合电信业务","BK4552":"Archegos爆仓风波概念","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","T":"美国电话电报","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4125":"广播","MELI":"MercadoLibre","BK4548":"巴美列捷福持仓","BK4539":"次新股","BK4528":"SaaS概念","DISCA":"探索传播","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4204":"教育服务","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","TDOC":"Teladoc Health Inc.","BK4167":"医疗保健技术","DUOL":"多邻国","ZM":"Zoom","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188568514","content_text":"Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.\nIf you're looking for new ideas, keep reading to see why our writers recommend Teladoc (NYSE:TDOC), Duolingo (NASDAQ:DUOL), AT&T (NYSE:T), MercadoLibre (NASDAQ:MELI) and Zoom Video Communications (Nasdaq: ZM) as top stocks to buy in December.\nImage source: Getty Images.\nOmicron short term, disruptor long term\nKeith Speights (Teladoc Health): There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.\nTeladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.\nBut I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.\nMore than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.\nTeladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.\nThe adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.\nYo quiero comprar esta acción\nAnders Bylund (Duolingo): Language-learning service operator Duolingo (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.\n...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.\nThe business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.\nThat's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.\n\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"\nFurthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.\nAnd you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.\nExtreme pessimism\nTim Green (AT&T): Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.\nAT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with Discovery (NASDAQ:DISCA) by mid-2022.\nAT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.\nAT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.\nThese estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.\nAnother way to play the holiday season\nJeremy Bowman (MercadoLibre): December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.\nThat's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.\nHowever, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.\nMercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.\nMercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.\nA fallen angel\nBrian Feroldi (Zoom Video Communications): Companies that benefited from stay-at-home orders soared in 2020. No company illustrates that point better than Zoom Video Communications (NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.\nZoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.\nIf that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.\nThere's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.\nMeanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876386327,"gmtCreate":1637271557624,"gmtModify":1637271557624,"author":{"id":"4097817791250460","authorId":"4097817791250460","name":"gmlim","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097817791250460","idStr":"4097817791250460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/876386327","repostId":"1134370675","repostType":4,"repost":{"id":"1134370675","kind":"news","pubTimestamp":1637231436,"share":"https://www.laohu8.com/m/news/1134370675?lang=&edition=full","pubTime":"2021-11-18 18:30","market":"us","language":"en","title":"Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134370675","media":"Barrons","summary":"The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.After all, social-media giant Facebook changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.Nvidia , the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worl","content":"<p>The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.</p>\n<p>After all, social-media giant Facebook (ticker: FB) changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.</p>\n<p>Nvidia (NVDA), the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worlds, which it calls the Omniverse. Its innovations include a platform for generating artificially intelligent avatars, and a computer engine that will help train the deep neural networks that make up AI.</p>\n<p>Optimism over Nvidia and the metaverse has helped the stock surge in recent weeks, and that was set to continue Thursday after the company posted strong third-quarter earnings. CEO Jensen Huang didn’t skip an opportunity to talk about the company’s future in virtual worlds, outlining how “Omniverse brings together Nvidia’s expertise in AI, simulation, graphics and computing infrastructure.”</p>\n<p>“This is the tip of the iceberg of what’s to come,” Huang said in a statement with the company’s earnings Wednesday.</p>\n<p>Virtual worlds have never been more real. And while investors inclined to get ahead of the trend may be looking immediately at the high-tech stocks powering the future of the metaverse, the opportunities are in fact far more diverse.</p>\n<p>The luxury sector is one of them.</p>\n<p>Digital assets could constitute 10% of the addressable market in luxury goods by 2030, representing a €50 billion ($57 billion) revenue opportunity and increasing industry earnings by up to 25%, according to new research from Morgan Stanley.</p>\n<p>“Today, people spend more time interacting with their friends on social media and in gaming platforms than in real life in the developed world,” said the team at the bank, led by Edward Stanley, Edouard Aubin, and Elena Mariani. “As more aspects of people’s lives move to the internet, demand for digital fashion and luxury goods is set to increase dramatically in the coming years,” the team added.</p>\n<p>There are fundamentally two different branches of metaverse opportunities for luxury companies.</p>\n<p>The first is in gaming—particularly videogames that are social and have a lot of emphasis on player image. Allowing users to pay to add luxury products to their online avatar, including through revenue-sharing agreements with developers, is on the rise, according to Morgan Stanley. Tangential to games are online events, such as music festivals, which have the potential to reach a massive audience of young consumers. Along with luxury brands, beneficiaries of the events trend include the likes of Universal Music Group (UMS.Netherlands).</p>\n<p>The second metaverse opportunity is in nonfungible tokens (NFTs), which are tokenized versions of digital media that are hosted, and traded, on the blockchain—the decentralized ledger technology underpinning cryptocurrencies such as Bitcoin and Ether.Luxury companies can sell exclusive versions of their digital products for a hefty price tag: Dolce & Gabbana sold nine NFTs for $5.7 million, according to the bank’s research. NFTs are only growing in popularity.</p>\n<p>Each addressable market should contribute a similar sales boost to the luxury sector in a bull case, according to Morgan Stanley, but NFTs are likely to be more profitable.</p>\n<p>“While gaming collaborations are, we argue, more advanced in their ability to generate revenue and a wider halo effect for the industry, NFTs present a more material EBIT upside opportunity over the remainder of the decade,” said the team at the bank. Gaming collaborations could constitute 40% of metaverse revenue by 2030, but only 20% of profits.</p>\n<p>While revenue from digital mediums remains negligible for luxury brands, the opportunities are only increasing, according to Morgan Stanley. While the metaverse will take years to develop, and there remain risks to its long-term future, social gaming and NFTs are near-term plays.</p>\n<p>The whole luxury sector is likely to benefit from these trends, but some companies are better positioned than others. Namely, “soft luxury” brands—which make ready-to-wear items such as leather goods and shoes—are in a better spot than “hard luxury” groups specializing in the likes of jewelry and watches.</p>\n<p>And if it’s true that users will be more inclined to wear designer leather jackets than Rolexes in the metaverse, the Morgan Stanley team has a winning stock pick:Kering (KER.France).</p>\n<p>The French luxury-goods group owns brands including Gucci, Balenciaga, Yves Saint Laurent, Alexander McQueen, and others. It’s the best-placed given the brands’ demographic, as well as the company’s head start in innovative digital collaborations, according to the bank.</p>\n<p>Balenciaga, for instance, has a new partnership for in-game merchandise in the online game <i>Fortnite</i>. Users can buy real-world clothing lines and see an in-game billboard that has also appeared concurrently in New York, London, Tokyo, and Seoul.</p>\n<p>Gucci, on its part, has a collaboration with online gaming and game creation platform Roblox (RBLX) allowing players to purchase virtual products. There was so much hype to buy a virtual Gucci purse that it resold within the online marketplace for more money than its real-world counterpart, according to Morgan Stanley.</p>\n<p>Shares in Kering, which are also traded in U.S. over-the-counter markets, have climbed more than 25% this year.</p>\n<p>“Metaverse is not just some futuristic idea. Early versions already exist,” the team at Morgan Stanley said. “It offers a big opportunity for digital-only brands. But luxury brands, with their vast intellectual property built over decades, are set to be amongst the main beneficiaries,” it added.</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>Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.</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\">\nForget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 18:30 GMT+8 <a href=https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.\nAfter all, social-media giant Facebook (ticker: FB) changed its name to Meta last month...</p>\n\n<a href=\"https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?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":{"PPRUF":"Kering SA","NVDA":"英伟达","RBLX":"Roblox Corporation","UMGNF":"UNIVERSAL MUSIC GROUP"},"source_url":"https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134370675","content_text":"The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.\nAfter all, social-media giant Facebook (ticker: FB) changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.\nNvidia (NVDA), the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worlds, which it calls the Omniverse. Its innovations include a platform for generating artificially intelligent avatars, and a computer engine that will help train the deep neural networks that make up AI.\nOptimism over Nvidia and the metaverse has helped the stock surge in recent weeks, and that was set to continue Thursday after the company posted strong third-quarter earnings. CEO Jensen Huang didn’t skip an opportunity to talk about the company’s future in virtual worlds, outlining how “Omniverse brings together Nvidia’s expertise in AI, simulation, graphics and computing infrastructure.”\n“This is the tip of the iceberg of what’s to come,” Huang said in a statement with the company’s earnings Wednesday.\nVirtual worlds have never been more real. And while investors inclined to get ahead of the trend may be looking immediately at the high-tech stocks powering the future of the metaverse, the opportunities are in fact far more diverse.\nThe luxury sector is one of them.\nDigital assets could constitute 10% of the addressable market in luxury goods by 2030, representing a €50 billion ($57 billion) revenue opportunity and increasing industry earnings by up to 25%, according to new research from Morgan Stanley.\n“Today, people spend more time interacting with their friends on social media and in gaming platforms than in real life in the developed world,” said the team at the bank, led by Edward Stanley, Edouard Aubin, and Elena Mariani. “As more aspects of people’s lives move to the internet, demand for digital fashion and luxury goods is set to increase dramatically in the coming years,” the team added.\nThere are fundamentally two different branches of metaverse opportunities for luxury companies.\nThe first is in gaming—particularly videogames that are social and have a lot of emphasis on player image. Allowing users to pay to add luxury products to their online avatar, including through revenue-sharing agreements with developers, is on the rise, according to Morgan Stanley. Tangential to games are online events, such as music festivals, which have the potential to reach a massive audience of young consumers. Along with luxury brands, beneficiaries of the events trend include the likes of Universal Music Group (UMS.Netherlands).\nThe second metaverse opportunity is in nonfungible tokens (NFTs), which are tokenized versions of digital media that are hosted, and traded, on the blockchain—the decentralized ledger technology underpinning cryptocurrencies such as Bitcoin and Ether.Luxury companies can sell exclusive versions of their digital products for a hefty price tag: Dolce & Gabbana sold nine NFTs for $5.7 million, according to the bank’s research. NFTs are only growing in popularity.\nEach addressable market should contribute a similar sales boost to the luxury sector in a bull case, according to Morgan Stanley, but NFTs are likely to be more profitable.\n“While gaming collaborations are, we argue, more advanced in their ability to generate revenue and a wider halo effect for the industry, NFTs present a more material EBIT upside opportunity over the remainder of the decade,” said the team at the bank. Gaming collaborations could constitute 40% of metaverse revenue by 2030, but only 20% of profits.\nWhile revenue from digital mediums remains negligible for luxury brands, the opportunities are only increasing, according to Morgan Stanley. While the metaverse will take years to develop, and there remain risks to its long-term future, social gaming and NFTs are near-term plays.\nThe whole luxury sector is likely to benefit from these trends, but some companies are better positioned than others. Namely, “soft luxury” brands—which make ready-to-wear items such as leather goods and shoes—are in a better spot than “hard luxury” groups specializing in the likes of jewelry and watches.\nAnd if it’s true that users will be more inclined to wear designer leather jackets than Rolexes in the metaverse, the Morgan Stanley team has a winning stock pick:Kering (KER.France).\nThe French luxury-goods group owns brands including Gucci, Balenciaga, Yves Saint Laurent, Alexander McQueen, and others. It’s the best-placed given the brands’ demographic, as well as the company’s head start in innovative digital collaborations, according to the bank.\nBalenciaga, for instance, has a new partnership for in-game merchandise in the online game Fortnite. Users can buy real-world clothing lines and see an in-game billboard that has also appeared concurrently in New York, London, Tokyo, and Seoul.\nGucci, on its part, has a collaboration with online gaming and game creation platform Roblox (RBLX) allowing players to purchase virtual products. There was so much hype to buy a virtual Gucci purse that it resold within the online marketplace for more money than its real-world counterpart, according to Morgan Stanley.\nShares in Kering, which are also traded in U.S. over-the-counter markets, have climbed more than 25% this year.\n“Metaverse is not just some futuristic idea. Early versions already exist,” the team at Morgan Stanley said. “It offers a big opportunity for digital-only brands. But luxury brands, with their vast intellectual property built over decades, are set to be amongst the main beneficiaries,” it added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":876386327,"gmtCreate":1637271557624,"gmtModify":1637271557624,"author":{"id":"4097817791250460","authorId":"4097817791250460","name":"gmlim","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097817791250460","authorIdStr":"4097817791250460"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/876386327","repostId":"1134370675","repostType":4,"repost":{"id":"1134370675","kind":"news","pubTimestamp":1637231436,"share":"https://www.laohu8.com/m/news/1134370675?lang=&edition=full","pubTime":"2021-11-18 18:30","market":"us","language":"en","title":"Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134370675","media":"Barrons","summary":"The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.After all, social-media giant Facebook changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.Nvidia , the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worl","content":"<p>The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.</p>\n<p>After all, social-media giant Facebook (ticker: FB) changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.</p>\n<p>Nvidia (NVDA), the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worlds, which it calls the Omniverse. Its innovations include a platform for generating artificially intelligent avatars, and a computer engine that will help train the deep neural networks that make up AI.</p>\n<p>Optimism over Nvidia and the metaverse has helped the stock surge in recent weeks, and that was set to continue Thursday after the company posted strong third-quarter earnings. CEO Jensen Huang didn’t skip an opportunity to talk about the company’s future in virtual worlds, outlining how “Omniverse brings together Nvidia’s expertise in AI, simulation, graphics and computing infrastructure.”</p>\n<p>“This is the tip of the iceberg of what’s to come,” Huang said in a statement with the company’s earnings Wednesday.</p>\n<p>Virtual worlds have never been more real. And while investors inclined to get ahead of the trend may be looking immediately at the high-tech stocks powering the future of the metaverse, the opportunities are in fact far more diverse.</p>\n<p>The luxury sector is one of them.</p>\n<p>Digital assets could constitute 10% of the addressable market in luxury goods by 2030, representing a €50 billion ($57 billion) revenue opportunity and increasing industry earnings by up to 25%, according to new research from Morgan Stanley.</p>\n<p>“Today, people spend more time interacting with their friends on social media and in gaming platforms than in real life in the developed world,” said the team at the bank, led by Edward Stanley, Edouard Aubin, and Elena Mariani. “As more aspects of people’s lives move to the internet, demand for digital fashion and luxury goods is set to increase dramatically in the coming years,” the team added.</p>\n<p>There are fundamentally two different branches of metaverse opportunities for luxury companies.</p>\n<p>The first is in gaming—particularly videogames that are social and have a lot of emphasis on player image. Allowing users to pay to add luxury products to their online avatar, including through revenue-sharing agreements with developers, is on the rise, according to Morgan Stanley. Tangential to games are online events, such as music festivals, which have the potential to reach a massive audience of young consumers. Along with luxury brands, beneficiaries of the events trend include the likes of Universal Music Group (UMS.Netherlands).</p>\n<p>The second metaverse opportunity is in nonfungible tokens (NFTs), which are tokenized versions of digital media that are hosted, and traded, on the blockchain—the decentralized ledger technology underpinning cryptocurrencies such as Bitcoin and Ether.Luxury companies can sell exclusive versions of their digital products for a hefty price tag: Dolce & Gabbana sold nine NFTs for $5.7 million, according to the bank’s research. NFTs are only growing in popularity.</p>\n<p>Each addressable market should contribute a similar sales boost to the luxury sector in a bull case, according to Morgan Stanley, but NFTs are likely to be more profitable.</p>\n<p>“While gaming collaborations are, we argue, more advanced in their ability to generate revenue and a wider halo effect for the industry, NFTs present a more material EBIT upside opportunity over the remainder of the decade,” said the team at the bank. Gaming collaborations could constitute 40% of metaverse revenue by 2030, but only 20% of profits.</p>\n<p>While revenue from digital mediums remains negligible for luxury brands, the opportunities are only increasing, according to Morgan Stanley. While the metaverse will take years to develop, and there remain risks to its long-term future, social gaming and NFTs are near-term plays.</p>\n<p>The whole luxury sector is likely to benefit from these trends, but some companies are better positioned than others. Namely, “soft luxury” brands—which make ready-to-wear items such as leather goods and shoes—are in a better spot than “hard luxury” groups specializing in the likes of jewelry and watches.</p>\n<p>And if it’s true that users will be more inclined to wear designer leather jackets than Rolexes in the metaverse, the Morgan Stanley team has a winning stock pick:Kering (KER.France).</p>\n<p>The French luxury-goods group owns brands including Gucci, Balenciaga, Yves Saint Laurent, Alexander McQueen, and others. It’s the best-placed given the brands’ demographic, as well as the company’s head start in innovative digital collaborations, according to the bank.</p>\n<p>Balenciaga, for instance, has a new partnership for in-game merchandise in the online game <i>Fortnite</i>. Users can buy real-world clothing lines and see an in-game billboard that has also appeared concurrently in New York, London, Tokyo, and Seoul.</p>\n<p>Gucci, on its part, has a collaboration with online gaming and game creation platform Roblox (RBLX) allowing players to purchase virtual products. There was so much hype to buy a virtual Gucci purse that it resold within the online marketplace for more money than its real-world counterpart, according to Morgan Stanley.</p>\n<p>Shares in Kering, which are also traded in U.S. over-the-counter markets, have climbed more than 25% this year.</p>\n<p>“Metaverse is not just some futuristic idea. Early versions already exist,” the team at Morgan Stanley said. “It offers a big opportunity for digital-only brands. But luxury brands, with their vast intellectual property built over decades, are set to be amongst the main beneficiaries,” it added.</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>Forget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.</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\">\nForget Nvidia. This Is the $57 Billion Metaverse Opportunity—in an Unexpected Sector.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 18:30 GMT+8 <a href=https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.\nAfter all, social-media giant Facebook (ticker: FB) changed its name to Meta last month...</p>\n\n<a href=\"https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?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":{"PPRUF":"Kering SA","NVDA":"英伟达","RBLX":"Roblox Corporation","UMGNF":"UNIVERSAL MUSIC GROUP"},"source_url":"https://www.barrons.com/articles/metaverse-opportunity-luxury-goods-51637166689?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134370675","content_text":"The prospect of future industries revolving around the metaverse—virtual worlds—has received a lot of attention.\nAfter all, social-media giant Facebook (ticker: FB) changed its name to Meta last month to reflect its ambitions to build the metaverse, where augmented and virtual reality will allow users to interact in online worlds that include games and shopping.\nNvidia (NVDA), the computer-chip powerhouse, unveiled new software and computing tools last week as it firmed up its own competitive push into virtual worlds, which it calls the Omniverse. Its innovations include a platform for generating artificially intelligent avatars, and a computer engine that will help train the deep neural networks that make up AI.\nOptimism over Nvidia and the metaverse has helped the stock surge in recent weeks, and that was set to continue Thursday after the company posted strong third-quarter earnings. CEO Jensen Huang didn’t skip an opportunity to talk about the company’s future in virtual worlds, outlining how “Omniverse brings together Nvidia’s expertise in AI, simulation, graphics and computing infrastructure.”\n“This is the tip of the iceberg of what’s to come,” Huang said in a statement with the company’s earnings Wednesday.\nVirtual worlds have never been more real. And while investors inclined to get ahead of the trend may be looking immediately at the high-tech stocks powering the future of the metaverse, the opportunities are in fact far more diverse.\nThe luxury sector is one of them.\nDigital assets could constitute 10% of the addressable market in luxury goods by 2030, representing a €50 billion ($57 billion) revenue opportunity and increasing industry earnings by up to 25%, according to new research from Morgan Stanley.\n“Today, people spend more time interacting with their friends on social media and in gaming platforms than in real life in the developed world,” said the team at the bank, led by Edward Stanley, Edouard Aubin, and Elena Mariani. “As more aspects of people’s lives move to the internet, demand for digital fashion and luxury goods is set to increase dramatically in the coming years,” the team added.\nThere are fundamentally two different branches of metaverse opportunities for luxury companies.\nThe first is in gaming—particularly videogames that are social and have a lot of emphasis on player image. Allowing users to pay to add luxury products to their online avatar, including through revenue-sharing agreements with developers, is on the rise, according to Morgan Stanley. Tangential to games are online events, such as music festivals, which have the potential to reach a massive audience of young consumers. Along with luxury brands, beneficiaries of the events trend include the likes of Universal Music Group (UMS.Netherlands).\nThe second metaverse opportunity is in nonfungible tokens (NFTs), which are tokenized versions of digital media that are hosted, and traded, on the blockchain—the decentralized ledger technology underpinning cryptocurrencies such as Bitcoin and Ether.Luxury companies can sell exclusive versions of their digital products for a hefty price tag: Dolce & Gabbana sold nine NFTs for $5.7 million, according to the bank’s research. NFTs are only growing in popularity.\nEach addressable market should contribute a similar sales boost to the luxury sector in a bull case, according to Morgan Stanley, but NFTs are likely to be more profitable.\n“While gaming collaborations are, we argue, more advanced in their ability to generate revenue and a wider halo effect for the industry, NFTs present a more material EBIT upside opportunity over the remainder of the decade,” said the team at the bank. Gaming collaborations could constitute 40% of metaverse revenue by 2030, but only 20% of profits.\nWhile revenue from digital mediums remains negligible for luxury brands, the opportunities are only increasing, according to Morgan Stanley. While the metaverse will take years to develop, and there remain risks to its long-term future, social gaming and NFTs are near-term plays.\nThe whole luxury sector is likely to benefit from these trends, but some companies are better positioned than others. Namely, “soft luxury” brands—which make ready-to-wear items such as leather goods and shoes—are in a better spot than “hard luxury” groups specializing in the likes of jewelry and watches.\nAnd if it’s true that users will be more inclined to wear designer leather jackets than Rolexes in the metaverse, the Morgan Stanley team has a winning stock pick:Kering (KER.France).\nThe French luxury-goods group owns brands including Gucci, Balenciaga, Yves Saint Laurent, Alexander McQueen, and others. It’s the best-placed given the brands’ demographic, as well as the company’s head start in innovative digital collaborations, according to the bank.\nBalenciaga, for instance, has a new partnership for in-game merchandise in the online game Fortnite. Users can buy real-world clothing lines and see an in-game billboard that has also appeared concurrently in New York, London, Tokyo, and Seoul.\nGucci, on its part, has a collaboration with online gaming and game creation platform Roblox (RBLX) allowing players to purchase virtual products. There was so much hype to buy a virtual Gucci purse that it resold within the online marketplace for more money than its real-world counterpart, according to Morgan Stanley.\nShares in Kering, which are also traded in U.S. over-the-counter markets, have climbed more than 25% this year.\n“Metaverse is not just some futuristic idea. Early versions already exist,” the team at Morgan Stanley said. “It offers a big opportunity for digital-only brands. But luxury brands, with their vast intellectual property built over decades, are set to be amongst the main beneficiaries,” it added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601932185,"gmtCreate":1638478250837,"gmtModify":1638478250837,"author":{"id":"4097817791250460","authorId":"4097817791250460","name":"gmlim","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097817791250460","authorIdStr":"4097817791250460"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601932185","repostId":"1189056654","repostType":4,"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603808469,"gmtCreate":1638388523149,"gmtModify":1638388523149,"author":{"id":"4097817791250460","authorId":"4097817791250460","name":"gmlim","avatar":"https://static.tigerbbs.com/6a83f40db882e60f1ad66c6d4abebec9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097817791250460","authorIdStr":"4097817791250460"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603808469","repostId":"2188568514","repostType":4,"repost":{"id":"2188568514","kind":"highlight","pubTimestamp":1638365160,"share":"https://www.laohu8.com/m/news/2188568514?lang=&edition=full","pubTime":"2021-12-01 21:26","market":"us","language":"en","title":"5 Top Stocks To Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2188568514","media":"Motley Fool","summary":"The weather is turning colder, but these stocks could heat up your portfolio.","content":"<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.</p>\n<p>If you're looking for new ideas, keep reading to see why our writers recommend <b>Teladoc </b>(NYSE:TDOC), <b>Duolingo </b>(NASDAQ:DUOL), <b>AT&T </b>(NYSE:T), <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </b>(NASDAQ:MELI) and <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications </b>(Nasdaq: ZM) as top stocks to buy in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5020cd3e804f600834231b1bf84608f\" tg-width=\"700\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Omicron short term, disruptor long term</h2>\n<p><b>Keith Speights (Teladoc Health)</b>: There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.</p>\n<p>Teladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.</p>\n<p>But I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.</p>\n<p>More than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.</p>\n<p>Teladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.</p>\n<p>The adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.</p>\n<h2>Yo quiero comprar esta acción</h2>\n<p><b>Anders Bylund (Duolingo):</b> Language-learning service operator <b>Duolingo</b> (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.</p>\n<p>...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.</p>\n<p>The business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.</p>\n<p>That's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.</p>\n<p>\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"</p>\n<p>Furthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.</p>\n<p>And you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.</p>\n<h2>Extreme pessimism</h2>\n<p><b>Tim Green (AT&T)</b>: Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.</p>\n<p>AT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with <b>Discovery</b> (NASDAQ:DISCA) by mid-2022.</p>\n<p>AT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.</p>\n<p>AT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.</p>\n<p>These estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.</p>\n<h2>Another way to play the holiday season</h2>\n<p><b>Jeremy Bowman (MercadoLibre): </b>December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.</p>\n<p>That's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.</p>\n<p>However, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.</p>\n<p>MercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.</p>\n<p>MercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.</p>\n<h2>A fallen angel</h2>\n<p><b>Brian Feroldi (Zoom Video Communications)</b>: Companies that benefited from stay-at-home orders <i>soared</i> in 2020. No company illustrates that point better than <b>Zoom Video Communications </b>(NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.</p>\n<p>Zoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.</p>\n<p>If that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.</p>\n<p>There's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.</p>\n<p>Meanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks To Buy in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Stocks To Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 21:26 GMT+8 <a href=https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4115":"综合电信业务","BK4552":"Archegos爆仓风波概念","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","T":"美国电话电报","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4125":"广播","MELI":"MercadoLibre","BK4548":"巴美列捷福持仓","BK4539":"次新股","BK4528":"SaaS概念","DISCA":"探索传播","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4204":"教育服务","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4535":"淡马锡持仓","TDOC":"Teladoc Health Inc.","BK4167":"医疗保健技术","DUOL":"多邻国","ZM":"Zoom","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188568514","content_text":"Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.\nIf you're looking for new ideas, keep reading to see why our writers recommend Teladoc (NYSE:TDOC), Duolingo (NASDAQ:DUOL), AT&T (NYSE:T), MercadoLibre (NASDAQ:MELI) and Zoom Video Communications (Nasdaq: ZM) as top stocks to buy in December.\nImage source: Getty Images.\nOmicron short term, disruptor long term\nKeith Speights (Teladoc Health): There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.\nTeladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.\nBut I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.\nMore than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.\nTeladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.\nThe adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.\nYo quiero comprar esta acción\nAnders Bylund (Duolingo): Language-learning service operator Duolingo (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.\n...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.\nThe business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.\nThat's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.\n\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"\nFurthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.\nAnd you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.\nExtreme pessimism\nTim Green (AT&T): Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.\nAT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with Discovery (NASDAQ:DISCA) by mid-2022.\nAT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.\nAT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.\nThese estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.\nAnother way to play the holiday season\nJeremy Bowman (MercadoLibre): December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.\nThat's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.\nHowever, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.\nMercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.\nMercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.\nA fallen angel\nBrian Feroldi (Zoom Video Communications): Companies that benefited from stay-at-home orders soared in 2020. No company illustrates that point better than Zoom Video Communications (NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.\nZoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.\nIf that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.\nThere's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.\nMeanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
