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2022-11-15

He

TSM Surged 11% in Morning Trading After Buffett Took a $5 Billion Stake in It

2022-11-15

Huh

Munger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a "Minor Miracle"

2022-11-14

Ok

SPY: Bear Market Rally Or A Major Bottom?

2022-11-11

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2022-11-11

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2022-11-10

Jj

JPMorgan’s Trading Desk Maps Out CPI Game Plan for Wall Street

2022-11-09

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Even At The 12-Month Low, Tesla Is Not A Compelling Buy

2022-11-09

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Even At The 12-Month Low, Tesla Is Not A Compelling Buy

2022-11-08

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2022-11-05

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2022-11-04

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US STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry

2022-11-03

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2022-11-02

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2022-11-01

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Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation

2022-10-31

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Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate

2022-10-29

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3 Warren Buffett Stocks to Buy Hand Over Fist in November

2022-10-28

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Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services

2022-10-27

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The 3 Hottest Stocks to Watch This Earnings Season

2022-10-26

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Analysts Are Doubling Down on Xpeng Stock After Technology Day

2022-10-26

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Amazon Earnings Preview: Additional Prime Day and AWS Revenue Growth Rate May Be the Key Catalysts

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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>Munger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"</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\">\nMunger Says Crypto Is Rife With Fraud and Delusion and Praises Tesla's Success a \"Minor Miracle\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-15 22:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said...</p>\n\n<a href=\"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4534":"瑞士信贷持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车"},"source_url":"https://markets.businessinsider.com/news/currencies/charlie-munger-warren-buffett-crypto-ftx-sbf-regulation-musk-fed-2022-11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283292775","content_text":"Charlie Munger ripped into cryptocurrencies, saying fraud and delusion are common in the industry.Regulators overlooked crypto's risks and should have banned it, Warren Buffett's business partner said.Munger also contrasted the Fed with the Bank of Japan, and praised Elon Musk and Tesla.Warren Buffett's business partner has torn into cryptocurrencies once again, declaring the space is rife with fraud and delusion, and regulators have dropped the ball by not outlawing bitcoin and other digital assets.Charlie Munger, a billionaire investor and the vice-chairman of Buffett's Berkshire Hathaway, also suggested the Federal Reserve is far less aggressive than the Bank of Japan. Moreover, he underscored Tesla's unlikely success and praised Elon Musk.Here's what Munger told CNBC in an interview aired on Tuesday. He spoke days after Sam Bankman-Fried's digital-asset exchange, FTX, filed for bankruptcy:\"It's partly fraud and partly delusion — that's a bad combination,\" Munger said about the crypto industry. \"People think this is a real asset, it's not a real asset,\" he added about the coins themselves.The 98-year-old investor bemoaned the growing acceptance of crypto by Wall Street banks and hedge funds, and suggested financiers are far too eager to buy into the latest fad.\"It pains me that in my own country I see people that once were regarded as very reputable people helping these things exist,\" he said. \"There are people who think that you've got to be on every deal that's hot.\"Munger added that it's \"crazy\" and \"demented\" to think someone can mint a new token that can turn a 12-year-old into a billion are overnight.Buffett's right-hand man also suggested the novelty of crypto has meant regulators have failed to grasp its dangers. He criticized authorities for not banning crypto early on.\"The danger flags are wagging so clearly,\" he said. \"None of this stuff should ever have been allowed.\"Munger has previously compared crypto to a \"venereal disease\" and an \"open sewer,\" and said he wouldn't want someone in the space to marry into his family.The Fed, Elon Musk, and TeslaThe world needs competent central banks, but the Fed is a \"mouse that hardly tries to do anything\" compared to the Bank of Japan, Munger said.\"If we get in the kind of trouble Japan was in, of course we'll do the same damn thing,\" he said. The Japanese central bank has cut interest rates below zero in an effort to shore up economic growth in recent years.On another note, Munger said he was surprised by Tesla's outsized success, and felt far more positively about Elon Musk's company than he does about bitcoin.\"Tesla has made some real contributions to civilization,\" he said. \"Elon Musk has done some good things that other people couldn't do.\"\"We haven't had a successful new auto company in a long, long time,\" Munger added. \"What Tesla has done in the car business is a minor miracle.\"US-China tiesMunger underscored the value of a friendly US-China relationship, arguing America shouldn't be so threatened by the rise of the world power.US purchases of Chinese imports helped the country grow and contributed to pulling over a billion people out of poverty, he said. A warm relationship between the two countries should be mutually beneficial, and the US should focus on keeping things friendly and striking win-win deals instead of fearing China's progress, he continued.\"Why should a great civilization like ours care if a new civilization rises?\" Munger asked. \"It's always a mistake to envy people who are doing well.\"","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969127108,"gmtCreate":1668388581904,"gmtModify":1676538048088,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969127108","repostId":"1190456060","repostType":4,"repost":{"id":"1190456060","kind":"news","pubTimestamp":1668302284,"share":"https://ttm.financial/m/news/1190456060?lang=&edition=fundamental","pubTime":"2022-11-13 09:18","market":"us","language":"en","title":"SPY: Bear Market Rally Or A Major Bottom?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190456060","media":"Seeking Alpha","summary":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF  that tracks the S&P500 soared by 5.5% Thursday  - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean?","content":"<html><head></head><body><h2>Summary</h2><ul><li>Large 1-day rallies are usually associated with the bear market rallies.</li><li>Major bottoms require a policy change.</li><li>The Fed is still in inflation-fighting mode.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d234d2c3a6fdd66410e8c4fdc86a25\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gonin/iStock via Getty Images</span></p><h2>The top 20: daily returns for S&amp;P500</h2><p>The SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&amp;P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&amp;P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let&#39;s first evaluate the top 20 list of the daily rates of return for the S&amp;P500:</p><p><img src=\"https://static.tigerbbs.com/9a00554a6ad210b0ab26216de0667def\" tg-width=\"927\" tg-height=\"1314\" referrerpolicy=\"no-referrer\"/></p><p>As you can see from the list above,</p><ul><li>12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.</li><li>8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.</li><li>2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.</li></ul><p>Based on the historical evidence, the 5.6% daily spike in S&amp;P500 (SPX) is either a signal of a major bottom or just another bear market rally.</p><h2>The major bottom thesis</h2><p>The major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.</p><p>The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.</p><p>As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed&#39;s monetary policy tightening, 2) the recessionary selloff caused by the Fed&#39;s tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.</p><p>The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It&#39;s true, we are likely past the peak inflation, and thus the peak hawkishness.</p><p>However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether &#34;something will break&#34; during the process and cause the Phase 3 and the credit crunch.</p><h2>The recessionary selloff</h2><p>The S&amp;P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.</p><p>Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.</p><p>Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70ef81e28bf62d769ca5f75f29feb339\" tg-width=\"640\" tg-height=\"237\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>Based on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.</p><h2>Why is the 10Y-3mo curve inverted? Why is this signaling a recession?</h2><p>The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.</p><p>The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.</p><p>But don&#39;t count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.</p><p>But don&#39;t expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it&#39;s more likely to escalate. This is inflationary. The war in Ukraine is still active and it&#39;s more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.</p><h2>It&#39;s a bear market rally</h2><p>We are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of &#34;things breaking&#34; like the cryptocurrencies, which could lead to the Phase 3 selloff.</p><p>Bear market rallies happen during the &#34;in-between periods&#34;, so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don&#39;t think anybody expects this over the near term. Don&#39;t fight the Fed. The bear market rally is the opportunity to sell or re-short.</p><h2>SPY sector analysis</h2><p>AllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11bae7fc6e9bba3dee9e588bd902bb1\" tg-width=\"640\" tg-height=\"683\" referrerpolicy=\"no-referrer\"/><span>SelectSectorSPDR</span></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>SPY: Bear Market Rally Or A Major Bottom?</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\">\nSPY: Bear Market Rally Or A Major Bottom?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20...</p>\n\n<a href=\"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom\">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",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4556371-spy-bear-market-rally-or-a-major-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190456060","content_text":"SummaryLarge 1-day rallies are usually associated with the bear market rallies.Major bottoms require a policy change.The Fed is still in inflation-fighting mode.gonin/iStock via Getty ImagesThe top 20: daily returns for S&P500The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) that tracks the S&P500 soared by 5.5% Thursday (11/10/2022) - and almost broke into the top 20 daily S&P500 returns in history - since the 1920s. So, what doesit mean? Is this just a bear market rally, or a signal of the major bottom. Let's first evaluate the top 20 list of the daily rates of return for the S&P500:As you can see from the list above,12 out 20 top daily returns were the bear market rallies, and 8 out of these 12 were during the 1929-1932 bear market and the Great Depression.8 out of 20 were the near-bottoms, bottoms, or after-bottoms, and 6 of these 8 were during the bottom associated with the 1932 Great Depression bottom.2 out of 8 bottoms were associated with the bottoms of the sharp corrections, the 1987 and the 2020 bottom. The 1987 correction was not associated with a recession, and it is generally considered as a technical in nature. The 2020 bottom was associated with the extraordinary events related to covid19 and the monetary and fiscal covid stimuli.Based on the historical evidence, the 5.6% daily spike in S&P500 (SPX) is either a signal of a major bottom or just another bear market rally.The major bottom thesisThe major bottom thesis requires an actual bear market capitulation, such as the 1932 bottom, the 2003 bottom or 2009 bottom. In each of these cases, there was a clear policy response to stimulate the economy, both monetary and fiscal.The 11/10/22 daily spike was in response to the positive surprise in the CPI inflation, which raised the hope of the Fed pivot - or a less aggressive monetary policy tightening.As I previously explained, the full bear market has3 stages:1) the liquidity selloff in response to the Fed's monetary policy tightening, 2) the recessionary selloff caused by the Fed's tightening, and 3) the credit crunch (or a financial crisis) triggered by the deep recession.The bullish case assumes that the current bear market ended with the Phase 1 - or with the peak Fed hawkishness. It's true, we are likely past the peak inflation, and thus the peak hawkishness.However, the question is whether there is a Phase 2 coming - or a recessionary selloff, and whether \"something will break\" during the process and cause the Phase 3 and the credit crunch.The recessionary selloffThe S&P500 PE ratio after the 11/10 spike is 20.58. The market is still overvalued and not priced for a recession.Is the recession coming? The spread between the 10Y Treasury Bond yield and the 3-Month Treasury Bill yield is the most reliable and the Fed-favored recession indicator, and once it inverts, the recession becomes almost a certainty.Currently, the 10y-3mo spread is deeply inverted at -0.46%. Here is the chart:FREDBased on yield curve spread indicator, the recession is coming, and the market is not priced for it - based on the PE ratio of over 20. Thus, the current bear market has not bottomed yet, and the next Phase of the bear market is coming.Why is the 10Y-3mo curve inverted? Why is this signaling a recession?The 10Y-3mo spread is inverted because the Fed is hiking the short-term interest rates above the long-term interest rates. Why? To cause a recession to bring the inflation down.The market hopes that the Fed will slow down with the interest rates hikes, because the inflation has peaked. Too late. The damage has been done. The Fed could even stop after the December 50bpt hike, the 10y-3mo spread has already inverted.But don't count on the Fed to pause yet. If the core CPI printed today 4.3% (instead of actual 6.3%), and that was expected to persist, the Fed would still have to further hike. The target is 2% inflation.But don't expect inflation to sharply fall either - without a deep recession. The economic war with China is still active, and it's more likely to escalate. This is inflationary. The war in Ukraine is still active and it's more likely to escalate. This is also inflationary. The unemployment rate in the US is still near record lows, and this is inflationary. The only thing the Fed can influence is the US unemployment rate - by inducing a recession.It's a bear market rallyWe are not at a major bottom; we are possibly in-between the Phase 1 selloff and a Phase 2 recessionary selloff. There are already signs of \"things breaking\" like the cryptocurrencies, which could lead to the Phase 3 selloff.Bear market rallies happen during the \"in-between periods\", so this bear market rally could continue. The bottom will be in-place when the Fed wants to the bottom to be in place - this will be the pivot the bulls are waiting: the Fed slashing interest rates and resuming QE. I don't think anybody expects this over the near term. Don't fight the Fed. The bear market rally is the opportunity to sell or re-short.SPY sector analysisAllSPYsectors were up significantly on 11/10/2022, led by the beaten down technology sector (XLK), the interest rate sensitive real estate sector (XLRE) and the cyclical discretionary sector (XLY). These sectors should not lead pre-recession, while the Fed is trying to cool off economy.SelectSectorSPDR","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960665719,"gmtCreate":1668143931932,"gmtModify":1676538020085,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960665719","repostId":"2282438291","repostType":4,"isVote":1,"tweetType":1,"viewCount":2829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960665592,"gmtCreate":1668143910016,"gmtModify":1676538020077,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Huh","listText":"Huh","text":"Huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960665592","repostId":"2282118121","repostType":4,"isVote":1,"tweetType":1,"viewCount":3053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960332636,"gmtCreate":1668062639425,"gmtModify":1676538006748,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960332636","repostId":"1167588549","repostType":4,"repost":{"id":"1167588549","kind":"news","pubTimestamp":1668052807,"share":"https://ttm.financial/m/news/1167588549?lang=&edition=fundamental","pubTime":"2022-11-10 12:00","market":"us","language":"en","title":"JPMorgan’s Trading Desk Maps Out CPI Game Plan for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1167588549","media":"Bloomberg","summary":"In-line inflation seen as ‘small positive’ for stocks, bondsOctober event shows risk of calling mark","content":"<div>\n<p>In-line inflation seen as ‘small positive’ for stocks, bondsOctober event shows risk of calling market based on one factorWith midterm election results still unknown, Wall Street is bracing for the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-09/jpmorgan-s-trading-desk-maps-out-cpi-game-plan-for-wall-street\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan’s Trading Desk Maps Out CPI Game Plan for Wall Street</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\">\nJPMorgan’s Trading Desk Maps Out CPI Game Plan for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-09/jpmorgan-s-trading-desk-maps-out-cpi-game-plan-for-wall-street><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In-line inflation seen as ‘small positive’ for stocks, bondsOctober event shows risk of calling market based on one factorWith midterm election results still unknown, Wall Street is bracing for the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-09/jpmorgan-s-trading-desk-maps-out-cpi-game-plan-for-wall-street\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-09/jpmorgan-s-trading-desk-maps-out-cpi-game-plan-for-wall-street","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167588549","content_text":"In-line inflation seen as ‘small positive’ for stocks, bondsOctober event shows risk of calling market based on one factorWith midterm election results still unknown, Wall Street is bracing for the next event risk: a fresh inflation report that will heavily influence the latest round of Federal Reserve rate hikes.Projecting any fallout from the release of the consumer price index Thursday is getting harder, but the trading team at JPMorgan Chase & Co. is undeterred -- with a game plan that suggests stocks could fall as much as 6% during the session if the data comes in hotter than anticipated.Should price trends in October align with consensus expectations -- with the year-on-year reading easing to 7.9% or 8% -- that would be taken as a “small positive” for both bonds and stocks, and the S&P 500 may rise by 1% to 1.5%, according to the firm’s scenario analysis.Anything near or above the prior reading of 8.2% may well spell trouble. The benchmark gauge is likely to sink as much as 6% on an inflation print north of 8.4%, the team including Andrew Tyler wrote in a note.Arriving one week after Jerome Powell’s hawkish posture stoked big gyrations in world markets, the CPI update will help determine both the size of the Fed’s policy tightening in December and where interest rates will peak in this business cycle, or the so-called terminal rate.On the flipside, if CPI falls to 7.6% or below, the S&P 500 could surge more than 5% while 10-year Treasury yields fall below 4%, Tyler and his colleagues suggested.“This may also reset the yield curve lower with terminal rate expectations falling under 5%,” the team wrote in a note to clients on Tuesday. “This week’s CPI will be the most important factor to shape the expectations for December FOMC.”Embedded in the analysis is the idea that hot inflation is bad for stocks, a narrative that had played out in 2022 -- until last month. After another strong CPI print on Oct. 13, the S&P 500 initially dropped more than 2%, as predicted by the JPMorgan team. Then in a dramatic turn, the index staged a giant rebound to finish the session up 2.6%.Some attributed the shocking reversal to chart support or options hedging. Others cited the specter of peak inflation leading to hopes for a less hawkish Fed. Whatever the reason, the episode highlights the danger of relying on any single factor to call the market’s tune.Still, JPMorgan’s study offers a lens into the high stakes that the inflation report poses for investors. Below is how stocks have performed this year on CPI day.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987731471,"gmtCreate":1667988366793,"gmtModify":1676537995156,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987731471","repostId":"1157692624","repostType":4,"repost":{"id":"1157692624","kind":"news","pubTimestamp":1668008277,"share":"https://ttm.financial/m/news/1157692624?lang=&edition=fundamental","pubTime":"2022-11-09 23:37","market":"us","language":"en","title":"Even At The 12-Month Low, Tesla Is Not A Compelling Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1157692624","media":"Seeking Alpha","summary":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSLA is trading at 12-month lows.</li><li>Rising interest rates, Q3&#39;s revenue miss, and slowing sales in China are immediate concerns.</li><li>The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.</li><li>The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.</li><li>The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.</li></ul><p>Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).</p><p><img src=\"https://static.tigerbbs.com/ed96ee922a9178151466be6bb913196e\" tg-width=\"1280\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>12-Month price history and basic statistics for TSLA above.</p><p>Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.</p><p>The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.</p><p><img src=\"https://static.tigerbbs.com/bddbc4100fa6280bf6fcc0ef8b86d03a\" tg-width=\"1280\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Trailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.</p><p>Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.</p><p>I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&amp;P 500 (not including dividends).</p><p><img src=\"https://static.tigerbbs.com/1c08822d1f3055ab12bf6e9e8a7ea386\" tg-width=\"1280\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Previous analysis of TSLA and subsequent performance vs. the S&amp;P 500 above.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.</p><p>With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.</p><p><b>Wall Street Consensus Outlook for TSLA</b></p><p>ETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).</p><p><img src=\"https://static.tigerbbs.com/615c8d0e04e8918e25b7385e2bad7c26\" tg-width=\"1280\" tg-height=\"855\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.</p><p><img src=\"https://static.tigerbbs.com/797d6141699490e50d24fb2784e632e1\" tg-width=\"1280\" tg-height=\"882\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.</p><p><b>Market-Implied Outlook for TSLA</b></p><p>I have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p><img src=\"https://static.tigerbbs.com/44f689bc8494e22307e8401f8fcc1ac2\" tg-width=\"966\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.</p><p>The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p><img src=\"https://static.tigerbbs.com/67eb2da8e00a45afb6a60092265c1c8c\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.</p><p>The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).</p><p><img src=\"https://static.tigerbbs.com/6f17528781a49f411c10295d132d77cf\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.</p><p><b>Summary</b></p><p>Tesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.</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>Even At The 12-Month Low, Tesla Is Not A Compelling Buy</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\">\nEven At The 12-Month Low, Tesla Is Not A Compelling Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month...</p>\n\n<a href=\"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157692624","content_text":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).Seeking Alpha12-Month price history and basic statistics for TSLA above.Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.ETradeTrailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&P 500 (not including dividends).Seeking AlphaPrevious analysis of TSLA and subsequent performance vs. the S&P 500 above.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.Wall Street Consensus Outlook for TSLAETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).ETradeWall Street analyst consensus rating and 12-month price target for TSLA above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.Seeking AlphaWall Street analyst consensus rating and 12-month price target for TSLA above.In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.Market-Implied Outlook for TSLAI have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.SummaryTesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987731551,"gmtCreate":1667988359974,"gmtModify":1676537995157,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Again","listText":"Again","text":"Again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987731551","repostId":"1157692624","repostType":4,"repost":{"id":"1157692624","kind":"news","pubTimestamp":1668008277,"share":"https://ttm.financial/m/news/1157692624?lang=&edition=fundamental","pubTime":"2022-11-09 23:37","market":"us","language":"en","title":"Even At The 12-Month Low, Tesla Is Not A Compelling Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1157692624","media":"Seeking Alpha","summary":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSLA is trading at 12-month lows.</li><li>Rising interest rates, Q3&#39;s revenue miss, and slowing sales in China are immediate concerns.</li><li>The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.</li><li>The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.</li><li>The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.</li></ul><p>Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).</p><p><img src=\"https://static.tigerbbs.com/ed96ee922a9178151466be6bb913196e\" tg-width=\"1280\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>12-Month price history and basic statistics for TSLA above.</p><p>Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.</p><p>The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.</p><p><img src=\"https://static.tigerbbs.com/bddbc4100fa6280bf6fcc0ef8b86d03a\" tg-width=\"1280\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Trailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.</p><p>Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.</p><p>I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&amp;P 500 (not including dividends).</p><p><img src=\"https://static.tigerbbs.com/1c08822d1f3055ab12bf6e9e8a7ea386\" tg-width=\"1280\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Previous analysis of TSLA and subsequent performance vs. the S&amp;P 500 above.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.</p><p>With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.</p><p><b>Wall Street Consensus Outlook for TSLA</b></p><p>ETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).</p><p><img src=\"https://static.tigerbbs.com/615c8d0e04e8918e25b7385e2bad7c26\" tg-width=\"1280\" tg-height=\"855\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.</p><p><img src=\"https://static.tigerbbs.com/797d6141699490e50d24fb2784e632e1\" tg-width=\"1280\" tg-height=\"882\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.</p><p><b>Market-Implied Outlook for TSLA</b></p><p>I have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p><img src=\"https://static.tigerbbs.com/44f689bc8494e22307e8401f8fcc1ac2\" tg-width=\"966\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.</p><p>The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p><img src=\"https://static.tigerbbs.com/67eb2da8e00a45afb6a60092265c1c8c\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.</p><p>The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).</p><p><img src=\"https://static.tigerbbs.com/6f17528781a49f411c10295d132d77cf\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.</p><p><b>Summary</b></p><p>Tesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.</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>Even At The 12-Month Low, Tesla Is Not A Compelling Buy</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\">\nEven At The 12-Month Low, Tesla Is Not A Compelling Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month...</p>\n\n<a href=\"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157692624","content_text":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).Seeking Alpha12-Month price history and basic statistics for TSLA above.Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.ETradeTrailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&P 500 (not including dividends).Seeking AlphaPrevious analysis of TSLA and subsequent performance vs. the S&P 500 above.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.Wall Street Consensus Outlook for TSLAETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).ETradeWall Street analyst consensus rating and 12-month price target for TSLA above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.Seeking AlphaWall Street analyst consensus rating and 12-month price target for TSLA above.In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.Market-Implied Outlook for TSLAI have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.SummaryTesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987869185,"gmtCreate":1667869742347,"gmtModify":1676537976595,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987869185","repostId":"2281293584","repostType":4,"isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984653423,"gmtCreate":1667621248762,"gmtModify":1676537946073,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984653423","repostId":"2281633463","repostType":4,"isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984926225,"gmtCreate":1667522097268,"gmtModify":1676537930626,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984926225","repostId":"2280545557","repostType":4,"repost":{"id":"2280545557","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1667516766,"share":"https://ttm.financial/m/news/2280545557?lang=&edition=fundamental","pubTime":"2022-11-04 07:06","market":"us","language":"en","title":"US STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry","url":"https://stock-news.laohu8.com/highlight/detail?id=2280545557","media":"Reuters","summary":"U.S. initial weekly jobless claims fallServices industry growth slowsQualcomm, Roku slump on weak fo","content":"<html><head></head><body><ul><li>U.S. initial weekly jobless claims fall</li><li>Services industry growth slows</li><li>Qualcomm, Roku slump on weak forecasts</li></ul><p><img src=\"https://static.tigerbbs.com/2ac0619e9025c9a7bad1a240ed5ae0d7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks closed lower for a fourth consecutive session on Thursday as economic data did little to alter expectations the Federal Reserve would continue raising interest rates for longer than previously thought.</p><p>Following the Federal Reserve&#39;s statement on Wednesday, comments from Fed Chair Jerome Powell that it was &#34;very premature&#34; to be thinking about pausing its rate hikes sent stocks lower as U.S. bond yields and the U.S. dollar rose, a pattern that extended into Thursday.</p><p>Economic data on Thursday showed a labor market that continues to stay strong, although a separate report showed growth in the services sector slowed in October, keeping the Fed on its aggressive interest rate hike path.</p><p>&#34;Years ago the Fed’s job was to take away the punch bowl and that balance is always a very difficult transition, you want the economy to slow to keep inflation from getting out of hand but you want enough earnings to support stock prices,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;It is about the rate of change as much as the change so when the rate of change starts to slow ... that almost becomes a positive even though in absolute terms we are going to continue to see higher rates and higher rates means more competition for stocks and lower multiples.&#34;</p><p>According to preliminary data, the S&amp;P 500 lost 40.23 points, or 1.04%, to end at 3,720.44 points, while the Nasdaq Composite lost 181.15 points, or 1.73%, to 10,342.97. The Dow Jones Industrial Average fell 148.42 points, or 0.47%, to 31,995.61.</p><p>While traders are roughly evenly split between the odds of a 50 basis-point and 75 basis-point rate hike in December, the peak Fed funds rate is seen climbing to at least 5%, compared with a prior view of 4.50%-4.75% rise.</p><p>Investors will closely eye the nonfarm payrolls report due on Friday for signs the Fed&#39;s rate hikes are beginning to have a notable impact on slowing the economy.</p><p>The climb in yields weighed on megacap growth companies such as Apple Inc and Alphabet Inc, which pulled down the technology and communication services sectors as the worst-performing on the session.</p><p>Losses were curbed on the Dow thanks to gains in industrials including Boeing Co and heavy equipment maker Caterpillar Inc.</p><p>Qualcomm Inc and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> lost ground after their holiday quarter forecasts fell below expectations.</p><p>With roughly 80% of S&amp;P 500 having reported earnings, the expected growth rate is 4.7%, according to Refinitiv data, up slightly from the 4.5% at the start of October.</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>US STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry</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; 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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\">\nUS STOCKS-U.S. Stocks Close Lower on Fed Rate Hike Worry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-04 07:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. initial weekly jobless claims fall</li><li>Services industry growth slows</li><li>Qualcomm, Roku slump on weak forecasts</li></ul><p><img src=\"https://static.tigerbbs.com/2ac0619e9025c9a7bad1a240ed5ae0d7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks closed lower for a fourth consecutive session on Thursday as economic data did little to alter expectations the Federal Reserve would continue raising interest rates for longer than previously thought.</p><p>Following the Federal Reserve&#39;s statement on Wednesday, comments from Fed Chair Jerome Powell that it was &#34;very premature&#34; to be thinking about pausing its rate hikes sent stocks lower as U.S. bond yields and the U.S. dollar rose, a pattern that extended into Thursday.</p><p>Economic data on Thursday showed a labor market that continues to stay strong, although a separate report showed growth in the services sector slowed in October, keeping the Fed on its aggressive interest rate hike path.</p><p>&#34;Years ago the Fed’s job was to take away the punch bowl and that balance is always a very difficult transition, you want the economy to slow to keep inflation from getting out of hand but you want enough earnings to support stock prices,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;It is about the rate of change as much as the change so when the rate of change starts to slow ... that almost becomes a positive even though in absolute terms we are going to continue to see higher rates and higher rates means more competition for stocks and lower multiples.&#34;</p><p>According to preliminary data, the S&amp;P 500 lost 40.23 points, or 1.04%, to end at 3,720.44 points, while the Nasdaq Composite lost 181.15 points, or 1.73%, to 10,342.97. The Dow Jones Industrial Average fell 148.42 points, or 0.47%, to 31,995.61.</p><p>While traders are roughly evenly split between the odds of a 50 basis-point and 75 basis-point rate hike in December, the peak Fed funds rate is seen climbing to at least 5%, compared with a prior view of 4.50%-4.75% rise.</p><p>Investors will closely eye the nonfarm payrolls report due on Friday for signs the Fed&#39;s rate hikes are beginning to have a notable impact on slowing the economy.</p><p>The climb in yields weighed on megacap growth companies such as Apple Inc and Alphabet Inc, which pulled down the technology and communication services sectors as the worst-performing on the session.</p><p>Losses were curbed on the Dow thanks to gains in industrials including Boeing Co and heavy equipment maker Caterpillar Inc.</p><p>Qualcomm Inc and <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> lost ground after their holiday quarter forecasts fell below expectations.</p><p>With roughly 80% of S&amp;P 500 having reported earnings, the expected growth rate is 4.7%, according to Refinitiv data, up slightly from the 4.5% at the start of October.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","ROKU":"Roku Inc","QCOM":"高通",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280545557","content_text":"U.S. initial weekly jobless claims fallServices industry growth slowsQualcomm, Roku slump on weak forecastsU.S. stocks closed lower for a fourth consecutive session on Thursday as economic data did little to alter expectations the Federal Reserve would continue raising interest rates for longer than previously thought.Following the Federal Reserve's statement on Wednesday, comments from Fed Chair Jerome Powell that it was \"very premature\" to be thinking about pausing its rate hikes sent stocks lower as U.S. bond yields and the U.S. dollar rose, a pattern that extended into Thursday.Economic data on Thursday showed a labor market that continues to stay strong, although a separate report showed growth in the services sector slowed in October, keeping the Fed on its aggressive interest rate hike path.\"Years ago the Fed’s job was to take away the punch bowl and that balance is always a very difficult transition, you want the economy to slow to keep inflation from getting out of hand but you want enough earnings to support stock prices,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\"It is about the rate of change as much as the change so when the rate of change starts to slow ... that almost becomes a positive even though in absolute terms we are going to continue to see higher rates and higher rates means more competition for stocks and lower multiples.\"According to preliminary data, the S&P 500 lost 40.23 points, or 1.04%, to end at 3,720.44 points, while the Nasdaq Composite lost 181.15 points, or 1.73%, to 10,342.97. The Dow Jones Industrial Average fell 148.42 points, or 0.47%, to 31,995.61.While traders are roughly evenly split between the odds of a 50 basis-point and 75 basis-point rate hike in December, the peak Fed funds rate is seen climbing to at least 5%, compared with a prior view of 4.50%-4.75% rise.Investors will closely eye the nonfarm payrolls report due on Friday for signs the Fed's rate hikes are beginning to have a notable impact on slowing the economy.The climb in yields weighed on megacap growth companies such as Apple Inc and Alphabet Inc, which pulled down the technology and communication services sectors as the worst-performing on the session.Losses were curbed on the Dow thanks to gains in industrials including Boeing Co and heavy equipment maker Caterpillar Inc.Qualcomm Inc and Roku Inc lost ground after their holiday quarter forecasts fell below expectations.With roughly 80% of S&P 500 having reported earnings, the expected growth rate is 4.7%, according to Refinitiv data, up slightly from the 4.5% at the start of October.","news_type":1,"symbols_score_info":{"ROKU":0.81,".SPX":0.9,".IXIC":0.9,".DJI":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985796222,"gmtCreate":1667453440466,"gmtModify":1676537921007,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985796222","repostId":"1124568203","repostType":4,"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985884395,"gmtCreate":1667353211117,"gmtModify":1676537903095,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985884395","repostId":"2280425093","repostType":4,"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985068132,"gmtCreate":1667271012626,"gmtModify":1676537888959,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Huh","listText":"Huh","text":"Huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985068132","repostId":"1180963465","repostType":4,"repost":{"id":"1180963465","kind":"news","pubTimestamp":1667262471,"share":"https://ttm.financial/m/news/1180963465?lang=&edition=fundamental","pubTime":"2022-11-01 08:27","market":"us","language":"en","title":"Apple and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1180963465","media":"MarketWatch","summary":"The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings re","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/4062ea999ad9a74269b4289fac8b8890\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/>The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more than $700 billion to close out last week.</p><p>Apple finished Friday’s trading session with a<b> $2.48 trillion valuation</b>, while Microsoft ended the week with a <b>$1.76 trillion valuation</b>. The $719.24 billion spread between those two market caps was the widest record and nearly as much as Tesla Inc.’s entire market cap of<b> $721.61 billion</b>, according to Dow Jones Market Data.</p><p>The spread has narrowed a bit with Monday morning’s trading action, as Apple shares are off 1.8% and Microsoft shares are down 1.5%. Apple’s market value is now $698.40 billion larger than Microsoft’s, with that spread again similar to Tesla’s  current valuation.</p><p>While Apple shares rallied 7.6% in Friday trading after the company posted a large revenue beat in its Mac segment and indicated that iPhone demand was strong despite supply challenges, Microsoft shares lost 7.7% Wednesday as the company’s most recent earnings report fueled concerns about cloud growth.</p><p>Combined, Apple’s and Microsoft’s market caps made up 42% of the market cap of all Dow Jones Industrial Average components as of Friday’s close.</p><p>Apple’s price-to-earnings ratio on a next-12-months basis is also higher than Microsoft’s in a somewhat rare occurrence. While the smartphone giant’s forward P/E has been higher than Microsoft’s during several days in September and October, it hadn’t been above Microsoft’s before those instances since January 2021, per Dow Jones Market Data, based on FactSet data.</p><p>Apple had a 24.48 P/E ahead of Monday’s open, while Microsoft’s was 23.25.</p><p>Shares of both names remain down on the year, however, with Microsoft’s stock off 31% over the course of 2022 and Apple’s off 14%. Together, Apple, Microsoft, Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. have shed $3 trillion in market value so far this year.</p></body></html>","source":"lsy1603348471595","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 and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation</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 and Microsoft Market Caps Reached Their Largest Spread on Record — at Roughly Tesla’s Entire Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567\">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","TSLA":"特斯拉","MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/apple-and-microsoft-market-caps-reached-their-largest-spread-on-record-at-roughly-teslas-entire-valuation-11667226567","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180963465","content_text":"The divergent performances of Apple Inc. and Microsoft Corp. in the wake of their latest earnings reports widened the spread between the two companies’ market values to the largest on record at more than $700 billion to close out last week.Apple finished Friday’s trading session with a $2.48 trillion valuation, while Microsoft ended the week with a $1.76 trillion valuation. The $719.24 billion spread between those two market caps was the widest record and nearly as much as Tesla Inc.’s entire market cap of $721.61 billion, according to Dow Jones Market Data.The spread has narrowed a bit with Monday morning’s trading action, as Apple shares are off 1.8% and Microsoft shares are down 1.5%. Apple’s market value is now $698.40 billion larger than Microsoft’s, with that spread again similar to Tesla’s  current valuation.While Apple shares rallied 7.6% in Friday trading after the company posted a large revenue beat in its Mac segment and indicated that iPhone demand was strong despite supply challenges, Microsoft shares lost 7.7% Wednesday as the company’s most recent earnings report fueled concerns about cloud growth.Combined, Apple’s and Microsoft’s market caps made up 42% of the market cap of all Dow Jones Industrial Average components as of Friday’s close.Apple’s price-to-earnings ratio on a next-12-months basis is also higher than Microsoft’s in a somewhat rare occurrence. While the smartphone giant’s forward P/E has been higher than Microsoft’s during several days in September and October, it hadn’t been above Microsoft’s before those instances since January 2021, per Dow Jones Market Data, based on FactSet data.Apple had a 24.48 P/E ahead of Monday’s open, while Microsoft’s was 23.25.Shares of both names remain down on the year, however, with Microsoft’s stock off 31% over the course of 2022 and Apple’s off 14%. Together, Apple, Microsoft, Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. have shed $3 trillion in market value so far this year.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AAPL":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982264048,"gmtCreate":1667188520584,"gmtModify":1676537874055,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982264048","repostId":"1188744789","repostType":4,"repost":{"id":"1188744789","kind":"news","pubTimestamp":1667185398,"share":"https://ttm.financial/m/news/1188744789?lang=&edition=fundamental","pubTime":"2022-10-31 11:03","market":"us","language":"en","title":"Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate","url":"https://stock-news.laohu8.com/highlight/detail?id=1188744789","media":"Bloomberg","summary":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set ","content":"<div>\n<p>Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate</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\">\nJittery Stock Traders Eye Four Days That Will Sow Market’s Fate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188744789","content_text":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.Here’s what investors are on the lookout for in each of these events.FOMC Rate DecisionWall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”Source: BloombergJobs DayThe October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.Midterm ElectionsStock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”Inflation ReportFew economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982085220,"gmtCreate":1667047408260,"gmtModify":1676537853936,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982085220","repostId":"2278507483","repostType":4,"repost":{"id":"2278507483","kind":"highlight","pubTimestamp":1667005734,"share":"https://ttm.financial/m/news/2278507483?lang=&edition=fundamental","pubTime":"2022-10-29 09:08","market":"us","language":"en","title":"3 Warren Buffett Stocks to Buy Hand Over Fist in November","url":"https://stock-news.laohu8.com/highlight/detail?id=2278507483","media":"Motley Fool","summary":"The Oracle of Omaha's methodology is passing the test of time after all.","content":"<div>\n<p>Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks to Buy Hand Over Fist in November</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\">\n3 Warren Buffett Stocks to Buy Hand Over Fist in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-29 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","BAC":"美国银行","AXP":"美国运通"},"source_url":"https://www.fool.com/investing/2022/10/28/3-warren-buffett-stocks-to-buy-hand-over-fist-in-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278507483","content_text":"Warren Buffett's value-based approach to picking stocks somewhat fell out of favor back in mid-2020, when growth stocks led the market out of its pandemic-prompted pullback. The market environment is more than a little rocky this year, though, and Buffett's philosophy is proving itself once again. Whereas the S&P 500 has been rather deep in the red over the past year of trading, Berkshire Hathaway stock is basically breaking even.Translation: Given enough time, the all-weather Warren Buffett way still works.Let's take a look at three Berkshire holdings you may want to scoop up for yourself, and soon. They're mostly underperforming for now. But these stocks tend to be recession-resilient, and they could end up outperforming the broad market in the foreseeable future.1. Bank of AmericaAt first glance, there are some troubling indicators surrounding banks right now. Rising interest rates could crimp demand for loans, while a weakening economy dents borrowers' ability to make loan payments. Such an environment also sours the stock market, undermining the banking industry's investment-related businesses.But investors may be pricing in far more downside than is merited for banks at the same time they're overlooking the upsides of this situation. That's arguably what's happening with Bank of America shares anyway.Yes, last quarter's results showed a sizable uptick in provisions for losses on loans that may be in the cards, and per-share earnings fell from $0.85 to only $0.81 per share. That's quite possibly the worst trouble the bank's facing though. Even the company's investment management operation more or less matched this year's second-quarter results as well as the year-ago Q3 results during the third quarter of this year despite the broader market's poor performance.Indeed, things may even be looking up very soon for Buffett's beaten-down $133 billion Bank of America position, which accounts for more than a tenth of his total stock holdings.Although Bank of America is likely to make far fewer loans within the next few months than it has during the past few months, the net profitability of those loans should be much greater than the bank's current loan portfolio. In a recent interview with Yahoo! Finance, CEO Brian Moynihan pointed out that continued increases in interest rates could add another billion dollars worth of profitability to the company's current bottom line. That would bolster net interest income that was already up 24% year over year last quarter.It's a possibility, however, that's only recent begun to be reflected in the stock's rebound effort from a sell-off that dragged it 40% below February's peak price. Still down 20% year to date though, the bounce since October's low may be a sign that the market is finally starting to right-price this ticker headed into November.2. Coca-ColaThe recession-related risk of losing a job may prompt some people to cancel a vacation or postpone the purchase of a new car. Economic weakness and burgeoning inflation, however, typically don't cause consumers to stop buying their favorite beverages.Enter Coca-Cola, which is doing just fine at a time when most companies aren't. Last quarter's organic revenue was up 16% on a 4% increase in unit volume, meaning the beverage giant is successfully passing along its higher costs to its customers. The company also managed to gain market share in a very crowded drinks market. And, given all that its management knows right now, Coca-Cola is still looking for solid single-digit revenue and earnings growth for the upcoming year despite broad economic headwinds.This loyalty makes sense. Coca-Cola is one of the world's most recognized and beloved brand names, and being in business for 136 years means it's had plenty of time to become a fixture of the global culture. Christmas ornaments, clothing, toys, and home decor are just some of non-beverage goods that regularly borrow the Coca-Cola logo and colors, reflecting the planet's affinity for the brand outside of beverages.Of course, The Coca-Cola Company isn't just its namesake cola anymore. The company reaches plenty of non-soda drinkers as well; it also owns Dasani water, Gold Peak tea, and Minute Maid juices, just to name a few.Perhaps the real upside to new investors, however, is the nuance that Buffett likes most about this particular Berkshire holding. That's the dividend -- and its reliable growth -- that keeps on coming even in lousy environments. The quarterly payout has not only been paid like clockwork for decades now, but the annual dividend payment has been upped every year for the past 60 years.  Thanks to the stock's relative weakness this year, you can step into this stock right now while its yield is an above-average 3%.3. American ExpressFinally, add American Express to your list of Buffett stocks to buy sooner than later, while you can still buy it 26% below February's peak.On the surface, it's just another credit company. Dig deeper, though, and it's much more. Whereas competitors like Visa and Mastercard provide a payments processing platform for card issuers, American Express builds and operates its own robust charge-card ecosystem. The bulk of the company's personal and business charge cards impose an annual fee, but it's a fee its customers gladly pay in exchange for incredible perks. The Platinum Card, for instance, offers access to select airport lounges, while the Gold Card offers outright credits for Uber Technology's ride-hailing services.And this ecosystem of benefits is no small matter.The company earns interest income like any other lender and collects the usual transaction fees for facilitating the purchase of goods and services. But it also generates a great deal of service and card-fee income. Roughly 10% of last quarter's top line came from cardholders' payments just for the privilege of holding an American Express charge card.Of course, the economic turbulence could rattle consumers' spending and prompt some to cancel credit cards that incur an annual fee. But that's not as likely as you might suspect.Aside from the fact that American Express cardholders really, really love their rewards programs -- in August, J.D. Power ranked American Express highest for customer satisfaction for a third year in a row -- credit cards aren't just for splurging anymore. They're increasingly being used as an alternative to cash to buy everyday goods. In this vein, American Express has collected nearly $38.7 billion in net revenue through the first three quarters of this year, up 30% from where it was at this time of year in pre-pandemic 2019. Analysts are calling for top-line growth of 11% next year, too, despite the brewing economic headwind. That's more than many other companies will be able to produce.You won't want to tarry if you agree with the bigger-picture bullish premise either. While the stock's deep in the red for the year, American Express and now both Mastercard and Visa all agreed in their most recent earnings reports that consumer spending is remaining surprisingly firm. The market hasn't been pricing these stocks accordingly, but may well do that beginning in November now that all three players are singing the same chorus.","news_type":1,"symbols_score_info":{"BAC":0.9,"AXP":0.9,"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986807658,"gmtCreate":1666919257775,"gmtModify":1676537830486,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986807658","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","kind":"news","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what&#39;s to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company&#39;s earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock&#39;s outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business&#39;s strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple&#39;s September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family&#39;s base model equivalents.</p><p>We believe Apple&#39;s resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple&#39;s prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management&#39;s allusion to &#34;strength of [Apple&#39;s] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high&#34; kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors&#39; concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple&#39;s sprawling influence over the consumer end-market. This is further corroborated by Apple&#39;s earnings beat, underscoring the strength of Services&#39; margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year&#39;s selloff, which raises concerns that it may become more &#34;vulnerable&#34; to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business&#39; robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple&#39;s valuation over the longer term, which reinforces the stock&#39;s$3 trillion thesis. Paired with Apple&#39;s upbeat F4Q22 results and management&#39;s positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple&#39;s Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple&#39;s Services segment is becoming increasingly core to the company&#39;s long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors&#39; ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (&#34;CAGR&#34;) of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple&#39;s services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple&#39;s sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p>We see Services&#39; critical role in safeguarding Apple&#39;s bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company&#39;s recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment&#39;s momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a &#34;cheaper&#34; alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+&#39;s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was &#34;introduced at a very low price because it started with just a few shows and movies.&#34; But now, it has grown into an extensive library of &#34;award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,&#34; which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as &#34;Friday Night Baseball&#34; - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+&#39;s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max&#39;s ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+&#39;s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify&#39;s (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service&#39;s already laggard market share(~15%) compared to Spotify&#39;s (&gt;30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment&#39;s bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple&#39;s service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple&#39;s Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment&#39;s profit margins - an increasingly prominent driver of Apple&#39;s free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple&#39;s most core operating regions - China currently accounts of about a fifth of the company&#39;s consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple&#39;s importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple&#39;s power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant&#39;s &#34;size and importance to suppliers&#34; was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company&#39;s massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple&#39;s upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple&#39;s pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple&#39;s rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment&#39;s growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple&#39;s transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company&#39;s potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple&#39;s services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple&#39;s iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for &#34;nearly a fifth&#34; of the S&amp;P 500&#39;s value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple&#39;s valuation remains lofty at &#34;23x forward earnings, above both its long-term average and the market overall,&#34; which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company&#39;s fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</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\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988721620,"gmtCreate":1666835550760,"gmtModify":1676537813737,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"He","listText":"He","text":"He","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988721620","repostId":"1191968759","repostType":4,"repost":{"id":"1191968759","kind":"news","pubTimestamp":1666842903,"share":"https://ttm.financial/m/news/1191968759?lang=&edition=fundamental","pubTime":"2022-10-27 11:55","market":"us","language":"en","title":"The 3 Hottest Stocks to Watch This Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=1191968759","media":"InvestorPlace","summary":"These three earnings reports are among the most important for investors to pay attention to.Apple(AA","content":"<div>\n<p>These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are ...</p>\n\n<a href=\"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/\">Web Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 3 Hottest Stocks to Watch This Earnings Season</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; 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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 3 Hottest Stocks to Watch This Earnings Season\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are ...</p>\n\n<a href=\"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","XOM":"埃克森美孚"},"source_url":"https://investorplace.com/2022/10/the-3-hottest-stocks-to-watch-this-earnings-season/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191968759","content_text":"These three earnings reports are among the most important for investors to pay attention to.Apple(AAPL): All eyes will be on the company’s iPhone 14 sales.Amazon(AMZN): About 63% of Americans are living paycheck to paycheck.Exxon Mobil(XOM): Oil giant in prime position to give more money back to shareholders.Much like the first half of the year, the second half started out just as rough. However, there are still top stocks to watch. As inflation remains stubbornly high, consumers are struggling. Nearly63% of Americans are now living paycheck to paycheck. Thus, there are clear recession fears brewing. This is based mainly on the fear that the Federal Reserve may be getting far too aggressive with interest rate hikes. That said, there are expectations the Fed may be backing off of its aggressive stance, as to avoid pushing the economy over the edge.The world is still dealing with the Russia-Ukraine war. TheInternational Monetary Fundis warning of a global recession. Chinaimposed lockdownsto fight the coronavirus. In short, the world is dealing with a slow-motion train wreck that could get worse before it gets better.Earnings season is also under way. While top stocks to watch, such as Coca-Cola(NYSE:KO), Visa(NYSE:V), Chipotle(NYSE:CMG), General Electric(NYSE:GE), General Motors(NYSE:GM) and dozens more beat earnings, some big names such as Microsoft(NASDAQ:MSFT) dipped on its cloud growth miss and weak guidance. Even Alphabet(NASDAQ:GOOGL) just slipped on a disappointing earnings report.We’ll also get earnings from these market-moving heavyweights, too.Apple (AAPL)One of the top stocks to watch is Apple(NASDAQ:AAPL), which will post its fourth quarter earnings on Oct. 27. In this report, all eyes will be on its iPhone 14 sales.Investors want to see if the latest release is on pace for a solid growth cycle, or if global macro issues have started to weigh down demand. At the moment, the Street is looking for earnings per share of $1.27 on sales of $88.79 million.Deutsche Bank(NYSE:DB) analyst Sidney Ho expects Apple earnings to be in line with expectations. In addition, as noted byTheFly.com, “Ho thinks [Apple’s] slower growth is already anticipated by the market, especially given recent media reports suggesting Apple is cutting iPhone orders and the stock pulling back 20% from the August peak. He also believes the company’s ‘strong balance sheet will shine in the current environment,’ supporting its dividend payments and share repurchases totaling $100B annually.”Morgan Stanley(NYSE:MS) analyst Eric Woodring sees Q4 revenue of $90.1 billion, and December quarter revenue of $133.7 billion. Both would be above analyst expectations. The analyst also says Apple is his top pick, reiterating an overweight rating, with a price target of $177.After plummeting from $175 to $135, it appears most of the market’s negativity has been priced in. Unless something shocking is uncovered in the earnings report, I’d like to see the Apple stock challenge prior resistance around $162.50.Amazon (AMZN)Amazon(NASDAQ:AMZN) will also release earnings on Oct. 27, and is another one of the top stocks to watch. The Street expects the company to earn 22 cents per share on sales of $127.57 billion, as compared to earnings per share of 31 cents on sales of $110.81 billion year over year. There are also concerns that falling consumer demand could have a negative impact on the report, as well. Not helping matters, we have to remember that 63% of Americans are currently living paycheck to paycheck.Indeed, many retailers, including Amazon have had to deal with inventory issues. That would explain why Amazon held a second Prime Day shopping event this year. “The good news is the consumer is still spending,”D.A. Davidson analyst Tom Forte told MarketWatch. “The bad news is they’re not spending on e-commerce.”We should also note Amazon took a hit earlier this week on Microsoft’s cloud news. As reported byMarketWatch.com, Microsoft’s “Azure grew 35%, a marked slowdown from growth of 40% the previous quarter and 50% a year ago, and forecasts suggests it could fall toward 30% this quarter while overall revenue guidance misses Wall Street’s expectations by more than $2 billion.” Those cloud-growth concerns quickly spread to AMZN shares earlier this week.There’s also plenty of news around the idea that Amazon is trying to tighten its operational spending. The company already said it would slow corporate hiring in retail. It also slowed down on opening new warehouses and distribution centers with the economy the way it is. We also have to consider that consumers are likely to tighten their belts this holiday season, with sky-high inflation.Exxon Mobil (XOM)Exxon Mobil(NYSE:XOM) will post Q3 2022 earnings on Oct. 28. With the recent wild ride higher in the energy sector, companies like Exxon are generating record free cash flows, says analysts atTipRanks.com.They added, “Based on where oil and gas prices hovered during Q3, consensus earnings-per-share estimates point toward $3.81, implying a massive ~141% increase compared to last year, though slightly lower quarter-over-quarter as commodity prices did ease sequentially. Still, Q3 should be a massive quarter for Exxon.”The company is also in a prime position to give more money back to shareholders. Exxon already increased its dividend to $15 billion, or $3.52 a share, which could rise further in the coming quarters. In addition, Exxon Mobil said its operating profit could come in around $11 billion from $6.7 billion year over year. Analysts also expect Exxon to pump out earnings per share of $3.80 on sales of $104.6 billion.While that all sounds like great news, I do have to point out that XOM is technically overbought on RSI, MACD, and Williams’ %R. I’d wait to buy XOM stock on future pullbacks.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9,"XOM":0.9}},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988646342,"gmtCreate":1666747672586,"gmtModify":1676537799638,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988646342","repostId":"1195117117","repostType":4,"repost":{"id":"1195117117","kind":"news","pubTimestamp":1666744741,"share":"https://ttm.financial/m/news/1195117117?lang=&edition=fundamental","pubTime":"2022-10-26 08:39","market":"us","language":"en","title":"Analysts Are Doubling Down on Xpeng Stock After Technology Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1195117117","media":"InvestorPlace","summary":"XPeng(XPEV) recently held its 1024 Tech Day, highlighting new developments like XNet.After the event","content":"<div>\n<p>XPeng(XPEV) recently held its 1024 Tech Day, highlighting new developments like XNet.After the event, Bank of America reiterated its $31 price target on shares.XPEV stock is down more than 80% year-to...</p>\n\n<a href=\"https://investorplace.com/2022/10/analysts-are-doubling-down-on-xpeng-xpev-stock-after-technology-day/\">Web Link</a>\n\n</div>\n","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts Are Doubling Down on Xpeng Stock After Technology Day</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; 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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\">\nAnalysts Are Doubling Down on Xpeng Stock After Technology Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/analysts-are-doubling-down-on-xpeng-xpev-stock-after-technology-day/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng(XPEV) recently held its 1024 Tech Day, highlighting new developments like XNet.After the event, Bank of America reiterated its $31 price target on shares.XPEV stock is down more than 80% year-to...</p>\n\n<a href=\"https://investorplace.com/2022/10/analysts-are-doubling-down-on-xpeng-xpev-stock-after-technology-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://investorplace.com/2022/10/analysts-are-doubling-down-on-xpeng-xpev-stock-after-technology-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195117117","content_text":"XPeng(XPEV) recently held its 1024 Tech Day, highlighting new developments like XNet.After the event, Bank of America reiterated its $31 price target on shares.XPEV stock is down more than 80% year-to-date (YTD).XPeng(NYSE:XPEV) stock rose 10.89% today following the company’s 1024 Technology Day. At the event, the company unveiled several new advancements, such as XNet, an upgraded “equine robot prototype” and the latest version of its flying car.XNet is XPeng’s “next-generation neural network-based software architecture.” The software will be equipped with in-house neural network visual recognition, an evolving data algorithm and decision-making abilities. It will also be powered by Fuyao, “China’s largest supercomputing center for autonomous driving.” Fuyao’s technology can achieve 600PFLOPS, which can increase autonomous driving (AD) model “training efficiency” by over 600 times.XPeng Autonomous Driving Vice President Dr. Xinzhou Wu had the following to say about these developments:“Enhancing customer experience through innovation is our ultimate goal. We are implementing the most advanced driver assistance in mass-produced vehicles in complex urban driving environments, a huge leap forward as we work to build our autonomous driving capabilities.”XPEV Stock: Bank of America Reiterates $31 Price TargetXNet wasn’t the only development XPeng touted at its 1024 Technology Day. In addition, XPeng’s upgraded equine robot now comes with a new design, improving its multi-degree-of-freedom (MDOF) motion and locomotion capabilities. Better motion control will help the pony-like robot move in a range of environments, such as “stairs, steep slopes and gravel roads.” The robot is also equipped with a thermal management system and an advanced computing platform.At the event, XPeng affiliate Aeroht also showed off the latest version of its electric vertical take-off and landing (eVToL) flying car, called the X2. The car was updated with a “new distributed multi-rotor configuration” and other changes to help increase its safety and reliability. Last week, the X2 took off for its maiden flight in Dubai, hovering for a total of 90 seconds. Chief aviation specialist Liu Xinyin noted that the X2 is almost sufficient enough for public use, although strict regulations may push its release date well into the future.Following Technology Day, Bank of America reiterated its “buy” rating and price target of $31on XPeng. Analyst Ming Hsun Lee added:“With XPeng’s latest smart driving roadmap, it accomplishes single-scenario driving assistance in 2022, targets to complete full-scenario driver assistance in 2023-2025, and aims for full autonomous driving in and beyond 2025.”Across the board, XPEV stock has an average price target of $30.25 among 22 firms with coverage of shares.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988646027,"gmtCreate":1666747658169,"gmtModify":1676537799631,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581640085724727","authorIdStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988646027","repostId":"1172306005","repostType":4,"repost":{"id":"1172306005","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666746747,"share":"https://ttm.financial/m/news/1172306005?lang=&edition=fundamental","pubTime":"2022-10-26 09:12","market":"us","language":"en","title":"Amazon Earnings Preview: Additional Prime Day and AWS Revenue Growth Rate May Be the Key Catalysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1172306005","media":"Tiger Newspress","summary":"SummaryWall Street is optimistic about Amazon stock,Jefferies expects additional Prime Daycouldadd a","content":"<html><head></head><body><h2>Summary</h2><blockquote>Wall Street is optimistic about Amazon stock,Jefferies expects additional Prime Daycouldadd anextra $4.1bn insales to Amazon’stopline. Also, keep an eye on whether AWS revenue growth rate will reach 30% and the development of its advertising market.</blockquote><p>Amazon(NASDAQ: AMZN) is scheduled to announce Q3 earnings results after the market closes on next Thursday, October 27. Analysts anticipate Amazon’s revenues to reach $127.938 billion, Amazon is expected to post earnings of $0.422 per share.</p><p>Overall, Wall Street is optimistic about Amazon stock, with a Buy consensus rating based on 55 Buys, 2 Holds, and 1 Sells. The average price target of $166.85 implies a 45% upside potential from current levels.</p><h2><img src=\"https://static.tigerbbs.com/8b6997b9b0e9510eecb7b55664434fd3\" tg-width=\"554\" tg-height=\"189\" referrerpolicy=\"no-referrer\"/>Latest Results</h2><p>It reported a net loss of 20 cents per share and net sales of $121.2 billion in Q2, up 7% year-over-year. Over 300 million items were sold in its Prime Day event held July 12 and 13, with members buying 100,000 items per minute.</p><h2>Q3 Guidance</h2><p>The company expects Q3 net sales to be in the range of $125 billion to $130 billion, up 13% to 17% year-over-year. Operating income for Q3 will be between $0 and $3.5 billion, compared with $4.9 billion in Q3 2021.</p><h2>3 Things To Watch Before Q3 Earnings Release</h2><p><b>1.</b> <b>Additional Prime Day Could Add an Extra $4.1bn in Sales to Amazon’s Topline</b></p><p>Amazon has announced an unprecedented second Prime Shopping Day, which will span over 2 days starting on October 11th.</p><p>Jefferies analyst Brent Thill has argued that the Prime Day event could add an extra $4.1bn in sales to Amazon’s topline, and thus help it to push the annual year-over-year revenue increase to about 14% -- but still the lowest growth rate on record.</p><p>Shopping events are shifting earlier this year because spending during the holidays is expected to be weaker due to inflation and other macroeconomic issues. Per Adobe Analytics, online sales are only expected to rise 2.5% in November and December this year, compared to 8.6% last year. This will be the slowest increase since 2015.</p><p><b>2.</b> <b>Whether AWS Revenue Growth Rate Will Reach 30% Is a Key Issue</b></p><p>AWS is the crown jewel. Just under 20% of Amazon&#39;s total revenues is AWS. Its market share in the $200 billion worldwide cloud infrastructure market amounted to 34% in Q2 2022, still exceeding the combined market share of its two largest competitors, Microsoft Azure and Google Cloud.</p><p>According to Andreea &amp; Jamie’s view, they see Amazon shares achieving a CAGR through to 2026 of 2%, 16%, and 39% in bear, base, and bull case scenarios. For the bull case, it makes sense considering AWS has EBIT margins of 31% over the past 12 months, and it still has room to scale and expand these margins further.</p><p>For the bearish case, AWS will still perform better than retail, but not by enough to have a huge impact on margins, especially as retail loses steam.</p><p><b>3.</b> <b>Advertising Has a Long Runway to International Market</b></p><p>Management noted on its Q2 2022 earnings call that while the majority of advertising revenue is in North America, the company is making inroads into the international markets and expanding the array of advertising products from its consumer websites into video opportunities, e.g., its Prime Video, Thursday Night Football programming, FireTV, Freevee channels, Twitch, Amazon Music, among other areas.</p><p>Mizuho analyst James Lee said Amazon’s SSS-ad-spending growth accelerated 15 points in 3Q22 due to July’s Prime Day, and ad-pricing stabilized in CPG and several key discretionary categories after several quarters of consistent decline, indicating pricing has firmed, and Q4 should turn positive.</p><h2>Analyst Opinions</h2><p>JPMorgan analysts Nicholas Jones offer an Overweight rating and a $185 price target on it. Retail concerns were being driven by macro headwinds and uncertainty around how Amazon would fare in a recessionary environment, it expected higher in-stock inventory levels and faster delivery speeds would be key drivers. Also, JPMorgan was anticipating 31% growth in AWS in Q3.</p><p>Jefferies analyst Brent Thill had a Buy rating and a $165 price target on it. It is facing $12B-$16B of cost headwinds in 2022, resulting from a combination of inflation, lower productivity and fixed cost deleverage. It realized a $2B sequential cost reduction in Q2. It is expected to continue reducing costs throughout 2022, which should help drive growth in operating income even if macro pressures cause a slowdown in sales.</p><p>Cowen analyst John Blackledge had an outperform rating and a $195price target on it. It estimated operating income was $4.5 billion, above guidance of $0-3.5 billion and the consensus of $3.1 billion on lower gas prices and better fulfillment utilization. It forecasted its annual revenue growth of 14.7% annually in 2023-2027 (vs. 14.9% prior) and annual operating income growth of 41% vs. (vs. 44% prior).</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>Amazon Earnings Preview: Additional Prime Day and AWS Revenue Growth Rate May Be the Key Catalysts</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\">\nAmazon Earnings Preview: Additional Prime Day and AWS Revenue Growth Rate May Be the Key Catalysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-26 09:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>Summary</h2><blockquote>Wall Street is optimistic about Amazon stock,Jefferies expects additional Prime Daycouldadd anextra $4.1bn insales to Amazon’stopline. Also, keep an eye on whether AWS revenue growth rate will reach 30% and the development of its advertising market.</blockquote><p>Amazon(NASDAQ: AMZN) is scheduled to announce Q3 earnings results after the market closes on next Thursday, October 27. Analysts anticipate Amazon’s revenues to reach $127.938 billion, Amazon is expected to post earnings of $0.422 per share.</p><p>Overall, Wall Street is optimistic about Amazon stock, with a Buy consensus rating based on 55 Buys, 2 Holds, and 1 Sells. The average price target of $166.85 implies a 45% upside potential from current levels.</p><h2><img src=\"https://static.tigerbbs.com/8b6997b9b0e9510eecb7b55664434fd3\" tg-width=\"554\" tg-height=\"189\" referrerpolicy=\"no-referrer\"/>Latest Results</h2><p>It reported a net loss of 20 cents per share and net sales of $121.2 billion in Q2, up 7% year-over-year. Over 300 million items were sold in its Prime Day event held July 12 and 13, with members buying 100,000 items per minute.</p><h2>Q3 Guidance</h2><p>The company expects Q3 net sales to be in the range of $125 billion to $130 billion, up 13% to 17% year-over-year. Operating income for Q3 will be between $0 and $3.5 billion, compared with $4.9 billion in Q3 2021.</p><h2>3 Things To Watch Before Q3 Earnings Release</h2><p><b>1.</b> <b>Additional Prime Day Could Add an Extra $4.1bn in Sales to Amazon’s Topline</b></p><p>Amazon has announced an unprecedented second Prime Shopping Day, which will span over 2 days starting on October 11th.</p><p>Jefferies analyst Brent Thill has argued that the Prime Day event could add an extra $4.1bn in sales to Amazon’s topline, and thus help it to push the annual year-over-year revenue increase to about 14% -- but still the lowest growth rate on record.</p><p>Shopping events are shifting earlier this year because spending during the holidays is expected to be weaker due to inflation and other macroeconomic issues. Per Adobe Analytics, online sales are only expected to rise 2.5% in November and December this year, compared to 8.6% last year. This will be the slowest increase since 2015.</p><p><b>2.</b> <b>Whether AWS Revenue Growth Rate Will Reach 30% Is a Key Issue</b></p><p>AWS is the crown jewel. Just under 20% of Amazon&#39;s total revenues is AWS. Its market share in the $200 billion worldwide cloud infrastructure market amounted to 34% in Q2 2022, still exceeding the combined market share of its two largest competitors, Microsoft Azure and Google Cloud.</p><p>According to Andreea &amp; Jamie’s view, they see Amazon shares achieving a CAGR through to 2026 of 2%, 16%, and 39% in bear, base, and bull case scenarios. For the bull case, it makes sense considering AWS has EBIT margins of 31% over the past 12 months, and it still has room to scale and expand these margins further.</p><p>For the bearish case, AWS will still perform better than retail, but not by enough to have a huge impact on margins, especially as retail loses steam.</p><p><b>3.</b> <b>Advertising Has a Long Runway to International Market</b></p><p>Management noted on its Q2 2022 earnings call that while the majority of advertising revenue is in North America, the company is making inroads into the international markets and expanding the array of advertising products from its consumer websites into video opportunities, e.g., its Prime Video, Thursday Night Football programming, FireTV, Freevee channels, Twitch, Amazon Music, among other areas.</p><p>Mizuho analyst James Lee said Amazon’s SSS-ad-spending growth accelerated 15 points in 3Q22 due to July’s Prime Day, and ad-pricing stabilized in CPG and several key discretionary categories after several quarters of consistent decline, indicating pricing has firmed, and Q4 should turn positive.</p><h2>Analyst Opinions</h2><p>JPMorgan analysts Nicholas Jones offer an Overweight rating and a $185 price target on it. Retail concerns were being driven by macro headwinds and uncertainty around how Amazon would fare in a recessionary environment, it expected higher in-stock inventory levels and faster delivery speeds would be key drivers. Also, JPMorgan was anticipating 31% growth in AWS in Q3.</p><p>Jefferies analyst Brent Thill had a Buy rating and a $165 price target on it. It is facing $12B-$16B of cost headwinds in 2022, resulting from a combination of inflation, lower productivity and fixed cost deleverage. It realized a $2B sequential cost reduction in Q2. It is expected to continue reducing costs throughout 2022, which should help drive growth in operating income even if macro pressures cause a slowdown in sales.</p><p>Cowen analyst John Blackledge had an outperform rating and a $195price target on it. It estimated operating income was $4.5 billion, above guidance of $0-3.5 billion and the consensus of $3.1 billion on lower gas prices and better fulfillment utilization. It forecasted its annual revenue growth of 14.7% annually in 2023-2027 (vs. 14.9% prior) and annual operating income growth of 41% vs. (vs. 44% prior).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172306005","content_text":"SummaryWall Street is optimistic about Amazon stock,Jefferies expects additional Prime Daycouldadd anextra $4.1bn insales to Amazon’stopline. Also, keep an eye on whether AWS revenue growth rate will reach 30% and the development of its advertising market.Amazon(NASDAQ: AMZN) is scheduled to announce Q3 earnings results after the market closes on next Thursday, October 27. Analysts anticipate Amazon’s revenues to reach $127.938 billion, Amazon is expected to post earnings of $0.422 per share.Overall, Wall Street is optimistic about Amazon stock, with a Buy consensus rating based on 55 Buys, 2 Holds, and 1 Sells. The average price target of $166.85 implies a 45% upside potential from current levels.Latest ResultsIt reported a net loss of 20 cents per share and net sales of $121.2 billion in Q2, up 7% year-over-year. Over 300 million items were sold in its Prime Day event held July 12 and 13, with members buying 100,000 items per minute.Q3 GuidanceThe company expects Q3 net sales to be in the range of $125 billion to $130 billion, up 13% to 17% year-over-year. Operating income for Q3 will be between $0 and $3.5 billion, compared with $4.9 billion in Q3 2021.3 Things To Watch Before Q3 Earnings Release1. Additional Prime Day Could Add an Extra $4.1bn in Sales to Amazon’s ToplineAmazon has announced an unprecedented second Prime Shopping Day, which will span over 2 days starting on October 11th.Jefferies analyst Brent Thill has argued that the Prime Day event could add an extra $4.1bn in sales to Amazon’s topline, and thus help it to push the annual year-over-year revenue increase to about 14% -- but still the lowest growth rate on record.Shopping events are shifting earlier this year because spending during the holidays is expected to be weaker due to inflation and other macroeconomic issues. Per Adobe Analytics, online sales are only expected to rise 2.5% in November and December this year, compared to 8.6% last year. This will be the slowest increase since 2015.2. Whether AWS Revenue Growth Rate Will Reach 30% Is a Key IssueAWS is the crown jewel. Just under 20% of Amazon's total revenues is AWS. Its market share in the $200 billion worldwide cloud infrastructure market amounted to 34% in Q2 2022, still exceeding the combined market share of its two largest competitors, Microsoft Azure and Google Cloud.According to Andreea & Jamie’s view, they see Amazon shares achieving a CAGR through to 2026 of 2%, 16%, and 39% in bear, base, and bull case scenarios. For the bull case, it makes sense considering AWS has EBIT margins of 31% over the past 12 months, and it still has room to scale and expand these margins further.For the bearish case, AWS will still perform better than retail, but not by enough to have a huge impact on margins, especially as retail loses steam.3. Advertising Has a Long Runway to International MarketManagement noted on its Q2 2022 earnings call that while the majority of advertising revenue is in North America, the company is making inroads into the international markets and expanding the array of advertising products from its consumer websites into video opportunities, e.g., its Prime Video, Thursday Night Football programming, FireTV, Freevee channels, Twitch, Amazon Music, among other areas.Mizuho analyst James Lee said Amazon’s SSS-ad-spending growth accelerated 15 points in 3Q22 due to July’s Prime Day, and ad-pricing stabilized in CPG and several key discretionary categories after several quarters of consistent decline, indicating pricing has firmed, and Q4 should turn positive.Analyst OpinionsJPMorgan analysts Nicholas Jones offer an Overweight rating and a $185 price target on it. Retail concerns were being driven by macro headwinds and uncertainty around how Amazon would fare in a recessionary environment, it expected higher in-stock inventory levels and faster delivery speeds would be key drivers. Also, JPMorgan was anticipating 31% growth in AWS in Q3.Jefferies analyst Brent Thill had a Buy rating and a $165 price target on it. It is facing $12B-$16B of cost headwinds in 2022, resulting from a combination of inflation, lower productivity and fixed cost deleverage. It realized a $2B sequential cost reduction in Q2. It is expected to continue reducing costs throughout 2022, which should help drive growth in operating income even if macro pressures cause a slowdown in sales.Cowen analyst John Blackledge had an outperform rating and a $195price target on it. It estimated operating income was $4.5 billion, above guidance of $0-3.5 billion and the consensus of $3.1 billion on lower gas prices and better fulfillment utilization. It forecasted its annual revenue growth of 14.7% annually in 2023-2027 (vs. 14.9% prior) and annual operating income growth of 41% vs. (vs. 44% prior).","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9990360327,"gmtCreate":1660289710971,"gmtModify":1676533445302,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"J//<a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a>:To say&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;is unique is not far from the truth. It's assimilation of data and crunching of it to help its customer make sense of it is second to none.From the get go, everyone is aware that the bulk of its business is government slated. Is it a crime, dun think so. Is it a flaw certainly not!&nbsp;Let's say if PLTR does not have a solid value proposition would they have secure all these govt&nbsp;contracts? Reply is obvious.However tend to agree that indiscriminate issue to shares to staff has indeed dampened interests from retail investors. Tend to agree that the amount of shares bought into may be diluted in terms of percentage overtime due","listText":"J//<a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a>:To say&nbsp;<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>&nbsp;is unique is not far from the truth. It's assimilation of data and crunching of it to help its customer make sense of it is second to none.From the get go, everyone is aware that the bulk of its business is government slated. Is it a crime, dun think so. Is it a flaw certainly not!&nbsp;Let's say if PLTR does not have a solid value proposition would they have secure all these govt&nbsp;contracts? Reply is obvious.However tend to agree that indiscriminate issue to shares to staff has indeed dampened interests from retail investors. Tend to agree that the amount of shares bought into may be diluted in terms of percentage overtime due","text":"J//@JC888:To say $Palantir Technologies Inc.(PLTR)$ is unique is not far from the truth. It's assimilation of data and crunching of it to help its customer make sense of it is second to none.From the get go, everyone is aware that the bulk of its business is government slated. Is it a crime, dun think so. Is it a flaw certainly not! Let's say if PLTR does not have a solid value proposition would they have secure all these govt contracts? Reply is obvious.However tend to agree that indiscriminate issue to shares to staff has indeed dampened interests from retail investors. Tend to agree that the amount of shares bought into may be diluted in terms of percentage overtime due","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990360327","repostId":"1105994220","repostType":4,"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175308784,"gmtCreate":1627005226348,"gmtModify":1703482265524,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/175308784","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832052076,"gmtCreate":1629547910395,"gmtModify":1676530068974,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/832052076","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","TSM":"台积电","SSNLF":"三星电子","ON":"安森美半导体","QCOM":"高通","AMZN":"亚马逊","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","CDNS":"铿腾电子","AAPL":"苹果","SNPS":"新思科技","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"AAPL":0.9,"AMZN":0.9,"SOXX":0.9,"QCOM":0.9,"ON":0.9,"NVDA":0.9,"SNPS":0.9,"SSNLF":0.9,"ASML":0.9,"GOOG":0.9,"TSM":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578969648963961","authorId":"3578969648963961","name":"Boo2bear","avatar":"https://static.tigerbbs.com/209ae746c8124fe2d5f79aee784d2fcc","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3578969648963961","idStr":"3578969648963961"},"content":"Done. Pls like back","text":"Done. Pls like back","html":"Done. Pls like back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836303192,"gmtCreate":1629451498816,"gmtModify":1676530045633,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/836303192","repostId":"1157072234","repostType":4,"repost":{"id":"1157072234","kind":"news","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":1629451322,"share":"https://ttm.financial/m/news/1157072234?lang=&edition=fundamental","pubTime":"2021-08-20 17:22","market":"us","language":"en","title":"5 Stocks To Watch For August 20, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072234","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects & John Deere Company","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>&amp; <a href=\"https://laohu8.com/S/DE\">John Deere</a> Company</b>&nbsp;to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.</li>\n <li><b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Inc.</b>&nbsp;reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.</li>\n <li>Analysts are expecting&nbsp;<b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a>, Inc.</b>&nbsp;to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.</li>\n <li><b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores, Inc.</b>&nbsp;reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.</li>\n <li>Analysts expect&nbsp;<b><a href=\"https://laohu8.com/S/BKE\">Buckle</a> Inc</b>&nbsp;to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For August 20, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For August 20, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-20 17:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects&nbsp;<b>&amp; <a href=\"https://laohu8.com/S/DE\">John Deere</a> Company</b>&nbsp;to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.</li>\n <li><b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Inc.</b>&nbsp;reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.</li>\n <li>Analysts are expecting&nbsp;<b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a>, Inc.</b>&nbsp;to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.</li>\n <li><b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores, Inc.</b>&nbsp;reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.</li>\n <li>Analysts expect&nbsp;<b><a href=\"https://laohu8.com/S/BKE\">Buckle</a> Inc</b>&nbsp;to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMAT":"应用材料","ROST":"罗斯百货有限公司","DE":"迪尔股份有限公司","BKE":"巴克尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157072234","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects & John Deere Company to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.\nApplied Materials, Inc. reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.\nAnalysts are expecting Foot Locker, Inc. to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.\nRoss Stores, Inc. reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.\nAnalysts expect Buckle Inc to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.","news_type":1,"symbols_score_info":{"AMAT":0.9,"ROST":0.9,"FL":0.9,"BKE":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918753254,"gmtCreate":1664461085778,"gmtModify":1676537459857,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9918753254","repostId":"1126963246","repostType":4,"repost":{"id":"1126963246","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664465003,"share":"https://ttm.financial/m/news/1126963246?lang=&edition=fundamental","pubTime":"2022-09-29 23:23","market":"us","language":"en","title":"Dow Tumbles 500 Points and Erases Gains From Prior Day’s Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1126963246","media":"Tiger Newspress","summary":"Stocks slumped Thursday, giving back some of the sharp gains seen in the previous session, as bond yields resumed their upward march.The Dow Jones Industrial Average dropped 479.99 points, or 1.62%. T","content":"<html><head></head><body><p>Stocks slumped Thursday, giving back some of the sharp gains seen in the previous session, as bond yields resumed their upward march.</p><p>The Dow Jones Industrial Average dropped 479.99 points, or 1.62%. The S&amp;P 500 and Nasdaq Composite declined 2.18% and 3.03%, respectively.</p><p><img src=\"https://static.tigerbbs.com/f435d3c49e11b611977e5c8d5307e0a9\" tg-width=\"953\" tg-height=\"185\" width=\"100%\" height=\"auto\"/></p><p>A stronger-than-expected jobless claims report didn’t help sentiment, building on the notion that the Federal Reserve will keep doing aggressive rate hikes to fight inflation without concern it’s going to hurt the labor market.</p><p>The 10-year U.S. Treasury yield rebounded to trade at about 3.79%. A day prior, it posted its biggest one-day drop since 2020 after briefly topping 4%.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares fell 4.5% after Bank of America downgraded the tech stock to neutral from buy and slashed its price target, citing a weak consumer.</p><p>The moves followed a broad rally for stocks Wednesday, as the Bank of England said it would purchase bonds in an effort to help steady its financial markets and the cratering British pound. Sterling has stooped to record lows against the U.S. dollar in recent days.</p><p>It marked a stark shift from the aggressive tightening campaign many global central banks have undertaken to cope with surging inflation.</p><p>The Dow on Wednesday gained more than 500 points, or 1.9%, while the S&amp;P 500 rose nearly 2% after hitting a new bear market low on Tuesday. Both indexes snapped six-day losing streaks.</p><p>“We are skeptical that the calmer mood in markets on Wednesday marks an end to the recent period of elevated volatility or risk-off sentiment. For a more sustained rally, investors will need to see convincing evidence that inflation is coming under control, allowing central banks to become less hawkish,” UBS’ Mark Haefele wrote in a Thursday note.</p><p>Wednesday’s rally put the major averages on pace for a losing week and their worst month since June. The Nasdaq Composite is leading the monthly losses, down about 8.4%, while the Dow and S&amp;P are on pace to close 7% and 7.5% lower, respectively.</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>Dow Tumbles 500 Points and Erases Gains From Prior Day’s Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Tumbles 500 Points and Erases Gains From Prior Day’s Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-29 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks slumped Thursday, giving back some of the sharp gains seen in the previous session, as bond yields resumed their upward march.</p><p>The Dow Jones Industrial Average dropped 479.99 points, or 1.62%. The S&amp;P 500 and Nasdaq Composite declined 2.18% and 3.03%, respectively.</p><p><img src=\"https://static.tigerbbs.com/f435d3c49e11b611977e5c8d5307e0a9\" tg-width=\"953\" tg-height=\"185\" width=\"100%\" height=\"auto\"/></p><p>A stronger-than-expected jobless claims report didn’t help sentiment, building on the notion that the Federal Reserve will keep doing aggressive rate hikes to fight inflation without concern it’s going to hurt the labor market.</p><p>The 10-year U.S. Treasury yield rebounded to trade at about 3.79%. A day prior, it posted its biggest one-day drop since 2020 after briefly topping 4%.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares fell 4.5% after Bank of America downgraded the tech stock to neutral from buy and slashed its price target, citing a weak consumer.</p><p>The moves followed a broad rally for stocks Wednesday, as the Bank of England said it would purchase bonds in an effort to help steady its financial markets and the cratering British pound. Sterling has stooped to record lows against the U.S. dollar in recent days.</p><p>It marked a stark shift from the aggressive tightening campaign many global central banks have undertaken to cope with surging inflation.</p><p>The Dow on Wednesday gained more than 500 points, or 1.9%, while the S&amp;P 500 rose nearly 2% after hitting a new bear market low on Tuesday. Both indexes snapped six-day losing streaks.</p><p>“We are skeptical that the calmer mood in markets on Wednesday marks an end to the recent period of elevated volatility or risk-off sentiment. For a more sustained rally, investors will need to see convincing evidence that inflation is coming under control, allowing central banks to become less hawkish,” UBS’ Mark Haefele wrote in a Thursday note.</p><p>Wednesday’s rally put the major averages on pace for a losing week and their worst month since June. The Nasdaq Composite is leading the monthly losses, down about 8.4%, while the Dow and S&amp;P are on pace to close 7% and 7.5% lower, respectively.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126963246","content_text":"Stocks slumped Thursday, giving back some of the sharp gains seen in the previous session, as bond yields resumed their upward march.The Dow Jones Industrial Average dropped 479.99 points, or 1.62%. The S&P 500 and Nasdaq Composite declined 2.18% and 3.03%, respectively.A stronger-than-expected jobless claims report didn’t help sentiment, building on the notion that the Federal Reserve will keep doing aggressive rate hikes to fight inflation without concern it’s going to hurt the labor market.The 10-year U.S. Treasury yield rebounded to trade at about 3.79%. A day prior, it posted its biggest one-day drop since 2020 after briefly topping 4%.Apple shares fell 4.5% after Bank of America downgraded the tech stock to neutral from buy and slashed its price target, citing a weak consumer.The moves followed a broad rally for stocks Wednesday, as the Bank of England said it would purchase bonds in an effort to help steady its financial markets and the cratering British pound. Sterling has stooped to record lows against the U.S. dollar in recent days.It marked a stark shift from the aggressive tightening campaign many global central banks have undertaken to cope with surging inflation.The Dow on Wednesday gained more than 500 points, or 1.9%, while the S&P 500 rose nearly 2% after hitting a new bear market low on Tuesday. Both indexes snapped six-day losing streaks.“We are skeptical that the calmer mood in markets on Wednesday marks an end to the recent period of elevated volatility or risk-off sentiment. For a more sustained rally, investors will need to see convincing evidence that inflation is coming under control, allowing central banks to become less hawkish,” UBS’ Mark Haefele wrote in a Thursday note.Wednesday’s rally put the major averages on pace for a losing week and their worst month since June. The Nasdaq Composite is leading the monthly losses, down about 8.4%, while the Dow and S&P are on pace to close 7% and 7.5% lower, respectively.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895622756,"gmtCreate":1628741085475,"gmtModify":1676529838898,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/895622756","repostId":"1143445979","repostType":4,"repost":{"id":"1143445979","kind":"news","pubTimestamp":1628740791,"share":"https://ttm.financial/m/news/1143445979?lang=&edition=fundamental","pubTime":"2021-08-12 11:59","market":"us","language":"en","title":"US lawmakers introduce bill to rein in Apple, Google app stores","url":"https://stock-news.laohu8.com/highlight/detail?id=1143445979","media":"FOX Business","summary":"The bill would bar big app stores from requiring app providers to use their payment system.\nA bipart","content":"<p><i>The bill would bar big app stores from requiring app providers to use their payment system.</i></p>\n<p>A bipartisan trio of senators introduced a bill that would rein in app stores of companies they said exert too much market control, including&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> and <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc's Google.</p>\n<p>Democratic Senators Richard Blumenthal and Amy Klobuchar teamed up with Republican Senator Marsha Blackburn to sponsor the bill, which would bar big app stores from requiring app providers to use their payment system. It would also prohibit them from punishing apps that offer different prices or conditions through another app store or payment system.</p>\n<p>\"I found this predatory abuse of Apple and Google so deeply offensive on so many levels,\" Blumenthal said in an interview Wednesday. \"Their power has reached a point where they are impacting the whole economy in stifling and strangling innovation.\"</p>\n<table>\n <thead>\n  <tr>\n   <th>Ticker</th>\n   <th>Security</th>\n   <th>Last</th>\n   <th>Change</th>\n   <th>Change %</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>GOOGL</td>\n   <td>ALPHABET, INC.</td>\n   <td>2,725.58</td>\n   <td>-10.56</td>\n   <td>-0.39%</td>\n  </tr>\n  <tr>\n   <td>AAPL</td>\n   <td>APPLE, INC.</td>\n   <td>145.86</td>\n   <td>+0.26</td>\n   <td>+0.18%</td>\n  </tr>\n  <tr></tr>\n </tbody>\n</table>\n<p>Blumenthal said he expected companion legislation in the House of Representatives \"very soon.\"</p>\n<p>The stakes are high for Apple, whose App Store anchors its $53.8 billion services business as the smartphone market has matured.</p>\n<p>Apple said its app store was \"an unprecedented engine of economic growth and innovation, one that now supports more than 2.1 million jobs across all 50 states.\"</p>\n<p>Google declined to comment, but a spokeswoman cited previous company statements that Android devices often come preloaded with two or more app stores and that app sellers can allow downloads without using Google's Play Store.</p>\n<p>The bill won praise from Spotify, Epic and Tile. Tile, which makes tags to find lost objects, complained earlier this year about Apple launching a rival product.</p>\n<p>A similar law revision has been introduced in South Korea. Google said last year it would enforce certain in-app payment methods there and receive 30% commission fees from non-game digital content.</p>\n<p>Apple's control over apps on its Store, and 15% to 30% commissions on digital sales have come under regulatory scrutiny. A federal judge is reviewing testimony to rule on an antitrust lawsuit by \"Fortnite\" creator Epic Games.</p>\n<p>Epic also sued Google for its app store practices, as have a big group of state attorneys general alleging that it unlawfully worked to maintain a monopoly for its app store for Android phones.</p>","source":"lsy1602566126337","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>US lawmakers introduce bill to rein in Apple, Google app stores</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\">\nUS lawmakers introduce bill to rein in Apple, Google app stores\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-12 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/technology/us-lawmakers-introduce-bill-to-rein-in-apple-google-app-stores><strong>FOX Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The bill would bar big app stores from requiring app providers to use their payment system.\nA bipartisan trio of senators introduced a bill that would rein in app stores of companies they said exert ...</p>\n\n<a href=\"https://www.foxbusiness.com/technology/us-lawmakers-introduce-bill-to-rein-in-apple-google-app-stores\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","AAPL":"苹果"},"source_url":"https://www.foxbusiness.com/technology/us-lawmakers-introduce-bill-to-rein-in-apple-google-app-stores","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143445979","content_text":"The bill would bar big app stores from requiring app providers to use their payment system.\nA bipartisan trio of senators introduced a bill that would rein in app stores of companies they said exert too much market control, including Apple and Alphabet Inc's Google.\nDemocratic Senators Richard Blumenthal and Amy Klobuchar teamed up with Republican Senator Marsha Blackburn to sponsor the bill, which would bar big app stores from requiring app providers to use their payment system. It would also prohibit them from punishing apps that offer different prices or conditions through another app store or payment system.\n\"I found this predatory abuse of Apple and Google so deeply offensive on so many levels,\" Blumenthal said in an interview Wednesday. \"Their power has reached a point where they are impacting the whole economy in stifling and strangling innovation.\"\n\n\n\nTicker\nSecurity\nLast\nChange\nChange %\n\n\n\n\nGOOGL\nALPHABET, INC.\n2,725.58\n-10.56\n-0.39%\n\n\nAAPL\nAPPLE, INC.\n145.86\n+0.26\n+0.18%\n\n\n\n\nBlumenthal said he expected companion legislation in the House of Representatives \"very soon.\"\nThe stakes are high for Apple, whose App Store anchors its $53.8 billion services business as the smartphone market has matured.\nApple said its app store was \"an unprecedented engine of economic growth and innovation, one that now supports more than 2.1 million jobs across all 50 states.\"\nGoogle declined to comment, but a spokeswoman cited previous company statements that Android devices often come preloaded with two or more app stores and that app sellers can allow downloads without using Google's Play Store.\nThe bill won praise from Spotify, Epic and Tile. Tile, which makes tags to find lost objects, complained earlier this year about Apple launching a rival product.\nA similar law revision has been introduced in South Korea. Google said last year it would enforce certain in-app payment methods there and receive 30% commission fees from non-game digital content.\nApple's control over apps on its Store, and 15% to 30% commissions on digital sales have come under regulatory scrutiny. A federal judge is reviewing testimony to rule on an antitrust lawsuit by \"Fortnite\" creator Epic Games.\nEpic also sued Google for its app store practices, as have a big group of state attorneys general alleging that it unlawfully worked to maintain a monopoly for its app store for Android phones.","news_type":1,"symbols_score_info":{"AAPL":0.9,"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984653423,"gmtCreate":1667621248762,"gmtModify":1676537946073,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984653423","repostId":"2281633463","repostType":4,"isVote":1,"tweetType":1,"viewCount":3434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930767228,"gmtCreate":1662006428567,"gmtModify":1676536624129,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Ohhhh","listText":"Ohhhh","text":"Ohhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9930767228","repostId":"2264232068","repostType":4,"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997550643,"gmtCreate":1661824765884,"gmtModify":1676536586314,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997550643","repostId":"2263109101","repostType":4,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813406670,"gmtCreate":1630223389290,"gmtModify":1676530246899,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/813406670","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://ttm.financial/m/news/1129129956?lang=&edition=fundamental","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Unloved Tech Stock Could Make You Rich One Day</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\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819348883,"gmtCreate":1630038096042,"gmtModify":1676530207624,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/819348883","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801449749,"gmtCreate":1627530500481,"gmtModify":1703491797424,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/801449749","repostId":"1127264445","repostType":4,"repost":{"id":"1127264445","kind":"news","pubTimestamp":1627514621,"share":"https://ttm.financial/m/news/1127264445?lang=&edition=fundamental","pubTime":"2021-07-29 07:23","market":"us","language":"en","title":"S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1127264445","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after th","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> said the central bank was still a ways away from considering raising interest rates.</p>\n<p>Keeping the market in check, shares of tech giant <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc fell 1.2% after it forecast slowing revenue growth.</p>\n<p>In a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.</p>\n<p>“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz &amp; Associates Inc, an investment advisory firm based in Toledo, Ohio.</p>\n<p>Right after the Fed statement, the S&amp;P 500 index reversed slight declines though it still ended a hair lower on the day.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.</p>\n<p>The central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.</p>\n<p>The <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> ended higher and shares of Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.</p>\n<p>The Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&amp;P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.</p>\n<p>The Fed’s statement came at the conclusion of its latest two-day policy meeting.</p>\n<p>“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in <a href=\"https://laohu8.com/S/WEBK\">Wellesley</a>, Massachusetts.</p>\n<p>In other earnings news, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.</p>\n<p>Volume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes</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\">\nS&P 500 ends off day's lows; Powell says Fed still a ways away from rate hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 07:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","SPXU":"三倍做空标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares",".DJI":"道琼斯","SH":"做空标普500-Proshares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares",".SPX":"S&P 500 Index","OEX":"标普100","UPRO":"三倍做多标普500ETF-ProShares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-off-days-lows-powell-says-fed-still-a-ways-away-from-rate-hikes-idUSL1N2P435H","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127264445","content_text":"NEW YORK (Reuters) - The S&P 500 ended little changed on Wednesday but off its session lows after the Federal Reserve said the U.S. economic recovery remains on track and Chair Jerome Powell said the central bank was still a ways away from considering raising interest rates.\nKeeping the market in check, shares of tech giant Apple Inc fell 1.2% after it forecast slowing revenue growth.\nIn a news conference following the release of a new policy statement from the Fed, Powell also said the U.S. job market still had “some ground to cover” before it would be time to pull back from the economic support the U.S. central bank put in place in the spring of 2020 to battle the coronavirus pandemic’s economic shocks.\n“It looks like probably the most positive thing for the market was that they are nowhere near increasing interest rates,” said Alan Lancz, president, Alan B. Lancz & Associates Inc, an investment advisory firm based in Toledo, Ohio.\nRight after the Fed statement, the S&P 500 index reversed slight declines though it still ended a hair lower on the day.\nInvestors have been worried about how rising inflation and a spike in COVID-19 cases might impact the central bank’s plan to potentially start withdrawing its stimulus.\nThe central bank also said that higher inflation remained the result of “transitory factors.” The Fed kept its overnight benchmark interest rate near zero and left unchanged its bond-buying program.\nThe Nasdaq ended higher and shares of Google parent Alphabet Inc hit an all-time high as a surge in advertising spending helped it post record quarterly results. The stock ended up 3.2%.\nThe Dow Jones Industrial Average fell 127.59 points, or 0.36%, to 34,930.93, the S&P 500 lost 0.82 point, or 0.02%, to 4,400.64 and the Nasdaq Composite added 102.01 points, or 0.7%, to 14,762.58.\nThe Fed’s statement came at the conclusion of its latest two-day policy meeting.\n“They had a chance to signal they were going to become more hawkish and they chose not to take it. The most important thing is they are predictable and they are remaining predictable,” said Ellen Hazen, portfolio manager at F.L. Putnam Investment Management in Wellesley, Massachusetts.\nIn other earnings news, Microsoft Corp ended down 0.1% even as a boom in cloud services helped it beat Wall Street expectations for revenue and earnings.\nVolume on U.S. exchanges was 9.86 billion shares, compared with a similar average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.85-to-1 ratio; on Nasdaq, a 2.61-to-1 ratio favored advancers.\nThe S&P 500 posted 42 new 52-week highs and no new lows; the Nasdaq Composite recorded 44 new highs and 67 new lows.","news_type":1,"symbols_score_info":{"161125":0.9,".IXIC":0.9,"SPXU":0.9,"SSO":0.9,"UPRO":0.9,".SPX":0.9,"SDS":0.9,"IVV":0.9,".DJI":0.9,"OEX":0.9,"SH":0.9,"OEF":0.9,"ESmain":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174851317,"gmtCreate":1627092051439,"gmtModify":1703484069920,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/174851317","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173233073,"gmtCreate":1626661198592,"gmtModify":1703762886856,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/173233073","repostId":"1111084715","repostType":4,"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179456924,"gmtCreate":1626573536068,"gmtModify":1703761847408,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/179456924","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986807658,"gmtCreate":1666919257775,"gmtModify":1676537830486,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986807658","repostId":"1100216928","repostType":4,"repost":{"id":"1100216928","kind":"news","pubTimestamp":1666929303,"share":"https://ttm.financial/m/news/1100216928?lang=&edition=fundamental","pubTime":"2022-10-28 11:55","market":"us","language":"en","title":"Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services","url":"https://stock-news.laohu8.com/highlight/detail?id=1100216928","media":"Seeking Alpha","summary":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what&#39;s to come amid mounting macro uncertainties.</li><li>The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.</li><li>Yet, the company&#39;s earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.</li><li>While Apple stock&#39;s outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.</li></ul><p>Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business&#39;s strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.</p><p>Apple&#39;s September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family&#39;s base model equivalents.</p><p>We believe Apple&#39;s resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple&#39;s prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.</p><p>Meanwhile, management&#39;s allusion to &#34;strength of [Apple&#39;s] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high&#34; kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors&#39; concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.</p><p>But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple&#39;s sprawling influence over the consumer end-market. This is further corroborated by Apple&#39;s earnings beat, underscoring the strength of Services&#39; margins despite the tough consumer backdrop during the September quarter.</p><p>While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year&#39;s selloff, which raises concerns that it may become more &#34;vulnerable&#34; to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business&#39; robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple&#39;s valuation over the longer term, which reinforces the stock&#39;s$3 trillion thesis. Paired with Apple&#39;s upbeat F4Q22 results and management&#39;s positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.</p><p><b>Profitable Growth is Key - And Services is Here For It</b></p><p>Apple&#39;s Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple&#39;s Services segment is becoming increasingly core to the company&#39;s long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.</p><p>This is also music to investors&#39; ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.</p><blockquote>In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (&#34;CAGR&#34;) of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple&#39;s services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.</blockquote><blockquote>Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple&#39;s sustained long-term growth and profitability trajectory.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p>We see Services&#39; critical role in safeguarding Apple&#39;s bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company&#39;s recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment&#39;s momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.</p><p><b>Apple TV+</b></p><p>Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a &#34;cheaper&#34; alternative.</p><p>We also believe Apple has the right value proposition for jacking up Apple TV+&#39;s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was &#34;introduced at a very low price because it started with just a few shows and movies.&#34; But now, it has grown into an extensive library of &#34;award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,&#34; which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.</p><p>Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as &#34;Friday Night Baseball&#34; - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+&#39;s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max&#39;s ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+&#39;s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.</p><p><b>Apple Music</b></p><p>The monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify&#39;s (SPOT) equivalent which is currently priced at $9.99 per month still.</p><p>The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service&#39;s already laggard market share(~15%) compared to Spotify&#39;s (&gt;30%), we believe it will give Apple a leg up from a business and valuation perspective.</p><p>Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment&#39;s bottom line but also without the risks of material churn despite consumer weakness.</p><p><b>Apple One Bundle</b></p><p>The Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.</p><p>The Apple One bundle has been a key contributor to overall growth observed in Apple&#39;s service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.</p><p>The pricing advantage in Apple&#39;s Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment&#39;s profit margins - an increasingly prominent driver of Apple&#39;s free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.</p><p><b>Near-Term Investment Risks to Consider</b></p><p><b>China Risks:</b> This has accordingly introduced demand risks to one of Apple&#39;s most core operating regions - China currently accounts of about a fifth of the company&#39;s consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.</p><p>In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.</p><p>Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple&#39;s importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple&#39;s power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant&#39;s &#34;size and importance to suppliers&#34; was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.</p><p><b>Macro Risks:</b> FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company&#39;s massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple&#39;s upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.</p><p>In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.</p><p>Yet, momentum in Services paired with Apple&#39;s pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple&#39;s rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.</p><p><b>Lengthening Product Cycle Risks:</b> Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment&#39;s growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple&#39;s transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company&#39;s potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.</p><blockquote>Nonetheless, hardware sales are expected to imminently grow slower than Apple&#39;s services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple&#39;s iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.</blockquote><blockquote>Source: &#34;Apple Services Is On A Critical Mission&#34;</blockquote><p><b>Final Thoughts</b></p><p>Market sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for &#34;nearly a fifth&#34; of the S&amp;P 500&#39;s value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).</p><p>While Apple&#39;s valuation remains lofty at &#34;23x forward earnings, above both its long-term average and the market overall,&#34; which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company&#39;s fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services</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\">\nIs Apple A Buy After FQ4 2022 Earnings? Keep Your Eyes On Services\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 11:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4550088-is-apple-a-buy-after-f4q22-earnings-keep-your-eyes-on-services","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100216928","content_text":"SummaryApple has been a closely watched stock this earnings season as investors look to the consumer bellwether for hints of what's to come amid mounting macro uncertainties.The company posted upbeat third quarter results, mixed with tempered growth in core iPhone and Services sales.Yet, the company's earnings beat and sustained 70%+ margins in Services despite lighter-than-expected growth continue to underscore the critical role of the segment for Apple.While Apple stock's outperformance this year compared to the broader market and peers potentially increases its vulnerability to further volatility, its robust fundamentals continue to support the $3 trillion thesis.Apple Inc. (NASDAQ:AAPL) has long been watched as the bellwether for consumer strength amid rising recession risks in recent months, and its latest resilience demonstrated in the September quarter with a double beat, paired with positive commentary on the business's strengths, sets a positive tone for fiscal 2023 despite looming macro uncertainties.Apple's September-quarter results suggest that affluent spend on premium products remains resilient, despite risks of overall consumer confidence deterioration in the near term with buckling budgets amid rising interest rates and inflation. This is further corroborated by stronger iPhone 14 Pro model sales compared with relatively lackluster take-rates on the new smartphone family's base model equivalents.We believe Apple's resilience demonstrated in the September quarter is also a result of prudent business management imposed at the decision-making level. This includes pulling forward the iPhone 14 launch to improve fiscal 2022 performance while allowing Apple to take advantage of earlier-than-expected holiday-season shopping trends this year as consumers spread out spending habits as budgets tighten amid an inflationary environment. Time and again, the value of Apple's prudent management at the decision-making level has shone through, playing a critical role in mitigating some of the impact from worsening consumer weakness observed in recent months that could have led to softer fundamentals.Meanwhile, management's allusion to \"strength of [Apple's] ecosystem, unmatched customer loyalty, and [an] active installed base of devices [reaching] a new all-time high\" kicks off fiscal 2023 with a strong positive note, underscoring the value of its pervasive ecosystem of high-demand hardware and complementary services that have become increasingly entwined with many aspects of daily personal settings, big and small. It is also consistent with rising investors' concerns about the impact of China - a critical market for Apple that showed signs of cracking after the company unleashed a rare round of discounts to attract demand over the summer.But sustained growth in the higher-margin Services segment continues to demonstrate the value of Apple's sprawling influence over the consumer end-market. This is further corroborated by Apple's earnings beat, underscoring the strength of Services' margins despite the tough consumer backdrop during the September quarter.While the stock has not lost as much of its value compared to its tech peers and the broader market amid this year's selloff, which raises concerns that it may become more \"vulnerable\" to further multiple contraction in the near-term given increasingly fragile market sentiment, we believe it will continue to fare better than most given the underlying business' robust fundamentals. Specifically, the robust momentum in Services maintained throughout the rising competition and deteriorating consumer sentiment in the third quarter continues to support its potential in ultimately accounting for half of Apple's valuation over the longer term, which reinforces the stock's$3 trillion thesis. Paired with Apple's upbeat F4Q22 results and management's positive tone on the forward prospects despite looming macro challenges, any near-term market volatility would likely continue to create compelling entry points for capitalizing on longer-term upsides.Profitable Growth is Key - And Services is Here For ItApple's Services segment demonstrated slower-than-expected but sustained growth in the September quarter, with sales increasing 5% y/y (inclusive of FX headwinds) and margins maintaining in the 70%-range despite inflationary pressures and consumer weakness. As discussed in our previous coverage on the stock, Apple's Services segment is becoming increasingly core to the company's long-term growth and profitability trajectory, especially with improved technological advancements in recent years and overall consumer weakness in the near-term lengthening upgrade cycles on devices.This is also music to investors' ears, as preference migrates from growth to profitability amid a souring macroeconomic outlook.In 2017, Apple - under the leadership of Tim Cook - vowed todoubleits services revenue by 2020. Since then, the segment has delivered with a multi-year compounded annual growth rate (\"CAGR\") of more than 20%, boasting close to $68.5 billion in annual revenues during fiscal 2021, and approaching $80 billion in the current fiscal year ending this week. Earlier this year, Wall Street predicted that Apple's services segment amounts to a$1.5 trillionvalue on its own, similar to our own predictions which will be discussed in further detail below.Although services sales growth has decelerated from its heights last year due to the moderation in demand from pulled-forward subscriptions during the pandemic era alongside broad-based macro weakness, the segment continues to boast robust double-digit expansion, reinforcing the bullish thesis surrounding Apple's sustained long-term growth and profitability trajectory.Source: \"Apple Services Is On A Critical Mission\"We see Services' critical role in safeguarding Apple's bottom line continuing into the upcoming holiday season, despite light growth and a slight miss as expected during the fiscal fourth quarter. We see our previously discussed base case where Services will continue to lead growth alongside hardware sales as a highly likely scenario as Apple navigates through macro challenges in the near term. And the company's recent decision to raise prices on some of its core Services offerings - including Apple TV+, Apple Music and the Apple One bundle - will likely give the segment's momentum another leg up heading into fiscal 2023, as opposed to weighing further on weakening consumer sentiment since Apple has a strong value proposition to do so.Apple TV+Apple raised the monthly Apple TV+ subscription rate from $4.99 to $6.99, and annual subscription rate from $49 to $69, which went into effect earlier this week. While the price hike for Apple TV+ is not small - a whopping 40%+ - it remains competitive relative to rival streaming platforms spanning Netflix(NFLX), Disney+(DIS), and HBO Max(WBD), to name a few, including their respective ad-supported tiers that are / will be marketed as a \"cheaper\" alternative.We also believe Apple has the right value proposition for jacking up Apple TV+'s pricing, which will effectively help reduce potential churn in the aftermath. Specifically, Apple TV+ was \"introduced at a very low price because it started with just a few shows and movies.\" But now, it has grown into an extensive library of \"award-winning and broadly acclaimed series, feature films, documentaries, and kids and family entertainment,\" which is further corroborated by its rapidly rising global market share of more than 6%, putting rival platforms on notice.Yet, at the new price tag of $6.99 per month, Apple TV+ - which is currently ad-free and offers unlimited access to its entire catalogue of scripted and non-scripted content, alongside live sporting events such as \"Friday Night Baseball\" - the streaming platform still beats equivalents in the pricing segment. This includes Netflix and Disney+'s upcoming ad-supported tier priced at $6.99 and $7.99 per month, respectively, and HBO Max's ad-supported tier priced at $10 per month, with some not even offering access to live sporting events, which is a key demand driver in streaming that Apple TV+ is benefiting from. This continues to underscore Apple TV+'s pricing advantage amid weakening consumer sentiment, with its latest price hike still more competitive than similarly-priced offerings by peers, while contributing meaningfully to the Services segment profit margins over the longer term.Apple MusicThe monthly subscription rate for Apple Music will increase from $9.99 to $10.99 for individuals, and the annual subscription rate from $99 to $109. This would effectively make the service more expensive than key rival Spotify's (SPOT) equivalent which is currently priced at $9.99 per month still.The price hike was implemented to compensate for increasing content licensing costs for creators. Although the price increase for Apple Music subscriptions may seem like it will be another blow to the service's already laggard market share(~15%) compared to Spotify's (>30%), we believe it will give Apple a leg up from a business and valuation perspective.Specifically, Spotify currently reels from narrowing profit margins due to the same cost increases identified by Apple, underscoring that similar price hikes will likely be coming soon anyway. As such, we view the increase to Apple Music prices as a strategic move that will not only contribute positively to the Services segment's bottom line but also without the risks of material churn despite consumer weakness.Apple One BundleThe Apple One bundle - which allows up to six service subscriptions at a discounted price - has also implemented price increases across all of its variants offered. The standard bundle (individual subscription for Apple Music, TV+, Arcade, and iCloud+ with 50GB storage) will have its monthly subscription rate increase from $14.95 to $16.95; family bundle (five-people subscription for Apple Music, TV+, Arcade, and iCloud+ with total 200GB storage) from $19.95 to $22.95; and Premier bundle (same as family bundle, plus News+ and Fitness+) from $29.95 to $32.95.The Apple One bundle has been a key contributor to overall growth observed in Apple's service subscription volumes and overall traction since its introduction in fiscal 2021, attracting new users to pay for subscription services that they otherwise would not have subscribed to without the bundle discount. The bundle discount - even after the recent price increase - adds another positive touch to the service-specific value propositions for subscribers as discussed in the earlier section, which we view as a critical factor to mitigating risks of churn, while further bolstering Services growth.The pricing advantage in Apple's Services segment is expected to contribute positively towards its longer-term valuation of about $1.5 trillion alone. Not only would it further improve the segment's profit margins - an increasingly prominent driver of Apple's free cash flows - but also help bolster the funding needed to support further expansion into additional services and upgrades that will aid penetration into a broader subscriber base over the longer term.Near-Term Investment Risks to ConsiderChina Risks: This has accordingly introduced demand risks to one of Apple's most core operating regions - China currently accounts of about a fifth of the company's consolidated sales and a quarter of the consolidated income. Concerns of said demand risks are further corroborated by the rare sighting of a direct pricing discount on certain devices introduced over the summer in China. Even during seasonality promotions - like back-to-school, Black Friday, and/or holiday-season sales - Apple has hardly ever offered direct pricing discounts, opting for gift card rebates on bundle purchases and/or gift-with-purchases instead.In addition to demand risks, Apple also faces supply risks and geopolitical risks in the region.Yet, we believe Apple has a few levers to pull still that can compensate for the said risks. On the supply front, Apple's importance to suppliers worldwide gives it leverage needed to compensate for supply-risk-driven cost efficiencies. This is consistent with Apple's power in price negotiations with key suppliers like Taiwan Semiconductor (TSM), as well as previous observations that the tech giant's \"size and importance to suppliers\" was able to help it secure key components better than peers during the peak of supply shortages. Meanwhile, on the demand front, increasing momentum in Services as discussed in the foregoing analysis is expected to partially shield Apple from hardware demand risks in China within the foreseeable future, especially with robust market share gains observed across core operating regions like the U.S. and Europe.Macro Risks: FX and consumer slowdown are the biggest macro risks facing Apple today. FX risks are inevitable given the company's massive overseas operations amid a surging dollar environment as the Fed remains fixed on an aggressive rate hike trajectory to counter runaway inflation. And on the consumer slowdown front, Apple's upbeat showing for the September quarter also supports continued resilience relative to peers spanning PC/smartphone makers and service providers that have been losing market share.In our view, we believe Mac and iPad sales are most susceptible to the near-term consumer slowdown, despite better-than-expected performance in the fiscal fourth quarter. First, the segments have already benefited from pulled-forward demand in the pandemic era, meaning forward momentum will likely remain moderate, especially with the looming economic downturn. Second, lost sales driven by supply chain constraints (most prominent in iPad segment) will likely see some of it becoming permanent instead of delayed due to consumers dialing back on discretionary spending amid deteriorating economic conditions. Lastly, previous expectations for stronger commercial IT spending that have benefited enterprise demand for Apple devices will likely moderate as well as budgets pullback to brace for near-term macroeconomic uncertainties. Worsening market trends are also contributing to anticipated challenges on Mac and iPad demand within the foreseeable future - the latest tally of global PC shipments in the calendar third quarter showed an accelerated decline this year, falling 6.8% y/y in 1Q22, 15% y/y in 2Q22, and 20% y/y in 3Q22, with 4Q22 numbers expected to worsen as consumers shun big-ticket items due to weakening spending power.Yet, momentum in Services paired with Apple's pricing advantage as discussed in the foregoing analysis remains a key business strength that is expected to partially cushion some of the near-term impact on the macro-driven slowdown in product demand. Product upgrades, such as the latest introduction of a new Mac and iPad line-up retrofitted with next-generation Apple silicon, will likely help salvage product demand as well. This is further corroborated by Apple's rapid climb to the top, dethroning legacy PC makers like Lenovo (OTCPK:LNVGY), HP (HPE), and Dell (DELL) to become theindustry leader in the first half of the year.Lengthening Product Cycle Risks: Improving technology at Apple is also lengthening the upgrade cycle on its line-up of devices, which will potentially stagger the Products segment's growth outlook over the longer term. But Apple still has many levers to pull from a pricing and technology point-of-view to counter risks of growth slowdown due to lengthening product cycles in our opinion. For instance, Apple's transition to in-house designed silicon is a key advantage that will help attract demand stemming from both upgrades and switches and partially offset the growth slowdown in Products given their lengthened lifecycles. The company's potential introduction of a device subscription service would also drive improved economics for its Products segment over the longer term.Nonetheless, hardware sales are expected to imminently grow slower than Apple's services sales, given product revenue cycles are comparatively lengthier. For services, recurring revenues stemming from subscriptions come on a monthly or annual basis. But for products like iPhones and Macs, their lifecycles have grown from two years in the past to now aboutthreetofouryears and more than five years, respectively, thanks to continuous technological improvements. To put into perspective, the standard iPhone 14 starts at $799, which translates to about $266 in revenue per share if broken down based on a three-year lifespan. Comparatively, an annual subscription for the Apple One Bundle starts at [$203.40 per year (or $16.95 per month)], which is not too far off from the average annual revenue per iPhone, while boasting significantly more profitable margins. And while Apple's iPhone sales may be benefiting from broader industry tailwinds stemming from 5G transition, its large installed base is bound slow in growth based on the law of large numbers, signalling the double-digit multi-year CAGRs it once enjoyed are no more. It is no wonder that the company has been reportedly working on the launch of aproduct subscription modelto safeguard better economics over the longer term.Source: \"Apple Services Is On A Critical Mission\"Final ThoughtsMarket sentiment is becoming increasingly fragile, with many investors looking to the performance of large and mega caps - especially Apple - for hints on what forward consumer sentiment might look like and what they mean for the broader tech sector and the economy overall ahead of rising recession risks. This is especially true given Apple, along with its mega-cap peers spanning Alphabet(GOOG/GOOGL), Microsoft(MSFT), and Amazon (AMZN), account for \"nearly a fifth\" of the S&P 500's value today, or more than 30%of the tech-heavy Nasdaq 100 (Apple alone is the largest influence, accounting for 15% of the weight of the Nasdaq 100).While Apple's valuation remains lofty at \"23x forward earnings, above both its long-term average and the market overall,\" which potentially exposes it to further volatility as market sentiment remains fragile over coming months in anticipation of a cascading economy, we believe its strong F4Q22 performance and positive tone heading into fiscal 2023 reinforces the company's fundamental strength. This means any market-driven volatility in the Apple stock over the near term will continue to create a compelling risk-reward opportunity.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990544084,"gmtCreate":1660377564550,"gmtModify":1676533462116,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990544084","repostId":"1129150866","repostType":4,"repost":{"id":"1129150866","kind":"news","pubTimestamp":1660352614,"share":"https://ttm.financial/m/news/1129150866?lang=&edition=fundamental","pubTime":"2022-08-13 09:03","market":"us","language":"en","title":"Why Stock Market Bulls Are Cheering the S&P 500’s Close above 4,231","url":"https://stock-news.laohu8.com/highlight/detail?id=1129150866","media":"MarketWatch","summary":"Many technical analysts pay attention to what’s known as the Fibonacci ratio, attributed to a 13th century Italian mathematician known as Leonardo “Fibonacci” of Pisa. It’s based on a sequence of whole numbers in which the sum of two adjacent numbers equals the next highest number (0,1,1,2,3,5,8,13, 21…","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e150d7de731c2e2e0ebee4395029900d\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The S&amp;P 500 index on Friday finished above a chart level that delivered a dose of encouragement to stock-market bulls arguing that the U.S. bear-market bottom is in, though technical analysts warned that it might not be a signal to go all in on equities.</p><p>The S&amp;P 500 on Friday rose 1.7% to close at 4,280.15. The finish above 4,231 would mean the large-cap benchmark has recovered — or retraced — more than 50% of its fall from a Jan. 3 record finish at 4796.56.</p><p>“Since 1950 there has never been a bear market rally that exceeded the 50% retracement and then gone on to make new cycle lows,” said Jonathan Krinsky, chief market technician at BTIG, in a note earlier this month.</p><p>Stocks rose across the board Friday, with the S&amp;P 500 booking a fourth straight weekly gain. The Dow Jones Industrial Average advanced more than 420 points, or 1.3%, on Friday and the Nasdaq Composite rose 2.1%. The S&amp;P 500 attempted to complete the retracement in Thursday’s session, when it traded as high as 4,257.91, but gave up gains to end at 4,207.27.</p><p>Krinsky, in a Thursday update, had noted that an intraday breach of the level doesn’t cut it, but had cautioned that a close above 4,231 would still leave him cautious about the near-term outlook.</p><p>“Because the retracement is based on a closing basis, we would want to see a close above 4,231 to trigger that signal. Whether or not that happens, however, the tactical risk/reward looks poor to us here,” he wrote.</p><p>What’s so special about a 50% retracement? Many technical analysts pay attention to what’s known as the Fibonacci ratio, attributed to a 13th century Italian mathematician known as Leonardo “Fibonacci” of Pisa. It’s based on a sequence of whole numbers in which the sum of two adjacent numbers equals the next highest number (0,1,1,2,3,5,8,13, 21…).</p><p>If a number in the sequence is divided by the next number, for example 8 divided by 13, the result is near 0.618, a ratio that’s been dubbed the Golden Mean due to its prevalence in nature in everything from seashells to ocean waves to proportions of the human body. Back on Wall Street, technical analysts see key retracement targets for a rally from a significant low to a significant peak at 38.2%, 50% and 61.8%, while retracements of 23.6% and 76.4% are seen as secondary targets.</p><p>The push above the 50% retracement level during Thursday’s recession may have contributed to a round of selling itself, said Jeff deGraaf, founder of Renaissance Macro Research, in a Friday note.</p><p>He observed that the retracement corresponded to a 65-day high for the S&amp;P 500, offering another indication of an improving trend in a bear market as it represents the highest level of the last rolling quarter. A 65-day high is often seen as a default signal for commodity trading advisers, not just in the S&amp;P 500 but in commodity, bond and forex markets as well.</p><p>“That level coincidentally corresponded with the 50% retracement level of the bear market,” he wrote. “In essence, it forced the hand of one group to cover shorts (CTAs) while simultaneously giving another group (Fibonacci followers) an excuse to sell” on Thursday.</p><p>Krinsky, meanwhile, cautioned that previous 50% retracements in 1974, 2004, and 2009 all saw decent shakeouts shortly after clearing that threshold.</p><p>“Further, as the market has cheered ‘peak inflation’, we are now seeing a quiet resurgence in many commodities, and bonds continue to weaken,” he wrote Thursday.</p></body></html>","source":"lsy1603348471595","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>Why Stock Market Bulls Are Cheering the S&P 500’s Close above 4,231</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\">\nWhy Stock Market Bulls Are Cheering the S&P 500’s Close above 4,231\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-13 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-stock-market-bulls-are-obsessed-with-the-4-231-level-for-the-s-p-500-11660309355?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 index on Friday finished above a chart level that delivered a dose of encouragement to stock-market bulls arguing that the U.S. bear-market bottom is in, though technical analysts warned ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-stock-market-bulls-are-obsessed-with-the-4-231-level-for-the-s-p-500-11660309355?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-stock-market-bulls-are-obsessed-with-the-4-231-level-for-the-s-p-500-11660309355?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129150866","content_text":"The S&P 500 index on Friday finished above a chart level that delivered a dose of encouragement to stock-market bulls arguing that the U.S. bear-market bottom is in, though technical analysts warned that it might not be a signal to go all in on equities.The S&P 500 on Friday rose 1.7% to close at 4,280.15. The finish above 4,231 would mean the large-cap benchmark has recovered — or retraced — more than 50% of its fall from a Jan. 3 record finish at 4796.56.“Since 1950 there has never been a bear market rally that exceeded the 50% retracement and then gone on to make new cycle lows,” said Jonathan Krinsky, chief market technician at BTIG, in a note earlier this month.Stocks rose across the board Friday, with the S&P 500 booking a fourth straight weekly gain. The Dow Jones Industrial Average advanced more than 420 points, or 1.3%, on Friday and the Nasdaq Composite rose 2.1%. The S&P 500 attempted to complete the retracement in Thursday’s session, when it traded as high as 4,257.91, but gave up gains to end at 4,207.27.Krinsky, in a Thursday update, had noted that an intraday breach of the level doesn’t cut it, but had cautioned that a close above 4,231 would still leave him cautious about the near-term outlook.“Because the retracement is based on a closing basis, we would want to see a close above 4,231 to trigger that signal. Whether or not that happens, however, the tactical risk/reward looks poor to us here,” he wrote.What’s so special about a 50% retracement? Many technical analysts pay attention to what’s known as the Fibonacci ratio, attributed to a 13th century Italian mathematician known as Leonardo “Fibonacci” of Pisa. It’s based on a sequence of whole numbers in which the sum of two adjacent numbers equals the next highest number (0,1,1,2,3,5,8,13, 21…).If a number in the sequence is divided by the next number, for example 8 divided by 13, the result is near 0.618, a ratio that’s been dubbed the Golden Mean due to its prevalence in nature in everything from seashells to ocean waves to proportions of the human body. Back on Wall Street, technical analysts see key retracement targets for a rally from a significant low to a significant peak at 38.2%, 50% and 61.8%, while retracements of 23.6% and 76.4% are seen as secondary targets.The push above the 50% retracement level during Thursday’s recession may have contributed to a round of selling itself, said Jeff deGraaf, founder of Renaissance Macro Research, in a Friday note.He observed that the retracement corresponded to a 65-day high for the S&P 500, offering another indication of an improving trend in a bear market as it represents the highest level of the last rolling quarter. A 65-day high is often seen as a default signal for commodity trading advisers, not just in the S&P 500 but in commodity, bond and forex markets as well.“That level coincidentally corresponded with the 50% retracement level of the bear market,” he wrote. “In essence, it forced the hand of one group to cover shorts (CTAs) while simultaneously giving another group (Fibonacci followers) an excuse to sell” on Thursday.Krinsky, meanwhile, cautioned that previous 50% retracements in 1974, 2004, and 2009 all saw decent shakeouts shortly after clearing that threshold.“Further, as the market has cheered ‘peak inflation’, we are now seeing a quiet resurgence in many commodities, and bonds continue to weaken,” he wrote Thursday.","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907287484,"gmtCreate":1660198391150,"gmtModify":1703479024138,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907287484","repostId":"1154022243","repostType":4,"repost":{"id":"1154022243","kind":"news","pubTimestamp":1660187105,"share":"https://ttm.financial/m/news/1154022243?lang=&edition=fundamental","pubTime":"2022-08-11 11:05","market":"us","language":"en","title":"The Nasdaq’s New Bull Market Could Be a Head Fake","url":"https://stock-news.laohu8.com/highlight/detail?id=1154022243","media":"Barrons","summary":"After lagging behind the other major indexes for much of the first half of the year, the tech-heavy ","content":"<html><head></head><body><p>After lagging behind the other major indexes for much of the first half of the year, the tech-heavy Nasdaq Composite has staged a robust comeback over the past weeks, officially entering a new bull market on Wednesday.</p><p>The Nasdaq had tumbled into a bear market in March, defined as a 20% drop from a recent high, and reached a recent low on June 16. After a 2.9% jump on Wednesday spurred by news that the annual rate of inflation declined more than expected in July, the index closed at 12,854.80.That leaves it 20.7% above its mid-June low.</p><p>The Dow Jones Market Data team defines a bull market’s start as a 20% move higher from a recent low. The S&amp;P 500 index, which tracks a broad range of stocks beyond tech, is up 14.8% from its mid-June low.</p><p>The Nasdaq’s rebound is just one of the many signs that investors’ appetite for risk is creeping back.</p><p>Solid corporate earnings and positive economic data, such as the stronger than expected July jobs report, have ignited hopes that a recession is still far away. Riskier assets—from growth stocks like those found in the Nasdaq to high-yield bonds—are on the rise.</p><p>Many of the best-performing stocks in the S&amp;P 500 since mid-June have been technology and consumer discretionary names such as Etsy (ETSY), Amazon.com (AMZN), Tesla (TSLA), Ford Motor (F), and PayPal (PYPL). Those sectors tumbled the most in the first half of 2022.</p><p><img src=\"https://static.tigerbbs.com/4988e6bff2ab22502a2ce803b991cc08\" tg-width=\"945\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/></p><p>But investors aren’t out of the woods yet, and the Nasdaq’s rebound isn’t as significant as it seems. Since the index is rising off a much lower base, a 20% gain doesn’t put the Nasdaq back near its peak set back in November. In fact, it is still a bit less than 20% below that level.</p><p>Historically, the start of a new bull market hasn’t always meant a long-lasting bull market had arrived.From 2000 to 2002, for example, the Nasdaq had multiple upswings of more than 20% that were followed by deeper falls a few months later. It wasn’t until October 2002 that the index entered a bull market that lasted for a few years.</p><p>A similar pattern was seen during the 2008-09 financial crisis. The Nasdaq gained 25% from November 2008 to January 2009, but fell 23% from January to March that year before it hit its lowest point during the crisis. It is possible this bull market is another one of those short-lived bounces.</p><p>The Nasdaq also tends to be more volatile than the broader market, which makes its swings less meaningful for most investors. Since 1971, the Nasdaq has experienced 19 bull and 18 bear markets. The more closely watched S&amp;P 500 has seen eight bull and nine bear markets.</p><p>Still, if tech stocks’ recent momentum continues, it might be a sign that investors are becoming more confident about the Federal Reserve’s ability to avert a recession while keeping inflation under control.</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>The Nasdaq’s New Bull Market Could Be a Head Fake</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 Nasdaq’s New Bull Market Could Be a Head Fake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nasdaq-bull-market-stocks-51660162739?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After lagging behind the other major indexes for much of the first half of the year, the tech-heavy Nasdaq Composite has staged a robust comeback over the past weeks, officially entering a new bull ...</p>\n\n<a href=\"https://www.barrons.com/articles/nasdaq-bull-market-stocks-51660162739?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/nasdaq-bull-market-stocks-51660162739?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154022243","content_text":"After lagging behind the other major indexes for much of the first half of the year, the tech-heavy Nasdaq Composite has staged a robust comeback over the past weeks, officially entering a new bull market on Wednesday.The Nasdaq had tumbled into a bear market in March, defined as a 20% drop from a recent high, and reached a recent low on June 16. After a 2.9% jump on Wednesday spurred by news that the annual rate of inflation declined more than expected in July, the index closed at 12,854.80.That leaves it 20.7% above its mid-June low.The Dow Jones Market Data team defines a bull market’s start as a 20% move higher from a recent low. The S&P 500 index, which tracks a broad range of stocks beyond tech, is up 14.8% from its mid-June low.The Nasdaq’s rebound is just one of the many signs that investors’ appetite for risk is creeping back.Solid corporate earnings and positive economic data, such as the stronger than expected July jobs report, have ignited hopes that a recession is still far away. Riskier assets—from growth stocks like those found in the Nasdaq to high-yield bonds—are on the rise.Many of the best-performing stocks in the S&P 500 since mid-June have been technology and consumer discretionary names such as Etsy (ETSY), Amazon.com (AMZN), Tesla (TSLA), Ford Motor (F), and PayPal (PYPL). Those sectors tumbled the most in the first half of 2022.But investors aren’t out of the woods yet, and the Nasdaq’s rebound isn’t as significant as it seems. Since the index is rising off a much lower base, a 20% gain doesn’t put the Nasdaq back near its peak set back in November. In fact, it is still a bit less than 20% below that level.Historically, the start of a new bull market hasn’t always meant a long-lasting bull market had arrived.From 2000 to 2002, for example, the Nasdaq had multiple upswings of more than 20% that were followed by deeper falls a few months later. It wasn’t until October 2002 that the index entered a bull market that lasted for a few years.A similar pattern was seen during the 2008-09 financial crisis. The Nasdaq gained 25% from November 2008 to January 2009, but fell 23% from January to March that year before it hit its lowest point during the crisis. It is possible this bull market is another one of those short-lived bounces.The Nasdaq also tends to be more volatile than the broader market, which makes its swings less meaningful for most investors. Since 1971, the Nasdaq has experienced 19 bull and 18 bear markets. The more closely watched S&P 500 has seen eight bull and nine bear markets.Still, if tech stocks’ recent momentum continues, it might be a sign that investors are becoming more confident about the Federal Reserve’s ability to avert a recession while keeping inflation under control.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831473683,"gmtCreate":1629344360642,"gmtModify":1676530009792,"author":{"id":"3581640085724727","authorId":"3581640085724727","name":"cryptous","avatar":"https://static.tigerbbs.com/c66c79b1c0f576bf4133fe7ceb3916ae","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581640085724727","idStr":"3581640085724727"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/831473683","repostId":"1165430007","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}