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- whyskysoshywhyskysoshy
  ·2021-12-23
  💪💪💪
  382 评论
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- whyskysoshywhyskysoshy
  ·2021-10-27
  She need to readjust her portfolio, not that she wanna sell.
  Tesla bull Cathie Wood left nearly $130 million on the table by selling early
  On Monday, Tesla's market capitalization topped $1 trillion for the first time, after Hertz announce
  Tesla bull Cathie Wood left nearly $130 million on the table by selling early
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- whyskysoshywhyskysoshy
  ·2021-06-28
  $AMC Entertainment(AMC)$hodl to the moon
  413 评论
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- whyskysoshywhyskysoshy
  ·2021-03-31
  😬
  非常抱歉，此主贴已删除
  252 评论
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- whyskysoshywhyskysoshy
  ·2021-03-15
  Oo
  The tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016
  KEY POINTS While the Nasdaq broke its string of three straight weekly losses, it trailed the Dow ye
  The tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016
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- whyskysoshywhyskysoshy
  ·2021-03-08
  👀
  WSB concept stocks rose collectively
  WSB concept stocks rose collectively,Naked up 18%,GameStop up 13%,Rocket Companies up 12%,Express up
  WSB concept stocks rose collectively
  417 评论
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- whyskysoshywhyskysoshy
  ·2021-03-02
  Great ariticle, would you like to share it?
  U.S. stocks edge up at Tuesday's open; Dow up 0.13%
  (March 2) Wall Street’s main indexes opened little changed on Tuesday after a strong start to March
  U.S. stocks edge up at Tuesday's open; Dow up 0.13%
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- whyskysoshywhyskysoshy
  ·2021-02-26
  ☹️
  Bitcoin May Be Weighing on Tech Stocks Again
  “Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerN
  Bitcoin May Be Weighing on Tech Stocks Again
  147 评论
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- whyskysoshywhyskysoshy
  ·2021-02-23
  👍
  Apple: Weakness Far From Over As Yield Pressures Rise
  SummaryApple's underperformance since its stellar Q1 earnings beat highlights the optimism that was
  Apple: Weakness Far From Over As Yield Pressures Rise
  248 2
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- whyskysoshywhyskysoshy
  ·2021-02-22
  👍
  Pandemic caused $220 billion of global dividend cuts in 2020, research says
  KEY POINTS Global dividends fell sharply in 2020 due to the coronavirus pandemic, with dividends de
  Pandemic caused $220 billion of global dividend cuts in 2020, research says
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need to readjust her portfolio, not that she wanna sell.&nbsp;","listText":"She need to readjust her portfolio, not that she wanna sell.&nbsp;","text":"She need to readjust her portfolio, not that she wanna sell.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855312248","repostId":"2178402041","repostType":2,"repost":{"id":"2178402041","kind":"news","pubTimestamp":1635318360,"share":"https://www.laohu8.com/m/news/2178402041?lang=&edition=full","pubTime":"2021-10-27 15:06","market":"us","language":"en","title":"Tesla bull Cathie Wood left nearly $130 million on the table by selling early","url":"https://stock-news.laohu8.com/highlight/detail?id=2178402041","media":"Fortune","summary":"On Monday, Tesla's market capitalization topped $1 trillion for the first time, after Hertz announce","content":"<p>On Monday, Tesla's market capitalization topped $1 trillion for the first time, after Hertz announced plans to order 100,000 Tesla Sedans for its fleet.</p>\n<p>The milestone upped CEO Elon Musk’s net worth by $36.2 billion in a single day—and many Tesla bulls celebrated their good fortunes. But Cathie Wood, founder Ark Invest, the high-flying investment manager who has long championed the electric vehicle-maker, might have been a bit less enthusiastic. She sold off a big chunk of her Tesla holdings just days before.</p>\n<p>On Friday, Ark Invest and <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> sold a total of 80,354 Tesla shares—a haul estimated to be worth $73.09 million. In the late September to early October time frame, Wood's funds offloaded another 381,000 Tesla shares.</p>\n<p>Friday’s trades alone represented some $13.9 million left on the table. The shares sold in late September would have accrued another $115 million in value.</p>\n<p>Wood lost out on some potential profit by selling early, but she has seen significant gains in the time Ark has held Tesla shares. Tesla is still a significant part of the ARK Innovations ETF. <i>Bloomberg</i>, at the start of October, said the company made up 11% of the holdings, noting Ark tends to sell shares whenever that stake tops 10%.</p>\n<p>Ark, famously, has set a 2024 price target of $7,000 on Tesla shares. When Wood sells, it sometimes confuses investors.</p>\n<p>Last year, though, she explained the rationale for doing so to <i>CNBC</i>, saying, “It never lost the number <a href=\"https://laohu8.com/S/AONE.U\">one</a> position in our funds. If we had not taken profits in its ride up from $178 to $900 or nearly $1,000, it would’ve been ... maybe over 20% of the fund. That would not be wise portfolio management. We like to control our position sizes.”</p>","source":"yahoofinance","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>Tesla bull Cathie Wood left nearly $130 million on the table by selling early</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\">\nTesla bull Cathie Wood left nearly $130 million on the table by selling early\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-bull-cathie-wood-left-161900436.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On Monday, Tesla's market capitalization topped $1 trillion for the first time, after Hertz announced plans to order 100,000 Tesla Sedans for its fleet.\nThe milestone upped CEO Elon Musk’s net worth ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-bull-cathie-wood-left-161900436.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-bull-cathie-wood-left-161900436.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2178402041","content_text":"On Monday, Tesla's market capitalization topped $1 trillion for the first time, after Hertz announced plans to order 100,000 Tesla Sedans for its fleet.\nThe milestone upped CEO Elon Musk’s net worth by $36.2 billion in a single day—and many Tesla bulls celebrated their good fortunes. But Cathie Wood, founder Ark Invest, the high-flying investment manager who has long championed the electric vehicle-maker, might have been a bit less enthusiastic. She sold off a big chunk of her Tesla holdings just days before.\nOn Friday, Ark Invest and ARK Next Generation Internet ETF sold a total of 80,354 Tesla shares—a haul estimated to be worth $73.09 million. In the late September to early October time frame, Wood's funds offloaded another 381,000 Tesla shares.\nFriday’s trades alone represented some $13.9 million left on the table. The shares sold in late September would have accrued another $115 million in value.\nWood lost out on some potential profit by selling early, but she has seen significant gains in the time Ark has held Tesla shares. Tesla is still a significant part of the ARK Innovations ETF. Bloomberg, at the start of October, said the company made up 11% of the holdings, noting Ark tends to sell shares whenever that stake tops 10%.\nArk, famously, has set a 2024 price target of $7,000 on Tesla shares. When Wood sells, it sometimes confuses investors.\nLast year, though, she explained the rationale for doing so to CNBC, saying, “It never lost the number one position in our funds. If we had not taken profits in its ride up from $178 to $900 or nearly $1,000, it would’ve been ... maybe over 20% of the fund. That would not be wise portfolio management. We like to control our position sizes.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127150790,"gmtCreate":1624840705810,"gmtModify":1631889679712,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hodl to the moon","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>hodl to the moon","text":"$AMC Entertainment(AMC)$hodl to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127150790","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354713862,"gmtCreate":1617200844956,"gmtModify":1631889679717,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"😬","listText":"😬","text":"😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354713862","repostId":"2123240433","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322956489,"gmtCreate":1615769099241,"gmtModify":1703492650706,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322956489","repostId":"1161672993","repostType":4,"repost":{"id":"1161672993","kind":"news","pubTimestamp":1615769028,"share":"https://www.laohu8.com/m/news/1161672993?lang=&edition=full","pubTime":"2021-03-15 08:43","market":"us","language":"en","title":"The tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=1161672993","media":"cnbc","summary":"KEY POINTS\n\nWhile the Nasdaq broke its string of three straight weekly losses, it trailed the Dow ye","content":"<div>\n<p>KEY POINTS\n\nWhile the Nasdaq broke its string of three straight weekly losses, it trailed the Dow yet again.\nThe Dow has outperformed the Nasdaq for four consecutive weeks for the first time since ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/12/nasdaq-trails-dow-for-fourth-straight-week-longest-streak-since-2016.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>The tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016</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\">\nThe tech-heavy Nasdaq has underperformed the Dow for four straight weeks — a first since 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/12/nasdaq-trails-dow-for-fourth-straight-week-longest-streak-since-2016.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nWhile the Nasdaq broke its string of three straight weekly losses, it trailed the Dow yet again.\nThe Dow has outperformed the Nasdaq for four consecutive weeks for the first time since ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/12/nasdaq-trails-dow-for-fourth-straight-week-longest-streak-since-2016.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","AMZN":"亚马逊","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/03/12/nasdaq-trails-dow-for-fourth-straight-week-longest-streak-since-2016.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161672993","content_text":"KEY POINTS\n\nWhile the Nasdaq broke its string of three straight weekly losses, it trailed the Dow yet again.\nThe Dow has outperformed the Nasdaq for four consecutive weeks for the first time since April 2016.\nInvestors have been rotating into value stocks in sectors like energy and financials as interest rates move higher and the economy slowly reopens.\n\nInvestors are finally rotating out of tech stocks after a decade of outperformance.\nFor the fourth straight week, the tech-heavy Nasdaq Composite trailed the Dow Jones Industrial Average. It’s the longest such streak since April-May 2016, which was also the only year since 2011 that the Dow beat the Nasdaq.\nMarket experts have been predicting a tech cooldown for years and have been consistently wrong, thanks to the increasing dominance of mega-cap companies like Apple and Amazon, the frenzy around Tesla and the massive shift in spending to cloud computing.\n“It’s been years of frustration trying to get that trade right,” said Jack Ablin, who oversees $12.5 billion as chief investment officer at Cresset.\nAblin said this time feels different. Starting in the fourth quarter, his firm rolled out a new “quality dividend strategy,” moving clients out of technology and into industrials, financials, materials and energy companies. He was betting on a Democratic sweep in November, followed by a big stimulus package that would pump money into the economy, leading to inflation and higher interest rates.\nThe 10-year Treasury rose to its highest level in over a year on Friday, reaching as high as 1.642%. Rising rates give investors an incentive to shift money towards fixed income, while inflation tends to have an outsized impact on growth companies because it dampens expectations for future profits.\nMeanwhile, the $1.9 trillion coronavirus relief package that President Joe Biden signed on Thursday will send direct payments of $1,400 to most Americans, and will also expand the child tax credit and provide rental and utility assistance.\n‘Pent-up demand’\nAdd to that Biden’s pronouncement that all adults will be eligible for a Covid-19 vaccine by May 1, and the economy looks poised for a big rebound in 2021.\n“There’s pent-up demand for actually going out and doing stuff, taking vacations, going to bars and restaurants,” Ablin said. People are going to “take all that money on the sidelines and spend it,” he said.\nEven though Biden and the Democratic Congress are focused on expanding green energy alternatives, the current outlook for travel and getting back to work is benefiting traditional oil and gas companies. Within the S&P 500, energy stocks are performing the best this year, up 40% as a group. The top-performing groups this week were consumer discretionary stocks, real estate and utilities.\nThe Dow Industrials rose 4.1% for the week to close at a record 32,778.64. After three straight weeks of declines, the Nasdaq climbed 3.1% to 13,319.87. For the year, the Dow is up 7.1%, while the Nasdaq has gained 3.4%.\nDow vs. Nasdaq in 2021\nAblin knows that it’s too soon for a victory lap. Even as tech broadly is underperforming, there’s still a ton of money going into even more speculative assets.Bitcoin has almost doubled in value this year, and on Wednesday a non-fungible token (NFT) by the artist Beeple sold for more than $69 million in an auction through Christie’s.\nAblin said he was just asked about NFTs by a client on Thursday. While he admits to not having a strong viewpoint on them, he said that if recipients of stimulus money opt for risky investments instead of traveling and buying consumer goods, the market could look very different in the coming months.\n“If it really doesn’t get spent but gets plowed into the market, that would pull the rug out from under our thesis,” Ablin said. For example, he said, “If instead of taking their vacation, they go buy Tesla stock.”\nTesla shares did jump 16% last week. But that wasafter tumbling 30% over the prior month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329147341,"gmtCreate":1615217158783,"gmtModify":1703485874683,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"👀","listText":"👀","text":"👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329147341","repostId":"1118883159","repostType":4,"repost":{"id":"1118883159","kind":"news","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":1615216678,"share":"https://www.laohu8.com/m/news/1118883159?lang=&edition=full","pubTime":"2021-03-08 23:17","market":"us","language":"en","title":"WSB concept stocks rose collectively","url":"https://stock-news.laohu8.com/highlight/detail?id=1118883159","media":"老虎资讯综合","summary":"WSB concept stocks rose collectively,Naked up 18%,GameStop up 13%,Rocket Companies up 12%,Express up","content":"<p>WSB concept stocks rose collectively,Naked up 18%,GameStop up 13%,Rocket Companies up 12%,Express up 10%,AMC up 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/574a9079011da3972cbe8cf4609a6c80\" tg-width=\"373\" tg-height=\"723\"></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>WSB concept stocks rose collectively</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\">\nWSB concept stocks rose collectively\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\">2021-03-08 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WSB concept stocks rose collectively,Naked up 18%,GameStop up 13%,Rocket Companies up 12%,Express up 10%,AMC up 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/574a9079011da3972cbe8cf4609a6c80\" tg-width=\"373\" tg-height=\"723\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXPR":"Express, Inc.","RKT":"Rocket Companies","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118883159","content_text":"WSB concept stocks rose collectively,Naked up 18%,GameStop up 13%,Rocket Companies up 12%,Express up 10%,AMC up 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365339340,"gmtCreate":1614695932880,"gmtModify":1703480003938,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365339340","repostId":"1117949321","repostType":4,"repost":{"id":"1117949321","kind":"news","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":1614695591,"share":"https://www.laohu8.com/m/news/1117949321?lang=&edition=full","pubTime":"2021-03-02 22:33","market":"us","language":"en","title":"U.S. stocks edge up at Tuesday's open; Dow up 0.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117949321","media":"老虎资讯综合","summary":"(March 2) Wall Street’s main indexes opened little changed on Tuesday after a strong start to March ","content":"<p>(March 2) Wall Street’s main indexes opened little changed on Tuesday after a strong start to March as investors closely monitored the bond market as well as progress on the next round of fiscal stimulus.</p><p>The Dow rises 0.13%, the S&amp;P 500 up 0.07%, and the Nasdaq Composite advances 0.07%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fded18f41f1d3abb18ef32f55452b7b9\" tg-width=\"1242\" tg-height=\"548\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>On Monday, the S&amp;P 500 jumped by 2.4% for its best session since June 2020, while the Nasdaq jumped 3% to recuperate some losses after technology stocks slumped last week. Shares of Zoom Video Communications (ZM), a darling of the \"stay-at-home\" trade, jumped more than 7% overnight after the company delivered earnings results and guidance that far exceeded expectations,helping assuage fears of a slowdown as more in-person activities resume.</p><p>The10-year Treasury yield, a point of focus lately for equity investors, was flat at 1.45%.</p><p>Shares of Target gained 0.5%after reporting booming sales. Though the retailer declined to provide a forecast for 2021.</p><p>U.S. equitiesbegan March on a strong note on Mondaywith theS&amp;P 500up 2.38%, theDow Jones Industrial Averageadding 1.95% and the tech-heavyNasdaq Compositejumping just over 3% after shedding 4.9% last week.</p><p>All 11 S&amp;P sectors finished in the green and the S&amp;P 500 posted its best day since June 5. Both the Dow and the Nasdaq clinched their best trading day since November.</p><p>Economically sensitive, cyclical sectors like energy and financials continued to outperform the broader market amid optimism about vaccines and economic resurgence. Meanwhile, a pause in the market for U.S. debt allowed high-growth tech names to recoup a sizable portion of their recent losses. Facebook added 2.8%, Apple rose 5.4% and Tesla climbed 6.4%.</p><p>The 10-year yield, which had kept investors on edge for much of last week, dipped to a session low of 1.41% Monday before drifting back near the flatline. The 10-year yield stabilized around that level, below its high of 1.6% last week, which encouraged investors last week's rapid rise in borrowing costs has abated for now.</p><p>\"Anxiety over yields appeared largely responsible for a 3% retreat in the S&amp;P 500 from a record high in the middle of\" February, Mark Haefele, chief investment officer at UBS Global Wealth Management, said in a note.</p><p>\"We expect this interruption to the equity rally to be temporary and believe investors should put the pullback in context,\" he added. \"The rise in yields has been led by optimism over growth, not&nbsp;inflation worries, and so doesn't yet pose a threat to risk assets.\"</p><p>Investors on Tuesday will pore over comments made by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.</p><p>Gensler will testify before the Senate Banking Committee at 10 a.m. ET while Brainard will deliver a speech entitled \"U.S. Economic Outlook and Monetary Policy\" via a virtual meeting hosted by the Council on Foreign Relations.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks edge up at Tuesday's open; Dow up 0.13%</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\">\nU.S. stocks edge up at Tuesday's open; Dow up 0.13%\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\">2021-03-02 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 2) Wall Street’s main indexes opened little changed on Tuesday after a strong start to March as investors closely monitored the bond market as well as progress on the next round of fiscal stimulus.</p><p>The Dow rises 0.13%, the S&amp;P 500 up 0.07%, and the Nasdaq Composite advances 0.07%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fded18f41f1d3abb18ef32f55452b7b9\" tg-width=\"1242\" tg-height=\"548\"><span>*Source From Tiger Trade, EST 09:30</span></p><p>On Monday, the S&amp;P 500 jumped by 2.4% for its best session since June 2020, while the Nasdaq jumped 3% to recuperate some losses after technology stocks slumped last week. Shares of Zoom Video Communications (ZM), a darling of the \"stay-at-home\" trade, jumped more than 7% overnight after the company delivered earnings results and guidance that far exceeded expectations,helping assuage fears of a slowdown as more in-person activities resume.</p><p>The10-year Treasury yield, a point of focus lately for equity investors, was flat at 1.45%.</p><p>Shares of Target gained 0.5%after reporting booming sales. Though the retailer declined to provide a forecast for 2021.</p><p>U.S. equitiesbegan March on a strong note on Mondaywith theS&amp;P 500up 2.38%, theDow Jones Industrial Averageadding 1.95% and the tech-heavyNasdaq Compositejumping just over 3% after shedding 4.9% last week.</p><p>All 11 S&amp;P sectors finished in the green and the S&amp;P 500 posted its best day since June 5. Both the Dow and the Nasdaq clinched their best trading day since November.</p><p>Economically sensitive, cyclical sectors like energy and financials continued to outperform the broader market amid optimism about vaccines and economic resurgence. Meanwhile, a pause in the market for U.S. debt allowed high-growth tech names to recoup a sizable portion of their recent losses. Facebook added 2.8%, Apple rose 5.4% and Tesla climbed 6.4%.</p><p>The 10-year yield, which had kept investors on edge for much of last week, dipped to a session low of 1.41% Monday before drifting back near the flatline. The 10-year yield stabilized around that level, below its high of 1.6% last week, which encouraged investors last week's rapid rise in borrowing costs has abated for now.</p><p>\"Anxiety over yields appeared largely responsible for a 3% retreat in the S&amp;P 500 from a record high in the middle of\" February, Mark Haefele, chief investment officer at UBS Global Wealth Management, said in a note.</p><p>\"We expect this interruption to the equity rally to be temporary and believe investors should put the pullback in context,\" he added. \"The rise in yields has been led by optimism over growth, not&nbsp;inflation worries, and so doesn't yet pose a threat to risk assets.\"</p><p>Investors on Tuesday will pore over comments made by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.</p><p>Gensler will testify before the Senate Banking Committee at 10 a.m. ET while Brainard will deliver a speech entitled \"U.S. Economic Outlook and Monetary Policy\" via a virtual meeting hosted by the Council on Foreign Relations.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117949321","content_text":"(March 2) Wall Street’s main indexes opened little changed on Tuesday after a strong start to March as investors closely monitored the bond market as well as progress on the next round of fiscal stimulus.The Dow rises 0.13%, the S&P 500 up 0.07%, and the Nasdaq Composite advances 0.07%.*Source From Tiger Trade, EST 09:30On Monday, the S&P 500 jumped by 2.4% for its best session since June 2020, while the Nasdaq jumped 3% to recuperate some losses after technology stocks slumped last week. Shares of Zoom Video Communications (ZM), a darling of the \"stay-at-home\" trade, jumped more than 7% overnight after the company delivered earnings results and guidance that far exceeded expectations,helping assuage fears of a slowdown as more in-person activities resume.The10-year Treasury yield, a point of focus lately for equity investors, was flat at 1.45%.Shares of Target gained 0.5%after reporting booming sales. Though the retailer declined to provide a forecast for 2021.U.S. equitiesbegan March on a strong note on Mondaywith theS&P 500up 2.38%, theDow Jones Industrial Averageadding 1.95% and the tech-heavyNasdaq Compositejumping just over 3% after shedding 4.9% last week.All 11 S&P sectors finished in the green and the S&P 500 posted its best day since June 5. Both the Dow and the Nasdaq clinched their best trading day since November.Economically sensitive, cyclical sectors like energy and financials continued to outperform the broader market amid optimism about vaccines and economic resurgence. Meanwhile, a pause in the market for U.S. debt allowed high-growth tech names to recoup a sizable portion of their recent losses. Facebook added 2.8%, Apple rose 5.4% and Tesla climbed 6.4%.The 10-year yield, which had kept investors on edge for much of last week, dipped to a session low of 1.41% Monday before drifting back near the flatline. The 10-year yield stabilized around that level, below its high of 1.6% last week, which encouraged investors last week's rapid rise in borrowing costs has abated for now.\"Anxiety over yields appeared largely responsible for a 3% retreat in the S&P 500 from a record high in the middle of\" February, Mark Haefele, chief investment officer at UBS Global Wealth Management, said in a note.\"We expect this interruption to the equity rally to be temporary and believe investors should put the pullback in context,\" he added. \"The rise in yields has been led by optimism over growth, not inflation worries, and so doesn't yet pose a threat to risk assets.\"Investors on Tuesday will pore over comments made by both Securities and Exchange Commission Chair nominee Gary Gensler and Federal Reserve Governor Lael Brainard.Gensler will testify before the Senate Banking Committee at 10 a.m. ET while Brainard will deliver a speech entitled \"U.S. Economic Outlook and Monetary Policy\" via a virtual meeting hosted by the Council on Foreign Relations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368632975,"gmtCreate":1614315998097,"gmtModify":1703476257845,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"☹️","listText":"☹️","text":"☹️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368632975","repostId":"1125238969","repostType":4,"repost":{"id":"1125238969","kind":"news","pubTimestamp":1614311542,"share":"https://www.laohu8.com/m/news/1125238969?lang=&edition=full","pubTime":"2021-02-26 11:52","market":"fut","language":"en","title":"Bitcoin May Be Weighing on Tech Stocks Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1125238969","media":"Barrons","summary":"“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerN","content":"<p>“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.</p><p>Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-heavyNasdaq Compositeindex. The chip stock stands out because the company issueda strong earnings reportWednesday, including a lift from products related to Bitcoin and other cryptocurrencies.</p><p>Payments app&nbsp;Square(SQ), meanwhile, also continued its slide, down 4.3%, at $227.11. The company’srelatively strong&nbsp;earnings report on Tuesday included investments and operational gains from Bitcoin, and the firm said it plans to “double down” on the digital coin. That may be weighing on the stock, which is down nearly 20% in the last few sessions as&nbsp;Bitcoin prices have slumped.</p><p>Tech is under pressure for other reasons: Steep valuations have made the sector vulnerable to weakness in company forecasts. Rising bond yields pose a threat by pressuring the present value of future cash flows. Big Tech is also a crowded trade that could be losing favor as investors look for more-cyclical exposure or sectors with lower valuations.</p><p>But the trading patterns in Nvidia, Square,Tesla(TSLA), and other stocks may also be a sign of Bitcoin’s growing influence. Companies are plowing capital into Bitcoin directly and related products and services, expanding exposure at a time when prices have skyrocketed more than 350% in the past year. Despite its recent slide, Bitcoin is still up 67% this year.</p><p>Crypto is&nbsp;certainly gathering momentum.Mastercard&nbsp;(MA) said this month that it would start supporting cryptocurrencies directly on its network, noting that many consumers are already using cards to buy crypto assets. But it would still be a stretch to turn Bitcoin into a viable currency for everyday purchases, a&nbsp;Mastercard&nbsp;executive noted at a conference on Thursday.</p><p>“Bitcoin doesn’t behave like a payment instrument,” said Mastercard Executive Vice Chair Ann Cairns, according to a&nbsp;report&nbsp;on MarketWatch. “It’s too volatile and it takes too long to transact.”</p><p>Whether it becomes an asset class or payment instrument, the rise (and potential fall) of Bitcoin is ripping through corners of tech, banking, and other sectors.</p><p>Nvidia, for instance, issued animpressiveearnings report, as<i>Barron’s</i>noted. But it’s also becoming more of a crypto play.</p><p>The company said crypto may have had a $100 million to $300 million positive impact in the quarter. The firm is launching a new line of cryptocurrency mining processors, or CMPs, for professional crypto-mining.</p><p>“Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power,” Nvidia told investors. Its new line of CMPs will give the firm more visibility into the contribution of crypto to revenue, the company added.</p><p>Some analysts are questioning the sustainability of the trend.Piper Sandler’s Harsh Kumarreiterated an Overweight rating on the shares, for instance, but cautioned about Nvidia’s growing exposure to crypto.</p><p>“With cryptocurrency entering the picture again, the delineation between crypto and core gaming upside is blurred,” he writes. “We feel investors may question the sustainability of these trends, particularly given the cryptocurrency issues in the past.”</p><p>Payments app Square, as noted above, is also now squarely in the Bitcoin debate. While core business trends are looking healthy, investors may be concerned that Square is expanding into crypto as prices peak. The company purchased $170 million of Bitcoin in the quarter, on top of $50 million previously purchased, and is marketing its Cash App as a mechanism to buy, store, and eventually transact with the cryptocurrency.</p><p>Wall Street has mixed views on that idea. Competitors like&nbsp;PayPal Holdings(PYPL) are also plowing into Bitcoin, along with other “neobbank” competitors, notes&nbsp;JMP analyst David Scharf. That raises questions about the long-term “stickiness” of Cash App and whether its growth can be sustained.</p><p>Indeed, Cash App now accounts for about half of Square’s gross profits, and the company is counting on Bitcoin to fuel demand. That is making Square stock a kind of derivative on Bitcoin; shares have been increasingly correlated to the price of Bitcoin over the past year, and the relationship may only be getting tighter.</p><p>Square stock also may not be fully accounting for the volatility of Bitcoin, which has had several boom-bust cycles. At around 100 estimated 2022 Ebitda (earnings before interest, taxes, depreciation, and amortization), the stock looks fully valued, according to Scharf, who maintained a Market Perform rating.</p><p>Guggenheim’s Jeff Cantwell&nbsp;took the opposite side of that debate. He upgraded Square stock to a Buy on Thursday, partly on an upbeat outlook for Bitcoin. “We think Bitcoin is on a long-term trajectory higher,” he writes, adding that it should drive an increase in Cash App usage and other metrics.</p><p>He doesn’t see Bitcoin becoming a currency used for mainstream purchases anytime soon. But that’s beside the point, he notes, since Bitcoin is turning into “digital gold”—a store of value and an asset class. There are 50 million digital Bitcoin wallets globally, a large and growing user base, he notes. Square is doing its part to take Bitcoin mainstream.</p><p>Cantwell sees Square stock hitting $288. Bitcoin may have to do its part for the stock to get there, too.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin May Be Weighing on Tech Stocks Again</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\">\nBitcoin May Be Weighing on Tech Stocks Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-...</p>\n\n<a href=\"https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","NVDA":"英伟达",".DJI":"道琼斯","SQ":"Block",".IXIC":"NASDAQ Composite","TSLA":"特斯拉","GBTC":"Grayscale Bitcoin Trust",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125238969","content_text":"“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-heavyNasdaq Compositeindex. The chip stock stands out because the company issueda strong earnings reportWednesday, including a lift from products related to Bitcoin and other cryptocurrencies.Payments app Square(SQ), meanwhile, also continued its slide, down 4.3%, at $227.11. The company’srelatively strong earnings report on Tuesday included investments and operational gains from Bitcoin, and the firm said it plans to “double down” on the digital coin. That may be weighing on the stock, which is down nearly 20% in the last few sessions as Bitcoin prices have slumped.Tech is under pressure for other reasons: Steep valuations have made the sector vulnerable to weakness in company forecasts. Rising bond yields pose a threat by pressuring the present value of future cash flows. Big Tech is also a crowded trade that could be losing favor as investors look for more-cyclical exposure or sectors with lower valuations.But the trading patterns in Nvidia, Square,Tesla(TSLA), and other stocks may also be a sign of Bitcoin’s growing influence. Companies are plowing capital into Bitcoin directly and related products and services, expanding exposure at a time when prices have skyrocketed more than 350% in the past year. Despite its recent slide, Bitcoin is still up 67% this year.Crypto is certainly gathering momentum.Mastercard (MA) said this month that it would start supporting cryptocurrencies directly on its network, noting that many consumers are already using cards to buy crypto assets. But it would still be a stretch to turn Bitcoin into a viable currency for everyday purchases, a Mastercard executive noted at a conference on Thursday.“Bitcoin doesn’t behave like a payment instrument,” said Mastercard Executive Vice Chair Ann Cairns, according to a report on MarketWatch. “It’s too volatile and it takes too long to transact.”Whether it becomes an asset class or payment instrument, the rise (and potential fall) of Bitcoin is ripping through corners of tech, banking, and other sectors.Nvidia, for instance, issued animpressiveearnings report, asBarron’snoted. But it’s also becoming more of a crypto play.The company said crypto may have had a $100 million to $300 million positive impact in the quarter. The firm is launching a new line of cryptocurrency mining processors, or CMPs, for professional crypto-mining.“Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power,” Nvidia told investors. Its new line of CMPs will give the firm more visibility into the contribution of crypto to revenue, the company added.Some analysts are questioning the sustainability of the trend.Piper Sandler’s Harsh Kumarreiterated an Overweight rating on the shares, for instance, but cautioned about Nvidia’s growing exposure to crypto.“With cryptocurrency entering the picture again, the delineation between crypto and core gaming upside is blurred,” he writes. “We feel investors may question the sustainability of these trends, particularly given the cryptocurrency issues in the past.”Payments app Square, as noted above, is also now squarely in the Bitcoin debate. While core business trends are looking healthy, investors may be concerned that Square is expanding into crypto as prices peak. The company purchased $170 million of Bitcoin in the quarter, on top of $50 million previously purchased, and is marketing its Cash App as a mechanism to buy, store, and eventually transact with the cryptocurrency.Wall Street has mixed views on that idea. Competitors like PayPal Holdings(PYPL) are also plowing into Bitcoin, along with other “neobbank” competitors, notes JMP analyst David Scharf. That raises questions about the long-term “stickiness” of Cash App and whether its growth can be sustained.Indeed, Cash App now accounts for about half of Square’s gross profits, and the company is counting on Bitcoin to fuel demand. That is making Square stock a kind of derivative on Bitcoin; shares have been increasingly correlated to the price of Bitcoin over the past year, and the relationship may only be getting tighter.Square stock also may not be fully accounting for the volatility of Bitcoin, which has had several boom-bust cycles. At around 100 estimated 2022 Ebitda (earnings before interest, taxes, depreciation, and amortization), the stock looks fully valued, according to Scharf, who maintained a Market Perform rating.Guggenheim’s Jeff Cantwell took the opposite side of that debate. He upgraded Square stock to a Buy on Thursday, partly on an upbeat outlook for Bitcoin. “We think Bitcoin is on a long-term trajectory higher,” he writes, adding that it should drive an increase in Cash App usage and other metrics.He doesn’t see Bitcoin becoming a currency used for mainstream purchases anytime soon. But that’s beside the point, he notes, since Bitcoin is turning into “digital gold”—a store of value and an asset class. There are 50 million digital Bitcoin wallets globally, a large and growing user base, he notes. Square is doing its part to take Bitcoin mainstream.Cantwell sees Square stock hitting $288. Bitcoin may have to do its part for the stock to get there, too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369549160,"gmtCreate":1614063818850,"gmtModify":1631889679732,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/369549160","repostId":"1105711453","repostType":4,"repost":{"id":"1105711453","kind":"news","pubTimestamp":1614063703,"share":"https://www.laohu8.com/m/news/1105711453?lang=&edition=full","pubTime":"2021-02-23 15:01","market":"us","language":"en","title":"Apple: Weakness Far From Over As Yield Pressures Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1105711453","media":"seekingalpha","summary":"SummaryApple's underperformance since its stellar Q1 earnings beat highlights the optimism that was ","content":"<p><b>Summary</b></p><ul><li>Apple's underperformance since its stellar Q1 earnings beat highlights the optimism that was already priced into the stock.</li><li>The break below uptrend support from the March lows is significant in the context of strong earnings and suggests that a change of trend is afoot.</li><li>An extrapolation of recent strong earnings figures over the long term ignores the strong tendency for the growth rate of market-dominating companies to slow sharply.</li><li>The ongoing rise in bond yields is also undermining Apple's appeal as an alternative to fixed income.</li></ul><p><b>Reversal Pattern Triggered</b></p><p>We think some insight into Apple's short-term share price outlook can be gained from its recent price action. After reaching a new all-time high ahead of its Q1 earnings release the stock failed to hold on to gains, subsequently breaking below key uptrend support from the November low as well as the March crash low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbf73c0a267751d31b24346c5a08ba49\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p>The fact that the bearish break has come in spite of widespread bullish retail sentiment and a hugely positive earnings surprise should be taken as a reason for caution. We continue to see a move back down to the USD100 pivot area which marked the breakout in response to the earnings release in July. Such a move would represent a further 21% decline from current levels.</p><p><b>Q1 Earnings Were Unequivocally Strong But Already Priced In</b></p><p>Apple's Q1 earnings figures were incredibly strong with net income coming in at USD28.8bn, up 29% year over year. This means that in the final quarter of 2020 Apple’s profits represented over 10% of all SPX profits, while for the full year they represented 6% of all SPX profits. The problem that Apple holders have, however, is that equity prices are not driven by current earnings but by expectations of earnings, including expectations of earnings far into the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/211d1cecb8ce2b7d30026b015fa80708\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p>Apple's market value as a share of the SPX has shown a strong tendency to lead changes in its share of earnings as the chart below shows. The run-up in Apple's relative market size from early 2019 to mid-2020 foreshadowed the rise in its share of total earnings. The recent share price weakness suggests investors have already priced in the recent earnings outperformance and are now showing some concern for future growth prospects.</p><p><b>The Law Of Large Numbers Will Set In</b></p><p>Despite the recent share price weakness Apple still trades at an 8% premium to the SPX in terms of its trailing PE ratio, currently at 34.5x, and a 28% premium in terms of forward PE, currently at 29.1. While Apple's high profit margin is often seen as justification of a valuation premium, the weak outlook for growth from such a high base suggests it does not.</p><p>Notwithstanding the ongoing growth in services and wearables income, iPhone revenues made up almost 60% of revenues in Q1, bringing in almost USD66bn. While up 17% year over year this figure is up only 7% from the previous peak seen in Q1 2018, a growth rate barely in line with inflation despite massive increases in selling prices. On a trailing 12-month basis iPhone revenues remain below their Q418 peak. Largely thanks to stagnating iPhone sales, EBITDA is no higher than it was in 2015 on a trailing 12-month basis. Apple is already becoming a victim of its own success as a lot of people already have iPhones and they tend to last a long time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f51c192203f1a33f6c976a1981238ec3\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p>We fully expect Apple to continue growing revenues and profits, but we do not believe extrapolating one quarter's earnings report provides a good measure of the sustainable growth rate. With 2020 earnings roughly 6% of total SPX earnings, Apple will almost certainly face the impact of the law of large numbers. Extrapolating recent growth rates over the long term results in unfeasible outcomes. For instance, Apple's profits are expected to grow at 10% per year over the long term, according to Bloomberg.</p><p>If SPX profits grow at their trend growth rate of 4%, this would mean that Apple's share of total SPX earnings would rise from the current level of 6% to 18% by 2041. Even at 7% growth Apple's share of total SPX profits would almost double to 11% by 2041. Historical precedents do not bode well for such growth outperformance.</p><p>The following chart shows the correlation between the total sales of the largest companies in the U.S. by market cap over the past 20 years and subsequent sales growth. On the x-axis is the combined sales as a share of GDP of the top 10 U.S. companies by market cap, excluding energy companies due to the volatile nature of their sales. On the y-axis is the combined annual sales growth of these companies over the subsequent 10 years relative to nominal GDP growth. There is a strong tendency for sales and profit growth to fall as a company's size increases relative to the size of the economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f15aac69df36dc1e93ad21e27d704768\" tg-width=\"628\" tg-height=\"422\" referrerpolicy=\"no-referrer\"><span>Source: Bloomberg</span></p><p><b>Rising Bond Yields Present A Major Headwind To Valuations</b></p><p>Throughout the decline in government bond yields over the past year investors have seen Apple's stock as an alternative to government bonds due to its high profit margins and scope for dividends to rise over the long term allowing cash flows to exceed those from bonds. The ongoing rise in Treasury yields is beginning to undermine Apple's appeal as a substitute to government bonds, triggering a rise in the required dividend yield.</p><p>Apple's trailing dividend yield of 0.64% compares to a 2.00% yield on the 20-year UST and a 2.71% yield on Apple's bonds maturing in 2041. This means that in order for Apple's stock to outperform its bonds over the next two decades investors will require dividends to grow at roughly 2.0% per year<i>and</i>the dividend yield remain at current low levels. The trouble is that even a small rise in the required dividend yield as far out as 2041 could wipe out years of dividend income.</p><p>For instance, even if dividends manage to grow at 7% over the next two decades, a mere 1 percentage point increase in the dividend yield from 0.64% to 1.64%, either due to a rise in bond yields or otherwise, would result in a capital loss equivalent to almost all of the excess dividend income received over the next 20 years relative to Apple's bonds. If this sounds difficult to imagine, keep in mind that 1.64% is roughly where the dividend yield was as recently as mid-2019.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Weakness Far From Over As Yield Pressures Rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Weakness Far From Over As Yield Pressures Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4408066-apple-weakness-far-from-over-yield-pressures-rise><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's underperformance since its stellar Q1 earnings beat highlights the optimism that was already priced into the stock.The break below uptrend support from the March lows is significant in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4408066-apple-weakness-far-from-over-yield-pressures-rise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4408066-apple-weakness-far-from-over-yield-pressures-rise","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1105711453","content_text":"SummaryApple's underperformance since its stellar Q1 earnings beat highlights the optimism that was already priced into the stock.The break below uptrend support from the March lows is significant in the context of strong earnings and suggests that a change of trend is afoot.An extrapolation of recent strong earnings figures over the long term ignores the strong tendency for the growth rate of market-dominating companies to slow sharply.The ongoing rise in bond yields is also undermining Apple's appeal as an alternative to fixed income.Reversal Pattern TriggeredWe think some insight into Apple's short-term share price outlook can be gained from its recent price action. After reaching a new all-time high ahead of its Q1 earnings release the stock failed to hold on to gains, subsequently breaking below key uptrend support from the November low as well as the March crash low.Source: BloombergThe fact that the bearish break has come in spite of widespread bullish retail sentiment and a hugely positive earnings surprise should be taken as a reason for caution. We continue to see a move back down to the USD100 pivot area which marked the breakout in response to the earnings release in July. Such a move would represent a further 21% decline from current levels.Q1 Earnings Were Unequivocally Strong But Already Priced InApple's Q1 earnings figures were incredibly strong with net income coming in at USD28.8bn, up 29% year over year. This means that in the final quarter of 2020 Apple’s profits represented over 10% of all SPX profits, while for the full year they represented 6% of all SPX profits. The problem that Apple holders have, however, is that equity prices are not driven by current earnings but by expectations of earnings, including expectations of earnings far into the future.Source: BloombergApple's market value as a share of the SPX has shown a strong tendency to lead changes in its share of earnings as the chart below shows. The run-up in Apple's relative market size from early 2019 to mid-2020 foreshadowed the rise in its share of total earnings. The recent share price weakness suggests investors have already priced in the recent earnings outperformance and are now showing some concern for future growth prospects.The Law Of Large Numbers Will Set InDespite the recent share price weakness Apple still trades at an 8% premium to the SPX in terms of its trailing PE ratio, currently at 34.5x, and a 28% premium in terms of forward PE, currently at 29.1. While Apple's high profit margin is often seen as justification of a valuation premium, the weak outlook for growth from such a high base suggests it does not.Notwithstanding the ongoing growth in services and wearables income, iPhone revenues made up almost 60% of revenues in Q1, bringing in almost USD66bn. While up 17% year over year this figure is up only 7% from the previous peak seen in Q1 2018, a growth rate barely in line with inflation despite massive increases in selling prices. On a trailing 12-month basis iPhone revenues remain below their Q418 peak. Largely thanks to stagnating iPhone sales, EBITDA is no higher than it was in 2015 on a trailing 12-month basis. Apple is already becoming a victim of its own success as a lot of people already have iPhones and they tend to last a long time.Source: BloombergWe fully expect Apple to continue growing revenues and profits, but we do not believe extrapolating one quarter's earnings report provides a good measure of the sustainable growth rate. With 2020 earnings roughly 6% of total SPX earnings, Apple will almost certainly face the impact of the law of large numbers. Extrapolating recent growth rates over the long term results in unfeasible outcomes. For instance, Apple's profits are expected to grow at 10% per year over the long term, according to Bloomberg.If SPX profits grow at their trend growth rate of 4%, this would mean that Apple's share of total SPX earnings would rise from the current level of 6% to 18% by 2041. Even at 7% growth Apple's share of total SPX profits would almost double to 11% by 2041. Historical precedents do not bode well for such growth outperformance.The following chart shows the correlation between the total sales of the largest companies in the U.S. by market cap over the past 20 years and subsequent sales growth. On the x-axis is the combined sales as a share of GDP of the top 10 U.S. companies by market cap, excluding energy companies due to the volatile nature of their sales. On the y-axis is the combined annual sales growth of these companies over the subsequent 10 years relative to nominal GDP growth. There is a strong tendency for sales and profit growth to fall as a company's size increases relative to the size of the economy.Source: BloombergRising Bond Yields Present A Major Headwind To ValuationsThroughout the decline in government bond yields over the past year investors have seen Apple's stock as an alternative to government bonds due to its high profit margins and scope for dividends to rise over the long term allowing cash flows to exceed those from bonds. The ongoing rise in Treasury yields is beginning to undermine Apple's appeal as a substitute to government bonds, triggering a rise in the required dividend yield.Apple's trailing dividend yield of 0.64% compares to a 2.00% yield on the 20-year UST and a 2.71% yield on Apple's bonds maturing in 2041. This means that in order for Apple's stock to outperform its bonds over the next two decades investors will require dividends to grow at roughly 2.0% per yearandthe dividend yield remain at current low levels. The trouble is that even a small rise in the required dividend yield as far out as 2041 could wipe out years of dividend income.For instance, even if dividends manage to grow at 7% over the next two decades, a mere 1 percentage point increase in the dividend yield from 0.64% to 1.64%, either due to a rise in bond yields or otherwise, would result in a capital loss equivalent to almost all of the excess dividend income received over the next 20 years relative to Apple's bonds. If this sounds difficult to imagine, keep in mind that 1.64% is roughly where the dividend yield was as recently as mid-2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360576389,"gmtCreate":1613960457641,"gmtModify":1631889679734,"author":{"id":"3562654257787729","authorId":"3562654257787729","name":"whyskysoshy","avatar":"https://static.tigerbbs.com/ee5578884e55299564c78e63e978d3ca","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562654257787729","authorIdStr":"3562654257787729"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360576389","repostId":"1185816842","repostType":4,"repost":{"id":"1185816842","kind":"news","pubTimestamp":1613960206,"share":"https://www.laohu8.com/m/news/1185816842?lang=&edition=full","pubTime":"2021-02-22 10:16","market":"hk","language":"en","title":"Pandemic caused $220 billion of global dividend cuts in 2020, research says","url":"https://stock-news.laohu8.com/highlight/detail?id=1185816842","media":"cnbc","summary":"KEY POINTS\n\nGlobal dividends fell sharply in 2020 due to the coronavirus pandemic, with dividends de","content":"<div>\n<p>KEY POINTS\n\nGlobal dividends fell sharply in 2020 due to the coronavirus pandemic, with dividends declining 12.2% in 2020 to $1.26 trillion.\nAs the international public health crisis dominated and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/22/220-billion-of-global-dividends-cuts-in-2020-janus-henderson-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Pandemic caused $220 billion of global dividend cuts in 2020, research says</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPandemic caused $220 billion of global dividend cuts in 2020, research says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-22 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/22/220-billion-of-global-dividends-cuts-in-2020-janus-henderson-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nGlobal dividends fell sharply in 2020 due to the coronavirus pandemic, with dividends declining 12.2% in 2020 to $1.26 trillion.\nAs the international public health crisis dominated and ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/22/220-billion-of-global-dividends-cuts-in-2020-janus-henderson-says.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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/02/22/220-billion-of-global-dividends-cuts-in-2020-janus-henderson-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1185816842","content_text":"KEY POINTS\n\nGlobal dividends fell sharply in 2020 due to the coronavirus pandemic, with dividends declining 12.2% in 2020 to $1.26 trillion.\nAs the international public health crisis dominated and curtailed business activity, dividend cuts totaled $220 billion between the second and fourth quarters of 2020.\nThe figures come from the latest Global Dividend Index from asset manager Janus Henderson.\n\nLONDON — Global dividends fell sharply in 2020 due to the coronavirus pandemic, with the amount of investor payouts declining 12.2% to $1.26 trillion, according to new research.\nAs the international public health crisis spread throughout the world, prompting lockdowns and curtailing business activity, dividend cuts and cancellations totaled $220 billion between the second and fourth quarters of 2020, according to the latest Global Dividend Index from asset manager Janus Henderson.\nStill, the total amount of dividends paid out between April and December 2020 was $965.2 billion, noted Janus Henderson, which analyzes dividends paid by the 1,200 largest firms by market capitalization before the start of each year.\nDividend cuts were most severe in the U.K. and Europe, the index found, with both together accounting for more than half the total reduction in payouts globally, “mainly owing to the forced curtailment on banking dividends by regulators,” Janus Henderson found.\nU.S. resilient\nHowever, dividend payouts were resilient in the U.S., rising 2.6% on a headline basis in 2020.\n“North America did so well mainly because companies were able to conserve cash and protect their dividends by suspending or reducing share buybacks instead, and because regulators were more lenient with the banks,” the report found.\nElsewhere globally, Australia was badly affected but China, Hong Kong and Switzerland joined Canada among the best performing nations.\nThe decline of total dividends in 2020, to $1.26 billion, was just slightly less than Janus Henderson’s best-case forecast of $1.21 trillion, thanks to a less severe fall in fourth-quarter payouts than anticipated. Fourth-quarter payouts fell 14% on an underlying basis to a total of $269.1 billion.\nThe decline was less severe than expected, Janus Henderson noted, due to some companies (they cited Sberbank in Russia and Volkswagen in Germany) restoring suspended dividends at full strength, while others, like Essilorin France, brought them back at a reduced level.\n“One company in eight cancelled its payout altogether and one in five made a cut, but two thirds increased their dividends or held them steady,” it said.\nOn a sectoral basis, banks accounted for one third of global dividend reductions by value, with almost $54 million dividends cut and $34 million canceled within the industry, more than three times as much as oil producers — the next most severely affected sector — which saw just over $24 million payouts cut and canceled.\nBanks in the U.K. and euro zone have been subject to temporary bans on shareholder payouts since last March amid concerns that banks could run low on capital as the coronavirus crisis took hold. However, the Bank of England said in December that banks can resume limited dividends;British bank Barclays announced last Thursday that it would resume dividend payments to shareholders.\nThe European Central Bank’s supervisory board, which overseas banks in the region, also asked regional lenders last March to avoid paying cash dividends to shareholders with the recommendation due to last until September 2021.\nJane Shoemake, investment director for global equity income at the asset manager, noted that the pandemic’s “impact on dividends has been consistent with a conventional, if severe, recession.”\n“Sectors that depend on discretionary spending have been more severely impacted, while defensive sectors have continued to make payments. At a country level, places like the UK, Australia and parts of Europe suffered a greater decline because some companies had arguably been overdistributing before the crisis and because of regulatory interventions in the banking sector.”\nOutlook\nLooking ahead to 2021 and as coronavirus vaccines are rolled out, increasing expectations that economies could largely reopen by summer, Janus Henderson predicted that payouts would continue to fall in the first quarter of 2021, although the decline is likely to be smaller than between the second and fourth quarters of 2020.\n“The outlook for the full year remains extremely uncertain,” it noted. “The pandemic has intensified in many parts of the world, even as vaccine rollouts provide hope. Importantly, banking dividends will resume in countries where they were curtailed, but they will not come close to 2019 levels in Europe and the UK, and this will limit the potential for growth.”\nJanus Henderson’s best-case scenario sees 2021 dividends up 5% on a headline basis to a total of $1.32 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}