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2023-12-26

$亚马逊(AMZN)$ 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！

05-23

$英伟达(NVDA)$ 最后的晚餐！

01-02

君子不立于危墙之下！

抱歉，原内容已删除

05-20

这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！

Buying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016

01-16

买入看空恒指期货！最简单的办法！

2023-12-26

$苹果(AAPL)$ 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！

2023-12-26

西方刘强东？

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2023-12-26

$英伟达(NVDA)$ 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！

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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最后的晚餐！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最后的晚餐！","text":"$英伟达(NVDA)$ 最后的晚餐！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309038877270048","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"阁下刚吃完发表感慨是吗","text":"阁下刚吃完发表感慨是吗","html":"阁下刚吃完发表感慨是吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307949153055048,"gmtCreate":1716204741650,"gmtModify":1716211574739,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！","listText":"这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！","text":"这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307949153055048","repostId":"2436122764","repostType":2,"repost":{"id":"2436122764","pubTimestamp":1716195600,"share":"https://www.laohu8.com/m/news/2436122764?lang=&edition=full","pubTime":"2024-05-20 17:00","market":"us","language":"en","title":"Buying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=2436122764","media":"Motley Fool","summary":"Amazon stock has soared fivefold since 2016, but if you missed out on those gains, Sea Limited might offer another chance.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Sea Limited is a triple threat in the digital economy, operating across e-commerce, gaming, and financial services.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Its stock looks very cheap right now, following a steep decline after pandemic restrictions ended in 2021.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Sea bears some resemblance to Amazon in its earlier days, and its stock has the potential to soar in the coming years.</div>\n</li>\n</ul><div><p><strong>Amazon </strong><span>(AMZN<span> 0.58%</span>)</span> was founded in 1994 to sell products using the Internet. Since then, it has become the dominant player in the e-commerce industry. However, the company has also expanded into other areas, such as cloud computing, streaming, and digital advertising.</p><p>Shares of Amazon have climbed more than fivefold since 2016, and while e-commerce remains the company's largest source of revenue, its other businesses have played a notable role in that value creation.</p><p><strong>Sea Limited</strong> <span>(SE<span> 3.25%</span>)</span> is on a similar path to Amazon, although at a much earlier stage. E-commerce is the company's core segment, but it's also finding success in other areas of the digital economy, such as gaming and financial services.</p><p>Sea trades at about $74 per share as of this writing (valuing the company at $42.4 billion), but I think it has the potential to soar fivefold in the coming years. So, investors who missed out on Amazon might want to grab this opportunity with both hands.</p><h2>A triple threat in the digital economy</h2><p>Amazon was an early mover in e-commerce in the U.S. and Europe. Sea is based in Singapore and focuses on serving Southeast Asian markets, which are at an earlier stage in the digital transition compared to the U.S. It owns a hybrid consumer-to-consumer and business-to-consumer marketplace called Shopee, which is the source of most of its e-commerce revenue.</p><div><div></div></div><p>Like Amazon, Sea is currently focused on optimizing Shopee's logistics network (SPX Express) through automation and operational improvements to deliver products more quickly and bring down costs. During the first quarter of 2024, 70% of Shopee orders were delivered within three days, and its cost per order fell 15% across Asia. According to Amazon, faster delivery times encourage consumers to order more frequently because they grow more confident in receiving products within a predictable timeframe.</p><p>Sea's digital financial services segment is headlined by SeaMoney, and it's another important driver of Shopee's success. Not only does it offer digital bank accounts and consumer loans (including the buy now, pay later variety), but it also lends money to Shopee merchants to accelerate their growth. At the end of Q1, SeaMoney had $3.3 billion in total loans on its books, up 28.7% year over year, signaling strong demand.</p><p>Sea also owns Garena, a leading game development studio responsible for global smash-hits like <em>Free Fire</em> and <em>Call of Duty: Mobile</em>. It experienced a consistent decline in users after 2021 when pandemic-related lockdowns and social restrictions ended. But the segment stabilized throughout 2023, and in Q1 2024, Garena reported 594.7 million quarterly active users, up 21% year over year.</p><p>The strong result was driven by a 24% increase in monthly active users on Free Fire, the most downloaded mobile game in the world last quarter.</p><div><div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F777542%2Ftwo-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/777542/two-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/777542/two-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/777542/two-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Sea's growth just accelerated in a big way</h2><p>Sea is coming off a challenging couple of years. Its business lost momentum when global interest rates began to soar in 2022 because consumers suddenly found themselves with less money in their pockets. As a result, the company aggressively cut costs in 2023, placing further pressure on its revenue growth, which came in at just 4.9% for the year, a substantial deceleration from the triple-digit growth rates it delivered previously.</p><p>But Sea has opened 2024 on much better footing. Its digital entertainment segment remained a laggard with revenue shrinking 15.1% year over year despite the increase in users. However, its e-commerce business -- which is responsible for the majority of the company's total revenue -- generated solid growth of 32.9%. Sea's digital financial services segment also made a positive contribution, up 21.0%.</p><p>Overall, Sea increased total revenue 22.8% to $3.7 billion. That growth rate was more than four times faster than its 2023 growth rate.</p><p>There is one glaring reason for the strong top-line result: Sea increased its Q1 marketing spending a whopping 92.3% year over year. And despite continuing to trim all its other costs, that was enough to lift its total operating expenses 14.8% higher.</p><div><div></div></div><p>That did create a small problem, though. Sea generated net income (profit) of $162.6 million in 2023, a huge improvement over its eye-watering $1.6 billion <em>loss</em> in 2022. In other words, its cost cuts had the desired effect. But by increasing its operating expenses in Q1 2024, its bottom line sank back into the red to the tune of $23 million.</p><p>That's a tiny loss on such a large amount of revenue, and Sea has $8.6 billion in cash, equivalents, and short-term investments on hand, so it can certainly afford it. But it's something investors should monitor because it would be great to see accelerating revenue growth <em>while also</em> maintaining profitability.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"341761\" :show_benchmark_compare=\"false\" amount_change=\"2.32\" average_volume=\"7,009,610\" company_name=\"Sea Limited\" current_price=\"73.76\" daily_high=\"74.33\" daily_low=\"71.77\" default_period=\"YTD\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"74.33\" fifty_two_week_low=\"32.25\" gross_margin=\"43.40\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SE.png\" market_cap=\"$39B\" pe_ratio=\"1966.93\" percent_change=\"3.25\" symbol=\"SE\" volume=\"2,440\"></app></div><h2>Why Sea stock could soar fivefold over the long-term</h2><p>As I mentioned, Sea is valued at $42.4 billion. Based on the company's trailing-12-month revenue of $13.7 billion, its stock trades at a price-to-sales (P/S) ratio of 3.1. That's near the cheapest level since Sea became a public company in 2017, and it's substantially below its peak P/S ratio of 22.9.</p><p>That peak valuation was unsustainable, not to mention a little irrational, because it was based on the premise that Sea would continue growing its revenue at triple-digit rates (as it did from 2019 to 2021) for the long term. However, Sea doesn't have to grow that quickly for its stock to deliver a great return for investors.</p><div><div></div></div><p>If Sea can increase its annual revenue at a compound annual rate of 17.5% for the next 10 years, its top line will reach about $68.7 billion by 2034. At its current P/S ratio, that would value the company at $199.2 billion, which implies a fivefold return from here.</p><p>We know Sea's revenue growth accelerated to 22.8% in Q1, so it's already performing above the threshold. Plus, I think there is scope for its P/S ratio to tick higher if that growth continues, providing even more potential upside to the stock. Amazon's P/S ratio, for example, has <em>doubled</em> since late 2022, thanks to the company's accelerating revenue growth, so there is precedent.</p><p>Therefore, investors who missed out on buying Amazon stock in 2016 -- right before it soared fivefold -- might find a comparable opportunity in Sea right now.</p><div></div></div></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>Buying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/20/buying-magnificent-stock-74-buying-amazon-in-2016/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited is a triple threat in the digital economy, operating across e-commerce, gaming, and financial services.\n\n\n\n\n\n\n\nIts stock looks very cheap right now, following a steep decline after ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/20/buying-magnificent-stock-74-buying-amazon-in-2016/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F777542%2Ftwo-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","SE":"Sea Ltd","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund 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ACC","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0109392836.USD":"富兰克林科技股A","AMZN":"亚马逊","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2024/05/20/buying-magnificent-stock-74-buying-amazon-in-2016/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436122764","content_text":"Sea Limited is a triple threat in the digital economy, operating across e-commerce, gaming, and financial services.\n\n\n\n\n\n\n\nIts stock looks very cheap right now, following a steep decline after pandemic restrictions ended in 2021.\n\n\n\n\n\n\n\nSea bears some resemblance to Amazon in its earlier days, and its stock has the potential to soar in the coming years.\n\nAmazon (AMZN 0.58%) was founded in 1994 to sell products using the Internet. Since then, it has become the dominant player in the e-commerce industry. However, the company has also expanded into other areas, such as cloud computing, streaming, and digital advertising.Shares of Amazon have climbed more than fivefold since 2016, and while e-commerce remains the company's largest source of revenue, its other businesses have played a notable role in that value creation.Sea Limited (SE 3.25%) is on a similar path to Amazon, although at a much earlier stage. E-commerce is the company's core segment, but it's also finding success in other areas of the digital economy, such as gaming and financial services.Sea trades at about $74 per share as of this writing (valuing the company at $42.4 billion), but I think it has the potential to soar fivefold in the coming years. So, investors who missed out on Amazon might want to grab this opportunity with both hands.A triple threat in the digital economyAmazon was an early mover in e-commerce in the U.S. and Europe. Sea is based in Singapore and focuses on serving Southeast Asian markets, which are at an earlier stage in the digital transition compared to the U.S. It owns a hybrid consumer-to-consumer and business-to-consumer marketplace called Shopee, which is the source of most of its e-commerce revenue.Like Amazon, Sea is currently focused on optimizing Shopee's logistics network (SPX Express) through automation and operational improvements to deliver products more quickly and bring down costs. During the first quarter of 2024, 70% of Shopee orders were delivered within three days, and its cost per order fell 15% across Asia. According to Amazon, faster delivery times encourage consumers to order more frequently because they grow more confident in receiving products within a predictable timeframe.Sea's digital financial services segment is headlined by SeaMoney, and it's another important driver of Shopee's success. Not only does it offer digital bank accounts and consumer loans (including the buy now, pay later variety), but it also lends money to Shopee merchants to accelerate their growth. At the end of Q1, SeaMoney had $3.3 billion in total loans on its books, up 28.7% year over year, signaling strong demand.Sea also owns Garena, a leading game development studio responsible for global smash-hits like Free Fire and Call of Duty: Mobile. It experienced a consistent decline in users after 2021 when pandemic-related lockdowns and social restrictions ended. But the segment stabilized throughout 2023, and in Q1 2024, Garena reported 594.7 million quarterly active users, up 21% year over year.The strong result was driven by a 24% increase in monthly active users on Free Fire, the most downloaded mobile game in the world last quarter.Image source: Getty Images.Sea's growth just accelerated in a big waySea is coming off a challenging couple of years. Its business lost momentum when global interest rates began to soar in 2022 because consumers suddenly found themselves with less money in their pockets. As a result, the company aggressively cut costs in 2023, placing further pressure on its revenue growth, which came in at just 4.9% for the year, a substantial deceleration from the triple-digit growth rates it delivered previously.But Sea has opened 2024 on much better footing. Its digital entertainment segment remained a laggard with revenue shrinking 15.1% year over year despite the increase in users. However, its e-commerce business -- which is responsible for the majority of the company's total revenue -- generated solid growth of 32.9%. Sea's digital financial services segment also made a positive contribution, up 21.0%.Overall, Sea increased total revenue 22.8% to $3.7 billion. That growth rate was more than four times faster than its 2023 growth rate.There is one glaring reason for the strong top-line result: Sea increased its Q1 marketing spending a whopping 92.3% year over year. And despite continuing to trim all its other costs, that was enough to lift its total operating expenses 14.8% higher.That did create a small problem, though. Sea generated net income (profit) of $162.6 million in 2023, a huge improvement over its eye-watering $1.6 billion loss in 2022. In other words, its cost cuts had the desired effect. But by increasing its operating expenses in Q1 2024, its bottom line sank back into the red to the tune of $23 million.That's a tiny loss on such a large amount of revenue, and Sea has $8.6 billion in cash, equivalents, and short-term investments on hand, so it can certainly afford it. But it's something investors should monitor because it would be great to see accelerating revenue growth while also maintaining profitability.Why Sea stock could soar fivefold over the long-termAs I mentioned, Sea is valued at $42.4 billion. Based on the company's trailing-12-month revenue of $13.7 billion, its stock trades at a price-to-sales (P/S) ratio of 3.1. That's near the cheapest level since Sea became a public company in 2017, and it's substantially below its peak P/S ratio of 22.9.That peak valuation was unsustainable, not to mention a little irrational, because it was based on the premise that Sea would continue growing its revenue at triple-digit rates (as it did from 2019 to 2021) for the long term. However, Sea doesn't have to grow that quickly for its stock to deliver a great return for investors.If Sea can increase its annual revenue at a compound annual rate of 17.5% for the next 10 years, its top line will reach about $68.7 billion by 2034. At its current P/S ratio, that would value the company at $199.2 billion, which implies a fivefold return from here.We know Sea's revenue growth accelerated to 22.8% in Q1, so it's already performing above the threshold. Plus, I think there is scope for its P/S ratio to tick higher if that growth continues, providing even more potential upside to the stock. Amazon's P/S ratio, for example, has doubled since late 2022, thanks to the company's accelerating revenue growth, so there is precedent.Therefore, investors who missed out on buying Amazon stock in 2016 -- right before it soared fivefold -- might find a comparable opportunity in Sea right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263661185360024,"gmtCreate":1705406178721,"gmtModify":1705406180251,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买入看空恒指期货！最简单的办法！","listText":"买入看空恒指期货！最简单的办法！","text":"买入看空恒指期货！最简单的办法！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263661185360024","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258771071185120,"gmtCreate":1704206505186,"gmtModify":1704206506653,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"君子不立于危墙之下！","listText":"君子不立于危墙之下！","text":"君子不立于危墙之下！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/258771071185120","repostId":"1101126699","repostType":4,"repost":{"id":"1101126699","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1704205807,"share":"https://www.laohu8.com/m/news/1101126699?lang=&edition=full","pubTime":"2024-01-02 22:30","market":"us","language":"zh","title":"开盘 | 美股低开，苹果遭“看空”跌2%，热门中概股普跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1101126699","media":"老虎资讯综合","summary":"道琼斯指数开盘下跌112.07点，跌幅0.30%，报37577.47点。","content":"<html><head></head><body><p>1月2日（周二），标普500指数开盘下跌29.45点，跌幅0.62%，报4740.38点；纳斯达克综合指数开盘下跌135.53点，跌幅0.90%，报14875.82点；道琼斯指数开盘下跌112.07点，跌幅0.30%，报37577.47点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e674e48bab85d6e5ac2355542c34e80e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉小幅高开后快速转跌。2023年四季度交付量超预期，全年交付同比增长38％！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/990d1edef5416037340748decbf124b0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Rivian大跌近8%，2023年第四季度汽车交付量不及预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7141cfd8386235437179d83f119c8ccb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>苹果跌超2%。<strong>此前巴克莱下调了苹果股票的评级，并对公司前景表示担忧。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0feefc3f140ab80b18a10a4bc2fa9b95\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>阿斯麦跌超4%，部分光刻机出口许可证被撤销，阿斯麦回应称将对中国个别客户产生影响。</p><p>比特币概念股多数上涨。Marathon Digital涨超9%，Riot涨超8%，嘉楠科技涨超6%，Coinbase跌约0.6%。比特币价格近两年来首次超过4.5万美元大关。此外，1月10日，是美国证券交易委员会(SEC)针对是否批准比特币现货ETF作出正式答复的最后期限。</p><p><strong>百度跌超3%，同时，欢聚集团跌超12%。百度公告，终止与欢聚集团的股份购买协议。</strong></p><p>拼多多跌1.66%，阿里巴巴跌近3%，京东、小鹏汽车跌4%，蔚来跌近5%，理想汽车跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed93e6a93d1de7d8bdd851de8299094c\" title=\"\" tg-width=\"450\" tg-height=\"109\"/></p><p></p></body></html>","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>开盘 | 美股低开，苹果遭“看空”跌2%，热门中概股普跌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘 | 美股低开，苹果遭“看空”跌2%，热门中概股普跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-01-02 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月2日（周二），标普500指数开盘下跌29.45点，跌幅0.62%，报4740.38点；纳斯达克综合指数开盘下跌135.53点，跌幅0.90%，报14875.82点；道琼斯指数开盘下跌112.07点，跌幅0.30%，报37577.47点。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e674e48bab85d6e5ac2355542c34e80e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉小幅高开后快速转跌。2023年四季度交付量超预期，全年交付同比增长38％！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/990d1edef5416037340748decbf124b0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Rivian大跌近8%，2023年第四季度汽车交付量不及预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7141cfd8386235437179d83f119c8ccb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>苹果跌超2%。<strong>此前巴克莱下调了苹果股票的评级，并对公司前景表示担忧。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0feefc3f140ab80b18a10a4bc2fa9b95\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>阿斯麦跌超4%，部分光刻机出口许可证被撤销，阿斯麦回应称将对中国个别客户产生影响。</p><p>比特币概念股多数上涨。Marathon Digital涨超9%，Riot涨超8%，嘉楠科技涨超6%，Coinbase跌约0.6%。比特币价格近两年来首次超过4.5万美元大关。此外，1月10日，是美国证券交易委员会(SEC)针对是否批准比特币现货ETF作出正式答复的最后期限。</p><p><strong>百度跌超3%，同时，欢聚集团跌超12%。百度公告，终止与欢聚集团的股份购买协议。</strong></p><p>拼多多跌1.66%，阿里巴巴跌近3%，京东、小鹏汽车跌4%，蔚来跌近5%，理想汽车跌超7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed93e6a93d1de7d8bdd851de8299094c\" title=\"\" tg-width=\"450\" tg-height=\"109\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101126699","content_text":"1月2日（周二），标普500指数开盘下跌29.45点，跌幅0.62%，报4740.38点；纳斯达克综合指数开盘下跌135.53点，跌幅0.90%，报14875.82点；道琼斯指数开盘下跌112.07点，跌幅0.30%，报37577.47点。特斯拉小幅高开后快速转跌。2023年四季度交付量超预期，全年交付同比增长38％！Rivian大跌近8%，2023年第四季度汽车交付量不及预期。苹果跌超2%。此前巴克莱下调了苹果股票的评级，并对公司前景表示担忧。阿斯麦跌超4%，部分光刻机出口许可证被撤销，阿斯麦回应称将对中国个别客户产生影响。比特币概念股多数上涨。Marathon Digital涨超9%，Riot涨超8%，嘉楠科技涨超6%，Coinbase跌约0.6%。比特币价格近两年来首次超过4.5万美元大关。此外，1月10日，是美国证券交易委员会(SEC)针对是否批准比特币现货ETF作出正式答复的最后期限。百度跌超3%，同时，欢聚集团跌超12%。百度公告，终止与欢聚集团的股份购买协议。拼多多跌1.66%，阿里巴巴跌近3%，京东、小鹏汽车跌4%，蔚来跌近5%，理想汽车跌超7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441598501577101","authorId":"3441598501577101","name":"StevenWang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"悲观者都成了哲学家， 乐观者都成了企业家， 您这确定有家？ [龇牙]","text":"悲观者都成了哲学家， 乐观者都成了企业家， 您这确定有家？ [龇牙]","html":"悲观者都成了哲学家， 乐观者都成了企业家， 您这确定有家？ [龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256354730885272,"gmtCreate":1703605698421,"gmtModify":1703606139346,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！","text":"$亚马逊(AMZN)$ 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256354730885272","isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256353854705792,"gmtCreate":1703605483946,"gmtModify":1703606136933,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！","text":"$苹果(AAPL)$ 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256353854705792","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256352283283640,"gmtCreate":1703605101721,"gmtModify":1703606126696,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"西方刘强东？","listText":"西方刘强东？","text":"西方刘强东？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256352283283640","repostId":"1196570616","repostType":2,"repost":{"id":"1196570616","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621206744,"share":"https://www.laohu8.com/m/news/1196570616?lang=&edition=full","pubTime":"2021-05-17 07:12","market":"us","language":"zh","title":"微软董事会决定，比尔盖茨应当离开董事会","url":"https://stock-news.laohu8.com/highlight/detail?id=1196570616","media":"老虎资讯综合","summary":"5月17日讯，据道琼斯消息，微软董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明","content":"<p>5月17日讯，据道琼斯消息，<a href=\"https://laohu8.com/S/MSFT\">微软</a>董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。</p><p>据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明，宣布两人离婚。声明表示，离婚后，两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。</p><p>声明说，经过深思熟虑，两人决定终止婚姻。</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>微软董事会决定，比尔盖茨应当离开董事会</title>\n<style 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href=\"https://laohu8.com/S/MSFT\">微软</a>董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。</p><p>据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明，宣布两人离婚。声明表示，离婚后，两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。</p><p>声明说，经过深思熟虑，两人决定终止婚姻。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/979659bd61f4fd32becbe7846e437adf","relate_stocks":{"03086":"华夏纳指","MSFT":"微软","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196570616","content_text":"5月17日讯，据道琼斯消息，微软董事决定，比尔·盖茨应当离开董事会；微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。据此前报道，美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明，宣布两人离婚。声明表示，离婚后，两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。声明说，经过深思熟虑，两人决定终止婚姻。","news_type":1},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256350074605720,"gmtCreate":1703604561634,"gmtModify":1703736265327,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！","text":"$英伟达(NVDA)$ 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256350074605720","isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":256354730885272,"gmtCreate":1703605698421,"gmtModify":1703606139346,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！","text":"$亚马逊(AMZN)$ 亏损公司的股价都能站在150多，那么那些绩优公司的价格不是令人情何以堪！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256354730885272","isVote":1,"tweetType":1,"viewCount":2270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309038877270048,"gmtCreate":1716476749357,"gmtModify":1716476751794,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最后的晚餐！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 最后的晚餐！","text":"$英伟达(NVDA)$ 最后的晚餐！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/309038877270048","isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129123957688940","authorId":"4129123957688940","name":"independen23","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"阁下刚吃完发表感慨是吗","text":"阁下刚吃完发表感慨是吗","html":"阁下刚吃完发表感慨是吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258771071185120,"gmtCreate":1704206505186,"gmtModify":1704206506653,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"君子不立于危墙之下！","listText":"君子不立于危墙之下！","text":"君子不立于危墙之下！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/258771071185120","repostId":"1101126699","repostType":4,"isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441598501577101","authorId":"3441598501577101","name":"StevenWang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"悲观者都成了哲学家， 乐观者都成了企业家， 您这确定有家？ [龇牙]","text":"悲观者都成了哲学家， 乐观者都成了企业家， 您这确定有家？ [龇牙]","html":"悲观者都成了哲学家， 乐观者都成了企业家， 您这确定有家？ [龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307949153055048,"gmtCreate":1716204741650,"gmtModify":1716211574739,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！","listText":"这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！","text":"这么高的市盈率不是舌灿莲花就能够降下来的，所以不用等潮水退去才知道谁在裸泳！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307949153055048","repostId":"2436122764","repostType":2,"repost":{"id":"2436122764","pubTimestamp":1716195600,"share":"https://www.laohu8.com/m/news/2436122764?lang=&edition=full","pubTime":"2024-05-20 17:00","market":"us","language":"en","title":"Buying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=2436122764","media":"Motley Fool","summary":"Amazon stock has soared fivefold since 2016, but if you missed out on those gains, Sea Limited might offer another chance.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Sea Limited is a triple threat in the digital economy, operating across e-commerce, gaming, and financial services.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Its stock looks very cheap right now, following a steep decline after pandemic restrictions ended in 2021.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Sea bears some resemblance to Amazon in its earlier days, and its stock has the potential to soar in the coming years.</div>\n</li>\n</ul><div><p><strong>Amazon </strong><span>(AMZN<span> 0.58%</span>)</span> was founded in 1994 to sell products using the Internet. Since then, it has become the dominant player in the e-commerce industry. However, the company has also expanded into other areas, such as cloud computing, streaming, and digital advertising.</p><p>Shares of Amazon have climbed more than fivefold since 2016, and while e-commerce remains the company's largest source of revenue, its other businesses have played a notable role in that value creation.</p><p><strong>Sea Limited</strong> <span>(SE<span> 3.25%</span>)</span> is on a similar path to Amazon, although at a much earlier stage. E-commerce is the company's core segment, but it's also finding success in other areas of the digital economy, such as gaming and financial services.</p><p>Sea trades at about $74 per share as of this writing (valuing the company at $42.4 billion), but I think it has the potential to soar fivefold in the coming years. So, investors who missed out on Amazon might want to grab this opportunity with both hands.</p><h2>A triple threat in the digital economy</h2><p>Amazon was an early mover in e-commerce in the U.S. and Europe. Sea is based in Singapore and focuses on serving Southeast Asian markets, which are at an earlier stage in the digital transition compared to the U.S. It owns a hybrid consumer-to-consumer and business-to-consumer marketplace called Shopee, which is the source of most of its e-commerce revenue.</p><div><div></div></div><p>Like Amazon, Sea is currently focused on optimizing Shopee's logistics network (SPX Express) through automation and operational improvements to deliver products more quickly and bring down costs. During the first quarter of 2024, 70% of Shopee orders were delivered within three days, and its cost per order fell 15% across Asia. According to Amazon, faster delivery times encourage consumers to order more frequently because they grow more confident in receiving products within a predictable timeframe.</p><p>Sea's digital financial services segment is headlined by SeaMoney, and it's another important driver of Shopee's success. Not only does it offer digital bank accounts and consumer loans (including the buy now, pay later variety), but it also lends money to Shopee merchants to accelerate their growth. At the end of Q1, SeaMoney had $3.3 billion in total loans on its books, up 28.7% year over year, signaling strong demand.</p><p>Sea also owns Garena, a leading game development studio responsible for global smash-hits like <em>Free Fire</em> and <em>Call of Duty: Mobile</em>. It experienced a consistent decline in users after 2021 when pandemic-related lockdowns and social restrictions ended. But the segment stabilized throughout 2023, and in Q1 2024, Garena reported 594.7 million quarterly active users, up 21% year over year.</p><p>The strong result was driven by a 24% increase in monthly active users on Free Fire, the most downloaded mobile game in the world last quarter.</p><div><div></div></div><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F777542%2Ftwo-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/777542/two-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/777542/two-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/777542/two-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>Sea's growth just accelerated in a big way</h2><p>Sea is coming off a challenging couple of years. Its business lost momentum when global interest rates began to soar in 2022 because consumers suddenly found themselves with less money in their pockets. As a result, the company aggressively cut costs in 2023, placing further pressure on its revenue growth, which came in at just 4.9% for the year, a substantial deceleration from the triple-digit growth rates it delivered previously.</p><p>But Sea has opened 2024 on much better footing. Its digital entertainment segment remained a laggard with revenue shrinking 15.1% year over year despite the increase in users. However, its e-commerce business -- which is responsible for the majority of the company's total revenue -- generated solid growth of 32.9%. Sea's digital financial services segment also made a positive contribution, up 21.0%.</p><p>Overall, Sea increased total revenue 22.8% to $3.7 billion. That growth rate was more than four times faster than its 2023 growth rate.</p><p>There is one glaring reason for the strong top-line result: Sea increased its Q1 marketing spending a whopping 92.3% year over year. And despite continuing to trim all its other costs, that was enough to lift its total operating expenses 14.8% higher.</p><div><div></div></div><p>That did create a small problem, though. Sea generated net income (profit) of $162.6 million in 2023, a huge improvement over its eye-watering $1.6 billion <em>loss</em> in 2022. In other words, its cost cuts had the desired effect. But by increasing its operating expenses in Q1 2024, its bottom line sank back into the red to the tune of $23 million.</p><p>That's a tiny loss on such a large amount of revenue, and Sea has $8.6 billion in cash, equivalents, and short-term investments on hand, so it can certainly afford it. But it's something investors should monitor because it would be great to see accelerating revenue growth <em>while also</em> maintaining profitability.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"341761\" :show_benchmark_compare=\"false\" amount_change=\"2.32\" average_volume=\"7,009,610\" company_name=\"Sea Limited\" current_price=\"73.76\" daily_high=\"74.33\" daily_low=\"71.77\" default_period=\"YTD\" dividend_yield=\"N/A\" exchange=\"NYSE\" fifty_two_week_high=\"74.33\" fifty_two_week_low=\"32.25\" gross_margin=\"43.40\" logo=\"https://g.foolcdn.com/art/companylogos/mark/SE.png\" market_cap=\"$39B\" pe_ratio=\"1966.93\" percent_change=\"3.25\" symbol=\"SE\" volume=\"2,440\"></app></div><h2>Why Sea stock could soar fivefold over the long-term</h2><p>As I mentioned, Sea is valued at $42.4 billion. Based on the company's trailing-12-month revenue of $13.7 billion, its stock trades at a price-to-sales (P/S) ratio of 3.1. That's near the cheapest level since Sea became a public company in 2017, and it's substantially below its peak P/S ratio of 22.9.</p><p>That peak valuation was unsustainable, not to mention a little irrational, because it was based on the premise that Sea would continue growing its revenue at triple-digit rates (as it did from 2019 to 2021) for the long term. However, Sea doesn't have to grow that quickly for its stock to deliver a great return for investors.</p><div><div></div></div><p>If Sea can increase its annual revenue at a compound annual rate of 17.5% for the next 10 years, its top line will reach about $68.7 billion by 2034. At its current P/S ratio, that would value the company at $199.2 billion, which implies a fivefold return from here.</p><p>We know Sea's revenue growth accelerated to 22.8% in Q1, so it's already performing above the threshold. Plus, I think there is scope for its P/S ratio to tick higher if that growth continues, providing even more potential upside to the stock. Amazon's P/S ratio, for example, has <em>doubled</em> since late 2022, thanks to the company's accelerating revenue growth, so there is precedent.</p><p>Therefore, investors who missed out on buying Amazon stock in 2016 -- right before it soared fivefold -- might find a comparable opportunity in Sea right now.</p><div></div></div></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>Buying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuying This Magnificent Stock at $74 Could Be Like Buying Amazon in 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-20 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/05/20/buying-magnificent-stock-74-buying-amazon-in-2016/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sea Limited is a triple threat in the digital economy, operating across e-commerce, gaming, and financial services.\n\n\n\n\n\n\n\nIts stock looks very cheap right now, following a steep decline after ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/05/20/buying-magnificent-stock-74-buying-amazon-in-2016/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F777542%2Ftwo-friends-taking-a-break-from-shopping-to-sit-at-a-table-smiling-while-checking-one-of-their-smartphones.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","SE":"Sea Ltd","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund 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ACC","SG9999001135.SGD":"United ASEAN Fund SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0109392836.USD":"富兰克林科技股A","AMZN":"亚马逊","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2024/05/20/buying-magnificent-stock-74-buying-amazon-in-2016/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2436122764","content_text":"Sea Limited is a triple threat in the digital economy, operating across e-commerce, gaming, and financial services.\n\n\n\n\n\n\n\nIts stock looks very cheap right now, following a steep decline after pandemic restrictions ended in 2021.\n\n\n\n\n\n\n\nSea bears some resemblance to Amazon in its earlier days, and its stock has the potential to soar in the coming years.\n\nAmazon (AMZN 0.58%) was founded in 1994 to sell products using the Internet. Since then, it has become the dominant player in the e-commerce industry. However, the company has also expanded into other areas, such as cloud computing, streaming, and digital advertising.Shares of Amazon have climbed more than fivefold since 2016, and while e-commerce remains the company's largest source of revenue, its other businesses have played a notable role in that value creation.Sea Limited (SE 3.25%) is on a similar path to Amazon, although at a much earlier stage. E-commerce is the company's core segment, but it's also finding success in other areas of the digital economy, such as gaming and financial services.Sea trades at about $74 per share as of this writing (valuing the company at $42.4 billion), but I think it has the potential to soar fivefold in the coming years. So, investors who missed out on Amazon might want to grab this opportunity with both hands.A triple threat in the digital economyAmazon was an early mover in e-commerce in the U.S. and Europe. Sea is based in Singapore and focuses on serving Southeast Asian markets, which are at an earlier stage in the digital transition compared to the U.S. It owns a hybrid consumer-to-consumer and business-to-consumer marketplace called Shopee, which is the source of most of its e-commerce revenue.Like Amazon, Sea is currently focused on optimizing Shopee's logistics network (SPX Express) through automation and operational improvements to deliver products more quickly and bring down costs. During the first quarter of 2024, 70% of Shopee orders were delivered within three days, and its cost per order fell 15% across Asia. According to Amazon, faster delivery times encourage consumers to order more frequently because they grow more confident in receiving products within a predictable timeframe.Sea's digital financial services segment is headlined by SeaMoney, and it's another important driver of Shopee's success. Not only does it offer digital bank accounts and consumer loans (including the buy now, pay later variety), but it also lends money to Shopee merchants to accelerate their growth. At the end of Q1, SeaMoney had $3.3 billion in total loans on its books, up 28.7% year over year, signaling strong demand.Sea also owns Garena, a leading game development studio responsible for global smash-hits like Free Fire and Call of Duty: Mobile. It experienced a consistent decline in users after 2021 when pandemic-related lockdowns and social restrictions ended. But the segment stabilized throughout 2023, and in Q1 2024, Garena reported 594.7 million quarterly active users, up 21% year over year.The strong result was driven by a 24% increase in monthly active users on Free Fire, the most downloaded mobile game in the world last quarter.Image source: Getty Images.Sea's growth just accelerated in a big waySea is coming off a challenging couple of years. Its business lost momentum when global interest rates began to soar in 2022 because consumers suddenly found themselves with less money in their pockets. As a result, the company aggressively cut costs in 2023, placing further pressure on its revenue growth, which came in at just 4.9% for the year, a substantial deceleration from the triple-digit growth rates it delivered previously.But Sea has opened 2024 on much better footing. Its digital entertainment segment remained a laggard with revenue shrinking 15.1% year over year despite the increase in users. However, its e-commerce business -- which is responsible for the majority of the company's total revenue -- generated solid growth of 32.9%. Sea's digital financial services segment also made a positive contribution, up 21.0%.Overall, Sea increased total revenue 22.8% to $3.7 billion. That growth rate was more than four times faster than its 2023 growth rate.There is one glaring reason for the strong top-line result: Sea increased its Q1 marketing spending a whopping 92.3% year over year. And despite continuing to trim all its other costs, that was enough to lift its total operating expenses 14.8% higher.That did create a small problem, though. Sea generated net income (profit) of $162.6 million in 2023, a huge improvement over its eye-watering $1.6 billion loss in 2022. In other words, its cost cuts had the desired effect. But by increasing its operating expenses in Q1 2024, its bottom line sank back into the red to the tune of $23 million.That's a tiny loss on such a large amount of revenue, and Sea has $8.6 billion in cash, equivalents, and short-term investments on hand, so it can certainly afford it. But it's something investors should monitor because it would be great to see accelerating revenue growth while also maintaining profitability.Why Sea stock could soar fivefold over the long-termAs I mentioned, Sea is valued at $42.4 billion. Based on the company's trailing-12-month revenue of $13.7 billion, its stock trades at a price-to-sales (P/S) ratio of 3.1. That's near the cheapest level since Sea became a public company in 2017, and it's substantially below its peak P/S ratio of 22.9.That peak valuation was unsustainable, not to mention a little irrational, because it was based on the premise that Sea would continue growing its revenue at triple-digit rates (as it did from 2019 to 2021) for the long term. However, Sea doesn't have to grow that quickly for its stock to deliver a great return for investors.If Sea can increase its annual revenue at a compound annual rate of 17.5% for the next 10 years, its top line will reach about $68.7 billion by 2034. At its current P/S ratio, that would value the company at $199.2 billion, which implies a fivefold return from here.We know Sea's revenue growth accelerated to 22.8% in Q1, so it's already performing above the threshold. Plus, I think there is scope for its P/S ratio to tick higher if that growth continues, providing even more potential upside to the stock. Amazon's P/S ratio, for example, has doubled since late 2022, thanks to the company's accelerating revenue growth, so there is precedent.Therefore, investors who missed out on buying Amazon stock in 2016 -- right before it soared fivefold -- might find a comparable opportunity in Sea right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263661185360024,"gmtCreate":1705406178721,"gmtModify":1705406180251,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买入看空恒指期货！最简单的办法！","listText":"买入看空恒指期货！最简单的办法！","text":"买入看空恒指期货！最简单的办法！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263661185360024","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256353854705792,"gmtCreate":1703605483946,"gmtModify":1703606136933,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！","text":"$苹果(AAPL)$ 你能接受一部印度生产的苹果吗？如果大多数人能接受，股价则会上行！否则背其道而行！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256353854705792","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256352283283640,"gmtCreate":1703605101721,"gmtModify":1703606126696,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"西方刘强东？","listText":"西方刘强东？","text":"西方刘强东？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256352283283640","repostId":"1196570616","repostType":2,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256350074605720,"gmtCreate":1703604561634,"gmtModify":1703736265327,"author":{"id":"4165666435033410","authorId":"4165666435033410","name":"捕风捉影","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！","text":"$英伟达(NVDA)$ 第三季财报出现的股价在纳指创新高并未创新高，且对华出口存有未知数，对业绩提振前景不明！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256350074605720","isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}