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- RylimRylim
  ·2021-07-14
  Great
  Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate
  -Dow Jones
  Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate
  230 评论
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- RylimRylim
  ·2021-06-21
  Good
  Apple: Winter Is Coming
  Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.I initiate Apple with a Neutral rating and a fair value of $111.42/share .In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger
  Apple: Winter Is Coming
  223 评论
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- RylimRylim
  ·2021-06-18
  Will consider
  1 Growth Stock That Could Be Bigger Than Apple
  The next decade looks bright for this supercomputing company.
  1 Growth Stock That Could Be Bigger Than Apple
  85 评论
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- RylimRylim
  ·2021-06-18
  Like please?
  Facebook launches ads globally for Instagram Reels
  June 17 (Reuters) - Facebook Inc is launching ads globally on its TikTok clone Instagram Reels, the
  Facebook launches ads globally for Instagram Reels
  78 评论
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- RylimRylim
  ·2021-06-17
  Like and comment pls
  Facebook's Hardware Business Is Creeping Into Apple's Backyard
  But Apple shouldn't lose any sleep over Facebook's smartwatch plans.
  Facebook's Hardware Business Is Creeping Into Apple's Backyard
  98 评论
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- RylimRylim
  ·2021-06-16
  Comment
  非常抱歉，此主贴已删除
  97 评论
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- RylimRylim
  ·2021-06-16
  Nice
  非常抱歉，此主贴已删除
  86 评论
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- RylimRylim
  ·2021-06-16
  Nice
  非常抱歉，此主贴已删除
  201 评论
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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626259561,"share":"https://www.laohu8.com/m/news/2151158165?lang=&edition=full","pubTime":"2021-07-14 18:46","market":"hk","language":"en","title":"Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2151158165","media":"Benzinga","summary":"-Dow Jones","content":"<p>Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate.</p>\n<p>Bank of America Corp reported a jump in second-quarter profit on Wednesday as it released reserves it had set aside last year to cover potential loan losses tied to the pandemic.</p>\n<p>The bank’s net income applicable to common shareholders rose to $8.96 billion, or $1.03 per share, from 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The release, however, was lower than the $2.7 billion it had set aside in the previous quarter.</p>\n<p>Overall revenue, net of interest expense, dropped 4% to $21.5 billion.</p>\n<p>Bank&nbsp;of&nbsp;America&nbsp;shares&nbsp;fell&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/afdc90bc748a5b7b5f8f4aa42de529dc\" tg-width=\"1280\" tg-height=\"622\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate</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\">\nBank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-14 18:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate.</p>\n<p>Bank of America Corp reported a jump in second-quarter profit on Wednesday as it released reserves it had set aside last year to cover potential loan losses tied to the pandemic.</p>\n<p>The bank’s net income applicable to common shareholders rose to $8.96 billion, or $1.03 per share, from $3.28 billion, or 37 cents per share, a year earlier.</p>\n<p>Analysts on average had expected a profit of 77 cents per share, according to IBES estimate from Refinitiv.</p>\n<p>The Federal Reserve last year brought in ultra-low interest rates to allow for a more rapid recovery from the pandemic-induced recession. Such low rates eat into the income of lenders like Bank of America, which make profit from the difference between what they earn on loans and pay out on deposits.</p>\n<p>Strong momentum in job growth and vaccinations against COVID-19 have underpinned a recovery in the broader economy, However, Wall Street’s biggest banks are still expected to feel the pinch from low rates.</p>\n<p>Executives at JPMorgan Chase &amp; Co warned on Tuesday that the sunny outlook for the U.S. economy would not make for blockbuster revenues in the short term due to low interest rates, weak loan demand and a slowdown in trading.</p>\n<p>Bank of America, the second-largest U.S. bank by assets, released $2.2 billion of reserves in the quarter, reflecting the improved economic outlook. The release, however, was lower than the $2.7 billion it had set aside in the previous quarter.</p>\n<p>Overall revenue, net of interest expense, dropped 4% to $21.5 billion.</p>\n<p>Bank&nbsp;of&nbsp;America&nbsp;shares&nbsp;fell&nbsp;2%&nbsp;in&nbsp;premarket&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/afdc90bc748a5b7b5f8f4aa42de529dc\" tg-width=\"1280\" tg-height=\"622\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","QTWO":"Q2 Holdings Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151158165","content_text":"Bank of America Q2 EPS $1.03 Beats $0.77 Estimate, Sales $21.50B Miss $21.83B Estimate.\nBank of America Corp reported a jump in second-quarter profit on Wednesday as it released reserves it had set aside last year to cover potential loan losses tied to the pandemic.\nThe bank’s net income applicable to common shareholders rose to $8.96 billion, or $1.03 per share, from $3.28 billion, or 37 cents per share, a year earlier.\nAnalysts on average had expected a profit of 77 cents per share, according to IBES estimate from Refinitiv.\nThe Federal Reserve last year brought in ultra-low interest rates to allow for a more rapid recovery from the pandemic-induced recession. Such low rates eat into the income of lenders like Bank of America, which make profit from the difference between what they earn on loans and pay out on deposits.\nStrong momentum in job growth and vaccinations against COVID-19 have underpinned a recovery in the broader economy, However, Wall Street’s biggest banks are still expected to feel the pinch from low rates.\nExecutives at JPMorgan Chase & Co warned on Tuesday that the sunny outlook for the U.S. economy would not make for blockbuster revenues in the short term due to low interest rates, weak loan demand and a slowdown in trading.\nBank of America, the second-largest U.S. bank by assets, released $2.2 billion of reserves in the quarter, reflecting the improved economic outlook. The release, however, was lower than the $2.7 billion it had set aside in the previous quarter.\nOverall revenue, net of interest expense, dropped 4% to $21.5 billion.\nBank of America shares fell 2% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167116274,"gmtCreate":1624251745898,"gmtModify":1634008844908,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167116274","repostId":"1175906479","repostType":4,"repost":{"id":"1175906479","pubTimestamp":1624242000,"share":"https://www.laohu8.com/m/news/1175906479?lang=&edition=full","pubTime":"2021-06-21 10:20","market":"us","language":"en","title":"Apple: Winter Is Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1175906479","media":"seekingalpha","summary":"Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.I initiate Apple with a Neutral rating and a fair value of $111.42/share .In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period.</li>\n <li>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).</li>\n <li>From the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4dc5052119e6bbc5b693cf7385d8738\" tg-width=\"768\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><span>Michael M. Santiago/Getty Images NewsCompany Overview</span></p>\n<p>Apple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&amp;P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.</p>\n<p>Over the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4602be0c6fa92191baf04a7496c4e024\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Let's now take a look at each of these segments:</p>\n<p><b>1. iPhone</b></p>\n<p>From 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/916b48499e3e3ed2c0c167af3ba62bdb\" tg-width=\"607\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest10-K report</span></p>\n<p>So far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.</p>\n<blockquote>\n <i>In the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.</i>\n</blockquote>\n<p><b>2. iPad</b></p>\n<p>As it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6faf9ddb8d29d662fcaa46bbda862f48\" tg-width=\"616\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>The TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).</p>\n<p><b>3. Mac</b></p>\n<p>From 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2494d89c1d5cd70a4cf0c5fb31fb20a\" tg-width=\"614\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>The generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.</p>\n<p><b>4. Wearables, Home, and Accessories (WH&amp;A)</b></p>\n<p>The Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&amp;A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&amp;A segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e16432a1ae66aa9dda7a4f969a9cfcdf\" tg-width=\"607\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>The WH&amp;A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).</p>\n<p><b>5. Services</b></p>\n<p>Services include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af34eb1ba8fffd690a75318f8cf805f7\" tg-width=\"610\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>To date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.</p>\n<blockquote>\n <i>First, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.</i>\n</blockquote>\n<p><b>Company Analysis</b></p>\n<p>I initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&amp;D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&amp;D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&amp;D, the following metrics have been restated (all numbers in $mm).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7a2222a8e8b9088e619b0b971193a1f\" tg-width=\"569\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>It is very important to capitalize on R&amp;D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.</p>\n<p><b>Discounted Cash Flow Model</b></p>\n<p>Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2da633d931f51b493d897d9c87ecee5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Now, this time I also present along with my estimates three possible scenarios:</p>\n<ul>\n <li><i>Base Case Scenario</i>: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.</li>\n <li><i>Best Case Scenario</i>: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.</li>\n <li><i>Worst Case Scenario</i>: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.</li>\n</ul>\n<p>Finally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.</p>\n<p><b>Sensitivity Analysis</b></p>\n<p>Moreover, I also would like to provide the sensitivity analysis for the base case scenario.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95f00eba768526d07d68fd846ecf998d\" tg-width=\"640\" tg-height=\"462\" referrerpolicy=\"no-referrer\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p><b>Technical Analysis</b></p>\n<p>From the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf3e5f45dcb5e30b092c02bbf94d6f9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"><span>Source:TradingView.com</span></p>\n<p><b>Final Thoughts</b></p>\n<p>Apple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&amp;P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.</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>Apple: Winter Is Coming</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: Winter Is Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.\nI initiate Apple with a Neutral rating and a fair value of $111.42/...</p>\n\n<a href=\"https://seekingalpha.com/article/4435760-apple-stock-aapl-winter-is-coming\">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/4435760-apple-stock-aapl-winter-is-coming","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175906479","content_text":"Summary\n\nApple's stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period.\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share).\nFrom the technical analysis point of view, the stock price is following its ascending triangle pattern and it is heading to the price target of $137/share.\n\nMichael M. Santiago/Getty Images NewsCompany Overview\nApple Inc (AAPL) stock has rallied 449% in the last five years, outperforming the 102% rise in the S&P 500 over the same period. An outstanding return supported by underlying fundamentals. In particular, I would like to start the analysis with the latter.\nOver the last two decades, the dominant driver of Apple's success has been the iPhone. In 2016, iPhones accounted for 63% of total sales. This was a problem for Apple, and they knew it. The problem existed due to two main factors: first, the smartphone business was mature (with low growth rates); second, it was (and it is) a highly competitive business. However, Apple had something other competitors didn't have, a big iPhone owner base (which allows to sell more services for instance). Through the years Apple has been able to effectively diversify its revenue stream and it currently presents the structure represented below.\nSource:Author's estimates using data from the latest 10-K report\nLet's now take a look at each of these segments:\n1. iPhone\nFrom 2016 to 2020, the iPhone segment grew at a CAGR of 0.20% and it changed from representing 63.4% (2016) of total sales to 51% (\"TTM\"). I present below the growth rate for the iPhone segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest10-K report\nSo far this year the iPhone segment is showing a growth rate of 18.5% TTM, fueled by the new family of iPhone12 with 5G capabilities, and with interesting data coming from China. I believe that the transition to 5G will be the main driver of the growth in this segment. In this manner, I would like to report a piece of the transcript from theQ2 earnings call.\n\nIn the enterprise market, customers across many industries are accelerating their adoption of iPhone 12 and 5G as a key platform for the future of their business. Delta Airlines, for example, is putting iPhone 12 and 5G connectivity into the hands of flight attendants so they can provide the best passenger service possible as air travel rebounds.Openreach in the U.K. has started equipping tens of thousands of field engineers with iPhone 12 to speed up their deployment of broadband services to homes around the country. And UCHealth, a large health care provider in Colorado, was able to reduce per patient vaccination time from 3 minutes to only 30 seconds largely by moving from PC stations to iPhones. This has allowed their staff to rapidly scan and register new patients and vastly increase their daily vaccination capacity.\n\n2. iPad\nAs it was in the past, the iPad segment is more or less a constant number as a % of total sales, 9.6% in 2016 vs 9.1% TTM. From 2016 to 2020, the iPad segment grew at a CAGR of 3.56% (with an improving overall trend). I present below the growth rate for the iPad segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe TTM numbers show us an interesting picture with a growth rate of 24.9% TTM for the iPad segment which are driven by 3 factors: the M1 chip, the new 5G capabilities, and the fact that we were all at home. I see a lot of ways in which this new generation of iPads can be implemented. However, I also have to admit that there is a big player swimming in the same sea, the new 2-1 Laptops. The new 2-1 Laptops are a very interesting solution for those looking to have the best of the two worlds. In this last view, the iPad segment may represent a lower % of total sales, around 7.8% (vs current 9.1%).\n3. Mac\nFrom 2016 to 2020, the Mac segment grew at a CAGR of 5.81%, and also here, as it is for the iPad segment, the Mac segment represents a more or less constant number as % of total sales 10.6% in 2016 vs 10.4% TTM. I present below the growth rate for the Mac segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe generation of new Macs powered by the M1 chip seems to be appreciated by the customers, in fact, the Mac segment presents a growth rate of 18.4% TTM so far this year. I personally tried this new generation of Macs and I have to admit, Apple knows very well how to delight its customers. Personal PCs are a highly competitive market and, even if I like and I use Apple products, I prefer to work with a Lenovo.\n4. Wearables, Home, and Accessories (WH&A)\nThe Wearables, Home, and Accessories segment includes sales of AirPods, Apple TV, Apple Watch, Beats products, HomePod, etc. This is where it gets interesting. From 2016 to 2020, the WH&A segment grew at a CAGR of 28.78%, and it changed from representing only 5.2% of total sales in 2016 to represent 10.8% TTM. I present below the growth rate for the WH&A segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nThe WH&A segment is showing a growth rate of 14.7% TTM driven by a strong performance from both Apple Watch Series 6 and Apple Watch SE. Apple Watch may have a very bright future in the years ahead, driven by Apple entering into the healthcare market. In fact, it can be used to monitor the health status of the person. Imagine you being close to having a heart attack, your Apple Watch may call an ambulance and save your life, not bad no? Finally, let's don't forget also the launch of Apple TV 4K and of the newest accessory, AirTag (I don't see a market for the latter, but I may be wrong).\n5. Services\nServices include sales from the Company’s advertising, AppleCare, digital content, and other services. From 2016 to 2020, the Services segment grew at a CAGR of 21.9% and it changed from representing 11.3% of total sales in 2016 to represent 18.6% TTM. I present below the growth rate for the Services segment over the last 5 years (2016-TTM).\nSource:Author's estimates using data from the latest 10-K report\nTo date, the Services segment is showing a growth rate of 12.3% TTM. The growth is driven by App Store, Cloud Services, Music, Advertising, and Payment Services. The new services, Apple TV+, Apple Arcade, Apple News+, and Apple Card, are also starting to contribute to overall services growth, and continue to add users, content, and features. I believe that in the future, the Services segment will be the company's dominant segment. Below I present an interesting part I extrapolated from theQ4 earnings call.\n\nFirst, our installed base continues to grow and is at an all-time high across each major product category. Second, the number of both transacting and paid accounts on our digital content stores reached a new all-time high during the September quarter, with paid accounts increasing double digits in each of our geographic segments.Third, paid subscriptions grew more than 35 million sequentially, and we now have over 585 million paid subscriptions across the services on our platform, up 135 million from just a year ago. With this momentum, we are very confident to reach and exceed our increased target of 600 million paid subscriptions before the end of calendar 2020.\n\nCompany Analysis\nI initiate Apple with a Neutral rating and a fair value of $111.42/share (vs. the current price of $131.7/share). The fair value is an algorithm-adjusted value that accounts for different factors, fundamental and technical (e.g. DCF fair value, Momentum, etc.), and so it takes into consideration the Mr. Market mood. At the same time, the fair value which I obtained through the DCF model is equal to $105.68/share. Now before showing the results, the numbers used as the base are the trailing twelve-month numbers. Moreover, I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. I don't believe that in the case of Apple, R&D is an operating expense and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nIt is very important to capitalize on R&D expense, if we don't, we are just keeping the company's biggest asset off-balance sheet.\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nNow, this time I also present along with my estimates three possible scenarios:\n\nBase Case Scenario: The above DCF model represents my base case scenario. In the base case scenario, I assume the drivers of growth to be: the iPhone segment (driven by 5G transition), the Services segment (driven by a broader customer base), and the new powered M1 Macs segment. Under this scenario, I assume a Y1 growth rate of 12%, a CAGR Y2-Y5 of 7.1%, and a target operating margin in Y10 of 27%. The DCF fair value under this scenario is $105.68/share.\nBest Case Scenario: The business is booming! In the best-case scenario, I see again as the main drivers the one which I described for the base case scenario, however, in addition, I see a greater market penetration in China. Over the last 5 years, we can observe a falling pattern for sales in China, however, this year sales jumped 39.7% (with the iPhone segment rising substantially). Under this scenario, I assume a Y1 growth rate of 14%, a CAGR Y2-Y5 of 9.1%, and a target operating margin in Y10 of 30%. The DCF fair value under this scenario is $130.32/share.\nWorst Case Scenario: Well, this is a scenario that I would like to call like \"mature company scenario\". Under this scenario I see Apple growing a little above the growth rate of the economy and for this reason, I assume a Y1 growth rate of 10%, a CAGR Y2-Y5 of 3.1%, and a target operating margin in Y10 of 25%. The DCF fair value under this scenario is $81.03/share.\n\nFinally, for each scenario, I see Apple entering into the health care market with its Apple Watch. As you can imagine, I assign a different likelihood of market penetration in each of these scenarios.\nSensitivity Analysis\nMoreover, I also would like to provide the sensitivity analysis for the base case scenario.\nSource:Author's estimates using data from the latest 10-K report\nTechnical Analysis\nFrom the technical analysis point of view, I don't see any problem yet. The stock price is in a bullish mode, currently within an ascending triangle pattern. As of right now, the stock price is following its pattern and it is heading to the price target of $137/share or point D, where it is likely to bounce and head back to point E. If this scenario happens, point E is usually the point where stock price bounces once again and from that point, the stock goes higher (it is just a technical analysis assumption, take it as is).\nSource:TradingView.com\nFinal Thoughts\nApple is a mature company that is able to see a problem and solve it years ahead. By looking at the fair value, computed under the base case scenario, we can argue that the stock is currently overvalued but not by that much. For what concern risks, the difference between the best-case and the worst-case scenario can be used as a proxy of risk. Taking this into consideration I don't see big reasoning to panic, however, it is also true that I see an upcoming correction for the market. Many indicators, technical and fundamental, are suggesting to me that the market is too heavy right now (even if the S&P500 may go higher, perhaps in the 4400 area). To conclude, I don't think to close out my whole Apple position, however, I will close out 60% of it once it reaches my price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166946606,"gmtCreate":1623989736305,"gmtModify":1634024505283,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Will consider","listText":"Will consider","text":"Will consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166946606","repostId":"2144742925","repostType":4,"repost":{"id":"2144742925","pubTimestamp":1623976535,"share":"https://www.laohu8.com/m/news/2144742925?lang=&edition=full","pubTime":"2021-06-18 08:35","market":"us","language":"en","title":"1 Growth Stock That Could Be Bigger Than Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742925","media":"Motley Fool","summary":"The next decade looks bright for this supercomputing company.","content":"<p>In 1999, <b>NVIDIA</b> (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.</p>\n<p>NVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than <b>Apple</b> by 2031. Here are three reasons why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaf8802c7ed003335f2860d2fb148e9\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images</span></p>\n<h2>1. The data center</h2>\n<p>Currently, NVIDIA controls over 90%&nbsp;of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.</p>\n<p>To that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in <a href=\"https://laohu8.com/S/AONE\">one</a> platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.</p>\n<p>Likewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).</p>\n<p>Finally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"</p>\n<h2><b>2. Autonomous vehicles</b></h2>\n<p>The NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.</p>\n<p>The brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from <b>Intel</b>'s&nbsp;<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d24136b7828e9c57db066423f43bfd7\" tg-width=\"700\" tg-height=\"525\"><span>The NVIDIA Orin. Image source: NVIDIA.</span></p>\n<p>While NVIDIA Orin won't ship until 2022, automakers like <b>NIO</b> &nbsp;and <b>Volvo</b> have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.</p>\n<p>Management believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.</p>\n<h2><b>3. NVIDIA Omniverse</b></h2>\n<p>This summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like <b>Autodesk</b> and <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>, enabling collaboration in a shared virtual space. This is a big deal for three reasons.</p>\n<p>First, Omniverse will accelerate AI. NVIDIA DRIVE Sim&nbsp;is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.</p>\n<p>Second, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.</p>\n<p>Third, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.</p>\n<p>Here's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.</p>\n<h2>A final word</h2>\n<p>To summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?</p>\n<p>No one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Growth Stock That Could Be Bigger Than Apple</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\">\n1 Growth Stock That Could Be Bigger Than Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742925","content_text":"In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.\nNVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than Apple by 2031. Here are three reasons why.\nImage source: Getty Images\n1. The data center\nCurrently, NVIDIA controls over 90% of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.\nTo that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in one platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.\nLikewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).\nFinally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"\n2. Autonomous vehicles\nThe NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.\nThe brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from Intel's Mobileye -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.\nThe NVIDIA Orin. Image source: NVIDIA.\nWhile NVIDIA Orin won't ship until 2022, automakers like NIO  and Volvo have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.\nManagement believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.\n3. NVIDIA Omniverse\nThis summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like Autodesk and Adobe, enabling collaboration in a shared virtual space. This is a big deal for three reasons.\nFirst, Omniverse will accelerate AI. NVIDIA DRIVE Sim is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.\nSecond, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.\nThird, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.\nHere's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.\nA final word\nTo summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?\nNo one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168911662,"gmtCreate":1623946507156,"gmtModify":1634025407656,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Like please?","listText":"Like please?","text":"Like please?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168911662","repostId":"2144742672","repostType":4,"repost":{"id":"2144742672","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623943500,"share":"https://www.laohu8.com/m/news/2144742672?lang=&edition=full","pubTime":"2021-06-17 23:25","market":"us","language":"en","title":"Facebook launches ads globally for Instagram Reels","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742672","media":"Reuters","summary":"June 17 (Reuters) - Facebook Inc is launching ads globally on its TikTok clone Instagram Reels, the ","content":"<p>June 17 (Reuters) - <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc is launching ads globally on its TikTok clone Instagram Reels, the company said on Thursday.</p>\n<p>The social media company, which is aiming to make money from its short-form video feature, began testing Instagram Reels ads in India, Brazil, Germany and Australia in April. The tests ran with brands such as BMW, Louis Vuitton, Netflix and Uber.</p>\n<p>\"We see Reels as a great way for people to discover new content on Instagram, and so ads are a natural fit,\" said Instagram's Chief Operating Officer Justin Osofsky. \"Brands of all sizes can take advantage of this new creative format in an environment where people are already being entertained.\"</p>\n<p>The company said that Reels ads, which will loop and can be up to 30 seconds long, will appear between individual Reels.</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>Facebook launches ads globally for Instagram Reels</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\">\nFacebook launches ads globally for Instagram Reels\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 17 (Reuters) - <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc is launching ads globally on its TikTok clone Instagram Reels, the company said on Thursday.</p>\n<p>The social media company, which is aiming to make money from its short-form video feature, began testing Instagram Reels ads in India, Brazil, Germany and Australia in April. The tests ran with brands such as BMW, Louis Vuitton, Netflix and Uber.</p>\n<p>\"We see Reels as a great way for people to discover new content on Instagram, and so ads are a natural fit,\" said Instagram's Chief Operating Officer Justin Osofsky. \"Brands of all sizes can take advantage of this new creative format in an environment where people are already being entertained.\"</p>\n<p>The company said that Reels ads, which will loop and can be up to 30 seconds long, will appear between individual Reels.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742672","content_text":"June 17 (Reuters) - Facebook Inc is launching ads globally on its TikTok clone Instagram Reels, the company said on Thursday.\nThe social media company, which is aiming to make money from its short-form video feature, began testing Instagram Reels ads in India, Brazil, Germany and Australia in April. The tests ran with brands such as BMW, Louis Vuitton, Netflix and Uber.\n\"We see Reels as a great way for people to discover new content on Instagram, and so ads are a natural fit,\" said Instagram's Chief Operating Officer Justin Osofsky. \"Brands of all sizes can take advantage of this new creative format in an environment where people are already being entertained.\"\nThe company said that Reels ads, which will loop and can be up to 30 seconds long, will appear between individual Reels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163136347,"gmtCreate":1623861843689,"gmtModify":1634026815580,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163136347","repostId":"2143978737","repostType":4,"repost":{"id":"2143978737","pubTimestamp":1623857100,"share":"https://www.laohu8.com/m/news/2143978737?lang=&edition=full","pubTime":"2021-06-16 23:25","market":"us","language":"en","title":"Facebook's Hardware Business Is Creeping Into Apple's Backyard","url":"https://stock-news.laohu8.com/highlight/detail?id=2143978737","media":"Motley Fool","summary":"But Apple shouldn't lose any sleep over Facebook's smartwatch plans.","content":"<p><b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b> (NASDAQ:FB) could be developing a smartwatch with two cameras, according to The Verge. The camera on the front will likely be used for video calls, while the rear camera can be detached to capture photos and videos for Facebook's family of apps.</p>\n<p>Facebook is also reportedly in talks with companies to develop accessories for attaching the camera to backpacks and other objects. Previous rumors regarding the watch suggested it will sport health-tracking features, run on a stand-alone cellular connection, and use a custom version of the Android operating system. Could this long-rumored device help Facebook challenge <b>Apple</b> (NASDAQ:AAPL) in the smartwatch market?</p>\n<h2>Why is Facebook developing a smartwatch?</h2>\n<p>Facebook generated 97% of its revenue from ads last quarter. The remaining 3% came from its \"other\" businesses, which include its Oculus virtual reality (VR) headsets and Portal smart screens. It might initially seem odd for Facebook to add a smartwatch to that lineup, but it would actually complement its previous hardware strategies.</p>\n<p>Facebook's strongest hardware business is its lineup of Oculus VR headsets. It could ship at least three million Oculus Quest 2 headsets this year, according to SuperData. That would make the stand-alone VR headset, which doesn't require a PC or phone, the clear leader of its niche market.</p>\n<p>Looking beyond VR devices, Facebook is developing augmented reality (AR) glasses that will use similar controls as its Oculus headsets. It also acquired CTRL-Labs, which is developing a wristband that can use brain signals to control computers, in late 2019. In theory, CTRL-Labs' technology could eventually enable users to control VR and AR devices with \"mind-reading\" wristbands instead of controllers in the future.</p>\n<p>Meanwhile, Facebook's Portal devices haven't gained much momentum against <b>Amazon</b> (NASDAQ:AMZN) or <b>Alphabet</b>'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google in the smart screen market. That failure likely dashed Facebook's hopes of expanding its social networking platforms beyond PCs and phones and into connected homes.</p>\n<p>When you put all those pieces together, you'll realize Facebook's smartwatch could be used to enhance control of its VR and AR devices, or to expand its social networks into the Internet of Things (IoT) and perhaps succeed where the Portal failed. Facebook could also eventually upgrade its watches with CTRL-Labs' technologies and enable users to control other IoT devices with their minds.</p>\n<h2>But let's not get ahead of ourselves... yet</h2>\n<p>Facebook has reportedly spent about $1 billion on the development of its smartwatch over the past few years, but it only initially plans to ship volumes in the low six figures.</p>\n<p>That would make Facebook a tiny smartwatch maker compared to <b>Apple</b> (NASDAQ:AAPL), which grew its Apple Watch shipments 19% to 33.9 million in 2020, according to Counterpoint Research. Apple ended the year with a whopping 40% share of the global smartwatch market.</p>\n<p>Facebook likely realizes its smartwatch will face the same three problems that plagued the Portal: a deep distrust of Facebook's brand, privacy concerns, and its late arrival into a saturated market. Google also encountered similar criticisms after its recent takeover of Fitbit.</p>\n<p>Facebook reportedly plans to launch its smartwatch next summer for about $400. But a lot could happen within the next year, and new smartwatches -- including a new version of the Apple Watch -- could easily steal Facebook's thunder. A smartwatch with two cameras could also be considered complicated and redundant, especially when smartphones and action cameras serve the same purposes.</p>\n<h2>The key takeaways</h2>\n<p>The global smartwatch market could still grow from $59 billion this year to nearly $100 billion in 2025, according to Research and Markets. That's great news for Apple, but it also suggests the market might still be big enough for newcomers like Facebook to gain a foothold.</p>\n<p>But investors should take all these rumors with a grain of salt until Facebook actually makes an official announcement. Even if Facebook's smartwatch fares better than the Portal, it probably won't generate a meaningful percentage of its revenue or reduce its overall dependence on ads.</p>\n<p>Instead, it should be considered a potential expansion of its ecosystem beyond PCs and phones, which might just complement its ongoing push into the virtual and augmented reality markets.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Facebook's Hardware Business Is Creeping Into Apple's Backyard</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\">\nFacebook's Hardware Business Is Creeping Into Apple's Backyard\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/16/facebooks-hardware-business-is-creeping-into-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook (NASDAQ:FB) could be developing a smartwatch with two cameras, according to The Verge. The camera on the front will likely be used for video calls, while the rear camera can be detached to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/facebooks-hardware-business-is-creeping-into-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://www.fool.com/investing/2021/06/16/facebooks-hardware-business-is-creeping-into-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143978737","content_text":"Facebook (NASDAQ:FB) could be developing a smartwatch with two cameras, according to The Verge. The camera on the front will likely be used for video calls, while the rear camera can be detached to capture photos and videos for Facebook's family of apps.\nFacebook is also reportedly in talks with companies to develop accessories for attaching the camera to backpacks and other objects. Previous rumors regarding the watch suggested it will sport health-tracking features, run on a stand-alone cellular connection, and use a custom version of the Android operating system. Could this long-rumored device help Facebook challenge Apple (NASDAQ:AAPL) in the smartwatch market?\nWhy is Facebook developing a smartwatch?\nFacebook generated 97% of its revenue from ads last quarter. The remaining 3% came from its \"other\" businesses, which include its Oculus virtual reality (VR) headsets and Portal smart screens. It might initially seem odd for Facebook to add a smartwatch to that lineup, but it would actually complement its previous hardware strategies.\nFacebook's strongest hardware business is its lineup of Oculus VR headsets. It could ship at least three million Oculus Quest 2 headsets this year, according to SuperData. That would make the stand-alone VR headset, which doesn't require a PC or phone, the clear leader of its niche market.\nLooking beyond VR devices, Facebook is developing augmented reality (AR) glasses that will use similar controls as its Oculus headsets. It also acquired CTRL-Labs, which is developing a wristband that can use brain signals to control computers, in late 2019. In theory, CTRL-Labs' technology could eventually enable users to control VR and AR devices with \"mind-reading\" wristbands instead of controllers in the future.\nMeanwhile, Facebook's Portal devices haven't gained much momentum against Amazon (NASDAQ:AMZN) or Alphabet's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google in the smart screen market. That failure likely dashed Facebook's hopes of expanding its social networking platforms beyond PCs and phones and into connected homes.\nWhen you put all those pieces together, you'll realize Facebook's smartwatch could be used to enhance control of its VR and AR devices, or to expand its social networks into the Internet of Things (IoT) and perhaps succeed where the Portal failed. Facebook could also eventually upgrade its watches with CTRL-Labs' technologies and enable users to control other IoT devices with their minds.\nBut let's not get ahead of ourselves... yet\nFacebook has reportedly spent about $1 billion on the development of its smartwatch over the past few years, but it only initially plans to ship volumes in the low six figures.\nThat would make Facebook a tiny smartwatch maker compared to Apple (NASDAQ:AAPL), which grew its Apple Watch shipments 19% to 33.9 million in 2020, according to Counterpoint Research. Apple ended the year with a whopping 40% share of the global smartwatch market.\nFacebook likely realizes its smartwatch will face the same three problems that plagued the Portal: a deep distrust of Facebook's brand, privacy concerns, and its late arrival into a saturated market. Google also encountered similar criticisms after its recent takeover of Fitbit.\nFacebook reportedly plans to launch its smartwatch next summer for about $400. But a lot could happen within the next year, and new smartwatches -- including a new version of the Apple Watch -- could easily steal Facebook's thunder. A smartwatch with two cameras could also be considered complicated and redundant, especially when smartphones and action cameras serve the same purposes.\nThe key takeaways\nThe global smartwatch market could still grow from $59 billion this year to nearly $100 billion in 2025, according to Research and Markets. That's great news for Apple, but it also suggests the market might still be big enough for newcomers like Facebook to gain a foothold.\nBut investors should take all these rumors with a grain of salt until Facebook actually makes an official announcement. Even if Facebook's smartwatch fares better than the Portal, it probably won't generate a meaningful percentage of its revenue or reduce its overall dependence on ads.\nInstead, it should be considered a potential expansion of its ecosystem beyond PCs and phones, which might just complement its ongoing push into the virtual and augmented reality markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160343994,"gmtCreate":1623773424618,"gmtModify":1634028452210,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160343994","repostId":"2142271199","repostType":2,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160340536,"gmtCreate":1623773398725,"gmtModify":1634028453237,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160340536","repostId":"2142271199","repostType":2,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160357390,"gmtCreate":1623773371610,"gmtModify":1634028454279,"author":{"id":"3570422324772926","authorId":"3570422324772926","name":"Rylim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570422324772926","idStr":"3570422324772926"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160357390","repostId":"2142271199","repostType":2,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}