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- WBT13WBT13
  ·2021-12-31
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  非常抱歉，此主贴已删除
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- WBT13WBT13
  ·2021-12-29
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  非常抱歉，此主贴已删除
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- WBT13WBT13
  ·2021-12-29
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- WBT13WBT13
  ·2021-12-28
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- WBT13WBT13
  ·2021-12-27
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  Santa Claus Rally watch: What to know this week
  As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any
  Santa Claus Rally watch: What to know this week
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- WBT13WBT13
  ·2021-12-26
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  Roche at-home COVID test granted FDA Emergency Use Authorization
  The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test. The te
  Roche at-home COVID test granted FDA Emergency Use Authorization
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- WBT13WBT13
  ·2021-12-24
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- WBT13WBT13
  ·2021-12-23
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  5 Stocks To Watch For December 23, 2021
  Some of the stocks that may grab investor focus today are: Banner Corporation reported a buyback of
  5 Stocks To Watch For December 23, 2021
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- WBT13WBT13
  ·2021-12-22
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  Nvidia: Data Center Will Dominate, But I'll Wait At These Prices
  Summary Nvidia's business and technology is second to none and the company has proven it can create
  Nvidia: Data Center Will Dominate, But I'll Wait At These Prices
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- WBT13WBT13
  ·2021-12-21
  👍
  Nike shares rose more than 3% in premarket trading
  Nike shares rose more than 3% in premarket trading. The company reported fiscal second-quarter earni
  Nike shares rose more than 3% in premarket trading
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07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.</p>\n<p>The S&amp;P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.</p>\n<p>The term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.</p>\n<p>According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&amp;P 500 78.9% of the time, with an average return of 1.33%.</p>\n<p>“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”</p>\n<p>And if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.</p>\n<p>\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.</p>\n<p>“Considering the bear markets of 2000 and 2008 both took place after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"</p>\n<p>And this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.</p>\n<p>\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1279eeacff5d764e6ff5b3e8f7a24f49\" tg-width=\"4000\" tg-height=\"2667\" referrerpolicy=\"no-referrer\"><span>A man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images</span></p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, October (0.9% in September); S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&amp;P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&amp;P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)</p></li>\n <li><p><b>Wednesday: </b>Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Wednesday: </b>FuelCell Energy Inc. (FCEL) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week</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\">\nSanta Claus Rally watch: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p>\n\n<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4541":"氢能源","BK4096":"电气部件与设备","FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":2091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698400839,"gmtCreate":1640483217257,"gmtModify":1640483217483,"author":{"id":"3573351657200487","authorId":"3573351657200487","name":"WBT13","avatar":"https://static.tigerbbs.com/c32eff74d0ce173f7e10df861c0ee416","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573351657200487","authorIdStr":"3573351657200487"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698400839","repostId":"1189584434","repostType":4,"repost":{"id":"1189584434","kind":"news","pubTimestamp":1640481521,"share":"https://www.laohu8.com/m/news/1189584434?lang=&edition=full","pubTime":"2021-12-26 09:18","market":"us","language":"en","title":"Roche at-home COVID test granted FDA Emergency Use Authorization","url":"https://stock-news.laohu8.com/highlight/detail?id=1189584434","media":"Seeking Alpha","summary":"The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.\nThe te","content":"<ul>\n <li>The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.</li>\n <li>The test uses a nasal swab and&nbsp;provides results in as little as 20 minutes.</li>\n <li>The test will become available next month. Roche says that it will be able to produce \"tens of millions\" of tests per month.</li>\n <li>In a study, the Roche test had a relative sensitivity of 95.3% and a relative specificity of 100%.</li>\n <li>Earlier this week, President Biden said the federal government would&nbsp;start distributing 500M at-home tests in January.</li>\n</ul>","source":"lsy1638401102509","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>Roche at-home COVID test granted FDA Emergency Use Authorization</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\">\nRoche at-home COVID test granted FDA Emergency Use Authorization\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783328-roche-at-home-covid-test-granted-fda-emergency-use-authorization><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.\nThe test uses a nasal swab and provides results in as little as 20 minutes.\nThe test will become available...</p>\n\n<a href=\"https://seekingalpha.com/news/3783328-roche-at-home-covid-test-granted-fda-emergency-use-authorization\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RHHBY":"罗氏控股"},"source_url":"https://seekingalpha.com/news/3783328-roche-at-home-covid-test-granted-fda-emergency-use-authorization","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189584434","content_text":"The FDA has grantedEmergency Use Authorization to Roche's(OTCQX:RHHBY) COVID-19 at-home test.\nThe test uses a nasal swab and provides results in as little as 20 minutes.\nThe test will become available next month. Roche says that it will be able to produce \"tens of millions\" of tests per month.\nIn a study, the Roche test had a relative sensitivity of 95.3% and a relative specificity of 100%.\nEarlier this week, President Biden said the federal government would start distributing 500M at-home tests in January.","news_type":1,"symbols_score_info":{"RHHBY":0.9}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698875005,"gmtCreate":1640354539491,"gmtModify":1640354742343,"author":{"id":"3573351657200487","authorId":"3573351657200487","name":"WBT13","avatar":"https://static.tigerbbs.com/c32eff74d0ce173f7e10df861c0ee416","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573351657200487","authorIdStr":"3573351657200487"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698875005","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698013607,"gmtCreate":1640259686416,"gmtModify":1640259686604,"author":{"id":"3573351657200487","authorId":"3573351657200487","name":"WBT13","avatar":"https://static.tigerbbs.com/c32eff74d0ce173f7e10df861c0ee416","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573351657200487","authorIdStr":"3573351657200487"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698013607","repostId":"1189102798","repostType":4,"repost":{"id":"1189102798","kind":"news","pubTimestamp":1640254392,"share":"https://www.laohu8.com/m/news/1189102798?lang=&edition=full","pubTime":"2021-12-23 18:13","market":"us","language":"en","title":"5 Stocks To Watch For December 23, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1189102798","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nBanner Corporation reported a buyback of","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li><b>Banner Corporation</b>&nbsp;reported a buyback of 1.71 million shares, which is the equivalent of around 5% of its common stock. Banner shares gained 0.6% to $58.98 in the after-hours trading session.</li>\n <li>Shares of&nbsp;<b>JD.com, Inc.</b>&nbsp;dropped over 8% in pre-market trading after Tencent said it will distribute the majority of its shares in JD.com, valued at HKD 127.7 billion ($16.4 billion), to its shareholders as an interim dividend, effectively diluting its stake in JD.Com from around 17% to about 2.3%. JD.com shares dropped 8.5% to $67.49 in the pre-market trading session.</li>\n <li><b>Mission Produce, Inc.</b>&nbsp;reported weaker-than-expected results for its fourth quarter on Wednesday. Mission Produce shares dipped 9.2% to $15.70 in the after-hours trading session.</li>\n <li><b>Arcutis Biotherapeutics, Inc.</b>&nbsp;disclosed that the FDA has accepted its new drug application for roflumilast cream for adults and adolescents with plaque psoriasis. Arcutis Biotherapeutics shares dropped 7.8% to $17.10 in the after-hours trading session.</li>\n <li>Shares of&nbsp;<b>Novavax, Inc.</b>&nbsp;surged more than 5% in pre-market trading after the company reported initial data evaluating the immune response of its COVID-19 vaccine, NVX-CoV2373, against the omicron variant as well as additional data from its ongoing Phase 2 boost study. Novavax shares climbed 5.4% to $193.12 in the pre-market trading session.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 23, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 23, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 18:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/21/12/24752215/5-stocks-to-watch-for-december-23-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:\n\nBanner Corporation reported a buyback of 1.71 million shares, which is the equivalent of around 5% of its common stock. Banner shares gained...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/12/24752215/5-stocks-to-watch-for-december-23-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVO":"Mission Produce, Inc.","JD":"京东","NVAX":"诺瓦瓦克斯医药","ARQT":"Arcutis Biotherapeutics Inc.","BANR":"邦纳"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24752215/5-stocks-to-watch-for-december-23-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189102798","content_text":"Some of the stocks that may grab investor focus today are:\n\nBanner Corporation reported a buyback of 1.71 million shares, which is the equivalent of around 5% of its common stock. Banner shares gained 0.6% to $58.98 in the after-hours trading session.\nShares of JD.com, Inc. dropped over 8% in pre-market trading after Tencent said it will distribute the majority of its shares in JD.com, valued at HKD 127.7 billion ($16.4 billion), to its shareholders as an interim dividend, effectively diluting its stake in JD.Com from around 17% to about 2.3%. JD.com shares dropped 8.5% to $67.49 in the pre-market trading session.\nMission Produce, Inc. reported weaker-than-expected results for its fourth quarter on Wednesday. Mission Produce shares dipped 9.2% to $15.70 in the after-hours trading session.\nArcutis Biotherapeutics, Inc. disclosed that the FDA has accepted its new drug application for roflumilast cream for adults and adolescents with plaque psoriasis. Arcutis Biotherapeutics shares dropped 7.8% to $17.10 in the after-hours trading session.\nShares of Novavax, Inc. surged more than 5% in pre-market trading after the company reported initial data evaluating the immune response of its COVID-19 vaccine, NVX-CoV2373, against the omicron variant as well as additional data from its ongoing Phase 2 boost study. Novavax shares climbed 5.4% to $193.12 in the pre-market trading session.","news_type":1,"symbols_score_info":{"ARQT":0.9,"AVO":0.9,"BANR":0.9,"JD":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691807265,"gmtCreate":1640158963756,"gmtModify":1640158967047,"author":{"id":"3573351657200487","authorId":"3573351657200487","name":"WBT13","avatar":"https://static.tigerbbs.com/c32eff74d0ce173f7e10df861c0ee416","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573351657200487","authorIdStr":"3573351657200487"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691807265","repostId":"1148139257","repostType":4,"repost":{"id":"1148139257","kind":"news","pubTimestamp":1640156605,"share":"https://www.laohu8.com/m/news/1148139257?lang=&edition=full","pubTime":"2021-12-22 15:03","market":"us","language":"en","title":"Nvidia: Data Center Will Dominate, But I'll Wait At These Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1148139257","media":"Seeking Alpha","summary":"Summary\n\nNvidia's business and technology is second to none and the company has proven it can create","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia's business and technology is second to none and the company has proven it can create and lead multiple markets.</li>\n <li>Data Center is set to take the reins in terms of revenue and is what investors should want; this division drives gross margins.</li>\n <li>But the stock is pricing in a long runway of growth and won't achieve it in the timeframe needed to justify the valuation.</li>\n <li>I'm content holding here but will add at $264 and below.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16229a92c1ab97cde25cb10d9bf33c38\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Mikhail Konoplev/iStock via Getty Images</span></p>\n<p>It's hard to find a company able to dominate one field in several markets. However, you can surely find companies dominating one field in one market. For example, Netflix (NFLX) dominates the streaming field in movies/shows, but not live sports or video games. Finding a company dominating in one area, such as computing power, while doing so in different markets like gaming, data center, and professional rendering is hard to come by. But, NVIDIA (NVDA) fits the bill quite nicely. Its field of specialized computing power has become unmatched, growing revenue at outsized rates by creating new technology and use cases. This is driving accelerating growth which is being rewarded handsomely in the market as its Data Center division prepares to take the company's reins. But even so, I can't justify paying for it at these lofty valuations.</p>\n<p>Don't get me wrong, I'm not only an avid Nvidia bull - with&nbsp;the record to prove it&nbsp;- but have also done very well investing in it. It has become one of my largest stock returns on a percentage basis in my investing career. And, as I will get to shortly, Nvidia's dominance is not set to wane anytime soon. But, even still, building a position above $300 has a lot more risk embedded in it as growth rates will have to extend higher for longer to match the valuation.</p>\n<p><b>Great Business Strength On Two Fronts</b></p>\n<p>Nvidia beating estimates and raising guidance is nothing new over the last several quarters. What is interesting, though, is its ability to continue growing the Gaming division during supply constraint times and seasonally weak quarters. This is apparent in the company's ability to grow Gaming revenue by 5.2% quarter-over-quarter in FQ3. Management expects this strength to continue, though. According to it, Gaming and Data Center will drive sequential growth for FQ4.</p>\n<blockquote>\n <i>We expect sequential growth to be driven by datacenter and gaming more than offsetting a decline in CMP.</i>\n</blockquote>\n<blockquote>\n Nvidia CFO,FQ3 Earnings Call\n</blockquote>\n<p>The key part is the growth in Data Center is outpacing the growth of Gaming over the last few quarters. As a result, I won't be surprised if Data Center matches or exceeds Gaming revenue for the first time since FQ2 '21 in the current quarter (FQ4 '22). And that's because Data Center growth has picked up over the last two quarters, exceeding Gaming's sequential growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5aa9ae7f41224f726f309ec9ce84a1a\" tg-width=\"640\" tg-height=\"370\" width=\"100%\" height=\"auto\"><span>(Source: Chart mine, data from Nvidia's FQ3 '22 Quarterly Revenue Trend)</span></p>\n<p>As the quarter-over-quarter lines on the secondary axis show, Data Center has accelerated growth since FQ4 '21, while Gaming growth has slowed since FQ1 '22. The large growth in FQ2 '21 has to do with the Mellanox acquisition, and because the growth I'm outlining starts in FQ4 '21, it becomes independent of Mellanox as the comparisons are Q/Q and not Y/Y. This is especially true after three quarters of nominal sequential growth between FQ3 '21 and FQ1 '22.</p>\n<p>Now, I don't expect Data Center to grow sequentially at 24% or more in FQ4 '22, but I do expect it to grow faster than Gaming. Based on what we see from recent earnings from other companies like Broadcom (AVGO) and Marvell (MRVL), data center looks to be very robust heading into the end of the year. As a result, my estimates have 14% Data Center growth and 5% Gaming growth (Q/Q). While this is a deceleration for both divisions, I've left room for Data Center to make up the $35M difference in my calculations between it and Gaming for the crown of the company, should the overall quarter outperform my estimate.</p>\n<p>Digging further, notice which division's Q/Q growth aligns with gross margins. And, more precisely, the makeup of Data Center's revenue share between it and Gaming is what is driving gross margin trends (calculated as (DC)/(DC+Gaming)), as shown below. Data Center moving into the number one position is exactly what investors should want as it drives gross margins higher. The Omniverse and Metaverse story aligns perfectly with a more significant Data Center division. And it helps Nvidia has been pushing for Data Center growth over the last several years, well before the Mellanox acquisition was announced in 2019, because the company is ahead of the curve needed in the tech industry to be ready for metaverse demands.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce95b60f491febf2a5cc611f983de1a3\" tg-width=\"640\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>(Source: Chart mine, data from Nvidia's Quarterly Press Releases)</span></p>\n<p>These are all great reasons why Nvidia is performing well on the business front and will continue to do so. There is assured strength in both of its main markets and is only seeing increasing, strong demand for GPUs in the data center and PC. As far as Nvidia's business goes, it's one of my favorites and has the greatest potential for creating new use cases and end-market demand through its ever-improving technology.</p>\n<p><b>Where Business Meets Stock</b></p>\n<p>The points I just discussed are why the stock's valuation has skyrocketed over the last several months - it's pricing in this continued growth and margins of the Data Center. However, when is the valuation too much for the market to handle?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f9cdd482c064248470e0c01e9b9ab90\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>With the price-to-sales ratio near relatively historical highs, the market is saying it expects 50% revenue growth to continue over the next three years. This, therefore, means the market is expecting consensus estimates to rise pretty significantly over the next year or so. As a result, the company would have to hit slightly above the 'High' estimate shown below for 2023 and 2024 to justify the valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cabb94994fe458be597ed0a3260763f\" tg-width=\"640\" tg-height=\"133\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p>\n<p>This isn't impossible for Nvidia, which has continued to raise the bar over the last two years, but getting to $49.50B in revenue in FY2024 (which is only a February 2023 beginning, as in a little over one year away) is not likely to happen without the ARM (ARMH) acquisition going through. At this point, it's not very likely it does, as there are mounting objections from all the key countries.</p>\n<p>As I've already outlined, Nvidia's business is strong and has quite amazing potential to push technology further than it ever has and to capitalize on it richly. The question I have with the stock at or above a 30 P/S ratio is can it drive the same returns from here as it has up to this point? The company will have to prove it can outperform even more than its track record of raising guidance and then beating guidance by more than $1B (between the guidance raise and subsequent beat of consensus) per quarter to get to the lofty 2024 numbers needed.</p>\n<p><b>Finding A Level To Add At</b></p>\n<p>I originally shared these thoughts&nbsp;with my subscribers on November 24th, when the stock traded for $326 a share. The stock is now trading around $300, lower by 8%, and while this reduces risk, the stock is still riskier than I would prefer to add to my position. With high multiple stocks being targeted for selling over the last few weeks, Nvidia is a prime target for being hit similarly.</p>\n<p>That being said, where am I comfortable to add?</p>\n<p>A 20 or below blended forward P/S ratio to start would significantly reduce risk while still granting Nvidia a multiple worthy of consistently high growth. This implies a share price of $210. I don't foresee the stock getting there unless the market fears instability for growth or we have a market correction. If you're an absolute risk-averse growth stock investor, there's your target.</p>\n<p>For those of us a little more risk-tolerant, I would put a P/S ratio of 20 against FY23's revenue estimates, which currently sits at $31.45B. This gives us a $248 target where one can add. Furthermore, adding a slight upside to the consensus estimates to account for steady beat and raises derives a $33.5B revenue estimate (still below the highest estimate for $34.40B) and equates to a share price of $264, a downside of 12% from Wednesday's levels.</p>\n<p><b>I'll Be Patient</b></p>\n<p>This doesn't mean I'm not constructive on the stock - perhaps it continues to move higher and estimates are raised over the next several months, in which case, I'm glad I'm holding. But that's exactly it; I'm holding my current position and looking to opportunistically add on dips if the market allows it. I'm bullish on the company but don't prefer the risk dished out by the current valuation.</p>\n<p>I look forward to adding if the opportunity arises, but won't be upset if the stock continues higher.</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>Nvidia: Data Center Will Dominate, But I'll Wait At These Prices</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\">\nNvidia: Data Center Will Dominate, But I'll Wait At These Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-22 15:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475654-nvidia-data-center-will-dominate-wait-these-prices><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia's business and technology is second to none and the company has proven it can create and lead multiple markets.\nData Center is set to take the reins in terms of revenue and is what ...</p>\n\n<a href=\"https://seekingalpha.com/article/4475654-nvidia-data-center-will-dominate-wait-these-prices\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4475654-nvidia-data-center-will-dominate-wait-these-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148139257","content_text":"Summary\n\nNvidia's business and technology is second to none and the company has proven it can create and lead multiple markets.\nData Center is set to take the reins in terms of revenue and is what investors should want; this division drives gross margins.\nBut the stock is pricing in a long runway of growth and won't achieve it in the timeframe needed to justify the valuation.\nI'm content holding here but will add at $264 and below.\n\nMikhail Konoplev/iStock via Getty Images\nIt's hard to find a company able to dominate one field in several markets. However, you can surely find companies dominating one field in one market. For example, Netflix (NFLX) dominates the streaming field in movies/shows, but not live sports or video games. Finding a company dominating in one area, such as computing power, while doing so in different markets like gaming, data center, and professional rendering is hard to come by. But, NVIDIA (NVDA) fits the bill quite nicely. Its field of specialized computing power has become unmatched, growing revenue at outsized rates by creating new technology and use cases. This is driving accelerating growth which is being rewarded handsomely in the market as its Data Center division prepares to take the company's reins. But even so, I can't justify paying for it at these lofty valuations.\nDon't get me wrong, I'm not only an avid Nvidia bull - with the record to prove it - but have also done very well investing in it. It has become one of my largest stock returns on a percentage basis in my investing career. And, as I will get to shortly, Nvidia's dominance is not set to wane anytime soon. But, even still, building a position above $300 has a lot more risk embedded in it as growth rates will have to extend higher for longer to match the valuation.\nGreat Business Strength On Two Fronts\nNvidia beating estimates and raising guidance is nothing new over the last several quarters. What is interesting, though, is its ability to continue growing the Gaming division during supply constraint times and seasonally weak quarters. This is apparent in the company's ability to grow Gaming revenue by 5.2% quarter-over-quarter in FQ3. Management expects this strength to continue, though. According to it, Gaming and Data Center will drive sequential growth for FQ4.\n\nWe expect sequential growth to be driven by datacenter and gaming more than offsetting a decline in CMP.\n\n\n Nvidia CFO,FQ3 Earnings Call\n\nThe key part is the growth in Data Center is outpacing the growth of Gaming over the last few quarters. As a result, I won't be surprised if Data Center matches or exceeds Gaming revenue for the first time since FQ2 '21 in the current quarter (FQ4 '22). And that's because Data Center growth has picked up over the last two quarters, exceeding Gaming's sequential growth.\n(Source: Chart mine, data from Nvidia's FQ3 '22 Quarterly Revenue Trend)\nAs the quarter-over-quarter lines on the secondary axis show, Data Center has accelerated growth since FQ4 '21, while Gaming growth has slowed since FQ1 '22. The large growth in FQ2 '21 has to do with the Mellanox acquisition, and because the growth I'm outlining starts in FQ4 '21, it becomes independent of Mellanox as the comparisons are Q/Q and not Y/Y. This is especially true after three quarters of nominal sequential growth between FQ3 '21 and FQ1 '22.\nNow, I don't expect Data Center to grow sequentially at 24% or more in FQ4 '22, but I do expect it to grow faster than Gaming. Based on what we see from recent earnings from other companies like Broadcom (AVGO) and Marvell (MRVL), data center looks to be very robust heading into the end of the year. As a result, my estimates have 14% Data Center growth and 5% Gaming growth (Q/Q). While this is a deceleration for both divisions, I've left room for Data Center to make up the $35M difference in my calculations between it and Gaming for the crown of the company, should the overall quarter outperform my estimate.\nDigging further, notice which division's Q/Q growth aligns with gross margins. And, more precisely, the makeup of Data Center's revenue share between it and Gaming is what is driving gross margin trends (calculated as (DC)/(DC+Gaming)), as shown below. Data Center moving into the number one position is exactly what investors should want as it drives gross margins higher. The Omniverse and Metaverse story aligns perfectly with a more significant Data Center division. And it helps Nvidia has been pushing for Data Center growth over the last several years, well before the Mellanox acquisition was announced in 2019, because the company is ahead of the curve needed in the tech industry to be ready for metaverse demands.\n(Source: Chart mine, data from Nvidia's Quarterly Press Releases)\nThese are all great reasons why Nvidia is performing well on the business front and will continue to do so. There is assured strength in both of its main markets and is only seeing increasing, strong demand for GPUs in the data center and PC. As far as Nvidia's business goes, it's one of my favorites and has the greatest potential for creating new use cases and end-market demand through its ever-improving technology.\nWhere Business Meets Stock\nThe points I just discussed are why the stock's valuation has skyrocketed over the last several months - it's pricing in this continued growth and margins of the Data Center. However, when is the valuation too much for the market to handle?\nData by YCharts\nWith the price-to-sales ratio near relatively historical highs, the market is saying it expects 50% revenue growth to continue over the next three years. This, therefore, means the market is expecting consensus estimates to rise pretty significantly over the next year or so. As a result, the company would have to hit slightly above the 'High' estimate shown below for 2023 and 2024 to justify the valuation.\n(Source: Seeking Alpha)\nThis isn't impossible for Nvidia, which has continued to raise the bar over the last two years, but getting to $49.50B in revenue in FY2024 (which is only a February 2023 beginning, as in a little over one year away) is not likely to happen without the ARM (ARMH) acquisition going through. At this point, it's not very likely it does, as there are mounting objections from all the key countries.\nAs I've already outlined, Nvidia's business is strong and has quite amazing potential to push technology further than it ever has and to capitalize on it richly. The question I have with the stock at or above a 30 P/S ratio is can it drive the same returns from here as it has up to this point? The company will have to prove it can outperform even more than its track record of raising guidance and then beating guidance by more than $1B (between the guidance raise and subsequent beat of consensus) per quarter to get to the lofty 2024 numbers needed.\nFinding A Level To Add At\nI originally shared these thoughts with my subscribers on November 24th, when the stock traded for $326 a share. The stock is now trading around $300, lower by 8%, and while this reduces risk, the stock is still riskier than I would prefer to add to my position. With high multiple stocks being targeted for selling over the last few weeks, Nvidia is a prime target for being hit similarly.\nThat being said, where am I comfortable to add?\nA 20 or below blended forward P/S ratio to start would significantly reduce risk while still granting Nvidia a multiple worthy of consistently high growth. This implies a share price of $210. I don't foresee the stock getting there unless the market fears instability for growth or we have a market correction. If you're an absolute risk-averse growth stock investor, there's your target.\nFor those of us a little more risk-tolerant, I would put a P/S ratio of 20 against FY23's revenue estimates, which currently sits at $31.45B. This gives us a $248 target where one can add. Furthermore, adding a slight upside to the consensus estimates to account for steady beat and raises derives a $33.5B revenue estimate (still below the highest estimate for $34.40B) and equates to a share price of $264, a downside of 12% from Wednesday's levels.\nI'll Be Patient\nThis doesn't mean I'm not constructive on the stock - perhaps it continues to move higher and estimates are raised over the next several months, in which case, I'm glad I'm holding. But that's exactly it; I'm holding my current position and looking to opportunistically add on dips if the market allows it. I'm bullish on the company but don't prefer the risk dished out by the current valuation.\nI look forward to adding if the opportunity arises, but won't be upset if the stock continues higher.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693713335,"gmtCreate":1640078195523,"gmtModify":1640078195710,"author":{"id":"3573351657200487","authorId":"3573351657200487","name":"WBT13","avatar":"https://static.tigerbbs.com/c32eff74d0ce173f7e10df861c0ee416","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573351657200487","authorIdStr":"3573351657200487"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693713335","repostId":"1194627020","repostType":4,"repost":{"id":"1194627020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640077282,"share":"https://www.laohu8.com/m/news/1194627020?lang=&edition=full","pubTime":"2021-12-21 17:01","market":"us","language":"en","title":"Nike shares rose more than 3% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1194627020","media":"Tiger Newspress","summary":"Nike shares rose more than 3% in premarket trading.\nThe company reported fiscal second-quarter earni","content":"<p>Nike&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e6ffc773c42f2aacf793dd422e5bf4f7\" tg-width=\"714\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p>\n<p>The company reported fiscal second-quarter earnings of $1.34 billion, or 83 cents a share, up from 78 cents a share a year ago. That beats the 63 cents EPS analysts were expecting.</p>\n<p>Revenue rose to $11.36 billion from $11.24 billion in the year-ago quarter compared with the $11.25 billion expected. Revenue in North America,Nike‘s (ticker: NKE) biggest market, climbed 12%, representing the highest growth of all geographies.</p>\n<p>Greater consumer demand, especially for online merchandise, helped boost results, the company said in an earnings call Monday evening. Nike digital grew 11% in the quarter and now accounts for 25% of its total revenue globally.</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>Nike shares rose more than 3% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNike shares rose more than 3% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-21 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nike&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/e6ffc773c42f2aacf793dd422e5bf4f7\" tg-width=\"714\" tg-height=\"605\" width=\"100%\" height=\"auto\"></p>\n<p>The company reported fiscal second-quarter earnings of $1.34 billion, or 83 cents a share, up from 78 cents a share a year ago. That beats the 63 cents EPS analysts were expecting.</p>\n<p>Revenue rose to $11.36 billion from $11.24 billion in the year-ago quarter compared with the $11.25 billion expected. Revenue in North America,Nike‘s (ticker: NKE) biggest market, climbed 12%, representing the highest growth of all geographies.</p>\n<p>Greater consumer demand, especially for online merchandise, helped boost results, the company said in an earnings call Monday evening. Nike digital grew 11% in the quarter and now accounts for 25% of its total revenue globally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194627020","content_text":"Nike shares rose more than 3% in premarket trading.\nThe company reported fiscal second-quarter earnings of $1.34 billion, or 83 cents a share, up from 78 cents a share a year ago. That beats the 63 cents EPS analysts were expecting.\nRevenue rose to $11.36 billion from $11.24 billion in the year-ago quarter compared with the $11.25 billion expected. Revenue in North America,Nike‘s (ticker: NKE) biggest market, climbed 12%, representing the highest growth of all geographies.\nGreater consumer demand, especially for online merchandise, helped boost results, the company said in an earnings call Monday evening. Nike digital grew 11% in the quarter and now accounts for 25% of its total revenue globally.","news_type":1,"symbols_score_info":{"NKE":0.9}},"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}