BernardLL personal page - To The Moon

BernardLL

BernardLL

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12-15

Apple for sure

12-10

$TENCENT(00700)$ $430 will be a very difficult resistance to break and if it clears this point will be very bullish

12-09

Selling at the wrong time

Tencent Major Shareholder Prosus Sells 470K+ Shares, Slashing Stake to 23.99%

12-03

$TENCENT(00700)$ Bought in. Long term investment

12-03

High chance that Chinese govt will implement new measures to support economy recovery

11-18

$Qualcomm(QCOM)$ Will Qualcomm overtake Nvidia as the next king of chips

11-15

$Qualcomm(QCOM)$ Invest for the long term

11-13

These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3

Sorry, the original content has been removed

10-25

$CGN POWER(01816)$ Invest abit in nuclear energy

10-16

$BABA-W(09988)$ Short Baba

10-14

$XIAOMI-W(01810)$ Euphoria has ended... the selling will begin

10-10

$Amazon.com(AMZN)$ Ready to load up on this after clearing all my HK stocks

10-09

$XIAOMI-W(01810)$ Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus

10-09

$BABA-W(09988)$ The game is over... sell before it goes back to $80

10-08

$XIAOMI-W(01810)$ Sold off and take profit. Wait for next better opportunity

10-08

Let's watch how the mainlanders unleash their energy on the stock market

10-07

$XIAOMI-W(01810)$ No target price.... will only up up up

10-02

$XIAOMI-W(01810)$ Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher

10-01

Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning

09-21

The author knows better abt Apple than Warren?

Apple, the World's Most Valuable Stock, Is Still Underestimated

Go to Tiger App to see more news

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for sure","listText":"Apple for sure","text":"Apple for sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/382058930114560","isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379998406393920,"gmtCreate":1733798519445,"gmtModify":1733798523009,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> $430 will be a very difficult resistance to break and if it clears this point will be very bullish","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> $430 will be a very difficult resistance to break and if it clears this point will be very bullish","text":"$TENCENT(00700)$ $430 will be a very difficult resistance to break and if it clears this point will be very bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379998406393920","isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379775223103552,"gmtCreate":1733744031337,"gmtModify":1733744035349,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Selling at the wrong time","listText":"Selling at the wrong time","text":"Selling at the wrong time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379775223103552","repostId":"1140100608","repostType":2,"repost":{"id":"1140100608","kind":"news","pubTimestamp":1733741446,"share":"https://ttm.financial/m/news/1140100608?lang=&edition=fundamental","pubTime":"2024-12-09 18:50","market":"us","language":"en","title":"Tencent Major Shareholder Prosus Sells 470K+ Shares, Slashing Stake to 23.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140100608","media":"AASTOCKS.com","summary":"According to the shareholding disclosures from the Hong Kong Stock Exchange, Tencent's major shareholder Prosus sold 474,000 shares last Friday (6th) at an average price of approximately $410 per share, involving about $194 million.After this sale, Prosus's stake decreased from 24.01% to 23.99%.","content":"<html><head></head><body><p>According to the shareholding disclosures from the Hong Kong Stock Exchange, Tencent&#39;s major shareholder Prosus sold 474,000 shares last Friday (6th) at an average price of approximately $410 per share, involving about $194 million.</p><p>After this sale, Prosus&#39;s stake decreased from 24.01% to 23.99%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e4cbafc888bfd06605e2e56872b2adbc\" tg-width=\"1416\" tg-height=\"1822\"/></p><p></p></body></html>","source":"lsy1709109687566","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>Tencent Major Shareholder Prosus Sells 470K+ Shares, Slashing Stake to 23.99%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent Major Shareholder Prosus Sells 470K+ Shares, Slashing Stake to 23.99%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-09 18:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1402769/top-news/AAFN><strong>AASTOCKS.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>According to the shareholding disclosures from the Hong Kong Stock Exchange, Tencent's major shareholder Prosus sold 474,000 shares last Friday (6th) at an average price of approximately $410 per ...</p>\n\n<a href=\"http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1402769/top-news/AAFN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"http://www.aastocks.com/en/stocks/news/aafn-con/NOW.1402769/top-news/AAFN","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140100608","content_text":"According to the shareholding disclosures from the Hong Kong Stock Exchange, Tencent's major shareholder Prosus sold 474,000 shares last Friday (6th) at an average price of approximately $410 per share, involving about $194 million.After this sale, Prosus's stake decreased from 24.01% to 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Long term investment","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> Bought in. Long term investment","text":"$TENCENT(00700)$ Bought in. Long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377650541670800","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377611719671880,"gmtCreate":1733219885775,"gmtModify":1733220917036,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"High chance that Chinese govt will implement new measures to support economy recovery","listText":"High chance that Chinese govt will implement new measures to support economy recovery","text":"High chance that Chinese govt will implement new measures to support economy recovery","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377611719671880","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372385884217408,"gmtCreate":1731923731829,"gmtModify":1731923735228,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will Qualcomm overtake Nvidia as the next king of chips","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will Qualcomm overtake Nvidia as the next king of chips","text":"$Qualcomm(QCOM)$ Will Qualcomm overtake Nvidia as the next king of chips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372385884217408","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371172303388896,"gmtCreate":1731636413672,"gmtModify":1731636417930,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Invest for the long term","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Invest for the long term","text":"$Qualcomm(QCOM)$ Invest for the long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371172303388896","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370590932988040,"gmtCreate":1731494459627,"gmtModify":1731494463443,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3","listText":"These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3","text":"These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370590932988040","repostId":"2483071656","repostType":2,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363641977831616,"gmtCreate":1729822394244,"gmtModify":1729822801610,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01816\">$CGN POWER(01816)$</a> Invest abit in nuclear energy","listText":"<a href=\"https://ttm.financial/S/01816\">$CGN POWER(01816)$</a> Invest abit in nuclear energy","text":"$CGN POWER(01816)$ Invest abit in nuclear energy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363641977831616","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360545065275592,"gmtCreate":1729042922757,"gmtModify":1729042926740,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> Short Baba","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> Short Baba","text":"$BABA-W(09988)$ Short Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360545065275592","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359881175724312,"gmtCreate":1728869608557,"gmtModify":1728869612327,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Euphoria has ended... the selling will begin","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Euphoria has ended... the selling will begin","text":"$XIAOMI-W(01810)$ Euphoria has ended... the selling will begin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359881175724312","isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358555312750832,"gmtCreate":1728563222345,"gmtModify":1728563226474,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ready to load up on this after clearing all my HK stocks","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ready to load up on this after clearing all my HK stocks","text":"$Amazon.com(AMZN)$ Ready to load up on this after clearing all my HK stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358555312750832","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358147109875776,"gmtCreate":1728475042190,"gmtModify":1728479231645,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus&nbsp;","text":"$XIAOMI-W(01810)$ Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358147109875776","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"content":"ok I'm holding the long term so no difference for me","text":"ok I'm holding the long term so no difference for me","html":"ok I'm holding the long term so no difference for me"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358011955356032,"gmtCreate":1728442047977,"gmtModify":1728442051808,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> The game is over... sell before it goes back to $80","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> The game is over... sell before it goes back to $80","text":"$BABA-W(09988)$ The game is over... sell before it goes back to $80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358011955356032","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357800357691520,"gmtCreate":1728374024110,"gmtModify":1728374028307,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Sold off and take profit. Wait for next better opportunity&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Sold off and take profit. Wait for next better opportunity&nbsp;","text":"$XIAOMI-W(01810)$ Sold off and take profit. Wait for next better opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357800357691520","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357774501974408,"gmtCreate":1728349377401,"gmtModify":1728349380907,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Let's watch how the mainlanders unleash their energy on the stock market","listText":"Let's watch how the mainlanders unleash their energy on the stock market","text":"Let's watch how the mainlanders unleash their energy on the stock market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357774501974408","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357428394795072,"gmtCreate":1728272265041,"gmtModify":1728272269086,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> No target price.... will only up up up","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> No target price.... will only up up up","text":"$XIAOMI-W(01810)$ No target price.... will only up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357428394795072","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355698346942880,"gmtCreate":1727843826654,"gmtModify":1727843831269,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher","text":"$XIAOMI-W(01810)$ Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355698346942880","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355495159484776,"gmtCreate":1727792896392,"gmtModify":1727793979042,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning&nbsp;","listText":"Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning&nbsp;","text":"Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/355495159484776","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351709128552728,"gmtCreate":1726909286767,"gmtModify":1726909291031,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"The author knows better abt Apple than Warren?","listText":"The author knows better abt Apple than Warren?","text":"The author knows better abt Apple than Warren?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351709128552728","repostId":"2469298223","repostType":2,"repost":{"id":"2469298223","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726882200,"share":"https://ttm.financial/m/news/2469298223?lang=&edition=fundamental","pubTime":"2024-09-21 09:30","market":"sh","language":"en","title":"Apple, the World's Most Valuable Stock, Is Still Underestimated","url":"https://stock-news.laohu8.com/highlight/detail?id=2469298223","media":"Dow Jones","summary":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Ap","content":"<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, the World's Most Valuable Stock, Is Still Underestimated</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, the World's Most Valuable Stock, Is Still Underestimated\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-21 09:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0079474960.USD":"联博美国增长基金A","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4577":"网络游戏","BK4501":"段永平概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4579":"人工智能","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4550":"红杉资本持仓","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4551":"寇图资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4507":"流媒体概念","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4504":"桥水持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4528":"SaaS概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","AAPL":"苹果","BK4571":"数字音乐概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469298223","content_text":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Apple fans. For investors, it's more complicated.The skilled folks on the Dow Jones Market Data team have tracked Apple's stock around every iPhone release. By now, there's an ample sample size across 17 years.The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.Day traders are free to short the iPhone launch, but everyone else should go long -- way long.Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.All of this confirms what I've observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market's largest company remains one of its most underestimated.This past week, one tech newsletter I regularly read bemoaned Apple's \"listless hardware innovation,\" citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.I get it -- there's heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don't generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.I won't argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple's total revenue to 52%. Apple's business -- and stock -- can now work without heroic numbers from the iPhone.This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn't a game changer, but it's a sneak peek into a future where Macs and iPhones fully converge. The new \"iPhone Mirroring\" feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.Today, this is mostly an excuse not to reach for my phone. But there's a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I'd expect to see that in a future macOS release.As investors fret about the latest iPhones, others worry about Apple's ability to compete in artificial intelligence. This isn't new. \"Investors have all but given up on Apple and AI. And that feels like a major oversight,\" I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.That day turned out to be a bottom for Apple stock. I won't take too much credit, but from that point on, investors slowly began to embrace Apple's AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world's largest company by market value.Today, the sentiment has turned again. It isn't just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple's AI. Apple Intelligence's launch has been delayed until next month, and some of the more momentous features won't come until next year.Apple's AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn't just producing AI. It's producing AI that's made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.It's difficult to know what impact the negativity is having on Apple's stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year's earnings estimate. But record levels haven't been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That's the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.Apple has gotten comfortable being underestimated. For investors, it's an evergreen opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":336865036824848,"gmtCreate":1723278604086,"gmtModify":1723278607492,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?","text":"$XIAOMI-W(01810)$ Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/336865036824848","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254691823218960,"gmtCreate":1703217276228,"gmtModify":1703217278748,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v>Why the sudden sell off?","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v>Why the sudden sell off?","text":"$TENCENT(00700)$ Why the sudden sell off?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/254691823218960","isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"content":"Yes, the news just came out. But the selling off happen earlier","text":"Yes, the news just came out. But the selling off happen earlier","html":"Yes, the news just came out. But the selling off happen earlier"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949667389,"gmtCreate":1678611928242,"gmtModify":1678611932416,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Get ready for the big storm ahead","listText":"Get ready for the big storm ahead","text":"Get ready for the big storm ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949667389","repostId":"2318857796","repostType":2,"repost":{"id":"2318857796","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1678601805,"share":"https://ttm.financial/m/news/2318857796?lang=&edition=fundamental","pubTime":"2023-03-12 14:16","market":"us","language":"en","title":"20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB","url":"https://stock-news.laohu8.com/highlight/detail?id=2318857796","media":"Dow Jones","summary":"SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big l","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cash</p><p>Silicon Valley Bank has failed following a run on deposits, after its parent company&#39;s share price crashed a record 60% on Thursday.</p><p>Trading of <a href=\"https://laohu8.com/S/SIVBP\">SVB Financial Group</a>&#39;s <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was &#34;monitoring very carefully.&#34; Reaction poured in from several analysts who discussed the bank&#39;s liquidity risk.</p><p>California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.</p><p>Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB&#39;s crisis.</p><p>Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.</p><h3>First, a quick look at SVB</h3><p>Some media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.</p><p>One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank&#39;s loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because &#34;client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.&#34;</p><p>SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn&#39;t completed.</p><p>So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.</p><h3>Unrealized losses on securities</h3><p>Banks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.</p><p>The securities investments are held in two buckets:</p><p>In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council&#39;s National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.</p><p>Here&#39;s how accumulated other comprehensive income (AOCI) is defined in the report: &#34;Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.&#34;</p><p>In other words, it was mostly unrealized losses on SVB&#39;s available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling &#34;substantially all&#34; of these securities on March 8.</p><p>The list of 10 banks with unfavorable interest margin trends</p><p>On the regulatory call reports, AOCI is added to regulatory capital. Since SVB&#39;s AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company&#39;s total equity capital. So a fair way to gauge the negative AOCI to the bank&#39;s total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.</p><p>Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here&#39;s the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:</p><p><img src=\"https://static.tigerbbs.com/12eb7c2420e69b60c526a6b6ef79626d\" tg-width=\"887\" tg-height=\"715\" width=\"100%\" height=\"auto\"/></p><p>Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.</p><p>To be sure, these numbers don&#39;t mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.</p><h3>Banks with the highest percentage of negative AOCI to capital</h3><p>There are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:</p><p><img src=\"https://static.tigerbbs.com/8c786a5e88cfaa8510ac5458b4a31b86\" tg-width=\"884\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/6bbd38b51d92ae37f23e7fbff46e9c08\" tg-width=\"879\" tg-height=\"668\" width=\"100%\" height=\"auto\"/>Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact <a href=\"https://laohu8.com/S/CMA\">Comerica Inc.</a>, which tops the list, also improved its interest margin the most over the past four quarters, as shown here.</p><p>But it is interesting to note that <a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.</p><p>Another bank on the list facing concern among depositors is <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.</p><p>Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB</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\">\n20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-12 14:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cash</p><p>Silicon Valley Bank has failed following a run on deposits, after its parent company&#39;s share price crashed a record 60% on Thursday.</p><p>Trading of <a href=\"https://laohu8.com/S/SIVBP\">SVB Financial Group</a>&#39;s <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was &#34;monitoring very carefully.&#34; Reaction poured in from several analysts who discussed the bank&#39;s liquidity risk.</p><p>California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.</p><p>Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB&#39;s crisis.</p><p>Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.</p><h3>First, a quick look at SVB</h3><p>Some media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.</p><p>One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank&#39;s loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because &#34;client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.&#34;</p><p>SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn&#39;t completed.</p><p>So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.</p><h3>Unrealized losses on securities</h3><p>Banks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.</p><p>The securities investments are held in two buckets:</p><p>In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council&#39;s National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.</p><p>Here&#39;s how accumulated other comprehensive income (AOCI) is defined in the report: &#34;Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.&#34;</p><p>In other words, it was mostly unrealized losses on SVB&#39;s available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling &#34;substantially all&#34; of these securities on March 8.</p><p>The list of 10 banks with unfavorable interest margin trends</p><p>On the regulatory call reports, AOCI is added to regulatory capital. Since SVB&#39;s AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company&#39;s total equity capital. So a fair way to gauge the negative AOCI to the bank&#39;s total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.</p><p>Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here&#39;s the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:</p><p><img src=\"https://static.tigerbbs.com/12eb7c2420e69b60c526a6b6ef79626d\" tg-width=\"887\" tg-height=\"715\" width=\"100%\" height=\"auto\"/></p><p>Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.</p><p>To be sure, these numbers don&#39;t mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.</p><h3>Banks with the highest percentage of negative AOCI to capital</h3><p>There are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:</p><p><img src=\"https://static.tigerbbs.com/8c786a5e88cfaa8510ac5458b4a31b86\" tg-width=\"884\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/6bbd38b51d92ae37f23e7fbff46e9c08\" tg-width=\"879\" tg-height=\"668\" width=\"100%\" height=\"auto\"/>Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact <a href=\"https://laohu8.com/S/CMA\">Comerica Inc.</a>, which tops the list, also improved its interest margin the most over the past four quarters, as shown here.</p><p>But it is interesting to note that <a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.</p><p>Another bank on the list facing concern among depositors is <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.</p><p>Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","BK4166":"消费信贷","BK4588":"碎股","CRCT":"Cricut, Inc.","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","ALLY":"Ally Financial Inc.","BOLT":"Bolt Biotherapeutics, Inc.","KEY":"KeyCorp","BK4548":"巴美列捷福持仓","SBNY":"签字银行","LU1861217088.USD":"贝莱德金融科技A2","TERN":"Terns Pharmaceuticals, Inc.","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4539":"次新股","BK4191":"家用电器","BK4585":"ETF&股票定投概念","BK4211":"区域性银行","BK4139":"生物科技","BK4007":"制药"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318857796","content_text":"SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cashSilicon Valley Bank has failed following a run on deposits, after its parent company's share price crashed a record 60% on Thursday.Trading of SVB Financial Group's $(SIVB)$ stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was \"monitoring very carefully.\" Reaction poured in from several analysts who discussed the bank's liquidity risk.California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB's crisis.Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.First, a quick look at SVBSome media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank's loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because \"client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.\"SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn't completed.So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.Unrealized losses on securitiesBanks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.The securities investments are held in two buckets:In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council's National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.Here's how accumulated other comprehensive income (AOCI) is defined in the report: \"Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.\"In other words, it was mostly unrealized losses on SVB's available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling \"substantially all\" of these securities on March 8.The list of 10 banks with unfavorable interest margin trendsOn the regulatory call reports, AOCI is added to regulatory capital. Since SVB's AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company's total equity capital. So a fair way to gauge the negative AOCI to the bank's total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here's the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.To be sure, these numbers don't mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.Banks with the highest percentage of negative AOCI to capitalThere are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact Comerica Inc., which tops the list, also improved its interest margin the most over the past four quarters, as shown here.But it is interesting to note that Silvergate Capital Corp., which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.Another bank on the list facing concern among depositors is Signature Bank of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200904706220048,"gmtCreate":1690079765312,"gmtModify":1690079769194,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Do the opposite of what she's doing and u make money","listText":"Do the opposite of what she's doing and u make money","text":"Do the opposite of what she's doing and u make money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200904706220048","repostId":"1138803532","repostType":2,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837651346,"gmtCreate":1629886106385,"gmtModify":1676530162369,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02377\">$BOQI ENV(02377)$</a>Will study this company carefully","listText":"<a href=\"https://laohu8.com/S/02377\">$BOQI ENV(02377)$</a>Will study this company carefully","text":"$BOQI ENV(02377)$Will study this company carefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":2,"link":"https://ttm.financial/post/837651346","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":1,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"content":"Harvested [Great]","text":"Harvested [Great]","html":"Harvested [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254369085436200,"gmtCreate":1703138484550,"gmtModify":1703138489155,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon","listText":"It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon","text":"It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254369085436200","repostId":"1141146421","repostType":2,"repost":{"id":"1141146421","kind":"news","pubTimestamp":1703138400,"share":"https://ttm.financial/m/news/1141146421?lang=&edition=fundamental","pubTime":"2023-12-21 14:00","market":"us","language":"en","title":"What Killed the US Stock Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1141146421","media":"Bloomberg","summary":"Put trades cited as catalyst for biggest slide in three monthsLight trading, overbought conditions may have exacerbated moveThis year’s hottest derivatives trade, and perhaps also its most divisive, s","content":"<html><head></head><body><ul style=\"\"><li><p>Put trades cited as catalyst for biggest slide in three months</p></li><li><p>Light trading, overbought conditions may have exacerbated move</p></li></ul><p>This year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.</p><p style=\"text-align: start;\">With the S&amp;P 500 Index in overbought territory and turnover curtailed by looming holidays, observers suggested hefty volumes in put options that expire within 24 hours, known as 0DTE options, were sufficient to drag the market to its biggest loss in almost three months. Such trades would oblige market makers on the other side of the transactions to hedge their exposure, pushing the market lower, the argument goes.</p><p>“We have been wary of 0DTE options for quite some time,” Matthew Tym, the head of equity derivatives trading at Cantor Fitzgerald LP, wrote in a note with colleague Paolo Zanello. “Today we saw a late day selloff that, we believe, could have been caused by or certainly exacerbated by 0DTE SPX options. Certainly the market environment was ripe for it.”</p><p style=\"text-align: start;\">It was trades in put options, which give buyers the right but not the obligation to sell an underlying asset, around the 4,755-4,765 area that drew attention, they said. The S&amp;P gauge slid from as high as 4,778.01 intraday to close at 4,698.35. Its 1.5% drop from the previous close was the biggest since Sept. 26. Relative strength readings on the gauge had been hovering at levels typically seen before a decline. Wall Street’s fear gauge — the VIX — rose sharply from near multi-year lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85a9fd3db50c99a40dbea49c2ecea694\" tg-width=\"828\" tg-height=\"929\"/></p><p>Amid an explosion in trading of zero-day contracts for every weekday this year, debate continues to rage on their broader impact. For institutional investors, “zero-day-to-expiry” options offer a way to hedge short-term risk and pursue strategies based on darting in and out of positions. For retail investors, they offer a way to make big bets with little money down that can pay off quickly — or not.</p><p>While the likes of JPMorgan Chase &amp; Co.’s Marko Kolanovic have warned that the popularity of the product risks reprising past shocks such as the 2018 Volmageddon episode, Cboe Global Markets says there’s scant evidence that the buying and selling of the derivatives is destabilizing the underlying market.</p><p>Options analysis firm SpotGamma said in a post on social media platform X that 0DTE options drove the decline in the US equity benchmark. Rocky Fishman, founder of derivatives analytical company Asym 500, pointed out that the daily 0DTE volume was the highest since early October — $900 billion — which was noteworthy given the lack of specific economic news during the day.</p><p style=\"text-align: start;\">“The elevated volumes could have contributed to the selloff if the extra activity was directional option-buying,” Fishman said.</p><p>What Bloomberg’s Strategists Say...</p><blockquote><p>“There was pretty good volume in 0DTE puts today, and when we went through the 4,755-4,750 level, there was a good volume of futures to sell. In an illiquid holiday market, it seems pretty clear that the appetite to absorb the flow was scant, and we were off to the races. At the very least it has reminded the street the playing in the stock market entails two-way risk, a fact that’s been all too easy to forget over the past seven weeks or so.”</p></blockquote></body></html>","source":"lsy1584095487587","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>What Killed the US Stock Rally?</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\">\nWhat Killed the US Stock Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-12-21/fingers-point-at-vilified-zero-day-options-to-explain-stock-drop?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Put trades cited as catalyst for biggest slide in three monthsLight trading, overbought conditions may have exacerbated moveThis year’s hottest derivatives trade, and perhaps also its most divisive, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-12-21/fingers-point-at-vilified-zero-day-options-to-explain-stock-drop?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-12-21/fingers-point-at-vilified-zero-day-options-to-explain-stock-drop?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141146421","content_text":"Put trades cited as catalyst for biggest slide in three monthsLight trading, overbought conditions may have exacerbated moveThis year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.With the S&P 500 Index in overbought territory and turnover curtailed by looming holidays, observers suggested hefty volumes in put options that expire within 24 hours, known as 0DTE options, were sufficient to drag the market to its biggest loss in almost three months. Such trades would oblige market makers on the other side of the transactions to hedge their exposure, pushing the market lower, the argument goes.“We have been wary of 0DTE options for quite some time,” Matthew Tym, the head of equity derivatives trading at Cantor Fitzgerald LP, wrote in a note with colleague Paolo Zanello. “Today we saw a late day selloff that, we believe, could have been caused by or certainly exacerbated by 0DTE SPX options. Certainly the market environment was ripe for it.”It was trades in put options, which give buyers the right but not the obligation to sell an underlying asset, around the 4,755-4,765 area that drew attention, they said. The S&P gauge slid from as high as 4,778.01 intraday to close at 4,698.35. Its 1.5% drop from the previous close was the biggest since Sept. 26. Relative strength readings on the gauge had been hovering at levels typically seen before a decline. Wall Street’s fear gauge — the VIX — rose sharply from near multi-year lows.Amid an explosion in trading of zero-day contracts for every weekday this year, debate continues to rage on their broader impact. For institutional investors, “zero-day-to-expiry” options offer a way to hedge short-term risk and pursue strategies based on darting in and out of positions. For retail investors, they offer a way to make big bets with little money down that can pay off quickly — or not.While the likes of JPMorgan Chase & Co.’s Marko Kolanovic have warned that the popularity of the product risks reprising past shocks such as the 2018 Volmageddon episode, Cboe Global Markets says there’s scant evidence that the buying and selling of the derivatives is destabilizing the underlying market.Options analysis firm SpotGamma said in a post on social media platform X that 0DTE options drove the decline in the US equity benchmark. Rocky Fishman, founder of derivatives analytical company Asym 500, pointed out that the daily 0DTE volume was the highest since early October — $900 billion — which was noteworthy given the lack of specific economic news during the day.“The elevated volumes could have contributed to the selloff if the extra activity was directional option-buying,” Fishman said.What Bloomberg’s Strategists Say...“There was pretty good volume in 0DTE puts today, and when we went through the 4,755-4,750 level, there was a good volume of futures to sell. In an illiquid holiday market, it seems pretty clear that the appetite to absorb the flow was scant, and we were off to the races. At the very least it has reminded the street the playing in the stock market entails two-way risk, a fact that’s been all too easy to forget over the past seven weeks or so.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237073476722728,"gmtCreate":1698914805086,"gmtModify":1698914809648,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"The sharks already set up their positions in China heavyweights","listText":"The sharks already set up their positions in China heavyweights","text":"The sharks already set up their positions in China heavyweights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237073476722728","repostId":"2380069545","repostType":2,"repost":{"id":"2380069545","kind":"highlight","pubTimestamp":1698914048,"share":"https://ttm.financial/m/news/2380069545?lang=&edition=fundamental","pubTime":"2023-11-02 16:34","market":"hk","language":"en","title":"UBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=2380069545","media":"Seekingalpha","summary":"UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings. The analysts are positive on China's internet secto","content":"<html><head></head><body><p>UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings.</p><p>The analysts are positive on China&#39;s internet sector and see three expected tailwinds.</p><p>Firstly, undemanding valuations and improving shareholder returns. With strong free cash flow, or FCF, generation for core operations and Capital expenditure, or CAPEX, discipline, many internet companies are also stepping up their shareholder returns through buybacks and dividends, lifting return on equity, or ROE, and earnings per share, or EPS, according to the analysts.</p><p>Secondly, continuous earnings upgrades despite weak macro. The analysts said that their covered internet companies have on average seen consensus earnings upgraded by around 15% year-to-date in FY23, mainly on margin expansion. They think room for further operational enhancement (such, generative AI-related savings), spending discipline (on sales and marketing and staffing) and rational competition offer upside potential.</p><p>Lastly, supportive macro policies and relatively light investor positioning. With the Chinese government turning more pro-growth, internet companies could be one of the prime beneficiaries across their key consumer-facing businesses (such as e-commerce, advertising, online games), the analysts added.</p><p>UBS&#39; China strategy team&#39;s tracking of foreign long-only funds indicate their positions in China are already below September 2022 levels. If global investors increase their weighting, the domestic internet sector should benefit as one of China&#39;s liquid proxies, the analysts noted.</p><p>The analysts assumed coverage of Tencent, Meituan (OTCPK: MPNGF) (OTCPK: MPNGY) Alibaba, PDD and JD with Buy ratings, noting that they favor names which — are more sensitive to China&#39;s macro recovery and stimulus and have room for operational and cost optimisation, offering topline and margin upside.</p><p>They also favor names which have undemanding valuations, strong balance sheets and proactive share buybacks; are big caps which may benefit from global fund flows increasing China&#39;s position, and are potentially underappreciated opportunities in 2024, leaving room for earnings surprises.</p><p>The analysts&#39; top stock picks are Meituan, Alibaba, Tencent, EDU, Trip.com (TCOM), PDD and JD.</p><p>Alibaba (BABA) has a Strong Buy rating at Seeking Alpha&#39;s Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors&#39; average rating is Buy and the average Wall Street analysts&#39; rating is Strong Buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks</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\">\nUBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-02 16:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4027735-ubs-positive-chinas-internet-sector-alibaba-tencent-among-top-stock-picks><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings.The analysts are positive on China's internet sector...</p>\n\n<a href=\"https://seekingalpha.com/news/4027735-ubs-positive-chinas-internet-sector-alibaba-tencent-among-top-stock-picks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","89618":"京东集团-SWR","89988":"阿里巴巴-WR","00700":"腾讯控股","TCEHY":"腾讯控股ADR","09901":"新东方-S","03690":"美团-W","MPNGY":"美团ADR","BABA":"阿里巴巴","09988":"阿里巴巴-W","EDU":"新东方","09961":"携程集团-S","TCOM":"携程网","09618":"京东集团-SW","PDD":"拼多多","JD":"京东"},"source_url":"https://seekingalpha.com/news/4027735-ubs-positive-chinas-internet-sector-alibaba-tencent-among-top-stock-picks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2380069545","content_text":"UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings.The analysts are positive on China's internet sector and see three expected tailwinds.Firstly, undemanding valuations and improving shareholder returns. With strong free cash flow, or FCF, generation for core operations and Capital expenditure, or CAPEX, discipline, many internet companies are also stepping up their shareholder returns through buybacks and dividends, lifting return on equity, or ROE, and earnings per share, or EPS, according to the analysts.Secondly, continuous earnings upgrades despite weak macro. The analysts said that their covered internet companies have on average seen consensus earnings upgraded by around 15% year-to-date in FY23, mainly on margin expansion. They think room for further operational enhancement (such, generative AI-related savings), spending discipline (on sales and marketing and staffing) and rational competition offer upside potential.Lastly, supportive macro policies and relatively light investor positioning. With the Chinese government turning more pro-growth, internet companies could be one of the prime beneficiaries across their key consumer-facing businesses (such as e-commerce, advertising, online games), the analysts added.UBS' China strategy team's tracking of foreign long-only funds indicate their positions in China are already below September 2022 levels. If global investors increase their weighting, the domestic internet sector should benefit as one of China's liquid proxies, the analysts noted.The analysts assumed coverage of Tencent, Meituan (OTCPK: MPNGF) (OTCPK: MPNGY) Alibaba, PDD and JD with Buy ratings, noting that they favor names which — are more sensitive to China's macro recovery and stimulus and have room for operational and cost optimisation, offering topline and margin upside.They also favor names which have undemanding valuations, strong balance sheets and proactive share buybacks; are big caps which may benefit from global fund flows increasing China's position, and are potentially underappreciated opportunities in 2024, leaving room for earnings surprises.The analysts' top stock picks are Meituan, Alibaba, Tencent, EDU, Trip.com (TCOM), PDD and JD.Alibaba (BABA) has a Strong Buy rating at Seeking Alpha's Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors' average rating is Buy and the average Wall Street analysts' rating is Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351709128552728,"gmtCreate":1726909286767,"gmtModify":1726909291031,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"The author knows better abt Apple than Warren?","listText":"The author knows better abt Apple than Warren?","text":"The author knows better abt Apple than Warren?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351709128552728","repostId":"2469298223","repostType":2,"repost":{"id":"2469298223","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726882200,"share":"https://ttm.financial/m/news/2469298223?lang=&edition=fundamental","pubTime":"2024-09-21 09:30","market":"sh","language":"en","title":"Apple, the World's Most Valuable Stock, Is Still Underestimated","url":"https://stock-news.laohu8.com/highlight/detail?id=2469298223","media":"Dow Jones","summary":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Ap","content":"<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, the World's Most Valuable Stock, Is Still Underestimated</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, the World's Most Valuable Stock, Is Still Underestimated\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-21 09:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0079474960.USD":"联博美国增长基金A","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4577":"网络游戏","BK4501":"段永平概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4579":"人工智能","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","BK4550":"红杉资本持仓","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4551":"寇图资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4507":"流媒体概念","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4504":"桥水持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4528":"SaaS概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","AAPL":"苹果","BK4571":"数字音乐概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469298223","content_text":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Apple fans. For investors, it's more complicated.The skilled folks on the Dow Jones Market Data team have tracked Apple's stock around every iPhone release. By now, there's an ample sample size across 17 years.The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.Day traders are free to short the iPhone launch, but everyone else should go long -- way long.Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.All of this confirms what I've observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market's largest company remains one of its most underestimated.This past week, one tech newsletter I regularly read bemoaned Apple's \"listless hardware innovation,\" citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.I get it -- there's heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don't generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.I won't argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple's total revenue to 52%. Apple's business -- and stock -- can now work without heroic numbers from the iPhone.This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn't a game changer, but it's a sneak peek into a future where Macs and iPhones fully converge. The new \"iPhone Mirroring\" feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.Today, this is mostly an excuse not to reach for my phone. But there's a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I'd expect to see that in a future macOS release.As investors fret about the latest iPhones, others worry about Apple's ability to compete in artificial intelligence. This isn't new. \"Investors have all but given up on Apple and AI. And that feels like a major oversight,\" I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.That day turned out to be a bottom for Apple stock. I won't take too much credit, but from that point on, investors slowly began to embrace Apple's AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world's largest company by market value.Today, the sentiment has turned again. It isn't just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple's AI. Apple Intelligence's launch has been delayed until next month, and some of the more momentous features won't come until next year.Apple's AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn't just producing AI. It's producing AI that's made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.It's difficult to know what impact the negativity is having on Apple's stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year's earnings estimate. But record levels haven't been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That's the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.Apple has gotten comfortable being underestimated. For investors, it's an evergreen opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278537639498008,"gmtCreate":1709029990612,"gmtModify":1709029993310,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$&nbsp;</a><v-v data-views=\"1\"></v-v> Way to go","listText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$&nbsp;</a><v-v data-views=\"1\"></v-v> Way to go","text":"$BIDU-SW(09888)$ Way to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278537639498008","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256596790456416,"gmtCreate":1703679596649,"gmtModify":1703679600887,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>those who short Tencent will suffer big losses","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>those who short Tencent will suffer big losses","text":"$TENCENT(00700)$ those who short Tencent will suffer big losses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256596790456416","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251086201954584,"gmtCreate":1702308676013,"gmtModify":1702308680069,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Baba is not competitive enough&nbsp;","listText":"Baba is not competitive enough&nbsp;","text":"Baba is not competitive enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251086201954584","repostId":"2389850906","repostType":2,"repost":{"id":"2389850906","kind":"highlight","pubTimestamp":1702283458,"share":"https://ttm.financial/m/news/2389850906?lang=&edition=fundamental","pubTime":"2023-12-11 16:30","market":"us","language":"en","title":"China Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2389850906","media":"Seekingalpha","summary":"PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.PDD's success is attributed to its focus on bargains and its","content":"<html><head></head><body><ul style=\"\"><li><p>PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.</p></li><li><p>PDD&#39;s success is attributed to its focus on bargains and its innovative group-buying model, particularly appealing to price-conscious consumers in smaller cities.</p></li><li><p>PDD&#39;s international expansion, driven by its success with Temu, its international business, has contributed to its rapid rise and investor optimism.</p></li></ul><p>After years of dominance by the duo of Alibaba (BABA) and JD.com (JD), China suddenly has a new top kid on its e-commerce block.</p><p><strong>PDD Holdings Inc. (NASDAQ: PDD) </strong>has emerged as the new favorite in that fiercely competitive landscape, after surpassing a slumping Alibaba in terms of valuation last week. As of Thursday’s market close, PDD was the leader with a value of $186 billion, just ahead of Alibaba’s $185 billion and well in front of JD.com’s $42 billion. The watershed moment capped years of stellar performance by PDD, better known in China as Pinduoduo.</p><p>The 8-year-old upstart’s passing of veteran Alibaba came after PDD reported turbo-charged <strong>third-quarter earnings</strong> that included a revenue surge of over 90%, and 45% profit growth.</p><p>PDD’s rapid rise owes to its laser focus on bargains and an innovative group-buying model that resonates with price-conscious consumers, especially in China’s less affluent smaller cities. While multiple factors underlie its success, PDD’s red-hot international expansion is the main driver behind its latest surge. That contrasts even more strongly with Alibaba’s more checkered record of achieving success outside China.</p><p>Before examining PDD’s overseas growth in more detail, we should note that Alibaba’s fall from grace owes in no small part to China’s crackdown on the entire internet sector – making PDD’s story even more remarkable. A 2020 speech by Alibaba founder Jack Ma criticizing Chinese regulators is generally seen as the starting point for a crackdown on the company, which later spread to other major internet players, for anti-competitive practices.</p><p>Alibaba has largely limped along since then, though it excited investors with its March announcement that it would break itself up into six component parts, a move many said was made in part to address anti-monopoly concerns. But even that drive ran into trouble last month when Alibaba said it no longer planned to spin off its cloud business due to changes in the market.</p><p>While Alibaba has foundered, PDD has done just the opposite, in no small part by avoiding controversy with its strong focus on its core e-commerce business. The company’s third-quarter revenue totaled 68.8 billion yuan ($9.7 billion), about a third of Alibaba’s 224.8 billion yuan. But while the Alibaba figure grew by a modest 9% year-on-year, Pinduoduo’s nearly doubled with a 94% rise.</p><p>PDD’s shares surged 17% in the trading day of the announcement, and have held onto the gains since then, propelling it past Alibaba in terms of market value. That jump has given PDD a price-to-sales (P/S) ratio of 7.48, significantly higher than Alibaba’s 1.45. In terms of price-to-earnings (P/E) ratio, PDD also commands a ratio of 32, triple the 10 for Alibaba, according to Yahoo Finance.</p><h4 id=\"id_2936380799\">International success</h4><p>The investor optimism that lifted PDD past Alibaba is likely tied to the success of Temu, its international business. Temu <strong>has expanded swiftly</strong> since its launch in September last year, garnering over 52 million monthly active users in the U.S. alone, according to mobile app performance tracker Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>. The service is now available in 48 countries worldwide.</p><p>While PDD did not provide specific financial details for Temu in its latest earnings report, Goldman Sachs estimated the service accounted for approximately 28% of the company’s revenue in its latest quarter. The international success contrasts with Alibaba, whose older foreign operations are still relatively small as a percentage of its overall business.</p><p>PDD’s overseas success uses a page taken directly from its domestic playbook targeting price-conscious customers. That focus resonates strongly in the current environment as global shoppers&#39; grapple with high prices and inflation. And, of course, everyone always loves a good bargain.</p><p>Temu offers shoppers extremely low prices for a variety of products, such as $4 for earphones and $15 for hoodies. Those goods are shipped from China, drawing on PDD’s extensive merchant network established over its brief lifetime. The company’s tight control over this network, which helps it cut prices to the bone, gives it an edge over Alibaba.</p><p>Alibaba operates more like a marketplace, providing support to its merchants but largely letting them run their own shops. By comparison, Pinduoduo has invested heavily in direct relationships with its suppliers, giving it more control over sourcing, pricing, and inventory.</p><p>Pinduoduo appears to be employing the same strategy abroad that fueled its early growth in China – aggressively using marketing and discounts to drive expansion, prioritizing top-line growth over short-term profits. PDD was loss-making for years before becoming profitable in 2021.</p><p>Temu’s aggressive marketing approach, which includes big spending in high-profile outlets like Super Bowl commercials, means it’s likely that PDD’s international business is still unprofitable and is dragging down the company’s overall margins. However, the company can afford to subsidize its international expansion with its strong and profitable business in China.</p><p>That doesn’t mean PDD won’t face some challenges in its international expansion. As its popularity grows in the U.S., it’s already attracting unwanted political scrutiny due to tensions between China and the U.S., especially over data security concerns. In April, a U.S. Congressional commission report <strong>outlined</strong> concerns over Chinese fast fashion platforms like Temu in areas like trade practices, labor, safety and IP protections.</p><p>PDD also faces intensifying competition in the fast fashion e-commerce space from the likes of Shein, its Chinese competitor that similarly focuses on ultra-low-cost products and gained early traction in the U.S. market.</p><p>The two companies previously sued each other over the past year on issues such as disparaging remarks and allegations of monopolistic practices. They settled their suits in October, but the disputes still illustrate the competitive pressures PDD faces as it seeks to expand outside its home market. Most recently, even Amazon (AMZN.US) appeared to be joining the fray by <strong>offering</strong> unusually low fee rates for its merchants selling clothing priced below $20 – a move that looks directly aimed at both Shein and Temu.</p><p>At the end of the day, PDD’s continued success will rely on growing its business internationally as its China growth slows. This gives it a clear lead over Alibaba, though by no means assures its success as PDD faces intensifying competition on the global stage from not only established companies in other markets but also Chinese rivals.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba</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; 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}\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\">\nChina Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656839-china-has-a-new-e-commerce-top-dog-as-global-gains-lift-pdd-past-alibaba><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.PDD's success is attributed to its focus on bargains and its...</p>\n\n<a href=\"https://seekingalpha.com/article/4656839-china-has-a-new-e-commerce-top-dog-as-global-gains-lift-pdd-past-alibaba\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0918141887.USD":"安联亚洲实际收益股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4548":"巴美列捷福持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4565":"NFT概念","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","PDD":"拼多多","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4558":"双十一","IE0008368742.USD":"首域中国增长基金I Acc","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK4220":"综合零售","BK4535":"淡马锡持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4538":"云计算","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","BK4122":"互联网与直销零售","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4551":"寇图资本持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://seekingalpha.com/article/4656839-china-has-a-new-e-commerce-top-dog-as-global-gains-lift-pdd-past-alibaba","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2389850906","content_text":"PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.PDD's success is attributed to its focus on bargains and its innovative group-buying model, particularly appealing to price-conscious consumers in smaller cities.PDD's international expansion, driven by its success with Temu, its international business, has contributed to its rapid rise and investor optimism.After years of dominance by the duo of Alibaba (BABA) and JD.com (JD), China suddenly has a new top kid on its e-commerce block.PDD Holdings Inc. (NASDAQ: PDD) has emerged as the new favorite in that fiercely competitive landscape, after surpassing a slumping Alibaba in terms of valuation last week. As of Thursday’s market close, PDD was the leader with a value of $186 billion, just ahead of Alibaba’s $185 billion and well in front of JD.com’s $42 billion. The watershed moment capped years of stellar performance by PDD, better known in China as Pinduoduo.The 8-year-old upstart’s passing of veteran Alibaba came after PDD reported turbo-charged third-quarter earnings that included a revenue surge of over 90%, and 45% profit growth.PDD’s rapid rise owes to its laser focus on bargains and an innovative group-buying model that resonates with price-conscious consumers, especially in China’s less affluent smaller cities. While multiple factors underlie its success, PDD’s red-hot international expansion is the main driver behind its latest surge. That contrasts even more strongly with Alibaba’s more checkered record of achieving success outside China.Before examining PDD’s overseas growth in more detail, we should note that Alibaba’s fall from grace owes in no small part to China’s crackdown on the entire internet sector – making PDD’s story even more remarkable. A 2020 speech by Alibaba founder Jack Ma criticizing Chinese regulators is generally seen as the starting point for a crackdown on the company, which later spread to other major internet players, for anti-competitive practices.Alibaba has largely limped along since then, though it excited investors with its March announcement that it would break itself up into six component parts, a move many said was made in part to address anti-monopoly concerns. But even that drive ran into trouble last month when Alibaba said it no longer planned to spin off its cloud business due to changes in the market.While Alibaba has foundered, PDD has done just the opposite, in no small part by avoiding controversy with its strong focus on its core e-commerce business. The company’s third-quarter revenue totaled 68.8 billion yuan ($9.7 billion), about a third of Alibaba’s 224.8 billion yuan. But while the Alibaba figure grew by a modest 9% year-on-year, Pinduoduo’s nearly doubled with a 94% rise.PDD’s shares surged 17% in the trading day of the announcement, and have held onto the gains since then, propelling it past Alibaba in terms of market value. That jump has given PDD a price-to-sales (P/S) ratio of 7.48, significantly higher than Alibaba’s 1.45. In terms of price-to-earnings (P/E) ratio, PDD also commands a ratio of 32, triple the 10 for Alibaba, according to Yahoo Finance.International successThe investor optimism that lifted PDD past Alibaba is likely tied to the success of Temu, its international business. Temu has expanded swiftly since its launch in September last year, garnering over 52 million monthly active users in the U.S. alone, according to mobile app performance tracker Sensor Tower. The service is now available in 48 countries worldwide.While PDD did not provide specific financial details for Temu in its latest earnings report, Goldman Sachs estimated the service accounted for approximately 28% of the company’s revenue in its latest quarter. The international success contrasts with Alibaba, whose older foreign operations are still relatively small as a percentage of its overall business.PDD’s overseas success uses a page taken directly from its domestic playbook targeting price-conscious customers. That focus resonates strongly in the current environment as global shoppers' grapple with high prices and inflation. And, of course, everyone always loves a good bargain.Temu offers shoppers extremely low prices for a variety of products, such as $4 for earphones and $15 for hoodies. Those goods are shipped from China, drawing on PDD’s extensive merchant network established over its brief lifetime. The company’s tight control over this network, which helps it cut prices to the bone, gives it an edge over Alibaba.Alibaba operates more like a marketplace, providing support to its merchants but largely letting them run their own shops. By comparison, Pinduoduo has invested heavily in direct relationships with its suppliers, giving it more control over sourcing, pricing, and inventory.Pinduoduo appears to be employing the same strategy abroad that fueled its early growth in China – aggressively using marketing and discounts to drive expansion, prioritizing top-line growth over short-term profits. PDD was loss-making for years before becoming profitable in 2021.Temu’s aggressive marketing approach, which includes big spending in high-profile outlets like Super Bowl commercials, means it’s likely that PDD’s international business is still unprofitable and is dragging down the company’s overall margins. However, the company can afford to subsidize its international expansion with its strong and profitable business in China.That doesn’t mean PDD won’t face some challenges in its international expansion. As its popularity grows in the U.S., it’s already attracting unwanted political scrutiny due to tensions between China and the U.S., especially over data security concerns. In April, a U.S. Congressional commission report outlined concerns over Chinese fast fashion platforms like Temu in areas like trade practices, labor, safety and IP protections.PDD also faces intensifying competition in the fast fashion e-commerce space from the likes of Shein, its Chinese competitor that similarly focuses on ultra-low-cost products and gained early traction in the U.S. market.The two companies previously sued each other over the past year on issues such as disparaging remarks and allegations of monopolistic practices. They settled their suits in October, but the disputes still illustrate the competitive pressures PDD faces as it seeks to expand outside its home market. Most recently, even Amazon (AMZN.US) appeared to be joining the fray by offering unusually low fee rates for its merchants selling clothing priced below $20 – a move that looks directly aimed at both Shein and Temu.At the end of the day, PDD’s continued success will rely on growing its business internationally as its China growth slows. This gives it a clear lead over Alibaba, though by no means assures its success as PDD faces intensifying competition on the global stage from not only established companies in other markets but also Chinese rivals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234029153697992,"gmtCreate":1698144969929,"gmtModify":1698144972656,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Alot of people feeling bearish and fearful. Time for me to be greedy now","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Alot of people feeling bearish and fearful. Time for me to be greedy now","text":"$HSI(HSI)$ Alot of people feeling bearish and fearful. Time for me to be greedy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234029153697992","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206558948655248,"gmtCreate":1691461161631,"gmtModify":1691461164404,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Have to be patient. The day will come","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Have to be patient. The day will come","text":"$HSI(HSI)$ Have to be patient. The day will come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206558948655248","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970811988,"gmtCreate":1684251826545,"gmtModify":1684251829986,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/USB\">$U.S. Bancorp(USB)$&nbsp;</a>Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now","listText":"<a href=\"https://ttm.financial/S/USB\">$U.S. Bancorp(USB)$&nbsp;</a>Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now","text":"$U.S. Bancorp(USB)$ Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970811988","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922657223,"gmtCreate":1671761558562,"gmtModify":1676538589090,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$&nbsp;</a>Observing this company","listText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$&nbsp;</a>Observing this company","text":"$PAX GLOBAL(00327)$ Observing this company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922657223","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913335134,"gmtCreate":1663908596428,"gmtModify":1676537361650,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets","listText":"HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets","text":"HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9913335134","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023794685,"gmtCreate":1652960493247,"gmtModify":1676535196565,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06088\">$FIT Hon Teng(06088)$</a>I will be studying this company. Wait for my updates","listText":"<a href=\"https://ttm.financial/S/06088\">$FIT Hon Teng(06088)$</a>I will be studying this company. Wait for my updates","text":"$FIT Hon Teng(06088)$I will be studying this company. Wait for my updates","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9023794685","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"content":"Can buy in as production starts to resume but dont expect demand to be strong. Good entry price should be below 95 cents","text":"Can buy in as production starts to resume but dont expect demand to be strong. Good entry price should be below 95 cents","html":"Can buy in as production starts to resume but dont expect demand to be strong. Good entry price should be below 95 cents"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833494831,"gmtCreate":1629253747423,"gmtModify":1676529980739,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08083\">$CHINA YOUZAN(08083)$</a>Bought in&nbsp;","listText":"<a href=\"https://laohu8.com/S/08083\">$CHINA YOUZAN(08083)$</a>Bought in&nbsp;","text":"$CHINA YOUZAN(08083)$Bought in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/833494831","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582699680917595","authorId":"3582699680917595","name":"Hett","avatar":"https://static.tigerbbs.com/538abd1cb14779c0920c643a0a0ba120","crmLevel":4,"crmLevelSwitch":0,"idStr":"3582699680917595","authorIdStr":"3582699680917595"},"content":"You bought??? Its terrible!!","text":"You bought??? Its terrible!!","html":"You bought??? Its terrible!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025899361,"gmtCreate":1653652207053,"gmtModify":1676535321230,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03838\">$CHINA STARCH(03838)$</a>for your reference&nbsp;","listText":"<a href=\"https://ttm.financial/S/03838\">$CHINA STARCH(03838)$</a>for your reference&nbsp;","text":"$CHINA STARCH(03838)$for your reference","images":[{"img":"https://community-static.tradeup.com/news/51db40c792ec1b089cdf7a957ce15cb1","width":"1196","height":"1370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025899361","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087724962016220","authorId":"4087724962016220","name":"Hangen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4087724962016220","authorIdStr":"4087724962016220"},"content":"start dropping?","text":"start dropping?","html":"start dropping?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831775260,"gmtCreate":1629354849650,"gmtModify":1676530012657,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Oversold.&nbsp;","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Oversold.&nbsp;","text":"$Alibaba(09988)$Oversold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/831775260","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}