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newwen
2023-06-09
Cool....heat......
@Tiger_comments:[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?
newwen
2023-06-09
Cool..... heat.....up......
newwen
2023-06-09
Cool....heat.....
@OptionsDelta:After the Treasury crisis was resolved, tech stocks began to pull back
newwen
2023-06-09
Cool. Heat....
@Tiger_Earnings:Earnings Movers| GME & SMAR Down 20% After Missing Estimates
newwen
2023-06-09
Cool. . Heat....
@Tiger_comments:[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?
newwen
2022-08-09
Up
AMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch
newwen
2022-08-09
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newwen
2022-08-09
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newwen
2022-08-09
$Tesla Motors(TSLA)$
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newwen
2022-08-08
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Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week
newwen
2022-08-08
$SINGAPORE AIRLINES LTD(C6L.SI)$
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newwen
2022-08-08
$Tesla Motors(TSLA)$
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newwen
2022-08-07
Up
Apple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In
newwen
2022-08-07
$SINGAPORE AIRLINES LTD(C6L.SI)$
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newwen
2022-08-07
$Realty Income(O)$
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newwen
2022-08-06
Up
Alibaba Is Still Not A Buy, Here's Why
newwen
2022-08-06
$SINGAPORE AIRLINES LTD(C6L.SI)$
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newwen
2022-08-06
$Tesla Motors(TSLA)$
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newwen
2022-08-05
Up
The SPY's Risk-Premium Spells Danger
newwen
2022-08-05
$SINGAPORE AIRLINES LTD(C6L.SI)$
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Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185494876385392,"gmtCreate":1686326301970,"gmtModify":1686326306130,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Cool..... heat.....up......","listText":"Cool..... heat.....up......","text":"Cool..... heat.....up......","images":[{"img":"https://community-static.tradeup.com/news/8f5c49f18af993f6203bf2a86a58bce0","width":"854","height":"12589"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185494876385392","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":185495357673600,"gmtCreate":1686326235082,"gmtModify":1686326239272,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Cool....heat.....","listText":"Cool....heat.....","text":"Cool....heat.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185495357673600","repostId":"185233145094144","repostType":1,"repost":{"id":185233145094144,"gmtCreate":1686231079077,"gmtModify":1686231090743,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"After the Treasury crisis was resolved, tech stocks began to pull back","htmlText":"We've talked about tech stocks as a cover for the financial market, and the stock market will pull back when the Treasury crisis is over. So it is not too surprising that yesterday fell, and the bulls withdrew after their mission was completed.As for whether it is a big callback or a small callback, don't worry about this, the big order arrangement is clear.But I think there's an additional caveat: don't expect too much of a fall. The exercise price is not cheap to choose the depth of the price. The overall tone of tech stocks this year has been higher than expected and lower than expected. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> sell <a target=\"_blank\" href=\"https://ttm.financial/OPT/NVDA%2020230818%20355.0%20PUT\">$NVDA 20230818 355.0 PUT$</a>I think 350 is a good s","listText":"We've talked about tech stocks as a cover for the financial market, and the stock market will pull back when the Treasury crisis is over. So it is not too surprising that yesterday fell, and the bulls withdrew after their mission was completed.As for whether it is a big callback or a small callback, don't worry about this, the big order arrangement is clear.But I think there's an additional caveat: don't expect too much of a fall. The exercise price is not cheap to choose the depth of the price. The overall tone of tech stocks this year has been higher than expected and lower than expected. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> sell <a target=\"_blank\" href=\"https://ttm.financial/OPT/NVDA%2020230818%20355.0%20PUT\">$NVDA 20230818 355.0 PUT$</a>I think 350 is a good s","text":"We've talked about tech stocks as a cover for the financial market, and the stock market will pull back when the Treasury crisis is over. So it is not too surprising that yesterday fell, and the bulls withdrew after their mission was completed.As for whether it is a big callback or a small callback, don't worry about this, the big order arrangement is clear.But I think there's an additional caveat: don't expect too much of a fall. The exercise price is not cheap to choose the depth of the price. The overall tone of tech stocks this year has been higher than expected and lower than expected. $NVIDIA Corp(NVDA)$ sell $NVDA 20230818 355.0 PUT$I think 350 is a good s","images":[{"img":"https://static.tigerbbs.com/e556e38e6a2f0d92a14a4b9eef34c8e1","width":"1145","height":"714"},{"img":"https://static.tigerbbs.com/017f2670ac3db59ce2220cb97f1b9b94","width":"2366","height":"368"},{"img":"https://static.tigerbbs.com/00903d304344c6da49a18e95debdb4cd","width":"1170","height":"315"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185233145094144","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185495261974656,"gmtCreate":1686326211719,"gmtModify":1686326215661,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Cool. Heat....","listText":"Cool. Heat....","text":"Cool. Heat....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185495261974656","repostId":"185232701976624","repostType":1,"repost":{"id":185232701976624,"gmtCreate":1686231146839,"gmtModify":1686231156105,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Earnings Movers| GME & SMAR Down 20% After Missing Estimates","htmlText":"1. <a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a> plummeted 23% as missing the expectation and cancel the earnings call <a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a> down more than 20% in after-hours trading after the video game retailer ousted its CEO and posted a bigger-than expected quarterly loss.Ryan Cohen, the billionaire investor whose bold bet on GameStop Corp made him a hero to meme stock traders, took over as executive chairman. GameStop canceled its regularly scheduled quarterly conference call to discuss the company’s earnings.The company released its first-quarter results on Wednesday, reporting revenue of $1.24 billion, missing the Consensus by 7.78%. This compares to year-ago revenues of $1.38 billion.GameStop reported Q1 EPS of ($0.14), $0.02 worse th","listText":"1. <a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a> plummeted 23% as missing the expectation and cancel the earnings call <a href=\"https://ttm.financial/S/GME\">$GameStop(GME)$</a> down more than 20% in after-hours trading after the video game retailer ousted its CEO and posted a bigger-than expected quarterly loss.Ryan Cohen, the billionaire investor whose bold bet on GameStop Corp made him a hero to meme stock traders, took over as executive chairman. GameStop canceled its regularly scheduled quarterly conference call to discuss the company’s earnings.The company released its first-quarter results on Wednesday, reporting revenue of $1.24 billion, missing the Consensus by 7.78%. This compares to year-ago revenues of $1.38 billion.GameStop reported Q1 EPS of ($0.14), $0.02 worse th","text":"1. $GameStop(GME)$ plummeted 23% as missing the expectation and cancel the earnings call $GameStop(GME)$ down more than 20% in after-hours trading after the video game retailer ousted its CEO and posted a bigger-than expected quarterly loss.Ryan Cohen, the billionaire investor whose bold bet on GameStop Corp made him a hero to meme stock traders, took over as executive chairman. GameStop canceled its regularly scheduled quarterly conference call to discuss the company’s earnings.The company released its first-quarter results on Wednesday, reporting revenue of $1.24 billion, missing the Consensus by 7.78%. This compares to year-ago revenues of $1.38 billion.GameStop reported Q1 EPS of ($0.14), $0.02 worse th","images":[{"img":"https://community-static.tradeup.com/news/e80fb4ff25fb1a611a6e1a30c074afc1","width":"722","height":"687"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185232701976624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185494345445552,"gmtCreate":1686326189440,"gmtModify":1686326193530,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Cool. . Heat....","listText":"Cool. . Heat....","text":"Cool. . Heat....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185494345445552","repostId":"185226726260784","repostType":1,"repost":{"id":185226726260784,"gmtCreate":1686229687924,"gmtModify":1686563144149,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[9th Anniv. Quiz] If I hold Nvidia and Microsoft, how to hedge possible pullback?","htmlText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","listText":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> dropping by 3%. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> closed at $374.75, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","text":"Has the long-awaited market correction finally begun? Yesterday, technology stocks generally experienced a decline, with prominent AI companies such as $NVIDIA Corp(NVDA)$ and $Microsoft(MSFT)$ dropping by 3%. $NVIDIA Corp(NVDA)$ closed at $374.75, $Microsoft(MSFT)$ closed at $323.38.If I hold tech stocks, how can I hedge against this? This article will introduce three options strategies to hedge against the potential market correction. 1. Buy putYou can purchase put options on Nvidia and Microsoft to provide downside protection. In the event of a pullback, the value of the put options would increase, offsetting some of","images":[{"img":"https://community-static.tradeup.com/news/684a51a49183edfe293d8865d2a6701a","width":"1000","height":"809"},{"img":"https://community-static.tradeup.com/news/396c4be3645ace563faefcfc470f17da","width":"1801","height":"916"},{"img":"https://community-static.tradeup.com/news/f5b0ac3b4cf7edd37690ddecb3b5b443","width":"1080","height":"1403"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185226726260784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904648461,"gmtCreate":1660044056655,"gmtModify":1703477271891,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904648461","repostId":"1187441737","repostType":4,"repost":{"id":"1187441737","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":1660034544,"share":"https://www.laohu8.com/m/news/1187441737?lang=&edition=full","pubTime":"2022-08-09 16:42","market":"us","language":"en","title":"AMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1187441737","media":"Benzinga","summary":"With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may g","content":"<html><head></head><body><p>With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/EMR\">Emerson Electric Co.</a> to report quarterly earnings at $1.30 per share on revenue of $5.12 billion before the opening bell. Emerson Electric shares gained 1.1% to $91.00 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/DDD\">3D Systems Corporation</a> reported a loss for its second quarter and lowered its FY22 sales guidance. 3D Systems shares tumbled 11.9% to $11.66 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/SYY\">Sysco Corporation</a> to have earned $1.11 per share on revenue of $18.21 billion for the latest quarter. The company will release earnings before the markets open. Sysco shares gained 1.5% to $88.00 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/NVAX\">Novavax, Inc.</a> reported second-quarter revenue decline of 37.6% year-over-year to $185.9 million. The company also lowered its sales forecast for the year. Novavax shares dipped 33.6% to $37.99 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> to report a quarterly loss at $2.68 per share on revenue of $830.52 million after the closing bell. Coinbase shares gained 0.1% to $98.10 in after-hours trading.</li><li>Retail traders who lurk in forums are back to betting against Wall Street pros and the Federal Reserve as rallies for meme stocks like <a href=\"https://laohu8.com/S/BBBY\">Bed Bath & Beyond Inc.</a> and <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings Inc.</a> show shades of last year’s mania. The home-good retailer nearly tripled at one point during its nine-day winning streak while the movie-theater firm capped a 65% rally of its own as speculative pockets of the stock market surge.</li></ul></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>AMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch</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\">\nAMC Entertainment, BBBY, Coinbase, Novavax And More: U.S. Stocks To Watch\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\">2022-08-09 16:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/EMR\">Emerson Electric Co.</a> to report quarterly earnings at $1.30 per share on revenue of $5.12 billion before the opening bell. Emerson Electric shares gained 1.1% to $91.00 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/DDD\">3D Systems Corporation</a> reported a loss for its second quarter and lowered its FY22 sales guidance. 3D Systems shares tumbled 11.9% to $11.66 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/SYY\">Sysco Corporation</a> to have earned $1.11 per share on revenue of $18.21 billion for the latest quarter. The company will release earnings before the markets open. Sysco shares gained 1.5% to $88.00 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/NVAX\">Novavax, Inc.</a> reported second-quarter revenue decline of 37.6% year-over-year to $185.9 million. The company also lowered its sales forecast for the year. Novavax shares dipped 33.6% to $37.99 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> to report a quarterly loss at $2.68 per share on revenue of $830.52 million after the closing bell. Coinbase shares gained 0.1% to $98.10 in after-hours trading.</li><li>Retail traders who lurk in forums are back to betting against Wall Street pros and the Federal Reserve as rallies for meme stocks like <a href=\"https://laohu8.com/S/BBBY\">Bed Bath & Beyond Inc.</a> and <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment Holdings Inc.</a> show shades of last year’s mania. The home-good retailer nearly tripled at one point during its nine-day winning streak while the movie-theater firm capped a 65% rally of its own as speculative pockets of the stock market surge.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","NVAX":"诺瓦瓦克斯医药","BBBY":"3B家居","AMC":"AMC院线"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187441737","content_text":"With US stock futures trading slightly higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Emerson Electric Co. to report quarterly earnings at $1.30 per share on revenue of $5.12 billion before the opening bell. Emerson Electric shares gained 1.1% to $91.00 in after-hours trading.3D Systems Corporation reported a loss for its second quarter and lowered its FY22 sales guidance. 3D Systems shares tumbled 11.9% to $11.66 in the after-hours trading session.Analysts are expecting Sysco Corporation to have earned $1.11 per share on revenue of $18.21 billion for the latest quarter. The company will release earnings before the markets open. Sysco shares gained 1.5% to $88.00 in after-hours trading.Novavax, Inc. reported second-quarter revenue decline of 37.6% year-over-year to $185.9 million. The company also lowered its sales forecast for the year. Novavax shares dipped 33.6% to $37.99 in the after-hours trading session.Analysts expect Coinbase Global, Inc. to report a quarterly loss at $2.68 per share on revenue of $830.52 million after the closing bell. Coinbase shares gained 0.1% to $98.10 in after-hours trading.Retail traders who lurk in forums are back to betting against Wall Street pros and the Federal Reserve as rallies for meme stocks like Bed Bath & Beyond Inc. and AMC Entertainment Holdings Inc. show shades of last year’s mania. The home-good retailer nearly tripled at one point during its nine-day winning streak while the movie-theater firm capped a 65% rally of its own as speculative pockets of the stock market surge.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904845790,"gmtCreate":1660025000012,"gmtModify":1703477113094,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904845790","repostId":"1194380840","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904845551,"gmtCreate":1660024965375,"gmtModify":1703477112769,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>up","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>up","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$up","images":[{"img":"https://community-static.tradeup.com/news/78fa91a07eb180c3dbc1fe8343f14945","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904845551","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9904845602,"gmtCreate":1660024952108,"gmtModify":1703477112443,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>uup","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>uup","text":"$Tesla Motors(TSLA)$uup","images":[{"img":"https://community-static.tradeup.com/news/ed4ca74c2422fc16c49024c2f1f171f7","width":"1080","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9904845602","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905401486,"gmtCreate":1659921451147,"gmtModify":1703475975176,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905401486","repostId":"2257743302","repostType":4,"repost":{"id":"2257743302","pubTimestamp":1659913279,"share":"https://www.laohu8.com/m/news/2257743302?lang=&edition=full","pubTime":"2022-08-08 07:01","market":"us","language":"en","title":"Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2257743302","media":"barrons","summary":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consu","content":"<html><head></head><body><p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.</p><p>On Monday, Palantir, Tyson Foods, BioNTech, AIG, and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a> report on Thursday, then Broadridge Financial Solutions closes the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/d7365de7079bf0cabc8bf5ebaba40021\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That's forecasted to have risen 0.3% at the index level and 0.4% for the core.</p><p>On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.</p><p><b>Monday 8/8</b></p><p>Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors & Fragrances, Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive Software, and Tyson Foods report earnings.</p><p><b>Tuesday 8/9</b></p><p>Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> Group, and <a href=\"https://laohu8.com/S/WELL\">Welltower</a> announce quarterly results.</p><p>Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.</p><p>The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June's 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.</p><p>The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.</p><p><b>Wednesday 8/10</b></p><p>Walt Disney releases fiscal-third quarter 2022 results.</p><p>The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.</p><p><b>Thursday 8/11</b></p><p>The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June's 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.</p><p>Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.</p><p><b>Friday 8/12</b></p><p>Broadridge Financial Solutions reports earnings.</p><p>The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July's 51.5. The index is near its record low, as inflation remains top of mind for consumers.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir, Disney, Coinbase, BioNTech, Rivian, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 07:01 GMT+8 <a href=https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, ...</p>\n\n<a href=\"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSN":"泰森食品","APP":"AppLovin Corporation","DIS":"迪士尼","CAH":"卡地纳健康","CPNG":"Coupang, Inc.","RIVN":"Rivian Automotive, Inc.","NVAX":"诺瓦瓦克斯医药","U":"Unity Software Inc.","GOOS":"加拿大鹅","JMIA":"Jumia Technologies AG","TTWO":"Take-Two Interactive Software",".DJI":"道琼斯","BNTX":"BioNTech SE",".IXIC":"NASDAQ Composite","FOXA":"福克斯-A","ILMN":"Illumina","UPST":"Upstart Holdings, Inc.",".SPX":"S&P 500 Index","SYY":"西思科公司","PLTR":"Palantir Technologies Inc.","BR":"Broadridge金融解决方案","ISBC":"投资者银行","SAVE":"Spirit Airlines","RBLX":"Roblox Corporation","INO":"伊诺维奥制药","COIN":"Coinbase Global, Inc.","NCLH":"挪威邮轮"},"source_url":"https://www.barrons.com/articles/disney-coinbase-biontech-rivian-and-other-stocks-for-investors-to-watch-this-week-51659898822?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257743302","content_text":"Second-quarter earnings season continues this week, while a pair of July inflation figures and consumer sentiment surveys will be the highlights on the economic-data calendar.On Monday, Palantir, Tyson Foods, BioNTech, AIG, and Take-Two Interactive Software will report. Coinbase Global, Norwegian Cruise Line Holdings, Sysco, and Ralph Lauren go on Tuesday, followed by Walt Disney and Fox Corp on Wednesday. Cardinal Health, Rivian Automotive, and Illumina report on Thursday, then Broadridge Financial Solutions closes the week on Friday.Economic data out this week will include the Bureau of Labor Statistics' Consumer Price Index for July on Wednesday. Economists are expecting a 0.2% rise in the headline index and a 0.5% increase in the core CPI last month. On Thursday, the BLS will report the Producer Price Index for July. That's forecasted to have risen 0.3% at the index level and 0.4% for the core.On Tuesday, the National Federation of Independent Business will release the Small Business Optimism Index for July, then the University of Michigan reports the August Consumer Sentiment Index on Friday. Both surveys have shown declining optimism in recent months.Monday 8/8Palantir, American International Group, Barrick Gold, BioNTech, Dominion Energy, International Flavors & Fragrances, Take-Two Interactive Software, and Tyson Foods report earnings.Tuesday 8/9Coinbase Global, Emerson Electric, Norwegian Cruise Line Holdings, Ralph Lauren, Sysco, TransDigm Group, and Welltower announce quarterly results.Nielsen Holdings convenes a special shareholder meeting to seek approval to be acquired by a private-equity consortium led by Elliott Investment Management. The proposed deal values the TV-ratings firm at $16 billion, including debt.The National Federation of Independent Business releases its Small Business Optimism Index for July. Consensus estimate is for a 89 reading, slightly less than June's 89.5, which is the lowest reading since early 2013. Small-business owners expecting better business conditions over the next six months were at a net negative 61% in June, the lowest level recorded in the 48-year history of the survey.The Bureau of Labor Statistics reports preliminary employee compensation and productivity data for the second quarter. Unit labor costs are expected to increase at a seasonally adjusted annual rate of 6.7%, while productivity is seen declining 4.1%. This compares with a 12.6% jump and 7.3% decrease, respectively, in the first quarter.Wednesday 8/10Walt Disney releases fiscal-third quarter 2022 results.The BLS releases the consumer price index for July. Economists forecast a 8.7% year-over-year rise, compared with a 9.1% jump in June. The core CPI, which excludes volatile food and energy prices, is seen increasing 6.1%, versus a 5.9% gain previously. The 9.1% reading was the highest since 1981, while the core CPI is off slightly from the recent peak of 6.5% in March. The S&P 500 index jumped 9.1% in July, its best month since November 2020, in anticipation of a less hawkish Federal Reserve on the assumption that inflation has peaked.Thursday 8/11The BLS releases the producer price index for July. Consensus estimate is for a 10.4% year-over-year increase, less than June's 11.3%. The core PPI, which excludes food and energy prices, is expected to rise 7.7%, down from 8.2%.Brookfield Asset Management, Cardinal Health, Illumina, ResMed, and Rivian Automotive hold conference calls to discuss quarterly results.Friday 8/12Broadridge Financial Solutions reports earnings.The University of Michigan releases its Consumer Sentiment Index for August. The consensus call is for a 53 reading, slightly more than July's 51.5. The index is near its record low, as inflation remains top of mind for consumers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905401966,"gmtCreate":1659921403258,"gmtModify":1703475974009,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>up","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>up","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$up","images":[{"img":"https://community-static.tradeup.com/news/9511a7af892707b34bd59e63c84eee19","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905401966","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905403598,"gmtCreate":1659921389217,"gmtModify":1703475973334,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>uup","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>uup","text":"$Tesla Motors(TSLA)$uup","images":[{"img":"https://community-static.tradeup.com/news/312e68245d421878130c4c4aedbb00c0","width":"1080","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905403598","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905637493,"gmtCreate":1659869659714,"gmtModify":1703767237682,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905637493","repostId":"2257173007","repostType":4,"repost":{"id":"2257173007","pubTimestamp":1659844923,"share":"https://www.laohu8.com/m/news/2257173007?lang=&edition=full","pubTime":"2022-08-07 12:02","market":"us","language":"en","title":"Apple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=2257173007","media":"TipRanks","summary":"The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with ple","content":"<div>\n<p>The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with plenty of other hardware offerings, its Services segment has been growing at a fast pace. There’s also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Is Advertising the Next Big Revenue Generator? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 12:02 GMT+8 <a href=https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with plenty of other hardware offerings, its Services segment has been growing at a fast pace. There’s also ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/apple-advertising-next-big-revenue-171806739.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257173007","content_text":"The Apple (AAPL) empire might be spearheaded by its flagship product, the iPhone, but along with plenty of other hardware offerings, its Services segment has been growing at a fast pace. There’s also talk of a “game changing” AV/VR headset and even of an Apple Car at some point.But Needham analyst Laura Martin thinks there’s also the prospect of another big revenue stream.“We believe AAPL is in the early stages of building a new mobile advertising platform,” says Martin, who thinks ad revenue could be a “material upside value driver” for the tech giant for several reasons.For one, there’s the offensive element. Apple being the largest company in the world, to keep on growing it must focus on big global TAMs (total addressable markets). As eMarketer expects the global digital advertising market to reach $600 billion this year, it certainly qualifies as one.There’s also a defensive element, as explained by Martin: “Creating a privacy-first ad platform would solve a problem for AAPL's ad-driven apps which have seen their ad revs fall after iOS replaced IDFA with ATT in 3Q21.”It also amounts to a clever tactical move. Apple operates as a “Walled Garden” and its user data is “best-in-class.” All the while, it is also reducing the tracking and transparency data accessible to other companies. This gives the company’s “pricing power” a boost.Martin is not just speculating on the matter. There’s evidence of Apple's advertising ambitions, as the company's recent job postings imply a new AdTech platform is being built. Since the early months of the year, there has been a notable increase in the company’s recruiting activity for its Ad Platform unit. Just recently, Apple put up a job opening for \"a senior manager for its DSP in its ads platforms business who will drive the design of the most privacy-forward, sophisticated demand side platform possible.\" Moreover, Apple made its presence felt during June’s Cannes Lions advertising festival. This suggests to Martin, the company is trying to “drive awareness among marketers that it is in the advertising business.”So, down to the nitty-gritty, what does it all mean for investors? Martin reiterated a Buy rating on Apple shares, backed by a $170 price target, suggesting shares are fairly valued right now.The Street’s average target is a touch higher; at $180.11, the figure leaves room for a 9% upside from current levels. All told, based on 22 Buys, 6 Holds and 1 Sell, the stock claims a Moderate Buy consensus rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905637279,"gmtCreate":1659869580996,"gmtModify":1703767237353,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>uup","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>uup","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$uup","images":[{"img":"https://community-static.tradeup.com/news/9511a7af892707b34bd59e63c84eee19","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905637279","isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905637624,"gmtCreate":1659869564671,"gmtModify":1703767237190,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/O\">$Realty Income(O)$</a>up","listText":"<a href=\"https://ttm.financial/S/O\">$Realty Income(O)$</a>up","text":"$Realty Income(O)$up","images":[{"img":"https://community-static.tradeup.com/news/aa0a567dcc12e5971c327a654ffc99a6","width":"1080","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905637624","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905901828,"gmtCreate":1659786193266,"gmtModify":1703766539342,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905901828","repostId":"1136904781","repostType":4,"repost":{"id":"1136904781","pubTimestamp":1659757961,"share":"https://www.laohu8.com/m/news/1136904781?lang=&edition=full","pubTime":"2022-08-06 11:52","market":"us","language":"en","title":"Alibaba Is Still Not A Buy, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1136904781","media":"Seeking Alpha","summary":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-exp","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.</li><li>Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.</li><li>However, the risks that were associated with Alibaba stock's selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.</li><li>Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.</li></ul><p>Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba's history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.</p><p>Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market's cautions about the Alibaba stock.</p><p>While Alibaba's valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba's rebounds observed over the past year underscores that the underlying risks to the investment continue to "outweigh any favorable valuation."</p><p>Considering Alibaba's long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.</p><p><b>The Risks Are Still There</b></p><p>Alibaba stock's downturn began in late 2020, when heightening regulatory concerns drove a "valuation reset" in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba's fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.</p><p><b>1. Regulatory Crackdowns</b></p><p>Recent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.</p><p>Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors' confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.</p><p>And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors' confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country's largest data breaches in history.</p><p>In addition to fines, the regulatory scrutiny surrounding Alibaba's business has also resulted in other adverse impacts to its fundamental performance. The company's cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit's market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei's cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba's consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba's highly profitable cloud business observed in the fiscal first quarter - the segment's revenues only grew 10% y/y, the slowest pace on record.</p><p>The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers' pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba's comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba's deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.</p><p>Yet, given the regulatory overhaul that has taken place over the past year, Alibaba's growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.</p><p><b>2. Holding Foreign Companies Accountable Act ("HFCAA")</b></p><p>Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.</p><p>Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors' fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.</p><p>In the latest development, the China Securities Regulatory Commission ("CSRC") is "considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data," but the agency would still like the ability to "withhold sensitive data from inspection" where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess "unredacted" audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries "have yet to reach a conclusive agreement on moving forward with the checks."</p><p>As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given "increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia's largest economy." Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while "Florida's pension system has halted new investments in China [altogether] as it assesses the risks." Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.</p><p>While Alibaba's recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was "about $700 million, compared to about $3.2 billion in the U.S." Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock's future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company's addition to the SEC's HFCAA shortlist as discussed in the earlier section.</p><p><b>3. Global Economic Uncertainties</b></p><p>Even internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the "618" bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.</p><p>This has added pressure to Alibaba's recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba's core commerce platforms - in its core China commerce retail segment "declined mid-single-digit y/y" during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba's "88VIP" members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period's GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.</p><p>The slowing global economy is also threatening to derail Alibaba's recent shift in focus to growing its international e-commerce platforms. Alibaba's international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba's major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba's plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU's removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba's ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.</p><p><b>Alibaba Stock - Fundamental and Valuation Update</b></p><p>Adjusting our previous forecast for Alibaba's actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba's growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.</p><p>And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba's business over the longer-term to remain in moderation.</p><p><img src=\"https://static.tigerbbs.com/1b23ccb7b6e755cf0baabe2ebb626b35\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (RMB) (Author)</p><p><img src=\"https://static.tigerbbs.com/49f4dec53abacb221e7b157ebc0da0ec\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (USD) (Author)</p><p>On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China's long-term GDP outlook considering Alibaba's growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector's risks.</p><p><img src=\"https://static.tigerbbs.com/7d51c258a7e0988da0491680f467d4a9\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Analysis (Author)</p><p>However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China's long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.</p><p><img src=\"https://static.tigerbbs.com/478fbc394cf5dd111f0a9104aebcd4b0\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Sensitivity (Author)</p><p>Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors' confidence in the performance of U.S.-listed Chinese equities.</p><p><b>Final Thoughts</b></p><p>In the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.</p><p>For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba's fundamental performance - a double-whammy to its market value.</p><p>Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.</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>Alibaba Is Still Not A Buy, Here's Why</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 Is Still Not A Buy, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:52 GMT+8 <a href=https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136904781","content_text":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.However, the risks that were associated with Alibaba stock's selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba's history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market's cautions about the Alibaba stock.While Alibaba's valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba's rebounds observed over the past year underscores that the underlying risks to the investment continue to \"outweigh any favorable valuation.\"Considering Alibaba's long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.The Risks Are Still ThereAlibaba stock's downturn began in late 2020, when heightening regulatory concerns drove a \"valuation reset\" in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba's fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.1. Regulatory CrackdownsRecent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors' confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors' confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country's largest data breaches in history.In addition to fines, the regulatory scrutiny surrounding Alibaba's business has also resulted in other adverse impacts to its fundamental performance. The company's cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit's market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei's cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba's consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba's highly profitable cloud business observed in the fiscal first quarter - the segment's revenues only grew 10% y/y, the slowest pace on record.The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers' pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba's comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba's deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.Yet, given the regulatory overhaul that has taken place over the past year, Alibaba's growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.2. Holding Foreign Companies Accountable Act (\"HFCAA\")Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors' fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.In the latest development, the China Securities Regulatory Commission (\"CSRC\") is \"considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,\" but the agency would still like the ability to \"withhold sensitive data from inspection\" where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess \"unredacted\" audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries \"have yet to reach a conclusive agreement on moving forward with the checks.\"As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given \"increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia's largest economy.\" Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while \"Florida's pension system has halted new investments in China [altogether] as it assesses the risks.\" Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.While Alibaba's recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was \"about $700 million, compared to about $3.2 billion in the U.S.\" Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock's future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company's addition to the SEC's HFCAA shortlist as discussed in the earlier section.3. Global Economic UncertaintiesEven internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the \"618\" bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.This has added pressure to Alibaba's recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba's core commerce platforms - in its core China commerce retail segment \"declined mid-single-digit y/y\" during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba's \"88VIP\" members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period's GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.The slowing global economy is also threatening to derail Alibaba's recent shift in focus to growing its international e-commerce platforms. Alibaba's international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba's major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba's plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU's removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba's ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.Alibaba Stock - Fundamental and Valuation UpdateAdjusting our previous forecast for Alibaba's actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba's growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba's business over the longer-term to remain in moderation.Alibaba Financial Forecast (RMB) (Author)Alibaba Financial Forecast (USD) (Author)On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China's long-term GDP outlook considering Alibaba's growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector's risks.Alibaba Valuation Analysis (Author)However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China's long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.Alibaba Valuation Sensitivity (Author)Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors' confidence in the performance of U.S.-listed Chinese equities.Final ThoughtsIn the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba's fundamental performance - a double-whammy to its market value.Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905901382,"gmtCreate":1659786142648,"gmtModify":1703766539017,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>uup","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>uup","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$uup","images":[{"img":"https://community-static.tradeup.com/news/9511a7af892707b34bd59e63c84eee19","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905901382","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9905901966,"gmtCreate":1659786127058,"gmtModify":1703766538853,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>uup","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>uup","text":"$Tesla Motors(TSLA)$uup","images":[{"img":"https://community-static.tradeup.com/news/55280687e772de2e6e9f2ff32e54ace3","width":"1080","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905901966","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9902815972,"gmtCreate":1659667963498,"gmtModify":1705312699059,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902815972","repostId":"1139151693","repostType":4,"repost":{"id":"1139151693","pubTimestamp":1659664618,"share":"https://www.laohu8.com/m/news/1139151693?lang=&edition=full","pubTime":"2022-08-05 09:56","market":"other","language":"en","title":"The SPY's Risk-Premium Spells Danger","url":"https://stock-news.laohu8.com/highlight/detail?id=1139151693","media":"Seeking Alpha","summary":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield cur","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&P 500's risk-premium spells danger.</li><li>The market's enthusiasm about the receding yield curve is dangerous.</li><li>Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.</li><li>Don't confuse lagging economic indicators with future influencing factors.</li><li>Although valuations and technical levels are appealing, we think they form a trap.</li></ul><p>In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.</p><p>For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).</p><p><img src=\"https://static.tigerbbs.com/0c02a2058184bddff18a8f86784b525a\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>SPY Risk Premium Analysis</b></p><p>The data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).</p><p>I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.</p><p>Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.</p><ol><li>Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.</li><li>Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.</li><li>Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.</li><li>Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.</li></ol><p><img src=\"https://static.tigerbbs.com/043cebc8af2ab170153f6ff1180f5ae8\" tg-width=\"623\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/></p><p>Source: Seeking Alpha, FactSet, YCharts, Gurufocus</p><table><tbody><tr></tr></tbody></table><p>Before I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.</p><p><img src=\"https://static.tigerbbs.com/c8901cf5b842a2fefc00859aa8259bde\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>SPLVdata byYCharts</p><p>Okay, so let's get into a more comprehensive analysis of the quantitative metrics.</p><p>It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.</p><p>These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.</p><p>Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.</p><p>Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.</p><p><img src=\"https://static.tigerbbs.com/55fdfc3c3774fc562d18eeafb426c9b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata byYChartsQualitative Overlay</p><p>This section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.</p><p>Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.</p><p>As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.</p><p><img src=\"https://static.tigerbbs.com/79aa8c9ea779e11114a0458e2e40036f\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Unemployment Ratedata byYCharts</p><p>Now moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.</p><p>The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.</p><p>Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.</p><p><img src=\"https://static.tigerbbs.com/d3879ebca11df5ab08c1a77c3efa21d8\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/>US Household Financial Obligationsdata by YCharts</p><p>Lastly, there seems to be a"wealth effect"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.</p><p>I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.</p><p><b>A Few Positives</b></p><p>Although I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.</p><p><img src=\"https://static.tigerbbs.com/d7de72c0d17cb72df13b25f9d48dae60\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>S&P 500 P/E Ratiodata by YCharts</p><p>Furthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.</p><p><img src=\"https://static.tigerbbs.com/5629362eabd59d0c194688b9e3d049f1\" tg-width=\"640\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Concluding Thoughts</b></p><p>Collectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.</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>The SPY's Risk-Premium Spells Danger</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe SPY's Risk-Premium Spells Danger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 09:56 GMT+8 <a href=https://seekingalpha.com/article/4529599-spy-risk-premium-assessed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle...</p>\n\n<a href=\"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4529599-spy-risk-premium-assessed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139151693","content_text":"SummaryThe S&P 500's risk-premium spells danger.The market's enthusiasm about the receding yield curve is dangerous.Macroeconomic factors aren't conducive to another expansionary monetary policy cycle.Don't confuse lagging economic indicators with future influencing factors.Although valuations and technical levels are appealing, we think they form a trap.In our previous article, we formulated a bearish case on the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) due to various valuation and macroeconomic concerns. After a sharp price increase during the recent month, we felt it necessary to review our stance. We remain bearish on the S&P 500 index and the SPY collectively as we believe the recent surge is overdone and somewhat premature.For the purpose of this article, we'll once again assume the SPY and S&P 500 collectively due to the proximities we have outlined before, which is yet again conveyed by the chart below (via the tracking error).Seeking AlphaSPY Risk Premium AnalysisThe data I extracted for our quantitative analysis ranges from our previous article (previous yield curve), Gurufocus (current yield curve), YChart (dividend yield), and FactSet (expected earnings).I combined the data to formulate a risk premium explaining the S&P 500's expected return. The whole 'recipe' can be found via this link if you're interested in dissecting the formula.Remember that the risk premium is the return investors demand for the risk they're willing to take. Here's what I discovered by observing the latest quarterly shift in the S&P 500's risk-premium.Broad-based expected earnings have tapered down amid a consecutive quarterly economic contraction, which is by definition a recession.Due to another price drawdown in the first quarter, dividend yields have risen. Dividends are mostly lagged indicators of company performance, which is something to keep in mind.Amid the economy's contraction, investors anticipate interest rate hikes to settle lower than they did previously. As such, the market has priced a lower future interest rate environment.Collectively, the forward-looking risk premium is lower, but equity investors seem to focus more on the interest rate effect and the bond market than anything else.Source: Seeking Alpha, FactSet, YCharts, GurufocusBefore I delve into what the quantitative metrics tell us, I'd like to mention the outperformance of high-beta stocks during the past month, which tend to be more sensitive to monetary policy than lower-beta stocks.SPLVdata byYChartsOkay, so let's get into a more comprehensive analysis of the quantitative metrics.It seems as though investors are pricing a divergence between the long-term bond yields and a systemic support factor of company earnings. Even though we saw various high-profile earnings misses in recent weeks, many companies are still reporting earnings growth well above their 2019 trajectories.These earnings reports are coincidental variables and often fall off a cliff as a recession falls into deeper territory. However, we've all become accustomed to the federal reserve prioritising short-term economic growth instead of curbing inflation. As such, during the past month investors have priced an earnings re-ignition as they anticipate premature expansionary monetary policy. Adding substance to this argument is that non-core inflation has finally started to recede, which is normal; non-core inflation tends to revert to mean rapidly due to its elasticity.Although the market's priced the mentioned aspects, we still think earnings growth will stagnate due to themarginal utility effect, which could cause weaker household balance sheets. This is normal for the economy, which is a cyclical domain and not a linear or exponentially growing vehicle.Furthermore, dividend yields might recede with recent stock price surges, and many companies might preserve their net income in the coming quarters to add a margin of safety. Lastly, the yield curve is still very unpredictable, as explained by the VIX below; what does this mean? There's uncertainty in future interest rates policy.VIXdata byYChartsQualitative OverlayThis section might be a tad subjective, but it's just my take on the recent bounce and related factors such as the broader economy and 2020's bear market.Firstly, I've seen many investors compare this bear market to 2020. However, there's no relation. In 2020, we were in a low-inflation environment, which allowed for abrupt expansionary economic policy, subsequently providing support to the stock market. Also, unemployment rates dropped significantly, causing many to invest in the financial markets for a secondary or primary means of income.As of now, expansionary policy can't be as illustrious (as in 2020) because the central authorities still need to contend with high inflation and a tight labor market. Therefore, the proximities between this bear market and 2020's bear market are slightly invalid.US Unemployment Ratedata byYChartsNow moving on to what I consider the most important part, the broader economy. An argument about whether the recent contraction is a severe economic problem or not is subjective. However, I prefer calling it a recession as I believe in maintaining threshold definitions to preserve baselines for ex-ante analysis.The reason I remain worried about the recent contraction is threefold. Firstly, the U.S. is still early in the rate-hike cycle and has not fully curbed inflation. Yet, economic contraction has already occurred, leaving policymakers at a crossroads.Furthermore, there's been an increase in oil supply but nothing to suggest that authorities are taking our global energy shortage seriously. For as long as oil and gas remain at elevated prices, we'll see pressure being put on corporate and household balance sheets.US Household Financial Obligationsdata by YChartsLastly, there seems to be a\"wealth effect\"settling into the United States, which is an economic term used for developed nations that experience decreasing labor productivity. I've repeatedly heard about how tight the labor market is, which is more worrying than most believe; it could diminish long-term growth.I conclude this section with the following. Remember that the long-term growth of the stock marketis in line with GDP growth as it's assumed that the market's P/E ratio will revert to mean and that the earnings yield will coalesce with GDP growth. So, ask yourself, will U.S. GDP proliferate over the next ten years? I won't be too sure.A Few PositivesAlthough I've already mentioned a few positives, it's necessary to add more to juxtapose a bearish case. From an ex-post valuation perspective, the S&P 500's P/E is back at an investable level, and its earnings yield is well above pre-pandemic levels. Thus, if you're a value investor, you'd probably be very bullish right now.S&P 500 P/E Ratiodata by YChartsFurthermore, from a technical analysis vantage point, this could be a prolonged market upturn. The SPY presents another support level at the $416 handle, which only catches resistance at the $460 mark. So, if you're a believer in looking at past prices to predict future prices, you'll also be smiling.Seeking AlphaConcluding ThoughtsCollectively, we don't like the S&P 500's risk premium and believe that the recent market upturn is largely down to a belief that expansionary monetary policy will prevail. However, with the macroeconomic environment still in doubt, we think the earnings yield on S&P 500 stocks and their dividend yields could fade soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902812454,"gmtCreate":1659667907181,"gmtModify":1705312101957,"author":{"id":"3577937302028167","authorId":"3577937302028167","name":"newwen","avatar":"https://community-static.tradeup.com/news/301bc9312fc924b6d9b2be1f22367fe5","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>up","listText":"<a href=\"https://ttm.financial/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>up","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$up","images":[{"img":"https://community-static.tradeup.com/news/78fa91a07eb180c3dbc1fe8343f14945","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902812454","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}