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2022-01-22

Good Analysis

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2022-01-20

Agree

3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off

2021-12-28

Happy

2021-12-28

History will repeat itself

It’s December 1999 Based on the NYSE Shares Touching New Lows

2021-12-27

Wow

Nikola shares surged 5% in premarket trading

2021-12-27

Good analysis

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2021-12-26

Agree

7 Reasons the Stock Market Could Crash in January

2021-12-26

Great

2 Under-the-Radar Biotech Picks to Buy For The Long Haul

2021-12-24

Wow

抱歉，原内容已删除

2021-12-24

Wow

Nikola shares continue to surged 4% in extended trading

2021-12-24

Wow

抱歉，原内容已删除

2021-12-22

Added in my watchlist

3 Stocks That Could Be Worth More Than Apple by 2035

2021-12-22

New beginner in Forecasting S&P Market Closing using Tiger Coins

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Analysis","listText":"Good Analysis","text":"Good Analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630610492","repostId":"1195016165","repostType":2,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630012587,"gmtCreate":1642636057250,"gmtModify":1642636057506,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630012587","repostId":"2204307707","repostType":2,"repost":{"id":"2204307707","pubTimestamp":1642597998,"share":"https://www.laohu8.com/m/news/2204307707?lang=&edition=full","pubTime":"2022-01-19 21:13","market":"us","language":"en","title":"3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2204307707","media":"Motley Fool","summary":"These three top growth names are already down a lot and trade at fair prices, but could become really huge bargains if the market falls more amid rising interest rates.","content":"<html><head></head><body><p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.</p><p>To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F661536%2Fgettyimages-1280294961.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Sea Limited</h2><p>Shares of Southeast Asian mobile gaming, e-commerce, and digital finance company <b>Sea Limited</b> (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit <i>Free Fire</i>. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.</p><p>Meanwhile, Sea&#39;s highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.</p><p>Yes, Chinese internet giant <b>Tencent</b> did just sell some of its Sea Limited stake, which could shake others&#39; confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That&#39;s just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.</p><p>The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn&#39;t want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent&#39;s voting share could have been necessary for Sea to succeed in its next wave of growth.</p><p>After Sea&#39;s rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It&#39;s hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.</p><h2>2. CrowdStrike</h2><p>Although it&#39;s already 40% off its highs,<b> CrowdStrike Holdings</b> (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.</p><p>But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.</p><p>The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn&#39;t resting on those laurels, as it&#39;s still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.</p><p>The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.</p><p>What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.</p><h2>3. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>Brazilian payments company <b>StoneCo</b> (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.</p><p>StoneCo&#39;s stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn&#39;t be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.</p><p>Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil&#39;s economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up.  So margins in its credit business have come down.</p><p>At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.</p><p>These growth initiatives could make StoneCo a much bigger business in the long run, but it&#39;s requiring investment now. So the company&#39;s high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.</p><p>While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil&#39;s economy doesn&#39;t deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 21:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","STNE":"StoneCo","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","SE":"Sea Ltd","BK4559":"巴菲特持仓","CRWD":"CrowdStrike Holdings, Inc.","BK4097":"系统软件","BK4528":"SaaS概念","BK4560":"网络安全概念","BK4085":"互动家庭娱乐","BK4106":"数据处理与外包服务"},"source_url":"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204307707","content_text":"Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.Image source: Getty Images.1. Sea LimitedShares of Southeast Asian mobile gaming, e-commerce, and digital finance company Sea Limited (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit Free Fire. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.Meanwhile, Sea's highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.Yes, Chinese internet giant Tencent did just sell some of its Sea Limited stake, which could shake others' confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That's just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn't want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent's voting share could have been necessary for Sea to succeed in its next wave of growth.After Sea's rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It's hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.2. CrowdStrikeAlthough it's already 40% off its highs, CrowdStrike Holdings (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn't resting on those laurels, as it's still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.3. StoneCoBrazilian payments company StoneCo (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.StoneCo's stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn't be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil's economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up.  So margins in its credit business have come down.At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.These growth initiatives could make StoneCo a much bigger business in the long run, but it's requiring investment now. So the company's high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil's economy doesn't deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696678135,"gmtCreate":1640694275787,"gmtModify":1640694275905,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Happy","listText":"Happy","text":"Happy","images":[{"img":"https://static.tigerbbs.com/73e0210ed62efd8a2c114ae540340ed4","width":"1080","height":"1653"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696678135","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696133815,"gmtCreate":1640647943696,"gmtModify":1640647943775,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"History will repeat itself","listText":"History will repeat itself","text":"History will repeat itself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696133815","repostId":"1142783552","repostType":4,"repost":{"id":"1142783552","pubTimestamp":1640647322,"share":"https://www.laohu8.com/m/news/1142783552?lang=&edition=full","pubTime":"2021-12-28 07:22","market":"us","language":"en","title":"It’s December 1999 Based on the NYSE Shares Touching New Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1142783552","media":"Bloomberg","summary":"(Bloomberg) -- Amid all the celebration of a rousing year-end in stocks, Doug Ramsey has a sobering ","content":"<p>(Bloomberg) -- Amid all the celebration of a rousing year-end in stocks, Doug Ramsey has a sobering observation about a situation below the market’s surface.</p>\n<p>Last week, when the S&amp;P 500 closed at a 52-week high, 334 companies trading on the New York Stock Exchange hit a 52-week low, more than double the amount that marked new one-year highs. That’s happened only three other times in history -- all of them in December 1999, according to Ramsey, who is chief investment officer for Leuthold Group.</p>\n<p>And it’s not just a one-week phenomenon: NYSE new lows now also outnumber new highs on a six-week moving-average basis. The last time that happened as the S&amp;P 500 hit a one-year high was in July 2015, right before a six-month correction that saw the index lose around 14%.</p>\n<p>“The Fed had months to taper when the economy was red hot and the stock market tape was very broad and healthy,” Ramsey said. “Now, they are finally poised to do so with the economy cooling off a bit and stock market internals looking weaker than an at time during the entire rally from the pandemic lows.”</p>\n<p>The Federal Reserve announced earlier this month that it would speed up its withdrawal of economic stimulus, whipping up volatility as investors fretted over the central bank’s policy path as well as the rapidly spreading new coronavirus variant. But strong corporate earnings and some positive Covid-19 news have helped propel stocks higher, with the S&amp;P 500 on Monday notching its 69th all-time high of the year.</p>\n<p>Few things stir agita for traders like comparisons to 1999 crash times. But Ramsey says that his analysis doesn’t mean a correction is imminent. The smoothed-out six-week moving-average condition happened several times throughout 1999 up until March 24, 2000, when it “proved to be the final nail in the coffin.”</p>\n<p>“The trouble is these warnings can persist for several months before the blue chips finally take a hit,” he said.</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It’s December 1999 Based on the NYSE Shares Touching New Lows</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\">\nIt’s December 1999 Based on the NYSE Shares Touching New Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 07:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/december-1999-based-nyse-shares-215249905.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Amid all the celebration of a rousing year-end in stocks, Doug Ramsey has a sobering observation about a situation below the market’s surface.\nLast week, when the S&P 500 closed at a 52...</p>\n\n<a href=\"https://finance.yahoo.com/news/december-1999-based-nyse-shares-215249905.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/december-1999-based-nyse-shares-215249905.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142783552","content_text":"(Bloomberg) -- Amid all the celebration of a rousing year-end in stocks, Doug Ramsey has a sobering observation about a situation below the market’s surface.\nLast week, when the S&P 500 closed at a 52-week high, 334 companies trading on the New York Stock Exchange hit a 52-week low, more than double the amount that marked new one-year highs. That’s happened only three other times in history -- all of them in December 1999, according to Ramsey, who is chief investment officer for Leuthold Group.\nAnd it’s not just a one-week phenomenon: NYSE new lows now also outnumber new highs on a six-week moving-average basis. The last time that happened as the S&P 500 hit a one-year high was in July 2015, right before a six-month correction that saw the index lose around 14%.\n“The Fed had months to taper when the economy was red hot and the stock market tape was very broad and healthy,” Ramsey said. “Now, they are finally poised to do so with the economy cooling off a bit and stock market internals looking weaker than an at time during the entire rally from the pandemic lows.”\nThe Federal Reserve announced earlier this month that it would speed up its withdrawal of economic stimulus, whipping up volatility as investors fretted over the central bank’s policy path as well as the rapidly spreading new coronavirus variant. But strong corporate earnings and some positive Covid-19 news have helped propel stocks higher, with the S&P 500 on Monday notching its 69th all-time high of the year.\nFew things stir agita for traders like comparisons to 1999 crash times. But Ramsey says that his analysis doesn’t mean a correction is imminent. The smoothed-out six-week moving-average condition happened several times throughout 1999 up until March 24, 2000, when it “proved to be the final nail in the coffin.”\n“The trouble is these warnings can persist for several months before the blue chips finally take a hit,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696980440,"gmtCreate":1640598238422,"gmtModify":1640598238541,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696980440","repostId":"1112647100","repostType":4,"repost":{"id":"1112647100","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":1640595752,"share":"https://www.laohu8.com/m/news/1112647100?lang=&edition=full","pubTime":"2021-12-27 17:02","market":"us","language":"en","title":"Nikola shares surged 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1112647100","media":"Tiger Newspress","summary":"Nikola shares continue to surged 5% in premarket trading after soaring nearly 18% last trading day a","content":"<p>Nikola shares continue to surged 5% in premarket trading&nbsp;after soaring nearly 18% last trading day&nbsp;aimed the electric-truck maker posted a photograph of its first customer delivery and promised “more to come” on social-media platform&nbsp;Twitter.</p>\n<p><img src=\"https://static.tigerbbs.com/72087432b60db02bc8d8b88877c3db8a\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nikola shares surged 5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNikola shares surged 5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-27 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nikola shares continue to surged 5% in premarket trading&nbsp;after soaring nearly 18% last trading day&nbsp;aimed the electric-truck maker posted a photograph of its first customer delivery and promised “more to come” on social-media platform&nbsp;Twitter.</p>\n<p><img src=\"https://static.tigerbbs.com/72087432b60db02bc8d8b88877c3db8a\" tg-width=\"842\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112647100","content_text":"Nikola shares continue to surged 5% in premarket trading after soaring nearly 18% last trading day aimed the electric-truck maker posted a photograph of its first customer delivery and promised “more to come” on social-media platform Twitter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698755036,"gmtCreate":1640564137724,"gmtModify":1640564137846,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698755036","repostId":"2193142542","repostType":2,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698736818,"gmtCreate":1640532857246,"gmtModify":1640532857445,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698736818","repostId":"2194711211","repostType":4,"repost":{"id":"2194711211","pubTimestamp":1640479830,"share":"https://www.laohu8.com/m/news/2194711211?lang=&edition=full","pubTime":"2021-12-26 08:50","market":"us","language":"en","title":"7 Reasons the Stock Market Could Crash in January","url":"https://stock-news.laohu8.com/highlight/detail?id=2194711211","media":"Motley Fool","summary":"The new year could bring an end to what's been a nearly unstoppable 21-month rally in the S&P 500.","content":"<p>In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark <b>S&amp;P 500</b> (SNPINDEX:^GSPC) has more than doubled up (+24%) its average annual total return of 11% (including dividends) over the past four decades, and it hasn't undergone a steeper correction than 5%. It's been a true running of the bulls.</p>\n<p>But as we turn the page on 2021, it's quite possible Wall Street could lose its luster. Below are seven reasons the stock market could crash in January.</p>\n<h2>1. Omicron supply chain issues (domestic and abroad)</h2>\n<p>The most obvious obstacle for the S&amp;P 500 is the ongoing spread of coronavirus variants, of which omicron is now the most predominant in the United States. The issue is that there's no unified global approach as to how best to curtail omicron. Whereas some countries are now mandating vaccines, others are imposing few restrictions, if any.</p>\n<p>With a wide variance of mitigation measures being deployed, the single greatest risk to Wall Street is continued or brand-new supply chain issues. From tech and consumer goods to industrial companies, most sectors are at risk of operating shortfalls if global logistics continue to be tied into knots by the pandemic.</p>\n<h2>2. QE winding down</h2>\n<p>Another fairly obvious high-risk factor for Wall Street is the Federal Reserve going on the offensive against inflation. As a reminder, the Consumer Price Index for all Urban Consumers (CPI-U) rose 6.8% in November, which marked a 39-year high for inflation.</p>\n<p>Earlier this month, Federal Reserve Chairman Jerome Powell announced that the nation's central bank would expedite the winding down of its quantitative easing (QE) program. QE is the umbrella program responsible for buying long-term Treasury bonds (buying T-bonds pushes up their price and weighs down long-term yields) and mortgage-backed securities.</p>\n<p>Reduced bond buying should equate to higher borrowing rates, which in turn can slow the growth potential of previously fast-paced stocks.</p>\n<h2>3. Margin calls</h2>\n<p>Wall Street should also be deeply concerned about rapidly rising levels of margin debt, which is the amount of money that's been borrowed by institutions or investors <i>with interest</i> to purchase or short-sell securities.</p>\n<p>Over time, it's perfectly normal for the nominal amount of outstanding margin debt to climb. But since the March 2020 low, the amount of outstanding margin debt has come close to doubling, and now sits at nearly $919 billion, according to November data from the independent Financial Industry Regulatory Authority.</p>\n<p>There have only been three instances in the last 26 years where margin debt outstanding rose by at least 60% in a single year. It happened just months before the dot-com bubble burst, almost immediately ahead of the financial crisis, and in 2021. If stocks drift lower to begin the year, a margin-call wave could really accelerate things to the downside.</p>\n<h2>4. Sector rotation</h2>\n<p>Sometimes, the stock market dives for purely benign reasons. One such possibility is if we witness sector rotation in January. Sector rotation refers to investors moving money from one sector of the market to another.</p>\n<p>On the surface, you'd think a broad-based index like the S&amp;P 500 wouldn't be fazed by sector rotation. But it's no secret that growth stocks in the technology and healthcare sectors have been primarily leading this rally from the March 2020 bear market bottom. Now that we're well past the one-year mark since this bottom, it wouldn't be all that surprising to see investors locking in some profits on companies with valuation premiums and migrating some of their cash to safer/value investments or dividend plays.</p>\n<p>If investors do begin to choose value and dividends over growth stocks, there's little question the market-cap-weighted S&amp;P 500 will find itself under pressure.</p>\n<h2>5. Meme stock reversion</h2>\n<p>A fifth reason the stock market could crash in January is the potential for a dive in meme stocks, such as <b>AMC Entertainment Holdings</b>&nbsp;and <b>GameStop</b>.</p>\n<p>Even though these are grossly overvalued companies that have become detached from their respectively poor operating performances, the Fed noted in its semiannual Financial Stability Report that near- and long-term risks exist with the way young and novice investors have been putting their money to work.</p>\n<p>In particular, the report highlights that households invested in these social-media-driven stocks tend to have more-leveraged balance sheets. If common sense prevails and these bubble-like stocks begin to deflate, these leveraged investors may have no choice but to retreat, leading to increased market volatility.</p>\n<h2>6. Valuation</h2>\n<p>Even though valuation is rarely ever enough, by itself, to send the S&amp;P 500 screaming lower, historic precedents do suggest Wall Street may be in trouble come January.</p>\n<p>As of the closing bell on Dec. 21, the S&amp;P 500's Shiller price-to-earnings (P/E) ratio was 39. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. Though the Shiller P/E multiple for the S&amp;P 500 has risen a bit since the advent of the internet in the mid-1990s, the current Shiller P/E is more than double its 151-year average of 16.9.</p>\n<p>What's far more worrisome is that the S&amp;P 500 has declined at least 20% in each of the previous four instances when the Shiller P/E surpassed 30. Wall Street simply doesn't have a good track record of supporting extreme valuations for long periods of time.</p>\n<h2>7. History makes its presence felt</h2>\n<p>Lastly, investors can look to history as another reason to be concerned about the broader market.</p>\n<p>Since 1960, there have been nine bear market declines (20% or more) for the S&amp;P 500. Following each of the previous eight bear market bottoms (i.e., not including the coronavirus crash), the S&amp;P 500 underwent either one or two double-digit percentage declines in the subsequent 36 months. We're now 21 months removed from the March 2020 bear market low and haven't come close to a double-digit correction in the broad-market index.</p>\n<p>Keep in mind that if a stock market crash or correction does occur in January, it would represent a fantastic buying opportunity for long-term investors. Just be aware that crashes and corrections are the price of admission to one of the world's greatest wealth creators.</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>7 Reasons the Stock Market Could Crash in January</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\">\n7 Reasons the Stock Market Could Crash in January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark S&P 500 (SNPINDEX:^GSPC) has more than doubled up (+24%) ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194711211","content_text":"In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark S&P 500 (SNPINDEX:^GSPC) has more than doubled up (+24%) its average annual total return of 11% (including dividends) over the past four decades, and it hasn't undergone a steeper correction than 5%. It's been a true running of the bulls.\nBut as we turn the page on 2021, it's quite possible Wall Street could lose its luster. Below are seven reasons the stock market could crash in January.\n1. Omicron supply chain issues (domestic and abroad)\nThe most obvious obstacle for the S&P 500 is the ongoing spread of coronavirus variants, of which omicron is now the most predominant in the United States. The issue is that there's no unified global approach as to how best to curtail omicron. Whereas some countries are now mandating vaccines, others are imposing few restrictions, if any.\nWith a wide variance of mitigation measures being deployed, the single greatest risk to Wall Street is continued or brand-new supply chain issues. From tech and consumer goods to industrial companies, most sectors are at risk of operating shortfalls if global logistics continue to be tied into knots by the pandemic.\n2. QE winding down\nAnother fairly obvious high-risk factor for Wall Street is the Federal Reserve going on the offensive against inflation. As a reminder, the Consumer Price Index for all Urban Consumers (CPI-U) rose 6.8% in November, which marked a 39-year high for inflation.\nEarlier this month, Federal Reserve Chairman Jerome Powell announced that the nation's central bank would expedite the winding down of its quantitative easing (QE) program. QE is the umbrella program responsible for buying long-term Treasury bonds (buying T-bonds pushes up their price and weighs down long-term yields) and mortgage-backed securities.\nReduced bond buying should equate to higher borrowing rates, which in turn can slow the growth potential of previously fast-paced stocks.\n3. Margin calls\nWall Street should also be deeply concerned about rapidly rising levels of margin debt, which is the amount of money that's been borrowed by institutions or investors with interest to purchase or short-sell securities.\nOver time, it's perfectly normal for the nominal amount of outstanding margin debt to climb. But since the March 2020 low, the amount of outstanding margin debt has come close to doubling, and now sits at nearly $919 billion, according to November data from the independent Financial Industry Regulatory Authority.\nThere have only been three instances in the last 26 years where margin debt outstanding rose by at least 60% in a single year. It happened just months before the dot-com bubble burst, almost immediately ahead of the financial crisis, and in 2021. If stocks drift lower to begin the year, a margin-call wave could really accelerate things to the downside.\n4. Sector rotation\nSometimes, the stock market dives for purely benign reasons. One such possibility is if we witness sector rotation in January. Sector rotation refers to investors moving money from one sector of the market to another.\nOn the surface, you'd think a broad-based index like the S&P 500 wouldn't be fazed by sector rotation. But it's no secret that growth stocks in the technology and healthcare sectors have been primarily leading this rally from the March 2020 bear market bottom. Now that we're well past the one-year mark since this bottom, it wouldn't be all that surprising to see investors locking in some profits on companies with valuation premiums and migrating some of their cash to safer/value investments or dividend plays.\nIf investors do begin to choose value and dividends over growth stocks, there's little question the market-cap-weighted S&P 500 will find itself under pressure.\n5. Meme stock reversion\nA fifth reason the stock market could crash in January is the potential for a dive in meme stocks, such as AMC Entertainment Holdings and GameStop.\nEven though these are grossly overvalued companies that have become detached from their respectively poor operating performances, the Fed noted in its semiannual Financial Stability Report that near- and long-term risks exist with the way young and novice investors have been putting their money to work.\nIn particular, the report highlights that households invested in these social-media-driven stocks tend to have more-leveraged balance sheets. If common sense prevails and these bubble-like stocks begin to deflate, these leveraged investors may have no choice but to retreat, leading to increased market volatility.\n6. Valuation\nEven though valuation is rarely ever enough, by itself, to send the S&P 500 screaming lower, historic precedents do suggest Wall Street may be in trouble come January.\nAs of the closing bell on Dec. 21, the S&P 500's Shiller price-to-earnings (P/E) ratio was 39. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. Though the Shiller P/E multiple for the S&P 500 has risen a bit since the advent of the internet in the mid-1990s, the current Shiller P/E is more than double its 151-year average of 16.9.\nWhat's far more worrisome is that the S&P 500 has declined at least 20% in each of the previous four instances when the Shiller P/E surpassed 30. Wall Street simply doesn't have a good track record of supporting extreme valuations for long periods of time.\n7. History makes its presence felt\nLastly, investors can look to history as another reason to be concerned about the broader market.\nSince 1960, there have been nine bear market declines (20% or more) for the S&P 500. Following each of the previous eight bear market bottoms (i.e., not including the coronavirus crash), the S&P 500 underwent either one or two double-digit percentage declines in the subsequent 36 months. We're now 21 months removed from the March 2020 bear market low and haven't come close to a double-digit correction in the broad-market index.\nKeep in mind that if a stock market crash or correction does occur in January, it would represent a fantastic buying opportunity for long-term investors. Just be aware that crashes and corrections are the price of admission to one of the world's greatest wealth creators.","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698791824,"gmtCreate":1640528398063,"gmtModify":1640528398169,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698791824","repostId":"2193173436","repostType":4,"repost":{"id":"2193173436","pubTimestamp":1640485553,"share":"https://www.laohu8.com/m/news/2193173436?lang=&edition=full","pubTime":"2021-12-26 10:25","market":"us","language":"en","title":"2 Under-the-Radar Biotech Picks to Buy For The Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2193173436","media":"Motley Fool","summary":"These quiet biotechs are tightly focused and practically alone in their markets.","content":"<p>It can be hard to find biotechs that are investment-grade, especially when you're not interested in taking home a frothy bubbling cauldron of risk. Many early-stage companies with the highest upside potential also have the highest <i>downside</i> potential, and few are safe from competitors' efforts to make drugs that address the same conditions. And that's why it pays to know about biotechs that have succeeded in staking out a niche where they can flourish for a long time.</p>\n<p>Both companies I'll discuss today have profit margins near 30%, and neither has much in the way of debt. The pair are also highly differentiated, targeting uncommon diseases and indications that nobody else is working on. And by the looks of it, they both have staying power, so they could be ripe for a long-term hold. Join me as I analyze why.</p>\n<h2>1. Catalyst Pharmaceuticals</h2>\n<p><b>Catalyst Pharmaceuticals</b> (NASDAQ:CPRX) makes a drug called Firdapse, which treats Lambert-Eaton myasthenic syndrome (LEMS), a rare autoimmune disease that occurs in perhaps 1 in 100,000 people. With such an uncommon target market and no competitors, Catalyst is positioned to keep helping its small group of patients for years and years to come.</p>\n<p>In the last three years alone, Catalyst's quarterly revenue from Firdapse has grown by 188.8%, reaching $35.9 million in the third quarter. To prepare for the drug's eventual loss of exclusivity, the company is already developing a replacement which will be more convenient for patients while also working on an expanded approval in pediatrics. In the meanwhile, new patients are still enrolling to take the drug for the first time, and it's possible that the business might <a href=\"https://laohu8.com/S/AONE.U\">one</a> day be able to offer it to every LEMS patient in the world.</p>\n<p>Firdapse was originally licensed by Catalyst as part of a deal with <b>BioMarin Pharmaceutical</b>, which now owns a portion of the company and controls the rights to commercialize the drug outside of the U.S. As part of the terms of the collaboration, Catalyst is now eligible to try to commercialize Firdapse in Japan; it's now pursuing that by starting a small registrational study in early 2022. If it succeeds in Japan, it'll then have the chance to seek approval in other global markets according to the deal, but the process will probably take a few years.</p>\n<p>So, people who invest today will have the benefit of capturing the upside from whichever regions Firdapse can be commercialized in outside the U.S. And, assuming Catalyst continues to be the only player in the LEMS therapeutics market, it's hard to see how things could go wrong.</p>\n<h2>2. Corcept Therapeutics</h2>\n<p><b>Corcept Therapeutics</b> (NASDAQ:CORT) is, to my knowledge, the world's only profitable and publicly traded biotech focused exclusively on developing therapies targeting the hormone known as cortisol. Having such a narrow focus ensures that less-differentiated competitors are unlikely to be as skilled when attempting to develop medicines using the same cortisol-based approach, and it also guarantees that Corcept is the only game in town when specific populations of patients are seeking treatment.</p>\n<p>Corcept makes a drug called Korlym that's approved in the U.S. to treat hyperglycemia in people with endogenous Cushing's syndrome. Sales of Korlym are responsible for driving the company's $352.89 million in trailing revenue, not to mention its rising quarterly free cash flow (FCF), which has grown by 107.2% over the last three years.</p>\n<p>It's also developing a next-gen therapy for the same purpose called relacorilant, which is currently in phase 3 trials. If it's approved, relacorilant will mitigate the looming risk of generics stealing market share from Korlym, which is important given that several manufacturers are in the process of developing their own versions of the drug.</p>\n<p>The company believes that cortisol-based medicines could also be useful in treating a slew of other conditions, including ovarian cancer, prostate cancer, obesity, hypertension, and even alcohol dependence.</p>\n<p>In the long term, progress in its therapy projects in these indications could drive colossal returns for people who buy the stock now. Until then, Corcept will be sustained by its profitable sales of Korlym, which in turn massively reduces the risk that investors will be taking on. Even if Corcept will never be a household name, it'll be making money and investing for the future for years to come -- and if competitors ever come knocking, they'll be fighting on its home turf.</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>2 Under-the-Radar Biotech Picks to Buy For The Long Haul</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\">\n2 Under-the-Radar Biotech Picks to Buy For The Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/2-under-the-radar-biotech-picks-buy-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It can be hard to find biotechs that are investment-grade, especially when you're not interested in taking home a frothy bubbling cauldron of risk. Many early-stage companies with the highest upside ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/2-under-the-radar-biotech-picks-buy-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","CORT":"Corcept医疗","BK4007":"制药","FCF":"第一联邦金融","BK4532":"文艺复兴科技持仓","CPRX":"Catalyst Pharmaceutical Partners","BK4139":"生物科技"},"source_url":"https://www.fool.com/investing/2021/12/24/2-under-the-radar-biotech-picks-buy-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193173436","content_text":"It can be hard to find biotechs that are investment-grade, especially when you're not interested in taking home a frothy bubbling cauldron of risk. Many early-stage companies with the highest upside potential also have the highest downside potential, and few are safe from competitors' efforts to make drugs that address the same conditions. And that's why it pays to know about biotechs that have succeeded in staking out a niche where they can flourish for a long time.\nBoth companies I'll discuss today have profit margins near 30%, and neither has much in the way of debt. The pair are also highly differentiated, targeting uncommon diseases and indications that nobody else is working on. And by the looks of it, they both have staying power, so they could be ripe for a long-term hold. Join me as I analyze why.\n1. Catalyst Pharmaceuticals\nCatalyst Pharmaceuticals (NASDAQ:CPRX) makes a drug called Firdapse, which treats Lambert-Eaton myasthenic syndrome (LEMS), a rare autoimmune disease that occurs in perhaps 1 in 100,000 people. With such an uncommon target market and no competitors, Catalyst is positioned to keep helping its small group of patients for years and years to come.\nIn the last three years alone, Catalyst's quarterly revenue from Firdapse has grown by 188.8%, reaching $35.9 million in the third quarter. To prepare for the drug's eventual loss of exclusivity, the company is already developing a replacement which will be more convenient for patients while also working on an expanded approval in pediatrics. In the meanwhile, new patients are still enrolling to take the drug for the first time, and it's possible that the business might one day be able to offer it to every LEMS patient in the world.\nFirdapse was originally licensed by Catalyst as part of a deal with BioMarin Pharmaceutical, which now owns a portion of the company and controls the rights to commercialize the drug outside of the U.S. As part of the terms of the collaboration, Catalyst is now eligible to try to commercialize Firdapse in Japan; it's now pursuing that by starting a small registrational study in early 2022. If it succeeds in Japan, it'll then have the chance to seek approval in other global markets according to the deal, but the process will probably take a few years.\nSo, people who invest today will have the benefit of capturing the upside from whichever regions Firdapse can be commercialized in outside the U.S. And, assuming Catalyst continues to be the only player in the LEMS therapeutics market, it's hard to see how things could go wrong.\n2. Corcept Therapeutics\nCorcept Therapeutics (NASDAQ:CORT) is, to my knowledge, the world's only profitable and publicly traded biotech focused exclusively on developing therapies targeting the hormone known as cortisol. Having such a narrow focus ensures that less-differentiated competitors are unlikely to be as skilled when attempting to develop medicines using the same cortisol-based approach, and it also guarantees that Corcept is the only game in town when specific populations of patients are seeking treatment.\nCorcept makes a drug called Korlym that's approved in the U.S. to treat hyperglycemia in people with endogenous Cushing's syndrome. Sales of Korlym are responsible for driving the company's $352.89 million in trailing revenue, not to mention its rising quarterly free cash flow (FCF), which has grown by 107.2% over the last three years.\nIt's also developing a next-gen therapy for the same purpose called relacorilant, which is currently in phase 3 trials. If it's approved, relacorilant will mitigate the looming risk of generics stealing market share from Korlym, which is important given that several manufacturers are in the process of developing their own versions of the drug.\nThe company believes that cortisol-based medicines could also be useful in treating a slew of other conditions, including ovarian cancer, prostate cancer, obesity, hypertension, and even alcohol dependence.\nIn the long term, progress in its therapy projects in these indications could drive colossal returns for people who buy the stock now. Until then, Corcept will be sustained by its profitable sales of Korlym, which in turn massively reduces the risk that investors will be taking on. Even if Corcept will never be a household name, it'll be making money and investing for the future for years to come -- and if competitors ever come knocking, they'll be fighting on its home turf.","news_type":1},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698162232,"gmtCreate":1640320567080,"gmtModify":1640320567158,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698162232","repostId":"1170032312","repostType":4,"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698336926,"gmtCreate":1640302978422,"gmtModify":1640302978595,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698336926","repostId":"1162607841","repostType":2,"repost":{"id":"1162607841","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":1640301191,"share":"https://www.laohu8.com/m/news/1162607841?lang=&edition=full","pubTime":"2021-12-24 07:13","market":"us","language":"en","title":"Nikola shares continue to surged 4% in extended trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162607841","media":"Tiger Newspress","summary":"Nikola shares continue to surged 4% in extended trading after soaring nearly 18% on Thursday aimed t","content":"<p>Nikola shares continue to surged 4% in extended trading&nbsp;after soaring nearly 18% on&nbsp;Thursday&nbsp;aimed the electric-truck maker posted a photograph of its first customer delivery and promised “more to come” on social-media platform&nbsp;Twitter. </p>\n<p><img src=\"https://static.tigerbbs.com/b56a4a77874931abd4b149817912758a\" tg-width=\"842\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nikola shares continue to surged 4% in extended 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\">\nNikola shares continue to surged 4% in extended 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\">2021-12-24 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nikola shares continue to surged 4% in extended trading&nbsp;after soaring nearly 18% on&nbsp;Thursday&nbsp;aimed the electric-truck maker posted a photograph of its first customer delivery and promised “more to come” on social-media platform&nbsp;Twitter. </p>\n<p><img src=\"https://static.tigerbbs.com/b56a4a77874931abd4b149817912758a\" tg-width=\"842\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKLA":"Nikola Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162607841","content_text":"Nikola shares continue to surged 4% in extended trading after soaring nearly 18% on Thursday aimed the electric-truck maker posted a photograph of its first customer delivery and promised “more to come” on social-media platform Twitter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698398356,"gmtCreate":1640301419398,"gmtModify":1640301419530,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698398356","repostId":"1162607841","repostType":4,"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691961837,"gmtCreate":1640127135947,"gmtModify":1640127135947,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102601568648950","idStr":"4102601568648950"},"themes":[],"htmlText":"Added in my watchlist","listText":"Added in my watchlist","text":"Added in my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691961837","repostId":"2192035909","repostType":2,"repost":{"id":"2192035909","pubTimestamp":1639886839,"share":"https://www.laohu8.com/m/news/2192035909?lang=&edition=full","pubTime":"2021-12-19 12:07","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2192035909","media":"Motley Fool","summary":"These companies could eclipse the iPhone maker's market cap in the long run.","content":"<p><a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b></a> is currently the world's most valuable&nbsp;company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.</p>\n<p>The tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.</p>\n<p>As such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>, <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a>, and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a> could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.</p>\n<p>1. <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a></p>\n<p>Nvidia has a market cap&nbsp;of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/014d345dc7df797b4ee5e9f0e2288910\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NVDA data by YCharts</p>\n<p>Nvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.</p>\n<p>The company has generated&nbsp;$19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.</p>\n<p>Nvidia absolutely dominates these two markets. The company has an 83% share&nbsp;of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a&nbsp;year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.</p>\n<p>The use of GPUs as data-center accelerators is increasing&nbsp;at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase&nbsp;at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate&nbsp;of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.</p>\n<p>2. <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a></p>\n<p>Apple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost&nbsp;the tech giant $6 billion in revenue. ASML is <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.</p>\n<p>This is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.</p>\n<p><img src=\"https://static.tigerbbs.com/6aab71d6833e529191334d42cac0289f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>It won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased&nbsp;to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.</p>\n<p>The Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.</p>\n<p>Venture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected&nbsp;to grow at almost 30% a year for the next five years, which is double Apple's projected growth.</p>\n<p>ASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate&nbsp;$1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.</p>\n<p>3. <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a></p>\n<p>Amazon is yet another stock that has easily outpaced Apple's gains in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/e823ea95df1ad4c8e9cc5d870dc478b7\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>Amazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap&nbsp;of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected&nbsp;to increase at a compound annual growth rate of 36%.</p>\n<p>Again, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds&nbsp;a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market&nbsp;at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.</p>\n<p>Amazon's AWS revenue had jumped&nbsp;39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue&nbsp;of $458 billion.</p>\n<p>As such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Apple by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4559":"巴菲特持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4566":"资本集团","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192035909","content_text":"Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.\nThe tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.\nAs such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of Nvidia , ASML Holding , and Amazon  could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.\n1. Nvidia \nNvidia has a market cap of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.\n\nNVDA data by YCharts\nNvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.\nThe company has generated $19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.\nNvidia absolutely dominates these two markets. The company has an 83% share of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.\nThe use of GPUs as data-center accelerators is increasing at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.\n2. ASML Holding \nApple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost the tech giant $6 billion in revenue. ASML is one company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.\nThis is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.\n\nAAPL data by YCharts\nIt won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.\nThe Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.\nVenture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected to grow at almost 30% a year for the next five years, which is double Apple's projected growth.\nASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate $1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.\n3. Amazon \nAmazon is yet another stock that has easily outpaced Apple's gains in the past decade.\n\nAAPL data by YCharts\nAmazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected to increase at a compound annual growth rate of 36%.\nAgain, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.\nAmazon's AWS revenue had jumped 39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue of $458 billion.\nAs such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. 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will repeat itself","listText":"History will repeat itself","text":"History will repeat itself","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696133815","repostId":"1142783552","repostType":4,"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696980440,"gmtCreate":1640598238422,"gmtModify":1640598238541,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102601568648950","authorIdStr":"4102601568648950"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696980440","repostId":"1112647100","repostType":4,"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630610492,"gmtCreate":1642811960434,"gmtModify":1642811961391,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102601568648950","authorIdStr":"4102601568648950"},"themes":[],"htmlText":"Good Analysis","listText":"Good Analysis","text":"Good Analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630610492","repostId":"1195016165","repostType":2,"repost":{"id":"1195016165","pubTimestamp":1642482800,"share":"https://www.laohu8.com/m/news/1195016165?lang=&edition=full","pubTime":"2022-01-18 13:13","market":"us","language":"zh","title":"腾讯减持后市值跌破千亿美元，SEA不行了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1195016165","media":"极客公园","summary":"腾讯减持不是问题，亏损才是Sea最大的隐忧。腾讯宣布减持后的两个星期里，Sea 的股价从 225 美元下跌了近 30%，截至 1 月 14 日美股收盘，最新的股价为 175 美元，市值已经跌破千亿美元","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/00700\">腾讯</a>减持不是问题，亏损才是Sea最大的隐忧。</blockquote><p>腾讯宣布减持后的两个星期里，Sea 的股价从 225 美元下跌了近 30%，截至 1 月 14 日美股收盘，最新的股价为 175 美元，市值已经跌破千亿美元大关。</p><p>就在今年 10 月，Sea 的股价刚刚达到 372 美元高点，市值也一度突破 2000 亿美元，但在 2021 年三季报发布后，Sea 开启下跌模式，加上腾讯减持带来的担忧，相比高点时，Sea 目前的股价已经下跌超过 50%。</p><p><b>作为东南亚最大的互联网公司，Sea 上市以来股价增长了 10 倍以上</b>——其中大部分是在 2020 年以后。这个从游戏起家的公司，在过去两年里通吃电商、数字支付甚至食品配送，俨然成为东南亚市场一个「腾讯+阿里+支付宝+美团」的集合体，并陆续出征南美、印度、欧洲市场。</p><p>事实上在三季报中，Sea 依然保持着此前引以为傲的增长速度，其电商平台 Shopee 的 GMV 和营收同比增速都在 100% 以上，包括还在持续扩大的亏损，看起来与此前一年半里股价暴涨时并无两样。</p><p><b>大约就连 Sea 创始人李小冬，也不明白在资本市场，到底发生了什么。</b></p><p><b>01、东南亚「腾讯+阿里+半个美团」</b></p><p>先来谈谈 Sea 这家公司。</p><p>很多人喜欢把 Sea 称作「东南亚小腾讯」，但这样的叫法其实有点落伍。和腾讯相似，早年的 Sea 靠游戏业务起家，但能在杀入东南亚的一群中美互联网巨头包围中脱颖而出，成为东南亚首个本土千亿美元互联网公司，与 2015 年以来在电商和数字支付领域的成功密不可分。</p><p><b>换句话说，今天的 Sea 在东南亚的地位，更像是「腾讯+阿里」的结合体。</b></p><p>Sea 最早脱胎于 2006 年<a href=\"https://laohu8.com/S/JMEI\">聚美优品</a>创始人陈欧创办的游戏对战平台 GG Game，李小冬（Forrest Li）接手后，于 2008 年将 GG game 改名为 Garena，并以新加坡为根基，将版图逐渐扩张至马来西亚、越南、菲律宾、泰国和印尼等地区。</p><p><b>在东南亚游戏市场，Garena几乎是踩着腾讯在中国走过的老路发展壮大。</b></p><p>2010 年，Garena 拿下拳头公司的《英雄联盟》东南亚地区代理权，这个爆款游戏成为 Garena 的流量入口。在热门游戏加持下，Garena 在 2 年后扭亏为盈，一步步发展为东南亚最大的线上游戏代理商。</p><p>靠代理赚到第一桶金后，Garena 开始结合本土化自研游戏。2017 年 12 月，Garena 自研的「吃鸡」手游《Free Fire》上线，成为其自研的一个爆款。</p><p>《Free Fire》虽然画质渣，山寨感浓郁，但东南亚网速慢手机配置较低，低画质能让游戏运行更顺畅。Garena 还走地推路线，与当地网吧进行深度合作，通过线下渠道抓住基层用户。通过一连串本土化的运作，《Free Fire》打败了席卷全球市场的中国吃鸡手游开发商们，也让 Garena 坐稳东南亚游戏霸主的位置。</p><p><b>在游戏业务逐渐稳定之后，2015 年，Garena 推出了电商平台 Shopee，开始进军电商领域。</b>最初 Garena 进军电商的前景并不被外界看好，在其进入前，阿里投资的 Lazada 和<a href=\"https://laohu8.com/S/JD\">京东</a>投资的 Tokopedia 是东南亚电商市场的主导者。</p><p>但凭借本土化、社交化、移动化的运营策略，Shopee 出乎意料地把这些昔日电商霸主一一拉下王座。过去几年，Shopee 的 GMV 和订单数均取得三位数的同比增长，在东南亚的主要市场均占据首位。</p><p><b>以电商和游戏这两个重要场景为基石，Garena 还顺势进入数字金融领域。</b>2014 年，Sea 推出 AirPay 支付服务，用户数随着 Garena 和 Shopee 的发展快速增长，最近一次财报披露的 2021 年三季度，AirPay 的季度活跃用户数达到 3930 万，是 2020 年第一季度的 4 倍之多。</p><p><img src=\"https://static.tigerbbs.com/35217b7bbe54be13d52730343abc600d\" tg-width=\"1080\" tg-height=\"828\" referrerpolicy=\"no-referrer\"/></p><p>随着《Free Fire》等自研游戏的成功，加上 Shopee 的发展，Sea 的营收从 2018 年开始快速增长。如上图所示，2016 年和 2017 年，Sea 的营收只有约 4 亿美元，年增幅也不到 20%，从 2018 年开始，此后三年 Sea 的营收增幅都达到 100% 甚至更多，其中电商收入的占比也从 2017 年的不足 10%，增长到目前占比超过 50%。</p><p>电商和支付业务的重要性不断提升，Garena 这个游戏平台的名字逐渐不足以定义其全部的业务。2017 年 5 月，完成上市前的最后一轮 5.5 亿美元融资的同时，Garena 宣布改名为 Sea，新名字其实就是东南亚的英文缩写（SouthEast Asia）。</p><p><b>尝到跨界发展的甜头之后，最近几年，Sea 还在持续扩张自己的业务边界。</b></p><p>其一是进入外卖和即时配送这条领域，成为东南亚地区的小「美团」。2020 年 4 月，Shopee 在印度尼西亚推出了食品配送服务 Shopee Food；8 月，在收购越南河内一家食品配送公司 Foody Corporation 之后，该服务也在越南上线。在今年 1 月上线的 Shopee Food 广告展示中，Shopee Food 与 Shopee 的应用程序是分开的——未来将有一款新的 app 覆盖东南亚的外卖配送市场。</p><p>其二是以数字支付为起点，进军数字金融领域。2020 年 12 月，Sea 拿到了新加坡金融管理局颁发的数字银行牌照，与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、蚂蚁等「外国」巨头站上了相同的牌桌。</p><p>在经济高速发展、被认为是下一个中国的东南亚市场，一个看起来是「腾讯+阿里+美团」，或者说是「Amazon+Valve+DoorDash」的互联网故事正在展开。尽管目前还只是个雏形，但足以让尝过中美互联网甜头的投资人疯狂。</p><p>这样的背景下，腾讯的突然减持，给 Sea 的前景画上了一抹阴影。</p><p><b>02、股价暴跌，腾讯减持，Sea 怎么了？</b></p><p>1 月 4 日，腾讯公告称减持 Sea 套现 32 亿美元，消息传出后，Sea 股价连续多日跳水，两个星期里从腾讯减持前的 220 美元下降至 175 美元，降幅约 20%。</p><p>和合首创（香港）执行董事陈达是 Sea 的股票持有人之一，他告诉极客公园，腾讯减持 Sea 不是因为后者前景出现问题，更多是把公司的决策权还给创始人李小冬为首的 Sea 管理层。<b>「我依然看好 Sea 的发展，会继续持有 Sea 的股票。」</b></p><p>陈达认为 Sea 股价下跌更多是由于此前暴涨后的正常回调。腾讯的减持只是放大了一部分投资者的恐惧情绪，<b>而从减持行为本身的意义来看，陈达认为对 Sea 来说其实不是一件坏事。</b></p><p>Sea 于 2017 年 10 月在纽交所 IPO 上市，是东南亚首家在美上市的互联网公司。Sea 上市时的发行价只有 15 美元，此后几年股价一路走高，2021 年 10 月的高点时一度达到 372 美元，比发行价高了近 25 倍，总市值也逼近 2000 亿美元，与最高时的美团、京东、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>相当。</p><p>但在达到高点后，最近 3 个月 Sea 却开启暴跌模式，从 372 美元的高点降至目前约 175 美元，跌幅超过 50%。</p><p>Sea 本来就处于股价动荡的时期，腾讯又是 Sea 最重要的投资者，其减持进一步加大了其他投资者的担忧。腾讯从 2010 年就开始投资 Sea 的前身 Garena，并在此后不断增资，截至 2017 年上市前，腾讯持有 Sea 将近 40% 的股权，是公司最大的股东。</p><p><b>但值得注意的是，腾讯减持 Sea 和京东有本质的不同。</b>首先，与腾讯减持京东大部分股权，只保留了很少的比例不同，腾讯持有 Sea 的股权仅从 21.3% 降低至 18.7%，且承诺未来至少六个月内不再次减持。</p><p>此外，腾讯除了持有 sea 的 A 类普通股，还持有拥有超级投票权的 B 类股。在减持前，腾讯拥有 22.9% 的股权和 23.3% 的投票权，是创始人李小冬（25.1% 股权和 37.7% 投票权）之外对公司决策影响最大的股东。</p><p>而在这轮减持中，腾讯把所有 B 类股都交易给李小冬，后者成为 B 类股份唯一持有人。腾讯对 Sea 的投票权将降低至 10% 以下，李小冬的投票权从 38% 增长至 50% 以上。</p><p>就像腾讯表述的其一直以来的投资逻辑∶「投资处于发展阶段的公司，这样被投资的公司可受益于腾讯带来的长期资本，为其发展及扩张提供便利，支持及分享被投公司的增长，并在被投公司可为其未来计划自行筹集资金的时候退出。」</p><p>陈达也认为，把更多投票权让渡给创始人对公司的成长来说是一件好事。「创始人公司会有非常鲜明的个人属性和色彩，有核心指挥，各方面比较容易协调，一般而言也更加有动力，没有创始人想要给腾讯打工。」</p><p>另外，减持释放的「与腾讯减少关系」的信号，可以让 Sea 在国际市场动作时阻碍更小。<a href=\"https://laohu8.com/S/C\">花旗</a>分析师指出，在对 Sea 更低的投票权控制下，腾讯游戏团队在全球市场直接发布游戏时能减少潜在的冲突。</p><p><b>03、真正的问题</b></p><p>尽管腾讯的减持并不是 Sea 真正的问题，但 Sea 也确实面临一定的困境，这也是为什么在腾讯减持前，Sea 的股价已经在 2 个月里从高点回调了近 35%。</p><p><b>Sea 的回调开始于三季报发布前后，看似无休止的亏损是投资者最担忧的部分。</b></p><p>2021 年三季度，Sea 的收入同比增长了 122%，达到 27 亿美元，比预期高出 2.4 亿美元。但是，公司的净亏损也同步扩大到了 5.71 亿美元，每股亏损达到 0.84 美元。</p><p>Sea 的 56% 收入来自电商业务，三季度营收为 15 亿美元，增长 134%。从增速来看，电子商务业务的增速已经逐月下滑至 134% 左右。与此同时，Shopee 的亏损却还在继续扩大，其第三季度每笔订单的调整损失率为 0.41 美元，<b>环比同比都没有明显的改善。</b></p><p>此外，作为现金牛的游戏部门也触及天花板。2021 年三季报披露，游戏流水在三季度下滑严重，活跃用户更环比零增长。归根结底，做出《Free Fire》这款堪比 Sea 版《王者荣耀》的游戏之后，Sea 的游戏部门始终没有找到新的增长点，这导致 Sea 在东南亚游戏市场的份额逐渐被其他对手侵蚀。</p><p>对于亏损的电商业务，李小冬仍然坚持要持续加大投入，他曾说过：「在公司内部，我们不认为这是亏损，因为这是个尚未成熟的事业。就这类高速成长的业务而言……你必须先灌注资金，否则不会成功，对电子商务来说，规模至关重要。」</p><p>虽然成为了东南亚电商老大，但 Shopee 的竞争对手依然实力强劲。背靠阿里的 Lazada 不容小觑。同时，在该地区最大的经济体印度尼西亚，超级应用 Gojek 和电子商务巨头 Tokopedia 于 5 月合并成立了 GoTo Group，而另一家电子商务集团 Bukalapak 本月早些时候，在当地交易所进行了印度尼西亚有史以来规模最大的 IPO。</p><p>烧钱不会停，Shopee 继续向外探寻市场，也有更多挑战等待着它。在南美市场，Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> 的最新数据显示，Shopee 的 App 月活和下载量在巴西市场反超当地龙头 Mercadolibre，增长势头还在延续。另外，在巴西市场，快时尚跨境电商 Shein 去年营收接近 100 亿美元（约合 653 亿人民币），这是该公司连续第八年营收实现超过 100% 的增长，Shopee 还要考虑服装垂直业务对电商的巨大冲击。</p><p>金融支付业务现阶段还处于早期推广阶段，SeaMoney 为公司产生的营收贡献还无法体现。但从最新的财报中可以看出，Sea 对数字金融业务投入却在增加。2020 年第四季度，SeaMoney 的市场营销费用从 2019 年第四季度的 3880 万美元增长至 1.524 亿美元，增长了 292.4％，主要就是为了加大钱包服务的推广。</p><p><b>尽管面临亏损、竞争等一系列问题，股价也跌入 2021 年以来的低谷，但其实看好 Sea 的分析师也不在少数。</b>根据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经分析师一致性分析，Sea 目前的推荐评级为 1.5，介于买入（2）和强力买入（1）之间，25 位分析师给出的平均目标价为 377 美元，是 Sea 目前股价的 2 倍以上。</p><p>不论是腾讯的减持，还是居高不下的亏损，都不会是 Sea 的末日。只要 Sea 依然维持着目前每年平均 100% 以上的增长速度，愿意为这个东南亚「腾讯+阿里」的新故事买单的人，依然能从新加坡排到几千公里外的硅谷。</p></body></html>","source":"jkgy","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>腾讯减持后市值跌破千亿美元，SEA不行了吗？</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 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class=\"title\">\n腾讯减持后市值跌破千亿美元，SEA不行了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 13:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dpZQt17QIrUWk3V3nn1zBg><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯减持不是问题，亏损才是Sea最大的隐忧。腾讯宣布减持后的两个星期里，Sea 的股价从 225 美元下跌了近 30%，截至 1 月 14 日美股收盘，最新的股价为 175 美元，市值已经跌破千亿美元大关。就在今年 10 月，Sea 的股价刚刚达到 372 美元高点，市值也一度突破 2000 亿美元，但在 2021 年三季报发布后，Sea 开启下跌模式，加上腾讯减持带来的担忧，相比高点时，Sea ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dpZQt17QIrUWk3V3nn1zBg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c132b8db02d082fec3c27ad63be766c","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","00700":"腾讯控股","BK4077":"互动媒体与服务","SE":"Sea Ltd","BK1531":"手游股","BK1095":"互动媒体与服务","TCEHY":"腾讯控股ADR","BK1608":"元宇宙概念","BK1502":"双十一","BK1517":"云办公","BK1526":"科网股","BK1591":"就地过年概念","BK1589":"北水核心资产"},"source_url":"https://mp.weixin.qq.com/s/dpZQt17QIrUWk3V3nn1zBg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195016165","content_text":"腾讯减持不是问题，亏损才是Sea最大的隐忧。腾讯宣布减持后的两个星期里，Sea 的股价从 225 美元下跌了近 30%，截至 1 月 14 日美股收盘，最新的股价为 175 美元，市值已经跌破千亿美元大关。就在今年 10 月，Sea 的股价刚刚达到 372 美元高点，市值也一度突破 2000 亿美元，但在 2021 年三季报发布后，Sea 开启下跌模式，加上腾讯减持带来的担忧，相比高点时，Sea 目前的股价已经下跌超过 50%。作为东南亚最大的互联网公司，Sea 上市以来股价增长了 10 倍以上——其中大部分是在 2020 年以后。这个从游戏起家的公司，在过去两年里通吃电商、数字支付甚至食品配送，俨然成为东南亚市场一个「腾讯+阿里+支付宝+美团」的集合体，并陆续出征南美、印度、欧洲市场。事实上在三季报中，Sea 依然保持着此前引以为傲的增长速度，其电商平台 Shopee 的 GMV 和营收同比增速都在 100% 以上，包括还在持续扩大的亏损，看起来与此前一年半里股价暴涨时并无两样。大约就连 Sea 创始人李小冬，也不明白在资本市场，到底发生了什么。01、东南亚「腾讯+阿里+半个美团」先来谈谈 Sea 这家公司。很多人喜欢把 Sea 称作「东南亚小腾讯」，但这样的叫法其实有点落伍。和腾讯相似，早年的 Sea 靠游戏业务起家，但能在杀入东南亚的一群中美互联网巨头包围中脱颖而出，成为东南亚首个本土千亿美元互联网公司，与 2015 年以来在电商和数字支付领域的成功密不可分。换句话说，今天的 Sea 在东南亚的地位，更像是「腾讯+阿里」的结合体。Sea 最早脱胎于 2006 年聚美优品创始人陈欧创办的游戏对战平台 GG Game，李小冬（Forrest Li）接手后，于 2008 年将 GG game 改名为 Garena，并以新加坡为根基，将版图逐渐扩张至马来西亚、越南、菲律宾、泰国和印尼等地区。在东南亚游戏市场，Garena几乎是踩着腾讯在中国走过的老路发展壮大。2010 年，Garena 拿下拳头公司的《英雄联盟》东南亚地区代理权，这个爆款游戏成为 Garena 的流量入口。在热门游戏加持下，Garena 在 2 年后扭亏为盈，一步步发展为东南亚最大的线上游戏代理商。靠代理赚到第一桶金后，Garena 开始结合本土化自研游戏。2017 年 12 月，Garena 自研的「吃鸡」手游《Free Fire》上线，成为其自研的一个爆款。《Free Fire》虽然画质渣，山寨感浓郁，但东南亚网速慢手机配置较低，低画质能让游戏运行更顺畅。Garena 还走地推路线，与当地网吧进行深度合作，通过线下渠道抓住基层用户。通过一连串本土化的运作，《Free Fire》打败了席卷全球市场的中国吃鸡手游开发商们，也让 Garena 坐稳东南亚游戏霸主的位置。在游戏业务逐渐稳定之后，2015 年，Garena 推出了电商平台 Shopee，开始进军电商领域。最初 Garena 进军电商的前景并不被外界看好，在其进入前，阿里投资的 Lazada 和京东投资的 Tokopedia 是东南亚电商市场的主导者。但凭借本土化、社交化、移动化的运营策略，Shopee 出乎意料地把这些昔日电商霸主一一拉下王座。过去几年，Shopee 的 GMV 和订单数均取得三位数的同比增长，在东南亚的主要市场均占据首位。以电商和游戏这两个重要场景为基石，Garena 还顺势进入数字金融领域。2014 年，Sea 推出 AirPay 支付服务，用户数随着 Garena 和 Shopee 的发展快速增长，最近一次财报披露的 2021 年三季度，AirPay 的季度活跃用户数达到 3930 万，是 2020 年第一季度的 4 倍之多。随着《Free Fire》等自研游戏的成功，加上 Shopee 的发展，Sea 的营收从 2018 年开始快速增长。如上图所示，2016 年和 2017 年，Sea 的营收只有约 4 亿美元，年增幅也不到 20%，从 2018 年开始，此后三年 Sea 的营收增幅都达到 100% 甚至更多，其中电商收入的占比也从 2017 年的不足 10%，增长到目前占比超过 50%。电商和支付业务的重要性不断提升，Garena 这个游戏平台的名字逐渐不足以定义其全部的业务。2017 年 5 月，完成上市前的最后一轮 5.5 亿美元融资的同时，Garena 宣布改名为 Sea，新名字其实就是东南亚的英文缩写（SouthEast Asia）。尝到跨界发展的甜头之后，最近几年，Sea 还在持续扩张自己的业务边界。其一是进入外卖和即时配送这条领域，成为东南亚地区的小「美团」。2020 年 4 月，Shopee 在印度尼西亚推出了食品配送服务 Shopee Food；8 月，在收购越南河内一家食品配送公司 Foody Corporation 之后，该服务也在越南上线。在今年 1 月上线的 Shopee Food 广告展示中，Shopee Food 与 Shopee 的应用程序是分开的——未来将有一款新的 app 覆盖东南亚的外卖配送市场。其二是以数字支付为起点，进军数字金融领域。2020 年 12 月，Sea 拿到了新加坡金融管理局颁发的数字银行牌照，与谷歌、蚂蚁等「外国」巨头站上了相同的牌桌。在经济高速发展、被认为是下一个中国的东南亚市场，一个看起来是「腾讯+阿里+美团」，或者说是「Amazon+Valve+DoorDash」的互联网故事正在展开。尽管目前还只是个雏形，但足以让尝过中美互联网甜头的投资人疯狂。这样的背景下，腾讯的突然减持，给 Sea 的前景画上了一抹阴影。02、股价暴跌，腾讯减持，Sea 怎么了？1 月 4 日，腾讯公告称减持 Sea 套现 32 亿美元，消息传出后，Sea 股价连续多日跳水，两个星期里从腾讯减持前的 220 美元下降至 175 美元，降幅约 20%。和合首创（香港）执行董事陈达是 Sea 的股票持有人之一，他告诉极客公园，腾讯减持 Sea 不是因为后者前景出现问题，更多是把公司的决策权还给创始人李小冬为首的 Sea 管理层。「我依然看好 Sea 的发展，会继续持有 Sea 的股票。」陈达认为 Sea 股价下跌更多是由于此前暴涨后的正常回调。腾讯的减持只是放大了一部分投资者的恐惧情绪，而从减持行为本身的意义来看，陈达认为对 Sea 来说其实不是一件坏事。Sea 于 2017 年 10 月在纽交所 IPO 上市，是东南亚首家在美上市的互联网公司。Sea 上市时的发行价只有 15 美元，此后几年股价一路走高，2021 年 10 月的高点时一度达到 372 美元，比发行价高了近 25 倍，总市值也逼近 2000 亿美元，与最高时的美团、京东、拼多多相当。但在达到高点后，最近 3 个月 Sea 却开启暴跌模式，从 372 美元的高点降至目前约 175 美元，跌幅超过 50%。Sea 本来就处于股价动荡的时期，腾讯又是 Sea 最重要的投资者，其减持进一步加大了其他投资者的担忧。腾讯从 2010 年就开始投资 Sea 的前身 Garena，并在此后不断增资，截至 2017 年上市前，腾讯持有 Sea 将近 40% 的股权，是公司最大的股东。但值得注意的是，腾讯减持 Sea 和京东有本质的不同。首先，与腾讯减持京东大部分股权，只保留了很少的比例不同，腾讯持有 Sea 的股权仅从 21.3% 降低至 18.7%，且承诺未来至少六个月内不再次减持。此外，腾讯除了持有 sea 的 A 类普通股，还持有拥有超级投票权的 B 类股。在减持前，腾讯拥有 22.9% 的股权和 23.3% 的投票权，是创始人李小冬（25.1% 股权和 37.7% 投票权）之外对公司决策影响最大的股东。而在这轮减持中，腾讯把所有 B 类股都交易给李小冬，后者成为 B 类股份唯一持有人。腾讯对 Sea 的投票权将降低至 10% 以下，李小冬的投票权从 38% 增长至 50% 以上。就像腾讯表述的其一直以来的投资逻辑∶「投资处于发展阶段的公司，这样被投资的公司可受益于腾讯带来的长期资本，为其发展及扩张提供便利，支持及分享被投公司的增长，并在被投公司可为其未来计划自行筹集资金的时候退出。」陈达也认为，把更多投票权让渡给创始人对公司的成长来说是一件好事。「创始人公司会有非常鲜明的个人属性和色彩，有核心指挥，各方面比较容易协调，一般而言也更加有动力，没有创始人想要给腾讯打工。」另外，减持释放的「与腾讯减少关系」的信号，可以让 Sea 在国际市场动作时阻碍更小。花旗分析师指出，在对 Sea 更低的投票权控制下，腾讯游戏团队在全球市场直接发布游戏时能减少潜在的冲突。03、真正的问题尽管腾讯的减持并不是 Sea 真正的问题，但 Sea 也确实面临一定的困境，这也是为什么在腾讯减持前，Sea 的股价已经在 2 个月里从高点回调了近 35%。Sea 的回调开始于三季报发布前后，看似无休止的亏损是投资者最担忧的部分。2021 年三季度，Sea 的收入同比增长了 122%，达到 27 亿美元，比预期高出 2.4 亿美元。但是，公司的净亏损也同步扩大到了 5.71 亿美元，每股亏损达到 0.84 美元。Sea 的 56% 收入来自电商业务，三季度营收为 15 亿美元，增长 134%。从增速来看，电子商务业务的增速已经逐月下滑至 134% 左右。与此同时，Shopee 的亏损却还在继续扩大，其第三季度每笔订单的调整损失率为 0.41 美元，环比同比都没有明显的改善。此外，作为现金牛的游戏部门也触及天花板。2021 年三季报披露，游戏流水在三季度下滑严重，活跃用户更环比零增长。归根结底，做出《Free Fire》这款堪比 Sea 版《王者荣耀》的游戏之后，Sea 的游戏部门始终没有找到新的增长点，这导致 Sea 在东南亚游戏市场的份额逐渐被其他对手侵蚀。对于亏损的电商业务，李小冬仍然坚持要持续加大投入，他曾说过：「在公司内部，我们不认为这是亏损，因为这是个尚未成熟的事业。就这类高速成长的业务而言……你必须先灌注资金，否则不会成功，对电子商务来说，规模至关重要。」虽然成为了东南亚电商老大，但 Shopee 的竞争对手依然实力强劲。背靠阿里的 Lazada 不容小觑。同时，在该地区最大的经济体印度尼西亚，超级应用 Gojek 和电子商务巨头 Tokopedia 于 5 月合并成立了 GoTo Group，而另一家电子商务集团 Bukalapak 本月早些时候，在当地交易所进行了印度尼西亚有史以来规模最大的 IPO。烧钱不会停，Shopee 继续向外探寻市场，也有更多挑战等待着它。在南美市场，Sensor Tower 的最新数据显示，Shopee 的 App 月活和下载量在巴西市场反超当地龙头 Mercadolibre，增长势头还在延续。另外，在巴西市场，快时尚跨境电商 Shein 去年营收接近 100 亿美元（约合 653 亿人民币），这是该公司连续第八年营收实现超过 100% 的增长，Shopee 还要考虑服装垂直业务对电商的巨大冲击。金融支付业务现阶段还处于早期推广阶段，SeaMoney 为公司产生的营收贡献还无法体现。但从最新的财报中可以看出，Sea 对数字金融业务投入却在增加。2020 年第四季度，SeaMoney 的市场营销费用从 2019 年第四季度的 3880 万美元增长至 1.524 亿美元，增长了 292.4％，主要就是为了加大钱包服务的推广。尽管面临亏损、竞争等一系列问题，股价也跌入 2021 年以来的低谷，但其实看好 Sea 的分析师也不在少数。根据雅虎财经分析师一致性分析，Sea 目前的推荐评级为 1.5，介于买入（2）和强力买入（1）之间，25 位分析师给出的平均目标价为 377 美元，是 Sea 目前股价的 2 倍以上。不论是腾讯的减持，还是居高不下的亏损，都不会是 Sea 的末日。只要 Sea 依然维持着目前每年平均 100% 以上的增长速度，愿意为这个东南亚「腾讯+阿里」的新故事买单的人，依然能从新加坡排到几千公里外的硅谷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630012587,"gmtCreate":1642636057250,"gmtModify":1642636057506,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102601568648950","authorIdStr":"4102601568648950"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630012587","repostId":"2204307707","repostType":2,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698755036,"gmtCreate":1640564137724,"gmtModify":1640564137846,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102601568648950","authorIdStr":"4102601568648950"},"themes":[],"htmlText":"Good analysis","listText":"Good analysis","text":"Good analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698755036","repostId":"2193142542","repostType":2,"repost":{"id":"2193142542","pubTimestamp":1640327954,"share":"https://www.laohu8.com/m/news/2193142542?lang=&edition=full","pubTime":"2021-12-24 14:39","market":"us","language":"en","title":"Could Rivian Stock Help You Become a Millionaire?","url":"https://stock-news.laohu8.com/highlight/detail?id=2193142542","media":"Motley Fool","summary":"The EV maker operates in a competitive market.","content":"<p>The auto sector has long been <a href=\"https://laohu8.com/S/AONE.U\">one</a> with very high barriers to entry. But the transition to electric from internal combustion engine has attracted lots of new players and capital to this sector. The entry of young companies with agile operations and a focus on innovation is surely good news for car buyers. For investors, this transformation brings more opportunities, as well as risks.</p>\n<p><b>Rivian</b> (NASDAQ:RIVN) has surely managed to attract tons of attention from investors. Let's discuss if the stock can generate multibagger returns in the long run.</p>\n<h2>A solid start</h2>\n<p>Sensing market demand, several new companies are trying to build electric vehicles. However, not many companies had the kind of early success that Rivian has achieved. Making automobiles is a challenging task. Start-ups such as <b>Canoo</b>, <b>Lordstown Motors</b>, <b>Fisker</b>, and&nbsp;<b><a href=\"https://laohu8.com/S/ARVL\">Arrival</a></b>&nbsp;are yet to deliver their first vehicles.</p>\n<p>Companies may face troubles even before delivering any vehicles, as was the case with <b>Nikola </b>or Lordstown Motors. Even after deliveries, a company's products may not perform as expected, or it might not meet delivery timelines, as happened with <b>Workhorse Group</b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea2f196f28ade63070be60b78c40727b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: Rivian.</span></p>\n<p>By comparison, Rivian not only delivered first electric pickup truck ever, but also received overwhelmingly positive response from media and users for its quality. <i>MotorTrend</i>'s head of editorial, Ed Loh, describes Rivian's truck as one that \"astonishes with a quality of design, engineering, materials, and technology unmatched in trucks today.\"</p>\n<p>There's more to like about Rivian. The company has 71,000 pre-orders for its truck and SUV combined. Further, it has an initial order of 100,000 electric delivery vans from <b>Amazon</b> (NASDAQ:AMZN).</p>\n<h2>Rivian is progressing well</h2>\n<p>After a solid start, Rivian is busy preparing to deliver its pre-orders and delivery vans. It delivered its first SUV, R1S, in December, as planned. As of Dec. 15, the company has produced 652 vehicles and delivered 386 of those vehicles. That puts it behind its initial target of around 1,200 vehicles for 2021. However, such delay isn't too uncommon in the auto segment. Successful deliveries of the first few hundred vehicles add to Rivian's credibility as a company that can deliver on its plans. Rivian expects to deliver its first vans to Amazon this month.</p>\n<p>The company is expanding the annual capacity of its Normal, Illinois, facility from 150,000 to 200,000 vehicles. Moreover, it has announced its second facility near Atlanta, Georgia, with an annual capacity of 400,000 units. Rivian continues to invest in improving its battery technology and plans to make batteries in-house, in addition to sourcing from suppliers. At the same time, the company is investing in developing its own charging network. Overall, Rivian is progressing well on its plans.</p>\n<h2>Strong backing</h2>\n<p>Another key positive about Rivian is that it is backed by prominent investors. Amazon holds a roughly 20% stake in Rivian as of Sept. 30. The company first invested $700 million in Rivian in 2019 and subsequently added to its position to acquire a 20% stake. Other notable investors include <b>Ford Motor Company</b> (NYSE:F), which invested $500 million in Rivian in 2019. Ford now holds a roughly 12% stake in Rivian. T. Rowe Price Associates, <b>BlackRock</b>, <b>Third Point</b>, Fidelity Management and Research Company, Dragoneer Investment Group, and Coatue are among other notable investors in Rivian.</p>\n<h2><b>S</b>hould you buy Rivian stock now?</h2>\n<p>Rivian stock right now has a market capitalization of more than $80 billion. That's after the stock has fallen roughly 48% off its all-time high. Though initially vehicle sales will constitute the majority of Rivian's revenue, over time, the company hopes to generate revenue from services including membership and software services, financing, insurance, charging, vehicle maintenance and repair, and its resale program. From commercial customers, it expects to generate a recurring subscription fee for its fleet management platform, FleetOS.</p>\n<p>As the company expands its production, it hopes to generate economies of scale. That, along with its planned services, should help Rivian generate stronger margins compared to traditional auto companies. This expectation is behind Rivian's massive valuation.</p>\n<p>Indeed, if Rivian manages to accomplish what it is hoping, the stock's price could surge higher. However, it is too early to say how all of this will play out, and how strong will be the margins the company can realistically generate. Competition in the space also should not be overlooked, as leading players including <b>Tesla</b>, <b>General Motors</b>, and Ford will launch their own electric pickup trucks in the coming months.</p>\n<p>All in all, while Rivian looks promising, the stock's valuation doesn't look enticing. You might not lose much by waiting to see how this story evolves before jumping in.</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>Could Rivian Stock Help You Become a Millionaire?</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\">\nCould Rivian Stock Help You Become a Millionaire?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 14:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/23/could-rivian-stock-help-you-become-a-millionaire/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The auto sector has long been one with very high barriers to entry. But the transition to electric from internal combustion engine has attracted lots of new players and capital to this sector. The ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/23/could-rivian-stock-help-you-become-a-millionaire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2021/12/23/could-rivian-stock-help-you-become-a-millionaire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193142542","content_text":"The auto sector has long been one with very high barriers to entry. But the transition to electric from internal combustion engine has attracted lots of new players and capital to this sector. The entry of young companies with agile operations and a focus on innovation is surely good news for car buyers. For investors, this transformation brings more opportunities, as well as risks.\nRivian (NASDAQ:RIVN) has surely managed to attract tons of attention from investors. Let's discuss if the stock can generate multibagger returns in the long run.\nA solid start\nSensing market demand, several new companies are trying to build electric vehicles. However, not many companies had the kind of early success that Rivian has achieved. Making automobiles is a challenging task. Start-ups such as Canoo, Lordstown Motors, Fisker, and Arrival are yet to deliver their first vehicles.\nCompanies may face troubles even before delivering any vehicles, as was the case with Nikola or Lordstown Motors. Even after deliveries, a company's products may not perform as expected, or it might not meet delivery timelines, as happened with Workhorse Group.\nImage source: Rivian.\nBy comparison, Rivian not only delivered first electric pickup truck ever, but also received overwhelmingly positive response from media and users for its quality. MotorTrend's head of editorial, Ed Loh, describes Rivian's truck as one that \"astonishes with a quality of design, engineering, materials, and technology unmatched in trucks today.\"\nThere's more to like about Rivian. The company has 71,000 pre-orders for its truck and SUV combined. Further, it has an initial order of 100,000 electric delivery vans from Amazon (NASDAQ:AMZN).\nRivian is progressing well\nAfter a solid start, Rivian is busy preparing to deliver its pre-orders and delivery vans. It delivered its first SUV, R1S, in December, as planned. As of Dec. 15, the company has produced 652 vehicles and delivered 386 of those vehicles. That puts it behind its initial target of around 1,200 vehicles for 2021. However, such delay isn't too uncommon in the auto segment. Successful deliveries of the first few hundred vehicles add to Rivian's credibility as a company that can deliver on its plans. Rivian expects to deliver its first vans to Amazon this month.\nThe company is expanding the annual capacity of its Normal, Illinois, facility from 150,000 to 200,000 vehicles. Moreover, it has announced its second facility near Atlanta, Georgia, with an annual capacity of 400,000 units. Rivian continues to invest in improving its battery technology and plans to make batteries in-house, in addition to sourcing from suppliers. At the same time, the company is investing in developing its own charging network. Overall, Rivian is progressing well on its plans.\nStrong backing\nAnother key positive about Rivian is that it is backed by prominent investors. Amazon holds a roughly 20% stake in Rivian as of Sept. 30. The company first invested $700 million in Rivian in 2019 and subsequently added to its position to acquire a 20% stake. Other notable investors include Ford Motor Company (NYSE:F), which invested $500 million in Rivian in 2019. Ford now holds a roughly 12% stake in Rivian. T. Rowe Price Associates, BlackRock, Third Point, Fidelity Management and Research Company, Dragoneer Investment Group, and Coatue are among other notable investors in Rivian.\nShould you buy Rivian stock now?\nRivian stock right now has a market capitalization of more than $80 billion. That's after the stock has fallen roughly 48% off its all-time high. Though initially vehicle sales will constitute the majority of Rivian's revenue, over time, the company hopes to generate revenue from services including membership and software services, financing, insurance, charging, vehicle maintenance and repair, and its resale program. From commercial customers, it expects to generate a recurring subscription fee for its fleet management platform, FleetOS.\nAs the company expands its production, it hopes to generate economies of scale. That, along with its planned services, should help Rivian generate stronger margins compared to traditional auto companies. This expectation is behind Rivian's massive valuation.\nIndeed, if Rivian manages to accomplish what it is hoping, the stock's price could surge higher. However, it is too early to say how all of this will play out, and how strong will be the margins the company can realistically generate. Competition in the space also should not be overlooked, as leading players including Tesla, General Motors, and Ford will launch their own electric pickup trucks in the coming months.\nAll in all, while Rivian looks promising, the stock's valuation doesn't look enticing. You might not lose much by waiting to see how this story evolves before jumping in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698736818,"gmtCreate":1640532857246,"gmtModify":1640532857445,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102601568648950","authorIdStr":"4102601568648950"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698736818","repostId":"2194711211","repostType":4,"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691961837,"gmtCreate":1640127135947,"gmtModify":1640127135947,"author":{"id":"4102601568648950","authorId":"4102601568648950","name":"LHC0511","avatar":"https://static.tigerbbs.com/36137ecfd83799ae98abc1275df51d30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102601568648950","authorIdStr":"4102601568648950"},"themes":[],"htmlText":"Added in my watchlist","listText":"Added in my watchlist","text":"Added in my watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691961837","repostId":"2192035909","repostType":2,"repost":{"id":"2192035909","pubTimestamp":1639886839,"share":"https://www.laohu8.com/m/news/2192035909?lang=&edition=full","pubTime":"2021-12-19 12:07","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2192035909","media":"Motley Fool","summary":"These companies could eclipse the iPhone maker's market cap in the long run.","content":"<p><a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b></a> is currently the world's most valuable&nbsp;company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.</p>\n<p>The tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.</p>\n<p>As such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a>, <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a>, and <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a> could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.</p>\n<p>1. <a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a></p>\n<p>Nvidia has a market cap&nbsp;of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/014d345dc7df797b4ee5e9f0e2288910\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>NVDA data by YCharts</p>\n<p>Nvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.</p>\n<p>The company has generated&nbsp;$19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.</p>\n<p>Nvidia absolutely dominates these two markets. The company has an 83% share&nbsp;of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a&nbsp;year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.</p>\n<p>The use of GPUs as data-center accelerators is increasing&nbsp;at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase&nbsp;at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate&nbsp;of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.</p>\n<p>2. <a href=\"https://laohu8.com/S/ASML\"><b>ASML Holding</b> </a></p>\n<p>Apple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost&nbsp;the tech giant $6 billion in revenue. ASML is <a href=\"https://laohu8.com/S/AONE.U\">one</a> company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.</p>\n<p>This is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.</p>\n<p><img src=\"https://static.tigerbbs.com/6aab71d6833e529191334d42cac0289f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>It won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased&nbsp;to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.</p>\n<p>The Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.</p>\n<p>Venture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected&nbsp;to grow at almost 30% a year for the next five years, which is double Apple's projected growth.</p>\n<p>ASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate&nbsp;$1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.</p>\n<p>3. <a href=\"https://laohu8.com/S/AMZN\"><b>Amazon</b> </a></p>\n<p>Amazon is yet another stock that has easily outpaced Apple's gains in the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/e823ea95df1ad4c8e9cc5d870dc478b7\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>AAPL data by YCharts</p>\n<p>Amazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap&nbsp;of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected&nbsp;to increase at a compound annual growth rate of 36%.</p>\n<p>Again, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds&nbsp;a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market&nbsp;at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.</p>\n<p>Amazon's AWS revenue had jumped&nbsp;39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue&nbsp;of $458 billion.</p>\n<p>As such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Apple by 2035</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks That Could Be Worth More Than Apple by 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4559":"巴菲特持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4566":"资本集团","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2021/12/18/stocks-that-could-be-worth-more-than-apple-2035/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192035909","content_text":"Apple is currently the world's most valuable company with a market capitalization of $2.82 trillion. That isn't surprising as the tech titan is a dominant player in the smartphone market and has ancillary products and services to drive growth.\nThe tech giant generated a whopping $365.8 billion in revenue in fiscal 2021, an increase of 33% over the prior year. The fact that Apple is growing at an eye-popping pace despite being a mega-cap company is impressive, but it's not surprising as its products and services are in great demand. More importantly, Apple isn't resting on its laurels and is looking to push the envelope by seizing emerging tech trends and moving into new markets.\nAs such, Apple is pulling several strings to ensure that it remains the world's most valuable company for a long time to come. However, the likes of Nvidia , ASML Holding , and Amazon  could become more valuable than Apple by 2035, thanks to the fast-growing markets they operate in. Let's see why that may be the case.\n1. Nvidia \nNvidia has a market cap of $707 billion. It is worth noting that the graphics card specialist's market cap has grown at a much faster pace than that of Apple's in the past decade.\n\nNVDA data by YCharts\nNvidia shares have stepped on the gas since 2016. They have gone supersonic in the past couple of years as it has become clear that its graphics cards play an important role in powering several applications ranging from gaming consoles to personal computers to data centers and autonomous vehicles. The massive demand for Nvidia's graphics cards is evident from the company's recent results.\nThe company has generated $19.3 billion in revenue in the first nine months of fiscal 2022, a jump of 65% over the prior-year period. Its adjusted earnings have increased 81% in the first nine months of the year to $3.12 per share. This terrific growth has been driven by two key catalysts -- gaming and data centers.\nNvidia absolutely dominates these two markets. The company has an 83% share of discrete graphics cards that power gaming PCs, while its share of the booming data center accelerator market reportedly stood at 80.6% a year ago. The good part is that both these markets are expected to add billions of dollars of revenue in the future. The GPU (graphics processing unit) market, for instance, is expected to clock a 33% annual growth rate through 2028 and hit $246 billion in value, according to a third-party estimate.\nThe use of GPUs as data-center accelerators is increasing at 42% a year, a pace that's expected to continue through 2027. Throw in budding catalysts such as the omniverse and self-driving cars, and it is easy to see why Nvidia's earnings are expected to increase at an annual pace of close to 40% for the next five years. That's way higher than Apple's projected earnings growth rate of 15% over the same period, which further indicates why Nvidia could be a solid candidate to overtake Apple's market cap in the next 15 years.\n2. ASML Holding \nApple was unable to make enough iPhones and iPads last quarter due to supply chain constraints arising out of the global chip shortage, and that cost the tech giant $6 billion in revenue. ASML is one company that could help get more chips into the hands of Apple and others that are suffering from a lack of chips on account of the semiconductor shortage.\nThis is probably one of the reasons why ASML stock has been a top performer in 2021 and has outpaced Apple's gains by a significant margin this year.\n\nAAPL data by YCharts\nIt won't be surprising to see this trend continue as the demand for ASML's machines that help foundries make chips has gone through the roof. Net bookings for ASML's machines increased to 6.2 billion euros in the third quarter of 2021, more than double as compared to net bookings of 2.87 billion euros in the year-ago period.\nThe Dutch giant reported a 32% increase in revenue during the quarter to 5.24 billion euros. The fact that ASML's bookings increased at a faster pace than the actual revenue indicates that it can sustain its impressive top-line growth by fulfilling more of its orders and turning the backlog into actual sales. The company is on track to finish 2021 with 35% revenue growth, and Wall Street's estimates suggest that it can keep growing at such an impressive pace for a long time to come.\nVenture capital firm Air Street Capital estimates that ASML could hit $500 billion in market cap next year, which would be a huge jump over its current market cap of $311 billion. What's more, ASML's earnings are expected to grow at almost 30% a year for the next five years, which is double Apple's projected growth.\nASML seems to be in a solid position to deliver on Wall Street's forecasts as the semiconductor market is expected to generate $1 trillion in revenue by 2030, a big jump from 2018 levels of $466 billion. Foundries would need to spend more money on equipment to cater to the huge demand, and this could supercharge ASML in the long run as it is the biggest player in the market for photolithography machines.\n3. Amazon \nAmazon is yet another stock that has easily outpaced Apple's gains in the past decade.\n\nAAPL data by YCharts\nAmazon's focus on diversifying itself from a vanilla e-commerce company into a leading provider of cloud computing services, video streaming, music streaming, and on dominating the markets it operates in has helped the company grow at an eye-popping pace and hit a market cap of $1.7 trillion. This tech stock is expected to keep up its tremendous growth in the coming years, with earnings expected to increase at a compound annual growth rate of 36%.\nAgain, this is much higher than Apple's projected growth rate. That's because Amazon is on track to take advantage of several fast-growing end markets. For instance, the company's Amazon Web Services (AWS) cloud computing division holds a 32% share of the $150 billion cloud infrastructure market. Third-party estimates peg the size of the global cloud computing market at $927 billion by 2027, which should ensure a high pace of growth in the AWS segment.\nAmazon's AWS revenue had jumped 39% year over year in the third quarter to $16 billion, outpacing the growth in the e-commerce segments. Meanwhile, Amazon holds 40% of the U.S. e-commerce market that's expected to hit $8 trillion in revenue by 2030. All this indicates that the company's top line could jump big time in the coming years compared to its trailing-12-month revenue of $458 billion.\nAs such, Amazon stock could continue to be a better growth pick than Apple in the next decade and beyond. It may eventually eclipse the iPhone maker's market cap in the long run, considering its much faster pace of growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}