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aMaT_tRaDeR

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03-05

Stop shilling this shitty stock.

NIO Stock Is Hitting New 52-Week Lows: What's Going On?

2023-12-04

$Hut 8 Mining Corp(HUT)$ Why cant I sell this stocks???

2023-07-31

The question is , will it recapture the ATH at $74 ?

DraftKings Is Powering Toward a Big Milestone — but a Budding Threat Looms

2023-07-28

You must be joking? How much is per sq foot now? Compared just 3 yrs back

Singapore Home Prices Fell for the First Time in Three Years

2023-07-04

$500 end of year

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2023-07-04

Voo is the best

ETF Flows | 2023 ETF Inflows Top $200B at the End of June

2023-06-28

$Tesla Motors(TSLA)$ is not only in the EV business. What for next earnings report. To have more clear picture.

2023-06-28

Bubble in the marking.. With high interest loans ...waiting for recession. burst!

Homebuilder ETF Outperforms S&P 500, Industry’s Stocks Still "Cheap" in 2023 Market Rally

2023-06-24

Nah .. Nvidia, tesla will . Less than a decade

These 3 Stocks Could Triple Your Money Over the Next Decade

2023-06-21

Watch where the smart money goes to.

Bull Market "FOMO" Finally Sends Stock ETF Haul Past Bond Funds

2023-06-11

Too late bubble going to burst

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2023-06-08

Hahahha .. buy tesla better

Sorry, the original content has been removed

2023-06-08

No harm taking profits... Buy again at lower cost.

Sorry, the original content has been removed

2023-06-06

Buy Hang Seng Index !

Sorry, the original content has been removed

2023-06-02

The boat already left almost reached the peak ..

QQQ: The Tech Rally Is Just Getting Started

2023-05-26

Buy Tech Etf

Sorry, the original content has been removed

2023-05-09

Stay away from NiO Buy tesla at support much more better

NIO: 3 Catalysts For A Major Rebound

2023-05-08

Its already sky rocketed ! PE : 163

2 Reasons to Buy Nvidia Stock Before It Skyrockets

2023-04-22

$DraftKings Inc.(DKNG)$ Breaks the WKly resistance...

2023-04-19

Shitty stock ... Have been downtrends for ages

NIO's New Expansion Plans: What It Means for Investors

Go to Tiger App to see more news

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shilling this shitty stock.","listText":"Stop shilling this shitty stock.","text":"Stop shilling this shitty stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/280902954172560","repostId":"1102055634","repostType":2,"repost":{"id":"1102055634","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1709603100,"share":"https://ttm.financial/m/news/1102055634?lang=&edition=fundamental","pubTime":"2024-03-05 09:45","market":"us","language":"en","title":"NIO Stock Is Hitting New 52-Week Lows: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102055634","media":"Benzinga","summary":"ZINGER KEY POINTSNio is scheduled to report fourth-quarter financial results before the market opens on Tuesday.Last quarter, the EV maker beat EPS estimates, but missed analyst expectations on the to","content":"<html><head></head><body><h4 id=\"id_369537811\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Nio is scheduled to report fourth-quarter financial results before the market opens on Tuesday.</p></li><li><p>Last quarter, the EV maker beat EPS estimates, but missed analyst expectations on the top line.</p></li></ul><p><strong>NIO Inc</strong> shares traded lower on Monday. Here’s a look at what’s going on.</p><p style=\"text-align: start;\"><strong>What To Know:</strong> Nio is scheduled to report fourth-quarter financial results before the market opens on Tuesday. The company is expected to report a loss of 51 cents per share, according to estimates from Benzinga Pro. Last quarter, Nio beat EPS estimates, but missed analyst expectations on the top line.</p><p style=\"text-align: start;\">JPMorgan and BofA analysts have already downgraded Nio shares in 2024. Analysts at Mizuho also cut their price target on the stock from $18 to $15 this year. Despite the negative analyst changes in recent months, the current average price target for Nio stock is $24.09, according to Benzinga data.</p><p style=\"text-align: start;\">Nio reports delivery figures on a monthly basis. The EV maker already reported fourth-quarter deliveries of 50,045 vehicles, up 25% on a year-over-year basis. Nio also reported deliveries of 10,055 vehicles in January, and on Friday said it delivered 8,132 vehicles in February, which was down about 33% year-over-year.</p><p>Nio shares may also be facing selling pressure Monday after<strong> Tesla Inc’s</strong> China salesfell significantlylast month. According to new data from the China Passenger Car Association, Tesla sold just 60,365 vehicles made in China in February, down 15.51% from January and down 18.87% on a year-over-year basis.</p><p style=\"text-align: start;\">The broader EV industry has been battling headwinds in recent months amid slowing demand. Many of the legacy OEMs have pumped the brakes on electrification efforts and several other EV players have raised profitability concerns and delivered disappointing production guidance given the challenging environment for the EV space.</p><p style=\"text-align: start;\"><strong>NIO Price Action:</strong> Nio shares are down approximately 41% year-to-date. The stock closed lower 7.79% at $5.33 on Monday, according to Benzinga Pro.</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>NIO Stock Is Hitting New 52-Week Lows: What's Going On?</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\">\nNIO Stock Is Hitting New 52-Week Lows: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-03-05 09:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_369537811\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Nio is scheduled to report fourth-quarter financial results before the market opens on Tuesday.</p></li><li><p>Last quarter, the EV maker beat EPS estimates, but missed analyst expectations on the top line.</p></li></ul><p><strong>NIO Inc</strong> shares traded lower on Monday. Here’s a look at what’s going on.</p><p style=\"text-align: start;\"><strong>What To Know:</strong> Nio is scheduled to report fourth-quarter financial results before the market opens on Tuesday. The company is expected to report a loss of 51 cents per share, according to estimates from Benzinga Pro. Last quarter, Nio beat EPS estimates, but missed analyst expectations on the top line.</p><p style=\"text-align: start;\">JPMorgan and BofA analysts have already downgraded Nio shares in 2024. Analysts at Mizuho also cut their price target on the stock from $18 to $15 this year. Despite the negative analyst changes in recent months, the current average price target for Nio stock is $24.09, according to Benzinga data.</p><p style=\"text-align: start;\">Nio reports delivery figures on a monthly basis. The EV maker already reported fourth-quarter deliveries of 50,045 vehicles, up 25% on a year-over-year basis. Nio also reported deliveries of 10,055 vehicles in January, and on Friday said it delivered 8,132 vehicles in February, which was down about 33% year-over-year.</p><p>Nio shares may also be facing selling pressure Monday after<strong> Tesla Inc’s</strong> China salesfell significantlylast month. According to new data from the China Passenger Car Association, Tesla sold just 60,365 vehicles made in China in February, down 15.51% from January and down 18.87% on a year-over-year basis.</p><p style=\"text-align: start;\">The broader EV industry has been battling headwinds in recent months amid slowing demand. Many of the legacy OEMs have pumped the brakes on electrification efforts and several other EV players have raised profitability concerns and delivered disappointing production guidance given the challenging environment for the EV space.</p><p style=\"text-align: start;\"><strong>NIO Price Action:</strong> Nio shares are down approximately 41% year-to-date. The stock closed lower 7.79% at $5.33 on Monday, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102055634","content_text":"ZINGER KEY POINTSNio is scheduled to report fourth-quarter financial results before the market opens on Tuesday.Last quarter, the EV maker beat EPS estimates, but missed analyst expectations on the top line.NIO Inc shares traded lower on Monday. Here’s a look at what’s going on.What To Know: Nio is scheduled to report fourth-quarter financial results before the market opens on Tuesday. The company is expected to report a loss of 51 cents per share, according to estimates from Benzinga Pro. Last quarter, Nio beat EPS estimates, but missed analyst expectations on the top line.JPMorgan and BofA analysts have already downgraded Nio shares in 2024. Analysts at Mizuho also cut their price target on the stock from $18 to $15 this year. Despite the negative analyst changes in recent months, the current average price target for Nio stock is $24.09, according to Benzinga data.Nio reports delivery figures on a monthly basis. The EV maker already reported fourth-quarter deliveries of 50,045 vehicles, up 25% on a year-over-year basis. Nio also reported deliveries of 10,055 vehicles in January, and on Friday said it delivered 8,132 vehicles in February, which was down about 33% year-over-year.Nio shares may also be facing selling pressure Monday after Tesla Inc’s China salesfell significantlylast month. According to new data from the China Passenger Car Association, Tesla sold just 60,365 vehicles made in China in February, down 15.51% from January and down 18.87% on a year-over-year basis.The broader EV industry has been battling headwinds in recent months amid slowing demand. Many of the legacy OEMs have pumped the brakes on electrification efforts and several other EV players have raised profitability concerns and delivered disappointing production guidance given the challenging environment for the EV space.NIO Price Action: Nio shares are down approximately 41% year-to-date. The stock closed lower 7.79% at $5.33 on Monday, according to Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248473688842248,"gmtCreate":1701700545270,"gmtModify":1701700547801,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HUT\">$Hut 8 Mining Corp(HUT)$ </a>&nbsp; Why cant I sell this stocks???","listText":"<a href=\"https://ttm.financial/S/HUT\">$Hut 8 Mining Corp(HUT)$ </a>&nbsp; Why cant I sell this stocks???","text":"$Hut 8 Mining Corp(HUT)$ Why cant I sell this stocks???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/248473688842248","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"content":"i got fark by tigr... its the 5 to 1 spilts ... now Im on negative.","text":"i got fark by tigr... its the 5 to 1 spilts ... now Im on negative.","html":"i got fark by tigr... its the 5 to 1 spilts ... now Im on negative."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203722806112400,"gmtCreate":1690766181445,"gmtModify":1690766184635,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"The question is , will it recapture the ATH at $74 ?","listText":"The question is , will it recapture the ATH at $74 ?","text":"The question is , will it recapture the ATH at $74 ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203722806112400","repostId":"2355514156","repostType":2,"repost":{"id":"2355514156","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":1690764865,"share":"https://ttm.financial/m/news/2355514156?lang=&edition=fundamental","pubTime":"2023-07-31 08:54","market":"us","language":"en","title":"DraftKings Is Powering Toward a Big Milestone — but a Budding Threat Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2355514156","media":"Dow Jones","summary":"It remains to be seen what Fanatics will do with PointsBet U.S., but at the very least DraftKings will be facing a better-capitalized rival, analyst notes. DraftKings Inc. is making big strides in its business, so much so that SVB MoffettNathanson now expects the company to hit a big milestone.Analyst Robert Fishman predicts the online-gambling company will post its first quarter of profitability on the base of adjusted earnings before interest, taxes, depreciation and amortization  when it posts results next week. The feat would reflect improved market conditions as well as DraftKings'  own inroads -- the company \"is even closing the market-share gap with FanDuel in key states,\" he wrote.Fishman, however, also flagged a potential budding threat on the horizon. Fanatics outbid DraftKings for PointsBet U.S. and will look to close the deal in the months to come. He titled his note to clients: \"Is It Time To Worry About Fanatics Yet?","content":"<html><head></head><body><p>It remains to be seen what Fanatics will do with PointsBet U.S., but at the very least DraftKings will be facing a better-capitalized rival, analyst notes</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfa282c8508f9ff375d566df5c3e41e0\" alt=\"DraftKings shares have rocketed 180% so far this year.\" title=\"DraftKings shares have rocketed 180% so far this year.\" tg-width=\"700\" tg-height=\"466\"/><span>DraftKings shares have rocketed 180% so far this year.</span></p><p style=\"text-align: start;\">DraftKings Inc. is making big strides in its business, so much so that SVB MoffettNathanson now expects the company to hit a big milestone.</p><p style=\"text-align: start;\">Analyst Robert Fishman predicts the online-gambling company will post its first quarter of profitability on the base of adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) when it posts results next week. The feat would reflect improved market conditions as well as DraftKings’ own inroads — the company “is even closing the market-share gap with FanDuel in key states,” he wrote.</p><p>The FactSet consensus also calls for positive adjusted Ebitda, with analysts modeling $16 million on the metric on average.</p><p>Fishman, however, also flagged a potential budding threat on the horizon. Fanatics outbid DraftKings for PointsBet U.S. and will look to close the deal in the months to come. He titled his note to clients: “Is It Time To Worry About Fanatics Yet?”</p><p>On one hand, PointsBet U.S. is a money-bleeding entity with just 3% or so of the market, Fishman notes, but it could prove beneficial as Fanatics, known for selling sportswear and collectables, seeks to expand its empire.</p><p>“While Fanatics may still be in beta mode in its four launched states of Ohio, Massachusetts, Maryland, and Tennessee, its planned acquisition of PointsBet will provide a jumpstart in the states in which it is active,” Fishman said in his latest report.</p><p style=\"text-align: start;\">The company also brings various advantages to the table, such as its relationships with leagues and athletes. “How aggressively the company plans to use these assets and the appetite for sports fans to be open to another [online sports-betting] app remains to be seen,” Fishman said, but at the very least, incumbent leaders DraftKings and FanDuel will be up against a rival with stronger financial backing than before.</p><p style=\"text-align: start;\">Investors seem upbeat about DraftKings’ position in the world of online sports betting, sending shares up more than 180% so far this year, when factoring in a 3% rally in Friday trading. Fishman, however, is more measured, with a market-perform rating on the stock and a $25 target price that stands below its roughly $30 intraday level Friday.</p><p>Wall Street will find out more about the company’s positioning Thursday afternoon when DraftKings posts second-quarter results.</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>DraftKings Is Powering Toward a Big Milestone — but a Budding Threat Looms</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\">\nDraftKings Is Powering Toward a Big Milestone — but a Budding Threat Looms\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\">2023-07-31 08:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It remains to be seen what Fanatics will do with PointsBet U.S., but at the very least DraftKings will be facing a better-capitalized rival, analyst notes</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfa282c8508f9ff375d566df5c3e41e0\" alt=\"DraftKings shares have rocketed 180% so far this year.\" title=\"DraftKings shares have rocketed 180% so far this year.\" tg-width=\"700\" tg-height=\"466\"/><span>DraftKings shares have rocketed 180% so far this year.</span></p><p style=\"text-align: start;\">DraftKings Inc. is making big strides in its business, so much so that SVB MoffettNathanson now expects the company to hit a big milestone.</p><p style=\"text-align: start;\">Analyst Robert Fishman predicts the online-gambling company will post its first quarter of profitability on the base of adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) when it posts results next week. The feat would reflect improved market conditions as well as DraftKings’ own inroads — the company “is even closing the market-share gap with FanDuel in key states,” he wrote.</p><p>The FactSet consensus also calls for positive adjusted Ebitda, with analysts modeling $16 million on the metric on average.</p><p>Fishman, however, also flagged a potential budding threat on the horizon. Fanatics outbid DraftKings for PointsBet U.S. and will look to close the deal in the months to come. He titled his note to clients: “Is It Time To Worry About Fanatics Yet?”</p><p>On one hand, PointsBet U.S. is a money-bleeding entity with just 3% or so of the market, Fishman notes, but it could prove beneficial as Fanatics, known for selling sportswear and collectables, seeks to expand its empire.</p><p>“While Fanatics may still be in beta mode in its four launched states of Ohio, Massachusetts, Maryland, and Tennessee, its planned acquisition of PointsBet will provide a jumpstart in the states in which it is active,” Fishman said in his latest report.</p><p style=\"text-align: start;\">The company also brings various advantages to the table, such as its relationships with leagues and athletes. “How aggressively the company plans to use these assets and the appetite for sports fans to be open to another [online sports-betting] app remains to be seen,” Fishman said, but at the very least, incumbent leaders DraftKings and FanDuel will be up against a rival with stronger financial backing than before.</p><p style=\"text-align: start;\">Investors seem upbeat about DraftKings’ position in the world of online sports betting, sending shares up more than 180% so far this year, when factoring in a 3% rally in Friday trading. Fishman, however, is more measured, with a market-perform rating on the stock and a $25 target price that stands below its roughly $30 intraday level Friday.</p><p>Wall Street will find out more about the company’s positioning Thursday afternoon when DraftKings posts second-quarter results.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4150":"赌场与赌博","BK4585":"ETF&股票定投概念","BK4565":"NFT概念","DKNG":"DraftKings Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2355514156","content_text":"It remains to be seen what Fanatics will do with PointsBet U.S., but at the very least DraftKings will be facing a better-capitalized rival, analyst notesDraftKings shares have rocketed 180% so far this year.DraftKings Inc. is making big strides in its business, so much so that SVB MoffettNathanson now expects the company to hit a big milestone.Analyst Robert Fishman predicts the online-gambling company will post its first quarter of profitability on the base of adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) when it posts results next week. The feat would reflect improved market conditions as well as DraftKings’ own inroads — the company “is even closing the market-share gap with FanDuel in key states,” he wrote.The FactSet consensus also calls for positive adjusted Ebitda, with analysts modeling $16 million on the metric on average.Fishman, however, also flagged a potential budding threat on the horizon. Fanatics outbid DraftKings for PointsBet U.S. and will look to close the deal in the months to come. He titled his note to clients: “Is It Time To Worry About Fanatics Yet?”On one hand, PointsBet U.S. is a money-bleeding entity with just 3% or so of the market, Fishman notes, but it could prove beneficial as Fanatics, known for selling sportswear and collectables, seeks to expand its empire.“While Fanatics may still be in beta mode in its four launched states of Ohio, Massachusetts, Maryland, and Tennessee, its planned acquisition of PointsBet will provide a jumpstart in the states in which it is active,” Fishman said in his latest report.The company also brings various advantages to the table, such as its relationships with leagues and athletes. “How aggressively the company plans to use these assets and the appetite for sports fans to be open to another [online sports-betting] app remains to be seen,” Fishman said, but at the very least, incumbent leaders DraftKings and FanDuel will be up against a rival with stronger financial backing than before.Investors seem upbeat about DraftKings’ position in the world of online sports betting, sending shares up more than 180% so far this year, when factoring in a 3% rally in Friday trading. Fishman, however, is more measured, with a market-perform rating on the stock and a $25 target price that stands below its roughly $30 intraday level Friday.Wall Street will find out more about the company’s positioning Thursday afternoon when DraftKings posts second-quarter results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202634452799664,"gmtCreate":1690509930708,"gmtModify":1690509934544,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"You must be joking? How much is per sq foot now? Compared just 3 yrs back","listText":"You must be joking? How much is per sq foot now? Compared just 3 yrs back","text":"You must be joking? How much is per sq foot now? Compared just 3 yrs back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202634452799664","repostId":"1155322452","repostType":2,"repost":{"id":"1155322452","pubTimestamp":1690508579,"share":"https://ttm.financial/m/news/1155322452?lang=&edition=fundamental","pubTime":"2023-07-28 09:42","market":"sg","language":"en","title":"Singapore Home Prices Fell for the First Time in Three Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1155322452","media":"Bloomberg","summary":"Final government figures confirm first drop since early 2020Tax hikes, high interest rates contributed to slowdownSingapore home prices fell for the first time in three years in the second quarter, ad","content":"<html><head></head><body><ul><li><p>Final government figures confirm first drop since early 2020</p></li><li><p>Tax hikes, high interest rates contributed to slowdown</p></li></ul><p>Singapore home prices fell for the first time in three years in the second quarter, adding to signs that the property boom is starting to moderate.</p><p style=\"text-align: start;\">Private property values slid 0.2% from the previous three months, when they rose 3.3%, final Urban Redevelopment Authority figures showed Friday. That compares with a preliminary estimate of a 0.4% drop, and confirms the first decline since the start of 2020.</p><p style=\"text-align: start;\">Price momentum is finally easing after a buoyant run that saw Singapore’s red-hot property market defy a global slowdown from Paris to Shanghai. To keep a lid on apartment values, the government doubled stamp duties for foreign buyers in April to 60% — the highest among major markets. It also raised levies for second-home buyers.</p><p style=\"text-align: start;\">The tax hikes and elevated interest rates “may have reined in price growth as homebuyers purchasing for investment become price resistant and adopt a wait-and-see attitude,” said Leonard Tay, head of research at Knight Frank Singapore. He downgraded his 2023 outlook for Singapore’s private home price growth to 3% to 5%, versus the original 5% to 7% range projected at the end of last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15089e211be7228c419408b33970dc9e\" tg-width=\"942\" tg-height=\"544\"/></p><p>Despite the decline in values, developers sold 2,127 private residential units in the second quarter, compared with 1,256 sold in the previous quarter, due to more new launches.</p><p>“Demand remains underpinned by homebuyers purchasing for their own occupation,” said Tay, adding that the latest measures have most acutely affected foreign purchasers.</p><p style=\"text-align: start;\">While local demand remains undeterred, total foreign buying of private apartments in the second quarter slumped by 23% from the previous three months to the lowest since the first quarter of 2022, according to OrangeTee &amp; Tie’s analysis of caveat data as of July 18.</p><p style=\"text-align: start;\">“With more housing supply coming onstream, we estimate that overall property prices will continue stabilizing,” said Christine Sun, senior vice president of research and analytics at OrangeTee &amp; Tie. Full-year growth could slow to around 4% to 6%, versus 8.6% in 2022 and 10.6% in 2021, she said.</p></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>Singapore Home Prices Fell for the First Time in Three Years</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\">\nSingapore Home Prices Fell for the First Time in Three Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-28 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-07-28/singapore-home-prices-fall-to-three-year-low-as-boom-eases><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Final government figures confirm first drop since early 2020Tax hikes, high interest rates contributed to slowdownSingapore home prices fell for the first time in three years in the second quarter, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-28/singapore-home-prices-fall-to-three-year-low-as-boom-eases\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2023-07-28/singapore-home-prices-fall-to-three-year-low-as-boom-eases","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155322452","content_text":"Final government figures confirm first drop since early 2020Tax hikes, high interest rates contributed to slowdownSingapore home prices fell for the first time in three years in the second quarter, adding to signs that the property boom is starting to moderate.Private property values slid 0.2% from the previous three months, when they rose 3.3%, final Urban Redevelopment Authority figures showed Friday. That compares with a preliminary estimate of a 0.4% drop, and confirms the first decline since the start of 2020.Price momentum is finally easing after a buoyant run that saw Singapore’s red-hot property market defy a global slowdown from Paris to Shanghai. To keep a lid on apartment values, the government doubled stamp duties for foreign buyers in April to 60% — the highest among major markets. It also raised levies for second-home buyers.The tax hikes and elevated interest rates “may have reined in price growth as homebuyers purchasing for investment become price resistant and adopt a wait-and-see attitude,” said Leonard Tay, head of research at Knight Frank Singapore. He downgraded his 2023 outlook for Singapore’s private home price growth to 3% to 5%, versus the original 5% to 7% range projected at the end of last year.Despite the decline in values, developers sold 2,127 private residential units in the second quarter, compared with 1,256 sold in the previous quarter, due to more new launches.“Demand remains underpinned by homebuyers purchasing for their own occupation,” said Tay, adding that the latest measures have most acutely affected foreign purchasers.While local demand remains undeterred, total foreign buying of private apartments in the second quarter slumped by 23% from the previous three months to the lowest since the first quarter of 2022, according to OrangeTee & Tie’s analysis of caveat data as of July 18.“With more housing supply coming onstream, we estimate that overall property prices will continue stabilizing,” said Christine Sun, senior vice president of research and analytics at OrangeTee & Tie. Full-year growth could slow to around 4% to 6%, versus 8.6% in 2022 and 10.6% in 2021, she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194199419772928,"gmtCreate":1688451568976,"gmtModify":1688451573502,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"$500 end of year","listText":"$500 end of year","text":"$500 end of year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194199419772928","repostId":"2348954328","repostType":2,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194146719850656,"gmtCreate":1688438870581,"gmtModify":1688438874065,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Voo is the best","listText":"Voo is the best","text":"Voo is the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194146719850656","repostId":"1176700628","repostType":2,"repost":{"id":"1176700628","pubTimestamp":1688437977,"share":"https://ttm.financial/m/news/1176700628?lang=&edition=fundamental","pubTime":"2023-07-04 10:32","market":"us","language":"en","title":"ETF Flows | 2023 ETF Inflows Top $200B at the End of June","url":"https://stock-news.laohu8.com/highlight/detail?id=1176700628","media":"ETF.com","summary":"Exchange-traded fund investors are finally embracing stocks. After a middling start to the year, flows into U.S. equity ETFs picked up steam in the second quarter.By the end of June, the year-to-date ","content":"<html><head></head><body><p>Exchange-traded fund investors are finally embracing stocks. After a middling start to the year, flows into U.S. equity ETFs picked up steam in the second quarter. </p><p style=\"text-align: start;\">By the end of June, the year-to-date haul for U.S. stock ETFs reached $52.9 billion, a significant improvement compared to the $2.9 billion of outflows we saw at the end of the first quarter. </p><p style=\"text-align: start;\">For context, there was $128.8 billion of inflows for U.S. equity ETFs at the end of the first half of 2022.  </p><p style=\"text-align: start;\">Over the past several weeks, investors have plowed money into U.S. stock ETFs as the market has taken off. From a 7.5% gain at the end of March, the S&amp;P 500’s year-to-date return more than doubled to 16.8% at the end of June. </p><p style=\"text-align: start;\">Those types of gains are hard to ignore, and the narrative that stocks aren’t that compelling with risk-free Treasuries yielding close to 5% has come under strain.  </p><p>Inflows for U.S. equity ETFs are still lagging those of U.S. fixed income ETFs—$52.9 billion versus $86.7 billion—but they’re quickly catching up.  </p><p style=\"text-align: start;\">Overall inflows for U.S.-listed ETFs—which includes funds tied to stocks, bonds, commodities and more—were $200.6 billion at the end of June. That compares to $298.7 billion at the same time a year ago.  </p><p style=\"text-align: start;\">In terms of individual ETFs, the <strong>Vanguard 500 Index Fund (VOO)</strong> topped the 2023 inflows list at the end of the second quarter, with year-to-date inflows of $15.2 billion. </p><p style=\"text-align: start;\">Taking the second and third positions on the list were the <strong>iShares 20+ Year Treasury Bond ETF (TLT)</strong> and the <strong>JPMorgan Equity Premium Income ETF (JEPI)</strong>, with inflows of $11.4 billion and $9.8 billion, respectively.  </p><p style=\"text-align: start;\">Meanwhile, on the outflows side, the <strong>iShares ESG Aware MSCI USA ETF (ESGU)</strong> was the fund with the largest year-to-date outflows: $7.2 billion. </p><p style=\"text-align: start;\">Following suit were the <strong>Vanguard Short-Term Corporate Bond ETF (VCSH)</strong>, the <strong>iShares Russell 1000 Value ETF (IWD)</strong> and the <strong>Energy Select Sector SPDR Fund (XLE)</strong>. </p><p style=\"text-align: start;\"><em>For a full list of this year’s top inflows and outflows, see the tables below:</em> </p><h3>Top Gainers (June 2023)</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b97706ec74118aed0cbe4a62a94098\" tg-width=\"687\" tg-height=\"625\"/></p><h3>Top Gainers (Year-to-Date)<br/></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16fb992a1cdfcc10f71fc474b7d406ab\" tg-width=\"680\" tg-height=\"624\"/></p><h3>Biggest Losers (June 2023)</h3><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e84c482229b91de7dd79fe49122d489\" tg-width=\"679\" tg-height=\"623\"/></p><h3>Biggest Losers (Year-to-Date)<br/></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b434b58095edb49fc9a4faf0284db9\" tg-width=\"683\" tg-height=\"624\"/></p><h3>Asset Classes (June 2023)</h3><h3></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44e5b09527bf53402bdb030ede33ab42\" tg-width=\"684\" tg-height=\"688\"/></p><h3>Asset Classes (Year-to-Date)<br/></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3bc39e33465517c66668a501ccae4b16\" tg-width=\"683\" tg-height=\"694\"/></p><h3><br/></h3></body></html>","source":"lsy1658296283341","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>ETF Flows | 2023 ETF Inflows Top $200B at the End of June</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\">\nETF Flows | 2023 ETF Inflows Top $200B at the End of June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.etf.com/sections/monthly-etf-flows/2023-etf-inflows-top-200b-end-june><strong>ETF.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exchange-traded fund investors are finally embracing stocks. After a middling start to the year, flows into U.S. equity ETFs picked up steam in the second quarter. By the end of June, the year-to-date...</p>\n\n<a href=\"https://www.etf.com/sections/monthly-etf-flows/2023-etf-inflows-top-200b-end-june\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF","QQQ":"纳指100ETF","SPY":"标普500ETF"},"source_url":"https://www.etf.com/sections/monthly-etf-flows/2023-etf-inflows-top-200b-end-june","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176700628","content_text":"Exchange-traded fund investors are finally embracing stocks. After a middling start to the year, flows into U.S. equity ETFs picked up steam in the second quarter. By the end of June, the year-to-date haul for U.S. stock ETFs reached $52.9 billion, a significant improvement compared to the $2.9 billion of outflows we saw at the end of the first quarter. For context, there was $128.8 billion of inflows for U.S. equity ETFs at the end of the first half of 2022.  Over the past several weeks, investors have plowed money into U.S. stock ETFs as the market has taken off. From a 7.5% gain at the end of March, the S&P 500’s year-to-date return more than doubled to 16.8% at the end of June. Those types of gains are hard to ignore, and the narrative that stocks aren’t that compelling with risk-free Treasuries yielding close to 5% has come under strain.  Inflows for U.S. equity ETFs are still lagging those of U.S. fixed income ETFs—$52.9 billion versus $86.7 billion—but they’re quickly catching up.  Overall inflows for U.S.-listed ETFs—which includes funds tied to stocks, bonds, commodities and more—were $200.6 billion at the end of June. That compares to $298.7 billion at the same time a year ago.  In terms of individual ETFs, the Vanguard 500 Index Fund (VOO) topped the 2023 inflows list at the end of the second quarter, with year-to-date inflows of $15.2 billion. Taking the second and third positions on the list were the iShares 20+ Year Treasury Bond ETF (TLT) and the JPMorgan Equity Premium Income ETF (JEPI), with inflows of $11.4 billion and $9.8 billion, respectively.  Meanwhile, on the outflows side, the iShares ESG Aware MSCI USA ETF (ESGU) was the fund with the largest year-to-date outflows: $7.2 billion. Following suit were the Vanguard Short-Term Corporate Bond ETF (VCSH), the iShares Russell 1000 Value ETF (IWD) and the Energy Select Sector SPDR Fund (XLE). For a full list of this year’s top inflows and outflows, see the tables below: Top Gainers (June 2023)Top Gainers (Year-to-Date)Biggest Losers (June 2023)Biggest Losers (Year-to-Date)Asset Classes (June 2023)Asset Classes (Year-to-Date)","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":768453610078672,"gmtCreate":1687937122531,"gmtModify":1687937126801,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> is not only in the EV business. What for next earnings report. To have more clear picture.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> is not only in the EV business. What for next earnings report. To have more clear picture.","text":"$Tesla Motors(TSLA)$ is not only in the EV business. What for next earnings report. To have more clear picture.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/768453610078672","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":768449898004944,"gmtCreate":1687936895963,"gmtModify":1687936900789,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Bubble in the marking..&nbsp; With high interest loans ...waiting for recession. burst!","listText":"Bubble in the marking..&nbsp; With high interest loans ...waiting for recession. burst!","text":"Bubble in the marking.. With high interest loans ...waiting for recession. burst!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/768449898004944","repostId":"2346717863","repostType":2,"repost":{"id":"2346717863","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":1687931937,"share":"https://ttm.financial/m/news/2346717863?lang=&edition=fundamental","pubTime":"2023-06-28 13:58","market":"us","language":"en","title":"Homebuilder ETF Outperforms S&P 500, Industry’s Stocks Still \"Cheap\" in 2023 Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2346717863","media":"Dow Jones","summary":"‘This is not a one-trick  market,’ says DataTrekThe SPDR S&P Homebuilders ETF has widely outperformed the S&P 500 so far this year.Homebuilder stocks are relatively “cheap” even after surging this year, and represent a pocket of the U.S. equities-market rally that extends beyond the Big Tech sector as a recession does not appear imminent, according to DataTrek Research.“This is not a one-trick  market,” wrote DataTrek co-founder Nicholas Colas in a note emailed Tuesday.The SPDR S&P Homebuilders ","content":"<html><head></head><body><p>‘This is not a one-trick (Tech only) market,’ says DataTrek</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a901a1cae1c788d29255d1cef0820f2\" alt=\"The SPDR S&amp;P Homebuilders ETF has widely outperformed the S&amp;P 500 so far this year.\" title=\"The SPDR S&amp;P Homebuilders ETF has widely outperformed the S&amp;P 500 so far this year.\" tg-width=\"700\" tg-height=\"467\"/><span>The SPDR S&amp;P Homebuilders ETF has widely outperformed the S&amp;P 500 so far this year.</span></p><p>Homebuilder stocks are relatively “cheap” even after surging this year, and represent a pocket of the U.S. equities-market rally that extends beyond the Big Tech sector as a recession does not appear imminent, according to DataTrek Research.</p><p style=\"text-align: start;\">“This is not a one-trick (Tech only) market,” wrote DataTrek co-founder Nicholas Colas in a note emailed Tuesday.</p><p>The SPDR S&amp;P Homebuilders ETF has jumped almost 32% so far this year through Tuesday, according to FactSet data. Last year the ETF tanked in the broad-market selloff as the Federal Reserve aggressively hiked interest rates to battle high inflation, with its shares tumbling 29.7%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9bb86e8cbb304ecf0bcabc1e1c5dce0\" tg-width=\"973\" tg-height=\"680\"/></p><p>“Can a U.S. recession really be just around the corner if homebuilding stocks just made a new” 52-week high? Colas said in the note. “The short answer,” he wrote, “is ‘no, obviously not’, but there’s more to the story than that.”</p><p style=\"text-align: start;\">Colas also pointed to improving homebuilder sentiment on “decent demand and limited supply of existing homes.” Meanwhile, inflation in materials has declined from pandemic-era levels, he said.</p><p style=\"text-align: start;\">Sales of newly built homes in the U.S. jumped in May, surging 12.2% to an annual rate of 763,000 from a revised 680,000 in April, the Census Bureau and U.S. Department of Housing and Urban Development announced jointly Tuesday.</p><p>“This was a massive surprise,” said Louis Navellier, chief investment officer of Navellier &amp; Associates, in emailed commentary Tuesday. “Between lower home prices and consumers getting used to current mortgage rates, the housing market appears to be in the midst of a robust recovery.”</p><p>The median price of a new home sold in the U.S. in May was $416,300, down from as high as $496,800 in October, according to the Federal Reserve Bank of St. Louis’s website, which cites data from the Census Bureau and Department of Housing and Urban Development.</p><p style=\"text-align: start;\">The housing market stands to benefit from the Fed potentially being close to ending its interest rate hikes. </p><p style=\"text-align: start;\">“If the Fed really is near the end of their current tightening cycle, then interest rates should decline in 2024 and beyond and support demand over the longer term,” said Colas. </p><p style=\"text-align: start;\">While Big Tech has driven the S&amp;P 500’s gains this year, the jump in homebuilder stocks shows other parts of the U.S. equity market are also rallying in 2023, according to Colas. The S&amp;P 500 is up 14% this year through Tuesday, lagging behind the SPDR S&amp;P Homebuilders ETF’s massive gains. </p><p style=\"text-align: start;\">“They don’t even have above-average valuations,” Colas said of homebuilders.</p><p style=\"text-align: start;\">The top 10 holdings of the SPDR S&amp;P Homebuilders ETF have an average valuation of 14.6x their 12-month forward-earnings estimates, remaining cheap relative to the market, according to the DataTrek note. By way of comparison, the S&amp;P 500 trades at 18.6x, the note shows.</p><p style=\"text-align: start;\">The ETF’s largest exposures include Carrier Global Corp., Lennar Corp., Owens Corning, Trane Technologies plc, NVR Inc., PulteGroup Inc., D.R. Horton Inc., Builders FirstSource Inc., Lowe’s Cos. and Allegion plc as of June 26, according to the fund’s holdings data on the website of State Street Global Advisors. </p><p>The average valuation for the top 10 holdings cited in the DataTrek note had included Carlisle Cos. instead of Allegion. Carlisle remained among the SPDR S&amp;P Homebuilders ETF’s holdings as recently as June 26, data on State Street’s website show.</p><p>Shares of the SPDR S&amp;P Homebuilders ETF outperformed the U.S. stock market on Tuesday, with a sharp gain of 2.9%.</p><p style=\"text-align: start;\">The S&amp;P 500 finished 1.1% higher Tuesday, while the  Dow Jones Industrial Average rose 0.6% and the technology-heavy Nasdaq Composite gained 1.6%, according to Dow Jones Market Data.</p><p>In other economic data released Tuesday, new orders for manufactured durable goods jumped 1.7% in May, rising for a third a straight month, the U.S. Census Bureau said Tuesday. That was stronger than forecasts from economists polled by The Wall Street Journal for a 0.9% decline.</p><p style=\"text-align: start;\">Meanwhile, a Conference Board survey of U.S. consumer confidence jumped to a 17-month high in June, reflecting cooling inflation and fewer recession worries.</p><p>“The combination of falling inflation and resilient labor markets appears to also be opening the door to a growing belief that a recession could be avoided and that a soft landing may still be possible,” said Jim Baird, CIO of Plante Moran Financial Advisors, in emailed commentary Tuesday.</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>Homebuilder ETF Outperforms S&P 500, Industry’s Stocks Still \"Cheap\" in 2023 Market 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\">\nHomebuilder ETF Outperforms S&P 500, Industry’s Stocks Still \"Cheap\" in 2023 Market Rally\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\">2023-06-28 13:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>‘This is not a one-trick (Tech only) market,’ says DataTrek</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a901a1cae1c788d29255d1cef0820f2\" alt=\"The SPDR S&amp;P Homebuilders ETF has widely outperformed the S&amp;P 500 so far this year.\" title=\"The SPDR S&amp;P Homebuilders ETF has widely outperformed the S&amp;P 500 so far this year.\" tg-width=\"700\" tg-height=\"467\"/><span>The SPDR S&amp;P Homebuilders ETF has widely outperformed the S&amp;P 500 so far this year.</span></p><p>Homebuilder stocks are relatively “cheap” even after surging this year, and represent a pocket of the U.S. equities-market rally that extends beyond the Big Tech sector as a recession does not appear imminent, according to DataTrek Research.</p><p style=\"text-align: start;\">“This is not a one-trick (Tech only) market,” wrote DataTrek co-founder Nicholas Colas in a note emailed Tuesday.</p><p>The SPDR S&amp;P Homebuilders ETF has jumped almost 32% so far this year through Tuesday, according to FactSet data. Last year the ETF tanked in the broad-market selloff as the Federal Reserve aggressively hiked interest rates to battle high inflation, with its shares tumbling 29.7%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9bb86e8cbb304ecf0bcabc1e1c5dce0\" tg-width=\"973\" tg-height=\"680\"/></p><p>“Can a U.S. recession really be just around the corner if homebuilding stocks just made a new” 52-week high? Colas said in the note. “The short answer,” he wrote, “is ‘no, obviously not’, but there’s more to the story than that.”</p><p style=\"text-align: start;\">Colas also pointed to improving homebuilder sentiment on “decent demand and limited supply of existing homes.” Meanwhile, inflation in materials has declined from pandemic-era levels, he said.</p><p style=\"text-align: start;\">Sales of newly built homes in the U.S. jumped in May, surging 12.2% to an annual rate of 763,000 from a revised 680,000 in April, the Census Bureau and U.S. Department of Housing and Urban Development announced jointly Tuesday.</p><p>“This was a massive surprise,” said Louis Navellier, chief investment officer of Navellier &amp; Associates, in emailed commentary Tuesday. “Between lower home prices and consumers getting used to current mortgage rates, the housing market appears to be in the midst of a robust recovery.”</p><p>The median price of a new home sold in the U.S. in May was $416,300, down from as high as $496,800 in October, according to the Federal Reserve Bank of St. Louis’s website, which cites data from the Census Bureau and Department of Housing and Urban Development.</p><p style=\"text-align: start;\">The housing market stands to benefit from the Fed potentially being close to ending its interest rate hikes. </p><p style=\"text-align: start;\">“If the Fed really is near the end of their current tightening cycle, then interest rates should decline in 2024 and beyond and support demand over the longer term,” said Colas. </p><p style=\"text-align: start;\">While Big Tech has driven the S&amp;P 500’s gains this year, the jump in homebuilder stocks shows other parts of the U.S. equity market are also rallying in 2023, according to Colas. The S&amp;P 500 is up 14% this year through Tuesday, lagging behind the SPDR S&amp;P Homebuilders ETF’s massive gains. </p><p style=\"text-align: start;\">“They don’t even have above-average valuations,” Colas said of homebuilders.</p><p style=\"text-align: start;\">The top 10 holdings of the SPDR S&amp;P Homebuilders ETF have an average valuation of 14.6x their 12-month forward-earnings estimates, remaining cheap relative to the market, according to the DataTrek note. By way of comparison, the S&amp;P 500 trades at 18.6x, the note shows.</p><p style=\"text-align: start;\">The ETF’s largest exposures include Carrier Global Corp., Lennar Corp., Owens Corning, Trane Technologies plc, NVR Inc., PulteGroup Inc., D.R. Horton Inc., Builders FirstSource Inc., Lowe’s Cos. and Allegion plc as of June 26, according to the fund’s holdings data on the website of State Street Global Advisors. </p><p>The average valuation for the top 10 holdings cited in the DataTrek note had included Carlisle Cos. instead of Allegion. Carlisle remained among the SPDR S&amp;P Homebuilders ETF’s holdings as recently as June 26, data on State Street’s website show.</p><p>Shares of the SPDR S&amp;P Homebuilders ETF outperformed the U.S. stock market on Tuesday, with a sharp gain of 2.9%.</p><p style=\"text-align: start;\">The S&amp;P 500 finished 1.1% higher Tuesday, while the  Dow Jones Industrial Average rose 0.6% and the technology-heavy Nasdaq Composite gained 1.6%, according to Dow Jones Market Data.</p><p>In other economic data released Tuesday, new orders for manufactured durable goods jumped 1.7% in May, rising for a third a straight month, the U.S. Census Bureau said Tuesday. That was stronger than forecasts from economists polled by The Wall Street Journal for a 0.9% decline.</p><p style=\"text-align: start;\">Meanwhile, a Conference Board survey of U.S. consumer confidence jumped to a 17-month high in June, reflecting cooling inflation and fewer recession worries.</p><p>“The combination of falling inflation and resilient labor markets appears to also be opening the door to a growing belief that a recession could be avoided and that a soft landing may still be possible,” said Jim Baird, CIO of Plante Moran Financial Advisors, in emailed commentary Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSL":"卡莱尔伙伴","BLDR":"Builders FirstSource","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LEN":"莱纳建筑公司","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","NVR":"NVR Inc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","XHB":"房屋建筑商指数ETF-SPDR","BK7511":"ESG概念","CARR":"开利全球","BK4504":"桥水持仓","DHI":"霍顿房屋","BK4135":"资产管理与托管银行","BK4534":"瑞士信贷持仓","PHM":"普得集团","BK4585":"ETF&股票定投概念","BK7067":"生物科技","OC":"欧文斯科宁","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","TT":"Trane技术","BK4561":"索罗斯持仓","BK7501":"新冠治疗股","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4588":"碎股","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LOW":"劳氏","BK4532":"文艺复兴科技持仓","ALLE":"Allegion PLC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2346717863","content_text":"‘This is not a one-trick (Tech only) market,’ says DataTrekThe SPDR S&P Homebuilders ETF has widely outperformed the S&P 500 so far this year.Homebuilder stocks are relatively “cheap” even after surging this year, and represent a pocket of the U.S. equities-market rally that extends beyond the Big Tech sector as a recession does not appear imminent, according to DataTrek Research.“This is not a one-trick (Tech only) market,” wrote DataTrek co-founder Nicholas Colas in a note emailed Tuesday.The SPDR S&P Homebuilders ETF has jumped almost 32% so far this year through Tuesday, according to FactSet data. Last year the ETF tanked in the broad-market selloff as the Federal Reserve aggressively hiked interest rates to battle high inflation, with its shares tumbling 29.7%.“Can a U.S. recession really be just around the corner if homebuilding stocks just made a new” 52-week high? Colas said in the note. “The short answer,” he wrote, “is ‘no, obviously not’, but there’s more to the story than that.”Colas also pointed to improving homebuilder sentiment on “decent demand and limited supply of existing homes.” Meanwhile, inflation in materials has declined from pandemic-era levels, he said.Sales of newly built homes in the U.S. jumped in May, surging 12.2% to an annual rate of 763,000 from a revised 680,000 in April, the Census Bureau and U.S. Department of Housing and Urban Development announced jointly Tuesday.“This was a massive surprise,” said Louis Navellier, chief investment officer of Navellier & Associates, in emailed commentary Tuesday. “Between lower home prices and consumers getting used to current mortgage rates, the housing market appears to be in the midst of a robust recovery.”The median price of a new home sold in the U.S. in May was $416,300, down from as high as $496,800 in October, according to the Federal Reserve Bank of St. Louis’s website, which cites data from the Census Bureau and Department of Housing and Urban Development.The housing market stands to benefit from the Fed potentially being close to ending its interest rate hikes. “If the Fed really is near the end of their current tightening cycle, then interest rates should decline in 2024 and beyond and support demand over the longer term,” said Colas. While Big Tech has driven the S&P 500’s gains this year, the jump in homebuilder stocks shows other parts of the U.S. equity market are also rallying in 2023, according to Colas. The S&P 500 is up 14% this year through Tuesday, lagging behind the SPDR S&P Homebuilders ETF’s massive gains. “They don’t even have above-average valuations,” Colas said of homebuilders.The top 10 holdings of the SPDR S&P Homebuilders ETF have an average valuation of 14.6x their 12-month forward-earnings estimates, remaining cheap relative to the market, according to the DataTrek note. By way of comparison, the S&P 500 trades at 18.6x, the note shows.The ETF’s largest exposures include Carrier Global Corp., Lennar Corp., Owens Corning, Trane Technologies plc, NVR Inc., PulteGroup Inc., D.R. Horton Inc., Builders FirstSource Inc., Lowe’s Cos. and Allegion plc as of June 26, according to the fund’s holdings data on the website of State Street Global Advisors. The average valuation for the top 10 holdings cited in the DataTrek note had included Carlisle Cos. instead of Allegion. Carlisle remained among the SPDR S&P Homebuilders ETF’s holdings as recently as June 26, data on State Street’s website show.Shares of the SPDR S&P Homebuilders ETF outperformed the U.S. stock market on Tuesday, with a sharp gain of 2.9%.The S&P 500 finished 1.1% higher Tuesday, while the  Dow Jones Industrial Average rose 0.6% and the technology-heavy Nasdaq Composite gained 1.6%, according to Dow Jones Market Data.In other economic data released Tuesday, new orders for manufactured durable goods jumped 1.7% in May, rising for a third a straight month, the U.S. Census Bureau said Tuesday. That was stronger than forecasts from economists polled by The Wall Street Journal for a 0.9% decline.Meanwhile, a Conference Board survey of U.S. consumer confidence jumped to a 17-month high in June, reflecting cooling inflation and fewer recession worries.“The combination of falling inflation and resilient labor markets appears to also be opening the door to a growing belief that a recession could be avoided and that a soft landing may still be possible,” said Jim Baird, CIO of Plante Moran Financial Advisors, in emailed commentary Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190691347992840,"gmtCreate":1687581237799,"gmtModify":1687581242270,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Nah ..&nbsp; Nvidia, tesla will . Less than a decade","listText":"Nah ..&nbsp; Nvidia, tesla will . Less than a decade","text":"Nah .. Nvidia, tesla will . Less than a decade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190691347992840","repostId":"2345472226","repostType":2,"repost":{"id":"2345472226","pubTimestamp":1687572367,"share":"https://ttm.financial/m/news/2345472226?lang=&edition=fundamental","pubTime":"2023-06-24 10:06","market":"us","language":"en","title":"These 3 Stocks Could Triple Your Money Over the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2345472226","media":"Motley Fool","summary":"This trio of stocks could deliver explosive growth in the next 10 years.","content":"<html><head></head><body><p>Data is now the new oil as a wave of digitalization washes over individuals and corporations in the wake of the pandemic. Cloud computing has enabled many businesses to scale at a rate never seen before, helping them to grow their customer base as well as their revenue and free cash flow. This explosion in users looks set to continue as companies build sturdy moats with specialized software that caters to all aspects of an organization&#39;s requirements.</p><p>Here are three stocks which are leveraging their cloud platforms to deliver sizzling growth that could help your investment portfolio in the next decade.</p><h2>CrowdStrike</h2><p><strong>CrowdStrike</strong> is a cloud-based platform that delivers protection from cyber threats and ensures data security for its customers. The company prides itself on using artificial intelligence that continuously improves through machine learning as it consumes more data, thereby providing better overall protection over time.</p><p>CrowdStrike&#39;s success shows in its financial numbers. The company has grown its revenue from $874.4 million in fiscal 2021 (ended Jan. 31) to $2.2 billion in fiscal 2023. Although the company is still reporting operating and net losses, its free-cash-flow generation has steadily improved from $292.9 million to $676.9 million over the same period.</p><p>For the first quarter of fiscal 2024, CrowdStrike&#39;s growth has carried on as the company reported a 42% year-over-year jump in revenue to $692.6 million. Annual recurring revenue also climbed by the same amount to $2.7 billion as of April 30 and the company generated a higher free cash flow of $227.4 million compared to $157.5 million in the prior year. CrowdStrike&#39;s subscription customer base has also multiplied since fiscal 2019, going from just 2,516 to 23,019 at the end of fiscal 2023.</p><p>Impressively, slightly more than half of the Fortune 500 companies are its customers. What&#39;s more, CrowdStrike estimates that its total addressable market this year stands at $76.1 billion and is also growing at an annual rate of 13%, giving the company an addressable market of $97.8 billion by 2025. </p><h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p><strong>Snowflake</strong> runs a data cloud platform that allows its customers to collate, review, and analyze data from unrelated sources to gain insights. The company collects data from open data providers and allows customers to collaborate privately with specific groups of suppliers, partners, or other stakeholders.</p><p>This functionality led to impressive customer growth, with total customers jumping 29% year over year to 8,167 in the first quarter of fiscal 2024. Importantly, customers with more than $1 million in product revenue have surged by 80% year over year to 373 over the same period.</p><p>Snowflake&#39;s top-line growth has also been impressive, with revenue growing from just $592 million in fiscal 2021 to $2.1 billion in 2023.</p><p>The company has also saw free cash flow shoot up sixfold year over year from $81.2 million to $496.5 million in fiscal 2023. The first quarter of 2024 saw continued growth for the data company, with product revenue jumping 50% year over year to $590.1 million and remaining performance obligations climbing 31% year over year to $3.4 billion.</p><p>The dollar-based net retention rate has also hovered above 150% for the last five quarters, demonstrating the loyalty of Snowflake&#39;s customers. The company projects that its total addressable market will hit $248 billion by 2026. </p><h2>Atlassian</h2><p><strong>Atlassian</strong> runs a platform for work management software so that teams within an organization can collaborate and coordinate their workflows. In the last three fiscal years, Atlassian has seen its subscription revenue more than double from $931.5 million in fiscal 2020 (ended June 30) to $2.1 billion in fiscal 2022. Total revenue surged from $1.6 billion to $2.8 billion over the same period, and the company generated an average positive free cash flow of $718.5 million over the three years.</p><p>Atlassian&#39;s financial results for the first nine months of fiscal 2023 saw continued growth. Revenue improved by 27% year over year to $2.6 billion with free cash flow coming in at $572.1 million, slightly higher than the $556.2 million generated in the prior period.</p><p>The customer base has also expanded by 38.2% from the third quarter of fiscal 2021 to the third quarter of fiscal 2023, and customers have also reported that the company&#39;s platform provides mission-critical functionality for their teams. During last year&#39;s Investor Day event, the company estimated that it had a significant runway ahead of it as there are 800,000 companies with technical teams and a whopping 2.2 million businesses with 10 or more knowledge workers.</p><p>These numbers translate into a total addressable market of $29 billion that is growing at 14% annually -- all in all, a promising scenario for investors. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Stocks Could Triple Your Money Over the Next Decade</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\">\nThese 3 Stocks Could Triple Your Money Over the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-24 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/06/23/these-3-stocks-could-triple-your-money-over-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Data is now the new oil as a wave of digitalization washes over individuals and corporations in the wake of the pandemic. Cloud computing has enabled many businesses to scale at a rate never seen ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/06/23/these-3-stocks-could-triple-your-money-over-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","CRWD":"CrowdStrike Holdings, Inc.","TEAM":"Atlassian Corporation PLC"},"source_url":"https://www.fool.com/investing/2023/06/23/these-3-stocks-could-triple-your-money-over-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345472226","content_text":"Data is now the new oil as a wave of digitalization washes over individuals and corporations in the wake of the pandemic. Cloud computing has enabled many businesses to scale at a rate never seen before, helping them to grow their customer base as well as their revenue and free cash flow. This explosion in users looks set to continue as companies build sturdy moats with specialized software that caters to all aspects of an organization's requirements.Here are three stocks which are leveraging their cloud platforms to deliver sizzling growth that could help your investment portfolio in the next decade.CrowdStrikeCrowdStrike is a cloud-based platform that delivers protection from cyber threats and ensures data security for its customers. The company prides itself on using artificial intelligence that continuously improves through machine learning as it consumes more data, thereby providing better overall protection over time.CrowdStrike's success shows in its financial numbers. The company has grown its revenue from $874.4 million in fiscal 2021 (ended Jan. 31) to $2.2 billion in fiscal 2023. Although the company is still reporting operating and net losses, its free-cash-flow generation has steadily improved from $292.9 million to $676.9 million over the same period.For the first quarter of fiscal 2024, CrowdStrike's growth has carried on as the company reported a 42% year-over-year jump in revenue to $692.6 million. Annual recurring revenue also climbed by the same amount to $2.7 billion as of April 30 and the company generated a higher free cash flow of $227.4 million compared to $157.5 million in the prior year. CrowdStrike's subscription customer base has also multiplied since fiscal 2019, going from just 2,516 to 23,019 at the end of fiscal 2023.Impressively, slightly more than half of the Fortune 500 companies are its customers. What's more, CrowdStrike estimates that its total addressable market this year stands at $76.1 billion and is also growing at an annual rate of 13%, giving the company an addressable market of $97.8 billion by 2025. SnowflakeSnowflake runs a data cloud platform that allows its customers to collate, review, and analyze data from unrelated sources to gain insights. The company collects data from open data providers and allows customers to collaborate privately with specific groups of suppliers, partners, or other stakeholders.This functionality led to impressive customer growth, with total customers jumping 29% year over year to 8,167 in the first quarter of fiscal 2024. Importantly, customers with more than $1 million in product revenue have surged by 80% year over year to 373 over the same period.Snowflake's top-line growth has also been impressive, with revenue growing from just $592 million in fiscal 2021 to $2.1 billion in 2023.The company has also saw free cash flow shoot up sixfold year over year from $81.2 million to $496.5 million in fiscal 2023. The first quarter of 2024 saw continued growth for the data company, with product revenue jumping 50% year over year to $590.1 million and remaining performance obligations climbing 31% year over year to $3.4 billion.The dollar-based net retention rate has also hovered above 150% for the last five quarters, demonstrating the loyalty of Snowflake's customers. The company projects that its total addressable market will hit $248 billion by 2026. AtlassianAtlassian runs a platform for work management software so that teams within an organization can collaborate and coordinate their workflows. In the last three fiscal years, Atlassian has seen its subscription revenue more than double from $931.5 million in fiscal 2020 (ended June 30) to $2.1 billion in fiscal 2022. Total revenue surged from $1.6 billion to $2.8 billion over the same period, and the company generated an average positive free cash flow of $718.5 million over the three years.Atlassian's financial results for the first nine months of fiscal 2023 saw continued growth. Revenue improved by 27% year over year to $2.6 billion with free cash flow coming in at $572.1 million, slightly higher than the $556.2 million generated in the prior period.The customer base has also expanded by 38.2% from the third quarter of fiscal 2021 to the third quarter of fiscal 2023, and customers have also reported that the company's platform provides mission-critical functionality for their teams. During last year's Investor Day event, the company estimated that it had a significant runway ahead of it as there are 800,000 companies with technical teams and a whopping 2.2 million businesses with 10 or more knowledge workers.These numbers translate into a total addressable market of $29 billion that is growing at 14% annually -- all in all, a promising scenario for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189582483382392,"gmtCreate":1687310306932,"gmtModify":1687310310912,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Watch where the smart money goes to.","listText":"Watch where the smart money goes to.","text":"Watch where the smart money goes to.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189582483382392","repostId":"2345925482","repostType":4,"repost":{"id":"2345925482","pubTimestamp":1687306500,"share":"https://ttm.financial/m/news/2345925482?lang=&edition=fundamental","pubTime":"2023-06-21 08:15","market":"us","language":"en","title":"Bull Market \"FOMO\" Finally Sends Stock ETF Haul Past Bond Funds","url":"https://stock-news.laohu8.com/highlight/detail?id=2345925482","media":"Bloomberg","summary":"Equity ETFs take in $102 billion after a slow start to 2023Investors trying to ‘catch up’ to stock g","content":"<html><head></head><body><ul><li><p>Equity ETFs take in $102 billion after a slow start to 2023</p></li><li><p>Investors trying to ‘catch up’ to stock gains: Bokeh’s Forrest</p></li></ul><p>What was billed as the year of fixed-income is morphing into a massive game of catch-up for investors trying to capture some of the stock market’s gains.</p><p style=\"text-align: start;\">After a tepid start to 2023, nearly $102 billion has flowed into equity exchange-traded funds so far this year, according to data compiled by Bloomberg. That compares to $93 billion for fixed-income ETFs, which had been sitting on a bigger year-to-date haul than stock funds up until this month. </p><p style=\"text-align: start;\">The shift fits with an old adage in investing: flows follow performance. Optimism that the Federal Reserve is nearing the end of its tightening cycle combined with a better-than-feared earnings season and growing hype around artificial intelligence has pushed stocks back into bull-market territory after a bruising 2023. </p><p style=\"text-align: start;\">Double-digit gains are fueling a “fear of missing out” impulse among money managers, according to Kim Forrest of Bokeh Capital Partners, defying calls from the start of the year that a looming recession would benefit bonds over stocks. </p><p style=\"text-align: start;\">“Retail investors are not the only ones susceptible to FOMO,” said Forrest, chief investment officer and founder of the investment firm. “People now understand that the view of most of the experts in the beginning of this year were wrong, and they are moving back into stocks to try and catch up.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1509337a90a06fc2ee1c988959f0c29\" tg-width=\"963\" tg-height=\"552\"/></p><p>The $407 billion SPDR S&amp;P 500 ETF Trust (ticker SPY) has returned 15% this year, while the technology-heavy $201 billion Invesco QQQ Trust Series 1 (QQQ) has gained 38%, data compiled by Bloomberg show. By comparison, the $94 billion Vanguard Total Bond Market ETF (BND) has climbed 2.7% on a total return basis. </p><p>The stock market’s dominant performance has redirected traffic in the $7.3 trillion ETF arena, with equity ETFs now pulling in nearly $10 billion more year-to-date than their fixed-income counterparts. At the end of March, bond funds were sitting on a lead of nearly $24 billion, Bloomberg Intelligence data show. </p><p style=\"text-align: start;\">But even with the reignited appetite, inflows into equity ETFs so far in 2023 pale in comparison to previous years. Stock funds had absorbed nearly $208 billion halfway through 2022, leading to a full-year influx of nearly $400 billion.</p><p style=\"text-align: start;\">However, with cash starting to exit money-market mutual funds and interest in leveraged equity funds picking up, inflows could accelerate from here, according to Bloomberg Intelligence’s Athanasios Psarofagis. </p><p style=\"text-align: start;\">“The drought is over,” ETF analyst Psarofagis said. “It does seem a bit late, but it could also be that now since we’re technically in a bull market, lots of model signals are liking stocks again.”</p></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>Bull Market \"FOMO\" Finally Sends Stock ETF Haul Past Bond Funds</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\">\nBull Market \"FOMO\" Finally Sends Stock ETF Haul Past Bond Funds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 08:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-06-20/bull-market-fomo-finally-sends-stock-etf-haul-past-bond-funds><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equity ETFs take in $102 billion after a slow start to 2023Investors trying to ‘catch up’ to stock gains: Bokeh’s ForrestWhat was billed as the year of fixed-income is morphing into a massive game of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-06-20/bull-market-fomo-finally-sends-stock-etf-haul-past-bond-funds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-06-20/bull-market-fomo-finally-sends-stock-etf-haul-past-bond-funds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2345925482","content_text":"Equity ETFs take in $102 billion after a slow start to 2023Investors trying to ‘catch up’ to stock gains: Bokeh’s ForrestWhat was billed as the year of fixed-income is morphing into a massive game of catch-up for investors trying to capture some of the stock market’s gains.After a tepid start to 2023, nearly $102 billion has flowed into equity exchange-traded funds so far this year, according to data compiled by Bloomberg. That compares to $93 billion for fixed-income ETFs, which had been sitting on a bigger year-to-date haul than stock funds up until this month. The shift fits with an old adage in investing: flows follow performance. Optimism that the Federal Reserve is nearing the end of its tightening cycle combined with a better-than-feared earnings season and growing hype around artificial intelligence has pushed stocks back into bull-market territory after a bruising 2023. Double-digit gains are fueling a “fear of missing out” impulse among money managers, according to Kim Forrest of Bokeh Capital Partners, defying calls from the start of the year that a looming recession would benefit bonds over stocks. “Retail investors are not the only ones susceptible to FOMO,” said Forrest, chief investment officer and founder of the investment firm. “People now understand that the view of most of the experts in the beginning of this year were wrong, and they are moving back into stocks to try and catch up.”The $407 billion SPDR S&P 500 ETF Trust (ticker SPY) has returned 15% this year, while the technology-heavy $201 billion Invesco QQQ Trust Series 1 (QQQ) has gained 38%, data compiled by Bloomberg show. By comparison, the $94 billion Vanguard Total Bond Market ETF (BND) has climbed 2.7% on a total return basis. The stock market’s dominant performance has redirected traffic in the $7.3 trillion ETF arena, with equity ETFs now pulling in nearly $10 billion more year-to-date than their fixed-income counterparts. At the end of March, bond funds were sitting on a lead of nearly $24 billion, Bloomberg Intelligence data show. But even with the reignited appetite, inflows into equity ETFs so far in 2023 pale in comparison to previous years. Stock funds had absorbed nearly $208 billion halfway through 2022, leading to a full-year influx of nearly $400 billion.However, with cash starting to exit money-market mutual funds and interest in leveraged equity funds picking up, inflows could accelerate from here, according to Bloomberg Intelligence’s Athanasios Psarofagis. “The drought is over,” ETF analyst Psarofagis said. “It does seem a bit late, but it could also be that now since we’re technically in a bull market, lots of model signals are liking stocks again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186082732011648,"gmtCreate":1686469637020,"gmtModify":1686469643219,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Too late bubble going to burst","listText":"Too late bubble going to burst","text":"Too late bubble going to burst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186082732011648","repostId":"2342008581","repostType":2,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185131897069712,"gmtCreate":1686237636624,"gmtModify":1686237641406,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Hahahha .. buy tesla better","listText":"Hahahha .. buy tesla better","text":"Hahahha .. buy tesla better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185131897069712","repostId":"2341351225","repostType":2,"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184922278686840,"gmtCreate":1686186448970,"gmtModify":1686186452588,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"No harm taking profits... Buy again at lower cost.","listText":"No harm taking profits... Buy again at lower cost.","text":"No harm taking profits... Buy again at lower cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184922278686840","repostId":"1114896832","repostType":2,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184307339403416,"gmtCreate":1686020577586,"gmtModify":1686020582317,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Buy Hang Seng Index !","listText":"Buy Hang Seng Index !","text":"Buy Hang Seng Index !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184307339403416","repostId":"1167270944","repostType":4,"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182994643931280,"gmtCreate":1685685684766,"gmtModify":1685685689120,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"The boat already left&nbsp; almost reached the peak ..","listText":"The boat already left&nbsp; almost reached the peak ..","text":"The boat already left almost reached the peak ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182994643931280","repostId":"2340738035","repostType":2,"repost":{"id":"2340738035","pubTimestamp":1685685002,"share":"https://ttm.financial/m/news/2340738035?lang=&edition=fundamental","pubTime":"2023-06-02 13:50","market":"us","language":"en","title":"QQQ: The Tech Rally Is Just Getting Started","url":"https://stock-news.laohu8.com/highlight/detail?id=2340738035","media":"Seeking Alpha","summary":"SummarySome of our favorite technology names have skyrocketed from their overly depressed bear marke","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Some of our favorite technology names have skyrocketed from their overly depressed bear market lows.</p></li><li><p>Despite some top-tech stocks being overbought, high-quality technology companies should continue dominating in the coming years.</p></li><li><p>AI, robotics, autonomous vehicles, the metaverse, and other high-growth future ventures should enable revenue growth and profitability to expand as we move forward.</p></li><li><p>Additionally, the Fed is close to ending the tightening cycle, and a move toward a more accommodative monetary stance should benefit top tech companies.</p></li><li><p>The upcoming payrolls report is a wild card and could cause a significant pullback if the all-important jobs report disappoints.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa3422b1fb50299630a4442d3236e42d\" alt=\"Lemon_tm\" title=\"Lemon_tm\" tg-width=\"750\" tg-height=\"396\"/><span>Lemon_tm</span></p><p>We often discuss the S&amp;P 500/SPX (SP500), but it&#39;s the Nasdaq 100 that&#39;s driving things. There are many exciting possibilities in AI, robotics, autonomous vehicles, the metaverse, and more. The best-positioned companies to benefit from this explosive revolution include some of our favorite companies in the Nasdaq 100.</p><p>I use Invesco&#39;s (NASDAQ:QQQ) Trust ETF as a proxy for the Nasdaq 100. Its top holdings include the usual suspects like Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Amazon (AMZN), Tesla (TSLA), Alphabet (GOOG) (GOOGL), and other technology-oriented heavyweights. These seven mega-cap names account for over 50% of QQQ&#39;s weight.</p><p>I discussed the &#34;bottom being in&#34; for many high-quality tech stocks in my early November 2021 article. Our favorite tech stocks have appreciated considerably since QQQ&#39;s successful retest of the bear market lows. Here&#39;s their performance from the bear market bottom (trough to peak):</p><ul><li><p>Microsoft: 59%.</p></li><li><p>Apple: 44%.</p></li><li><p>Alphabet: 51%.</p></li><li><p>Nvidia: 289%.</p></li><li><p>AMD (AMD): 138%.</p></li><li><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META): 201%.</p></li><li><p>Amazon: 52%.</p></li><li><p>Palantir (PLTR): 150%.</p></li></ul><p>We&#39;ve seen some spectacular gains, and there should be some short-term pullbacks. Nevertheless, while many of our favorite tech names appreciated considerably from their deeply oversold levels, high-quality technology companies should continue dominating as we advance. Higher-than-expected revenue growth and increasing profitability potential should lead to higher-than-anticipated financial results.</p><p>Furthermore, the Fed is likely close to concluding its tightening cycle and should return to a more accommodative monetary stance sooner than anticipated. Therefore, a favorable fundamental backdrop coupled with a constructive technical image and improving sentiment should provide substantial upside potential for QQQ and high-quality tech names in the coming years.</p><h2>The Nasdaq 100 - It&#39;s Amazing</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09dd9032392359427b88e5307b7a6e9f\" alt=\"QQQ (StockCharts.com)\" title=\"QQQ (StockCharts.com)\" tg-width=\"640\" tg-height=\"676\"/><span>QQQ (StockCharts.com)</span></p><p>The Nasdaq 100 has skyrocketed since the bear market ended in October last year. The most widely followed Nasdaq 100 ETF crashed by a staggering 37% during the nearly year-long bear market. Moreover, many high-quality tech stocks declined by 50-70% or worse during the rout.</p><p>Nevertheless, we&#39;ve seen considerable advances, and the crucial index made several successful retests of the lows, implying that tech has entered a new bull market. Percentage-wise, QQQ is now 40% above its low point in the fall of last year. Also, if you purchased QQQ around the start of the year, this remarkable ETF has surged by 35%, as many stocks in the Nasdaq 100 continue trading higher daily.</p><p>We have a bullish cross over the 200-day MA by the 50-day MA. It also looks like a bullish long-term inverse head and shoulders pattern, implying that the technical is bullish intermediate and long term. However, the Nasdaq 100 appears overbought in the near term, and a pullback should occur soon.</p><p>Once $330 got penetrated, it became apparent that QQQ would shoot for $350 next. However, now that we&#39;re around this elevated level, there is likely limited upside in the near term. The Nasdaq has gone vertical, and the RSI is at 75.</p><p>Therefore, there is a relatively high probability for a 5-10% correction in QQQ in the near term. A 5-10% pullback equals a buy-in level around the $330-315 zone. Technically, such a move would be beneficial, as it would touch down around the 50-day MA, resetting some frothy prices and creating buying opportunities.</p><h2>Jobs Number Could Move Markets</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b159471510f8907875f54e8c0e61a89\" alt=\"Jobs report (Investing.com)\" title=\"Jobs report (Investing.com)\" tg-width=\"640\" tg-height=\"209\"/><span>Jobs report (Investing.com)</span></p><p>The market expects 180K; any number around the estimate (plus/minus 10-20%) should be OK. Also, we&#39;ve seen much better-than-expected job readings in recent months, and the market has reacted favorably. Therefore, an in-line or a better-than-expected number should be good for stocks. On the other hand, we would not want the labor market to deteriorate. A number below 100-150K implies the economy is worsening more than anticipated, which could damage stocks. Other important data points include consumer numbers, manufacturing, ISM, Fed speak, and the beige book out this week. If the market gets a disappointing jobs number of 50-100K jobs or fewer, there is a significant probability for a pullback that could drag the QQQ down into the $330-315 buy-in range.</p><h2>So, There Will Be Another Rate Hike</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/808ddb2574082cf2fcb571c400620bbc\" alt=\"Benchmark probabilities (CMEGroup.com)\" title=\"Benchmark probabilities (CMEGroup.com)\" tg-width=\"640\" tg-height=\"358\"/><span>Benchmark probabilities (CMEGroup.com)</span></p><p>Probabilities for another 25 Bps benchmark rate increase rose following the hotter-than-expected PCE report last week. PCE inflation (the Fed&#39;s preferred gauge for inflation) rose unexpectedly from 4.2% to 4.4% last month. Expectations were for PCE inflation to come in at 4.1%, and a sharp increase to 4.4% implies that another rate hike is coming. However, markets have reacted well to prior incremental increases, and another 25 Bps hike (which may be the last) will likely make a small difference.</p><p>Therefore, the stock market doesn&#39;t have to react negatively even if the Fed increases by another 1/4 of a percent at the next FOMC meeting in two weeks. Nevertheless, if the Fed raises and concludes with a relatively hawkish post-decision statement, there is a high probability that the QQQ could drop to the $330-315 buy-in zone.</p><p>However, despite the probability of another rate hike, the rate cycle is near the end, and the Fed should continue pivoting toward a more accommodative monetary stance. Also, if the Fed doesn&#39;t raise the benchmark in two weeks, the dynamic should provide a positive catalyst for higher stock prices, especially in high-potential technology-oriented companies.</p><h2>The Bottom Line: Own Great Tech for the Long-term</h2><p>Despite the likelihood of a near-term pullback soon, I want to own the best and brightest companies in technology. My All-Weather Portfolio has a significant technology allocation of approximately 35%. Moreover, I am currently hedging several positions with covered call options, and I may implement several collar plays if QQQ&#39;s price action worsens. Nevertheless, any significant pullback or correction in QQQ and top-quality technology stocks, in general, should be regarded as a compelling intermediate and long-term buying opportunity. My year-end QQQ price target range is $380-420, approximately 10-20% above current levels.</p><p><em>This article is written by </em><strong><em>Victor Dergunov</em></strong><em> for reference only. Please note the risks.</em></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>QQQ: The Tech Rally Is Just Getting Started</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\">\nQQQ: The Tech Rally Is Just Getting Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-02 13:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4608818-qqq-the-tech-rally-is-just-getting-started><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySome of our favorite technology names have skyrocketed from their overly depressed bear market lows.Despite some top-tech stocks being overbought, high-quality technology companies should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4608818-qqq-the-tech-rally-is-just-getting-started\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4577":"网络游戏","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","NVDA":"英伟达","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4097":"系统软件","QLD":"纳指两倍做多ETF","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4547":"WSB热门概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4504":"桥水持仓","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0557290698.USD":"施罗德环球可持续增长基金","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4528":"SaaS概念","LU0072462426.USD":"贝莱德全球配置 A2","BK4516":"特朗普概念","SG9999001077.SGD":"United International Growth Fund SGD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","AMZN":"亚马逊","BK4532":"文艺复兴科技持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","QQQ":"纳指100ETF","BK4553":"喜马拉雅资本持仓","BK4585":"ETF&股票定投概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4608818-qqq-the-tech-rally-is-just-getting-started","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2340738035","content_text":"SummarySome of our favorite technology names have skyrocketed from their overly depressed bear market lows.Despite some top-tech stocks being overbought, high-quality technology companies should continue dominating in the coming years.AI, robotics, autonomous vehicles, the metaverse, and other high-growth future ventures should enable revenue growth and profitability to expand as we move forward.Additionally, the Fed is close to ending the tightening cycle, and a move toward a more accommodative monetary stance should benefit top tech companies.The upcoming payrolls report is a wild card and could cause a significant pullback if the all-important jobs report disappoints.Lemon_tmWe often discuss the S&P 500/SPX (SP500), but it's the Nasdaq 100 that's driving things. There are many exciting possibilities in AI, robotics, autonomous vehicles, the metaverse, and more. The best-positioned companies to benefit from this explosive revolution include some of our favorite companies in the Nasdaq 100.I use Invesco's (NASDAQ:QQQ) Trust ETF as a proxy for the Nasdaq 100. Its top holdings include the usual suspects like Microsoft (MSFT), Apple (AAPL), Nvidia (NVDA), Amazon (AMZN), Tesla (TSLA), Alphabet (GOOG) (GOOGL), and other technology-oriented heavyweights. These seven mega-cap names account for over 50% of QQQ's weight.I discussed the \"bottom being in\" for many high-quality tech stocks in my early November 2021 article. Our favorite tech stocks have appreciated considerably since QQQ's successful retest of the bear market lows. Here's their performance from the bear market bottom (trough to peak):Microsoft: 59%.Apple: 44%.Alphabet: 51%.Nvidia: 289%.AMD (AMD): 138%.Meta Platforms (META): 201%.Amazon: 52%.Palantir (PLTR): 150%.We've seen some spectacular gains, and there should be some short-term pullbacks. Nevertheless, while many of our favorite tech names appreciated considerably from their deeply oversold levels, high-quality technology companies should continue dominating as we advance. Higher-than-expected revenue growth and increasing profitability potential should lead to higher-than-anticipated financial results.Furthermore, the Fed is likely close to concluding its tightening cycle and should return to a more accommodative monetary stance sooner than anticipated. Therefore, a favorable fundamental backdrop coupled with a constructive technical image and improving sentiment should provide substantial upside potential for QQQ and high-quality tech names in the coming years.The Nasdaq 100 - It's AmazingQQQ (StockCharts.com)The Nasdaq 100 has skyrocketed since the bear market ended in October last year. The most widely followed Nasdaq 100 ETF crashed by a staggering 37% during the nearly year-long bear market. Moreover, many high-quality tech stocks declined by 50-70% or worse during the rout.Nevertheless, we've seen considerable advances, and the crucial index made several successful retests of the lows, implying that tech has entered a new bull market. Percentage-wise, QQQ is now 40% above its low point in the fall of last year. Also, if you purchased QQQ around the start of the year, this remarkable ETF has surged by 35%, as many stocks in the Nasdaq 100 continue trading higher daily.We have a bullish cross over the 200-day MA by the 50-day MA. It also looks like a bullish long-term inverse head and shoulders pattern, implying that the technical is bullish intermediate and long term. However, the Nasdaq 100 appears overbought in the near term, and a pullback should occur soon.Once $330 got penetrated, it became apparent that QQQ would shoot for $350 next. However, now that we're around this elevated level, there is likely limited upside in the near term. The Nasdaq has gone vertical, and the RSI is at 75.Therefore, there is a relatively high probability for a 5-10% correction in QQQ in the near term. A 5-10% pullback equals a buy-in level around the $330-315 zone. Technically, such a move would be beneficial, as it would touch down around the 50-day MA, resetting some frothy prices and creating buying opportunities.Jobs Number Could Move MarketsJobs report (Investing.com)The market expects 180K; any number around the estimate (plus/minus 10-20%) should be OK. Also, we've seen much better-than-expected job readings in recent months, and the market has reacted favorably. Therefore, an in-line or a better-than-expected number should be good for stocks. On the other hand, we would not want the labor market to deteriorate. A number below 100-150K implies the economy is worsening more than anticipated, which could damage stocks. Other important data points include consumer numbers, manufacturing, ISM, Fed speak, and the beige book out this week. If the market gets a disappointing jobs number of 50-100K jobs or fewer, there is a significant probability for a pullback that could drag the QQQ down into the $330-315 buy-in range.So, There Will Be Another Rate HikeBenchmark probabilities (CMEGroup.com)Probabilities for another 25 Bps benchmark rate increase rose following the hotter-than-expected PCE report last week. PCE inflation (the Fed's preferred gauge for inflation) rose unexpectedly from 4.2% to 4.4% last month. Expectations were for PCE inflation to come in at 4.1%, and a sharp increase to 4.4% implies that another rate hike is coming. However, markets have reacted well to prior incremental increases, and another 25 Bps hike (which may be the last) will likely make a small difference.Therefore, the stock market doesn't have to react negatively even if the Fed increases by another 1/4 of a percent at the next FOMC meeting in two weeks. Nevertheless, if the Fed raises and concludes with a relatively hawkish post-decision statement, there is a high probability that the QQQ could drop to the $330-315 buy-in zone.However, despite the probability of another rate hike, the rate cycle is near the end, and the Fed should continue pivoting toward a more accommodative monetary stance. Also, if the Fed doesn't raise the benchmark in two weeks, the dynamic should provide a positive catalyst for higher stock prices, especially in high-potential technology-oriented companies.The Bottom Line: Own Great Tech for the Long-termDespite the likelihood of a near-term pullback soon, I want to own the best and brightest companies in technology. My All-Weather Portfolio has a significant technology allocation of approximately 35%. Moreover, I am currently hedging several positions with covered call options, and I may implement several collar plays if QQQ's price action worsens. Nevertheless, any significant pullback or correction in QQQ and top-quality technology stocks, in general, should be regarded as a compelling intermediate and long-term buying opportunity. My year-end QQQ price target range is $380-420, approximately 10-20% above current levels.This article is written by Victor Dergunov for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979004038,"gmtCreate":1685094366125,"gmtModify":1685094370659,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Buy Tech Etf","listText":"Buy Tech Etf","text":"Buy Tech Etf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979004038","repostId":"1142689375","repostType":2,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947784978,"gmtCreate":1683614532895,"gmtModify":1683614537103,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Stay away from NiO Buy tesla at support much more better","listText":"Stay away from NiO Buy tesla at support much more better","text":"Stay away from NiO Buy tesla at support much more better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947784978","repostId":"2333280197","repostType":4,"repost":{"id":"2333280197","pubTimestamp":1683600277,"share":"https://ttm.financial/m/news/2333280197?lang=&edition=fundamental","pubTime":"2023-05-09 10:44","market":"us","language":"en","title":"NIO: 3 Catalysts For A Major Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2333280197","media":"seekingalpha","summary":"SummaryNIO saw a drop-off in deliveries on a month over month basis in April.However, NIO's sedan de","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>NIO saw a drop-off in deliveries on a month over month basis in April.</p></li><li><p>However, NIO&#39;s sedan delivery share continued to increase. New product launches could add to delivery growth.</p></li><li><p>NIO continues to represent solid value due to an extraordinarily low P/S ratio. Break-even achievement could also be a catalyst.</p></li></ul><p><a href=\"https://laohu8.com/S/NIO\">NIO</a> saw a decent year over year increase in deliveries for the month of April, but the company&#39;s delivery monthly volume dropped again below 10 thousand units, which is a concern only in the short-term. On the positive side, the electric vehicle company achieved a 74% sedan delivery share last month and the company just started deliveries of the EC7 coupe SUV. With NIO&#39;s shares languishing, I don’t believe that the company’s delivery potential is properly reflected in NIO&#39;s valuation. I see three catalysts (2 short term, 1 longer term) that could drive a fundamental revaluation of NIO&#39;s delivery prospects!</p><h2>Comparison of NIO&#39;s April delivery performance to its top EV rivals</h2><p>NIO delivered 6,658 electric vehicles in April, showing a year over year growth rate of 31.2%. However, last year’s April results were suppressed due to supply chain issues so the delivery benchmark was low in the year-earlier period. NIO&#39;s deliveries fell below 10 thousand units again in April as the company adjusted its production lines and transitions to sedans and it was the first time since January that the company&#39;s deliveries fell below this psychologically important threshold.</p><p>By far the best delivery performance was achieved by Li Auto (LI) which delivered 25,681 electric vehicles in April, showing a massive 516.3% year over year increase. For reasons explained here, I continue to see Li Auto as top value for EV investors.</p><p>XPeng (XPEV) reported another month of declining year over year delivery growth. Of all three EV manufacturers, NIO had the lowest monthly delivery volume and Li Auto the highest. However, NIO&#39;s sedan production is ramping up and the company is launching new models soon which could bump up NIO&#39;s delivery growth rate again in the coming months.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>Deliveries</p></td><td style=\"text-align:left;\"><p>Feb-23</p></td><td style=\"text-align:left;\"><p>Feb Y/Y Growth</p></td><td style=\"text-align:left;\"><p>Mar-23</p></td><td style=\"text-align:left;\"><p>Mar Y/Y Growth</p></td><td style=\"text-align:left;\"><p>Apr-23</p></td><td style=\"text-align:left;\"><p>Apr Y/Y Growth</p></td></tr><tr><td style=\"text-align:left;\"><p>NIO</p></td><td style=\"text-align:left;\"><p>12,157</p></td><td style=\"text-align:left;\"><p>98.3%</p></td><td style=\"text-align:left;\"><p>10,378</p></td><td style=\"text-align:left;\"><p>3.9%</p></td><td style=\"text-align:left;\"><p>6,658</p></td><td style=\"text-align:left;\"><p>31.2%</p></td></tr><tr><td style=\"text-align:left;\"><p>XPEV</p></td><td style=\"text-align:left;\"><p>6,010</p></td><td style=\"text-align:left;\"><p>-3.5%</p></td><td style=\"text-align:left;\"><p>7,002</p></td><td style=\"text-align:left;\"><p>-54.6%</p></td><td style=\"text-align:left;\"><p>7,079</p></td><td style=\"text-align:left;\"><p>-21.4%</p></td></tr><tr><td style=\"text-align:left;\"><p>LI</p></td><td style=\"text-align:left;\"><p>16,620</p></td><td style=\"text-align:left;\"><p>97.5%</p></td><td style=\"text-align:left;\"><p>20,823</p></td><td style=\"text-align:left;\"><p>88.7%</p></td><td style=\"text-align:left;\"><p>25,681</p></td><td style=\"text-align:left;\"><p>516.3%</p></td></tr></tbody></table><p>(Source: Author)</p><h2>Two catalysts: growing sedan delivery share, new EV product launches</h2><p>One of the most significant business drivers for NIO in the last year has been the ramp of sedan products like the ET7 and ET5 which both launched last year. NIO has steadily ramped up production of its sedans at the expense of SUV production, however. As a result, NIO&#39;s sedan delivery share has increased again to 74% in April and I believe the sedan share could grow to 80% by the end of FY 2023. Electric vehicle sedans have become more popular in China in the last year which explains NIO&#39;s aggressive ramp. A ramp in sedan deliveries is tapping into this demand and could potentially reignite investor interest in NIO&#39;s shares going forward.</p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p>NIO ET7/ET5 Metrics</p></td><td style=\"text-align:left;\"><p>Dec-22</p></td><td style=\"text-align:left;\"><p>Jan-23</p></td><td style=\"text-align:left;\"><p>Feb-23</p></td><td style=\"text-align:left;\"><p>Mar-23</p></td><td style=\"text-align:left;\"><p>Apr-23</p></td></tr><tr><td style=\"text-align:left;\"><p>Total Deliveries</p></td><td style=\"text-align:left;\"><p>15,815</p></td><td style=\"text-align:left;\"><p>8,506</p></td><td style=\"text-align:left;\"><p>12,157</p></td><td style=\"text-align:left;\"><p>10,378</p></td><td style=\"text-align:left;\"><p>6,658</p></td></tr><tr><td style=\"text-align:left;\"><p>NIO Sedan Deliveries</p></td><td style=\"text-align:left;\"><p>8,973</p></td><td style=\"text-align:left;\"><p>6,316</p></td><td style=\"text-align:left;\"><p>7,120</p></td><td style=\"text-align:left;\"><p>7,175</p></td><td style=\"text-align:left;\"><p>4,945</p></td></tr><tr><td style=\"text-align:left;\"><p>M/M Growth</p></td><td style=\"text-align:left;\"><p>45.3%</p></td><td style=\"text-align:left;\"><p>-29.6%</p></td><td style=\"text-align:left;\"><p>12.7%</p></td><td style=\"text-align:left;\"><p>0.8%</p></td><td style=\"text-align:left;\"><p>-31.1%</p></td></tr><tr><td style=\"text-align:left;\"><p>Sedan Delivery Share</p></td><td style=\"text-align:left;\"><p>56.7%</p></td><td style=\"text-align:left;\"><p>74.3%</p></td><td style=\"text-align:left;\"><p>58.6%</p></td><td style=\"text-align:left;\"><p>69.1%</p></td><td style=\"text-align:left;\"><p>74.3%</p></td></tr></tbody></table><p>(Source: Author)</p><p>The second catalyst for a potentially higher valuation relates to new product launches. NIO has started to deliver the EC7 in late April, a five-seater coupe sport utility vehicle which could drive delivery growth in the coming months. At the Shanghai auto show in April, NIO also debuted the new ES6 sport utility vehicle as well as the new ET7 flagship sedan. Deliveries for the new models are expected to begin in May 2023. NIO&#39;s new flagship ES8 sport utility vehicle is projected to see the beginning of deliveries to customers in June. New product launches could be a powerful catalyst for NIO&#39;s delivery growth, especially as the company&#39;s sedan line-up grows.</p><h2>3rd catalyst for an upside revaluation</h2><p>After years of fine tuning production lines and growing its product portfolio, NIO is finally coming close to break-even... which I believe would be an event of great significance for the EV company. NIO is expected to be profitable in FY 2026 (consensus view), but it could potentially achieve break-even earlier if sedan deliveries continue to ramp up and the monthly production/delivery volume returns to 10 thousand units. Strong demand for sedan EVs, new EV launches and scale could help NIO get there quickly.</p><p>NIO is expected to lose $0.31 per-share in FY 2024, so there is even a possibility, in my opinion, that the EV company comes very close to break-even as soon as next year. Investors would likely reward NIO with a higher valuation multiplier if they see the EV company finally posting profits.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eb58574b1e0934fe5fc577d86b857ec\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"243\"/><span>Source: Seeking Alpha</span></p><h2>NIO’s valuation</h2><p>I can’t help but like NIO’s valuation at this point. NIO’s shares are currently trading at $8.15 which gives the electric vehicle start-up a low P/S ratio of 0.78X and a market cap of approximately $13.8B. NIO is expected to generate by far the largest revenues ($17.6B) of all three manufacturers next year. NIO achieved a significantly higher market cap during the pandemic and while the valuation at that time may have been inflated, I believe NIO has revaluation potential if the company executes on its sedan ramp.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/027dc20472830665fbcf8900fb6d669e\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"580\"/><span>Data by YCharts</span></p><h2>Risks with NIO</h2><p>The biggest commercial risk for NIO is a slowdown in delivery growth, a slowing ramp of sedan production, and declining vehicle margins. Of all these risk factors, I believe the first one, slowing top line and delivery growth, posts the biggest risk to NIO because it could potentially push the break-even year further out into the future.</p><h2>Final thoughts</h2><p>NIO saw 31.2% year or year delivery growth in April and Li Auto once again beat the EV competition regarding delivery performance. Due to strong demand for electric vehicle sedans, NIO continues to see a ramp in its sedan delivery share. New product launches, such as the new EC7 and ES6 could be a boost to NIO&#39;s delivery growth in the months ahead. NIO currently has the lowest P/S ratio in its industry group, and the EV company faces up to three important catalysts (2 short term, 1 long term): (1) NIO’s sedan delivery share continued to ramp up in April signaling a transformation to a less SUV-centric EV maker (2) NIO is launching new products which could add to delivery growth in the coming months and (3) NIO is rapidly approaching its break-even year. For those reasons, and because NIO&#39;s P/S ratio indicates relative undervaluation, I will remain long NIO!</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>NIO: 3 Catalysts For A Major Rebound</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\">\nNIO: 3 Catalysts For A Major Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-09 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4601469-nio-3-catalysts-for-major-rebound><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO saw a drop-off in deliveries on a month over month basis in April.However, NIO's sedan delivery share continued to increase. New product launches could add to delivery growth.NIO continues ...</p>\n\n<a href=\"https://seekingalpha.com/article/4601469-nio-3-catalysts-for-major-rebound\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4601469-nio-3-catalysts-for-major-rebound","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2333280197","content_text":"SummaryNIO saw a drop-off in deliveries on a month over month basis in April.However, NIO's sedan delivery share continued to increase. New product launches could add to delivery growth.NIO continues to represent solid value due to an extraordinarily low P/S ratio. Break-even achievement could also be a catalyst.NIO saw a decent year over year increase in deliveries for the month of April, but the company's delivery monthly volume dropped again below 10 thousand units, which is a concern only in the short-term. On the positive side, the electric vehicle company achieved a 74% sedan delivery share last month and the company just started deliveries of the EC7 coupe SUV. With NIO's shares languishing, I don’t believe that the company’s delivery potential is properly reflected in NIO's valuation. I see three catalysts (2 short term, 1 longer term) that could drive a fundamental revaluation of NIO's delivery prospects!Comparison of NIO's April delivery performance to its top EV rivalsNIO delivered 6,658 electric vehicles in April, showing a year over year growth rate of 31.2%. However, last year’s April results were suppressed due to supply chain issues so the delivery benchmark was low in the year-earlier period. NIO's deliveries fell below 10 thousand units again in April as the company adjusted its production lines and transitions to sedans and it was the first time since January that the company's deliveries fell below this psychologically important threshold.By far the best delivery performance was achieved by Li Auto (LI) which delivered 25,681 electric vehicles in April, showing a massive 516.3% year over year increase. For reasons explained here, I continue to see Li Auto as top value for EV investors.XPeng (XPEV) reported another month of declining year over year delivery growth. Of all three EV manufacturers, NIO had the lowest monthly delivery volume and Li Auto the highest. However, NIO's sedan production is ramping up and the company is launching new models soon which could bump up NIO's delivery growth rate again in the coming months.DeliveriesFeb-23Feb Y/Y GrowthMar-23Mar Y/Y GrowthApr-23Apr Y/Y GrowthNIO12,15798.3%10,3783.9%6,65831.2%XPEV6,010-3.5%7,002-54.6%7,079-21.4%LI16,62097.5%20,82388.7%25,681516.3%(Source: Author)Two catalysts: growing sedan delivery share, new EV product launchesOne of the most significant business drivers for NIO in the last year has been the ramp of sedan products like the ET7 and ET5 which both launched last year. NIO has steadily ramped up production of its sedans at the expense of SUV production, however. As a result, NIO's sedan delivery share has increased again to 74% in April and I believe the sedan share could grow to 80% by the end of FY 2023. Electric vehicle sedans have become more popular in China in the last year which explains NIO's aggressive ramp. A ramp in sedan deliveries is tapping into this demand and could potentially reignite investor interest in NIO's shares going forward.NIO ET7/ET5 MetricsDec-22Jan-23Feb-23Mar-23Apr-23Total Deliveries15,8158,50612,15710,3786,658NIO Sedan Deliveries8,9736,3167,1207,1754,945M/M Growth45.3%-29.6%12.7%0.8%-31.1%Sedan Delivery Share56.7%74.3%58.6%69.1%74.3%(Source: Author)The second catalyst for a potentially higher valuation relates to new product launches. NIO has started to deliver the EC7 in late April, a five-seater coupe sport utility vehicle which could drive delivery growth in the coming months. At the Shanghai auto show in April, NIO also debuted the new ES6 sport utility vehicle as well as the new ET7 flagship sedan. Deliveries for the new models are expected to begin in May 2023. NIO's new flagship ES8 sport utility vehicle is projected to see the beginning of deliveries to customers in June. New product launches could be a powerful catalyst for NIO's delivery growth, especially as the company's sedan line-up grows.3rd catalyst for an upside revaluationAfter years of fine tuning production lines and growing its product portfolio, NIO is finally coming close to break-even... which I believe would be an event of great significance for the EV company. NIO is expected to be profitable in FY 2026 (consensus view), but it could potentially achieve break-even earlier if sedan deliveries continue to ramp up and the monthly production/delivery volume returns to 10 thousand units. Strong demand for sedan EVs, new EV launches and scale could help NIO get there quickly.NIO is expected to lose $0.31 per-share in FY 2024, so there is even a possibility, in my opinion, that the EV company comes very close to break-even as soon as next year. Investors would likely reward NIO with a higher valuation multiplier if they see the EV company finally posting profits.Source: Seeking AlphaNIO’s valuationI can’t help but like NIO’s valuation at this point. NIO’s shares are currently trading at $8.15 which gives the electric vehicle start-up a low P/S ratio of 0.78X and a market cap of approximately $13.8B. NIO is expected to generate by far the largest revenues ($17.6B) of all three manufacturers next year. NIO achieved a significantly higher market cap during the pandemic and while the valuation at that time may have been inflated, I believe NIO has revaluation potential if the company executes on its sedan ramp.Data by YChartsRisks with NIOThe biggest commercial risk for NIO is a slowdown in delivery growth, a slowing ramp of sedan production, and declining vehicle margins. Of all these risk factors, I believe the first one, slowing top line and delivery growth, posts the biggest risk to NIO because it could potentially push the break-even year further out into the future.Final thoughtsNIO saw 31.2% year or year delivery growth in April and Li Auto once again beat the EV competition regarding delivery performance. Due to strong demand for electric vehicle sedans, NIO continues to see a ramp in its sedan delivery share. New product launches, such as the new EC7 and ES6 could be a boost to NIO's delivery growth in the months ahead. NIO currently has the lowest P/S ratio in its industry group, and the EV company faces up to three important catalysts (2 short term, 1 long term): (1) NIO’s sedan delivery share continued to ramp up in April signaling a transformation to a less SUV-centric EV maker (2) NIO is launching new products which could add to delivery growth in the coming months and (3) NIO is rapidly approaching its break-even year. For those reasons, and because NIO's P/S ratio indicates relative undervaluation, I will remain long NIO!","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947425816,"gmtCreate":1683524668335,"gmtModify":1683524677791,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Its already sky rocketed !&nbsp; PE : 163","listText":"Its already sky rocketed !&nbsp; PE : 163","text":"Its already sky rocketed ! PE : 163","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947425816","repostId":"2333447129","repostType":4,"repost":{"id":"2333447129","pubTimestamp":1683522358,"share":"https://ttm.financial/m/news/2333447129?lang=&edition=fundamental","pubTime":"2023-05-08 13:05","market":"us","language":"en","title":"2 Reasons to Buy Nvidia Stock Before It Skyrockets","url":"https://stock-news.laohu8.com/highlight/detail?id=2333447129","media":"Motley Fool","summary":"Shares are already soaring. But there is more room to run.","content":"<html><head></head><body><p>2023 has been great so far for growth stock investors, who have seen top companies like <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> recapture much of the previous year&#39;s losses. But with shares of the semiconductor leader still down 15% from an all-time high of $333, some investors are still in the red. Let&#39;s explore two reasons why the recovery might be far from over. </p><h2>Nvidia&#39;s economic moat remains strong</h2><p>Nvidia&#39;s stock performed poorly in 2022, reflecting the macroeconomic challenges it faced in the period. Fourth-quarter revenue dropped 21% to $6.05 billion because of weakness in the gaming segment. Demand for consumer graphics cards is cyclical because they are non-essential luxury products that can be easily substituted with older models when money is tight. And right now, inflation is eroding gamers&#39; purchasing power. </p><p>Nvidia&#39;s gaming chips are also used for cryptocurrency mining. And when this market tanked, it created a surplus of GPUs in the market -- leaving gamers spoiled for choice when upgrading their rigs. </p><p>With all that said, like all cycles, this one could eventually reverse. And Nvidia&#39;s strong economic moat ensures that a temporary downturn doesn&#39;t destroy its long-term thesis. The company still controls a whopping 78% of the discrete GPU market, and it maintains its lead through technological innovation.</p><p>In late 2022, the company released its RTX 40 line of graphics cards, which deliver substantial performance and efficiency improvements over its predecessor, RTX 30. </p><h2>AI is a transformational opportunity</h2><p>While gaming graphics are still the core of Nvidia&#39;s business, management seemed to brush over it in the company&#39;s most recent earnings call. Why? Because artificial intelligence (AI) might be the bigger story. According to data cited by Statista, the $100 billion AI market could surge 20-fold to almost $20 trillion by the end of the decade. And Nvidia is positioned to capture a chunk of this eyewatering expansion. </p><p>Just as in gaming, Nvidia has a near-monopoly on the market for GPUs advanced enough to be used for machine learning, with a market share of 95%, according to New Street Research. About 10,000 of Nvidia&#39;s A100 chips were used to train OpenAI&#39;s ChatGPT model. And investors should expect demand to grow as more AI platforms are developed. </p><p>The technology also has applications for Nvidia&#39;s data center business, where it stores and interprets large volumes of information for enterprise clients. To further explore this opportunity, the company has developed an AI supercomputer called DGX Cloud designed to give enterprises access to the infrastructure needed to build advanced applications without having to buy and run the GPUs themselves. </p><h2>An undeniably high valuation </h2><p>With Nvidia&#39;s forward price-to-earnings (P/E) multiple of 60, a lot of success is already priced into its valuation, which could make investors feel late to the party. But you get what you pay for in the stock market, and Nvidia&#39;s rock-solid economic moat in such an advanced industry could translate into years of sustainable growth and profits.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Reasons to Buy Nvidia Stock Before It Skyrockets</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\">\n2 Reasons to Buy Nvidia Stock Before It Skyrockets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-08 13:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/07/3-reasons-to-buy-nvidia-stock-before-it-skyrockets/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023 has been great so far for growth stock investors, who have seen top companies like Nvidia recapture much of the previous year's losses. But with shares of the semiconductor leader still down 15% ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/07/3-reasons-to-buy-nvidia-stock-before-it-skyrockets/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/05/07/3-reasons-to-buy-nvidia-stock-before-it-skyrockets/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2333447129","content_text":"2023 has been great so far for growth stock investors, who have seen top companies like Nvidia recapture much of the previous year's losses. But with shares of the semiconductor leader still down 15% from an all-time high of $333, some investors are still in the red. Let's explore two reasons why the recovery might be far from over. Nvidia's economic moat remains strongNvidia's stock performed poorly in 2022, reflecting the macroeconomic challenges it faced in the period. Fourth-quarter revenue dropped 21% to $6.05 billion because of weakness in the gaming segment. Demand for consumer graphics cards is cyclical because they are non-essential luxury products that can be easily substituted with older models when money is tight. And right now, inflation is eroding gamers' purchasing power. Nvidia's gaming chips are also used for cryptocurrency mining. And when this market tanked, it created a surplus of GPUs in the market -- leaving gamers spoiled for choice when upgrading their rigs. With all that said, like all cycles, this one could eventually reverse. And Nvidia's strong economic moat ensures that a temporary downturn doesn't destroy its long-term thesis. The company still controls a whopping 78% of the discrete GPU market, and it maintains its lead through technological innovation.In late 2022, the company released its RTX 40 line of graphics cards, which deliver substantial performance and efficiency improvements over its predecessor, RTX 30. AI is a transformational opportunityWhile gaming graphics are still the core of Nvidia's business, management seemed to brush over it in the company's most recent earnings call. Why? Because artificial intelligence (AI) might be the bigger story. According to data cited by Statista, the $100 billion AI market could surge 20-fold to almost $20 trillion by the end of the decade. And Nvidia is positioned to capture a chunk of this eyewatering expansion. Just as in gaming, Nvidia has a near-monopoly on the market for GPUs advanced enough to be used for machine learning, with a market share of 95%, according to New Street Research. About 10,000 of Nvidia's A100 chips were used to train OpenAI's ChatGPT model. And investors should expect demand to grow as more AI platforms are developed. The technology also has applications for Nvidia's data center business, where it stores and interprets large volumes of information for enterprise clients. To further explore this opportunity, the company has developed an AI supercomputer called DGX Cloud designed to give enterprises access to the infrastructure needed to build advanced applications without having to buy and run the GPUs themselves. An undeniably high valuation With Nvidia's forward price-to-earnings (P/E) multiple of 60, a lot of success is already priced into its valuation, which could make investors feel late to the party. But you get what you pay for in the stock market, and Nvidia's rock-solid economic moat in such an advanced industry could translate into years of sustainable growth and profits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944734226,"gmtCreate":1682096462265,"gmtModify":1682096465058,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$ &nbsp;</a>Breaks the WKly resistance...","listText":"<a href=\"https://ttm.financial/S/DKNG\">$DraftKings Inc.(DKNG)$ &nbsp;</a>Breaks the WKly resistance...","text":"$DraftKings Inc.(DKNG)$ Breaks the WKly resistance...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944734226","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944240252,"gmtCreate":1681887034477,"gmtModify":1681887038401,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Shitty stock ... Have been downtrends for ages&nbsp;","listText":"Shitty stock ... Have been downtrends for ages&nbsp;","text":"Shitty stock ... Have been downtrends for ages","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944240252","repostId":"2328621537","repostType":2,"repost":{"id":"2328621537","pubTimestamp":1681885849,"share":"https://ttm.financial/m/news/2328621537?lang=&edition=fundamental","pubTime":"2023-04-19 14:30","market":"us","language":"en","title":"NIO's New Expansion Plans: What It Means for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2328621537","media":"InvestorPlace","summary":"Nio seems to want to do many things at the same time. The company recently entered into a five-year partnership with Wencan Group, a supplier of one-piece die-casting parts. On top of that, Nio disclosed a collaboration with energy technology companyTibber, which provides an energy usage tracking app.It’s possible that Nio’s management believes “more” is the same as “better,” but that’s not always true. You may have noticed that many large, successful companies are reducing their operations and ","content":"<html><head></head><body><ul><li><p><strong>Nio</strong> (<strong>NIO</strong>) is moving aggressively into the battery-swapping market.</p></li><li><p>Nio is collaborating with a die-casting parts supplier and an energy technology company.</p></li><li><p>Investors should wait for these developments to play out as the future is uncertain for NIO stock.</p></li></ul><p>China-based electric vehicle manufacturer <strong>Nio</strong> (NYSE: <strong>NIO</strong>) is looking to broaden its scope. However, prospective NIO stock investors should view Nio’s expansion plans with a critical eye.</p><p>The company’s venture into battery-swapping technology and other fields will require time and capital (both financial and human). In the end, the results might disappoint overeager shareholders.</p><p>Nio is already working hard to establish itself as an EV maker in a highly competitive industry. The automaker plans to expand its market footprint in China as well as internationally.</p><p>Yet, Nio’s investors should prepare for share-price volatility as the company could experience growing pains this year. Expansion plans can be hit-or-miss, and it’s probably better to adopt a wait-and-see policy instead of jumping headfirst into a trade.</p><h2>Nio Tries Its Hand at Battery Swapping Tech</h2><p>Remember, Nio’s track record isn’t perfect when it comes to expanding into different fields. For instance, Nio closed its insurance brokerage subsidiary company because of regulatory problems.</p><p>Also, the company’s attempt to commercialize a smartphone called the NIO Phone seems to be going nowhere fast.</p><p>Nio should probably stay in its lane. Nevertheless, the company is aggressively venturing into a relatively new and untested market: the battery swapping stations.</p><p>Nio set a goal of establishing 2,300 battery swapping stations by the end of this year. It will undoubtedly be a capital and labor intensive operation.</p><p>Perhaps Nio ought to be saving money instead of spending it on new projects, as the company sustained a $838.9 million net earnings loss during 2022’s fourth quarter.</p><h2>How Could This Affect NIO Stock?</h2><p>Nio seems to want to do many things at the same time. The company recently entered into a five-year partnership with <strong>Wencan Group</strong>, a supplier of one-piece die-casting parts. On top of that, Nio disclosed a collaboration with energy technology company <strong>Tibber</strong>, which provides an energy usage tracking app.</p><p>It’s possible that Nio’s management believes “more” is the same as “better,” but that’s not always true. You may have noticed that many large, successful companies are reducing their operations and expenditures this year.</p><p>Nio should consider focusing on what the company has already poured a great deal of capital and man-hours into: producing EVs that will resonate with the public.</p><p>The company declared that it “will speed up the expansion of the battery swapping network” this year, but this might or might not have the desired outcome. Thus, as a cautious investor, you can choose to monitor the situation and revisit NIO stock at a later date.</p><h2>Ambitious Expansion Plans and NIO Stock</h2><p>Nio’s management has a serious choice to make. They can continue to test out new ventures and collaborations, but the results will be uncertain.</p><p>Or, they can focus less on expansion plans, and instead stick to Nio’s core business of manufacturing EVs in a super-competitive market. Frankly, the company’s deep-dive into battery swapping stations might not boost NIO stock. Therefore, it’s wise to stay on the sidelines and watch Nio’s progress – or lack thereof – from a safe distance.</p></body></html>","source":"investorplace","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>NIO's New Expansion Plans: What It Means for Investors</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\">\nNIO's New Expansion Plans: What It Means for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 14:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/04/nios-new-expansion-plans-what-it-means-for-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) is moving aggressively into the battery-swapping market.Nio is collaborating with a die-casting parts supplier and an energy technology company.Investors should wait for these developments ...</p>\n\n<a href=\"https://investorplace.com/market360/2023/04/nios-new-expansion-plans-what-it-means-for-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/market360/2023/04/nios-new-expansion-plans-what-it-means-for-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328621537","content_text":"Nio (NIO) is moving aggressively into the battery-swapping market.Nio is collaborating with a die-casting parts supplier and an energy technology company.Investors should wait for these developments to play out as the future is uncertain for NIO stock.China-based electric vehicle manufacturer Nio (NYSE: NIO) is looking to broaden its scope. However, prospective NIO stock investors should view Nio’s expansion plans with a critical eye.The company’s venture into battery-swapping technology and other fields will require time and capital (both financial and human). In the end, the results might disappoint overeager shareholders.Nio is already working hard to establish itself as an EV maker in a highly competitive industry. The automaker plans to expand its market footprint in China as well as internationally.Yet, Nio’s investors should prepare for share-price volatility as the company could experience growing pains this year. Expansion plans can be hit-or-miss, and it’s probably better to adopt a wait-and-see policy instead of jumping headfirst into a trade.Nio Tries Its Hand at Battery Swapping TechRemember, Nio’s track record isn’t perfect when it comes to expanding into different fields. For instance, Nio closed its insurance brokerage subsidiary company because of regulatory problems.Also, the company’s attempt to commercialize a smartphone called the NIO Phone seems to be going nowhere fast.Nio should probably stay in its lane. Nevertheless, the company is aggressively venturing into a relatively new and untested market: the battery swapping stations.Nio set a goal of establishing 2,300 battery swapping stations by the end of this year. It will undoubtedly be a capital and labor intensive operation.Perhaps Nio ought to be saving money instead of spending it on new projects, as the company sustained a $838.9 million net earnings loss during 2022’s fourth quarter.How Could This Affect NIO Stock?Nio seems to want to do many things at the same time. The company recently entered into a five-year partnership with Wencan Group, a supplier of one-piece die-casting parts. On top of that, Nio disclosed a collaboration with energy technology company Tibber, which provides an energy usage tracking app.It’s possible that Nio’s management believes “more” is the same as “better,” but that’s not always true. You may have noticed that many large, successful companies are reducing their operations and expenditures this year.Nio should consider focusing on what the company has already poured a great deal of capital and man-hours into: producing EVs that will resonate with the public.The company declared that it “will speed up the expansion of the battery swapping network” this year, but this might or might not have the desired outcome. Thus, as a cautious investor, you can choose to monitor the situation and revisit NIO stock at a later date.Ambitious Expansion Plans and NIO StockNio’s management has a serious choice to make. They can continue to test out new ventures and collaborations, but the results will be uncertain.Or, they can focus less on expansion plans, and instead stick to Nio’s core business of manufacturing EVs in a super-competitive market. Frankly, the company’s deep-dive into battery swapping stations might not boost NIO stock. Therefore, it’s wise to stay on the sidelines and watch Nio’s progress – or lack thereof – from a safe distance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":190691347992840,"gmtCreate":1687581237799,"gmtModify":1687581242270,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Nah ..&nbsp; Nvidia, tesla will . Less than a decade","listText":"Nah ..&nbsp; Nvidia, tesla will . Less than a decade","text":"Nah .. Nvidia, tesla will . Less than a decade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/190691347992840","repostId":"2345472226","repostType":2,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018499465,"gmtCreate":1649075290994,"gmtModify":1676534445364,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a>Today got good news???","listText":"<a href=\"https://ttm.financial/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a>Today got good news???","text":"$Gores Guggenheim Inc(GGPI)$Today got good news???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018499465","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583106134648492","authorId":"3583106134648492","name":"Frosty4ever","avatar":"https://community-static.tradeup.com/news/58fdf90023b13bdabb45b46bb0d645e1","crmLevel":3,"crmLevelSwitch":1,"idStr":"3583106134648492","authorIdStr":"3583106134648492"},"content":"yup. https://eletric-vehicles.com/polestar/breaking-hertz-buys-65000-polestar-evs-over-the-next-five-years-for-its-electric-fleet/","text":"yup. https://eletric-vehicles.com/polestar/breaking-hertz-buys-65000-polestar-evs-over-the-next-five-years-for-its-electric-fleet/","html":"yup. https://eletric-vehicles.com/polestar/breaking-hertz-buys-65000-polestar-evs-over-the-next-five-years-for-its-electric-fleet/"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186082732011648,"gmtCreate":1686469637020,"gmtModify":1686469643219,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Too late bubble going to burst","listText":"Too late bubble going to burst","text":"Too late bubble going to burst","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186082732011648","repostId":"2342008581","repostType":2,"repost":{"id":"2342008581","pubTimestamp":1686446894,"share":"https://ttm.financial/m/news/2342008581?lang=&edition=fundamental","pubTime":"2023-06-11 09:28","market":"us","language":"en","title":"It’s Time to Bet Big on AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2342008581","media":"InvestorPlace","summary":"When it comes to inflation, rate hikes don’t address the supply side of the equation.With automation, a company can make a lot more product at a fractionally higher marginal cost. Supply goes up without producing more economic demand.Automation technologies have progressed rapidly over the past few years, and they’re now at a point where they’re capable of creating meaningful real-world value.The tech has already arrived in retail, restaurants, media, and entertainment. And its uptake will explode from here.Let’s talk about the “need” part first.In short, the world needs to fix inflation. And ubiquitous adoption of automation technologies is the only way to suppress inflation permanently.But rate hikes don’t address the supply side of the inflation problem. The only way to fix that is if companies figure out a way to make more products and services. But to make more products and services in a human-driven world, you need more labor. That means companies need to hire more workers, which","content":"<html><head></head><body><ul><li><p>When it comes to inflation, rate hikes don’t address the supply side of the equation.</p></li><li><p>With automation, a company can make a lot more product at a fractionally higher marginal cost. Supply goes up without producing more economic demand.</p></li><li><p>Automation technologies have progressed rapidly over the past few years, and they’re now at a point where they’re capable of creating meaningful real-world value.</p></li><li><p>The tech has already arrived in retail, restaurants, media, and entertainment. And its uptake will explode from here.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d43566df68f1d3a69e83afbdf3e2f6a\" tg-width=\"768\" tg-height=\"432\"/></p><p>In the midst of all this stock market volatility, I’m busy doing one thing: looking for generational investment opportunities.</p><p>I’m pretty I’ve found one in AI stocks.</p><p>Ever since ChatGPT’s launch in late 2022, everyone has been buzzing about AI. But I’ve been researching this stuff for over five years now. And I can tell you that this is about much more than an online chatbot.</p><p>AI technologies represent <strong><u>one of the greatest technological paradigm shifts of our lifetimes</u>.</strong></p><p>And this shift isn’t something that will happen in 10 or 20 years. It has already started. And I think that in just a couple of years, AI will be running the world.</p><p>That is, over the next few years, we will go from living in a human-driven world to living in a robot-driven one. And as a result, our global economy will be forever transformed.</p><p>It sounds a tad science fiction, I know – like something out of <em>I, Robot. </em>But science fiction is actually on the cusp of becoming reality. That’s how big this change is…</p><p>Why am I so certain of this?</p><p>Because AI – like every major technological paradigm shift before it – is being driven by a convergence of need and ability. The world <strong><em>needs </em></strong>AI, and now society <strong><em>is able to build it</em></strong>.</p><p>When need meets ability, the world changes.</p><p>And that’s exactly what we have with AI today.</p><h2>The Urgent Need for AI</h2><p>Let’s talk about the “need” part first.</p><p>In short, the world needs to fix inflation. And <strong>ubiquitous adoption of automation technologies is the only way to suppress inflation permanently.</strong></p><p>There are two parts to the inflation problem. The demand for goods and services is too high, and the supply for them is too low.</p><p>The Fed can solve the first part. Hike interest rates. Choke off consumer spending. Suppress economic demand – pretty easy.</p><p>But rate hikes don’t address the supply side of the inflation problem. The only way to fix that is if companies figure out a way to make more products and services. But to make more products and services in a human-driven world, you need more labor. That means companies need to hire more workers, which means more wages, consumer income, spending, and economic demand.</p><p>In other words, the present “solution” to fixing the supply side of the inflation equation will exacerbate the demand dilemma. And therefore, it won’t permanently resolve the inflation situation.</p><p>We need a different solution – and not an inflationary human-driven solution. <strong><em>We need a disinflationary automation-driven solution.</em></strong></p><h2>Automation Counters Inflation</h2><p>Let’s play out the same scenario as above but in an automation-driven world.</p><p>A company needs to make more product. It deploys a series of automation technologies – both software and hardware – to make it.</p><p>Those technologies have a big upfront installation fee but very low recurring costs after that. Net impact to annual operating expenses? Tiny.</p><p>Yet, those technologies don’t sleep, clock out, or take vacations. They’re always working to make more product. Net impact to output? Huge boost.</p><p>The overall result – the company can make a lot more product at a fractionally higher marginal cost. <strong>Supply goes up without producing more economic demand.</strong></p><p>Automation is the panacea to our current inflation problem.</p><p>Companies are starting to realize this. That’s why they’re starting to turn toward automation technologies in 2023. <strong>And so emerges the multi-trillion-dollar Automation Economy</strong>.</p><h2>These Technologies Have Arrived</h2><p>Automation technologies have progressed rapidly over the past few years. They’re now at a point where they’re capable of creating meaningful real-world value – and at the perfect time, too!</p><p>For example, <strong>Walmart</strong> (<strong><u>WMT</u></strong>) is in the process of automating all its warehouses with an end-to-end robotics system. It will unpack, sort, store, and repack inbound and outbound parcels with a combination of robot arms and mini autonomous vehicles.</p><p>That’s after <strong>Amazon</strong> (<strong><u>AMZN</u></strong>) has already automated all its warehouses with its own robotics system. Plus, the company also acquired both iRobot (robotic vacuum maker) and Cloostermans (warehouse robotics firm). That was just months after unveiling its first-ever home robot.</p><p>Clearly, Amazon is making a big push in AI.</p><p>In the restaurant world, fast-casual chains like <strong>Chipotle </strong>(<strong><u>CMG</u></strong>), <strong>Wing Zone</strong>, and <strong>White Castle</strong> are using robots to make food. Other chains like <strong>Chili’s</strong> are using robots to wait tables.</p><p>And the automation takeover has arrived in retail, too. Robots and autonomous vehicles are being used to stock shelves, clean store aisles, and deliver food orders for chains like <strong>Domino’s Pizza </strong>(<strong><u>DPZ</u></strong>).</p><p>The Automation Revolution has touched down in the media and entertainment world as well. Have you seen those ads that say, “this ad was probably written by a robot”? What about those drawings that were created by Dall-E, the AI that generates pictures from queries? How about Jasper, the AI writing machine? And we know you’ve heard of ChatGPT.</p><p>That’s just the tip of the iceberg. Experts predict that by 2026, <strong><em>90% of all online content will be produced by AI</em></strong>.</p><p>Alas, I rest my case. The world doesn’t just need automation technologies today. It has automation technologies it can readily deploy, too.</p><p><strong>That’s a potent combination.</strong></p><h2>The Final Word on AI Stocks</h2><p>Every market crash is an opportunity to buy the “next big thing” for dirt-cheap while everyone else is worrying about short-term problems that will pass. (Indeed, they always do).</p><p>In the 1980s, that “next big thing” was the computer. In the 1990s, it was the internet. Then in the 2000s, it was the smartphone. And in the 2010s, it was electric vehicles.</p><p>Now, in the 2020s, it’s <strong>AI</strong>.</p><p>The time to bet big on automation stocks is today, while they’re still trading for just a few bucks. Take advantage before they absolutely soar over the next decade.</p></body></html>","source":"investorplace","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>It’s Time to Bet Big on AI</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\">\nIt’s Time to Bet Big on AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-11 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2023/06/its-time-to-bet-big-on-automation/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When it comes to inflation, rate hikes don’t address the supply side of the equation.With automation, a company can make a lot more product at a fractionally higher marginal cost. Supply goes up ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2023/06/its-time-to-bet-big-on-automation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4566":"资本集团","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","BK4579":"人工智能","PLTR":"Palantir Technologies Inc.","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","NVDA":"英伟达","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4503":"景林资产持仓","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4581":"高盛持仓","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4209":"餐馆","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","GOOG":"谷歌","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD"},"source_url":"https://investorplace.com/hypergrowthinvesting/2023/06/its-time-to-bet-big-on-automation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2342008581","content_text":"When it comes to inflation, rate hikes don’t address the supply side of the equation.With automation, a company can make a lot more product at a fractionally higher marginal cost. Supply goes up without producing more economic demand.Automation technologies have progressed rapidly over the past few years, and they’re now at a point where they’re capable of creating meaningful real-world value.The tech has already arrived in retail, restaurants, media, and entertainment. And its uptake will explode from here.In the midst of all this stock market volatility, I’m busy doing one thing: looking for generational investment opportunities.I’m pretty I’ve found one in AI stocks.Ever since ChatGPT’s launch in late 2022, everyone has been buzzing about AI. But I’ve been researching this stuff for over five years now. And I can tell you that this is about much more than an online chatbot.AI technologies represent one of the greatest technological paradigm shifts of our lifetimes.And this shift isn’t something that will happen in 10 or 20 years. It has already started. And I think that in just a couple of years, AI will be running the world.That is, over the next few years, we will go from living in a human-driven world to living in a robot-driven one. And as a result, our global economy will be forever transformed.It sounds a tad science fiction, I know – like something out of I, Robot. But science fiction is actually on the cusp of becoming reality. That’s how big this change is…Why am I so certain of this?Because AI – like every major technological paradigm shift before it – is being driven by a convergence of need and ability. The world needs AI, and now society is able to build it.When need meets ability, the world changes.And that’s exactly what we have with AI today.The Urgent Need for AILet’s talk about the “need” part first.In short, the world needs to fix inflation. And ubiquitous adoption of automation technologies is the only way to suppress inflation permanently.There are two parts to the inflation problem. The demand for goods and services is too high, and the supply for them is too low.The Fed can solve the first part. Hike interest rates. Choke off consumer spending. Suppress economic demand – pretty easy.But rate hikes don’t address the supply side of the inflation problem. The only way to fix that is if companies figure out a way to make more products and services. But to make more products and services in a human-driven world, you need more labor. That means companies need to hire more workers, which means more wages, consumer income, spending, and economic demand.In other words, the present “solution” to fixing the supply side of the inflation equation will exacerbate the demand dilemma. And therefore, it won’t permanently resolve the inflation situation.We need a different solution – and not an inflationary human-driven solution. We need a disinflationary automation-driven solution.Automation Counters InflationLet’s play out the same scenario as above but in an automation-driven world.A company needs to make more product. It deploys a series of automation technologies – both software and hardware – to make it.Those technologies have a big upfront installation fee but very low recurring costs after that. Net impact to annual operating expenses? Tiny.Yet, those technologies don’t sleep, clock out, or take vacations. They’re always working to make more product. Net impact to output? Huge boost.The overall result – the company can make a lot more product at a fractionally higher marginal cost. Supply goes up without producing more economic demand.Automation is the panacea to our current inflation problem.Companies are starting to realize this. That’s why they’re starting to turn toward automation technologies in 2023. And so emerges the multi-trillion-dollar Automation Economy.These Technologies Have ArrivedAutomation technologies have progressed rapidly over the past few years. They’re now at a point where they’re capable of creating meaningful real-world value – and at the perfect time, too!For example, Walmart (WMT) is in the process of automating all its warehouses with an end-to-end robotics system. It will unpack, sort, store, and repack inbound and outbound parcels with a combination of robot arms and mini autonomous vehicles.That’s after Amazon (AMZN) has already automated all its warehouses with its own robotics system. Plus, the company also acquired both iRobot (robotic vacuum maker) and Cloostermans (warehouse robotics firm). That was just months after unveiling its first-ever home robot.Clearly, Amazon is making a big push in AI.In the restaurant world, fast-casual chains like Chipotle (CMG), Wing Zone, and White Castle are using robots to make food. Other chains like Chili’s are using robots to wait tables.And the automation takeover has arrived in retail, too. Robots and autonomous vehicles are being used to stock shelves, clean store aisles, and deliver food orders for chains like Domino’s Pizza (DPZ).The Automation Revolution has touched down in the media and entertainment world as well. Have you seen those ads that say, “this ad was probably written by a robot”? What about those drawings that were created by Dall-E, the AI that generates pictures from queries? How about Jasper, the AI writing machine? And we know you’ve heard of ChatGPT.That’s just the tip of the iceberg. Experts predict that by 2026, 90% of all online content will be produced by AI.Alas, I rest my case. The world doesn’t just need automation technologies today. It has automation technologies it can readily deploy, too.That’s a potent combination.The Final Word on AI StocksEvery market crash is an opportunity to buy the “next big thing” for dirt-cheap while everyone else is worrying about short-term problems that will pass. (Indeed, they always do).In the 1980s, that “next big thing” was the computer. In the 1990s, it was the internet. Then in the 2000s, it was the smartphone. And in the 2010s, it was electric vehicles.Now, in the 2020s, it’s AI.The time to bet big on automation stocks is today, while they’re still trading for just a few bucks. Take advantage before they absolutely soar over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185131897069712,"gmtCreate":1686237636624,"gmtModify":1686237641406,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Hahahha .. buy tesla better","listText":"Hahahha .. buy tesla better","text":"Hahahha .. buy tesla better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185131897069712","repostId":"2341351225","repostType":2,"repost":{"id":"2341351225","pubTimestamp":1686212132,"share":"https://ttm.financial/m/news/2341351225?lang=&edition=fundamental","pubTime":"2023-06-08 16:15","market":"us","language":"en","title":"Alibaba: Why I Bought The Last Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2341351225","media":"Seeking Alpha","summary":"Jack Ma Michael Loccisano Alibaba Group Holding (NYSE:BABA) is a stock I've covered for a long time on Seeking Alpha. I haven't been covering it as much lately as I did in the past, because I've said ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Alibaba stock is cheap compared to U.S. tech stocks, with a market cap of just over $200 billion and $25 billion in annual free cash flow.</p></li><li><p>BABA faces increased competition in the domestic Chinese market due to regulatory changes, but its international commerce segment continues to grow rapidly.</p></li><li><p>Risks for Alibaba include mixed economic data from China, heightened competition, and ongoing U.S./China tensions.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caaaeb7cdfa665bf1550cbf2f7307f8f\" alt=\"Jack Ma\" title=\"Jack Ma\" tg-width=\"750\" tg-height=\"499\"/><span>Jack Ma</span></p><p><strong>Alibaba Group Holding</strong> (NYSE:BABA) is a stock I&#39;ve covered for a long time on Seeking Alpha. I haven&#39;t been covering it as much lately as I did in the past, because I&#39;ve said most of what I wanted to say about the company. However, I did add to my BABA position on the stock&#39;s most recent dip, as I thought that it had gotten too cheap when it fell to $78.</p><p>Today, Alibaba is doing $25 billion in annual free cash flow. It has $75 billion in cash and short term investments. As I wrote in a recent Tweet, the combined amount is enough to buy back more than half the float in three years, if the stock price doesn&#39;t change. The point is academic, because such a large buyback would undoubtedly move the price. However, it does go to show that Alibaba shareholders can probably safely expect more buybacks in the future.</p><p>A lot of investors appear to be of the opinion that Alibaba has lost its growth permanently. The company&#39;s revenue growth was only 2% last quarter, the growth rates were similar in the two quarters prior to that. It may well be that Alibaba&#39;s growth will be slower in the future than it was in the past. Indeed, that probably will be the case in the China commerce segment, where Alibaba faces stiff competition from JD (JD) and PDD Holdings (PDD). The international segment is a different story. Last quarter, Alibaba&#39;s international commerce segment actually regained its high double digit growth, after several quarters of deceleration. In Q1, that segment grew at 29%, making it BABA&#39;s biggest growth driver in the period. If the international commerce segment keeps growing rapidly, then it will become an ever-larger share of the whole, potentially driving significant growth.</p><p>Now, that last point needs some clarification, as several of Alibaba&#39;s business units are about to be spun off. So far, we know that the Cloud, Freshippo and Cainiao will be spun off to shareholders. In other words, the organization &#39;Alibaba&#39; as we know it will eventually stop existing, being split up into multiple companies. However, the spin off process will take time; the cloud is the only segment with an IPO planned to occur in the next 12 months. So, it&#39;s still worth thinking about Alibaba&#39;s &#34;whole firm&#34; growth and profitability.</p><p>In this article I will explain why I bought Alibaba&#39;s most recent dip, in which it fell to $78. I&#39;ll explain the thought process behind my purchase at that level, and the reasons I was happy buying at that level even though I hadn&#39;t planned on buying more BABA before the crash. Finally I&#39;ll explain why I still think the stock is a decent value today, even though it has rallied 10.2% from the level at which I bought.</p><h2>Valuation</h2><p>The main thing Alibaba had going for it when I bought the dip at $78 was a cheap valuation. BABA is one of the cheapest large technology companies in the world. It does $25 billion in annual free cash flow, yet its market cap is just a little over $200 billion. It wouldn&#39;t even take 10 years for BABA to buy back its entire float if the stock price didn&#39;t change!</p><p>Of course, there are reasons why Alibaba stock is cheap. It&#39;s based in China, a country perceived to be risky due to U.S./China tensions. It has several competitors, which has impeded its domestic market growth in recent quarters. Finally, it took a $2.8 billion fine in 2021, as a result of China&#39;s tech crackdown, and some think that similar regulatory risks could present themselves in the future.</p><p>All of these risks result in BABA typically trading at a discount to its U.S.-based peers. At today&#39;s prices, the NASDAQ-100 index is at 23.72 times earnings. At the same time, Alibaba is trading at:</p><ul><li><p>10.74 times adjusted earnings.</p></li><li><p>21 times GAAP earnings.</p></li><li><p>1.75 times sales.</p></li><li><p>1.5 times book value.</p></li><li><p>7.4 times operating cash flow.</p></li><li><p>9.4 times free cash flow.</p></li></ul><p>Compared to U.S. tech stocks, Alibaba stock is quite cheap. In fact, going by some ratios, it&#39;s cheap compared to global stocks as a whole. The price/free cash flow ratio, for example, is low in absolute terms. Clearly, Alibaba stock is exposed to certain risks, but is it really so risky that it should trade at half the NASDAQ&#39;s earnings multiple indefinitely? In the next section, I&#39;ll explore some factors that can shed light on the matter.</p><h2>Competitive Position</h2><p>Leaving aside all of the geopolitical factors that I touched on previously, the main risk Alibaba faces today is heightened competition in the domestic Chinese market.</p><p>As mentioned previously, Alibaba faces competition in China from JD, PDD Holdings, and a few others. The number of large competitors hasn&#39;t changed much in the last few years, but one key factor has:</p><p><em>The regulatory environment.</em></p><p>As a result of China&#39;s 2021 tech crackdown, Alibaba can no longer have the &#34;choose one of two&#34; policy, which gave it an advantage over smaller competitors. It has to share links to <strong>Tencent</strong> (OTCPK:TCEHY) web domains and allow purchases via the WeChat app. It took a $2.8 billion fine for various anticompetitive practices. Basically, China is no longer allowing many practices that BABA once relied on to shore up its competitive position.</p><p>To be honest, it looks like there will be more competition in the China domestic market going forward. It&#39;s a different story in the international market. Alibaba&#39;s only true competitor internationally is PDD Holdings: JD is not actively selling in the U.S. or Europe. JD&#39;s international business is mostly focused on imports from non-Chinese markets to China. Shein is a partial competitor, but it only sells clothing, not the full gamut of goods you&#39;d find on Temu or AliExpress. In international markets, Alibaba faces competition from PDD and non-Chinese e-Commerce platforms. However, when you consider that the Chinese shopping apps are mainly focused on low priced goods and &#34;deep discounts,&#34; it&#39;s not clear that <strong>Amazon</strong> (NASDAQ:AMZN) or <strong>Shopify</strong> (SHOP) are competitors there. Alibaba&#39;s relationship with AMZN and SHOP is more complementary than competitive: drop shippers buy bulk goods on Alibaba and sell them at a markup on the U.S. platforms. This is very different from AliExpress and Temu. More to the point, Alibaba shares in the success of vendors selling Chinese goods on Amazon, rather than being harmed by them.</p><h2>Risks and Challenges</h2><p>As we&#39;ve seen, Alibaba is a very cheap tech stock with a pretty good competitive position. For my money, it&#39;s a buy-I certainly think it was a buy when I grabbed it at $78. Nevertheless, there are many risks and challenges for investors to watch out for here:</p><ul><li><p><strong>Mixed economic data from China.</strong> China has been releasing its April and May economic data over the last few weeks, and it has been mixed. On a positive note for Alibaba&#39;s domestic operations, retail sales grew 18.4% in April. On a negative note for Alibaba&#39;s international operations, exports fell 7.5% in May. It&#39;s hard to say what these figures mean for Alibaba&#39;s business as a whole. They&#39;d tend to argue that sales will come in pretty strong for Q2, but on the other hand, they might be a bearish signal for the company&#39;s international operations. Given the mixed nature of these signals, it would be wise to play it safe with Alibaba, sizing positions appropriately.</p></li><li><p><strong>Competition.</strong> Thanks to China&#39;s 2021 regulatory crackdown, Alibaba now faces more competition than ever before. It&#39;s not that the number of competitors has increased, but rather that BABA has fewer tools at its disposal to gain market share. &#34;Choose one of two&#34; is out, exclusivity in payment providers is out, and more. So, on the domestic front, Alibaba will have to fight harder to gain market share.</p></li><li><p><strong>U.S./China tensions.</strong> The U.S. and China are at odds over many issues, particularly the status of Taiwan. China wants to integrate Taiwan with itself, the U.S. wants Taiwan to remain de-facto independent. The tensions between the U.S. and China sometimes have economic consequences. For example, in 2020, then-U.S. President slapped tariffs on $300 billion worth of Chinese goods. More recently, the Biden administration banned the export of various types of chip equipment to China. There is a real risk that this kind of economic tension continues, and investors will want to keep an eye on it.</p></li></ul><p>The risks and challenges above are worth thinking about. Nevertheless, Alibaba is a pretty cheap stock with high margins and a decent competitive position. It&#39;s still a pretty good value in this author&#39;s opinion.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Alibaba: Why I Bought The Last Dip</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\">\nAlibaba: Why I Bought The Last Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 16:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4610181-alibaba-why-i-bought-the-last-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock is cheap compared to U.S. tech stocks, with a market cap of just over $200 billion and $25 billion in annual free cash flow.BABA faces increased competition in the domestic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4610181-alibaba-why-i-bought-the-last-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4527":"明星科技股","BK4559":"巴菲特持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4501":"段永平概念","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4116":"互联网服务与基础架构","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4122":"互联网与直销零售","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","BK4581":"高盛持仓","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","BK4504":"桥水持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4558":"双十一","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4565":"NFT概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4554":"元宇宙及AR概念","IE0008368742.USD":"首域中国增长基金I Acc","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BABA":"阿里巴巴","BK4507":"流媒体概念","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","09988":"阿里巴巴-W","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4575":"芯片概念"},"source_url":"https://seekingalpha.com/article/4610181-alibaba-why-i-bought-the-last-dip","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2341351225","content_text":"SummaryAlibaba stock is cheap compared to U.S. tech stocks, with a market cap of just over $200 billion and $25 billion in annual free cash flow.BABA faces increased competition in the domestic Chinese market due to regulatory changes, but its international commerce segment continues to grow rapidly.Risks for Alibaba include mixed economic data from China, heightened competition, and ongoing U.S./China tensions.Jack MaAlibaba Group Holding (NYSE:BABA) is a stock I've covered for a long time on Seeking Alpha. I haven't been covering it as much lately as I did in the past, because I've said most of what I wanted to say about the company. However, I did add to my BABA position on the stock's most recent dip, as I thought that it had gotten too cheap when it fell to $78.Today, Alibaba is doing $25 billion in annual free cash flow. It has $75 billion in cash and short term investments. As I wrote in a recent Tweet, the combined amount is enough to buy back more than half the float in three years, if the stock price doesn't change. The point is academic, because such a large buyback would undoubtedly move the price. However, it does go to show that Alibaba shareholders can probably safely expect more buybacks in the future.A lot of investors appear to be of the opinion that Alibaba has lost its growth permanently. The company's revenue growth was only 2% last quarter, the growth rates were similar in the two quarters prior to that. It may well be that Alibaba's growth will be slower in the future than it was in the past. Indeed, that probably will be the case in the China commerce segment, where Alibaba faces stiff competition from JD (JD) and PDD Holdings (PDD). The international segment is a different story. Last quarter, Alibaba's international commerce segment actually regained its high double digit growth, after several quarters of deceleration. In Q1, that segment grew at 29%, making it BABA's biggest growth driver in the period. If the international commerce segment keeps growing rapidly, then it will become an ever-larger share of the whole, potentially driving significant growth.Now, that last point needs some clarification, as several of Alibaba's business units are about to be spun off. So far, we know that the Cloud, Freshippo and Cainiao will be spun off to shareholders. In other words, the organization 'Alibaba' as we know it will eventually stop existing, being split up into multiple companies. However, the spin off process will take time; the cloud is the only segment with an IPO planned to occur in the next 12 months. So, it's still worth thinking about Alibaba's \"whole firm\" growth and profitability.In this article I will explain why I bought Alibaba's most recent dip, in which it fell to $78. I'll explain the thought process behind my purchase at that level, and the reasons I was happy buying at that level even though I hadn't planned on buying more BABA before the crash. Finally I'll explain why I still think the stock is a decent value today, even though it has rallied 10.2% from the level at which I bought.ValuationThe main thing Alibaba had going for it when I bought the dip at $78 was a cheap valuation. BABA is one of the cheapest large technology companies in the world. It does $25 billion in annual free cash flow, yet its market cap is just a little over $200 billion. It wouldn't even take 10 years for BABA to buy back its entire float if the stock price didn't change!Of course, there are reasons why Alibaba stock is cheap. It's based in China, a country perceived to be risky due to U.S./China tensions. It has several competitors, which has impeded its domestic market growth in recent quarters. Finally, it took a $2.8 billion fine in 2021, as a result of China's tech crackdown, and some think that similar regulatory risks could present themselves in the future.All of these risks result in BABA typically trading at a discount to its U.S.-based peers. At today's prices, the NASDAQ-100 index is at 23.72 times earnings. At the same time, Alibaba is trading at:10.74 times adjusted earnings.21 times GAAP earnings.1.75 times sales.1.5 times book value.7.4 times operating cash flow.9.4 times free cash flow.Compared to U.S. tech stocks, Alibaba stock is quite cheap. In fact, going by some ratios, it's cheap compared to global stocks as a whole. The price/free cash flow ratio, for example, is low in absolute terms. Clearly, Alibaba stock is exposed to certain risks, but is it really so risky that it should trade at half the NASDAQ's earnings multiple indefinitely? In the next section, I'll explore some factors that can shed light on the matter.Competitive PositionLeaving aside all of the geopolitical factors that I touched on previously, the main risk Alibaba faces today is heightened competition in the domestic Chinese market.As mentioned previously, Alibaba faces competition in China from JD, PDD Holdings, and a few others. The number of large competitors hasn't changed much in the last few years, but one key factor has:The regulatory environment.As a result of China's 2021 tech crackdown, Alibaba can no longer have the \"choose one of two\" policy, which gave it an advantage over smaller competitors. It has to share links to Tencent (OTCPK:TCEHY) web domains and allow purchases via the WeChat app. It took a $2.8 billion fine for various anticompetitive practices. Basically, China is no longer allowing many practices that BABA once relied on to shore up its competitive position.To be honest, it looks like there will be more competition in the China domestic market going forward. It's a different story in the international market. Alibaba's only true competitor internationally is PDD Holdings: JD is not actively selling in the U.S. or Europe. JD's international business is mostly focused on imports from non-Chinese markets to China. Shein is a partial competitor, but it only sells clothing, not the full gamut of goods you'd find on Temu or AliExpress. In international markets, Alibaba faces competition from PDD and non-Chinese e-Commerce platforms. However, when you consider that the Chinese shopping apps are mainly focused on low priced goods and \"deep discounts,\" it's not clear that Amazon (NASDAQ:AMZN) or Shopify (SHOP) are competitors there. Alibaba's relationship with AMZN and SHOP is more complementary than competitive: drop shippers buy bulk goods on Alibaba and sell them at a markup on the U.S. platforms. This is very different from AliExpress and Temu. More to the point, Alibaba shares in the success of vendors selling Chinese goods on Amazon, rather than being harmed by them.Risks and ChallengesAs we've seen, Alibaba is a very cheap tech stock with a pretty good competitive position. For my money, it's a buy-I certainly think it was a buy when I grabbed it at $78. Nevertheless, there are many risks and challenges for investors to watch out for here:Mixed economic data from China. China has been releasing its April and May economic data over the last few weeks, and it has been mixed. On a positive note for Alibaba's domestic operations, retail sales grew 18.4% in April. On a negative note for Alibaba's international operations, exports fell 7.5% in May. It's hard to say what these figures mean for Alibaba's business as a whole. They'd tend to argue that sales will come in pretty strong for Q2, but on the other hand, they might be a bearish signal for the company's international operations. Given the mixed nature of these signals, it would be wise to play it safe with Alibaba, sizing positions appropriately.Competition. Thanks to China's 2021 regulatory crackdown, Alibaba now faces more competition than ever before. It's not that the number of competitors has increased, but rather that BABA has fewer tools at its disposal to gain market share. \"Choose one of two\" is out, exclusivity in payment providers is out, and more. So, on the domestic front, Alibaba will have to fight harder to gain market share.U.S./China tensions. The U.S. and China are at odds over many issues, particularly the status of Taiwan. China wants to integrate Taiwan with itself, the U.S. wants Taiwan to remain de-facto independent. The tensions between the U.S. and China sometimes have economic consequences. For example, in 2020, then-U.S. President slapped tariffs on $300 billion worth of Chinese goods. More recently, the Biden administration banned the export of various types of chip equipment to China. There is a real risk that this kind of economic tension continues, and investors will want to keep an eye on it.The risks and challenges above are worth thinking about. Nevertheless, Alibaba is a pretty cheap stock with high margins and a decent competitive position. It's still a pretty good value in this author's opinion.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351163898,"gmtCreate":1616575823514,"gmtModify":1704795857299,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>HoldOrCut&nbsp;???","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>HoldOrCut&nbsp;???","text":"$Naked Brand(NAKD)$HoldOrCut ???","images":[{"img":"https://static.tigerbbs.com/5467cf95ed1d5a885c25248b94351087","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/351163898","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383158997,"gmtCreate":1612857352919,"gmtModify":1704875001049,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/Z59.SI\">$YOMA STRATEGIC HOLDINGS LTD(Z59.SI)$</a>Can touch $0.15???","listText":"<a href=\"https://laohu8.com/S/Z59.SI\">$YOMA STRATEGIC HOLDINGS LTD(Z59.SI)$</a>Can touch $0.15???","text":"$YOMA STRATEGIC HOLDINGS LTD(Z59.SI)$Can touch $0.15???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/383158997","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351168625,"gmtCreate":1616575945267,"gmtModify":1704795860454,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a>Hold !!!","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a>Hold !!!","text":"$RLX Technology(RLX)$Hold !!!","images":[{"img":"https://static.tigerbbs.com/22524b2d769db1b888507702c02de91c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/351168625","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573553526016338","authorId":"3573553526016338","name":"Charcoalman","avatar":"https://static.tigerbbs.com/a0c9295ff08d561a77186402296a7283","crmLevel":1,"crmLevelSwitch":0,"idStr":"3573553526016338","authorIdStr":"3573553526016338"},"content":"This price, what's there to be worried come on, to us is showing off","text":"This price, what's there to be worried come on, to us is showing off","html":"This price, what's there to be worried come on, to us is showing off"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363262494,"gmtCreate":1614143439518,"gmtModify":1704888679559,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>Is it Game Over for $nakd????","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>Is it Game Over for $nakd????","text":"$Naked Brand(NAKD)$Is it Game Over for $nakd????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/363262494","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565846066198802","authorId":"3565846066198802","name":"圆5555","avatar":"https://community-static.tradeup.com/news/dcb96406df787b1c4a31abe1da8f66b9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3565846066198802","authorIdStr":"3565846066198802"},"content":"Yes, over. Crashing now. See you at $0.2","text":"Yes, over. Crashing now. See you at $0.2","html":"Yes, over. Crashing now. See you at $0.2"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248473688842248,"gmtCreate":1701700545270,"gmtModify":1701700547801,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HUT\">$Hut 8 Mining Corp(HUT)$ </a>&nbsp; Why cant I sell this stocks???","listText":"<a href=\"https://ttm.financial/S/HUT\">$Hut 8 Mining Corp(HUT)$ </a>&nbsp; Why cant I sell this stocks???","text":"$Hut 8 Mining Corp(HUT)$ Why cant I sell this stocks???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/248473688842248","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"content":"i got fark by tigr... its the 5 to 1 spilts ... now Im on negative.","text":"i got fark by tigr... its the 5 to 1 spilts ... now Im on negative.","html":"i got fark by tigr... its the 5 to 1 spilts ... now Im on negative."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184307339403416,"gmtCreate":1686020577586,"gmtModify":1686020582317,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Buy Hang Seng Index !","listText":"Buy Hang Seng Index !","text":"Buy Hang Seng Index !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184307339403416","repostId":"1167270944","repostType":4,"repost":{"id":"1167270944","pubTimestamp":1686020092,"share":"https://ttm.financial/m/news/1167270944?lang=&edition=fundamental","pubTime":"2023-06-06 10:54","market":"us","language":"en","title":"Hong Kong Stocks Hit 2-Week High on China Stimulus Bets; Longfor Leads Surge in Property Developers","url":"https://stock-news.laohu8.com/highlight/detail?id=1167270944","media":"South China Morning Post","summary":"Chinese developers led a rally in Hong Kong stocks as investors pushed the local market benchmark to","content":"<html><head></head><body><p>Chinese developers led a rally in Hong Kong stocks as investors pushed the local market benchmark to a two-week high on speculation Beijing will inject stimulus to revive the ailing property market.</p><p>The Hang Seng Index rose 1.3 percent to 19,356.82 as of 10.20am local time, adding to a 4.9 percent rally over the past two days. The Tech Index jumped 1.5 percent while the Shanghai Composite Index retreated 0.3 percent.</p><p>Longfor Group surged 5.1 percent to HK$17.88 while peers Country Garden jumped 4.1 percent to HK$1.51 and China Resources Land strengthened 6.4 percent to HK$33.50. Alibaba Group paced tech winners, adding 0.8 percent to HK$83.40.</p><p>The Hang Seng Index pulled further away from the clutches of bears, after mainland media reports published articles this week to drum up support for Chinese equities despite lingering geopolitical tensions. Sentiment also improved amid speculation Beijing will soon inject stimulus to shore up the economy.</p><p>Official reports this week may show more wobbles in the world’s second-largest economy. Exports probably fell 1.3 percent in May from a year earlier, compared with an 8.5 percent gain in April, economists forecast before a Customs bureau report on Wednesday. A report on Friday may show factory-gate prices fell 4.4 percent, after a 3.6 percent drop in April.</p><p>Elsewhere, Chongqing Xishan Science and Technology surged 36 percent to 184.50 yuan on the first day of trading in Shanghai. Guangzhou Newlife Material rallied 18 percent to 46.16 yuan on its debut in Shenzhen.</p><p>Other major Asian markets were mixed. Japan’s Nikkei 225 climbed 0.3 percent, while South Korea’s Kospi rose 0.5 percent and Australia’s S&amp;P/ASX 200 lost 0.7 percent before a rate decision.</p></body></html>","source":"lsy1600132093512","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>Hong Kong Stocks Hit 2-Week High on China Stimulus Bets; Longfor Leads Surge in Property Developers</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\">\nHong Kong Stocks Hit 2-Week High on China Stimulus Bets; Longfor Leads Surge in Property Developers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-06 10:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.scmp.com/business/china-business/article/3223069/longfor-leads-surge-property-developers-hong-kong-stocks-hit-2-week-high-china-stimulus-bets?module=live&pgtype=homepage><strong>South China Morning Post</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese developers led a rally in Hong Kong stocks as investors pushed the local market benchmark to a two-week high on speculation Beijing will inject stimulus to revive the ailing property market....</p>\n\n<a href=\"https://www.scmp.com/business/china-business/article/3223069/longfor-leads-surge-property-developers-hong-kong-stocks-hit-2-week-high-china-stimulus-bets?module=live&pgtype=homepage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://www.scmp.com/business/china-business/article/3223069/longfor-leads-surge-property-developers-hong-kong-stocks-hit-2-week-high-china-stimulus-bets?module=live&pgtype=homepage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167270944","content_text":"Chinese developers led a rally in Hong Kong stocks as investors pushed the local market benchmark to a two-week high on speculation Beijing will inject stimulus to revive the ailing property market.The Hang Seng Index rose 1.3 percent to 19,356.82 as of 10.20am local time, adding to a 4.9 percent rally over the past two days. The Tech Index jumped 1.5 percent while the Shanghai Composite Index retreated 0.3 percent.Longfor Group surged 5.1 percent to HK$17.88 while peers Country Garden jumped 4.1 percent to HK$1.51 and China Resources Land strengthened 6.4 percent to HK$33.50. Alibaba Group paced tech winners, adding 0.8 percent to HK$83.40.The Hang Seng Index pulled further away from the clutches of bears, after mainland media reports published articles this week to drum up support for Chinese equities despite lingering geopolitical tensions. Sentiment also improved amid speculation Beijing will soon inject stimulus to shore up the economy.Official reports this week may show more wobbles in the world’s second-largest economy. Exports probably fell 1.3 percent in May from a year earlier, compared with an 8.5 percent gain in April, economists forecast before a Customs bureau report on Wednesday. A report on Friday may show factory-gate prices fell 4.4 percent, after a 3.6 percent drop in April.Elsewhere, Chongqing Xishan Science and Technology surged 36 percent to 184.50 yuan on the first day of trading in Shanghai. Guangzhou Newlife Material rallied 18 percent to 46.16 yuan on its debut in Shenzhen.Other major Asian markets were mixed. Japan’s Nikkei 225 climbed 0.3 percent, while South Korea’s Kospi rose 0.5 percent and Australia’s S&P/ASX 200 lost 0.7 percent before a rate decision.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314757918,"gmtCreate":1612384006134,"gmtModify":1704870522809,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>Btc ???? to 30K!!!!","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>Btc ???? to 30K!!!!","text":"$Canaan Inc.(CAN)$Btc ???? to 30K!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/314757918","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536829525028484","authorId":"3536829525028484","name":"何处是天涯","avatar":"https://static.tigerbbs.com/a67f97be0793c7f7733d2251848f0e37","crmLevel":5,"crmLevelSwitch":0,"idStr":"3536829525028484","authorIdStr":"3536829525028484"},"content":"BTC is 38k by now, lol","text":"BTC is 38k by now, lol","html":"BTC is 38k by now, lol"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202634452799664,"gmtCreate":1690509930708,"gmtModify":1690509934544,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"You must be joking? How much is per sq foot now? Compared just 3 yrs back","listText":"You must be joking? How much is per sq foot now? Compared just 3 yrs back","text":"You must be joking? How much is per sq foot now? Compared just 3 yrs back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/202634452799664","repostId":"1155322452","repostType":2,"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358509360,"gmtCreate":1616713089850,"gmtModify":1704797679617,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GNOG\">$Golden Nugget Online Gaming, Inc.(GNOG)$</a>Come on lets go GNoG !!!","listText":"<a href=\"https://laohu8.com/S/GNOG\">$Golden Nugget Online Gaming, Inc.(GNOG)$</a>Come on lets go GNoG !!!","text":"$Golden Nugget Online Gaming, Inc.(GNOG)$Come on lets go GNoG !!!","images":[{"img":"https://static.tigerbbs.com/c74de763a858deacb28cfaadcdd5b3eb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358509360","isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":194199419772928,"gmtCreate":1688451568976,"gmtModify":1688451573502,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"$500 end of year","listText":"$500 end of year","text":"$500 end of year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194199419772928","repostId":"2348954328","repostType":2,"repost":{"id":"2348954328","pubTimestamp":1688448561,"share":"https://ttm.financial/m/news/2348954328?lang=&edition=fundamental","pubTime":"2023-07-04 13:29","market":"us","language":"en","title":"Tesla's Deliveries Hit a Quarterly Record: Here's Why the Stock Is a Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2348954328","media":"Motley Fool","summary":"Tesla just shocked investors with a surprising acceleration of growth in electric vehicle deliveries.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla </a> is due to report its financial results for the second quarter of 2023 (ended June 30) on July 19. However, as always, it released its quarterly electric vehicle production and customer delivery numbers ahead of time.</p><p>Both figures were at record highs, suggesting that the company&#39;s recent price cuts are having a positive impact on demand.</p><p>Selling a higher volume of cars at a lower profit margin is a strategic move by CEO Elon Musk, not only to fend off growing competition in the electric vehicle industry, but also because it creates an even bigger long-term opportunity for the company. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3e1eccd0d9264e1c4caf8f2deb2b939\" alt=\"Image source: Tesla.\" title=\"Image source: Tesla.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Tesla.</span></p><h2>Tesla delivered a record number of cars in Q2</h2><p>Consumers have struggled under the pressure of high inflation and rising interest rates over the past year, and that&#39;s having a direct impact on the demand for big-ticket purchases like cars. As a result, Tesla has been trimming the price of its electric vehicles in 2023 to bring new buyers into the fold.</p><p>There&#39;s clear evidence it&#39;s working; the company delivered 422,875 cars to customers in the first quarter, which was a 36% year-over-year increase. And the freshly released Q2 figure was 466,140, marking a whopping 83% jump compared to the year-ago period -- a massive growth acceleration.</p><p>Of course, slashing prices to sell more vehicles comes at a cost. In Q1, Tesla&#39;s industry-leading gross profit margin fell to 19.3%, far below the year-ago figure of 29.1%. It was still much higher than the overall 15% gross margin of <strong>Ford</strong>, for example, but we won&#39;t know Tesla&#39;s most recent second-quarter result until July 19.</p><p>However, the margin Tesla earns by manufacturing and selling each vehicle might not matter in the long term. Why? Because the company is a leading developer of fully autonomous self-driving software, which could be released to the public later this year. Musk says the average passenger vehicle spends just 12 hours per week on the road, so by installing self-driving software, it could become a robotaxi and operate within an autonomous ride-hailing network.</p><p>The vehicle would earn revenue that would be split between its owner and Tesla, creating a brand-new industry that Cathie Wood&#39;s Ark Investment Management says could generate $4 trillion in revenue in the next five years. Musk says autonomous robotaxis could transform Tesla&#39;s economics, increasing its gross margin to over 70% in the long run because each car would potentially earn money for the company in perpetuity. As a result, Musk wants as many Tesla vehicles on the road as possible, even if it means sacrificing short-term profits from each sale.</p><h2>Why Tesla stock is a buy now</h2><p>Tesla stock is on a tear in 2023 with a 159% gain so far, but it&#39;s still down 31% from its all-time high following the dramatic sell-off in the technology sector last year. It appears relatively expensive based on traditional valuation metrics like the price-to-earnings (P/E) ratio; the company has generated $3.85 in earnings per share over the last four quarters, which gives the stock a P/E of 72.8.</p><p>That&#39;s more than twice as expensive as Tesla&#39;s peers in the technology sector, represented by the <strong>Nasdaq-100</strong> index, which trades at an average P/E of 31.1. But the stock market is a forward-looking machine, and Tesla&#39;s future potential is the reason investors are willing to pay a premium. </p><p>For example, Tesla has told investors it expects to produce 1.8 million cars in 2023, but it has already made more than 920,000 in the first half, which puts it on track to beat that figure. That&#39;s prompting investors to reconsider their forecasts, which is why the stock jumped 7% immediately following its Q2 production and deliveries news. Plus, the company intends to dramatically increase production going forward by operating as many as 12 Gigafactories around the world by 2030 (up from just four today). That would presumably give Tesla the capacity to make 20 million cars per year. </p><p>But, as mentioned above, the real profit potential will likely come from its self-driving software and the creation of a ride-hailing network. The more cars Tesla gets on the road now, the more money it stands to make in the future, so the whopping 83% increase in Q2 deliveries could have a compounding effect on the company&#39;s financials in the long run.</p><p>As a result, it&#39;s unlikely Tesla stock will remain 31% below its all-time high for much longer. However, investors who do buy it now should plan to hold on for at least five years to maximize the probability of earning a positive return.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Deliveries Hit a Quarterly Record: Here's Why the Stock Is a Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Deliveries Hit a Quarterly Record: Here's Why the Stock Is a Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 13:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/07/03/why-buy-tesla-stock-after-record-deliveries/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla  is due to report its financial results for the second quarter of 2023 (ended June 30) on July 19. However, as always, it released its quarterly electric vehicle production and customer delivery...</p>\n\n<a href=\"https://www.fool.com/investing/2023/07/03/why-buy-tesla-stock-after-record-deliveries/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/07/03/why-buy-tesla-stock-after-record-deliveries/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2348954328","content_text":"Tesla  is due to report its financial results for the second quarter of 2023 (ended June 30) on July 19. However, as always, it released its quarterly electric vehicle production and customer delivery numbers ahead of time.Both figures were at record highs, suggesting that the company's recent price cuts are having a positive impact on demand.Selling a higher volume of cars at a lower profit margin is a strategic move by CEO Elon Musk, not only to fend off growing competition in the electric vehicle industry, but also because it creates an even bigger long-term opportunity for the company. Here's why.Image source: Tesla.Tesla delivered a record number of cars in Q2Consumers have struggled under the pressure of high inflation and rising interest rates over the past year, and that's having a direct impact on the demand for big-ticket purchases like cars. As a result, Tesla has been trimming the price of its electric vehicles in 2023 to bring new buyers into the fold.There's clear evidence it's working; the company delivered 422,875 cars to customers in the first quarter, which was a 36% year-over-year increase. And the freshly released Q2 figure was 466,140, marking a whopping 83% jump compared to the year-ago period -- a massive growth acceleration.Of course, slashing prices to sell more vehicles comes at a cost. In Q1, Tesla's industry-leading gross profit margin fell to 19.3%, far below the year-ago figure of 29.1%. It was still much higher than the overall 15% gross margin of Ford, for example, but we won't know Tesla's most recent second-quarter result until July 19.However, the margin Tesla earns by manufacturing and selling each vehicle might not matter in the long term. Why? Because the company is a leading developer of fully autonomous self-driving software, which could be released to the public later this year. Musk says the average passenger vehicle spends just 12 hours per week on the road, so by installing self-driving software, it could become a robotaxi and operate within an autonomous ride-hailing network.The vehicle would earn revenue that would be split between its owner and Tesla, creating a brand-new industry that Cathie Wood's Ark Investment Management says could generate $4 trillion in revenue in the next five years. Musk says autonomous robotaxis could transform Tesla's economics, increasing its gross margin to over 70% in the long run because each car would potentially earn money for the company in perpetuity. As a result, Musk wants as many Tesla vehicles on the road as possible, even if it means sacrificing short-term profits from each sale.Why Tesla stock is a buy nowTesla stock is on a tear in 2023 with a 159% gain so far, but it's still down 31% from its all-time high following the dramatic sell-off in the technology sector last year. It appears relatively expensive based on traditional valuation metrics like the price-to-earnings (P/E) ratio; the company has generated $3.85 in earnings per share over the last four quarters, which gives the stock a P/E of 72.8.That's more than twice as expensive as Tesla's peers in the technology sector, represented by the Nasdaq-100 index, which trades at an average P/E of 31.1. But the stock market is a forward-looking machine, and Tesla's future potential is the reason investors are willing to pay a premium. For example, Tesla has told investors it expects to produce 1.8 million cars in 2023, but it has already made more than 920,000 in the first half, which puts it on track to beat that figure. That's prompting investors to reconsider their forecasts, which is why the stock jumped 7% immediately following its Q2 production and deliveries news. Plus, the company intends to dramatically increase production going forward by operating as many as 12 Gigafactories around the world by 2030 (up from just four today). That would presumably give Tesla the capacity to make 20 million cars per year. But, as mentioned above, the real profit potential will likely come from its self-driving software and the creation of a ride-hailing network. The more cars Tesla gets on the road now, the more money it stands to make in the future, so the whopping 83% increase in Q2 deliveries could have a compounding effect on the company's financials in the long run.As a result, it's unlikely Tesla stock will remain 31% below its all-time high for much longer. However, investors who do buy it now should plan to hold on for at least five years to maximize the probability of earning a positive return.","news_type":1},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184922278686840,"gmtCreate":1686186448970,"gmtModify":1686186452588,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"No harm taking profits... Buy again at lower cost.","listText":"No harm taking profits... Buy again at lower cost.","text":"No harm taking profits... Buy again at lower cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184922278686840","repostId":"1114896832","repostType":2,"repost":{"id":"1114896832","pubTimestamp":1686183028,"share":"https://ttm.financial/m/news/1114896832?lang=&edition=fundamental","pubTime":"2023-06-08 08:10","market":"us","language":"en","title":"Nvidia Director Harvey Jones Just Sold $28 Million of NVDA Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1114896832","media":"InvestorPlace","summary":"Another Nvidia  board member recently offloaded some shares.This simply suggests that company inside","content":"<html><head></head><body><ul><li><p>Another <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> board member recently offloaded some shares.</p></li><li><p>This simply suggests that company insiders see this as an ideal time to take profits from the stock.</p></li><li><p>NVDA hasn’t been negatively impacted by the recent trend of insiders selling.</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has been on a winning streak since it reported stellar Q1 earnings. Shares have surged more than 30% over the past month, briefly taking the chip maker past a trillion-dollar market capitalization. Though it has since dipped back below that line, NVDA stock remains highly elevated as experts ponder just how high it can go.</p><p style=\"text-align: start;\">As it soars, some company insiders have seized the opportunity to take profits. This includes Harvey C. Jones, a noted tech sector executive who serves on the Nvidia board of directors. Recently, he offloaded a portion of his shares, walking away with a profit of roughly $28 million.</p><h2 style=\"text-align: start;\">What’s Happening With NVDA Stock</h2><p style=\"text-align: start;\">It is important to note that while Jones has sold a portion of his Nvidia holdings, that doesn’t mean he has given up on the company. On the contrary, he still holds the majority of his stake. According to a Securities and Exchange Commission (SEC) Form 4 Filing, he sold 70,205 shares of common stock priced at $405 each while still holding 796,191 shares. The filing also indicates that the date of transaction for the trade is June 2, 2023.</p><p style=\"text-align: start;\">News of the sale hasn’t impacted NVDA stock significantly, which, while down a little today, is still about flat for the week. While it has been fairly volatile, this can be attributed to negative market momentum. Through it all, Nvidia has still managed to stay well in the green for the month.</p><p style=\"text-align: start;\">Jones isn’t the only Nvidia board member to sell some shares since Nvidia’s recent headway. Fellow director Persis Drell recently offloaded 7,800 shares. As with Jones, her sale did not impact NVDA stock. This trend suggests that company insiders are simply recognizing that this is an ideal time to take profits from Nvidia, but they still believe it has room to run. This is in line with some recent advice from <em>InvestorPlace</em> contributor Chris MacDonald who advised investors to collect some of their gains from NVDA stock now before the stock dips again.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Director Harvey Jones Just Sold $28 Million of NVDA Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Director Harvey Jones Just Sold $28 Million of NVDA Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-08 08:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/06/nvidia-director-harvey-jones-just-sold-28-million-of-nvda-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Another Nvidia  board member recently offloaded some shares.This simply suggests that company insiders see this as an ideal time to take profits from the stock.NVDA hasn’t been negatively impacted by ...</p>\n\n<a href=\"https://investorplace.com/2023/06/nvidia-director-harvey-jones-just-sold-28-million-of-nvda-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2023/06/nvidia-director-harvey-jones-just-sold-28-million-of-nvda-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114896832","content_text":"Another Nvidia  board member recently offloaded some shares.This simply suggests that company insiders see this as an ideal time to take profits from the stock.NVDA hasn’t been negatively impacted by the recent trend of insiders selling.Nvidia has been on a winning streak since it reported stellar Q1 earnings. Shares have surged more than 30% over the past month, briefly taking the chip maker past a trillion-dollar market capitalization. Though it has since dipped back below that line, NVDA stock remains highly elevated as experts ponder just how high it can go.As it soars, some company insiders have seized the opportunity to take profits. This includes Harvey C. Jones, a noted tech sector executive who serves on the Nvidia board of directors. Recently, he offloaded a portion of his shares, walking away with a profit of roughly $28 million.What’s Happening With NVDA StockIt is important to note that while Jones has sold a portion of his Nvidia holdings, that doesn’t mean he has given up on the company. On the contrary, he still holds the majority of his stake. According to a Securities and Exchange Commission (SEC) Form 4 Filing, he sold 70,205 shares of common stock priced at $405 each while still holding 796,191 shares. The filing also indicates that the date of transaction for the trade is June 2, 2023.News of the sale hasn’t impacted NVDA stock significantly, which, while down a little today, is still about flat for the week. While it has been fairly volatile, this can be attributed to negative market momentum. Through it all, Nvidia has still managed to stay well in the green for the month.Jones isn’t the only Nvidia board member to sell some shares since Nvidia’s recent headway. Fellow director Persis Drell recently offloaded 7,800 shares. As with Jones, her sale did not impact NVDA stock. This trend suggests that company insiders are simply recognizing that this is an ideal time to take profits from Nvidia, but they still believe it has room to run. This is in line with some recent advice from InvestorPlace contributor Chris MacDonald who advised investors to collect some of their gains from NVDA stock now before the stock dips again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182994643931280,"gmtCreate":1685685684766,"gmtModify":1685685689120,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"The boat already left&nbsp; almost reached the peak ..","listText":"The boat already left&nbsp; almost reached the peak ..","text":"The boat already left almost reached the peak ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182994643931280","repostId":"2340738035","repostType":2,"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979004038,"gmtCreate":1685094366125,"gmtModify":1685094370659,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Buy Tech Etf","listText":"Buy Tech Etf","text":"Buy Tech Etf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979004038","repostId":"1142689375","repostType":2,"repost":{"id":"1142689375","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1685088419,"share":"https://ttm.financial/m/news/1142689375?lang=&edition=fundamental","pubTime":"2023-05-26 16:06","market":"us","language":"en","title":"Investing in AI: How to Avoid the Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=1142689375","media":"Reuters","summary":"(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued s","content":"<html><head></head><body><p>(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued space.</p><p style=\"text-align: start;\">At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.</p><p style=\"text-align: start;\">Shares in <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, which makes computer chips that train AI systems, have almost doubled since ChatGPT&#39;s launch. The company&#39;s stock market value at roughly $940 billion is more than double that of Europe&#39;s Nestle (NESN.S). Nvidia surged some 25% on Thursday alone after forecasting a sales jump.</p><p>Shares in loss-making AI software company C3.AI, which grabbed the stock ticker , have risen 149% this year and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>, which has launched its own AI platform, is up 91% year-to-date.</p><p style=\"text-align: start;\">Investors are chasing exposure to generative AI, the technology run by ChatGPT that learns from analysing vast datasets to generate text, images and computer code. Businesses are trying to use generative AI to speed up video editing, recruitment and even legal work.</p><p style=\"text-align: start;\">Consultancy PwC sees AI-related productivity savings and investments generating $15.7 trillion worth of global economic output by 2030, almost equivalent to the gross domestic product of China.</p><p>The question for investors is whether to jump on the AI train now, or exercise caution, especially given mounting concern amongst regulators about the technology&#39;s potentially disruptive impact.</p><p style=\"text-align: start;\">&#34;There are clearly going to be winners in all this,&#34; said Niall O&#39;Sullivan, chief investment officer of multi-asset for EMEA, at Neuberger Berman. &#34;It&#39;s just that that’s very hard to be true for the entire market.&#34;</p><h2 style=\"text-align: start;\">STILL EARLY</h2><p style=\"text-align: start;\">Instead of backing hot start-ups or rushing into highly valued AI-themed businesses that might fail, seasoned investors are taking a lateral view to back already proven technology companies that might benefit from the longer-term trend.</p><p style=\"text-align: start;\">&#34;It&#39;s going to be as transformative as the internet, as the mobile internet, as the mainframe computer was,&#34; said Alison Porter, a tech fund manager at Janus Henderson, whose funds have positions in Nvidia, with Microsoft as their largest holding.</p><p>However, Porter also cautions that &#34;we are still very early on the use cases for AI.&#34;</p><p style=\"text-align: start;\">She favours big tech groups like <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> because they have &#34;strong balance sheets&#34;, that make them &#34;able to invest in many different technology advances&#34;, including their recent focus on AI.</p><h2 style=\"text-align: start;\">BEWARE, THE HYPE</h2><p style=\"text-align: start;\">Dizzying valuations have made some investors wary of the technology hype cycle. This concept, popularised by consultancy Gartner, starts with a trigger, such as the launch of ChatGPT, followed by inflated expectations and then disillusionment. Even if a technology moves to mass adoption, many early stage innovators can fail along the way.</p><p style=\"text-align: start;\">&#34;There&#39;s a question about where we are in that curve with AI, where the hype is so visible,&#34; said Mark Hawtin, investment director at GAM Investments. &#34;There are ways to get exposure to the (AI) theme without picking something that is highly valued.&#34;</p><h2 style=\"text-align: start;\">PICKS, SHOVELS</h2><p style=\"text-align: start;\">Janus&#39; Porter recommended backing proven companies that may be &#34;big beneficiaries in terms of providing infrastructure,&#34; for future trends in generative AI that, as of now, are unclear.</p><p style=\"text-align: start;\">GAM&#39;s Hawtin said he has also hunted out companies that provide the &#34;picks and shovels,&#34; necessary for enabling new AI technology.</p><p style=\"text-align: start;\">For example, AI systems require huge volumes of data to analyse and learn from, but just 1% of global data is currently being captured, stored and used, according to Bank of America.</p><p style=\"text-align: start;\">Hawtin&#39;s funds hold <a href=\"https://laohu8.com/S/STX\">Seagate Technology </a>, which makes hard drives and data storage products, and chipmaker Marvell Technology for this reason, he said.</p><p style=\"text-align: start;\">Jon Guinness, tech portfolio manager at Fidelity International, said management consultancy Accenture is in his portfolio because as businesses consider how to use AI, &#34;I strongly think you call in the experts.&#34;</p><h2 style=\"text-align: start;\">STICKING TO BIG TECH</h2><p style=\"text-align: start;\">Trevor Greetham, head of multi-asset at Royal London Investment Management, said he was &#34;overweight&#34; in dominant tech stocks in part because AI supported their valuations, but he cautioned against AI-themed stocks.</p><p style=\"text-align: start;\">&#34;There will be an awful lot of losing lottery tickets,&#34; he said, recalling the dotcom crash of the early 2000s.</p><p style=\"text-align: start;\">Also sticking with big tech, Fidelity&#39;s Guinness said his funds hold Amazon, partly because of its efforts to make AI less expensive for businesses. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s Bedrock service, for example, lets companies customise generative AI models rather than invest in developing them themselves.</p><p style=\"text-align: start;\">&#34;The big benefits of AI,&#34; Janus&#39; Porter said, &#34;are going to happen over the long term.&#34;</p><p style=\"text-align: start;\">&#34;Investors want to invest in AI now and they expect things to happen now,&#34; she added. &#34;But we would never blindly buy into AI and we don&#39;t do things at any price.&#34;</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>Investing in AI: How to Avoid the Hype</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\">\nInvesting in AI: How to Avoid the Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-05-26 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued space.</p><p style=\"text-align: start;\">At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.</p><p style=\"text-align: start;\">Shares in <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, which makes computer chips that train AI systems, have almost doubled since ChatGPT&#39;s launch. The company&#39;s stock market value at roughly $940 billion is more than double that of Europe&#39;s Nestle (NESN.S). Nvidia surged some 25% on Thursday alone after forecasting a sales jump.</p><p>Shares in loss-making AI software company C3.AI, which grabbed the stock ticker , have risen 149% this year and <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies </a>, which has launched its own AI platform, is up 91% year-to-date.</p><p style=\"text-align: start;\">Investors are chasing exposure to generative AI, the technology run by ChatGPT that learns from analysing vast datasets to generate text, images and computer code. Businesses are trying to use generative AI to speed up video editing, recruitment and even legal work.</p><p style=\"text-align: start;\">Consultancy PwC sees AI-related productivity savings and investments generating $15.7 trillion worth of global economic output by 2030, almost equivalent to the gross domestic product of China.</p><p>The question for investors is whether to jump on the AI train now, or exercise caution, especially given mounting concern amongst regulators about the technology&#39;s potentially disruptive impact.</p><p style=\"text-align: start;\">&#34;There are clearly going to be winners in all this,&#34; said Niall O&#39;Sullivan, chief investment officer of multi-asset for EMEA, at Neuberger Berman. &#34;It&#39;s just that that’s very hard to be true for the entire market.&#34;</p><h2 style=\"text-align: start;\">STILL EARLY</h2><p style=\"text-align: start;\">Instead of backing hot start-ups or rushing into highly valued AI-themed businesses that might fail, seasoned investors are taking a lateral view to back already proven technology companies that might benefit from the longer-term trend.</p><p style=\"text-align: start;\">&#34;It&#39;s going to be as transformative as the internet, as the mobile internet, as the mainframe computer was,&#34; said Alison Porter, a tech fund manager at Janus Henderson, whose funds have positions in Nvidia, with Microsoft as their largest holding.</p><p>However, Porter also cautions that &#34;we are still very early on the use cases for AI.&#34;</p><p style=\"text-align: start;\">She favours big tech groups like <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> because they have &#34;strong balance sheets&#34;, that make them &#34;able to invest in many different technology advances&#34;, including their recent focus on AI.</p><h2 style=\"text-align: start;\">BEWARE, THE HYPE</h2><p style=\"text-align: start;\">Dizzying valuations have made some investors wary of the technology hype cycle. This concept, popularised by consultancy Gartner, starts with a trigger, such as the launch of ChatGPT, followed by inflated expectations and then disillusionment. Even if a technology moves to mass adoption, many early stage innovators can fail along the way.</p><p style=\"text-align: start;\">&#34;There&#39;s a question about where we are in that curve with AI, where the hype is so visible,&#34; said Mark Hawtin, investment director at GAM Investments. &#34;There are ways to get exposure to the (AI) theme without picking something that is highly valued.&#34;</p><h2 style=\"text-align: start;\">PICKS, SHOVELS</h2><p style=\"text-align: start;\">Janus&#39; Porter recommended backing proven companies that may be &#34;big beneficiaries in terms of providing infrastructure,&#34; for future trends in generative AI that, as of now, are unclear.</p><p style=\"text-align: start;\">GAM&#39;s Hawtin said he has also hunted out companies that provide the &#34;picks and shovels,&#34; necessary for enabling new AI technology.</p><p style=\"text-align: start;\">For example, AI systems require huge volumes of data to analyse and learn from, but just 1% of global data is currently being captured, stored and used, according to Bank of America.</p><p style=\"text-align: start;\">Hawtin&#39;s funds hold <a href=\"https://laohu8.com/S/STX\">Seagate Technology </a>, which makes hard drives and data storage products, and chipmaker Marvell Technology for this reason, he said.</p><p style=\"text-align: start;\">Jon Guinness, tech portfolio manager at Fidelity International, said management consultancy Accenture is in his portfolio because as businesses consider how to use AI, &#34;I strongly think you call in the experts.&#34;</p><h2 style=\"text-align: start;\">STICKING TO BIG TECH</h2><p style=\"text-align: start;\">Trevor Greetham, head of multi-asset at Royal London Investment Management, said he was &#34;overweight&#34; in dominant tech stocks in part because AI supported their valuations, but he cautioned against AI-themed stocks.</p><p style=\"text-align: start;\">&#34;There will be an awful lot of losing lottery tickets,&#34; he said, recalling the dotcom crash of the early 2000s.</p><p style=\"text-align: start;\">Also sticking with big tech, Fidelity&#39;s Guinness said his funds hold Amazon, partly because of its efforts to make AI less expensive for businesses. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s Bedrock service, for example, lets companies customise generative AI models rather than invest in developing them themselves.</p><p style=\"text-align: start;\">&#34;The big benefits of AI,&#34; Janus&#39; Porter said, &#34;are going to happen over the long term.&#34;</p><p style=\"text-align: start;\">&#34;Investors want to invest in AI now and they expect things to happen now,&#34; she added. &#34;But we would never blindly buy into AI and we don&#39;t do things at any price.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","MSFT":"微软","NVDA":"英伟达","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142689375","content_text":"(Reuters) - Experienced tech investors are hunting for undervalued opportunities in an over-valued space.At stake is how best to invest in the potential of Artificial Intelligence (AI), which took a leap forward in November when Microsoft-backed OpenAI released its ChatGPT bot, without buying into a bubble.Shares in Nvidia , which makes computer chips that train AI systems, have almost doubled since ChatGPT's launch. The company's stock market value at roughly $940 billion is more than double that of Europe's Nestle (NESN.S). Nvidia surged some 25% on Thursday alone after forecasting a sales jump.Shares in loss-making AI software company C3.AI, which grabbed the stock ticker , have risen 149% this year and Palantir Technologies , which has launched its own AI platform, is up 91% year-to-date.Investors are chasing exposure to generative AI, the technology run by ChatGPT that learns from analysing vast datasets to generate text, images and computer code. Businesses are trying to use generative AI to speed up video editing, recruitment and even legal work.Consultancy PwC sees AI-related productivity savings and investments generating $15.7 trillion worth of global economic output by 2030, almost equivalent to the gross domestic product of China.The question for investors is whether to jump on the AI train now, or exercise caution, especially given mounting concern amongst regulators about the technology's potentially disruptive impact.\"There are clearly going to be winners in all this,\" said Niall O'Sullivan, chief investment officer of multi-asset for EMEA, at Neuberger Berman. \"It's just that that’s very hard to be true for the entire market.\"STILL EARLYInstead of backing hot start-ups or rushing into highly valued AI-themed businesses that might fail, seasoned investors are taking a lateral view to back already proven technology companies that might benefit from the longer-term trend.\"It's going to be as transformative as the internet, as the mobile internet, as the mainframe computer was,\" said Alison Porter, a tech fund manager at Janus Henderson, whose funds have positions in Nvidia, with Microsoft as their largest holding.However, Porter also cautions that \"we are still very early on the use cases for AI.\"She favours big tech groups like Microsoft  and Alphabet  because they have \"strong balance sheets\", that make them \"able to invest in many different technology advances\", including their recent focus on AI.BEWARE, THE HYPEDizzying valuations have made some investors wary of the technology hype cycle. This concept, popularised by consultancy Gartner, starts with a trigger, such as the launch of ChatGPT, followed by inflated expectations and then disillusionment. Even if a technology moves to mass adoption, many early stage innovators can fail along the way.\"There's a question about where we are in that curve with AI, where the hype is so visible,\" said Mark Hawtin, investment director at GAM Investments. \"There are ways to get exposure to the (AI) theme without picking something that is highly valued.\"PICKS, SHOVELSJanus' Porter recommended backing proven companies that may be \"big beneficiaries in terms of providing infrastructure,\" for future trends in generative AI that, as of now, are unclear.GAM's Hawtin said he has also hunted out companies that provide the \"picks and shovels,\" necessary for enabling new AI technology.For example, AI systems require huge volumes of data to analyse and learn from, but just 1% of global data is currently being captured, stored and used, according to Bank of America.Hawtin's funds hold Seagate Technology , which makes hard drives and data storage products, and chipmaker Marvell Technology for this reason, he said.Jon Guinness, tech portfolio manager at Fidelity International, said management consultancy Accenture is in his portfolio because as businesses consider how to use AI, \"I strongly think you call in the experts.\"STICKING TO BIG TECHTrevor Greetham, head of multi-asset at Royal London Investment Management, said he was \"overweight\" in dominant tech stocks in part because AI supported their valuations, but he cautioned against AI-themed stocks.\"There will be an awful lot of losing lottery tickets,\" he said, recalling the dotcom crash of the early 2000s.Also sticking with big tech, Fidelity's Guinness said his funds hold Amazon, partly because of its efforts to make AI less expensive for businesses. Amazon's Bedrock service, for example, lets companies customise generative AI models rather than invest in developing them themselves.\"The big benefits of AI,\" Janus' Porter said, \"are going to happen over the long term.\"\"Investors want to invest in AI now and they expect things to happen now,\" she added. \"But we would never blindly buy into AI and we don't do things at any price.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370061938,"gmtCreate":1618536921024,"gmtModify":1704712365913,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>dying ....","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>dying ....","text":"$Naked Brand(NAKD)$dying ....","images":[{"img":"https://static.tigerbbs.com/d5b563e7e48f4b64d8a20d2dc9730a69","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/370061938","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":314701976,"gmtCreate":1612370243695,"gmtModify":1704870429417,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FEYE\">$FireEye(FEYE)$</a>What happen ... price drop after beats estimates?","listText":"<a href=\"https://laohu8.com/S/FEYE\">$FireEye(FEYE)$</a>What happen ... price drop after beats estimates?","text":"$FireEye(FEYE)$What happen ... price drop after beats estimates?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314701976","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194146719850656,"gmtCreate":1688438870581,"gmtModify":1688438874065,"author":{"id":"3570066001316633","authorId":"3570066001316633","name":"aMaT_tRaDeR","avatar":"https://static.tigerbbs.com/9ed93919407ff9b91ef575e18992fa3d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570066001316633","authorIdStr":"3570066001316633"},"themes":[],"htmlText":"Voo is the best","listText":"Voo is the best","text":"Voo is the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194146719850656","repostId":"1176700628","repostType":2,"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}