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CaseyLKC
11-09
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“股神”大肆套现意欲几何?答案3个月后揭晓!
CaseyLKC
11-09
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Want Decades of Passive Income? Buy This Warren Buffett Stock and Hold On
CaseyLKC
11-09
Great
Sorry, the original content has been removed
CaseyLKC
11-09
Okay
外盘头条:特斯拉市值突破1万亿美元 亿万富豪Rokos的对冲基金单日获利近10亿美元 Stellantis追加裁员400人
CaseyLKC
11-09
Great
Stock Track | Tesla Stock Surges on Elon Musk's Ties to President-elect Trump, Fueling Policy Hopes
CaseyLKC
11-09
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自2022年以来 马斯克身家首次突破3000亿美元
CaseyLKC
11-09
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US agency says Tesla's public statements imply that its vehicles can drive themselves. They can't.
CaseyLKC
11-06
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Tesla Soars as Musk’s All-In Bet on Trump Seen Reaping Rewards
CaseyLKC
11-05
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S&P 500 Rises Slightly as Wall Street Awaits U.S. Presidential Election Results
CaseyLKC
11-05
Trump will win due the capitalist and support by the businessman who drive the US economy
CaseyLKC
11-04
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摩根大通警告:如果特朗普周三胜出,美联储可能最早在12月暂停宽松周期
CaseyLKC
11-04
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伯克希尔哈撒韦公司公布截至 9 月 30 日的季度业绩 - 盈利摘要
CaseyLKC
10-24
Great
Tesla Surprises with Forecasts for Sales and Deliveries, Shares Jump
CaseyLKC
10-23
$Tesla Motors(TSLA)$
Strong fundamentals, valueble stock to keep for long term
CaseyLKC
10-22
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Sorry, the original content has been removed
CaseyLKC
10-21
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如此卖命支持特朗普,马斯克究竟想要什么回报?
CaseyLKC
10-20
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环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭
CaseyLKC
10-20
Okay
环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭
CaseyLKC
10-20
Okay
美国大选进入倒计时,金主马斯克狂撒钱!每日随机向选民发100万美元
CaseyLKC
10-20
Okay
Elon Musk Offers $1 Million Daily Prize for Signing His Petition
Go to Tiger App to see more news
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21:15","market":"us","language":"zh","title":"“股神”大肆套现意欲几何?答案3个月后揭晓!","url":"https://stock-news.laohu8.com/highlight/detail?id=2481017268","media":"金十数据","summary":"“捕猎大象”?","content":"<html><head></head><body><blockquote><p>“股神”巴菲特的异常举动已经让投资者们担忧了近两个季度……</p></blockquote><p>巴菲特正在撤回他历史上最盈利的交易,将大量现金注入<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦的资金库。但目前尚不清楚这位“奥马哈先知”是否准备用他最近的巨额财富去“捕猎大象”。</p><p>巴菲特上周六透露,<strong>他在第三季度继续削减了对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等股票的持仓,为伯克希尔哈撒韦带来了970亿美元的收益</strong>,该公司是巴菲特自1965年以来一直控制的庞大的工业-保险企业集团。</p><p>通过锁定收益,巴菲特将伯克希尔的现金水平提高到前所未有的高度。截至目前,<strong>现金占伯克希尔资产价值的28%,达到3250亿美元——这是至少自1990年以来的最高水平</strong>。这也让他的追随者试图找出他出售股票背后的动机。</p><p>一些投资者和分析师认为,<strong>巴菲特正在坚持自己的原则</strong>,他在传奇价值投资者本杰明·格雷厄姆门下学习——先是哥伦比亚大学,然后是格雷厄姆的投资公司。<strong>他们指出,与苹果的潜在盈利增长相比,其市盈率相对较高。</strong></p><p>苹果本周警告投资者,其未来产品可能永远无法像iPhone那样盈利,因为它正在将资金投入人工智能领域,试图赶超包括<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet在内的竞争对手。</p><p>另一些人则认为,<strong>考虑到巴菲特多年来对苹果的赞赏以及投资机会匮乏,巴菲特的举动另有原因。他们不禁要问,巴菲特是在为他的继任者铺平道路,还是预见到即将到来的危机,因此才要筹集现金。</strong></p><p>晨星分析师Greggory Warren指出,“这真是太奇怪了……让人不禁要问,‘巴菲特为什么积累这么多现金?’”</p><p>Warren表示,<strong>他不相信巴菲特准备达成一项大型收购交易</strong>,这曾是其投资策略的典型特征,因为他在与其他买家竞争方面遇到了困难。伯克希尔也没有介入为像<a href=\"https://laohu8.com/S/INTC\">英特尔</a>这样的美国大型企业提供资金,这些企业一直在寻求数十亿美元的资金来为其运营提供资金。</p><p><strong>巴菲特今年还限制了对其他股票的购买</strong>,截至9月底,仅购买了价值58亿美元的股票。这个数字远远低于伯克希尔执行的1332亿美元股票出售额。</p><p>这些出售减少了伯克希尔承担的股权风险,并为其提供了充足的流动资金来投资,这在过去压力时期已经发挥了作用。但一些投资者感觉到其他原因促成了这一转变。</p><p>伯克希尔投资公司Douglass Winthrop的研究分析师Jeff Muscatello表示,<strong>估值不太可能是巴菲特套现的“全部原因”。</strong>他说,“即将到来的不可避免的管理层交接,为下一代腾出空间是一个好时机。”</p><p>晨星的Warren对此表示同意,他说,<strong>这笔现金很可能被巴菲特的接班人格雷格·阿贝尔利用</strong>。</p><p>Warren说,“巴菲特在谈论伯克希尔和未来时更加谨慎了。他知道自己不会在那个位置上待太久了。他不希望把这些问题留给接班人去处理。他补充说:“他希望格雷格拥有更多现金储备。”</p><p><strong>伯克希尔一直保持着大量的现金头寸,部分原因是为了满足监管要求,即其投资组合必须拥有足够的流动性,才能支付其庞大保险业务未来的索赔。</strong></p><p>伯克希尔对苹果的投资可以追溯到2016年,当时该公司购买了价值11亿美元的不到1000万股。考虑到伯克希尔长期以来一直避开快速增长的科技公司,这次收购令人震惊。早在2012年,巴菲特就曾告诉股东,即使苹果盈利能力不断提高,他“也不想购买”苹果。</p><p>据知情人士透露,这笔初始投资是由巴菲特的副手泰德·韦施勒进行的。在接下来的几个月里,巴菲特本人开始欣赏苹果的商业模式,被客户使用iPhone的时间之长以及很少有人在购买iPhone后愿意更换其他品牌所吸引。</p><p>巴菲特很快效仿韦施勒,开始疯狂买入,并与伯克希尔旗下一家小型基金合作,获得了苹果5.9%的股权。在去年达到顶峰时,这笔持仓价值近1780亿美元。英国《金融时报》分析的季度披露显示,伯克希尔花费了大约390亿美元。</p><p><strong>巴菲特的追随者表示,有充分的理由相信巴菲特的说法:他认为短期国库券的回报率比“股票市场可供选择的回报率”更有吸引力,就像他在5月份所说的那样</strong>。</p><p>Glenview Trust首席投资官Bill Stone说,“从那以后,包括苹果和美国银行在内的股票并没有变得更便宜,事情似乎就是这么简单。”</p><p>根据FactSet的数据,苹果股票目前的交易价格是其未来一年预计收益的30倍以上。投资集团Cheviot的基金经理、伯克希尔哈撒韦的股东Darren Pollock指出,巴菲特买入时,这一倍数接近12或13倍,而“苹果的增长速度要快得多”。</p><p>Pollock补充说:“当股票被高估时,伯克希尔的现金储备就会增加,因为巴菲特发现可供购买的东西越来越少。他不是市场操盘手。在<strong>估值过高的市场上抛售苹果股票并拥有如此多的现金,是典型的巴菲特风格</strong>。”</p><p><strong>投资者将不得不等待另外三个月才能确定结果。该公司指出,巴菲特将在明年2月份发布的年度信中分享他对这件事的任何看法。</strong></p></body></html>","source":"xnew_highlight","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>“股神”大肆套现意欲几何?答案3个月后揭晓!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“股神”大肆套现意欲几何?答案3个月后揭晓!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 21:15 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=152825&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“股神”巴菲特的异常举动已经让投资者们担忧了近两个季度……巴菲特正在撤回他历史上最盈利的交易,将大量现金注入伯克希尔哈撒韦的资金库。但目前尚不清楚这位“奥马哈先知”是否准备用他最近的巨额财富去“捕猎大象”。巴菲特上周六透露,他在第三季度继续削减了对苹果等股票的持仓,为伯克希尔哈撒韦带来了970亿美元的收益,该公司是巴菲特自1965年以来一直控制的庞大的工业-保险企业集团。通过锁定收益,巴菲特将...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=152825&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=152825&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2481017268","content_text":"“股神”巴菲特的异常举动已经让投资者们担忧了近两个季度……巴菲特正在撤回他历史上最盈利的交易,将大量现金注入伯克希尔哈撒韦的资金库。但目前尚不清楚这位“奥马哈先知”是否准备用他最近的巨额财富去“捕猎大象”。巴菲特上周六透露,他在第三季度继续削减了对苹果等股票的持仓,为伯克希尔哈撒韦带来了970亿美元的收益,该公司是巴菲特自1965年以来一直控制的庞大的工业-保险企业集团。通过锁定收益,巴菲特将伯克希尔的现金水平提高到前所未有的高度。截至目前,现金占伯克希尔资产价值的28%,达到3250亿美元——这是至少自1990年以来的最高水平。这也让他的追随者试图找出他出售股票背后的动机。一些投资者和分析师认为,巴菲特正在坚持自己的原则,他在传奇价值投资者本杰明·格雷厄姆门下学习——先是哥伦比亚大学,然后是格雷厄姆的投资公司。他们指出,与苹果的潜在盈利增长相比,其市盈率相对较高。苹果本周警告投资者,其未来产品可能永远无法像iPhone那样盈利,因为它正在将资金投入人工智能领域,试图赶超包括谷歌母公司Alphabet在内的竞争对手。另一些人则认为,考虑到巴菲特多年来对苹果的赞赏以及投资机会匮乏,巴菲特的举动另有原因。他们不禁要问,巴菲特是在为他的继任者铺平道路,还是预见到即将到来的危机,因此才要筹集现金。晨星分析师Greggory Warren指出,“这真是太奇怪了……让人不禁要问,‘巴菲特为什么积累这么多现金?’”Warren表示,他不相信巴菲特准备达成一项大型收购交易,这曾是其投资策略的典型特征,因为他在与其他买家竞争方面遇到了困难。伯克希尔也没有介入为像英特尔这样的美国大型企业提供资金,这些企业一直在寻求数十亿美元的资金来为其运营提供资金。巴菲特今年还限制了对其他股票的购买,截至9月底,仅购买了价值58亿美元的股票。这个数字远远低于伯克希尔执行的1332亿美元股票出售额。这些出售减少了伯克希尔承担的股权风险,并为其提供了充足的流动资金来投资,这在过去压力时期已经发挥了作用。但一些投资者感觉到其他原因促成了这一转变。伯克希尔投资公司Douglass Winthrop的研究分析师Jeff Muscatello表示,估值不太可能是巴菲特套现的“全部原因”。他说,“即将到来的不可避免的管理层交接,为下一代腾出空间是一个好时机。”晨星的Warren对此表示同意,他说,这笔现金很可能被巴菲特的接班人格雷格·阿贝尔利用。Warren说,“巴菲特在谈论伯克希尔和未来时更加谨慎了。他知道自己不会在那个位置上待太久了。他不希望把这些问题留给接班人去处理。他补充说:“他希望格雷格拥有更多现金储备。”伯克希尔一直保持着大量的现金头寸,部分原因是为了满足监管要求,即其投资组合必须拥有足够的流动性,才能支付其庞大保险业务未来的索赔。伯克希尔对苹果的投资可以追溯到2016年,当时该公司购买了价值11亿美元的不到1000万股。考虑到伯克希尔长期以来一直避开快速增长的科技公司,这次收购令人震惊。早在2012年,巴菲特就曾告诉股东,即使苹果盈利能力不断提高,他“也不想购买”苹果。据知情人士透露,这笔初始投资是由巴菲特的副手泰德·韦施勒进行的。在接下来的几个月里,巴菲特本人开始欣赏苹果的商业模式,被客户使用iPhone的时间之长以及很少有人在购买iPhone后愿意更换其他品牌所吸引。巴菲特很快效仿韦施勒,开始疯狂买入,并与伯克希尔旗下一家小型基金合作,获得了苹果5.9%的股权。在去年达到顶峰时,这笔持仓价值近1780亿美元。英国《金融时报》分析的季度披露显示,伯克希尔花费了大约390亿美元。巴菲特的追随者表示,有充分的理由相信巴菲特的说法:他认为短期国库券的回报率比“股票市场可供选择的回报率”更有吸引力,就像他在5月份所说的那样。Glenview Trust首席投资官Bill Stone说,“从那以后,包括苹果和美国银行在内的股票并没有变得更便宜,事情似乎就是这么简单。”根据FactSet的数据,苹果股票目前的交易价格是其未来一年预计收益的30倍以上。投资集团Cheviot的基金经理、伯克希尔哈撒韦的股东Darren Pollock指出,巴菲特买入时,这一倍数接近12或13倍,而“苹果的增长速度要快得多”。Pollock补充说:“当股票被高估时,伯克希尔的现金储备就会增加,因为巴菲特发现可供购买的东西越来越少。他不是市场操盘手。在估值过高的市场上抛售苹果股票并拥有如此多的现金,是典型的巴菲特风格。”投资者将不得不等待另外三个月才能确定结果。该公司指出,巴菲特将在明年2月份发布的年度信中分享他对这件事的任何看法。","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369164406091976,"gmtCreate":1731165702159,"gmtModify":1731165706340,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369164406091976","repostId":"2482741248","repostType":2,"repost":{"id":"2482741248","kind":"highlight","pubTimestamp":1731137040,"share":"https://ttm.financial/m/news/2482741248?lang=&edition=fundamental","pubTime":"2024-11-09 15:24","market":"fut","language":"en","title":"Want Decades of Passive Income? Buy This Warren Buffett Stock and Hold On","url":"https://stock-news.laohu8.com/highlight/detail?id=2482741248","media":"Motley Fool","summary":"Warren Buffett owns a number of dividend stocks, but I see one in particular as a great choice for long-term investors right now.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>One of Buffett's favorite industry sectors is financial services.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Berkshire Hathaway's portfolio owns a number of financial services businesses, and I see <a href=\"https://laohu8.com/S/V\">Visa</a> as the most compelling option right now.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Visa offers a unique blend of growth supported by a reliable dividend.</div>\n</li>\n</ul><div><p>A common misconception among beginner investors is that choosing growth stocks is required to generate lucrative portfolio gains. Many times, the best-performing stocks are actually blue chip businesses that grow sales and profits steadily and consistently over a long period of time. In turn, these companies may reward shareholders in the form of a dividend.</p><p>Warren Buffett has perfected this approach to portfolio management. His <strong>Berkshire Hathaway</strong> portfolio owns very few smaller growth stocks. Instead, Buffett is known for taking positions in industry-leading brands that sport strong cash flow and dividend payments.</p><p>One Buffett stock that <span>looks particularly tempting right now is credit card company <strong>Visa</strong> <span>(V<span> 0.68%</span>)</span>. Below, I'll explore why Visa is</span> a solid choice for passive income and assess how owning the stock for decades could prove to be a wise move.</p><h2>Great news for Visa shareholders</h2><p>On Oct. 29, Visa reported financial and operating results for its fiscal fourth quarter and full year 2024. One of the highlights of the report was that Visa's board of directors approved a 13% increase to the company's quarterly dividend, bringing it to $0.59 per share.</p><p>As the chart below shows, Visa has raised its dividend steadily since the company's initial public offering (IPO) in 2008.<img src=\"https://media.ycharts.com/charts/6ef0e2e137bb8281bd4464e4438e68c9.png\"/></p><p>V Dividend data by YCharts.</p><div><div><div></div></div></div><h2>The importance of dividend stocks in your portfolio</h2><p>Investors hold on to dividend stocks for different reasons. For retirees, dividend income can be a good source of cash and help prevent dipping into your savings for unnecessary reasons.</p><p>However, younger demographics may want to augment their stocks with reliable dividend players as well.</p><div></div><p><img src=\"https://media.ycharts.com/charts/aa784ec6d34ada2887ae80782e136042.png\"/></p><p>V data by YCharts.</p><p>The chart above shows how Visa stock has performed since its IPO both on a stand-alone and total return basis. The big difference between these two lines is that the total return includes reinvesting dividend income into Visa stock as opposed to receiving the payment as cash. As you can see, reinvesting dividends has added significant appreciation to Visa's long-run return.</p><div><div><div></div></div></div><p>Unlike retirees, younger investors may not need to supplement their cash savings each month or quarter. But as the chart makes clear, reinvesting dividend income into your stock portfolio can bolster your gains in a material way.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F796520%2Fbuffett9-tmf.jpg&op=resize&w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/796520/buffett9-tmf.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/796520/buffett9-tmf.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/796520/buffett9-tmf.jpg&w=2000&op=resize 2000w\"/><p>Image source: The Motley Fool.</p></div><h2>Why I think Visa is a safe dividend opportunity</h2><p>An important thing for dividend investors to consider is whether or not these payments are sustainable. In other words, does the company in question have the financial wherewithal not only to maintain paying a dividend, but hopefully raise it?</p><p>Some good metrics to help determine the answer to this question are free cash flow and the payout ratio. Free cash flow measures a company's excess profits after capital expenditures (capex), making it a potentially more useful and accurate assessment of profitability compared to net income. Moreover, the payout ratio helps investors get an idea of how much of a company's earnings are being returned to shareholders in the form of a dividend.</p><p><img src=\"https://media.ycharts.com/charts/fee98a968cfaae0fb3067004d0b66c6d.png\"/></p><p>V Free Cash Flow (Quarterly) data by YCharts.</p><div><div><div></div></div></div><p>For Visa, it's important for the company to balance shareholder rewards while maintaining adequate liquidity to invest in product development, cybersecurity protocols, and expansion efforts such as acquisitions -- all important areas for the highly intensive credit card payments industry.</p><p>As the chart above shows, Visa has done a stellar job of generating free cash flow growth over a long-term horizon. The company has used these profits to raise its dividend.</p><p>Indeed, these trends suggest that Visa has room to continue investing in growth opportunities while maintaining (and likely raising) its dividend even further in the long run. To me, Visa stock is a no-brainer for investors looking for growth and passive income -- a pretty rare combination. Right now looks like a great opportunity to scoop up shares of Visa stock and prepare to hold on for decades to come, just as Buffett often encourages investors to do.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want Decades of Passive Income? Buy This Warren Buffett Stock and Hold On</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant Decades of Passive Income? Buy This Warren Buffett Stock and Hold On\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 15:24 GMT+8 <a href=https://www.fool.com/investing/2024/11/09/want-decades-of-passive-income-buy-this-warren-buf/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of Buffett's favorite industry sectors is financial services.\n\n\n\n\n\n\n\nBerkshire Hathaway's portfolio owns a number of financial services businesses, and I see Visa as the most compelling option ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/09/want-decades-of-passive-income-buy-this-warren-buf/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F796520%2Fbuffett9-tmf.jpg&op=resize&w=165&h=104","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4588":"碎股","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0971096721.USD":"富达环球金融服务 A","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","V":"Visa","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU":"陆金所","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4176":"多领域控股","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IPO":"Renaissance IPO ETF","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BRK.A":"伯克希尔","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BRK.B":"伯克希尔B","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4535":"淡马锡持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/11/09/want-decades-of-passive-income-buy-this-warren-buf/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482741248","content_text":"One of Buffett's favorite industry sectors is financial services.\n\n\n\n\n\n\n\nBerkshire Hathaway's portfolio owns a number of financial services businesses, and I see Visa as the most compelling option right now.\n\n\n\n\n\n\n\nVisa offers a unique blend of growth supported by a reliable dividend.\n\nA common misconception among beginner investors is that choosing growth stocks is required to generate lucrative portfolio gains. Many times, the best-performing stocks are actually blue chip businesses that grow sales and profits steadily and consistently over a long period of time. In turn, these companies may reward shareholders in the form of a dividend.Warren Buffett has perfected this approach to portfolio management. His Berkshire Hathaway portfolio owns very few smaller growth stocks. Instead, Buffett is known for taking positions in industry-leading brands that sport strong cash flow and dividend payments.One Buffett stock that looks particularly tempting right now is credit card company Visa (V 0.68%). Below, I'll explore why Visa is a solid choice for passive income and assess how owning the stock for decades could prove to be a wise move.Great news for Visa shareholdersOn Oct. 29, Visa reported financial and operating results for its fiscal fourth quarter and full year 2024. One of the highlights of the report was that Visa's board of directors approved a 13% increase to the company's quarterly dividend, bringing it to $0.59 per share.As the chart below shows, Visa has raised its dividend steadily since the company's initial public offering (IPO) in 2008.V Dividend data by YCharts.The importance of dividend stocks in your portfolioInvestors hold on to dividend stocks for different reasons. For retirees, dividend income can be a good source of cash and help prevent dipping into your savings for unnecessary reasons.However, younger demographics may want to augment their stocks with reliable dividend players as well.V data by YCharts.The chart above shows how Visa stock has performed since its IPO both on a stand-alone and total return basis. The big difference between these two lines is that the total return includes reinvesting dividend income into Visa stock as opposed to receiving the payment as cash. As you can see, reinvesting dividends has added significant appreciation to Visa's long-run return.Unlike retirees, younger investors may not need to supplement their cash savings each month or quarter. But as the chart makes clear, reinvesting dividend income into your stock portfolio can bolster your gains in a material way.Image source: The Motley Fool.Why I think Visa is a safe dividend opportunityAn important thing for dividend investors to consider is whether or not these payments are sustainable. In other words, does the company in question have the financial wherewithal not only to maintain paying a dividend, but hopefully raise it?Some good metrics to help determine the answer to this question are free cash flow and the payout ratio. Free cash flow measures a company's excess profits after capital expenditures (capex), making it a potentially more useful and accurate assessment of profitability compared to net income. Moreover, the payout ratio helps investors get an idea of how much of a company's earnings are being returned to shareholders in the form of a dividend.V Free Cash Flow (Quarterly) data by YCharts.For Visa, it's important for the company to balance shareholder rewards while maintaining adequate liquidity to invest in product development, cybersecurity protocols, and expansion efforts such as acquisitions -- all important areas for the highly intensive credit card payments industry.As the chart above shows, Visa has done a stellar job of generating free cash flow growth over a long-term horizon. The company has used these profits to raise its dividend.Indeed, these trends suggest that Visa has room to continue investing in growth opportunities while maintaining (and likely raising) its dividend even further in the long run. To me, Visa stock is a no-brainer for investors looking for growth and passive income -- a pretty rare combination. Right now looks like a great opportunity to scoop up shares of Visa stock and prepare to hold on for decades to come, just as Buffett often encourages investors to do.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369144055300352,"gmtCreate":1731164604565,"gmtModify":1731164608452,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369144055300352","repostId":"2482932417","repostType":2,"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368956694290544,"gmtCreate":1731115005367,"gmtModify":1731115007554,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368956694290544","repostId":"2482784456","repostType":2,"repost":{"id":"2482784456","kind":"highlight","pubTimestamp":1731101400,"share":"https://ttm.financial/m/news/2482784456?lang=&edition=fundamental","pubTime":"2024-11-09 05:30","market":"us","language":"zh","title":"外盘头条:特斯拉市值突破1万亿美元 亿万富豪Rokos的对冲基金单日获利近10亿美元 Stellantis追加裁员400人","url":"https://stock-news.laohu8.com/highlight/detail?id=2482784456","media":"环球市场播报","summary":" 周五早盘中段,特斯拉股价上涨超过6%,市值突破1万亿美元。特斯拉CEO马斯克在特朗普竞选期间一直是他的关键盟友,为支持特朗普的竞选活动投入了至少1.3亿美元。 其中一位知情人士表示,截至10月,这家对冲基金今年的收益增加了约20%,资产管理规模也增至约190亿美元。 Stellantis周五增加了裁员人数,称将减少底特律一家汽车零部件工厂的400名工人岗位,为表现不佳的北美业务降低成本。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/700/w400h300/20181010/bleF-hkrzyan5262540.jpg\"/><span></span></div>\n<p> <strong>全球财经媒体昨夜今晨</strong><strong>共同关注的头条新闻主要有:</strong></p>\n<blockquote>\n<p><strong> 1、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价上涨 市值突破1万亿美元 </strong></p>\n<p><strong> </strong><strong>2、抓住特朗普胜选行情 亿万富豪Rokos旗下对冲基金单日获利近10亿美元</strong></p>\n<p><strong> 3</strong><strong>、</strong><strong>Stellantis 将在底特律零部件工厂裁员400人 </strong></p>\n<p><strong> 4</strong><strong>、<a href=\"https://laohu8.com/S/BA\">波音</a>据悉考虑以逾60亿美元出售子公司Jeppesen</strong></p>\n<p><strong> 5、<a href=\"https://laohu8.com/S/161125\">标普500</a>指数首次触及6000点 受信息技术股拉动</strong></p>\n<p><strong> </strong><strong>6、摩根资产管理:特朗普承诺落地恐令10年期美债收益率重回5%并伤及美股 </strong></p>\n</blockquote>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/55/w550h305/20241109/0098-48cf9cd07f1beb71784df7f048502c04.png\"/><span></span></div>\n<p> <strong>特斯拉股价上涨 市值突破1万亿美元</strong> </p>\n<p> 周五早盘中段,<span>特斯拉</span><span></span>股价上涨超过6%,市值突破1万亿美元。</p>\n<p> 在特朗普赢得美国总统大选后,特斯拉股价本周上涨了约27%,投资者越来越乐观地认为,这位特朗普重返白宫可能会让特斯拉受益。特斯拉CEO马斯克在特朗普竞选期间一直是他的关键盟友,为支持特朗普的竞选活动投入了至少1.3亿美元。</p>\n<p> 截至周二收盘,特斯拉的市值为8071亿美元。在本周反弹之前,这家汽车制造商的股价今年以来上涨了约1%。今年以来,特斯拉的股价上涨了约26%。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/116/w550h366/20241109/2868-ec1d5c16f9daf61f19c72d832918530c.jpg\"/><span></span></div>\n<p> <strong>抓住特朗普胜选行情 亿万富豪Rokos旗下对冲基金单日获利近10亿美元</strong><strong> </strong></p>\n<p> 随着唐纳德·特朗普的当选重置了市场预期,宏观交易员Chris Rokos充分抓住了周三资产价格普遍上涨的机遇。</p>\n<p> 据知情人士透露,他的Rokos Capital Management当日获利近10亿美元,这是他自2015年创办这家对冲基金以来斩获的最佳交易日之一。因讨论未公开信息而要求匿名的其中一位知情人士表示,虽然所谓的特朗普交易有所助益,但Rokos还在其他资产类别中获利。</p>\n<p> 其中一位知情人士表示,截至10月,这家对冲基金今年的收益增加了约20%,资产管理规模也增至约190亿美元。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/77/w550h327/20241109/4b00-4bfb9803ec6b2f2d44b5c0b3cd5095b3.png\"/><span></span></div>\n<p> <strong>Stellantis 将在底特律零部件工厂裁员 400 人</strong><strong> </strong></p>\n<p> Stellantis周五增加了裁员人数,称将减少底特律一家汽车零部件工厂的400名工人岗位,为表现不佳的北美业务降低成本。</p>\n<p> Stellantis公司在一份声明中说:“随着公司进入过渡时期,公司重点是调整美国地区的业务,以确保2025年有一个好的开始。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/116/w550h366/20241109/e196-ed30cb125aa288cb10a0c45e39d35e36.jpg\"/><span></span></div>\n<p> <strong>波音据悉考虑以逾60亿美元出售子公司Jeppesen </strong><strong> </strong><strong> </strong></p>\n<p> 据知情人士透露,<span>波音</span><span></span>正在研究出售其子公司Jeppesen,拟定一份可能剥离的资产清单以帮助减轻580亿美元的债务负担。</p>\n<p> 知情人士称,波音正在与一位顾问商讨可能出售Jeppesen的事宜,已有竞购者,并且可能会吸引私募股权公司和其他公司的兴趣。</p>\n<p> 其中一些知情人士表示,Jeppesen的售价可能超过60亿美元,取决于买家的胃口和可比的同类资产。这项资产的出售过程可能最早在2025年上半年进行。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/93/w550h343/20240925/7425-82297d40b13856b9235fc4c3547f72e4.jpg\"/><span></span></div>\n<p> <strong>标普500指数首次触及6000点 受信息技术股拉动</strong><strong> </strong><strong> </strong></p>\n<p> 在特朗普赢得第二个美国总统任期后,标普500指数周五首次短暂触及6000点大关。</p>\n<p> 2024年美股大幅上涨主要受对利率敏感的大型成长股拉动,因为市场希望借贷成本降低,并对美国经济软着陆持乐观态度。美联储在9月份进行了四年来的首次降息,随后又在11月份降息25个基点。根据CME FedWatch的数据,交易商认为今年还会有一次降息。</p>\n<p> 在<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等公司的带动下,信息技术股推动了标普500指数的上涨。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/58/w550h308/20241109/7304-bb1714cf0c17bf14fd3bcae8635e75ca.jpg\"/><span></span></div>\n<p> <strong>摩根资产管理:特朗普承诺落地恐令10年期美债收益率重回5%并伤及美股</strong> </p>\n<p> 美国国债市场在唐纳德·特朗普取得大选胜利后的动荡走势促使摩根资产管理的债券主管发出警告称,收益率恐将回到有可能危及股市创纪录涨势的水平。</p>\n<p> 特朗普本周获胜后,债券价格立即大幅下跌,市场猜测这位共和党人将导致通胀重燃。</p>\n<p> 虽然10年期收益率攀升至4.48%的高点后有所回落,但摩根资产管理的全球固定收益首席投资官Bob Michele认为,若预期中的特朗普政策得到落实,收益率有可能回到5%。Amundi SA的首席投资官Vincent Mortier也指出,这是可能促使现金从股票转向债券的关键水平。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:陈钰嘉 </p>\n</div></body></html>","source":"sina_us","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>外盘头条:特斯拉市值突破1万亿美元 亿万富豪Rokos的对冲基金单日获利近10亿美元 Stellantis追加裁员400人</title>\n<style 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}\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\">\n外盘头条:特斯拉市值突破1万亿美元 亿万富豪Rokos的对冲基金单日获利近10亿美元 Stellantis追加裁员400人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 05:30 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-11-09/doc-incvkyty3359166.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n 1、特斯拉股价上涨 市值突破1万亿美元 \n 2、抓住特朗普胜选行情 亿万富豪Rokos旗下对冲基金单日获利近10亿美元\n 3、Stellantis 将在底特律零部件工厂裁员400人 \n 4、波音据悉考虑以逾60亿美元出售子公司Jeppesen\n 5、标普500指数首次触及6000点 受信息技术股拉动\n 6、摩根资产管理:特朗普承诺...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-11-09/doc-incvkyty3359166.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://n.sinaimg.cn/finance/transform/700/w400h300/20181010/bleF-hkrzyan5262540.jpg","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-11-09/doc-incvkyty3359166.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482784456","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n 1、特斯拉股价上涨 市值突破1万亿美元 \n 2、抓住特朗普胜选行情 亿万富豪Rokos旗下对冲基金单日获利近10亿美元\n 3、Stellantis 将在底特律零部件工厂裁员400人 \n 4、波音据悉考虑以逾60亿美元出售子公司Jeppesen\n 5、标普500指数首次触及6000点 受信息技术股拉动\n 6、摩根资产管理:特朗普承诺落地恐令10年期美债收益率重回5%并伤及美股 \n\n\n 特斯拉股价上涨 市值突破1万亿美元 \n 周五早盘中段,特斯拉股价上涨超过6%,市值突破1万亿美元。\n 在特朗普赢得美国总统大选后,特斯拉股价本周上涨了约27%,投资者越来越乐观地认为,这位特朗普重返白宫可能会让特斯拉受益。特斯拉CEO马斯克在特朗普竞选期间一直是他的关键盟友,为支持特朗普的竞选活动投入了至少1.3亿美元。\n 截至周二收盘,特斯拉的市值为8071亿美元。在本周反弹之前,这家汽车制造商的股价今年以来上涨了约1%。今年以来,特斯拉的股价上涨了约26%。\n\n 抓住特朗普胜选行情 亿万富豪Rokos旗下对冲基金单日获利近10亿美元 \n 随着唐纳德·特朗普的当选重置了市场预期,宏观交易员Chris Rokos充分抓住了周三资产价格普遍上涨的机遇。\n 据知情人士透露,他的Rokos Capital Management当日获利近10亿美元,这是他自2015年创办这家对冲基金以来斩获的最佳交易日之一。因讨论未公开信息而要求匿名的其中一位知情人士表示,虽然所谓的特朗普交易有所助益,但Rokos还在其他资产类别中获利。\n 其中一位知情人士表示,截至10月,这家对冲基金今年的收益增加了约20%,资产管理规模也增至约190亿美元。\n\n Stellantis 将在底特律零部件工厂裁员 400 人 \n Stellantis周五增加了裁员人数,称将减少底特律一家汽车零部件工厂的400名工人岗位,为表现不佳的北美业务降低成本。\n Stellantis公司在一份声明中说:“随着公司进入过渡时期,公司重点是调整美国地区的业务,以确保2025年有一个好的开始。\n\n 波音据悉考虑以逾60亿美元出售子公司Jeppesen \n 据知情人士透露,波音正在研究出售其子公司Jeppesen,拟定一份可能剥离的资产清单以帮助减轻580亿美元的债务负担。\n 知情人士称,波音正在与一位顾问商讨可能出售Jeppesen的事宜,已有竞购者,并且可能会吸引私募股权公司和其他公司的兴趣。\n 其中一些知情人士表示,Jeppesen的售价可能超过60亿美元,取决于买家的胃口和可比的同类资产。这项资产的出售过程可能最早在2025年上半年进行。\n\n 标普500指数首次触及6000点 受信息技术股拉动 \n 在特朗普赢得第二个美国总统任期后,标普500指数周五首次短暂触及6000点大关。\n 2024年美股大幅上涨主要受对利率敏感的大型成长股拉动,因为市场希望借贷成本降低,并对美国经济软着陆持乐观态度。美联储在9月份进行了四年来的首次降息,随后又在11月份降息25个基点。根据CME FedWatch的数据,交易商认为今年还会有一次降息。\n 在英伟达等公司的带动下,信息技术股推动了标普500指数的上涨。\n\n 摩根资产管理:特朗普承诺落地恐令10年期美债收益率重回5%并伤及美股 \n 美国国债市场在唐纳德·特朗普取得大选胜利后的动荡走势促使摩根资产管理的债券主管发出警告称,收益率恐将回到有可能危及股市创纪录涨势的水平。\n 特朗普本周获胜后,债券价格立即大幅下跌,市场猜测这位共和党人将导致通胀重燃。\n 虽然10年期收益率攀升至4.48%的高点后有所回落,但摩根资产管理的全球固定收益首席投资官Bob Michele认为,若预期中的特朗普政策得到落实,收益率有可能回到5%。Amundi SA的首席投资官Vincent Mortier也指出,这是可能促使现金从股票转向债券的关键水平。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:陈钰嘉","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368939969569000,"gmtCreate":1731114777959,"gmtModify":1731114780836,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368939969569000","repostId":"1110153728","repostType":2,"repost":{"id":"1110153728","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1731101480,"share":"https://ttm.financial/m/news/1110153728?lang=&edition=fundamental","pubTime":"2024-11-09 05:31","market":"us","language":"en","title":"Stock Track | Tesla Stock Surges on Elon Musk's Ties to President-elect Trump, Fueling Policy Hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=1110153728","media":"Stock Track","summary":"Shares of Tesla Inc. skyrocketed on Monday, surging 5.62% as investors grew increasingly optimistic about the potential benefits for the electric vehicle maker following the victory of Donald Trump in the U.S. presidential election. The stock rally was primarily driven by the close relationship between Tesla CEO Elon Musk and the president-elect, as well as Musk's vocal support and substantial financial contributions to Trump's campaign.According to reports, Musk, a billionaire entrepreneur, en","content":"<p>Shares of Tesla Inc. (TSLA) skyrocketed on Monday, surging 5.62% as investors grew increasingly optimistic about the potential benefits for the electric vehicle maker following the victory of Donald Trump in the U.S. presidential election. The stock rally was primarily driven by the close relationship between Tesla CEO Elon Musk and the president-elect, as well as Musk's vocal support and substantial financial contributions to Trump's campaign.</p>\n\n<p>According to reports, Musk, a billionaire entrepreneur, endorsed Trump's bid for the presidency and donated at least $119 million to a pro-Trump campaign effort. This has raised expectations among investors that a Trump administration could implement business-friendly policies and deregulation measures that would directly benefit Tesla and Musk's other ventures, such as SpaceX and Neuralink.</p>\n\n<p>Analysts suggest that Musk's influence with Trump could potentially enrich his companies, including Tesla. There is speculation that Trump may appoint Musk to lead a proposed government efficiency commission, further strengthening their alliance. This move could potentially provide Musk with a platform to shape policies and regulations in favor of his businesses.</p>\n\n<p>Additionally, Musk's support for Trump is seen as a strategic move to hedge against potential risks, as the market believes a Trump presidency would be an overall negative for the electric vehicle industry due to the potential removal of EV subsidies and tax credits. However, some analysts argue that a reduction or elimination of EV incentives could actually benefit Tesla by weakening competition from smaller, less-established EV manufacturers.</p>\n\n<p>While the implications of a Trump presidency for the EV industry remain uncertain, investors appear to be betting that Musk's close ties to the president-elect will provide Tesla with a competitive advantage and a more favorable regulatory environment, fueling the company's growth and market dominance.</p>","source":"ai_movement_en","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>Stock Track | Tesla Stock Surges on Elon Musk's Ties to President-elect Trump, Fueling Policy Hopes</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\">\nStock Track | Tesla Stock Surges on Elon Musk's Ties to President-elect Trump, Fueling Policy Hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-11-09 05:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Tesla Inc. (TSLA) skyrocketed on Monday, surging 5.62% as investors grew increasingly optimistic about the potential benefits for the electric vehicle maker following the victory of Donald Trump in the U.S. presidential election. The stock rally was primarily driven by the close relationship between Tesla CEO Elon Musk and the president-elect, as well as Musk's vocal support and substantial financial contributions to Trump's campaign.</p>\n\n<p>According to reports, Musk, a billionaire entrepreneur, endorsed Trump's bid for the presidency and donated at least $119 million to a pro-Trump campaign effort. This has raised expectations among investors that a Trump administration could implement business-friendly policies and deregulation measures that would directly benefit Tesla and Musk's other ventures, such as SpaceX and Neuralink.</p>\n\n<p>Analysts suggest that Musk's influence with Trump could potentially enrich his companies, including Tesla. There is speculation that Trump may appoint Musk to lead a proposed government efficiency commission, further strengthening their alliance. This move could potentially provide Musk with a platform to shape policies and regulations in favor of his businesses.</p>\n\n<p>Additionally, Musk's support for Trump is seen as a strategic move to hedge against potential risks, as the market believes a Trump presidency would be an overall negative for the electric vehicle industry due to the potential removal of EV subsidies and tax credits. However, some analysts argue that a reduction or elimination of EV incentives could actually benefit Tesla by weakening competition from smaller, less-established EV manufacturers.</p>\n\n<p>While the implications of a Trump presidency for the EV industry remain uncertain, investors appear to be betting that Musk's close ties to the president-elect will provide Tesla with a competitive advantage and a more favorable regulatory environment, fueling the company's growth and market dominance.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110153728","content_text":"Shares of Tesla Inc. (TSLA) skyrocketed on Monday, surging 5.62% as investors grew increasingly optimistic about the potential benefits for the electric vehicle maker following the victory of Donald Trump in the U.S. presidential election. The stock rally was primarily driven by the close relationship between Tesla CEO Elon Musk and the president-elect, as well as Musk's vocal support and substantial financial contributions to Trump's campaign.\nAccording to reports, Musk, a billionaire entrepreneur, endorsed Trump's bid for the presidency and donated at least $119 million to a pro-Trump campaign effort. This has raised expectations among investors that a Trump administration could implement business-friendly policies and deregulation measures that would directly benefit Tesla and Musk's other ventures, such as SpaceX and Neuralink.\nAnalysts suggest that Musk's influence with Trump could potentially enrich his companies, including Tesla. There is speculation that Trump may appoint Musk to lead a proposed government efficiency commission, further strengthening their alliance. This move could potentially provide Musk with a platform to shape policies and regulations in favor of his businesses.\nAdditionally, Musk's support for Trump is seen as a strategic move to hedge against potential risks, as the market believes a Trump presidency would be an overall negative for the electric vehicle industry due to the potential removal of EV subsidies and tax credits. However, some analysts argue that a reduction or elimination of EV incentives could actually benefit Tesla by weakening competition from smaller, less-established EV manufacturers.\nWhile the implications of a Trump presidency for the EV industry remain uncertain, investors appear to be betting that Musk's close ties to the president-elect will provide Tesla with a competitive advantage and a more favorable regulatory environment, fueling the company's growth and market dominance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368939201470712,"gmtCreate":1731114590836,"gmtModify":1731114592391,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368939201470712","repostId":"2482028452","repostType":2,"repost":{"id":"2482028452","kind":"highlight","pubTimestamp":1731102580,"share":"https://ttm.financial/m/news/2482028452?lang=&edition=fundamental","pubTime":"2024-11-09 05:49","market":"us","language":"zh","title":"自2022年以来 马斯克身家首次突破3000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2482028452","media":"媒体滚动","summary":"周五特斯拉收涨8.19%,报321.22美元,市值1.03万亿美元,为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。 自特朗普胜选以来,马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%,使马斯克的财富增加了500亿美元,达到3137亿美元。 特朗普已公开表示将采取有利于马斯克企业的行动。 此外,这位当选总统还提出了让马斯克在其政府中担任新设立的效率主管一职的想法。","content":"<html><body><div>\n<p> 周五<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>收涨8.19%,报321.22美元,市值1.03万亿美元,为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。</p>\n<p> 自特朗普胜选以来,马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%,使马斯克的财富增加了500亿美元,达到3137亿美元。</p>\n<p> 特朗普已公开表示将采取有利于马斯克企业的行动。他说,由于特斯拉联合创始人的支持,他将重新考虑放缓向电动汽车过渡的计划。特朗普还表示支持马斯克旗下的SpaceX公司,以及该公司推动登陆火星的计划。</p>\n<p> 此外,这位当选总统还提出了让马斯克在其政府中担任新设立的效率主管一职的想法。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:李桐 </p>\n</div></body></html>","source":"sina_us","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>自2022年以来 马斯克身家首次突破3000亿美元</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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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\">\n自2022年以来 马斯克身家首次突破3000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 05:49 北京时间 <a href=https://finance.sina.com.cn/7x24/2024-11-09/doc-incvmezw3242904.shtml><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五特斯拉收涨8.19%,报321.22美元,市值1.03万亿美元,为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。\n 自特朗普胜选以来,马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%,使马斯克的财富增加了500亿美元,达到3137亿美元。\n 特朗普已公开表示将采取有利于马斯克企业的行动。他说,由于特斯拉联合创始人的支持,他将重新考虑放缓向...</p>\n\n<a href=\"https://finance.sina.com.cn/7x24/2024-11-09/doc-incvmezw3242904.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4511":"特斯拉概念","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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INC"},"source_url":"https://finance.sina.com.cn/7x24/2024-11-09/doc-incvmezw3242904.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482028452","content_text":"周五特斯拉收涨8.19%,报321.22美元,市值1.03万亿美元,为2022年以来首次超过1万亿美元。马斯克身家三年来首次超过3000亿美元。\n 自特朗普胜选以来,马斯克个人财富的增长额远超其他彭博亿万富翁。特斯拉本周股价累涨29%,使马斯克的财富增加了500亿美元,达到3137亿美元。\n 特朗普已公开表示将采取有利于马斯克企业的行动。他说,由于特斯拉联合创始人的支持,他将重新考虑放缓向电动汽车过渡的计划。特朗普还表示支持马斯克旗下的SpaceX公司,以及该公司推动登陆火星的计划。\n 此外,这位当选总统还提出了让马斯克在其政府中担任新设立的效率主管一职的想法。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:李桐","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368939076649152,"gmtCreate":1731114558997,"gmtModify":1731114562424,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368939076649152","repostId":"2482365451","repostType":2,"repost":{"id":"2482365451","kind":"highlight","pubTimestamp":1731102257,"share":"https://ttm.financial/m/news/2482365451?lang=&edition=fundamental","pubTime":"2024-11-09 05:44","market":"us","language":"en","title":"US agency says Tesla's public statements imply that its vehicles can drive themselves. They can't.","url":"https://stock-news.laohu8.com/highlight/detail?id=2482365451","media":"Associated Press Finance","summary":"DETROIT — The U.S. government's highway safety agency says Tesla is telling drivers in public statements that its vehicles can drive themselves, conflicting with owners manuals and briefings with the agency saying the electric vehicles need human supervision.The National Highway Traffic Safety Administration is asking the company to “revisit its communications” to make sure messages are consistent with user instructions.The request came in a May email to the company from Gregory Magno, a division chief with the agency's Office of Defects Investigation. It was attached to a letter seeking information on a probe into crashes involving Tesla's “Full Self-Driving” system in low-visibility conditions. The letter was posted Friday on the agency's website.The agency began the investigation in October after getting reports of four crashes involving “Full Self-Driving\" when Teslas encountered sun glare, fog and airborne dust. An Arizona pedestrian was killed in one of the crashes.On April 11, ","content":"<html><body><p>DETROIT (AP) — The U.S. government's highway safety agency says Tesla is telling drivers in public statements that its vehicles can drive themselves, conflicting with owners manuals and briefings with the agency saying the electric vehicles need human supervision.</p>\n<p>The National Highway Traffic Safety Administration is asking the company to “revisit its communications” to make sure messages are consistent with user instructions.</p>\n<p>The request came in a May email to the company from Gregory Magno, a division chief with the agency's Office of Defects Investigation. It was attached to a letter seeking information on a probe into crashes involving Tesla's “Full Self-Driving” system in low-visibility conditions. The letter was posted Friday on the agency's website.</p>\n<p>The agency began the investigation in October after getting reports of four crashes involving “Full Self-Driving\" when Teslas encountered sun glare, fog and airborne dust. An Arizona pedestrian was killed in one of the crashes.</p>\n<p>Critics, including Transportation Secretary Pete Buttigieg, have long accused Tesla of using deceptive names for its partially automated driving systems, including “Full Self-Driving” and “Autopilot,” both of which have been viewed by owners as fully autonomous.</p>\n<p>The letter and email raise further questions about whether Full Self-Driving will be ready for use without human drivers on public roads, as Tesla CEO Elon Musk has predicted. Much of Tesla's stock valuation hinges on the company deploying a fleet of autonomous robotaxis. </p>\n<p>Musk, who has promised autonomous vehicles before, said the company plans to have autonomous Models Y and 3 running without human drivers next year. Robotaxis without steering wheels would be available in 2026 starting in California and Texas, he said.</p>\n<p>A message was sent Friday seeking comment from Tesla.</p>\n<p>In the email, Magno writes that Tesla briefed the agency in April on an offer of a free trial of “Full Self-Driving” and emphasized that the owner's manual, user interface and a YouTube video tell humans that they have to remain vigilant and in full control of their vehicles. </p>\n<p>But Magno cited seven posts or reposts by Tesla's account on X, the social media platform owned by Musk, that Magno said indicated that Full Self-Driving is capable of driving itself. </p>\n<p>“Tesla's X account has reposted or endorsed postings that exhibit disengaged driver behavior,” Magno wrote. “We believe that Tesla's postings conflict with its stated messaging that the driver is to maintain continued control over the dynamic driving task.\"</p>\n<p>The postings may encourage drivers to see Full Self-Driving, which now has the word “supervised” next to it in Tesla materials, to view the system as a “chauffeur or robotaxi rather than a partial automation/driver assist system that requires persistent attention and intermittent intervention by the driver,” Magno wrote.</p>\n<p>On April 11, for instance, Tesla reposted a story about a man who used Full Self-Driving to travel 13 miles (21 kilometers) from his home to an emergency room during a heart attack just after the free trial began on April 1. A version of Full Self-Driving helped the owner \"get to the hospital when he needed immediate medical attention,” the post said.</p>\n<p>In addition, Tesla says on its website that use of Full Self-Driving and Autopilot without human supervision depends on “achieving reliability\" and regulatory approval, Magno wrote. But the statement is accompanied by a video of a man driving on local roads with his hands on his knees, with a statement that, “The person in the driver's seat is only there for legal reasons. He is not doing anything. The car is driving itself,” the email said.</p>\n<p>In the letter seeking information on driving in low-visibility conditions, Magno wrote that the investigation will focus on the system's ability to perform in low-visibility conditions caused by “relatively common traffic occurrences.”</p>\n<p>Drivers, he wrote, may not be told by the car that they should decide where Full Self-Driving can safely operate or fully understand the capabilities of the system.</p>\n<p>“This investigation will consider the adequacy of feedback or information the system provides to drivers to enable them to make a decision in real time when the capability of the system has been exceeded,” Magno wrote.</p>\n<p>The letter asks Tesla to describe all visual or audio warnings that drivers get that the system “is unable to detect and respond to any reduced visibility condition.”</p>\n<p>The agency gave Tesla until Dec. 18 to respond to the letter, but the company can ask for an extension.</p>\n<p>That means the investigation is unlikely to be finished by the time President-elect Donald Trump takes office in January, and Trump has said he would put Musk in charge of a government efficiency commission to audit agencies and eliminate fraud. Musk spent at least $119 million in a campaign to get Trump elected, and Trump has spoken against government regulations.</p>\n<p>Auto safety advocates fear that if Musk gains some control over NHTSA, the Full Self-Driving and other investigations into Tesla could be derailed.</p>\n<p>Musk even floated the idea of him helping to develop national safety standards for self-driving vehicles.</p>\n<p>“Of course the fox wants to build the henhouse,” said Michael Brooks, executive director of the Center for Auto Safety, a nonprofit watchdog group. </p>\n<p>He added that he can't think of anyone who would agree that a business mogul should have direct involvement in regulations that affect the mogul’s companies.</p>\n<p>“That’s a huge problem for democracy, really,” Brooks said.</p></body></html>","source":"yahoofinance","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 agency says Tesla's public statements imply that its vehicles can drive themselves. They can't.</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 agency says Tesla's public statements imply that its vehicles can drive themselves. They can't.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 05:44 GMT+8 <a href=https://finance.yahoo.com/news/us-agency-says-teslas-public-214417405.html><strong>Associated Press Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DETROIT (AP) — The U.S. government's highway safety agency says Tesla is telling drivers in public statements that its vehicles can drive themselves, conflicting with owners manuals and briefings with...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-agency-says-teslas-public-214417405.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/TI.RjcvOXZ_Z8TSaXwNXFg--~B/aD0yODI3O3c9NDE5NTthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/ap_finance_articles_694/bdf93d14a35af658739c18490203e700","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","BK4516":"特朗普概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","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","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","AP":"安博科-匹兹堡","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4551":"寇图资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4581":"高盛持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4006":"钢铁"},"source_url":"https://finance.yahoo.com/news/us-agency-says-teslas-public-214417405.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2482365451","content_text":"DETROIT (AP) — The U.S. government's highway safety agency says Tesla is telling drivers in public statements that its vehicles can drive themselves, conflicting with owners manuals and briefings with the agency saying the electric vehicles need human supervision.\nThe National Highway Traffic Safety Administration is asking the company to “revisit its communications” to make sure messages are consistent with user instructions.\nThe request came in a May email to the company from Gregory Magno, a division chief with the agency's Office of Defects Investigation. It was attached to a letter seeking information on a probe into crashes involving Tesla's “Full Self-Driving” system in low-visibility conditions. The letter was posted Friday on the agency's website.\nThe agency began the investigation in October after getting reports of four crashes involving “Full Self-Driving\" when Teslas encountered sun glare, fog and airborne dust. An Arizona pedestrian was killed in one of the crashes.\nCritics, including Transportation Secretary Pete Buttigieg, have long accused Tesla of using deceptive names for its partially automated driving systems, including “Full Self-Driving” and “Autopilot,” both of which have been viewed by owners as fully autonomous.\nThe letter and email raise further questions about whether Full Self-Driving will be ready for use without human drivers on public roads, as Tesla CEO Elon Musk has predicted. Much of Tesla's stock valuation hinges on the company deploying a fleet of autonomous robotaxis. \nMusk, who has promised autonomous vehicles before, said the company plans to have autonomous Models Y and 3 running without human drivers next year. Robotaxis without steering wheels would be available in 2026 starting in California and Texas, he said.\nA message was sent Friday seeking comment from Tesla.\nIn the email, Magno writes that Tesla briefed the agency in April on an offer of a free trial of “Full Self-Driving” and emphasized that the owner's manual, user interface and a YouTube video tell humans that they have to remain vigilant and in full control of their vehicles. \nBut Magno cited seven posts or reposts by Tesla's account on X, the social media platform owned by Musk, that Magno said indicated that Full Self-Driving is capable of driving itself. \n“Tesla's X account has reposted or endorsed postings that exhibit disengaged driver behavior,” Magno wrote. “We believe that Tesla's postings conflict with its stated messaging that the driver is to maintain continued control over the dynamic driving task.\"\nThe postings may encourage drivers to see Full Self-Driving, which now has the word “supervised” next to it in Tesla materials, to view the system as a “chauffeur or robotaxi rather than a partial automation/driver assist system that requires persistent attention and intermittent intervention by the driver,” Magno wrote.\nOn April 11, for instance, Tesla reposted a story about a man who used Full Self-Driving to travel 13 miles (21 kilometers) from his home to an emergency room during a heart attack just after the free trial began on April 1. A version of Full Self-Driving helped the owner \"get to the hospital when he needed immediate medical attention,” the post said.\nIn addition, Tesla says on its website that use of Full Self-Driving and Autopilot without human supervision depends on “achieving reliability\" and regulatory approval, Magno wrote. But the statement is accompanied by a video of a man driving on local roads with his hands on his knees, with a statement that, “The person in the driver's seat is only there for legal reasons. He is not doing anything. The car is driving itself,” the email said.\nIn the letter seeking information on driving in low-visibility conditions, Magno wrote that the investigation will focus on the system's ability to perform in low-visibility conditions caused by “relatively common traffic occurrences.”\nDrivers, he wrote, may not be told by the car that they should decide where Full Self-Driving can safely operate or fully understand the capabilities of the system.\n“This investigation will consider the adequacy of feedback or information the system provides to drivers to enable them to make a decision in real time when the capability of the system has been exceeded,” Magno wrote.\nThe letter asks Tesla to describe all visual or audio warnings that drivers get that the system “is unable to detect and respond to any reduced visibility condition.”\nThe agency gave Tesla until Dec. 18 to respond to the letter, but the company can ask for an extension.\nThat means the investigation is unlikely to be finished by the time President-elect Donald Trump takes office in January, and Trump has said he would put Musk in charge of a government efficiency commission to audit agencies and eliminate fraud. Musk spent at least $119 million in a campaign to get Trump elected, and Trump has spoken against government regulations.\nAuto safety advocates fear that if Musk gains some control over NHTSA, the Full Self-Driving and other investigations into Tesla could be derailed.\nMusk even floated the idea of him helping to develop national safety standards for self-driving vehicles.\n“Of course the fox wants to build the henhouse,” said Michael Brooks, executive director of the Center for Auto Safety, a nonprofit watchdog group. \nHe added that he can't think of anyone who would agree that a business mogul should have direct involvement in regulations that affect the mogul’s companies.\n“That’s a huge problem for democracy, really,” Brooks said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368079670305088,"gmtCreate":1730903767059,"gmtModify":1730903770994,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368079670305088","repostId":"1120047029","repostType":2,"repost":{"id":"1120047029","kind":"news","pubTimestamp":1730885500,"share":"https://ttm.financial/m/news/1120047029?lang=&edition=fundamental","pubTime":"2024-11-06 17:31","market":"us","language":"en","title":"Tesla Soars as Musk’s All-In Bet on Trump Seen Reaping Rewards","url":"https://stock-news.laohu8.com/highlight/detail?id=1120047029","media":"Bloomberg","summary":"Tesla Inc. shares climbed in early trading as investors wager the carmaker run by Elon Musk will be a major beneficiary of Republican nominee Donald Trump nearing a second election to the White House.The Tesla chief executive officer was arguably the most prominent supporter of Trump this election cycle, backing Republicans with more than $130 million in spending. He also was a relentless messenger supporting the GOP and attacking Democrats on X, his social media network.“The biggest positive fr","content":"<html><head></head><body><p>Tesla Inc. shares climbed in early trading as investors wager the carmaker run by Elon Musk will be a major beneficiary of Republican nominee Donald Trump nearing a second election to the White House.</p><p style=\"text-align: start;\">The Tesla chief executive officer was arguably the most prominent supporter of Trump this election cycle, backing Republicans with more than $130 million in spending. He also was a relentless messenger supporting the GOP and attacking Democrats on X, his social media network.</p><p style=\"text-align: start;\">“The biggest positive from a Trump win would be for Tesla and Musk,” Daniel Ives, a Wedbush Securities analyst, wrote in a report on what a likely victory for the Republican would mean for technology companies. Tesla would be at a competitive advantage over other manufacturers in the event the US reduces tax incentives for electric vehicles, he said.</p><p style=\"text-align: start;\">Tesla shares rose as much as 13% shortly after 4 a.m. New York time on Wednesday. BMW AG led German carmaker stocks lower, slumping as much as 4.9% on disappointing quarterly earnings along with concern about Trump’s threats to hike tariffs on imported cars.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Soars as Musk’s All-In Bet on Trump Seen Reaping Rewards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Soars as Musk’s All-In Bet on Trump Seen Reaping Rewards\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-06 17:31 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-11-06/tesla-soars-as-musk-s-all-in-bet-on-trump-seen-reaping-rewards><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. shares climbed in early trading as investors wager the carmaker run by Elon Musk will be a major beneficiary of Republican nominee Donald Trump nearing a second election to the White House....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-06/tesla-soars-as-musk-s-all-in-bet-on-trump-seen-reaping-rewards\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-06/tesla-soars-as-musk-s-all-in-bet-on-trump-seen-reaping-rewards","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120047029","content_text":"Tesla Inc. shares climbed in early trading as investors wager the carmaker run by Elon Musk will be a major beneficiary of Republican nominee Donald Trump nearing a second election to the White House.The Tesla chief executive officer was arguably the most prominent supporter of Trump this election cycle, backing Republicans with more than $130 million in spending. He also was a relentless messenger supporting the GOP and attacking Democrats on X, his social media network.“The biggest positive from a Trump win would be for Tesla and Musk,” Daniel Ives, a Wedbush Securities analyst, wrote in a report on what a likely victory for the Republican would mean for technology companies. Tesla would be at a competitive advantage over other manufacturers in the event the US reduces tax incentives for electric vehicles, he said.Tesla shares rose as much as 13% shortly after 4 a.m. New York time on Wednesday. BMW AG led German carmaker stocks lower, slumping as much as 4.9% on disappointing quarterly earnings along with concern about Trump’s threats to hike tariffs on imported cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367818031816736,"gmtCreate":1730817178777,"gmtModify":1730817182908,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367818031816736","repostId":"1157351910","repostType":2,"repost":{"id":"1157351910","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":1730819203,"share":"https://ttm.financial/m/news/1157351910?lang=&edition=fundamental","pubTime":"2024-11-05 23:06","market":"us","language":"en","title":"S&P 500 Rises Slightly as Wall Street Awaits U.S. Presidential Election Results","url":"https://stock-news.laohu8.com/highlight/detail?id=1157351910","media":"Tiger Newspress","summary":"The S&P 500 rose slightly Tuesday ahead of a high-stakes U.S. presidential election.The latest poll from NBC News suggests the race is“neck and neck”between former President Donald Trump and Vice Pres","content":"<html><head></head><body><p style=\"text-align: start;\">The S&P 500 gained 0.8%, and the Nasdaq Composite advanced over 1%. The Dow Jones Industrial Average climbed 248 points, or about 0.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/602aaaac8b1e2e7ad5b9ebaa8295bba0\" tg-width=\"741\" tg-height=\"112\"/></p><p style=\"text-align: start;\">The latest poll from NBC News suggests the race is “neck and neck” between former President Donald Trump and Vice President Kamala Harris. Close attention also remains on which party dominates Congress, given that a sweep by Republicans or Democrats could contribute to drastic spending changes or a big revamp of tax policy. (Follow CNBC’s 2024 election live blog here.)</p><p style=\"text-align: start;\">The results could have a significant effect on where stocks end the year, but investors may want to brace for some near-term choppiness. CNBC data going back to 1980 suggests the major averages gain between Election Day and the end of the year, but typically fall in the session and week after. Uncertainty over the results could lead to even more shakiness in the market.</p><p style=\"text-align: start;\">“We’re positive on the market regardless of what happens tonight, today. We think Congress will be a divided Congress. That’s going to be the most positive thing of all,” said Alicia Levine, head of investment strategy and equities, on “Squawk Box.”</p><p style=\"text-align: start;\">Beyond the election, investors await the Federal Reserve’s November rate decision due Thursday and fresh commentary from Chair Jerome Powell on the central bank’s policy moves going forward. Traders are pricing in 98% odds of a quarter-point cut following September’s half-point reduction, according to CME Group’s FedWatch Tool.</p><p style=\"text-align: start;\">On the earnings front, Palantir popped 12% in the premarket on strong quarterly results and upbeat revenue guidance, while NXP Semiconductors fell 5% on a soft outlook due to macro concerns.</p><p style=\"text-align: start;\">Stocks finished lower in Monday’s session. The Dow slumped more than 250 points, or 0.6%. The S&P 500 and Nasdaq Composite fell about 0.3% each.</p><p style=\"text-align: start;\">The S&P 500 is already up more than 19% year to date, an unusually strong run up ahead of an election, and is within 3% of its record high.</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>S&P 500 Rises Slightly as Wall Street Awaits U.S. Presidential Election Results</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 Rises Slightly as Wall Street Awaits U.S. Presidential Election Results\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\">2024-11-05 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The S&P 500 gained 0.8%, and the Nasdaq Composite advanced over 1%. The Dow Jones Industrial Average climbed 248 points, or about 0.6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/602aaaac8b1e2e7ad5b9ebaa8295bba0\" tg-width=\"741\" tg-height=\"112\"/></p><p style=\"text-align: start;\">The latest poll from NBC News suggests the race is “neck and neck” between former President Donald Trump and Vice President Kamala Harris. Close attention also remains on which party dominates Congress, given that a sweep by Republicans or Democrats could contribute to drastic spending changes or a big revamp of tax policy. (Follow CNBC’s 2024 election live blog here.)</p><p style=\"text-align: start;\">The results could have a significant effect on where stocks end the year, but investors may want to brace for some near-term choppiness. CNBC data going back to 1980 suggests the major averages gain between Election Day and the end of the year, but typically fall in the session and week after. Uncertainty over the results could lead to even more shakiness in the market.</p><p style=\"text-align: start;\">“We’re positive on the market regardless of what happens tonight, today. We think Congress will be a divided Congress. That’s going to be the most positive thing of all,” said Alicia Levine, head of investment strategy and equities, on “Squawk Box.”</p><p style=\"text-align: start;\">Beyond the election, investors await the Federal Reserve’s November rate decision due Thursday and fresh commentary from Chair Jerome Powell on the central bank’s policy moves going forward. Traders are pricing in 98% odds of a quarter-point cut following September’s half-point reduction, according to CME Group’s FedWatch Tool.</p><p style=\"text-align: start;\">On the earnings front, Palantir popped 12% in the premarket on strong quarterly results and upbeat revenue guidance, while NXP Semiconductors fell 5% on a soft outlook due to macro concerns.</p><p style=\"text-align: start;\">Stocks finished lower in Monday’s session. The Dow slumped more than 250 points, or 0.6%. The S&P 500 and Nasdaq Composite fell about 0.3% each.</p><p style=\"text-align: start;\">The S&P 500 is already up more than 19% year to date, an unusually strong run up ahead of an election, and is within 3% of its record high.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157351910","content_text":"The S&P 500 gained 0.8%, and the Nasdaq Composite advanced over 1%. The Dow Jones Industrial Average climbed 248 points, or about 0.6%.The latest poll from NBC News suggests the race is “neck and neck” between former President Donald Trump and Vice President Kamala Harris. Close attention also remains on which party dominates Congress, given that a sweep by Republicans or Democrats could contribute to drastic spending changes or a big revamp of tax policy. (Follow CNBC’s 2024 election live blog here.)The results could have a significant effect on where stocks end the year, but investors may want to brace for some near-term choppiness. CNBC data going back to 1980 suggests the major averages gain between Election Day and the end of the year, but typically fall in the session and week after. Uncertainty over the results could lead to even more shakiness in the market.“We’re positive on the market regardless of what happens tonight, today. We think Congress will be a divided Congress. That’s going to be the most positive thing of all,” said Alicia Levine, head of investment strategy and equities, on “Squawk Box.”Beyond the election, investors await the Federal Reserve’s November rate decision due Thursday and fresh commentary from Chair Jerome Powell on the central bank’s policy moves going forward. Traders are pricing in 98% odds of a quarter-point cut following September’s half-point reduction, according to CME Group’s FedWatch Tool.On the earnings front, Palantir popped 12% in the premarket on strong quarterly results and upbeat revenue guidance, while NXP Semiconductors fell 5% on a soft outlook due to macro concerns.Stocks finished lower in Monday’s session. The Dow slumped more than 250 points, or 0.6%. The S&P 500 and Nasdaq Composite fell about 0.3% each.The S&P 500 is already up more than 19% year to date, an unusually strong run up ahead of an election, and is within 3% of its record high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367816576823560,"gmtCreate":1730816812620,"gmtModify":1730818122489,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Trump will win due the capitalist and support by the businessman who drive the US economy ","listText":"Trump will win due the capitalist and support by the businessman who drive the US economy ","text":"Trump will win due the capitalist and support by the businessman who drive the US economy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367816576823560","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367386684637400,"gmtCreate":1730735733362,"gmtModify":1730735735324,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367386684637400","repostId":"2480580585","repostType":2,"repost":{"id":"2480580585","kind":"news","pubTimestamp":1730734726,"share":"https://ttm.financial/m/news/2480580585?lang=&edition=fundamental","pubTime":"2024-11-04 23:38","market":"hk","language":"zh","title":"摩根大通警告:如果特朗普周三胜出,美联储可能最早在12月暂停宽松周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2480580585","media":"华尔街见闻","summary":"分析师David Kelly预计,特朗普政府的政策将扩大财政赤字,从而增加通胀,这可能使美联储暂停降息。而如果哈里斯获胜,美联储将维持宽松路径。","content":"<html><body><p>明天,美国总统大选开启最终投票,预计北京时间6日中午可基本敲定大选结果。</p>\n<p>周一,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师David Kelly在接受财经媒体Business Insider采访时表示,如果特朗普本周赢得美国大选,美联储最早可能在12月暂停其宽松周期。</p>\n<p>Kelly认为,特朗普的扩张性财政政策计划将推高通胀并阻止利率下降:</p>\n<blockquote>\n<p>“如果特朗普赢得大选,那么他将会采取更加扩张性的财政政策,可能引发贸易战,赤字将扩大,利率也将上升。”</p>\n</blockquote>\n<p>Kelly还表示,<strong>美联储几乎肯定会在周五利率决策中降息25个基点,即使选举在此之前举行。</strong></p>\n<h2>如果特朗普胜选,将促使美联储暂停降息</h2>\n<p>特朗普此前提出的关税提案,以及其打击移民的计划,被广泛认为会引发通货膨胀。因为这些计划将涉及大量联邦支出,从而加剧联邦预算赤字。</p>\n<p>Kelly则认为,这些政策的影响将促使美联储暂停降息。她表示:</p>\n<blockquote>\n<p>“我认为特朗普政府会研究财政政策的可能方向。如果财政政策看起来会增加赤字,增加财政刺激,增加通胀,<strong>他们可能会觉得,如果财政政策是扩张性的,我们就必须反对这种扩张,并放缓宽松政策。</strong>”</p>\n</blockquote>\n<p>另一方面,Kelly表示,<strong>如果哈里斯获胜,经济可能会继续走向软着陆。</strong></p>\n<blockquote>\n<p>“如果政府内部出现分裂,比如说哈里斯获胜,那么我认为经济将继续缓慢、长期地软着陆,整体上会显得比较平淡无奇。”</p>\n</blockquote>\n<p>Kelly认为,<strong>在这种情况下,美联储可能会坚持其预计的政策宽松路径。</strong></p>\n<h2>周五降息25个基点,板上钉钉?</h2>\n<p>Kelly表示,除非通胀再次席卷,否则美联储会继续坚持其9月公布的点阵图。当时的图表显示,<strong>预计美联储年底前将再降息50个基点,2025年将进一步放松。</strong></p>\n<p>虽然美联储独立运作,但Kelly指出,<strong>它仍然无法完全摆脱政治因素的影响,因为政治事件的发展可能会决定经济的走向。</strong></p>\n<blockquote>\n<p>“一旦美联储了解了财政政策将采取什么措施,我认为这将对他们的决策产生一定影响。他们不会试图告诉联邦政府该做什么,但他们会对联邦政府正在做的事情或联邦政府可能做的事情做出反应。”</p>\n</blockquote>\n<p>因此,他表示,<strong>美联储几乎肯定会在周五利率决策中降息25个基点,即使选举在此之前举行。</strong></p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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>摩根大通警告:如果特朗普周三胜出,美联储可能最早在12月暂停宽松周期</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{ 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}\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\">\n摩根大通警告:如果特朗普周三胜出,美联储可能最早在12月暂停宽松周期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-04 23:38 北京时间 <a href=https://wallstreetcn.com/articles/3732877><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天,美国总统大选开启最终投票,预计北京时间6日中午可基本敲定大选结果。\n周一,摩根大通分析师David Kelly在接受财经媒体Business Insider采访时表示,如果特朗普本周赢得美国大选,美联储最早可能在12月暂停其宽松周期。\nKelly认为,特朗普的扩张性财政政策计划将推高通胀并阻止利率下降:\n\n“如果特朗普赢得大选,那么他将会采取更加扩张性的财政政策,可能引发贸易战,赤字将扩大,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3732877\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/fee56085-f842-4a4f-bebb-f234fbec2c4c.jpeg","relate_stocks":{"SPY":"标普500ETF","BK4207":"综合性银行","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc 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ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","BK4559":"巴菲特持仓","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3732877","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480580585","content_text":"明天,美国总统大选开启最终投票,预计北京时间6日中午可基本敲定大选结果。\n周一,摩根大通分析师David Kelly在接受财经媒体Business Insider采访时表示,如果特朗普本周赢得美国大选,美联储最早可能在12月暂停其宽松周期。\nKelly认为,特朗普的扩张性财政政策计划将推高通胀并阻止利率下降:\n\n“如果特朗普赢得大选,那么他将会采取更加扩张性的财政政策,可能引发贸易战,赤字将扩大,利率也将上升。”\n\nKelly还表示,美联储几乎肯定会在周五利率决策中降息25个基点,即使选举在此之前举行。\n如果特朗普胜选,将促使美联储暂停降息\n特朗普此前提出的关税提案,以及其打击移民的计划,被广泛认为会引发通货膨胀。因为这些计划将涉及大量联邦支出,从而加剧联邦预算赤字。\nKelly则认为,这些政策的影响将促使美联储暂停降息。她表示:\n\n“我认为特朗普政府会研究财政政策的可能方向。如果财政政策看起来会增加赤字,增加财政刺激,增加通胀,他们可能会觉得,如果财政政策是扩张性的,我们就必须反对这种扩张,并放缓宽松政策。”\n\n另一方面,Kelly表示,如果哈里斯获胜,经济可能会继续走向软着陆。\n\n“如果政府内部出现分裂,比如说哈里斯获胜,那么我认为经济将继续缓慢、长期地软着陆,整体上会显得比较平淡无奇。”\n\nKelly认为,在这种情况下,美联储可能会坚持其预计的政策宽松路径。\n周五降息25个基点,板上钉钉?\nKelly表示,除非通胀再次席卷,否则美联储会继续坚持其9月公布的点阵图。当时的图表显示,预计美联储年底前将再降息50个基点,2025年将进一步放松。\n虽然美联储独立运作,但Kelly指出,它仍然无法完全摆脱政治因素的影响,因为政治事件的发展可能会决定经济的走向。\n\n“一旦美联储了解了财政政策将采取什么措施,我认为这将对他们的决策产生一定影响。他们不会试图告诉联邦政府该做什么,但他们会对联邦政府正在做的事情或联邦政府可能做的事情做出反应。”\n\n因此,他表示,美联储几乎肯定会在周五利率决策中降息25个基点,即使选举在此之前举行。风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367495403835424,"gmtCreate":1730735665874,"gmtModify":1730735669403,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367495403835424","repostId":"2480587470","repostType":2,"repost":{"id":"2480587470","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":1730734371,"share":"https://ttm.financial/m/news/2480587470?lang=&edition=fundamental","pubTime":"2024-11-04 23:32","market":"us","language":"zh","title":"伯克希尔哈撒韦公司公布截至 9 月 30 日的季度业绩 - 盈利摘要","url":"https://stock-news.laohu8.com/highlight/detail?id=2480587470","media":"Reuters","summary":" * 伯克希尔哈撒韦公司 公布的截至9月30日的季度调整后每股收益为7023.01美元,低于去年同期的每股收益7437.15美元。华尔街预期为每股收益 6,780.00 美元至 8,651.69 美元。* 营收同比下降 0.2%,至 930.00 亿美元;分析师预期为 978.1 亿美元。* 伯克希尔哈撒韦公司公布的本季度每股收益为 18,272.00 美元。* 公司报告的季度净收入为 262.5 亿美元。* 伯克希尔-哈撒韦公司股价本季度下跌了 1.9%,今年迄今为止上涨了 24.9%。华尔街对伯克希尔哈撒韦公司 12 个月目标价的中位数为 750,000.00 美元。","content":"<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> * <a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司 公布的截至9月30日的季度调整后每股收益为7023.01美元,低于去年同期的每股收益7437.15美元。 三位分析师对该季度的平均预期为每股收益 7,610.56 美元。华尔街预期为每股收益 6,780.00 美元至 8,651.69 美元。</p><p> * 营收同比下降 0.2%,至 930.00 亿美元;分析师预期为 978.1 亿美元。 </p><p> * 伯克希尔哈撒韦公司公布的本季度每股收益为 18,272.00 美元。</p><p> * 公司报告的季度净收入为 262.5 亿美元。</p><p> * 伯克希尔-哈撒韦公司股价本季度下跌了 1.9%,今年迄今为止上涨了 24.9%。</p><p> 11月4日 - 预测变化</p><p> * 在过去三个月中,分析师的平均盈利预期上升了约 4.3%。 </p><p> * 在过去 30 天内,盈利预测没有出现负面修正。</p><p>建议</p><p> * 目前,分析师对该公司股票的平均评级为 \"持有\",建议细分为 1 个 \"强烈买入 \"或 \"买入\",2 个 \"持有\",没有 \"卖出 \"或 \"强烈卖出\"。 </p><p> * 消费品集团同行的平均一致建议也是 \"持有\"。</p><p>华尔街对伯克希尔哈撒韦公司 12 个月目标价的中位数为 750,000.00 美元。 本摘要由 LSEG 11 月 4 日 03:32 p.m. UTC 数据机器生成。除非另有说明,所有数据均以美元为单位。(如对本报告中的数据有任何疑问,请联系 Estimates.Support@lseg.com。如有任何其他问题或反馈,请联系 RefinitivNewsSupport@thomsonreuters.com。) 季度末 预计 实际 超过、达到</p><p> 、未达到</p><p>2024 年 9 月 30 7.6.1 万 7.2 万 错过</p><p>日 </p><p>2024 年 6 月 30 6.46 千 8.7 千 未中</p><p>日 </p><p>2024 年 3 月 31 6.8 万 7.8 万 节拍</p><p>日 </p><p>2023 年 12 月 31 5.47 千 5.8.8 万 节拍</p><p> 日 </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>伯克希尔哈撒韦公司公布截至 9 月 30 日的季度业绩 - 盈利摘要</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{ 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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\">\n伯克希尔哈撒韦公司公布截至 9 月 30 日的季度业绩 - 盈利摘要\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\">2024-11-04 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> * <a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司 公布的截至9月30日的季度调整后每股收益为7023.01美元,低于去年同期的每股收益7437.15美元。 三位分析师对该季度的平均预期为每股收益 7,610.56 美元。华尔街预期为每股收益 6,780.00 美元至 8,651.69 美元。</p><p> * 营收同比下降 0.2%,至 930.00 亿美元;分析师预期为 978.1 亿美元。 </p><p> * 伯克希尔哈撒韦公司公布的本季度每股收益为 18,272.00 美元。</p><p> * 公司报告的季度净收入为 262.5 亿美元。</p><p> * 伯克希尔-哈撒韦公司股价本季度下跌了 1.9%,今年迄今为止上涨了 24.9%。</p><p> 11月4日 - 预测变化</p><p> * 在过去三个月中,分析师的平均盈利预期上升了约 4.3%。 </p><p> * 在过去 30 天内,盈利预测没有出现负面修正。</p><p>建议</p><p> * 目前,分析师对该公司股票的平均评级为 \"持有\",建议细分为 1 个 \"强烈买入 \"或 \"买入\",2 个 \"持有\",没有 \"卖出 \"或 \"强烈卖出\"。 </p><p> * 消费品集团同行的平均一致建议也是 \"持有\"。</p><p>华尔街对伯克希尔哈撒韦公司 12 个月目标价的中位数为 750,000.00 美元。 本摘要由 LSEG 11 月 4 日 03:32 p.m. UTC 数据机器生成。除非另有说明,所有数据均以美元为单位。(如对本报告中的数据有任何疑问,请联系 Estimates.Support@lseg.com。如有任何其他问题或反馈,请联系 RefinitivNewsSupport@thomsonreuters.com。) 季度末 预计 实际 超过、达到</p><p> 、未达到</p><p>2024 年 9 月 30 7.6.1 万 7.2 万 错过</p><p>日 </p><p>2024 年 6 月 30 6.46 千 8.7 千 未中</p><p>日 </p><p>2024 年 3 月 31 6.8 万 7.8 万 节拍</p><p>日 </p><p>2023 年 12 月 31 5.47 千 5.8.8 万 节拍</p><p> 日 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BRK.B":"伯克希尔B","BK4176":"多领域控股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480587470","content_text":"((自动化翻译由路透提供,请见免责声明 )) * 伯克希尔哈撒韦公司 公布的截至9月30日的季度调整后每股收益为7023.01美元,低于去年同期的每股收益7437.15美元。 三位分析师对该季度的平均预期为每股收益 7,610.56 美元。华尔街预期为每股收益 6,780.00 美元至 8,651.69 美元。 * 营收同比下降 0.2%,至 930.00 亿美元;分析师预期为 978.1 亿美元。 * 伯克希尔哈撒韦公司公布的本季度每股收益为 18,272.00 美元。 * 公司报告的季度净收入为 262.5 亿美元。 * 伯克希尔-哈撒韦公司股价本季度下跌了 1.9%,今年迄今为止上涨了 24.9%。 11月4日 - 预测变化 * 在过去三个月中,分析师的平均盈利预期上升了约 4.3%。 * 在过去 30 天内,盈利预测没有出现负面修正。建议 * 目前,分析师对该公司股票的平均评级为 \"持有\",建议细分为 1 个 \"强烈买入 \"或 \"买入\",2 个 \"持有\",没有 \"卖出 \"或 \"强烈卖出\"。 * 消费品集团同行的平均一致建议也是 \"持有\"。华尔街对伯克希尔哈撒韦公司 12 个月目标价的中位数为 750,000.00 美元。 本摘要由 LSEG 11 月 4 日 03:32 p.m. UTC 数据机器生成。除非另有说明,所有数据均以美元为单位。(如对本报告中的数据有任何疑问,请联系 Estimates.Support@lseg.com。如有任何其他问题或反馈,请联系 RefinitivNewsSupport@thomsonreuters.com。) 季度末 预计 实际 超过、达到 、未达到2024 年 9 月 30 7.6.1 万 7.2 万 错过日 2024 年 6 月 30 6.46 千 8.7 千 未中日 2024 年 3 月 31 6.8 万 7.8 万 节拍日 2023 年 12 月 31 5.47 千 5.8.8 万 节拍 日","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363519059701824,"gmtCreate":1729776221026,"gmtModify":1729776224992,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363519059701824","repostId":"2477691805","repostType":2,"repost":{"id":"2477691805","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":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1729716074,"share":"https://ttm.financial/m/news/2477691805?lang=&edition=fundamental","pubTime":"2024-10-24 04:41","market":"us","language":"en","title":"Tesla Surprises with Forecasts for Sales and Deliveries, Shares Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2477691805","media":"Reuters","summary":"Tesla (NASDAQ:TSLA) reported quarterly earnings of $0.72 per share which beat the analyst consensus estimate of $0.58 by 24.14 percent. The company reported quarterly sales of $25.182 billion which missed the analyst","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&rndata=%7B%22liveId%22:%221813034379199568%22,%22type%22:2%7D\" title=\"Live: Tesla 2024Q3 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Tesla 2024Q3 Earnings Conference Call</a>]</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95e48a427dd8470d7012a08dd3e24021\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Tesla CEO Elon Musk said on Wednesday that he expects 20% to 30% vehicle growth next year, sending the company's shares up 12% in post-market trading.</p><p>The company's quarterly report earlier in the day reassured Wall Street that the EV maker was improving at its core business of making and selling electric vehicles, reducing concerns about when it could produce new models including a robotaxi.</p><p>The company handily beat third-quarter profit expectations and investors welcomed a forecast for "slight growth" in auto deliveries this year, surpassing the 1.8 million vehicles it delivered in 2023.</p><p>Shares of Tesla surged 12% during the company's quarterly conference call after the bell, adding about $80 billion in stock market value. The stock dropped 2% during Wednesday's trading session.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92083801fa0fef115ec4dd78da9a6283\" title=\"\" tg-width=\"849\" tg-height=\"831\"/></p><p>"Despite sustained macroeconomic headwinds and others pulling back on EV investments, we remain focused on expanding our vehicle and energy product lineup, reducing costs and making critical investments in AI projects and production capacity," Tesla said in a statement.</p><p>Musk has been focused on transforming Tesla from a pure-play EV maker to a leading force in autonomous driving and artificial intelligence. But the company's robotaxi event earlier this month left investors desiring more details on how the company plans to do so.</p><p>Investors slammed shares the next day, punishing Tesla for the conspicuous absence of a concrete business plan. This month Tesla's stock has tumbled nearly 20% and Wednesday's report card and forecast will offer shareholders some respite.</p><p>"The improving numbers across the board signal the company may have finally found a nice sweet spot for the pricing-versus-production-costs equation, which has been the main issue for stock performance since last year," said Thomas Monteiro, senior analyst at Investing.com. "The report also diminishes the urgency for a cheaper model."</p><p>The EV giant said that the labor and material costs of making vehicles, known as the cost of goods sold per vehicle, dropped to its lowest level ever, about $35,100. Adjusted profit of 72 cents per share in the third quarter beat an average estimate of 58 cents.</p><p>Prices of raw materials used to make EV batteries have been falling and Tesla has said its costs will decline as a result this year, with the effect diminishing over time.</p><p>Its third-quarter profit margin from vehicle sales, excluding regulatory credits, grew to 17.05% from 14.6% in the prior three-month period, according to Reuters calculations.</p><p>Wall Street had expected the figure to be 14.9%, according to 24 analysts polled by Visible Alpha.</p><h2 id=\"id_876749948\" style=\"text-align: start;\">INCENTIVES</h2><p>Tesla has already delivered 1.29 million vehicles in the first nine months of this year. It needs to hand over another 514,925 vehicles to beat last year's record.</p><p>The company said earlier this month that its September-quarter deliveries grew by more than 6% on a year-over-year basis, marking the first quarter of growth after a decline in the January-June period.</p><p>On Wednesday, it said it recognized its second-highest quarter of regulatory credit revenue. This metric was up 33% year-over-year to $739 million, but down from $890 million in the second quarter.</p><p>The company slashed prices last year, leading to a sharp decline in profit margins. This spring, it shifted its strategy to offering cheaper financing options and discounts that analysts have said could slow its margin bleed over the coming quarters.</p><p>"The fear going into results was that the huge incentives effort to push volumes into the tough EV market would materially dent margins – that doesn’t look the be the case," said Matt Britzman, a senior equity analyst at Hargreaves Lansdown who also personally owns Tesla shares.</p><p>Revenue for the July-September quarter was $25.18 billion, compared with estimates of $25.37 billion, according to data compiled by LSEG. It reported sales of $23.35 billion in the corresponding quarter of 2023.</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>Tesla Surprises with Forecasts for Sales and Deliveries, Shares Jump</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Surprises with Forecasts for Sales and Deliveries, Shares Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-10-24 04:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&rndata=%7B%22liveId%22:%221813034379199568%22,%22type%22:2%7D\" title=\"Live: Tesla 2024Q3 Earnings Conference Call\" target=\"_blank\" class=\"\">Live: Tesla 2024Q3 Earnings Conference Call</a>]</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95e48a427dd8470d7012a08dd3e24021\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Tesla CEO Elon Musk said on Wednesday that he expects 20% to 30% vehicle growth next year, sending the company's shares up 12% in post-market trading.</p><p>The company's quarterly report earlier in the day reassured Wall Street that the EV maker was improving at its core business of making and selling electric vehicles, reducing concerns about when it could produce new models including a robotaxi.</p><p>The company handily beat third-quarter profit expectations and investors welcomed a forecast for "slight growth" in auto deliveries this year, surpassing the 1.8 million vehicles it delivered in 2023.</p><p>Shares of Tesla surged 12% during the company's quarterly conference call after the bell, adding about $80 billion in stock market value. The stock dropped 2% during Wednesday's trading session.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92083801fa0fef115ec4dd78da9a6283\" title=\"\" tg-width=\"849\" tg-height=\"831\"/></p><p>"Despite sustained macroeconomic headwinds and others pulling back on EV investments, we remain focused on expanding our vehicle and energy product lineup, reducing costs and making critical investments in AI projects and production capacity," Tesla said in a statement.</p><p>Musk has been focused on transforming Tesla from a pure-play EV maker to a leading force in autonomous driving and artificial intelligence. But the company's robotaxi event earlier this month left investors desiring more details on how the company plans to do so.</p><p>Investors slammed shares the next day, punishing Tesla for the conspicuous absence of a concrete business plan. This month Tesla's stock has tumbled nearly 20% and Wednesday's report card and forecast will offer shareholders some respite.</p><p>"The improving numbers across the board signal the company may have finally found a nice sweet spot for the pricing-versus-production-costs equation, which has been the main issue for stock performance since last year," said Thomas Monteiro, senior analyst at Investing.com. "The report also diminishes the urgency for a cheaper model."</p><p>The EV giant said that the labor and material costs of making vehicles, known as the cost of goods sold per vehicle, dropped to its lowest level ever, about $35,100. Adjusted profit of 72 cents per share in the third quarter beat an average estimate of 58 cents.</p><p>Prices of raw materials used to make EV batteries have been falling and Tesla has said its costs will decline as a result this year, with the effect diminishing over time.</p><p>Its third-quarter profit margin from vehicle sales, excluding regulatory credits, grew to 17.05% from 14.6% in the prior three-month period, according to Reuters calculations.</p><p>Wall Street had expected the figure to be 14.9%, according to 24 analysts polled by Visible Alpha.</p><h2 id=\"id_876749948\" style=\"text-align: start;\">INCENTIVES</h2><p>Tesla has already delivered 1.29 million vehicles in the first nine months of this year. It needs to hand over another 514,925 vehicles to beat last year's record.</p><p>The company said earlier this month that its September-quarter deliveries grew by more than 6% on a year-over-year basis, marking the first quarter of growth after a decline in the January-June period.</p><p>On Wednesday, it said it recognized its second-highest quarter of regulatory credit revenue. This metric was up 33% year-over-year to $739 million, but down from $890 million in the second quarter.</p><p>The company slashed prices last year, leading to a sharp decline in profit margins. This spring, it shifted its strategy to offering cheaper financing options and discounts that analysts have said could slow its margin bleed over the coming quarters.</p><p>"The fear going into results was that the huge incentives effort to push volumes into the tough EV market would materially dent margins – that doesn’t look the be the case," said Matt Britzman, a senior equity analyst at Hargreaves Lansdown who also personally owns Tesla shares.</p><p>Revenue for the July-September quarter was $25.18 billion, compared with estimates of $25.37 billion, according to data compiled by LSEG. It reported sales of $23.35 billion in the corresponding quarter of 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/earnings/24/10/41500265/tesla-q3-2024-adj-eps-0-72-beats-0-58-estimate-sales-25-182b-miss-25-373b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2477691805","content_text":"[Live: Tesla 2024Q3 Earnings Conference Call]Tesla CEO Elon Musk said on Wednesday that he expects 20% to 30% vehicle growth next year, sending the company's shares up 12% in post-market trading.The company's quarterly report earlier in the day reassured Wall Street that the EV maker was improving at its core business of making and selling electric vehicles, reducing concerns about when it could produce new models including a robotaxi.The company handily beat third-quarter profit expectations and investors welcomed a forecast for \"slight growth\" in auto deliveries this year, surpassing the 1.8 million vehicles it delivered in 2023.Shares of Tesla surged 12% during the company's quarterly conference call after the bell, adding about $80 billion in stock market value. The stock dropped 2% during Wednesday's trading session.\"Despite sustained macroeconomic headwinds and others pulling back on EV investments, we remain focused on expanding our vehicle and energy product lineup, reducing costs and making critical investments in AI projects and production capacity,\" Tesla said in a statement.Musk has been focused on transforming Tesla from a pure-play EV maker to a leading force in autonomous driving and artificial intelligence. But the company's robotaxi event earlier this month left investors desiring more details on how the company plans to do so.Investors slammed shares the next day, punishing Tesla for the conspicuous absence of a concrete business plan. This month Tesla's stock has tumbled nearly 20% and Wednesday's report card and forecast will offer shareholders some respite.\"The improving numbers across the board signal the company may have finally found a nice sweet spot for the pricing-versus-production-costs equation, which has been the main issue for stock performance since last year,\" said Thomas Monteiro, senior analyst at Investing.com. \"The report also diminishes the urgency for a cheaper model.\"The EV giant said that the labor and material costs of making vehicles, known as the cost of goods sold per vehicle, dropped to its lowest level ever, about $35,100. Adjusted profit of 72 cents per share in the third quarter beat an average estimate of 58 cents.Prices of raw materials used to make EV batteries have been falling and Tesla has said its costs will decline as a result this year, with the effect diminishing over time.Its third-quarter profit margin from vehicle sales, excluding regulatory credits, grew to 17.05% from 14.6% in the prior three-month period, according to Reuters calculations.Wall Street had expected the figure to be 14.9%, according to 24 analysts polled by Visible Alpha.INCENTIVESTesla has already delivered 1.29 million vehicles in the first nine months of this year. It needs to hand over another 514,925 vehicles to beat last year's record.The company said earlier this month that its September-quarter deliveries grew by more than 6% on a year-over-year basis, marking the first quarter of growth after a decline in the January-June period.On Wednesday, it said it recognized its second-highest quarter of regulatory credit revenue. This metric was up 33% year-over-year to $739 million, but down from $890 million in the second quarter.The company slashed prices last year, leading to a sharp decline in profit margins. This spring, it shifted its strategy to offering cheaper financing options and discounts that analysts have said could slow its margin bleed over the coming quarters.\"The fear going into results was that the huge incentives effort to push volumes into the tough EV market would materially dent margins – that doesn’t look the be the case,\" said Matt Britzman, a senior equity analyst at Hargreaves Lansdown who also personally owns Tesla shares.Revenue for the July-September quarter was $25.18 billion, compared with estimates of $25.37 billion, according to data compiled by LSEG. It reported sales of $23.35 billion in the corresponding quarter of 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363130593857848,"gmtCreate":1729697546115,"gmtModify":1729697549751,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> Strong fundamentals, valueble stock to keep for long term ","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> Strong fundamentals, valueble stock to keep for long term ","text":"$Tesla Motors(TSLA)$ Strong fundamentals, valueble stock to keep for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363130593857848","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362745756328000,"gmtCreate":1729602850129,"gmtModify":1729602854172,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362745756328000","repostId":"1158164883","repostType":2,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362279262158880,"gmtCreate":1729467041016,"gmtModify":1729467044608,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362279262158880","repostId":"1152302827","repostType":2,"repost":{"id":"1152302827","kind":"news","pubTimestamp":1729466620,"share":"https://ttm.financial/m/news/1152302827?lang=&edition=fundamental","pubTime":"2024-10-21 07:23","market":"hk","language":"zh","title":"如此卖命支持特朗普,马斯克究竟想要什么回报?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152302827","media":" 有槽","summary":"《大西洋月刊》撰文进行了分析。硅谷还有很多大佬跟特朗普站在一起,但马斯克才是那个最有机会实现终极科技独裁梦想的人。马斯克支持特朗普,几乎可以肯定是出于他对自身利益的精明考虑。据统计,特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。在特斯拉,马斯克给自己取了个“科技之王”的称号。","content":"<html><head></head><body><p>马斯克目前正在疯狂为特朗普助选,除了捐款7500万美元外,他还组织了一个两千人的团队在摇摆州挨家挨户扫票,他甚至承诺每天从宾夕法尼亚州选民随机抽出一人,给予其100万美元。在美国历史上,从未有一个资本家与总统候选人如此紧密地捆绑,他的目的究竟什么? </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ef2b8c66468654189c90083f2bdeb5\" title=\"\" tg-width=\"1080\" tg-height=\"702\"/></p><p style=\"text-align: justify;\">在埃隆·马斯克眼中,特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫,那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起,更别提这还是一个百年一遇的商业机会。</p><p style=\"text-align: justify;\">硅谷还有很多大佬跟特朗普站在一起,但马斯克才是那个最有机会实现终极科技独裁梦想的人。凭借他的影响力,他有望掌控国家,不只是为了赚钱。</p><p style=\"text-align: justify;\">马斯克和特朗普的关系,就像一本活生生的《阿特拉斯耸耸肩》,特朗普打算直接邀请马斯克进政府,扮演那个可以按照自己想法重新设计美国和美国人生活的阿特拉斯。</p><blockquote><p>注:《阿特拉斯耸耸肩》(Atlas Shrugged)是美国作家安·兰德(Ayn Rand)于1957年出版的一部小说。讲述了一群才华横溢的企业家和创造者在面对政府干预和过度监管的情况下,决定退出社会,建立自己的新世界。</p><p>书名中的“阿特拉斯”是指希腊神话中背负天穹的巨人阿特拉斯,隐喻那些支撑社会运转的优秀个人。当他们“耸耸肩”放下重担时,整个社会就会陷入瘫痪。</p></blockquote><p style=\"text-align: justify;\">马斯克对这个梦想的追求,早就超越了亿万富翁的小打小闹。他已经搬到宾夕法尼亚,亲自负责特朗普在那里的拉票工作。为此,他从自己的公司调来了顶尖人才,还打算砸下5亿美元。而这还不算上他用自己的名气为特朗普站台的价值,以及他把X(原推特)变成特朗普竞选非官方宣传平台。</p><p style=\"text-align: justify;\">马斯克起初对特朗普是持怀疑态度的——其实他一开始支持的是佛罗里达州长德桑蒂斯。只是渐渐地,他变成了一个公开、狂热的MAGA信徒。他对特朗普的态度,跟他对人工智能的看法有点相似。一方面,AI可能会毁灭人类;但另一方面,这趋势无法避免,而如果被一个天才工程师掌控,它可能会带来辉煌,甚至是拯救的机会。</p><p style=\"text-align: justify;\">马斯克支持特朗普,几乎可以肯定是出于他对自身利益的精明考虑。像很多推崇自由主义的亿万富翁一样,他把政府变成了自己的大金库。他的公司SpaceX靠着和各类政府机构以及五角大楼的合同赚钱,甚至接手了NASA的一些核心任务。特斯拉则依靠电动车的税收优惠和充电站的补贴发展壮大。</p><p style=\"text-align: justify;\">据统计,特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。但这还只是他“试水”的商业计划。《华尔街日报》透露,SpaceX还在为“国家安全客户”设计一系列新产品。</p><p style=\"text-align: justify;\">马斯克才刚刚开始挖掘政府这块赚钱的潜力,而特朗普正是他的理想人选。特朗普一向喜欢重赏那些对他忠诚的人,不管是对他低头的外国领导人,还是那些在他度假村办活动的支持者。</p><p style=\"text-align: justify;\">别的总统可能会被各种规矩束缚,但特朗普却无所谓。在他第一个任期里,他发现自己的党派根本不会因为他的越界行为惩罚他。</p><p style=\"text-align: justify;\">在不断变化的“特朗普圈子”里,没有哪个支持者或亲信能比得上马斯克的筹码。如果特朗普赢了,很可能是靠微弱的投票优势,而马斯克可以自夸是那个决定胜负的关键因素。</p><p style=\"text-align: justify;\">不难想象马斯克会怎么利用这段联盟关系。特朗普已经说了,要让他负责一个提高政府效率的委员会,或者用特朗普的话说,马斯克会是“削减成本的大臣”。</p><p style=\"text-align: justify;\">SpaceX就是个样板:马斯克会主张把政府私有化,把国家的事情外包给灵活的企业家和聪明的技术人员。这也就意味着他的公司会有更多机会拿下巨额合同。</p><p style=\"text-align: justify;\">所以,当特朗普吹嘘说马斯克会在他任期内把火箭送上火星时,他可不是在想象什么新的阿波罗计划,而是在打算给SpaceX开出美国政府史上最大的一张支票——让世界上最有钱的人变得更有钱。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b17e439ac8db8789072bf4b4dd07885d\" title=\"\" tg-width=\"814\" tg-height=\"451\"/></p><p style=\"text-align: justify;\">当然,这可能只是吹吹牛而已。但这和右翼对特朗普第二任期的整体计划完全对得上号,那就是削弱联邦政府——砍掉一大批政治中立的公务员,甚至整个内阁部门和机构。这种大刀阔斧的变革,正好符合马斯克那种把自己当成人类历史关键角色的宏大想法。</p><p style=\"text-align: justify;\">这可不是什么普通的寡头政治,而是硅谷那种自我至上和社会达尔文主义的极致体现——他们觉得,把权力集中在天才手里才是最理想的社会模式。</p><p style=\"text-align: justify;\">正如彼得·蒂尔说的,“竞争是失败者的游戏。”在这种世界观里,限制权力也是“失败者的游戏”。</p><p style=\"text-align: justify;\">靠着这些政府合同和他的内部影响力,马斯克会在国家安全体系中扎得更深。</p><p style=\"text-align: justify;\">他已经拿到了一份价值18亿美元的机密合同,是和国家侦察局(National Reconnaissance Office,简称NRO,负责从太空进行情报收集)签的,通过SpaceX的一个部门Starshield完成。他还为军方提供通信网络。在政府面对AI未来和太空商业化的关键决策时,他的想法将会很有影响力。</p><p style=\"text-align: justify;\">在特斯拉,马斯克给自己取了个“科技之王”的称号。这个名字听起来有点像玩笑,也有点偏执,正好反映了其中的危险。按照特朗普的做法,他完全不用剥离自己的公司,甚至包括他的社交媒体平台。</p><p style=\"text-align: justify;\">在一个无视批评的政府里,他不用担心国会监督,可以轻松忽视任何质疑他的人。在所有特朗普第二任期可能带来的风险中,这也许是最让人担心的一个。</p></body></html>","source":"lsy1729466584149","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>如此卖命支持特朗普,马斯克究竟想要什么回报?</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; 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.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\">\n如此卖命支持特朗普,马斯克究竟想要什么回报?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-21 07:23 北京时间 <a href=https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw><strong> 有槽</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克目前正在疯狂为特朗普助选,除了捐款7500万美元外,他还组织了一个两千人的团队在摇摆州挨家挨户扫票,他甚至承诺每天从宾夕法尼亚州选民随机抽出一人,给予其100万美元。在美国历史上,从未有一个资本家与总统候选人如此紧密地捆绑,他的目的究竟什么? 在埃隆·马斯克眼中,特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫,那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/63ef2b8c66468654189c90083f2bdeb5","relate_stocks":{"TSLA":"特斯拉","DJT":"特朗普媒体科技集团"},"source_url":"https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152302827","content_text":"马斯克目前正在疯狂为特朗普助选,除了捐款7500万美元外,他还组织了一个两千人的团队在摇摆州挨家挨户扫票,他甚至承诺每天从宾夕法尼亚州选民随机抽出一人,给予其100万美元。在美国历史上,从未有一个资本家与总统候选人如此紧密地捆绑,他的目的究竟什么? 在埃隆·马斯克眼中,特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫,那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起,更别提这还是一个百年一遇的商业机会。硅谷还有很多大佬跟特朗普站在一起,但马斯克才是那个最有机会实现终极科技独裁梦想的人。凭借他的影响力,他有望掌控国家,不只是为了赚钱。马斯克和特朗普的关系,就像一本活生生的《阿特拉斯耸耸肩》,特朗普打算直接邀请马斯克进政府,扮演那个可以按照自己想法重新设计美国和美国人生活的阿特拉斯。注:《阿特拉斯耸耸肩》(Atlas Shrugged)是美国作家安·兰德(Ayn Rand)于1957年出版的一部小说。讲述了一群才华横溢的企业家和创造者在面对政府干预和过度监管的情况下,决定退出社会,建立自己的新世界。书名中的“阿特拉斯”是指希腊神话中背负天穹的巨人阿特拉斯,隐喻那些支撑社会运转的优秀个人。当他们“耸耸肩”放下重担时,整个社会就会陷入瘫痪。马斯克对这个梦想的追求,早就超越了亿万富翁的小打小闹。他已经搬到宾夕法尼亚,亲自负责特朗普在那里的拉票工作。为此,他从自己的公司调来了顶尖人才,还打算砸下5亿美元。而这还不算上他用自己的名气为特朗普站台的价值,以及他把X(原推特)变成特朗普竞选非官方宣传平台。马斯克起初对特朗普是持怀疑态度的——其实他一开始支持的是佛罗里达州长德桑蒂斯。只是渐渐地,他变成了一个公开、狂热的MAGA信徒。他对特朗普的态度,跟他对人工智能的看法有点相似。一方面,AI可能会毁灭人类;但另一方面,这趋势无法避免,而如果被一个天才工程师掌控,它可能会带来辉煌,甚至是拯救的机会。马斯克支持特朗普,几乎可以肯定是出于他对自身利益的精明考虑。像很多推崇自由主义的亿万富翁一样,他把政府变成了自己的大金库。他的公司SpaceX靠着和各类政府机构以及五角大楼的合同赚钱,甚至接手了NASA的一些核心任务。特斯拉则依靠电动车的税收优惠和充电站的补贴发展壮大。据统计,特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。但这还只是他“试水”的商业计划。《华尔街日报》透露,SpaceX还在为“国家安全客户”设计一系列新产品。马斯克才刚刚开始挖掘政府这块赚钱的潜力,而特朗普正是他的理想人选。特朗普一向喜欢重赏那些对他忠诚的人,不管是对他低头的外国领导人,还是那些在他度假村办活动的支持者。别的总统可能会被各种规矩束缚,但特朗普却无所谓。在他第一个任期里,他发现自己的党派根本不会因为他的越界行为惩罚他。在不断变化的“特朗普圈子”里,没有哪个支持者或亲信能比得上马斯克的筹码。如果特朗普赢了,很可能是靠微弱的投票优势,而马斯克可以自夸是那个决定胜负的关键因素。不难想象马斯克会怎么利用这段联盟关系。特朗普已经说了,要让他负责一个提高政府效率的委员会,或者用特朗普的话说,马斯克会是“削减成本的大臣”。SpaceX就是个样板:马斯克会主张把政府私有化,把国家的事情外包给灵活的企业家和聪明的技术人员。这也就意味着他的公司会有更多机会拿下巨额合同。所以,当特朗普吹嘘说马斯克会在他任期内把火箭送上火星时,他可不是在想象什么新的阿波罗计划,而是在打算给SpaceX开出美国政府史上最大的一张支票——让世界上最有钱的人变得更有钱。当然,这可能只是吹吹牛而已。但这和右翼对特朗普第二任期的整体计划完全对得上号,那就是削弱联邦政府——砍掉一大批政治中立的公务员,甚至整个内阁部门和机构。这种大刀阔斧的变革,正好符合马斯克那种把自己当成人类历史关键角色的宏大想法。这可不是什么普通的寡头政治,而是硅谷那种自我至上和社会达尔文主义的极致体现——他们觉得,把权力集中在天才手里才是最理想的社会模式。正如彼得·蒂尔说的,“竞争是失败者的游戏。”在这种世界观里,限制权力也是“失败者的游戏”。靠着这些政府合同和他的内部影响力,马斯克会在国家安全体系中扎得更深。他已经拿到了一份价值18亿美元的机密合同,是和国家侦察局(National Reconnaissance Office,简称NRO,负责从太空进行情报收集)签的,通过SpaceX的一个部门Starshield完成。他还为军方提供通信网络。在政府面对AI未来和太空商业化的关键决策时,他的想法将会很有影响力。在特斯拉,马斯克给自己取了个“科技之王”的称号。这个名字听起来有点像玩笑,也有点偏执,正好反映了其中的危险。按照特朗普的做法,他完全不用剥离自己的公司,甚至包括他的社交媒体平台。在一个无视批评的政府里,他不用担心国会监督,可以轻松忽视任何质疑他的人。在所有特朗普第二任期可能带来的风险中,这也许是最让人担心的一个。","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362144617447608,"gmtCreate":1729434088024,"gmtModify":1729434091912,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362144617447608","repostId":"2476085195","repostType":2,"repost":{"id":"2476085195","kind":"news","pubTimestamp":1729412584,"share":"https://ttm.financial/m/news/2476085195?lang=&edition=fundamental","pubTime":"2024-10-20 16:23","market":"us","language":"zh","title":"环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=2476085195","media":"新华财经","summary":"下周大型科技公司财报季开幕,特斯拉将率先登场,与此同时,美国大选进入最后阶段,“特朗普交易”会否持续也是市场关注的焦点。前四季度特斯拉股价当日变动约为11.5%。过去一个月,与特朗普交易挂钩最直接的特朗普媒体集团的股价上涨超90%,比特币价格上涨16%。","content":"<html><body><article><p>新华财经上海10月20日电(葛<a href=\"https://laohu8.com/S/GRMN\">佳明</a>) 本周(10月14日-18日),市场通过加密货币、<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>和“特朗普概念”股等方式使得沉寂许久的“特朗普交易”重燃,同时金价也创出了历史新高。</p><p>美股方面,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数和道指本周盘中再创历史新高,道指累涨0.96%,标普500指数全周累涨0.85%,纳指累涨0.80%,为连续第六周上涨,罗素2000小盘股本周涨幅达到1.94%。</p><p>欧股方面,欧洲央行宣布年内第三次降息,将关键<span>利率</span>均下调25个基点。欧洲STOXX 600指数全周累涨0.58%;</p><p>德国DAX指数全周累涨1.46%;法国CAC股指全周累涨0.46%;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数全周累涨1.27%。</p><p>亚洲股市方面,日经225指数全周累跌1.58%;印度SENSEX30指数全周累跌0.19%;越南胡志明指数累跌0.23%;韩国综合指数跌0.12%。</p><p>美元指数震荡走高,本周累计涨约0.5%,报103.46,非美货币方面,美元兑日元一度重回150,市场关注日本当局的干预风险,日本财务省财务官三村淳称其正在密切观察外汇市场形势。</p><p>大宗商品方面,国际油价本周持续下挫,市场对原油供应冲击担忧缓解,叠加OPEC连续第三个月下调今明两年石油需求增长的预期,油价维持在两周低位附近。WTI原油本周累跌超8%,布伦特原油跌超7%。</p><p>现货黄金并未受到美元走高的冲击,10月以来美元和黄金同步上涨,现货黄金突破2720美元/盎司,全周累涨约2.4%,再度创下历史新高;纽约商品交易所(COMEX)黄金主力合约本周累计上涨2.28%。</p><p>现货白银价格本周累涨6.83%,接连升破32和33美元两道关口至近十二年高位;纽约商品交易所(COMEX)白银主力合约全周累涨6.83%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241020162305237v20623vwjufsr5j\"/><p>下周(10月21日-25日)大型科技公司财报季开幕,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将率先登场,与此同时,美国大选进入最后阶段,“特朗普交易”会否持续也是市场关注的焦点。</p><p><strong>美股科技股财报拉开序幕</strong></p><p>当地时间10月23日美股盘后,特斯拉即将公布2024财年第三季度业绩,当前分析师预期,特斯拉三季度将实现营收256.74亿美元,同比上涨9.95%;预计<span>每股收益</span>(EPS)0.5美元,同比减少5.96%。</p><p>今年特斯拉二季度财报显示,其二季度的毛利率为18.2%,较第一季度的19.3%下滑了1.1个百分点,低于市场预期的18.8%,特斯拉上一季度实现总营收同比增长近2.3%,重回正增长的轨迹,高于市场预期。但汽车实际销售收入不及预期、Robotaxi发布会推迟等利空使得特斯拉二季度绩后收跌超12%。</p><p>在近期刚举行的Robotaxi活动日上,尽管马斯克作出一系列承诺,但因缺乏关键数据和细节,且未能详细说明如何应对无人驾驶汽车的监管障碍未能令市场满意,使得特斯拉股价单日跌近9%,今年以来仍跌超11%。</p><p>10月19日,美国国家公路交通安全管理局缺陷调查办公室宣布,将对特斯拉的全自动驾驶(以下简称“FSD”)功能展开深入调查。</p><p>对于三季报,分析师普遍认为,投资者会持续聚焦于特斯拉汽车业务收入、降价对利润率的影响,以及储能业务情况、另外,关于Robotaxi项目进展及其潜在收入贡献,未来两年交付量展望,也会成为市场反应的关键因素。</p><p>10月初,特斯拉也公布了第三季度汽车交付量,交付量为46.3万辆,同比增长6.4%,环比增长4.3%。基于特斯拉销量,分析师预期特斯拉三季度汽车业务收入将同比增长13.1%至221.9亿美元,但“降价促销”会继续使其利润率承压,预计汽车毛利率与二季度大致持平,较去年同期下降40个基点至18.3%。</p><p>若本次业绩会上,特斯拉能够就Robotaxi的推出时间表、收入预测、技术挑战或监管环境等方面发表评论,也势将引起市场的反应。</p><p>特斯拉当前的期权隐含变动为10.4%,意味着期权市场押注其业绩后单日涨跌幅达10.4%。前四季度特斯拉股价当日变动约为11.5%。</p><p>从过去12次业绩发布日当日特斯拉的股价走势看,上涨概率为42%,最大涨幅为12.1%,最大跌幅为12.3%。</p><p><strong>“特朗普交易”会否继续</strong></p><p>距离11月5日的美国大选还有不到一个月,最新的民调显示特朗普胜选概率回升,使得沉寂许久的“特朗普交易”重回市场。</p><p>过去一个月,与特朗普交易挂钩最直接的特朗普媒体集团的股价上涨超90%,比特币价格上涨16%。9月底以来美债利率和美元指数双双走强,10年期美债收益率重回4%以上,美元指数也回升至103,一方面反映市场对美国经济软着陆的前景保持乐观以及<span>美联储</span>降息预期的回落,另一方面也与“特朗普交易”有关。</p><p>分析师表示,从历史美股的走势来看,无论大选交易对市场造成多大波动,一旦大选的不确定性消退后,风险偏好都会有所改善,市场往往迎来反弹,美股历史四季度的平均表现都不错,平均涨幅在3.75%。</p><p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>分析师周浩和孙英超称,在11月初之前,降息交易、衰退预期以及美国大选将继续共同影响美股市场。随着特朗普民调支持率再次领先,在“特朗普交易”再度回暖逻辑下,阶段内持续看好顺周期以及价值股的前景,从行业层面看,信息技术、能源、金融等行业有望表现更好。</p><p>编辑:谈瑞</p></article></body></html>","source":"tencent","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>环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-20 16:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102016230995b61ae0&s=b><strong>新华财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华财经上海10月20日电(葛佳明) 本周(10月14日-18日),市场通过加密货币、美元指数和“特朗普概念”股等方式使得沉寂许久的“特朗普交易”重燃,同时金价也创出了历史新高。美股方面,标普500指数和道指本周盘中再创历史新高,道指累涨0.96%,标普500指数全周累涨0.85%,纳指累涨0.80%,为连续第六周上涨,罗素2000小盘股本周涨幅达到1.94%。欧股方面,欧洲央行宣布年内第三次降息...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102016230995b61ae0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102016230995b61ae0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2476085195","content_text":"新华财经上海10月20日电(葛佳明) 本周(10月14日-18日),市场通过加密货币、美元指数和“特朗普概念”股等方式使得沉寂许久的“特朗普交易”重燃,同时金价也创出了历史新高。美股方面,标普500指数和道指本周盘中再创历史新高,道指累涨0.96%,标普500指数全周累涨0.85%,纳指累涨0.80%,为连续第六周上涨,罗素2000小盘股本周涨幅达到1.94%。欧股方面,欧洲央行宣布年内第三次降息,将关键利率均下调25个基点。欧洲STOXX 600指数全周累涨0.58%;德国DAX指数全周累涨1.46%;法国CAC股指全周累涨0.46%;英国富时100指数全周累涨1.27%。亚洲股市方面,日经225指数全周累跌1.58%;印度SENSEX30指数全周累跌0.19%;越南胡志明指数累跌0.23%;韩国综合指数跌0.12%。美元指数震荡走高,本周累计涨约0.5%,报103.46,非美货币方面,美元兑日元一度重回150,市场关注日本当局的干预风险,日本财务省财务官三村淳称其正在密切观察外汇市场形势。大宗商品方面,国际油价本周持续下挫,市场对原油供应冲击担忧缓解,叠加OPEC连续第三个月下调今明两年石油需求增长的预期,油价维持在两周低位附近。WTI原油本周累跌超8%,布伦特原油跌超7%。现货黄金并未受到美元走高的冲击,10月以来美元和黄金同步上涨,现货黄金突破2720美元/盎司,全周累涨约2.4%,再度创下历史新高;纽约商品交易所(COMEX)黄金主力合约本周累计上涨2.28%。现货白银价格本周累涨6.83%,接连升破32和33美元两道关口至近十二年高位;纽约商品交易所(COMEX)白银主力合约全周累涨6.83%。下周(10月21日-25日)大型科技公司财报季开幕,特斯拉将率先登场,与此同时,美国大选进入最后阶段,“特朗普交易”会否持续也是市场关注的焦点。美股科技股财报拉开序幕当地时间10月23日美股盘后,特斯拉即将公布2024财年第三季度业绩,当前分析师预期,特斯拉三季度将实现营收256.74亿美元,同比上涨9.95%;预计每股收益(EPS)0.5美元,同比减少5.96%。今年特斯拉二季度财报显示,其二季度的毛利率为18.2%,较第一季度的19.3%下滑了1.1个百分点,低于市场预期的18.8%,特斯拉上一季度实现总营收同比增长近2.3%,重回正增长的轨迹,高于市场预期。但汽车实际销售收入不及预期、Robotaxi发布会推迟等利空使得特斯拉二季度绩后收跌超12%。在近期刚举行的Robotaxi活动日上,尽管马斯克作出一系列承诺,但因缺乏关键数据和细节,且未能详细说明如何应对无人驾驶汽车的监管障碍未能令市场满意,使得特斯拉股价单日跌近9%,今年以来仍跌超11%。10月19日,美国国家公路交通安全管理局缺陷调查办公室宣布,将对特斯拉的全自动驾驶(以下简称“FSD”)功能展开深入调查。对于三季报,分析师普遍认为,投资者会持续聚焦于特斯拉汽车业务收入、降价对利润率的影响,以及储能业务情况、另外,关于Robotaxi项目进展及其潜在收入贡献,未来两年交付量展望,也会成为市场反应的关键因素。10月初,特斯拉也公布了第三季度汽车交付量,交付量为46.3万辆,同比增长6.4%,环比增长4.3%。基于特斯拉销量,分析师预期特斯拉三季度汽车业务收入将同比增长13.1%至221.9亿美元,但“降价促销”会继续使其利润率承压,预计汽车毛利率与二季度大致持平,较去年同期下降40个基点至18.3%。若本次业绩会上,特斯拉能够就Robotaxi的推出时间表、收入预测、技术挑战或监管环境等方面发表评论,也势将引起市场的反应。特斯拉当前的期权隐含变动为10.4%,意味着期权市场押注其业绩后单日涨跌幅达10.4%。前四季度特斯拉股价当日变动约为11.5%。从过去12次业绩发布日当日特斯拉的股价走势看,上涨概率为42%,最大涨幅为12.1%,最大跌幅为12.3%。“特朗普交易”会否继续距离11月5日的美国大选还有不到一个月,最新的民调显示特朗普胜选概率回升,使得沉寂许久的“特朗普交易”重回市场。过去一个月,与特朗普交易挂钩最直接的特朗普媒体集团的股价上涨超90%,比特币价格上涨16%。9月底以来美债利率和美元指数双双走强,10年期美债收益率重回4%以上,美元指数也回升至103,一方面反映市场对美国经济软着陆的前景保持乐观以及美联储降息预期的回落,另一方面也与“特朗普交易”有关。分析师表示,从历史美股的走势来看,无论大选交易对市场造成多大波动,一旦大选的不确定性消退后,风险偏好都会有所改善,市场往往迎来反弹,美股历史四季度的平均表现都不错,平均涨幅在3.75%。国泰君安分析师周浩和孙英超称,在11月初之前,降息交易、衰退预期以及美国大选将继续共同影响美股市场。随着特朗普民调支持率再次领先,在“特朗普交易”再度回暖逻辑下,阶段内持续看好顺周期以及价值股的前景,从行业层面看,信息技术、能源、金融等行业有望表现更好。编辑:谈瑞","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362016538251560,"gmtCreate":1729416423214,"gmtModify":1729416425300,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362016538251560","repostId":"2476085195","repostType":2,"repost":{"id":"2476085195","kind":"news","pubTimestamp":1729412584,"share":"https://ttm.financial/m/news/2476085195?lang=&edition=fundamental","pubTime":"2024-10-20 16:23","market":"us","language":"zh","title":"环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=2476085195","media":"新华财经","summary":"下周大型科技公司财报季开幕,特斯拉将率先登场,与此同时,美国大选进入最后阶段,“特朗普交易”会否持续也是市场关注的焦点。前四季度特斯拉股价当日变动约为11.5%。过去一个月,与特朗普交易挂钩最直接的特朗普媒体集团的股价上涨超90%,比特币价格上涨16%。","content":"<html><body><article><p>新华财经上海10月20日电(葛<a href=\"https://laohu8.com/S/GRMN\">佳明</a>) 本周(10月14日-18日),市场通过加密货币、<a href=\"https://laohu8.com/S/USDindex.FOREX\">美元指数</a>和“特朗普概念”股等方式使得沉寂许久的“特朗普交易”重燃,同时金价也创出了历史新高。</p><p>美股方面,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数和道指本周盘中再创历史新高,道指累涨0.96%,标普500指数全周累涨0.85%,纳指累涨0.80%,为连续第六周上涨,罗素2000小盘股本周涨幅达到1.94%。</p><p>欧股方面,欧洲央行宣布年内第三次降息,将关键<span>利率</span>均下调25个基点。欧洲STOXX 600指数全周累涨0.58%;</p><p>德国DAX指数全周累涨1.46%;法国CAC股指全周累涨0.46%;<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数全周累涨1.27%。</p><p>亚洲股市方面,日经225指数全周累跌1.58%;印度SENSEX30指数全周累跌0.19%;越南胡志明指数累跌0.23%;韩国综合指数跌0.12%。</p><p>美元指数震荡走高,本周累计涨约0.5%,报103.46,非美货币方面,美元兑日元一度重回150,市场关注日本当局的干预风险,日本财务省财务官三村淳称其正在密切观察外汇市场形势。</p><p>大宗商品方面,国际油价本周持续下挫,市场对原油供应冲击担忧缓解,叠加OPEC连续第三个月下调今明两年石油需求增长的预期,油价维持在两周低位附近。WTI原油本周累跌超8%,布伦特原油跌超7%。</p><p>现货黄金并未受到美元走高的冲击,10月以来美元和黄金同步上涨,现货黄金突破2720美元/盎司,全周累涨约2.4%,再度创下历史新高;纽约商品交易所(COMEX)黄金主力合约本周累计上涨2.28%。</p><p>现货白银价格本周累涨6.83%,接连升破32和33美元两道关口至近十二年高位;纽约商品交易所(COMEX)白银主力合约全周累涨6.83%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20241020162305237v20623vwjufsr5j\"/><p>下周(10月21日-25日)大型科技公司财报季开幕,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将率先登场,与此同时,美国大选进入最后阶段,“特朗普交易”会否持续也是市场关注的焦点。</p><p><strong>美股科技股财报拉开序幕</strong></p><p>当地时间10月23日美股盘后,特斯拉即将公布2024财年第三季度业绩,当前分析师预期,特斯拉三季度将实现营收256.74亿美元,同比上涨9.95%;预计<span>每股收益</span>(EPS)0.5美元,同比减少5.96%。</p><p>今年特斯拉二季度财报显示,其二季度的毛利率为18.2%,较第一季度的19.3%下滑了1.1个百分点,低于市场预期的18.8%,特斯拉上一季度实现总营收同比增长近2.3%,重回正增长的轨迹,高于市场预期。但汽车实际销售收入不及预期、Robotaxi发布会推迟等利空使得特斯拉二季度绩后收跌超12%。</p><p>在近期刚举行的Robotaxi活动日上,尽管马斯克作出一系列承诺,但因缺乏关键数据和细节,且未能详细说明如何应对无人驾驶汽车的监管障碍未能令市场满意,使得特斯拉股价单日跌近9%,今年以来仍跌超11%。</p><p>10月19日,美国国家公路交通安全管理局缺陷调查办公室宣布,将对特斯拉的全自动驾驶(以下简称“FSD”)功能展开深入调查。</p><p>对于三季报,分析师普遍认为,投资者会持续聚焦于特斯拉汽车业务收入、降价对利润率的影响,以及储能业务情况、另外,关于Robotaxi项目进展及其潜在收入贡献,未来两年交付量展望,也会成为市场反应的关键因素。</p><p>10月初,特斯拉也公布了第三季度汽车交付量,交付量为46.3万辆,同比增长6.4%,环比增长4.3%。基于特斯拉销量,分析师预期特斯拉三季度汽车业务收入将同比增长13.1%至221.9亿美元,但“降价促销”会继续使其利润率承压,预计汽车毛利率与二季度大致持平,较去年同期下降40个基点至18.3%。</p><p>若本次业绩会上,特斯拉能够就Robotaxi的推出时间表、收入预测、技术挑战或监管环境等方面发表评论,也势将引起市场的反应。</p><p>特斯拉当前的期权隐含变动为10.4%,意味着期权市场押注其业绩后单日涨跌幅达10.4%。前四季度特斯拉股价当日变动约为11.5%。</p><p>从过去12次业绩发布日当日特斯拉的股价走势看,上涨概率为42%,最大涨幅为12.1%,最大跌幅为12.3%。</p><p><strong>“特朗普交易”会否继续</strong></p><p>距离11月5日的美国大选还有不到一个月,最新的民调显示特朗普胜选概率回升,使得沉寂许久的“特朗普交易”重回市场。</p><p>过去一个月,与特朗普交易挂钩最直接的特朗普媒体集团的股价上涨超90%,比特币价格上涨16%。9月底以来美债利率和美元指数双双走强,10年期美债收益率重回4%以上,美元指数也回升至103,一方面反映市场对美国经济软着陆的前景保持乐观以及<span>美联储</span>降息预期的回落,另一方面也与“特朗普交易”有关。</p><p>分析师表示,从历史美股的走势来看,无论大选交易对市场造成多大波动,一旦大选的不确定性消退后,风险偏好都会有所改善,市场往往迎来反弹,美股历史四季度的平均表现都不错,平均涨幅在3.75%。</p><p><a href=\"https://laohu8.com/S/601211\">国泰君安</a>分析师周浩和孙英超称,在11月初之前,降息交易、衰退预期以及美国大选将继续共同影响美股市场。随着特朗普民调支持率再次领先,在“特朗普交易”再度回暖逻辑下,阶段内持续看好顺周期以及价值股的前景,从行业层面看,信息技术、能源、金融等行业有望表现更好。</p><p>编辑:谈瑞</p></article></body></html>","source":"tencent","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>环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭</title>\n<style 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}\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\">\n环球一周前瞻:“特朗普交易”走势引关注,特斯拉财报来袭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-20 16:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102016230995b61ae0&s=b><strong>新华财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华财经上海10月20日电(葛佳明) 本周(10月14日-18日),市场通过加密货币、美元指数和“特朗普概念”股等方式使得沉寂许久的“特朗普交易”重燃,同时金价也创出了历史新高。美股方面,标普500指数和道指本周盘中再创历史新高,道指累涨0.96%,标普500指数全周累涨0.85%,纳指累涨0.80%,为连续第六周上涨,罗素2000小盘股本周涨幅达到1.94%。欧股方面,欧洲央行宣布年内第三次降息...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102016230995b61ae0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024102016230995b61ae0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2476085195","content_text":"新华财经上海10月20日电(葛佳明) 本周(10月14日-18日),市场通过加密货币、美元指数和“特朗普概念”股等方式使得沉寂许久的“特朗普交易”重燃,同时金价也创出了历史新高。美股方面,标普500指数和道指本周盘中再创历史新高,道指累涨0.96%,标普500指数全周累涨0.85%,纳指累涨0.80%,为连续第六周上涨,罗素2000小盘股本周涨幅达到1.94%。欧股方面,欧洲央行宣布年内第三次降息,将关键利率均下调25个基点。欧洲STOXX 600指数全周累涨0.58%;德国DAX指数全周累涨1.46%;法国CAC股指全周累涨0.46%;英国富时100指数全周累涨1.27%。亚洲股市方面,日经225指数全周累跌1.58%;印度SENSEX30指数全周累跌0.19%;越南胡志明指数累跌0.23%;韩国综合指数跌0.12%。美元指数震荡走高,本周累计涨约0.5%,报103.46,非美货币方面,美元兑日元一度重回150,市场关注日本当局的干预风险,日本财务省财务官三村淳称其正在密切观察外汇市场形势。大宗商品方面,国际油价本周持续下挫,市场对原油供应冲击担忧缓解,叠加OPEC连续第三个月下调今明两年石油需求增长的预期,油价维持在两周低位附近。WTI原油本周累跌超8%,布伦特原油跌超7%。现货黄金并未受到美元走高的冲击,10月以来美元和黄金同步上涨,现货黄金突破2720美元/盎司,全周累涨约2.4%,再度创下历史新高;纽约商品交易所(COMEX)黄金主力合约本周累计上涨2.28%。现货白银价格本周累涨6.83%,接连升破32和33美元两道关口至近十二年高位;纽约商品交易所(COMEX)白银主力合约全周累涨6.83%。下周(10月21日-25日)大型科技公司财报季开幕,特斯拉将率先登场,与此同时,美国大选进入最后阶段,“特朗普交易”会否持续也是市场关注的焦点。美股科技股财报拉开序幕当地时间10月23日美股盘后,特斯拉即将公布2024财年第三季度业绩,当前分析师预期,特斯拉三季度将实现营收256.74亿美元,同比上涨9.95%;预计每股收益(EPS)0.5美元,同比减少5.96%。今年特斯拉二季度财报显示,其二季度的毛利率为18.2%,较第一季度的19.3%下滑了1.1个百分点,低于市场预期的18.8%,特斯拉上一季度实现总营收同比增长近2.3%,重回正增长的轨迹,高于市场预期。但汽车实际销售收入不及预期、Robotaxi发布会推迟等利空使得特斯拉二季度绩后收跌超12%。在近期刚举行的Robotaxi活动日上,尽管马斯克作出一系列承诺,但因缺乏关键数据和细节,且未能详细说明如何应对无人驾驶汽车的监管障碍未能令市场满意,使得特斯拉股价单日跌近9%,今年以来仍跌超11%。10月19日,美国国家公路交通安全管理局缺陷调查办公室宣布,将对特斯拉的全自动驾驶(以下简称“FSD”)功能展开深入调查。对于三季报,分析师普遍认为,投资者会持续聚焦于特斯拉汽车业务收入、降价对利润率的影响,以及储能业务情况、另外,关于Robotaxi项目进展及其潜在收入贡献,未来两年交付量展望,也会成为市场反应的关键因素。10月初,特斯拉也公布了第三季度汽车交付量,交付量为46.3万辆,同比增长6.4%,环比增长4.3%。基于特斯拉销量,分析师预期特斯拉三季度汽车业务收入将同比增长13.1%至221.9亿美元,但“降价促销”会继续使其利润率承压,预计汽车毛利率与二季度大致持平,较去年同期下降40个基点至18.3%。若本次业绩会上,特斯拉能够就Robotaxi的推出时间表、收入预测、技术挑战或监管环境等方面发表评论,也势将引起市场的反应。特斯拉当前的期权隐含变动为10.4%,意味着期权市场押注其业绩后单日涨跌幅达10.4%。前四季度特斯拉股价当日变动约为11.5%。从过去12次业绩发布日当日特斯拉的股价走势看,上涨概率为42%,最大涨幅为12.1%,最大跌幅为12.3%。“特朗普交易”会否继续距离11月5日的美国大选还有不到一个月,最新的民调显示特朗普胜选概率回升,使得沉寂许久的“特朗普交易”重回市场。过去一个月,与特朗普交易挂钩最直接的特朗普媒体集团的股价上涨超90%,比特币价格上涨16%。9月底以来美债利率和美元指数双双走强,10年期美债收益率重回4%以上,美元指数也回升至103,一方面反映市场对美国经济软着陆的前景保持乐观以及美联储降息预期的回落,另一方面也与“特朗普交易”有关。分析师表示,从历史美股的走势来看,无论大选交易对市场造成多大波动,一旦大选的不确定性消退后,风险偏好都会有所改善,市场往往迎来反弹,美股历史四季度的平均表现都不错,平均涨幅在3.75%。国泰君安分析师周浩和孙英超称,在11月初之前,降息交易、衰退预期以及美国大选将继续共同影响美股市场。随着特朗普民调支持率再次领先,在“特朗普交易”再度回暖逻辑下,阶段内持续看好顺周期以及价值股的前景,从行业层面看,信息技术、能源、金融等行业有望表现更好。编辑:谈瑞","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362071692927096,"gmtCreate":1729416369304,"gmtModify":1729416371601,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362071692927096","repostId":"2476089891","repostType":2,"repost":{"id":"2476089891","kind":"highlight","pubTimestamp":1729465216,"share":"https://ttm.financial/m/news/2476089891?lang=&edition=fundamental","pubTime":"2024-10-21 07:00","market":"hk","language":"zh","title":"美国大选进入倒计时,金主马斯克狂撒钱!每日随机向选民发100万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2476089891","media":"格隆汇","summary":"豪气","content":"<html><head></head><body><p>美国大选进入冲刺阶段,候选人特朗普、哈里斯正在积极出击,赢得每一位选民的支持。</p><p>最新,特朗普的支持者、亿万富豪马斯克宣布,发钱给签署请愿书的人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b146bcd66a8adb23fd66ee467045d46\" tg-width=\"618\" tg-height=\"339\"/></p><p>当地时间周六,马斯克宣布,<strong>在11月大选之前,每天向签署支持美国宪法的在线请愿书的人提供100万美元,直到大选结束。</strong></p><p>很快,马斯克就向宾夕法尼亚州活动的一名与会者颁发了一张100万美元的支票,该活动旨在为共和党人特朗普争取支持者。</p><p>据活动工作人员称,获奖者是一名名叫约翰·德雷尔(John Dreher)的男子。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9146fd8ac4cb7e04bb5edacc7f1af0d\" tg-width=\"517\" tg-height=\"342\"/></p><p><strong>这笔钱是马斯克利用其巨额财富影响特朗普和哈里斯之间激烈的总统竞选的最新例证。 </strong></p><p>此前,马斯克创办了美国政治行动委员会 (America PAC),这是他为支持特朗普的总统竞选而成立的政治行动组织。</p><p><strong>迄今为止,马斯克已向该组织提供了至少7500万美元。该组织正在帮助动员和登记摇摆州的选民,成为特朗普重夺白宫的关键部分。</strong></p><p>最初,马斯克于10月初发起了请愿书和推荐提议。他的美国政治行动委员会发布了这份请愿书,支持宪法的第一和第二修正案,而第一和第二修正案保障言论自由和携带武器的权利。</p><p>周六,马斯克表示,如果哈里斯获胜,这将是“最后一次选举”。</p><p>他表示,<strong>两次针对特朗普的暗杀企图证明他正在惹恼民众,并将以哈里斯不会的方式颠覆现状。</strong></p><p>他说,这就是为什么没有人试图杀死哈里斯。 “暗杀一个傀儡是毫无价值的”。</p><p>周六活动的参与者必须签署请愿书,该请愿书允许美国政治行动委员会收集更多潜在选民的联系方式,以便为特朗普争取投票权。</p><p>马斯克透露,目标是让100万-200万名摇摆州选民签署请愿书,“因为我认为这向我们的民选政治家发出了一个重要信息,即关心摇摆州的结果”。</p></body></html>","source":"gelonghui_highlight","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>美国大选进入倒计时,金主马斯克狂撒钱!每日随机向选民发100万美元</title>\n<style 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}\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\">\n美国大选进入倒计时,金主马斯克狂撒钱!每日随机向选民发100万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-21 07:00 北京时间 <a href=https://www.gelonghui.com/p/1190085><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国大选进入冲刺阶段,候选人特朗普、哈里斯正在积极出击,赢得每一位选民的支持。最新,特朗普的支持者、亿万富豪马斯克宣布,发钱给签署请愿书的人。当地时间周六,马斯克宣布,在11月大选之前,每天向签署支持美国宪法的在线请愿书的人提供100万美元,直到大选结束。很快,马斯克就向宾夕法尼亚州活动的一名与会者颁发了一张100万美元的支票,该活动旨在为共和党人特朗普争取支持者。据活动工作人员称,获奖者是一名...</p>\n\n<a href=\"https://www.gelonghui.com/p/1190085\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4f3b3cf0bd7ba22df359b24a13e78f7","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","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","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND 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ET Acc H2-SGD","BK4555":"新能源车","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4527":"明星科技股","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4588":"碎股"},"source_url":"https://www.gelonghui.com/p/1190085","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2476089891","content_text":"美国大选进入冲刺阶段,候选人特朗普、哈里斯正在积极出击,赢得每一位选民的支持。最新,特朗普的支持者、亿万富豪马斯克宣布,发钱给签署请愿书的人。当地时间周六,马斯克宣布,在11月大选之前,每天向签署支持美国宪法的在线请愿书的人提供100万美元,直到大选结束。很快,马斯克就向宾夕法尼亚州活动的一名与会者颁发了一张100万美元的支票,该活动旨在为共和党人特朗普争取支持者。据活动工作人员称,获奖者是一名名叫约翰·德雷尔(John Dreher)的男子。这笔钱是马斯克利用其巨额财富影响特朗普和哈里斯之间激烈的总统竞选的最新例证。 此前,马斯克创办了美国政治行动委员会 (America PAC),这是他为支持特朗普的总统竞选而成立的政治行动组织。迄今为止,马斯克已向该组织提供了至少7500万美元。该组织正在帮助动员和登记摇摆州的选民,成为特朗普重夺白宫的关键部分。最初,马斯克于10月初发起了请愿书和推荐提议。他的美国政治行动委员会发布了这份请愿书,支持宪法的第一和第二修正案,而第一和第二修正案保障言论自由和携带武器的权利。周六,马斯克表示,如果哈里斯获胜,这将是“最后一次选举”。他表示,两次针对特朗普的暗杀企图证明他正在惹恼民众,并将以哈里斯不会的方式颠覆现状。他说,这就是为什么没有人试图杀死哈里斯。 “暗杀一个傀儡是毫无价值的”。周六活动的参与者必须签署请愿书,该请愿书允许美国政治行动委员会收集更多潜在选民的联系方式,以便为特朗普争取投票权。马斯克透露,目标是让100万-200万名摇摆州选民签署请愿书,“因为我认为这向我们的民选政治家发出了一个重要信息,即关心摇摆州的结果”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362015917625512,"gmtCreate":1729416270373,"gmtModify":1729416274285,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362015917625512","repostId":"2476776283","repostType":2,"repost":{"id":"2476776283","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1729395300,"share":"https://ttm.financial/m/news/2476776283?lang=&edition=fundamental","pubTime":"2024-10-20 11:35","market":"nz","language":"en","title":"Elon Musk Offers $1 Million Daily Prize for Signing His Petition","url":"https://stock-news.laohu8.com/highlight/detail?id=2476776283","media":"Dow Jones","summary":"Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC's petition pledging to uphold the right to free speech and the right to bear arms.Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. \"One of the challenges we're having is, like, how do we get people to know about this petition?\" said Musk. \"This news I think is going to really fly.\". America PAC's account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wi","content":"<html><head></head><body><p>Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC's petition pledging to uphold the right to free speech and the right to bear arms.</p><p>Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.</p><p>Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. "One of the challenges we're having is, like, how do we get people to know about this petition?" said Musk. "This news I think is going to really fly."</p><p>America PAC's account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wisconsin. The petition reads: "By signing below, I am pledging my support for the First and Second Amendments."</p><p>Musk poured $75 million into America PAC in the three months through September, according to federal filings.</p><p>Ahead of the new $1 million announcement, election-law specialists had been divided on whether offering rewards for signing the petition -- open only to registered voters -- overstepped the law by providing an incentive to register. A Musk attorney didn't immediately respond to a request for comment about the matter late Saturday.</p><p>It is a federal crime to pay people with the intention of inducing or rewarding them to cast a vote or to get registered, an offense punishable by prison time. The prohibition covers not only monetary expenditures, but also anything of monetary value like "liquor, lottery chances, and welfare benefits," a Justice Department election-crimes manual says.</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>Elon Musk Offers $1 Million Daily Prize for Signing His Petition</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\">\nElon Musk Offers $1 Million Daily Prize for Signing His Petition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-20 11:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC's petition pledging to uphold the right to free speech and the right to bear arms.</p><p>Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.</p><p>Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. "One of the challenges we're having is, like, how do we get people to know about this petition?" said Musk. "This news I think is going to really fly."</p><p>America PAC's account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wisconsin. The petition reads: "By signing below, I am pledging my support for the First and Second Amendments."</p><p>Musk poured $75 million into America PAC in the three months through September, according to federal filings.</p><p>Ahead of the new $1 million announcement, election-law specialists had been divided on whether offering rewards for signing the petition -- open only to registered voters -- overstepped the law by providing an incentive to register. A Musk attorney didn't immediately respond to a request for comment about the matter late Saturday.</p><p>It is a federal crime to pay people with the intention of inducing or rewarding them to cast a vote or to get registered, an offense punishable by prison time. The prohibition covers not only monetary expenditures, but also anything of monetary value like "liquor, lottery chances, and welfare benefits," a Justice Department election-crimes manual says.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DJT":"特朗普媒体科技集团"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2476776283","content_text":"Billionaire Elon Musk said Saturday that he will be awarding $1 million a day until the election to one randomly selected person who has signed America PAC's petition pledging to uphold the right to free speech and the right to bear arms.Musk founded America PAC to register voters in swing states and persuade them to vote for Republican Donald Trump. The splashy move by the Tesla and SpaceX founder stakes out uncharted territory in American politics.Musk made the announcement at a rally in Harrisburg, Pa., and gave the first check to an audience member. \"One of the challenges we're having is, like, how do we get people to know about this petition?\" said Musk. \"This news I think is going to really fly.\"America PAC's account on X said the offer is available to registered Pennsylvania voters who sign the petition. The group had previously unveiled an offer of $100 for Pennsylvania voters who signed the petition, and $47 for voters from other battleground states including Michigan and Wisconsin. The petition reads: \"By signing below, I am pledging my support for the First and Second Amendments.\"Musk poured $75 million into America PAC in the three months through September, according to federal filings.Ahead of the new $1 million announcement, election-law specialists had been divided on whether offering rewards for signing the petition -- open only to registered voters -- overstepped the law by providing an incentive to register. A Musk attorney didn't immediately respond to a request for comment about the matter late Saturday.It is a federal crime to pay people with the intention of inducing or rewarding them to cast a vote or to get registered, an offense punishable by prison time. The prohibition covers not only monetary expenditures, but also anything of monetary value like \"liquor, lottery chances, and welfare benefits,\" a Justice Department election-crimes manual says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":219963692179584,"gmtCreate":1694732172927,"gmtModify":1694732177407,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Look for long terms investment mechanism ","listText":"Look for long terms investment mechanism ","text":"Look for long terms investment mechanism","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/219963692179584","repostId":"2367542205","repostType":2,"repost":{"id":"2367542205","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1694673000,"share":"https://ttm.financial/m/news/2367542205?lang=&edition=fundamental","pubTime":"2023-09-14 14:30","market":"us","language":"en","title":"Tesla Should Sell Stock to Raise Capital to Pressure EV Rivals, Says Strategist","url":"https://stock-news.laohu8.com/highlight/detail?id=2367542205","media":"Dow Jones","summary":"Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.\"If I were advising Tesla , I would recommend an equity issuance of $10 billion to $15 billion as soon as possible,\" wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.It's out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.Tesla didn't always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.Whether the company w","content":"<html><head></head><body><p>Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.</p><p>"If I were advising Tesla (ticker: TSLA), I would recommend an equity issuance of $10 billion to $15 billion as soon as possible," wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.</p><p>It's out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.</p><p>Tesla didn't always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.</p><p>"Tesla's cash balance [has not increased] much over the last six months even though its manufacturing footprint continues to grow," adds Colas. "The company would market this cash raise as a competitive weapon, allowing Tesla to continue to grow its EV presence around the world regardless of economic conditions or competitive developments."</p><p>It could help boost valuation, adds the strategist. However, if Tesla raises more than $15 billion, investors might become more worried about dilution from more shares outstanding.</p><p>Tesla sold roughly 1.3 million cars in 2022 and is expected to deliver about 1.8 million in 2023, and 2.3 million in 2024. That's substantial growth, but Tesla plans to launch more models to defend its EV turf including the Cybertruck pickup in 2023 and a smaller, lower-priced EV.</p><p>It might not need cash to do all that. "Tesla is not capital-constrained, " says Future Fund Active exchange-traded fund <a href=\"https://laohu8.com/S/FFND\">$(FFND)$</a> cofounder Gary Black, adding he forecasts more free-cash-flow generation even with all the needed investments.</p><p>He would rather see Tesla take some of its cash and buy back stock to boost shareholder returns. "Some investors get confused and think buybacks compete with internal growth projects. They don't," adds Black.</p><p>Bigger tech players buy back stock. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> spent almost $85 billion on stock repurchases in 2022, according to FactSet. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> spent some $27 billion.</p><p>"Telsa is very different from other Big Tech names," Colas tells Barron's. "It plays in a different sandbox."</p><p>Tesla sells technology and software but is still a lower-margin hardware vendor in a fragmented auto market. EVs are still early in their cycle of adoption, too. Tesla didn't respond to a request for comment about buybacks or capital raises.</p><p>Whether the company will issue or buy back stock is anyone's guess. Still, a company's capital allocation is an interesting topic for investors to consider.</p><p>Tesla stock is up 1.43% on Wednesday.</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>Tesla Should Sell Stock to Raise Capital to Pressure EV Rivals, Says Strategist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Should Sell Stock to Raise Capital to Pressure EV Rivals, Says Strategist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-09-14 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.</p><p>"If I were advising Tesla (ticker: TSLA), I would recommend an equity issuance of $10 billion to $15 billion as soon as possible," wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.</p><p>It's out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.</p><p>Tesla didn't always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.</p><p>"Tesla's cash balance [has not increased] much over the last six months even though its manufacturing footprint continues to grow," adds Colas. "The company would market this cash raise as a competitive weapon, allowing Tesla to continue to grow its EV presence around the world regardless of economic conditions or competitive developments."</p><p>It could help boost valuation, adds the strategist. However, if Tesla raises more than $15 billion, investors might become more worried about dilution from more shares outstanding.</p><p>Tesla sold roughly 1.3 million cars in 2022 and is expected to deliver about 1.8 million in 2023, and 2.3 million in 2024. That's substantial growth, but Tesla plans to launch more models to defend its EV turf including the Cybertruck pickup in 2023 and a smaller, lower-priced EV.</p><p>It might not need cash to do all that. "Tesla is not capital-constrained, " says Future Fund Active exchange-traded fund <a href=\"https://laohu8.com/S/FFND\">$(FFND)$</a> cofounder Gary Black, adding he forecasts more free-cash-flow generation even with all the needed investments.</p><p>He would rather see Tesla take some of its cash and buy back stock to boost shareholder returns. "Some investors get confused and think buybacks compete with internal growth projects. They don't," adds Black.</p><p>Bigger tech players buy back stock. Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> spent almost $85 billion on stock repurchases in 2022, according to FactSet. Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> spent some $27 billion.</p><p>"Telsa is very different from other Big Tech names," Colas tells Barron's. "It plays in a different sandbox."</p><p>Tesla sells technology and software but is still a lower-margin hardware vendor in a fragmented auto market. EVs are still early in their cycle of adoption, too. Tesla didn't respond to a request for comment about buybacks or capital raises.</p><p>Whether the company will issue or buy back stock is anyone's guess. Still, a company's capital allocation is an interesting topic for investors to consider.</p><p>Tesla stock is up 1.43% on Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367542205","content_text":"Tesla worked hard over the years to become a profitable maker of electric vehicles. Now one analyst thinks it needs more capital, and should issue more stock to help extend its lead over the EV competition.\"If I were advising Tesla (ticker: TSLA), I would recommend an equity issuance of $10 billion to $15 billion as soon as possible,\" wrote Datatrek cofounder, and former automotive analyst, Nicholas Colas in a Wednesday note.It's out-of-the-box thinking, as Tesla ended the second quarter with some $23 billion in cash on its books. Free cash flow generated in the first half of the year amounted to about $1.4 billion. Wall Street projects the company will generate another $4.8 billion in the second half.Tesla didn't always generate that much cash. From 2009 to 2018, Tesla used about $9.2 billion in external capital to build its business. Tesla turned free-cash-flow positive around 2019. From 2019 through the second quarter, Tesla has generated almost $18 billion in free cash flow.\"Tesla's cash balance [has not increased] much over the last six months even though its manufacturing footprint continues to grow,\" adds Colas. \"The company would market this cash raise as a competitive weapon, allowing Tesla to continue to grow its EV presence around the world regardless of economic conditions or competitive developments.\"It could help boost valuation, adds the strategist. However, if Tesla raises more than $15 billion, investors might become more worried about dilution from more shares outstanding.Tesla sold roughly 1.3 million cars in 2022 and is expected to deliver about 1.8 million in 2023, and 2.3 million in 2024. That's substantial growth, but Tesla plans to launch more models to defend its EV turf including the Cybertruck pickup in 2023 and a smaller, lower-priced EV.It might not need cash to do all that. \"Tesla is not capital-constrained, \" says Future Fund Active exchange-traded fund $(FFND)$ cofounder Gary Black, adding he forecasts more free-cash-flow generation even with all the needed investments.He would rather see Tesla take some of its cash and buy back stock to boost shareholder returns. \"Some investors get confused and think buybacks compete with internal growth projects. They don't,\" adds Black.Bigger tech players buy back stock. Apple $(AAPL)$ spent almost $85 billion on stock repurchases in 2022, according to FactSet. Microsoft $(MSFT)$ spent some $27 billion.\"Telsa is very different from other Big Tech names,\" Colas tells Barron's. \"It plays in a different sandbox.\"Tesla sells technology and software but is still a lower-margin hardware vendor in a fragmented auto market. EVs are still early in their cycle of adoption, too. Tesla didn't respond to a request for comment about buybacks or capital raises.Whether the company will issue or buy back stock is anyone's guess. Still, a company's capital allocation is an interesting topic for investors to consider.Tesla stock is up 1.43% on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914651247,"gmtCreate":1665278197489,"gmtModify":1676537580414,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/9914651247","repostId":"2273343388","repostType":4,"repost":{"id":"2273343388","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665277326,"share":"https://ttm.financial/m/news/2273343388?lang=&edition=fundamental","pubTime":"2022-10-09 09:02","market":"us","language":"en","title":"Fed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn","url":"https://stock-news.laohu8.com/highlight/detail?id=2273343388","media":"Dow Jones","summary":"Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support o","content":"<html><head></head><body><p>Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.</p><p>The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.</p><p>Fed Chairman Jerome Powell has said the central bank isn't trying to cause a recession, but it can't fail in its effort to bring down inflation. "I wish there was a painless way to do that. There isn't," he said last month.</p><p>Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.</p><p>"They've done a tremendous amount of tightening," said Greg Mankiw, a Harvard University economist who advised President George W. Bush. "Recessions are painful for a lot of people. I think Powell's right that some pain is probably inevitable...but you don't want to cause more than is necessary."</p><p>Until June, officials hadn't lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.</p><p>"I would slowly ease the foot off the brake," Mr. Mankiw said. "That means probably for a given meeting, if they're debating 50 or 75, go with 50 instead of 75."</p><p>Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. "They need to downshift soon. They need to somehow downshift without backing off," he said.</p><p>Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.</p><p>"Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we're approaching that point," said Brian Sack, who ran the New York Fed's markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.</p><p>Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.</p><p>Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed's rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.</p><p>Asset prices have also taken a beating, which tends to reduce spending and investment. A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.</p><p>"The housing market doesn't look pretty, and that will eventually spread to the rest of the economy," said Mr. Mankiw. Lower asset prices will, too, at some point, he said.</p><p>Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.</p><p>The strong U.S. labor market is fueling several officials' concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.</p><p>Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed's projected policy path as broadly appropriate. "If anything, I think the risks show they're going to have to raise rates a bit more than they're suggesting," he said. "The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred."</p><p>Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data "because they have absolutely zero confidence in their ability to forecast inflation," said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is "pretty concerning."</p><p>One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn't shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.</p><p>Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be "held hostage by something you know with high confidence is going to reverse in the coming months."</p><p>New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed's 2% goal.</p><p>Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed's 2% target than to lift inflation from below that level.</p><p>Now, officials have signaled they are willing to err on the side of raising rates too much because they don't want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.</p><p>"There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control," Mr. Powell said last month.</p><p>Fed officials have spent considerable time studying the 1970s "and will avoid making those mistakes," said Diane Swonk, chief economist at accounting firm KPMG. "But it opens the door to a whole host of new mistakes."</p><p>Mr. Sack said he sees meaningful risks from both too much and too little tightening. "It's not a completely one-sided story," he said. "There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control."</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>Fed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn</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\">\nFed's Inflation Fight Has Some Economists Fearing an Unnecessarily Deep Downturn\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-09 09:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.</p><p>The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.</p><p>Fed Chairman Jerome Powell has said the central bank isn't trying to cause a recession, but it can't fail in its effort to bring down inflation. "I wish there was a painless way to do that. There isn't," he said last month.</p><p>Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.</p><p>"They've done a tremendous amount of tightening," said Greg Mankiw, a Harvard University economist who advised President George W. Bush. "Recessions are painful for a lot of people. I think Powell's right that some pain is probably inevitable...but you don't want to cause more than is necessary."</p><p>Until June, officials hadn't lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.</p><p>"I would slowly ease the foot off the brake," Mr. Mankiw said. "That means probably for a given meeting, if they're debating 50 or 75, go with 50 instead of 75."</p><p>Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. "They need to downshift soon. They need to somehow downshift without backing off," he said.</p><p>Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.</p><p>"Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we're approaching that point," said Brian Sack, who ran the New York Fed's markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.</p><p>Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.</p><p>Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed's rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.</p><p>Asset prices have also taken a beating, which tends to reduce spending and investment. A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.</p><p>"The housing market doesn't look pretty, and that will eventually spread to the rest of the economy," said Mr. Mankiw. Lower asset prices will, too, at some point, he said.</p><p>Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.</p><p>The strong U.S. labor market is fueling several officials' concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.</p><p>Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed's projected policy path as broadly appropriate. "If anything, I think the risks show they're going to have to raise rates a bit more than they're suggesting," he said. "The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred."</p><p>Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data "because they have absolutely zero confidence in their ability to forecast inflation," said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is "pretty concerning."</p><p>One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn't shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.</p><p>Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be "held hostage by something you know with high confidence is going to reverse in the coming months."</p><p>New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed's 2% goal.</p><p>Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed's 2% target than to lift inflation from below that level.</p><p>Now, officials have signaled they are willing to err on the side of raising rates too much because they don't want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.</p><p>"There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control," Mr. Powell said last month.</p><p>Fed officials have spent considerable time studying the 1970s "and will avoid making those mistakes," said Diane Swonk, chief economist at accounting firm KPMG. "But it opens the door to a whole host of new mistakes."</p><p>Mr. Sack said he sees meaningful risks from both too much and too little tightening. "It's not a completely one-sided story," he said. "There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control."</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",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273343388","content_text":"Some economists fear the Federal Reserve -- humbled after waiting too long to withdraw its support of a booming economy last year -- is risking another blunder by potentially raising interest rates too much to combat high inflation.The Fed has lifted rates by 0.75 percentage point at each of its past three meetings, bringing its benchmark federal-funds rate to a range between 3% and 3.25% last month -- the fastest pace of increases since the 1980s. Officials have indicated they could make a fourth increase of 0.75 point at their Nov. 1-2 meeting and raise the rate above 4.5% early next year.Fed Chairman Jerome Powell has said the central bank isn't trying to cause a recession, but it can't fail in its effort to bring down inflation. \"I wish there was a painless way to do that. There isn't,\" he said last month.Still, several analysts worry the Fed is on track to raise rates higher than required, potentially triggering a deeper-than-necessary downturn.\"They've done a tremendous amount of tightening,\" said Greg Mankiw, a Harvard University economist who advised President George W. Bush. \"Recessions are painful for a lot of people. I think Powell's right that some pain is probably inevitable...but you don't want to cause more than is necessary.\"Until June, officials hadn't lifted rates by 0.75 point, or 75 basis points, since 1994. Instead, they usually preferred making smaller quarter-point increases that gave them more time to see their economic effects.\"I would slowly ease the foot off the brake,\" Mr. Mankiw said. \"That means probably for a given meeting, if they're debating 50 or 75, go with 50 instead of 75.\"Former Fed Vice Chairman Donald Kohn agrees it is near time for Fed officials to slow their rate increases. \"They need to downshift soon. They need to somehow downshift without backing off,\" he said.Fed officials left rates near zero last year as they focused on spurring a strong labor market recovery. The war in Ukraine this spring sent commodity prices higher and fueled concerns that inflation might become embedded into wage and price contracts.\"Moving in these 75-basis-point steps was effective when the Fed had a long way to go. It becomes more problematic when they need to calibrate policy more carefully, and I believe we're approaching that point,\" said Brian Sack, who ran the New York Fed's markets desk from 2009 to 2012 and is now the director of economics at hedge-fund manager D.E. Shaw.Some Fed critics say the current surge in inflation is the result of global disruptions rather than an overheated U.S. labor market, and they are pointing to signs that prices have begun to fall for a swath of goods and services, including commodities, freight shipping, and housing.Housing costs have contributed notably to inflation in recent months amid large increases over the past year in residential rents. But housing demand is falling sharply as the 30-year mortgage rate nears 7%, a 16-year high -- a direct result of the Fed's rate increases. Home prices started to fall this summer in more U.S. markets, and economists at Goldman Sachs expect price drops of between 5% and 10% nationally by the end of next year. Apartment rent increases also have begun to slow.Asset prices have also taken a beating, which tends to reduce spending and investment. A portfolio invested 60% in stocks and 40% in bonds is down nearly 20% this year.\"The housing market doesn't look pretty, and that will eventually spread to the rest of the economy,\" said Mr. Mankiw. Lower asset prices will, too, at some point, he said.Fed officials are cautious about expecting inflation to fall because it has consistently defied such forecasts over the past year. Some have pointed to risks of additional economic disruptions -- for example, higher energy prices this winter if Russia suspends oil sales.The strong U.S. labor market is fueling several officials' concerns by making it easy for workers to switch jobs in pursuit of higher pay, putting upward pressures on wages. That could especially be the case if consumer spending keeps shifting away from goods toward more labor-intensive services.Eric Rosengren, who headed the Boston Fed from 2007 until last year, said he sees the Fed's projected policy path as broadly appropriate. \"If anything, I think the risks show they're going to have to raise rates a bit more than they're suggesting,\" he said. \"The U.S. economy, to date, looks more resilient than I might have expected given the rate increases that have already occurred.\"Traditionally, the Fed set policy based on forecasts of inflation, which lags behind changes in output. But officials now are reacting more to the latest inflation data \"because they have absolutely zero confidence in their ability to forecast inflation,\" said Nathan Sheets, chief global economist at Citigroup. He said he is concerned the Fed will overdo rate rises but concedes inflation in the service sector is \"pretty concerning.\"One risk is that economic activity slows sharply but filters through to inflation measures with a longer-than-usual delay. Wholesale prices of used cars have been dropping in recent months, for example, but this hasn't shown up broadly in price indexes yet. Housing prices and residential rents are calculated in a way that is particularly lagged.Mr. Sheets said waiting for proof that inflation is declining before slowing rate rises means monetary policy could be \"held hostage by something you know with high confidence is going to reverse in the coming months.\"New York Fed President John Williams said last week he expects falling commodity prices and easing bottlenecks to bring inflation to 3% by the end of next year, leaving it still too far above the Fed's 2% goal.Government policy makers focused heavily last year on avoiding the mistakes they thought were made after the 2008 downturn. Some said it would be easier to bring down inflation that overshot the Fed's 2% target than to lift inflation from below that level.Now, officials have signaled they are willing to err on the side of raising rates too much because they don't want to repeat the mistakes of the early 1970s, when consumers and businesses began to anticipate high inflation, causing prices to keep rising. The Fed ultimately raised interest rates high enough to trigger a severe recession in the early 1980s to bring down prices and break that psychology.\"There is a record of failed attempts to get inflation under control, which only raises the ultimate costs to society of getting it under control,\" Mr. Powell said last month.Fed officials have spent considerable time studying the 1970s \"and will avoid making those mistakes,\" said Diane Swonk, chief economist at accounting firm KPMG. \"But it opens the door to a whole host of new mistakes.\"Mr. Sack said he sees meaningful risks from both too much and too little tightening. \"It's not a completely one-sided story,\" he said. \"There are also risks from financial markets reacting in an abrupt way to higher rates, or from the slowdown in activity building on itself and becoming harder to control.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217151377211552,"gmtCreate":1694038828976,"gmtModify":1694038833324,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217151377211552","repostId":"1115749024","repostType":2,"repost":{"id":"1115749024","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":1694014097,"share":"https://ttm.financial/m/news/1115749024?lang=&edition=fundamental","pubTime":"2023-09-06 23:28","market":"us","language":"en","title":"U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5%, S&P 500 Fell Over 0.7% While Nasdaq Crashed Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115749024","media":"Tiger Newspress","summary":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 0.79% while Nasdaq crashed 1.09%.","content":"<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 0.79% while Nasdaq crashed 1.09%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc593e6953a275fe98e1473381fb5d78\" tg-width=\"629\" tg-height=\"111\"/></p><p></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>U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5%, S&P 500 Fell Over 0.7% While Nasdaq Crashed Over 1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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\">\nU.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.5%, S&P 500 Fell Over 0.7% While Nasdaq Crashed Over 1%\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\">2023-09-06 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 0.79% while Nasdaq crashed 1.09%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc593e6953a275fe98e1473381fb5d78\" tg-width=\"629\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115749024","content_text":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.59%, S&P 500 fell 0.79% while Nasdaq crashed 1.09%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":239753109930056,"gmtCreate":1699570374920,"gmtModify":1699570379582,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"I think we should look at long term investment instead of short term","listText":"I think we should look at long term investment instead of short term","text":"I think we should look at long term investment instead of short term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239753109930056","repostId":"2382219938","repostType":4,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":250512739602568,"gmtCreate":1702179458529,"gmtModify":1702179462760,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"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/250512739602568","repostId":"2389855445","repostType":2,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":293492000231520,"gmtCreate":1712672836747,"gmtModify":1712672840438,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Worth for long term investment, strong fundamentals.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> Worth for long term investment, strong fundamentals.","text":"$Tesla Motors(TSLA)$ Worth for long term investment, strong fundamentals.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/293492000231520","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969385935,"gmtCreate":1668356505627,"gmtModify":1676538044452,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great, this is the valuable stock and strong cash cow to hold for long term ","listText":"Great, this is the valuable stock and strong cash cow to hold for long term ","text":"Great, this is the valuable stock and strong cash cow to hold for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9969385935","repostId":"2282045323","repostType":4,"repost":{"id":"2282045323","kind":"highlight","pubTimestamp":1668308411,"share":"https://ttm.financial/m/news/2282045323?lang=&edition=fundamental","pubTime":"2022-11-13 11:00","market":"us","language":"en","title":"Tesla: Laying Out The $4.5 Trillion Target","url":"https://stock-news.laohu8.com/highlight/detail?id=2282045323","media":"seekingalpha","summary":"SummaryElon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.We outline the case in which Tesla could achieve this valuation, and how it wo","content":"<html><head></head><body><h2>Summary</h2><ul><li>Elon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.</li><li>We outline the case in which Tesla could achieve this valuation, and how it would do so.</li><li>Tesla seems significantly undervalued to us, given its potential with fully self-driving and a large-scale FSD Beta rollout about to occur.</li><li>We point out why EV adoption is expected to occur sooner than expected as the price of Li-Ion batteries comes down due to cost curve declines.</li><li>The market seems to overlook the drastic effect of the Inflation Reduction Act on Tesla and its ability to produce integrated battery packs at <$50/kWh.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/180c16afce274906718caded3b4c36c3\" tg-width=\"750\" tg-height=\"445\" referrerpolicy=\"no-referrer\"/><span>Nikola Tesla Alice Fox/iStock via Getty Images</span></p><p>In the Q3 earnings call, Tesla (NASDAQ:TSLA) CEO Elon Musk gave investors a hint of what Tesla's potential future could look like. He expressed that for the first time he sees a way Tesla could be valued more than Apple (AAPL) and Saudi Aramco (ARMCO) combined, or twice Saudi Aramco.</p><blockquote>I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined. So, now that doesn't mean it will happen or that will be easy. In fact, I think it will be very difficult. It will require a lot of work, some very creative new products, manage expansion and always the luck. (Elon Musk, Q3 Earnings Call)</blockquote><p>This is not the first time Elon has made such bold claims, similar to 2017 when he predicted that Tesla had the potential to become worth more than Apple, which was then worth $700BN. At that time, Tesla was valued at only $25BN, leading many media outlets to label the claim as "insane," although Tesla surpassed the $700BN mark in January 2021.</p><p>We think Tesla is significantly undervalued for long-term investors and believe Tesla can live up to its expectations of becoming a $4.5T company in the next 8-10 years. Here's why.</p><h2>Disruptive EV Adoption</h2><p>To understand where Tesla is headed, we must first look at where the car market in general is headed. Old car manufacturers and large manufacturers of ICE vehicles seem to be up to their ears in debt. As you can see below, some automakers have debt in excess of $100 billion, while Tesla has net debt that is actually negative because they have $21 billion in cash and virtually no debt.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ba3f711623777e45588259627dee161\" tg-width=\"640\" tg-height=\"238\" referrerpolicy=\"no-referrer\"/><span>Author's Visualisation, Seeking Alpha Data</span></p><p>This means that in an industry changing toward EVs, they will have to compete while buried in debt attributable to their old ICE vehicles that required intensive investment, compared to battery electric vehicles (BEVs), which are made for the future and immediate profit. Especially in an environment where interest rates are rising at record rates and debt is becoming more expensive to repay.</p><p>And only a small percentage of car sales are currently BEVs. In the second quarter of this year, only 5.6% of car sales were BEVs, or 12.6% if hybrid vehicles are included. Although we can look at a country, that could be a telltale sign of what the future might look like. Last year, 91.5% of all cars registered in Norway were BEVs or hybrids. This change was quite rapid, as in 2016, 5 years earlier, only 29.1% were plug-in vehicles.</p><p>But if we look at who has the most market share, it seems pretty clear. Model Y and Model 3 dominate. For the last quarter of October this year, Tesla's market share is 19.36% of all BEVs, which overall make up the most car sales in the country. And while an assumption of 20% market share when it comes to Tesla may seem absurd to some, in 1961 GM (GM) had a 50.7% market share and Ford (F) had a 29.3% market share. While both currently have a market share of only nearly 15% and declining.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8501bc2a5e1284584c5bd59d80adaac\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><h2>Lithium Is The New Oil</h2><p>We think it is no coincidence that Elon Musk specifically chose Apple and Saudi Aramco as the 2 companies with market capitalization that he would like to surpass. In a sense, Tesla stands for the proposition that "Lithium is the new oil" and is competing with Saudi Aramco when it comes to energy in the form of batteries/solar cells. The comparison to Apple, in a way, is Tesla's ambition to derive revenue from its software (FSD Beta) and supercomputers (Dojo) and robotics/automation. Technically, a Tesla is a giant computer on wheels.</p><p>But looking deeper into batteries, there are many factors that we believe investors have yet to recognize. One is the cost reduction of batteries and battery packs. Indeed, the battery pack is still currently the most expensive part of an EV, and they are falling dramatically. In 2010, for example, the price per kWh for a battery pack was $1220, and that dropped to $132 last year. In China, the price for a battery pack is seemingly already at $111 per kWh.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a40d3dcc2180d3e1380b9e781205940a\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/><span>Author's Visualisation, Bloomberg Data</span></p><p>This plays a crucial role since at $100 per kWh EVs should have the same sticker price as ICE vehicles. Currently, it can already be cheaper to operate an EV (fuel costs, maintenance, etc.), although the sticker price is still above that of an EV. But when that paradigm changes, it should become particularly unattractive from an economic standpoint to buy an ICE vehicle since it is more expensive to buy and operate. Especially if EV prices continue to fall below the sticker prices of ICE vehicles.</p><p>According to Wright's law, for example, for every cumulative doubling of the number of units produced, the cost should fall by a constant percentage. For Lithium-Ion batteries, this appears to be 28%. BloombergNEF forecasts the price of Lithium-Ion batteries at $62 per kWh by 2030, while we think it will be significantly lower because it has also been heavily underestimated in the past. In the latest earnings call, Elon Musk told investors that once the 4680 battery cell is fully integrated, he believes there is a path to $70 per kWh cell. That would already be less than the $80 per kWh target set by Renault and Ford for 2030.</p><p>Perhaps the craziest part is that he told investors that would be "before any incentive." As recently, with the Inflation Reduction Act, Tesla will likely meet the tax credit offers $35 per kWh for each battery cell, and $10 per kWh for each battery module, which would bring the price per kWh down to $25. Tesla says it is doing all it can, going "pedal to the metal" to provide 1,000 GWh of batteries per year. According to our calculations, that would be enough to build more than 10 million EVs a year with Tesla's batteries alone.</p><h2>Tesla's Operational Leverage</h2><p>Yet another factor, which is usually not considered, is Tesla's tremendous operating leverage compared to its industry competitors. And we believe that this will only improve through down the cost curve, economies of scale and operational efficiencies. In the chart below, you can see how little additional operating cost is actually incurred, even as production scales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fbbc8e4f4207527115f3f2bace27f74\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>TIKR Terminal</span></p><p>For example, Tesla's adjusted EBITDA margin in the first quarter of 2022 was 26.8%, which we believe they should be able to bring to 30% over the next 8 to 10 years, attributable to operational efficiencies, economies of scale, 4680 battery cells and more. For example, one of the more overlooked areas where Tesla is pushing the limits in cost reduction is their way of manufacturing with a Giga Press.</p><p>They are basically trying to make complete cars the same way toy cars are made, with a giant Giga press of 9,000 tons of power. When they first floated the idea, the 6 machine manufacturers said outright "no," probably because it seemed like an extremely challenging job. One manufacturer said "maybe," and that ended up being IDRA, which currently makes Tesla's Giga presses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a39ee471c877c9637b416c1c4dbab8\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><p>And perhaps most importantly, Tesla's new platform they are developing, which will be smaller than the Model 3 and Model Y, but half the cost of those models. In the latest earnings call, Elon Musk explained how they are working on being able to make two cars for the amount of effort it currently takes to make one Model 3. He also said that production of this platform should exceed production of all other models combined.</p><p>Tesla is very adaptive when it comes to innovation and new operational efficiencies, often removing unnecessary parts or finding and adapting technical inefficiencies to new iterations while still vertically integrating production.</p><h2>Software Revenues</h2><p>And now perhaps Tesla's most controversial (future) revenue stream: Full Self Driving Beta (FSD), RoboTaxi, and their AI as in Dojo and Optimus. Although some still think autonomous vehicles are impossible, they are actually already here. And it's probably a matter of "when" Tesla solves fully autonomous driving, rather than an "if."</p><p>Driverless vehicles and automation have made a lot of progress recently, without too much attention in the mainstream media. Companies like Waymo and Cruise have already recently started operating fleets of RoboTaxis in cities like San Francisco, albeit on pre-mapped routes and their cars are equipped with many additional sensors, and often Lidar/radar. Tesla is trying to solve the autonomous issue with vision.</p><p>As you can see from the graph below, the number of cumulative miles driven with FSD Beta is going up exponentially. Even before it has been widely released. This should continue to develop exponentially, especially since we are very close to a large-scale beta release, which is expected to come any day now. Tesla has a huge data advantage, as almost its entire fleet of cars is equipped with cameras that can perform FSD. And this should continue to grow as Tesla delivers millions more cars to this existing fleet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc1655bea3ba10974b7854b6b4b7ea65\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><p>Compared to Waymo and Cruise, Tesla simply already has a fleet of millions ready to be deployed once FSD is capable of being many times safer than the average driver, and can be loaned out by its owners when their car is not operational. Fun fact: cars spend 95% of their operational time parked in cities. Elon Musk said in a recent interview that autonomous cars should become roughly 5 times more useful, but cost the same amount of money to build.</p><p>Tesla currently already rakes in 25-30% gross margin. If Tesla solves overall autonomy and a car becomes 5x more useful, that completely changes Tesla's valuation. During the last earnings call, Elon Musk told investors that the team is making a lot of progress with the RoboTaxi platform. We think this platform will come in 2024 at the earliest, but it could be later. We do see it as an inevitability, given how close Tesla is getting to solving generalized autonomy.</p><p>For critics, we highly recommend looking at Tesla's latest FSD Beta (10.69.3) and comparing it to where FSD Beta was 2 years ago. In our view, humans are capable of driving using vision, and a neural net should eventually be able to do so as well once it has been trained enough and given enough data.</p><h2>Putting The Pieces Together</h2><p>If our assumptions are correct, Tesla should be able to reach its market capital of $4.5 billion in 8-10 years. It would do this by capturing most of the EV market, as in Norway (about 20%), which should amount to 20 million vehicles per year out of a total of 100 million vehicles produced annually by 2030-2032.</p><p>As mentioned earlier, we believe that the cost reduction of lithium-ion batteries will significantly drive the transition to EVs even without the inflation-limiting law. We predict that EVs will reach the same price very soon, within 1-2 years, and that demand for EVs will exceed demand for ICE vehicles. We believe Tesla has a superior advantage because it has been producing EVs for 15 years and is still years ahead in terms of volume compared to U.S. automakers.</p><p>Furthermore, we think the main threat to Tesla is Chinese automakers such as BYD (OTCPK:BYDDF), Li Auto (LI), NIO (NIO), XPeng (XPEV) and others, who have a clean balance sheet, have scaled up their production and can actually make EVs that can compete with Tesla's in terms of cost. As an even cheaper Tesla platform will be rolled out, we believe Tesla's demand will be much greater than its current supply, for which it still has a significant wait even at an annual production of 2 million cars by the end of 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f960f16ac32c8903a87da58e3e0f544a\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/><span>Tesla IR</span></p><blockquote>I can't emphasize enough, we have excellent demand for Q4, and we expect to sell every car that we make for as far into future as we can see. So, the factories are running at full speed, and we're delivering every car we make and keeping operating margins strong. We are still a very small percentage of the total vehicles on the road. Of the 2 billion cars and trucks on the road, we only have about 3.5 million. So, we've got a long way to go to even reach 1% of the global fleet. (Elon Musk)</blockquote><p>At 20 million vehicles and a 30% operating margin, Tesla should be expected to bring in US$1T of revenue and US$300B of operating income. At a 15x multiple, similar and relatively conservative to other tech companies, Tesla should reach a US$4.5T valuation by 2030-2032, or larger than Apple and Saudi Aramco currently combined.</p><p>Outside of competition from Chinese EVs, the only major risk we currently see is Tesla's production disruptions at its Giga Shanghai factory due to local regulators, or a lack of ability to produce enough batteries or problems along the way in scaling up their 4680 battery production.</p><p>A smaller risk we might see at Twitter, as Elon already had to sell US$4BN in Tesla shares this week to fund Twitter's negative cash flow. We believe this was a one-time event and Twitter should have sufficient funding to continue its operations for the foreseeable future.</p><h2>The Bottom Line</h2><p>With Q4 looking "extremely good" according to Elon Musk, and Tesla at record low valuations based on an EV to EBITDA multiple, we believe Tesla to be significantly undervalued given its growth and operational leverage. There are a lot of factors that could boost the share price of the stock in the coming months/year as well, such as Tesla's Semi, Cybertruck, Energy Storage ramp-up, and most important of all: a full-scale FSD Beta release.</p><p>We believe Tesla to be able to reach a US$4.5T market cap with its automotive operations, albeit it being in the far future and requiring exceptional execution. A wide-scale release of Tesla's FSD Beta we believe could also lead to immense improvements of its autonomous platform, bringing us one step closer to autonomy and creating even more operational leverage.</p><p>A series of successes and progress in its FSD beta could significantly boost the share price, as Tesla comes closer to reaching its infamous RoboTaxi platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c5f7f17db8893682cc7da3bb48dc168\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><i>This article is written by Wright's Research for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Laying Out The $4.5 Trillion Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Laying Out The $4.5 Trillion Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-13 11:00 GMT+8 <a href=https://seekingalpha.com/article/4556729-tesla-tsla-laying-out-4-5-trillion-dollar-target><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryElon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.We outline the case in which Tesla could achieve this valuation, and how it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4556729-tesla-tsla-laying-out-4-5-trillion-dollar-target\">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/4556729-tesla-tsla-laying-out-4-5-trillion-dollar-target","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2282045323","content_text":"SummaryElon Musk has made a bold claim, betting that his company could be worth more than Apple and Saudi Aramco combined.We outline the case in which Tesla could achieve this valuation, and how it would do so.Tesla seems significantly undervalued to us, given its potential with fully self-driving and a large-scale FSD Beta rollout about to occur.We point out why EV adoption is expected to occur sooner than expected as the price of Li-Ion batteries comes down due to cost curve declines.The market seems to overlook the drastic effect of the Inflation Reduction Act on Tesla and its ability to produce integrated battery packs at <$50/kWh.Nikola Tesla Alice Fox/iStock via Getty ImagesIn the Q3 earnings call, Tesla (NASDAQ:TSLA) CEO Elon Musk gave investors a hint of what Tesla's potential future could look like. He expressed that for the first time he sees a way Tesla could be valued more than Apple (AAPL) and Saudi Aramco (ARMCO) combined, or twice Saudi Aramco.I see a potential path for Tesla to be worth more than Apple and Saudi Aramco combined. So, now that doesn't mean it will happen or that will be easy. In fact, I think it will be very difficult. It will require a lot of work, some very creative new products, manage expansion and always the luck. (Elon Musk, Q3 Earnings Call)This is not the first time Elon has made such bold claims, similar to 2017 when he predicted that Tesla had the potential to become worth more than Apple, which was then worth $700BN. At that time, Tesla was valued at only $25BN, leading many media outlets to label the claim as \"insane,\" although Tesla surpassed the $700BN mark in January 2021.We think Tesla is significantly undervalued for long-term investors and believe Tesla can live up to its expectations of becoming a $4.5T company in the next 8-10 years. Here's why.Disruptive EV AdoptionTo understand where Tesla is headed, we must first look at where the car market in general is headed. Old car manufacturers and large manufacturers of ICE vehicles seem to be up to their ears in debt. As you can see below, some automakers have debt in excess of $100 billion, while Tesla has net debt that is actually negative because they have $21 billion in cash and virtually no debt.Author's Visualisation, Seeking Alpha DataThis means that in an industry changing toward EVs, they will have to compete while buried in debt attributable to their old ICE vehicles that required intensive investment, compared to battery electric vehicles (BEVs), which are made for the future and immediate profit. Especially in an environment where interest rates are rising at record rates and debt is becoming more expensive to repay.And only a small percentage of car sales are currently BEVs. In the second quarter of this year, only 5.6% of car sales were BEVs, or 12.6% if hybrid vehicles are included. Although we can look at a country, that could be a telltale sign of what the future might look like. Last year, 91.5% of all cars registered in Norway were BEVs or hybrids. This change was quite rapid, as in 2016, 5 years earlier, only 29.1% were plug-in vehicles.But if we look at who has the most market share, it seems pretty clear. Model Y and Model 3 dominate. For the last quarter of October this year, Tesla's market share is 19.36% of all BEVs, which overall make up the most car sales in the country. And while an assumption of 20% market share when it comes to Tesla may seem absurd to some, in 1961 GM (GM) had a 50.7% market share and Ford (F) had a 29.3% market share. While both currently have a market share of only nearly 15% and declining.Tesla IRLithium Is The New OilWe think it is no coincidence that Elon Musk specifically chose Apple and Saudi Aramco as the 2 companies with market capitalization that he would like to surpass. In a sense, Tesla stands for the proposition that \"Lithium is the new oil\" and is competing with Saudi Aramco when it comes to energy in the form of batteries/solar cells. The comparison to Apple, in a way, is Tesla's ambition to derive revenue from its software (FSD Beta) and supercomputers (Dojo) and robotics/automation. Technically, a Tesla is a giant computer on wheels.But looking deeper into batteries, there are many factors that we believe investors have yet to recognize. One is the cost reduction of batteries and battery packs. Indeed, the battery pack is still currently the most expensive part of an EV, and they are falling dramatically. In 2010, for example, the price per kWh for a battery pack was $1220, and that dropped to $132 last year. In China, the price for a battery pack is seemingly already at $111 per kWh.Author's Visualisation, Bloomberg DataThis plays a crucial role since at $100 per kWh EVs should have the same sticker price as ICE vehicles. Currently, it can already be cheaper to operate an EV (fuel costs, maintenance, etc.), although the sticker price is still above that of an EV. But when that paradigm changes, it should become particularly unattractive from an economic standpoint to buy an ICE vehicle since it is more expensive to buy and operate. Especially if EV prices continue to fall below the sticker prices of ICE vehicles.According to Wright's law, for example, for every cumulative doubling of the number of units produced, the cost should fall by a constant percentage. For Lithium-Ion batteries, this appears to be 28%. BloombergNEF forecasts the price of Lithium-Ion batteries at $62 per kWh by 2030, while we think it will be significantly lower because it has also been heavily underestimated in the past. In the latest earnings call, Elon Musk told investors that once the 4680 battery cell is fully integrated, he believes there is a path to $70 per kWh cell. That would already be less than the $80 per kWh target set by Renault and Ford for 2030.Perhaps the craziest part is that he told investors that would be \"before any incentive.\" As recently, with the Inflation Reduction Act, Tesla will likely meet the tax credit offers $35 per kWh for each battery cell, and $10 per kWh for each battery module, which would bring the price per kWh down to $25. Tesla says it is doing all it can, going \"pedal to the metal\" to provide 1,000 GWh of batteries per year. According to our calculations, that would be enough to build more than 10 million EVs a year with Tesla's batteries alone.Tesla's Operational LeverageYet another factor, which is usually not considered, is Tesla's tremendous operating leverage compared to its industry competitors. And we believe that this will only improve through down the cost curve, economies of scale and operational efficiencies. In the chart below, you can see how little additional operating cost is actually incurred, even as production scales.TIKR TerminalFor example, Tesla's adjusted EBITDA margin in the first quarter of 2022 was 26.8%, which we believe they should be able to bring to 30% over the next 8 to 10 years, attributable to operational efficiencies, economies of scale, 4680 battery cells and more. For example, one of the more overlooked areas where Tesla is pushing the limits in cost reduction is their way of manufacturing with a Giga Press.They are basically trying to make complete cars the same way toy cars are made, with a giant Giga press of 9,000 tons of power. When they first floated the idea, the 6 machine manufacturers said outright \"no,\" probably because it seemed like an extremely challenging job. One manufacturer said \"maybe,\" and that ended up being IDRA, which currently makes Tesla's Giga presses.Tesla IRAnd perhaps most importantly, Tesla's new platform they are developing, which will be smaller than the Model 3 and Model Y, but half the cost of those models. In the latest earnings call, Elon Musk explained how they are working on being able to make two cars for the amount of effort it currently takes to make one Model 3. He also said that production of this platform should exceed production of all other models combined.Tesla is very adaptive when it comes to innovation and new operational efficiencies, often removing unnecessary parts or finding and adapting technical inefficiencies to new iterations while still vertically integrating production.Software RevenuesAnd now perhaps Tesla's most controversial (future) revenue stream: Full Self Driving Beta (FSD), RoboTaxi, and their AI as in Dojo and Optimus. Although some still think autonomous vehicles are impossible, they are actually already here. And it's probably a matter of \"when\" Tesla solves fully autonomous driving, rather than an \"if.\"Driverless vehicles and automation have made a lot of progress recently, without too much attention in the mainstream media. Companies like Waymo and Cruise have already recently started operating fleets of RoboTaxis in cities like San Francisco, albeit on pre-mapped routes and their cars are equipped with many additional sensors, and often Lidar/radar. Tesla is trying to solve the autonomous issue with vision.As you can see from the graph below, the number of cumulative miles driven with FSD Beta is going up exponentially. Even before it has been widely released. This should continue to develop exponentially, especially since we are very close to a large-scale beta release, which is expected to come any day now. Tesla has a huge data advantage, as almost its entire fleet of cars is equipped with cameras that can perform FSD. And this should continue to grow as Tesla delivers millions more cars to this existing fleet.Tesla IRCompared to Waymo and Cruise, Tesla simply already has a fleet of millions ready to be deployed once FSD is capable of being many times safer than the average driver, and can be loaned out by its owners when their car is not operational. Fun fact: cars spend 95% of their operational time parked in cities. Elon Musk said in a recent interview that autonomous cars should become roughly 5 times more useful, but cost the same amount of money to build.Tesla currently already rakes in 25-30% gross margin. If Tesla solves overall autonomy and a car becomes 5x more useful, that completely changes Tesla's valuation. During the last earnings call, Elon Musk told investors that the team is making a lot of progress with the RoboTaxi platform. We think this platform will come in 2024 at the earliest, but it could be later. We do see it as an inevitability, given how close Tesla is getting to solving generalized autonomy.For critics, we highly recommend looking at Tesla's latest FSD Beta (10.69.3) and comparing it to where FSD Beta was 2 years ago. In our view, humans are capable of driving using vision, and a neural net should eventually be able to do so as well once it has been trained enough and given enough data.Putting The Pieces TogetherIf our assumptions are correct, Tesla should be able to reach its market capital of $4.5 billion in 8-10 years. It would do this by capturing most of the EV market, as in Norway (about 20%), which should amount to 20 million vehicles per year out of a total of 100 million vehicles produced annually by 2030-2032.As mentioned earlier, we believe that the cost reduction of lithium-ion batteries will significantly drive the transition to EVs even without the inflation-limiting law. We predict that EVs will reach the same price very soon, within 1-2 years, and that demand for EVs will exceed demand for ICE vehicles. We believe Tesla has a superior advantage because it has been producing EVs for 15 years and is still years ahead in terms of volume compared to U.S. automakers.Furthermore, we think the main threat to Tesla is Chinese automakers such as BYD (OTCPK:BYDDF), Li Auto (LI), NIO (NIO), XPeng (XPEV) and others, who have a clean balance sheet, have scaled up their production and can actually make EVs that can compete with Tesla's in terms of cost. As an even cheaper Tesla platform will be rolled out, we believe Tesla's demand will be much greater than its current supply, for which it still has a significant wait even at an annual production of 2 million cars by the end of 2022.Tesla IRI can't emphasize enough, we have excellent demand for Q4, and we expect to sell every car that we make for as far into future as we can see. So, the factories are running at full speed, and we're delivering every car we make and keeping operating margins strong. We are still a very small percentage of the total vehicles on the road. Of the 2 billion cars and trucks on the road, we only have about 3.5 million. So, we've got a long way to go to even reach 1% of the global fleet. (Elon Musk)At 20 million vehicles and a 30% operating margin, Tesla should be expected to bring in US$1T of revenue and US$300B of operating income. At a 15x multiple, similar and relatively conservative to other tech companies, Tesla should reach a US$4.5T valuation by 2030-2032, or larger than Apple and Saudi Aramco currently combined.Outside of competition from Chinese EVs, the only major risk we currently see is Tesla's production disruptions at its Giga Shanghai factory due to local regulators, or a lack of ability to produce enough batteries or problems along the way in scaling up their 4680 battery production.A smaller risk we might see at Twitter, as Elon already had to sell US$4BN in Tesla shares this week to fund Twitter's negative cash flow. We believe this was a one-time event and Twitter should have sufficient funding to continue its operations for the foreseeable future.The Bottom LineWith Q4 looking \"extremely good\" according to Elon Musk, and Tesla at record low valuations based on an EV to EBITDA multiple, we believe Tesla to be significantly undervalued given its growth and operational leverage. There are a lot of factors that could boost the share price of the stock in the coming months/year as well, such as Tesla's Semi, Cybertruck, Energy Storage ramp-up, and most important of all: a full-scale FSD Beta release.We believe Tesla to be able to reach a US$4.5T market cap with its automotive operations, albeit it being in the far future and requiring exceptional execution. A wide-scale release of Tesla's FSD Beta we believe could also lead to immense improvements of its autonomous platform, bringing us one step closer to autonomy and creating even more operational leverage.A series of successes and progress in its FSD beta could significantly boost the share price, as Tesla comes closer to reaching its infamous RoboTaxi platform.Data by YChartsThis article is written by Wright's Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989035010,"gmtCreate":1665846479230,"gmtModify":1676537671727,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Now is the time to grab some valuable stockfor long term investment and capital gain","listText":"Now is the time to grab some valuable stockfor long term investment and capital gain","text":"Now is the time to grab some valuable stockfor long term investment and capital gain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9989035010","repostId":"2275632549","repostType":4,"repost":{"id":"2275632549","kind":"highlight","pubTimestamp":1665787534,"share":"https://ttm.financial/m/news/2275632549?lang=&edition=fundamental","pubTime":"2022-10-15 06:45","market":"us","language":"en","title":"Tesla Stock Is Down 50% From Its High. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275632549","media":"Motley Fool","summary":"The major market indexes fell back to earth Friday, approaching their 2022 lows again.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Markets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.</li><li>Tesla shares have fallen by a third in less than a month.</li><li>Tesla's earnings report next week should give investors some vital information about its fundamental business prospects.</li></ul><p>Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the <b>Nasdaq Composite</b> closed at its worst level of the year, and the <b>S&P 500</b> and <b>Dow Jones Industrial Average</b> gave up most of their advances from earlier in the week.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21aa89d7e02f24dc3037cff50f5058b4\" tg-width=\"1211\" tg-height=\"286\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: YAHOO! FINANCE.</span></p><p>One of the biggest stock stories of the past several years has been <b>Tesla</b>. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.</p><p>For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They've lost about a third of their value in less than a month. Tesla closed Friday's session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.</p><h2>A lot is happening with Tesla</h2><p>Several items hit Tesla newsfeeds on Friday. One involved the company's new Gigafactory facility in Germany -- a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that's already showing signs of strain.</p><p>Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it's possible that the new accounting requirements (if adopted) would create more volatility in the automaker's quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla's crypto holdings aren't extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.</p><h2>What to expect from Tesla next week</h2><p>Investors will get the latest financial results from Tesla next week, and one question they'll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company's profits -- even temporarily -- it could explain the stock's recent declines.</p><p>It's new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla's business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla's long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Down 50% From Its High. Time to 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\">\nTesla Stock Is Down 50% From Its High. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 06:45 GMT+8 <a href=https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/10/14/tesla-stock-is-down-50-from-its-high-time-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275632549","content_text":"KEY POINTSMarkets fell sharply on Friday, sending the Nasdaq Composite to a new closing low for 2022.Tesla shares have fallen by a third in less than a month.Tesla's earnings report next week should give investors some vital information about its fundamental business prospects.Investors were surprised by the big rally in the stock market on Thursday, but Friday brought another dose of reality and disappointment. After having posted monumental gains despite high readings on inflation, the Nasdaq Composite closed at its worst level of the year, and the S&P 500 and Dow Jones Industrial Average gave up most of their advances from earlier in the week.DATA SOURCE: YAHOO! FINANCE.One of the biggest stock stories of the past several years has been Tesla. The electric vehicle (EV) pioneer has given investors huge gains since 2019, and even briefly became a trillion-dollar company as it built out its production capacity in an effort to meet the strong customer demand for its EVs.For much of 2022, Tesla stock managed to avoid the worst impacts of the Nasdaq bear market, holding up reasonably well even as other large-cap players in the index fell more sharply. However, Tesla shares have finally shown their vulnerability: They've lost about a third of their value in less than a month. Tesla closed Friday's session at less than half its closing high back on Nov. 4, 2021, leading some investors to wonder whether now might finally be the time to take a closer look at the EV stock.A lot is happening with TeslaSeveral items hit Tesla newsfeeds on Friday. One involved the company's new Gigafactory facility in Germany -- a news report suggested that due to problems with a production process, the company might not be able to begin to mass-produce electric battery cells there until 2024. Tesla has high hopes for the facility, and as it ramps up, its output could eventually reach 500,000 vehicles annually. But for the site to reach peak efficiency, it will be useful if it has the capacity to produce all of its key components instead of relying on other Gigafactories around the world -- especially as Tesla aims to simplify a supply chain and distribution system that's already showing signs of strain.Some investors also anticipate that proposed changes to the accounting rules for cryptocurrency holdings could have an adverse impact on Tesla. The U.S. Financial Accounting Standards Board recently discussed requiring businesses that hold digital assets to account for them at fair value on their balance sheets. Although Tesla sold off a substantial portion of its crypto holdings earlier this year, it's possible that the new accounting requirements (if adopted) would create more volatility in the automaker's quarterly earnings, distracting from the core results of its EV business. Admittedly, Tesla's crypto holdings aren't extensive enough to make any significant difference to its balance sheet at this point, but CEO Elon Musk has enough of a reputation for talking about digital assets that some investors see his fortunes as being tied to those of cryptocurrencies from time to time.What to expect from Tesla next weekInvestors will get the latest financial results from Tesla next week, and one question they'll be asking is what impact, if any, the disparity between its third-quarter delivery and production totals will have on its income statement. Tesla has cited logistical issues to explain why its production numbers met targets, but its delivery figures fell short. If those issues prove costly enough to substantially affect the company's profits -- even temporarily -- it could explain the stock's recent declines.It's new for some shareholders to see Tesla prove vulnerable to market downturns. In the end, though, what matters is whether Tesla's business can live up to the high expectations investors have for it. There are bound to be some speed bumps along the way, but those who believe in Tesla's long-term vision will likely be pleased to have a chance to buy shares at prices 50% cheaper than they were less than a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000454","authorId":"9000000000000454","name":"NinaEmmie","avatar":"https://static.tigerbbs.com/5fc0bb702215fdd5f1335f8d65e3e9bc","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000454","authorIdStr":"9000000000000454"},"content":"Indeed! Even though the stock price is still changing, the current price is also very low. I like Apple and Tesla. They won't let me down.","text":"Indeed! Even though the stock price is still changing, the current price is also very low. I like Apple and Tesla. They won't let me down.","html":"Indeed! Even though the stock price is still changing, the current price is also very low. I like Apple and Tesla. They won't let me down."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917236900,"gmtCreate":1665529268800,"gmtModify":1676537620022,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great and now is the time accumulate the valuable stock and keep it for long term","listText":"Great and now is the time accumulate the valuable stock and keep it for long term","text":"Great and now is the time accumulate the valuable stock and keep it for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9917236900","repostId":"1126298657","repostType":4,"repost":{"id":"1126298657","kind":"news","pubTimestamp":1665501481,"share":"https://ttm.financial/m/news/1126298657?lang=&edition=fundamental","pubTime":"2022-10-11 23:18","market":"us","language":"en","title":"Tesla Is A Bargain With Optimus And Recent Events","url":"https://stock-news.laohu8.com/highlight/detail?id=1126298657","media":"Seeking Alpha","summary":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despit","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.</li><li>Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.</li><li>We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.</li><li>Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.</li></ul><p>Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.</p><p>We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.</p><p><img src=\"https://static.tigerbbs.com/194dff43d71f26606d51256c830a4945\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Bumble C</p><p>As Tesla's Humanoid Robot is still under development, they were able to show their prototype "Bumble C," which is to become a low-cost and mass-producible Optimus robot.</p><p>The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.</p><p><img src=\"https://static.tigerbbs.com/c6d0c0a5d8694dfa2f56d1cf75ee8831\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>We want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:</p><ul><li>Optimus is intended for mass production (i.e., thousands or millions of units).</li><li>Project progress was made in just 6 to 8 months, compared with decades at competitors.</li><li>The robot is expected to be affordable, costing only US$20K to manufacture, or "significantly less expensive than an EV."</li><li>Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.</li><li>It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.</li></ul><p><img src=\"https://static.tigerbbs.com/48961fc406e0289960175b055105f015\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Critics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.</p><p>The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to "focus on more practical applications." None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.</p><p>Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.</p><p><img src=\"https://static.tigerbbs.com/5780d19805b143394d1cccb72a98ac6d\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>It is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.</p><p>For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.</p><p><img src=\"https://static.tigerbbs.com/9fbe300b4c6989fade2f3522cfee49eb\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Cost Savings</p><p>One of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in "building the machine that builds the machine," like their Gigafactories.</p><p>For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.</p><p>Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.</p><p><img src=\"https://static.tigerbbs.com/bb9b7b69eca0bcc3d547dcee35162406\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>There is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.</p><p>Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.</p><p>That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.</p><p><img src=\"https://static.tigerbbs.com/b7e5dc767ae2f36f0f5ba809cf7b9637\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>With a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.</p><p>The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.</p><p><img src=\"https://static.tigerbbs.com/5ee780b98aa96a00300a696e280cf786\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>Tesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.</p><p>It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.</p><p>Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.</p><p><img src=\"https://static.tigerbbs.com/f969773a012764dc54e04de9cedeaa0e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day</p><p>The Automotive Side</p><p>Tesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).</p><p>In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.</p><p>In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.</p><p><img src=\"https://static.tigerbbs.com/98543a4dc086e1db225ea538cc5c71f3\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>This is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.</p><p>For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.</p><p><img src=\"https://static.tigerbbs.com/2fa7a1659836da3ee6ab572806224152\" tg-width=\"640\" tg-height=\"131\" referrerpolicy=\"no-referrer\"/></p><p>Author's Calculations</p><p>OpEx is also likely to improve significantly over time, as Elon Musk himself alluded that "OpEx. is embarrassingly high." Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.</p><p>This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.</p><p><img src=\"https://static.tigerbbs.com/fd7f2dced45f19caff10798400d7a8bf\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>We used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.</p><p>Developments, Macroeconomics & Risks</p><p>While many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.</p><p>According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.</p><p>In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.</p><p><img src=\"https://static.tigerbbs.com/0104878c08973b5c44e0881be20c144d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>On the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.</p><p>Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a "demand-side problem," Tesla mentioned that it was actually due to the fact that it is "increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks." We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.</p><p>Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer "junk bonds." Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.</p><p><img src=\"https://static.tigerbbs.com/7faae7db7817551fd0be2c8bcc40fe0c\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Tesla IR</p><p>The Bottom Line</p><p>Optimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.</p><p>Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in "building the machines that make the machines" puts them in pole position to dominate the innovative sectors in which Tesla operates.</p><p>In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.</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>Tesla Is A Bargain With Optimus And Recent Events</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Is A Bargain With Optimus And Recent Events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:18 GMT+8 <a href=https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545812-tesla-stock-bargain-with-optimus-and-recent-events\">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/4545812-tesla-stock-bargain-with-optimus-and-recent-events","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126298657","content_text":"SummaryTesla has significantly improved its Optimus robot in a very short time, and could generate huge cash flow in these cases.Many positive catalysts have materialized around Tesla recently, despite the fact that the stock suffered one of its heaviest losses in recent years.We judge that the automotive component of Tesla's business should be able to outperform broad benchmarks, allowing the stock to achieve double-digit annual returns.Tesla is expanding across most major emerging industries, presumably including energy, transportation, computing, manufacturing, robotics and more.Tesla (NASDAQ: TSLA) introduced its highly anticipated Optimus/ Bumble C robot this week atAI Day. There were also a slew of news announcements from Tesla and others that had very positive implications for the future. Nevertheless, Tesla shares this week seem headed for their longest losing streak since March 2021.We think that Tesla's new humanoid robot, in addition to developments in their real world AI, computing and other Tesla products currently represent a very attractive buying opportunity for long-term holders of the stock, and we expect it to outperform broad benchmarks even in times of macroeconomic distress.Bumble CAs Tesla's Humanoid Robot is still under development, they were able to show their prototype \"Bumble C,\" which is to become a low-cost and mass-producible Optimus robot.The initial release and demonstration of the product was followed by a variety ofreactions from expertsin the robotics industry and the investment community. Interestingly, Tesla received high praise from experts from the robotics industry, while there were many skeptics from the investment community.Tesla AI DayWe want to highlight the key differences between what makes Tesla's bot so different from competitors such as Boston Dynamics, Honda and others:Optimus is intended for mass production (i.e., thousands or millions of units).Project progress was made in just 6 to 8 months, compared with decades at competitors.The robot is expected to be affordable, costing only US$20K to manufacture, or \"significantly less expensive than an EV.\"Tesla has a formidable AI advantage in the real world thanks to data collection efforts such as their FSD beta.It is built for efficiency, and optimized for defined tasks rather than optimized for aesthetics.Tesla AI DayCritics who compared the Optimus prototype to Boston Dynamics, for example, should note that Boston Dynamics has been aroundfor 30 years, and their humanoid robot Atlas has been in development for nearly 10 years, rather than 6 to 8 months. Boston Dynamics has also shown no intention of mass-producing their Atlas Robot, or at what price. However, their smaller robot dog, Spot, is currently available at a price ofabout US$75,000. At a price of US$20,000, not only small businesses but also households should be able to afford an Optimus robot.The same goes for other concepts, such asHonda's Asimorobot, a humanoid robot that has been in development since the 1980s and was officially created in the year 2000. Although initially intended for mass development, Honda stopped producing Asimo robots to \"focus on more practical applications.\" None were actually sold, but Hondagave a pseudo quote of as much as $2.5 million per robot.Tesla's robot may not have the same dexterity and human-like character because it is not primarily intended to perform tasks such as parkour or dancing. We also believe that Tesla, thanks to its real-world data collection, for example with FSD Beta, and its fleet ofmore than 3 million cars, has a head start on developing a functional AI-driven humanoid robot.Tesla AI DayIt is also important to note that this event was not aimed at investors, as thesole purpose was to recruit the best possible talent for Tesla and their Optimus project. We believe that recruiting the most talented engineers and employees at Tesla is a huge advantage for innovation within the company and to stay ahead of the competition.For example, a recent survey of 49,197 American studentsby Universum, which specializes in employer branding, found that Tesla and SpaceX were named as their ideal employers. The combination of the ability to attract the best team of engineers, expertise in scaling and mass production, combined with a strong lead in data collection and years of expertise in real-world AI development, leads us to consider that Tesla is poised to become the leading company in humanoid robotics.Tesla AI DayThe Cost SavingsOne of the main reasons Tesla is likely to make robots for a price tag of only US$20K is probably their ability to scale, vertically integrate and simplify concepts by leveraging their advances in automotive technology. Remember, Tesla specializes in \"building the machine that builds the machine,\" like their Gigafactories.For example,in their Q2 report, they showed that the number of robots in their gigafactory body shop could be reduced by 70% compared to their first Model 3 body shop through large castings and parts consolidation. They are still on a quest for simplification with each new product and factory. Another example could be Tesla, which reportedlyremoved the ultrasonic sensorson Model 3 and Model Y vehicles because they are more confident in their AI and full self-driving capabilities.Vertical integration in innovation is always an important concept because the unit price of certain components can drop significantly as a result ofWright's Law. For example, according to Wright's law, the cost of batteries drops 28% for every cumulative doubling of the number of units produced. That concept could be accelerated, as some of the robots' components have similarities to what is used in EVs, and could be vertically integrated. The Optimus robots could also be used in Tesla's own production chain, producing more cars and robots.Tesla AI DayThere is still some debate whether Tesla will sell the robots at a fixed price, lease them, or possibly require an annual subscription for the robot and its software. If the Optimus could be produced for US$20K, it could represent a significant cost savings for employers that completely exceeds the output and productivity of an average worker. Tesla's FSD Beta software alone currently costs US$15K, and sells very well.Compared to the average US work week, which is about 38.7 hours, Optimus can stay connected 24/7 when working in a factory, bringing the total work week to 168 hours. That's a 4x increase in output. Let's say the robot can replace 4 full-time factory or warehouse workers performing boring and repetitive tasks, employers could save up to$29,250 per employeeper year.That makes $117,000 per robot per year, since its output is more than 4 times that of an employee. If the average lifetime of a robot is 8 years, this means a value of $936,000 per robot over its lifetime. This does not include the cost of employing workers, elimination of personnel costs, worker training and productivity loss due to illness or injury. Each year, approximately 2.3 million people worldwide suffer a work-related injury.Tesla AI DayWith a value of US$936,000 and a COGS of US$20,000 in mass production, each unit produced could generate US$916,000 in value. Suppose Tesla takes a 30% gross margin on the value of this robot, just as they dowith their cars, that leaves another US$274,800 in gross profit per unit produced, or US$274.8BN per million units produced.The big difference in why Tesla could succeed in building a truly intelligent robot capable of performing realistic tasks lies in itsdata advantageand its unique ability to collect data in real time. Even as we speak, thousands of cars worldwide on FSD Beta are collecting data to train Tesla's AI. It has been collecting such data since 2014, has a dataset of 4.8 million clips and has trained 75,778 models.Tesla AI DayTesla also showed that it is serious about AI, by giving us a big update on their Dojo supercomputer they are building, and what plans they have for it. Tesla currently still uses a lot of Nvidia (NVDA) GPUs, but plans to increase its own capabilities for training its neural net.It should also significantly reduce costs, and help Tesla maintain a data advantage. As Tesla's fleet grows exponentially with increased production and therollout of FSD betato more users, the amount of data Tesla and FSD beta collect in real-world applications also scales exponentially. Currently, Tesla has already driven over 35 million miles with its FSD beta cumulatively. Currently, they appear to be adding 10 million miles per quarter and expanding exponentially.Tesla currently claims that it can replace 6 GPU boxes with just 1Dojo tile, which they also claim costs less than 1 GPU box itself, further significantly improving their cost efficiency and form factor in building out their AI systems.Tesla AI DayThe Automotive SideTesla has ventured into many areas, including batteries, solar, AI, self-driving, computers, robotics and more. While all of these ventures are promising and show great potential, we believe Tesla's auto side itself can generate better returns than broad benchmarks such as the S&P 500 (SPY).In the transition to EVs, we believe that with Wright's Law in place,EVs will be on parin price with ICE vehicles by next year 2024, and it will be a no-brainer to buy an EV. Especially as US oil prices remain high.OPEC+, for example, announced this week a production cut of 2 million barrels per day. Not only will it become cheaper to buy an EV, including tax breaks, but it will also likely cost less to maintain and refuel, increasing the adoption rate exponentially.In 2021, the EV adoption rate was 6.6%, and we believe that by 2030 about 60% of car sales will be EVs, as EVs continue to fall below the same price as ICE vehicles as explained in our previous model. Under our assumptions, Tesla's market share in EVs will remain stagnant at 20% as competition enters the market. If both criteria are met, Tesla is expected to sell 10.8 million vehicles per year by 2030.Tesla IRThis is also in line withElon Musk's expectationto have a fleet of more than 100 million cars in 10 years. Tesla has set a goal of producing more than double our estimate of 20 million units by 2030. However, we believe Tesla's average selling price will drop from US$50,450 in 2021 to US$42,000 in 2030 as a result of a new smaller sedan, with a target price closer to US$25,000-US$35,0000, in addition to a price cut to keep up with competitive pressures.For a more in-depth explanation of our parameters for our valuation, please read our previous valuation modelpublished here on Seeking Alpha. We expect Tesla to generate approximately US$172.37BN in gross automotive revenue by 2030, with a gross margin of up to 38%.Author's CalculationsOpEx is also likely to improve significantly over time, as Elon Musk himself alluded that \"OpEx. is embarrassingly high.\" Tesla's adjusted EBITDA margin was 21.6% in 2021, which we predict could reach 32% over the next 8 years. These improvements include cost reductions, historical margin improvement, expansion of software-based revenues and low fixed costs.This would lead us to a final adjusted EBITDA of US$145.15 billion for the automotive section. If 5% annualshare dilutionis also taken into account, that would lead to adjusted EBITDA of US$31.42 per share by 2030. At a reasonable multiple of 16x, we expect Tesla's auto section to propel Tesla to $502.67 per share, or a CAGR of 10.7% that exceeds the historical average return of the S&P 500.Tesla IRWe used the mean of theS&P 500 multiplier, but Tesla could be trading higher at that point because it could also be valued as a software company trading atmuch higher multiples. Also note that the S&P 500 is more likely to trade below its historical average return because economic growth is currently stalling.Developments, Macroeconomics & RisksWhile many critics expect Tesla to have a demand-side problem, we believe the opposite is true. Tesla historically and still has a huge order backlog, and has recently had toraise pricesagain to ensure that the customer experience does not suffer from immense wait times.According toTeslike, which tracks Tesla data, the company still has a backlog of 317,000 vehicles despite price increases. This continuous backlog of orders could also serve as a great buffer if we are heading for anearnings recessionby the end of this year, as we and many economists expect.In contrast, looking at economic indicators, we see an environment of rising yields, which are expected to rise to 4.5-4.75% by next year, making it more expensive for Tesla to expand operations, raise additional capital to build new Gigafactories and ramp up production as previously planned in a 0 interest rate environment, they face macroeconomic headwinds.Data by YChartsOn the other hand, OPEC+ announced this week its intention to cut production by2 million barrels per day as the group seeks to keep crude above $90 per barrel. This would also boost demand and accelerate the use of EVs as they reach the same price as ICE vehicles. Another big risk for Tesla is the production, or scaling up of its batteries,specifically 4680s in the future.Tesla also announced this week itsdeliveries for Q22022: 365,923 vehicles were produced and 343,830 delivered, which was less than the deliveries expected by Wall Street. While some investors thought it was due to a \"demand-side problem,\" Tesla mentioned that it was actually due to the fact that it is \"increasingly challenging to secure vehicle transportation capacity, and at a reasonable cost during peak logistics weeks.\" We think Tesla made the right decision, saving capital for investors rather than placing hasty orders toward the end of the quarter to meet Wall Street's expectations.Tesla also recently received aninvestment graderating for its bonds for the first time, meaning they are rated BBB by S&P global and are no longer \"junk bonds.\" Even more good news came this week, as Elon Musk also hinted that Tesla will start production onDecember 1stand deliver its first Semitruck to customer Pepsi. This means that Tesla could be sending us a positive signal about its 4680s battery production and is ready to disrupt a new segment of the auto industry.Tesla IRThe Bottom LineOptimus could give Tesla a huge boost in cash flow, if it manages to solve and integrate true AI into its Optimus robot and can mass produce it at very low cost. According to our assumptions, Tesla looks like an attractive investment, as the company is expected to outperform historical average benchmarks such as the S&P 500 with its automotive operations alone.Other complementary activities that generate cash flow, such as solar, batteries, Optimus, AI, computer applications and others, have great potential and could push the company's valuation beyond the $502.67 per share target, giving investors additional alpha if the projects succeed and are widely implemented. We believe Tesla's expertise in \"building the machines that make the machines\" puts them in pole position to dominate the innovative sectors in which Tesla operates.In essence, we fully support Elon Musk's view at AI Day that Tesla is essentially a succession of tech start-ups trying to solve some of the most difficult problems. All the recent positive news, amid one of Tesla's biggest one-week declines, makes Tesla stock all the more attractive to buy at this time, in our opinion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968210172,"gmtCreate":1669243768396,"gmtModify":1676538171141,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968210172","repostId":"1168042484","repostType":4,"repost":{"id":"1168042484","kind":"news","pubTimestamp":1669207575,"share":"https://ttm.financial/m/news/1168042484?lang=&edition=fundamental","pubTime":"2022-11-23 20:46","market":"us","language":"en","title":"Tesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1168042484","media":"Bloomberg","summary":"Shares slumped 52% this year with $300b wipeout in two monthsMorgan Stanley sees value opportunity while Citi upgradesElon Musk.Photographer: Carina Johansen/AFPAfter losing nearly $300 billion in mar","content":"<html><head></head><body><ul><li>Shares slumped 52% this year with $300b wipeout in two months</li><li>Morgan Stanley sees value opportunity while Citi upgrades</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76d786e2fc285c0e8faa9755ba109fa5\" tg-width=\"1000\" tg-height=\"665\" referrerpolicy=\"no-referrer\"/><span>Elon Musk.Photographer: Carina Johansen/AFP</span></p><p>After losing nearly $300 billion in market value in two months, a growing chorus of Tesla Inc. analysts say the share-price decline has gone far enough.</p><p>Morgan Stanley analyst Adam Jonas said on Wednesday that Tesla is approaching his “bear case” price target of $150, presenting an opportunity for investors to buy at a bargain price. Citi analysts upgraded the shares to neutral from sell, saying that a more than 50% slump this year “has balanced out the near-term risk/reward.”</p><p>Despite challenges including decelerating demand andprice cutsin China, Tesla is the only electric vehicle maker covered by Morgan Stanley that generates a profit on the sale of its cars, Jonas wrote in a note. The analyst -- who also highlighted Tesla’s potential to benefit from consumer tax credits in the US -- reiterated his $330 price target.</p><p>Shares rose as much as 1.9% in premarket trading to $173.11. The stock has slumped this year amid rising raw materials costs,issueswith production and sales in China and pressure on customer budgets. Latterly, Chief Executive Officer Elon Musk’s focus on turning around Twitter Inc. has also hit sentiment, with $300 billion wiped off Tesla’s market cap in the past two months, according to Bloomberg calculations.</p><p><img src=\"https://static.tigerbbs.com/28418b2c1e10b82bdeec4788d9133a29\" tg-width=\"1235\" tg-height=\"695\" referrerpolicy=\"no-referrer\"/></p><p>The distraction caused by Twitter needs to end to stop the stock slide, according to Jonas. “There must be some form of sentiment ‘circuit breaker’ around the Twitter situation to calm investor concerns around Tesla,” he wrote.</p><p>Despite all of the challenges Tesla has faced this year, Wall Street has mainly stayed bullish. The majority of Tesla analysts tracked by Bloomberg rate the stock a buy or equivalent, while the shares would need to rally a whopping 80% to hit the median analyst target price. This year’s slump has left the stock trading at 31 times forward earnings, down from more than 200 times in early 2021.</p><p>Citi analyst Itay Michaeli, who upgraded the stock on Wednesday, has one of the lowest price targets on the Street, at $176. The analyst said he was turning more positive because Tesla’s slump means that some of the overly-bullish expectations in the stock, including on unit sales, have now been priced out.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Stock Slump Has Gone Too Far, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-23 20:46 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-11-23/tesla-is-value-opportunity-as-it-nears-morgan-stanley-bear-case?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares slumped 52% this year with $300b wipeout in two monthsMorgan Stanley sees value opportunity while Citi upgradesElon Musk.Photographer: Carina Johansen/AFPAfter losing nearly $300 billion in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-23/tesla-is-value-opportunity-as-it-nears-morgan-stanley-bear-case?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-23/tesla-is-value-opportunity-as-it-nears-morgan-stanley-bear-case?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168042484","content_text":"Shares slumped 52% this year with $300b wipeout in two monthsMorgan Stanley sees value opportunity while Citi upgradesElon Musk.Photographer: Carina Johansen/AFPAfter losing nearly $300 billion in market value in two months, a growing chorus of Tesla Inc. analysts say the share-price decline has gone far enough.Morgan Stanley analyst Adam Jonas said on Wednesday that Tesla is approaching his “bear case” price target of $150, presenting an opportunity for investors to buy at a bargain price. Citi analysts upgraded the shares to neutral from sell, saying that a more than 50% slump this year “has balanced out the near-term risk/reward.”Despite challenges including decelerating demand andprice cutsin China, Tesla is the only electric vehicle maker covered by Morgan Stanley that generates a profit on the sale of its cars, Jonas wrote in a note. The analyst -- who also highlighted Tesla’s potential to benefit from consumer tax credits in the US -- reiterated his $330 price target.Shares rose as much as 1.9% in premarket trading to $173.11. The stock has slumped this year amid rising raw materials costs,issueswith production and sales in China and pressure on customer budgets. Latterly, Chief Executive Officer Elon Musk’s focus on turning around Twitter Inc. has also hit sentiment, with $300 billion wiped off Tesla’s market cap in the past two months, according to Bloomberg calculations.The distraction caused by Twitter needs to end to stop the stock slide, according to Jonas. “There must be some form of sentiment ‘circuit breaker’ around the Twitter situation to calm investor concerns around Tesla,” he wrote.Despite all of the challenges Tesla has faced this year, Wall Street has mainly stayed bullish. The majority of Tesla analysts tracked by Bloomberg rate the stock a buy or equivalent, while the shares would need to rally a whopping 80% to hit the median analyst target price. This year’s slump has left the stock trading at 31 times forward earnings, down from more than 200 times in early 2021.Citi analyst Itay Michaeli, who upgraded the stock on Wednesday, has one of the lowest price targets on the Street, at $176. The analyst said he was turning more positive because Tesla’s slump means that some of the overly-bullish expectations in the stock, including on unit sales, have now been priced out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968307500,"gmtCreate":1669121181801,"gmtModify":1676538154840,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Grab the opportunity to accumulate the valuable stock for long term investment ","listText":"Grab the opportunity to accumulate the valuable stock for long term investment ","text":"Grab the opportunity to accumulate the valuable stock for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9968307500","repostId":"2285069770","repostType":4,"repost":{"id":"2285069770","kind":"highlight","pubTimestamp":1669104452,"share":"https://ttm.financial/m/news/2285069770?lang=&edition=fundamental","pubTime":"2022-11-22 16:07","market":"us","language":"en","title":"Tesla: Strong Rebound Could Be Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2285069770","media":"Seeking Alpha","summary":"which is 4.2 times higher than in Q2’22 when Tesla’s production suffered from COVID-related factory shutdowns. The growth in Tesla’s free cash flow margin is also due chiefly to a resumption of full production. What specifically stood out in Tesla's Q3'22 earnings report was the improvement in Tesla’s operating-cash-flo","content":"<html><head></head><body><h2>Summary</h2><ul><li>Tesla experienced a massive production rebound in Q3 2022.</li><li>The EV company’s free cash flow (and margins) are improving.</li><li>Tesla's valuation is actually not that expensive. Revenue estimates are rising.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c27a0eac9a28bef79be0b62ea6e94f9\" tg-width=\"750\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla, Inc. (NASDAQ:TSLA) has seen a strong rebound in production and delivery growth in Q3 2022, which has translated into surging free cash flow ("FCF") for the electric vehicle ("EV") company. I believe Tesla’s soaring free cash flow and improving free cash flow conversion could ultimately result in a strong upwards revaluation of the firm’s shares. Year-to-date, Tesla’s shares have lost about half of their value due to many interrelated factors such as factory shutdowns in China, supply chain challenges, as well as inflation which is making raw materials more expensive. Since Tesla experienced a strong production rebound in Q3’22, I believe Tesla’s valuation has become too cheap given its prospects in the electric vehicle industry, and I consider the risk profile heavily skewed to the upside!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82789eb75255682f7592d3e9b3c9550\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Tesla beat Q3'22 earnings</h2><p>Tesla reported Q3 2022 results in October which, based off of earnings, were better than expected. Tesla remained solidly profitable in the third quarter and reported EPS of $1.05, which beat the consensus of $1.00 per share. Revenues slightly disappointed, however.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0abfa8f1ab48d0fc683d664981a99773\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha: Tesla Q3'22 Results</span></p><h2>Massive production rebound in Q3’22</h2><p>Tesla produced 365,923 electric vehicles in the third quarter, showing an increase of 42% quarter-over-quarter as production came back online after COVID-19 outbreaks forced factory shutdowns in the previous quarter. About 95% of Tesla's Q3'22 production volume related to the Model 3/Y. Total deliveries in Q3’22 were 343,830, showing 35% quarter-over-quarter growth. Tesla achieved these results due to better factory utilization, as well as strong volume growth driven by robust customer demand for Tesla’s electric vehicle products.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b247e22241721fc6d09698c5b572dd0\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/><span>Source: InsideEVs</span></p><h2>Model 3/Y production ramp resulted in massive free cash flow rebound</h2><p>The ramp of the Model 3/Y is driving Tesla’s free cash flow growth, and although Tesla experienced a drop-off in revenues and FCF in Q2’22, the third quarter brought a lot of lost production volume back. As a result, Tesla is likely going to see new production and delivery records in Q4’22. I estimate that Tesla could produce between 380-390 thousand electric vehicles just in the fourth quarter and cross the 400 thousand EV production threshold in Q1’23. Tesla also said that it expects about 50% annual growth in production this year.</p><p>Tesla achieved $3,297M in free cash flow in Q3’22 on total revenues of $21.5B, which calculates to an FCF margin of 15.4%… which is 4.2 times higher than in Q2’22 when Tesla’s production suffered from COVID-related factory shutdowns. The growth in Tesla’s free cash flow margin is also due chiefly to a resumption of full production. What specifically stood out in Tesla's Q3'22 earnings report was the improvement in Tesla’s operating-cash-flow-to-free-cash-flow conversion. The FCF conversion ratio -- which shows how much money of its operating cash flow gets “converted” into free cash flow - improved from 26.4% in Q2’22 to 64.6% in Q3’22. The improved conversion rate shows that Tesla’s Q3’22 production rebound has fundamentally improved the company’s free cash flow prospects.</p><p>Now that Tesla’s production, especially of the Model 3/Y, has resumed, I believe Tesla’s new baseline level of quarterly free cash flow is $2.7B to $3.3B.</p><table><tbody><tr><td><p>$ in millions</p></td><td><p>Q3'21</p></td><td><p>Q4'21</p></td><td><p>Q1'22</p></td><td><p>Q2'22</p></td><td><p>Q3'22</p></td><td><p>Y/Y Growth</p></td></tr><tr><td><p>Total revenues</p></td><td><p>$13,757</p></td><td><p>$17,719</p></td><td><p>$18,756</p></td><td><p>$16,934</p></td><td><p>$21,454</p></td><td><p>55.9%</p></td></tr><tr><td><p>Net cash from operating activities</p></td><td><p>$3,147</p></td><td><p>$4,585</p></td><td><p>$3,995</p></td><td><p>$2,351</p></td><td><p>$5,100</p></td><td><p>62.1%</p></td></tr><tr><td><p>Capital expenditures</p></td><td><p>($1,819)</p></td><td><p>($1,810)</p></td><td><p>($1,767)</p></td><td><p>($1,730)</p></td><td><p>($1,803)</p></td><td><p>-0.9%</p></td></tr><tr><td><p>Free cash flow</p></td><td><p>$1,328</p></td><td><p>$2,775</p></td><td><p>$2,228</p></td><td><p>$621</p></td><td><p>$3,297</p></td><td><p>148.3%</p></td></tr><tr><td><p>Free cash flow margin</p></td><td><p>9.7%</p></td><td><p>15.7%</p></td><td><p>11.9%</p></td><td><p>3.7%</p></td><td><p>15.4%</p></td><td><p>59.2%</p></td></tr><tr><td><p>OCF-FCF conversion</p></td><td><p>42.2%</p></td><td><p>60.5%</p></td><td><p>55.8%</p></td><td><p>26.4%</p></td><td><p>64.6%</p></td><td><p>53.2%</p></td></tr></tbody></table><p>(Source: Author)</p><p>A company’s free cash flow can be used in three ways: (1) repayment of debt, (2) investments in new products and innovation, and (3) for stock buybacks and dividends. For Tesla, I believe points (2) and (3) will be the relevant ones going forward. Tesla is ramping up EV production rapidly, and free cash flow generated from growing deliveries is set to be used for the ramp of the Model 3/Y and the development/market introduction of the Cybertruck, which is expected to become available in mid-2023.</p><p>Additionally, Elon Musk has started to play around with the idea of buying back $5-10B worth of Tesla stock which would be the first-ever stock buyback for the electric vehicle company. A stock buyback is usually seen as a sign that management sees its shares as undervalued, and it could push shares of Tesla into a new up-leg. Given that Tesla's shares have revalued to the downside by nearly 50% this year, I believe the introduction of a share buyback could help ease the negative sentiment overhang that has been created for Tesla's shares as well.</p><h2>Growth in operating income margin despite industry challenges</h2><p>Besides improved free cash flow margins, Tesla has seen growth in its operating margins, which has been partly driven by higher volumes and higher average selling prices. Despite lower levels of production due to COVID-19 and massive supply-chain challenges earlier this year, Tesla has successfully navigated these circumstances and managed to grow its operating income margins to 17.2%, showing a 2.6 PP improvement over Q2’22.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf0f3f66102ed1712c059f0173fa3986\" tg-width=\"640\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/><span>Source: Tesla</span></p><h2>Tesla’s valuation is cheap</h2><p>Tesla’s valuation is not outrageous considering how quickly the company is ramping up deliveries and revenues. The expectation is for Tesla to sell $117.6B worth of product in FY 2023 which implies an annual revenue growth rate of 41%. Additionally, estimates for Tesla’s forward revenues have increased in FY 2022, showing growing analyst confidence in Tesla’s production ramp, especially regarding the Model 3 and Model Y. Based off of revenues of $117.6B, shares of Tesla trade at a P-S ratio of 4.8 X... which is significantly significantly below the 1-year average of 7.9 X.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/690a5c96ed543c16f9afa926d6b72b65\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla's shares are also attractively valued based off of earnings... considering that Tesla is already profitable - it generated $3.3B in Q3'22 profits - and that production is ramping up. Tesla has a P/E ratio of 31.3 X which is not crazy for an EV company that is already generating big profits.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24fbe5c4e500a9d012367e7a8455593c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla has also begun hiring new staff in November for the Cybertruck, which is Tesla's next EV product. Tesla is going to produce the Cybertruck at the Gigafactory in Texas with production expected to commence in FY 2023. The Cybertruck already has way more than 1M in reservations and the introduction of Tesla's newest model could be an upside catalyst for Tesla's shares.</p><p>Tesla's valuation compared to other EV companies may be considered high, but the EV company is the uncontested market leader in the electric vehicle industry and has an unrivaled output volume. No other EV company has the scale, capitalization, product lineup, and production footprint of Tesla.</p><p>Most of Tesla's competition consists of smaller start-ups that serve clearly-defined niches, such as pickup trucks, sport utility vehicles, or premium-class sedans. Tesla's shares, however, due to the near-50% down-side revaluation in 2022, are now even cheaper than shares of Lucid Group (LCID) and Rivian Automotive (RIVN)... and Tesla is profitable.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d36ef4c5d0c93be730fb43ab50145f1\" tg-width=\"635\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><h2>Risks with Tesla</h2><p>The biggest commercial risk that I see with Tesla is a slowdown regarding the production ramp of the Model 3 and Model Y or delays with the production of the Cybertruck. High inflation, which makes raw materials more expensive, as well as continual supply chain disruptions are risks for Tesla and the stock as well. I would change my mind about Tesla if the company went through new unforeseen production bottlenecks regarding the Model 3/Y ramp or if the company experienced a steep drop-off in free cash flow.</p><h2>Limited recession impact, Taiwan risk</h2><p>I believe a recession would not have a major impact on Tesla’s potential in the EV market because the regulatory environment and customer attitudes have strongly shifted in favor of electric vehicles in recent years, including in China whose government has said it plans to reach net-zero emissions by 2060. However, because Tesla has built a giga-factory in Shanghai to serve Chinese demand for electric vehicles, the EV company is exposed to political risks in the event of a larger China-Taiwan conflict.</p><h2>Final thoughts</h2><p>Tesla’s production accomplishments and free cash flow growth in Q3'22 are underrated, especially the improving free cash flow conversion ratio. What makes Tesla attractive as an EV investment is the low valuation based off of earnings, the strong free cash flow rebound and the nearing Cybertruck production start which could revive interest in Tesla. A potential stock buyback of up to $10B could also send shares of Tesla into a new up-leg. Considering that Tesla shares have lost near-50% of their value this year, I believe the risk profile is heavily skewed to the upside!</p><p><i>This article is written by The Asian Investor for reference only. Please note the risks.</i></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>Tesla: Strong Rebound Could Be Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Strong Rebound Could Be Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:07 GMT+8 <a href=https://seekingalpha.com/article/4559651-tesla-strong-rebound-could-be-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla experienced a massive production rebound in Q3 2022.The EV company’s free cash flow (and margins) are improving.Tesla's valuation is actually not that expensive. Revenue estimates are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559651-tesla-strong-rebound-could-be-ahead\">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/4559651-tesla-strong-rebound-could-be-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285069770","content_text":"SummaryTesla experienced a massive production rebound in Q3 2022.The EV company’s free cash flow (and margins) are improving.Tesla's valuation is actually not that expensive. Revenue estimates are rising.Xiaolu ChuTesla, Inc. (NASDAQ:TSLA) has seen a strong rebound in production and delivery growth in Q3 2022, which has translated into surging free cash flow (\"FCF\") for the electric vehicle (\"EV\") company. I believe Tesla’s soaring free cash flow and improving free cash flow conversion could ultimately result in a strong upwards revaluation of the firm’s shares. Year-to-date, Tesla’s shares have lost about half of their value due to many interrelated factors such as factory shutdowns in China, supply chain challenges, as well as inflation which is making raw materials more expensive. Since Tesla experienced a strong production rebound in Q3’22, I believe Tesla’s valuation has become too cheap given its prospects in the electric vehicle industry, and I consider the risk profile heavily skewed to the upside!Data by YChartsTesla beat Q3'22 earningsTesla reported Q3 2022 results in October which, based off of earnings, were better than expected. Tesla remained solidly profitable in the third quarter and reported EPS of $1.05, which beat the consensus of $1.00 per share. Revenues slightly disappointed, however.Seeking Alpha: Tesla Q3'22 ResultsMassive production rebound in Q3’22Tesla produced 365,923 electric vehicles in the third quarter, showing an increase of 42% quarter-over-quarter as production came back online after COVID-19 outbreaks forced factory shutdowns in the previous quarter. About 95% of Tesla's Q3'22 production volume related to the Model 3/Y. Total deliveries in Q3’22 were 343,830, showing 35% quarter-over-quarter growth. Tesla achieved these results due to better factory utilization, as well as strong volume growth driven by robust customer demand for Tesla’s electric vehicle products.Source: InsideEVsModel 3/Y production ramp resulted in massive free cash flow reboundThe ramp of the Model 3/Y is driving Tesla’s free cash flow growth, and although Tesla experienced a drop-off in revenues and FCF in Q2’22, the third quarter brought a lot of lost production volume back. As a result, Tesla is likely going to see new production and delivery records in Q4’22. I estimate that Tesla could produce between 380-390 thousand electric vehicles just in the fourth quarter and cross the 400 thousand EV production threshold in Q1’23. Tesla also said that it expects about 50% annual growth in production this year.Tesla achieved $3,297M in free cash flow in Q3’22 on total revenues of $21.5B, which calculates to an FCF margin of 15.4%… which is 4.2 times higher than in Q2’22 when Tesla’s production suffered from COVID-related factory shutdowns. The growth in Tesla’s free cash flow margin is also due chiefly to a resumption of full production. What specifically stood out in Tesla's Q3'22 earnings report was the improvement in Tesla’s operating-cash-flow-to-free-cash-flow conversion. The FCF conversion ratio -- which shows how much money of its operating cash flow gets “converted” into free cash flow - improved from 26.4% in Q2’22 to 64.6% in Q3’22. The improved conversion rate shows that Tesla’s Q3’22 production rebound has fundamentally improved the company’s free cash flow prospects.Now that Tesla’s production, especially of the Model 3/Y, has resumed, I believe Tesla’s new baseline level of quarterly free cash flow is $2.7B to $3.3B.$ in millionsQ3'21Q4'21Q1'22Q2'22Q3'22Y/Y GrowthTotal revenues$13,757$17,719$18,756$16,934$21,45455.9%Net cash from operating activities$3,147$4,585$3,995$2,351$5,10062.1%Capital expenditures($1,819)($1,810)($1,767)($1,730)($1,803)-0.9%Free cash flow$1,328$2,775$2,228$621$3,297148.3%Free cash flow margin9.7%15.7%11.9%3.7%15.4%59.2%OCF-FCF conversion42.2%60.5%55.8%26.4%64.6%53.2%(Source: Author)A company’s free cash flow can be used in three ways: (1) repayment of debt, (2) investments in new products and innovation, and (3) for stock buybacks and dividends. For Tesla, I believe points (2) and (3) will be the relevant ones going forward. Tesla is ramping up EV production rapidly, and free cash flow generated from growing deliveries is set to be used for the ramp of the Model 3/Y and the development/market introduction of the Cybertruck, which is expected to become available in mid-2023.Additionally, Elon Musk has started to play around with the idea of buying back $5-10B worth of Tesla stock which would be the first-ever stock buyback for the electric vehicle company. A stock buyback is usually seen as a sign that management sees its shares as undervalued, and it could push shares of Tesla into a new up-leg. Given that Tesla's shares have revalued to the downside by nearly 50% this year, I believe the introduction of a share buyback could help ease the negative sentiment overhang that has been created for Tesla's shares as well.Growth in operating income margin despite industry challengesBesides improved free cash flow margins, Tesla has seen growth in its operating margins, which has been partly driven by higher volumes and higher average selling prices. Despite lower levels of production due to COVID-19 and massive supply-chain challenges earlier this year, Tesla has successfully navigated these circumstances and managed to grow its operating income margins to 17.2%, showing a 2.6 PP improvement over Q2’22.Source: TeslaTesla’s valuation is cheapTesla’s valuation is not outrageous considering how quickly the company is ramping up deliveries and revenues. The expectation is for Tesla to sell $117.6B worth of product in FY 2023 which implies an annual revenue growth rate of 41%. Additionally, estimates for Tesla’s forward revenues have increased in FY 2022, showing growing analyst confidence in Tesla’s production ramp, especially regarding the Model 3 and Model Y. Based off of revenues of $117.6B, shares of Tesla trade at a P-S ratio of 4.8 X... which is significantly significantly below the 1-year average of 7.9 X.Data by YChartsTesla's shares are also attractively valued based off of earnings... considering that Tesla is already profitable - it generated $3.3B in Q3'22 profits - and that production is ramping up. Tesla has a P/E ratio of 31.3 X which is not crazy for an EV company that is already generating big profits.Data by YChartsTesla has also begun hiring new staff in November for the Cybertruck, which is Tesla's next EV product. Tesla is going to produce the Cybertruck at the Gigafactory in Texas with production expected to commence in FY 2023. The Cybertruck already has way more than 1M in reservations and the introduction of Tesla's newest model could be an upside catalyst for Tesla's shares.Tesla's valuation compared to other EV companies may be considered high, but the EV company is the uncontested market leader in the electric vehicle industry and has an unrivaled output volume. No other EV company has the scale, capitalization, product lineup, and production footprint of Tesla.Most of Tesla's competition consists of smaller start-ups that serve clearly-defined niches, such as pickup trucks, sport utility vehicles, or premium-class sedans. Tesla's shares, however, due to the near-50% down-side revaluation in 2022, are now even cheaper than shares of Lucid Group (LCID) and Rivian Automotive (RIVN)... and Tesla is profitable.Data by YChartsRisks with TeslaThe biggest commercial risk that I see with Tesla is a slowdown regarding the production ramp of the Model 3 and Model Y or delays with the production of the Cybertruck. High inflation, which makes raw materials more expensive, as well as continual supply chain disruptions are risks for Tesla and the stock as well. I would change my mind about Tesla if the company went through new unforeseen production bottlenecks regarding the Model 3/Y ramp or if the company experienced a steep drop-off in free cash flow.Limited recession impact, Taiwan riskI believe a recession would not have a major impact on Tesla’s potential in the EV market because the regulatory environment and customer attitudes have strongly shifted in favor of electric vehicles in recent years, including in China whose government has said it plans to reach net-zero emissions by 2060. However, because Tesla has built a giga-factory in Shanghai to serve Chinese demand for electric vehicles, the EV company is exposed to political risks in the event of a larger China-Taiwan conflict.Final thoughtsTesla’s production accomplishments and free cash flow growth in Q3'22 are underrated, especially the improving free cash flow conversion ratio. What makes Tesla attractive as an EV investment is the low valuation based off of earnings, the strong free cash flow rebound and the nearing Cybertruck production start which could revive interest in Tesla. A potential stock buyback of up to $10B could also send shares of Tesla into a new up-leg. Considering that Tesla shares have lost near-50% of their value this year, I believe the risk profile is heavily skewed to the upside!This article is written by The Asian Investor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960264062,"gmtCreate":1668178200256,"gmtModify":1676538024990,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960264062","repostId":"1155100032","repostType":2,"repost":{"id":"1155100032","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":1668177168,"share":"https://ttm.financial/m/news/1155100032?lang=&edition=fundamental","pubTime":"2022-11-11 22:32","market":"us","language":"en","title":"Dow Opens Slightly Higher Friday, As Wall Street Tries to Build on Its Biggest One-Day Rally Since 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=1155100032","media":"Tiger Newspress","summary":"Stock futures rose Friday after China said it would ease some Covid measures, building on optimism f","content":"<html><head></head><body><p>Stock futures rose Friday after China said it would ease some Covid measures, building on optimism from lighter-than-feared inflation data that fueled a broad market rally in the previous session.</p><p>S&P 500 gained 0.1%, and the Dow rose 0.1%, and the Nasdaq Composite was flat.</p><p>Shares of U.S.-listed Chinese stocks jumped in the premarket after China said it would lift some Covid restrictions, shortening quarantine time for international travelers by two days. Shares of Alibaba, Pinduoduo and JD.com were up about 5%, 5.5% and 8%, respectively.</p><p>Other stocks with high exposure to China popped on the news. Shares of casino operators Wynn Resorts and Las Vegas Sands were up more than 4% and 3% in the premarket.</p><p>The news built on Thursday’s rally when the major averages posted their biggest one-day gains since 2020. The Dow jumped more than 1,200 points following a smaller-than-expected rise in consumer prices for the month of October, giving investors hope that inflation may be cooling. The S&P rose 5.5%, and the Nasdaq Composite surged about 7.4%.</p><p>Treasury yields plunged Thursday on the back of the weaker-than-expected inflation print, with the 10-year Treasury yield falling down to 3.811%. The 2-year yield dropped to 4.33%.</p><p>“From an equity market perspective, as long as the threat of much higher rates is out the way, this should remove a major headwind,” Barclays’ Emmanuel Cau wrote in a Friday note.</p><p>All of the indexes are on pace for a winning week. The Dow is up 4% on a weekly basis, while the S&P and Nasdaq are on pace for increases of 4.9% and 6.1%, respectively. The three averages are also on track for a positive month.</p><p>Investors are looking forward to preliminary University of Michigan consumer sentiment data, due out at 10 a.m. ET.</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 Opens Slightly Higher Friday, As Wall Street Tries to Build on Its Biggest One-Day Rally Since 2020</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 Opens Slightly Higher Friday, As Wall Street Tries to Build on Its Biggest One-Day Rally Since 2020\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\">2022-11-11 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures rose Friday after China said it would ease some Covid measures, building on optimism from lighter-than-feared inflation data that fueled a broad market rally in the previous session.</p><p>S&P 500 gained 0.1%, and the Dow rose 0.1%, and the Nasdaq Composite was flat.</p><p>Shares of U.S.-listed Chinese stocks jumped in the premarket after China said it would lift some Covid restrictions, shortening quarantine time for international travelers by two days. Shares of Alibaba, Pinduoduo and JD.com were up about 5%, 5.5% and 8%, respectively.</p><p>Other stocks with high exposure to China popped on the news. Shares of casino operators Wynn Resorts and Las Vegas Sands were up more than 4% and 3% in the premarket.</p><p>The news built on Thursday’s rally when the major averages posted their biggest one-day gains since 2020. The Dow jumped more than 1,200 points following a smaller-than-expected rise in consumer prices for the month of October, giving investors hope that inflation may be cooling. The S&P rose 5.5%, and the Nasdaq Composite surged about 7.4%.</p><p>Treasury yields plunged Thursday on the back of the weaker-than-expected inflation print, with the 10-year Treasury yield falling down to 3.811%. The 2-year yield dropped to 4.33%.</p><p>“From an equity market perspective, as long as the threat of much higher rates is out the way, this should remove a major headwind,” Barclays’ Emmanuel Cau wrote in a Friday note.</p><p>All of the indexes are on pace for a winning week. The Dow is up 4% on a weekly basis, while the S&P and Nasdaq are on pace for increases of 4.9% and 6.1%, respectively. The three averages are also on track for a positive month.</p><p>Investors are looking forward to preliminary University of Michigan consumer sentiment data, due out at 10 a.m. ET.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155100032","content_text":"Stock futures rose Friday after China said it would ease some Covid measures, building on optimism from lighter-than-feared inflation data that fueled a broad market rally in the previous session.S&P 500 gained 0.1%, and the Dow rose 0.1%, and the Nasdaq Composite was flat.Shares of U.S.-listed Chinese stocks jumped in the premarket after China said it would lift some Covid restrictions, shortening quarantine time for international travelers by two days. Shares of Alibaba, Pinduoduo and JD.com were up about 5%, 5.5% and 8%, respectively.Other stocks with high exposure to China popped on the news. Shares of casino operators Wynn Resorts and Las Vegas Sands were up more than 4% and 3% in the premarket.The news built on Thursday’s rally when the major averages posted their biggest one-day gains since 2020. The Dow jumped more than 1,200 points following a smaller-than-expected rise in consumer prices for the month of October, giving investors hope that inflation may be cooling. The S&P rose 5.5%, and the Nasdaq Composite surged about 7.4%.Treasury yields plunged Thursday on the back of the weaker-than-expected inflation print, with the 10-year Treasury yield falling down to 3.811%. The 2-year yield dropped to 4.33%.“From an equity market perspective, as long as the threat of much higher rates is out the way, this should remove a major headwind,” Barclays’ Emmanuel Cau wrote in a Friday note.All of the indexes are on pace for a winning week. The Dow is up 4% on a weekly basis, while the S&P and Nasdaq are on pace for increases of 4.9% and 6.1%, respectively. The three averages are also on track for a positive month.Investors are looking forward to preliminary University of Michigan consumer sentiment data, due out at 10 a.m. ET.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982733362,"gmtCreate":1667256935256,"gmtModify":1676537884403,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9982733362","repostId":"1169258680","repostType":4,"repost":{"id":"1169258680","kind":"news","pubTimestamp":1667230136,"share":"https://ttm.financial/m/news/1169258680?lang=&edition=fundamental","pubTime":"2022-10-31 23:28","market":"us","language":"en","title":"Will The Fed Push The S&P 500 Over 4000?","url":"https://stock-news.laohu8.com/highlight/detail?id=1169258680","media":"Forbes","summary":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during Augu","content":"<html><head></head><body><p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.</p><p>There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.</p><h2>Risk appetite</h2><p>Behind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.</p><p>The earnings season has been a case in point both <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Meta or the old Facebook were severely marked down on earnings disappointments as were <a href=\"https://laohu8.com/S/GOOG\">Google</a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> during last week's critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.</p><p>This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that's still painful for stocks, but it has arguably hit a recent high.</p><h2>Earnings</h2><p>Importantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.</p><p>There's a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they'll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.</p><p>In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who've hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&P index trade up to and maybe a little bit beyond the 4000 level.</p><p>What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.</p></body></html>","source":"fors","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>Will The Fed Push The S&P 500 Over 4000?</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\">\nWill The Fed Push The S&P 500 Over 4000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 23:28 GMT+8 <a href=https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3><strong>Forbes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during ...</p>\n\n<a href=\"https://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3\">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://www.forbes.com/sites/mikeosullivan/2022/10/30/will-the-fed-push-the-sp-500-over-4000/?sh=3e8a160c1de3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169258680","content_text":"In the past three weeks the stock market has rallied from recent lows, in the context of extreme bearish sentiment. Not unlike the rallies we saw at the beginning of the second quarter and during August the expectation is that we now enjoy a bear market rally into the end of this year.There are several factors to support this. First positioning is extremely bearish not just in the stock market where hedge funds are holding record short levels of futures but also in the options market where a great number of put option positions have been accumulated.Risk appetiteBehind this a number of risk appetite indicators are still in very risk averse territory suggesting that on balance many investors are positioned for bad news. What is interesting here is that the stock market and the bond market have effectively stopped reacting to bad news.The earnings season has been a case in point both Amazon and Meta or the old Facebook were severely marked down on earnings disappointments as were Google and Microsoft during last week's critical week for tech earnings but the broad market index rallied, in particular the Dow Jones index was very strong.This suggests that the stock market is moving on from some of the concerns it had earlier this year, also with inflation still high there are signs that bond yields are coming in from the extreme high levels of the past couple of weeks - the 10 year bond is now close to the 4% level, a level that's still painful for stocks, but it has arguably hit a recent high.EarningsImportantly the dollar has softened and in many cases this year currency markets have prefigured stress across other asset classes so the case is building for a bear market rally into the end of the year. Seasonally also November December tend to be quite a strong periods for the stock market particularly in the case of bull markets - which however this is not.There's a number of other factors to consider this week we have the Fed meeting there were expectations of a Fed pivot or even a pause that they'll do a 50 basis point rise in interest rates and then stop and watch as the data comes in and a lot of cyclical data has been softening suggesting that the economy is beginning to slow and the Fed can expect this to have a downward pressure on consumer and service prices.In terms of market action the most likely factor is that volatility comes down for the time being and this will hurt a lot of people playing in the options market - a lot of people who've hedged and in turn it may have a technical upward pressure on the stock market and it would be no surprise for me to see the S&P index trade up to and maybe a little bit beyond the 4000 level.What does worry me looking out over the next six months is that in the context of a lot of geopolitical stress and growing damage to economy - not just in Europe where Germany is suffering but many emerging markets from Turkey to some across Asia Latin America the housing market in the US is that in the beginning of next year we go into a form of a credit crisis where huge levels of accumulated debt on country balance sheets company balance sheets and consumer balance sheets are troubled by the catalyst of high inflation and high interest rates and this in its own way produces a deeper economic and financial crisis and then we get some real volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987597376,"gmtCreate":1667948400096,"gmtModify":1676537987293,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987597376","repostId":"1147745884","repostType":4,"repost":{"id":"1147745884","kind":"news","pubTimestamp":1667921777,"share":"https://ttm.financial/m/news/1147745884?lang=&edition=fundamental","pubTime":"2022-11-08 23:36","market":"us","language":"en","title":"Midterm Elections: What to Watch in Markets As America Votes","url":"https://stock-news.laohu8.com/highlight/detail?id=1147745884","media":"Seeking Alpha","summary":"It's midterm Election Day in the United States, and while the conventional wisdom has some strong id","content":"<html><head></head><body><p>It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate) suggest anything might happen.</p><p>Midterm elections typically go against the party of the president - and if that holds, and Republicans take over even just the House (let alone the currently split Senate), it effectively would mean a sidelining of the vast majority of President Biden's agenda for the remaining two years in his term.</p><p>That's not always bad for securities markets (NYSEARCA:SPY), where "gridlock" has often been received by investors as "status quo" - or, more specifically, the lack of any broad or shocking changes on tap that tend to spook investors and spur market declines.</p><p>"History suggests the midterms are a big influence on markets as they always seem to rally once midterms (or presidential elections) are out of the way," Deutsche Bank's Jim Reid said. "Our economists' base case is that Republicans will take the House but Democrats will maintain their slim majority in the Senate," he added.</p><p>For what it's worth, the world's richest man Elon Musk is now Twitter's CEO and sole director, and urged his more than 100 million followers on the service to go GOP: "I recommend voting for a Republican Congress, given that the Presidency is Democratic."</p><p>While the issues at stake in the election's various races are numerous - including gun control, abortion and immigration - investors will be focused on a few that have risen to the fore as election season has rumbled on, notably the broader economic slowdown and this year's historic inflation.</p><p>And while party polarization seems to be at historic highs, when it comes to business and investing, there are areas where the two parties are closer together than others. For example, where the parties agree on infrastructure spending, real estate, construction and utilities could benefit.</p><p>ESG investing (Environmental, Social and Governance) is indirectly on the ballot, as Republicans increasingly tap the issue as a political talking point. If the GOP makes a strong showing, you can expect the pressure on ESG investing to increase. Some of the popular ESG-themed exchange-traded funds: Invesco MSCI Sustainable Future ETF (ERTH), ALPS Clean Energy ETF (ACES), Fidelity Clean Energy ETF (FRNW), KraneShares MSCI China Environment Index (KGRN), Invesco MSCI Green Building ETF (GBLD), iShares S&P Global Clean Energy Index ETF (ICLN), Invesco Solar Portfolio ETF (TAN), Global X Wind Energy ETF (WNDY), CleanTech ETF (CTEC), Global X Solar ETF (RAYS), ProShares S&P Kensho Cleantech ETF (CTEX), First Trust Global Wind Energy ETF (FAN), iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV), and the SPDR S&P 500 ESG ETF (EFIV).</p><p>And conversely, the "anti-ESG" fund God Bless America ETF (YALL) launched last month, with a focus on screening out companies it considers activist.</p><p>Still, clean energy subsidies aren't as contentious as other issues, so it may be unlikely that President Biden's signature achievement on climate legislation will be unwound. Oil may be another matter: The idea floated by Biden for a windfall tax on Big Oil will be essentially dead if Republicans gain power. (By the by, the U.S. oil rig count has more than doubled during the Biden administration.)</p><p>Technology is another area where the parties have diverged more in recent years, though perhaps more on style: Both parties have argued for more regulation on tech, for different reasons. The Biden administration has been concerned with concentrated power and antitrust action against the tech giants, including Meta Platforms (META), Alphabet (GOOG) (GOOGL) and Amazon.com (AMZN), while Republicans have targeted social media on speech-related issues, and say they won't back some currently stalled antitrust bills - which could be a boon for those giants currently in the crosshairs.</p><p>Cannabis is on the ballot: Recreational marijuana use is a question in five states(Arkansas, Maryland, Missouri, North Dakota and South Dakota), and outside of Maryland, whether the measures will get adopted is an open question. Watch multistate operators including Cresco Labs (OTCQX: CRLBF); Columbia Care (OTCQX: CCHWF); Trulieve Cannabis (OTCQX: TCNNF); Green Thumb Industries (OTCQX: GTBIF); Curaleaf Holdings (OTCPK: CURLF); MedMen Enterprises (OTCQB: MMNFF); Acreage Holdings (OTCQX: ACRHF); Ayr Wellness (OTCQX: AYRWF); Verano Holdings (OTCQX: VRNOF); and Jushi Holdings (OTCQX: JUSHF), as well as ETFs: AdvisorShares Pure Cannabis ETF (YOLO), Amplify Seymour Cannabis ETF (CNBS), ETFMG Alternative Harvest ETF (MJ), AdvisorShares Pure US Cannabis ETF (MSOS), and Global X Cannabis ETF (POTX).</p><p>And of course, closely following on election night's news will be Thursday's CPI report, where new data on inflation might amplify the impact of any Tuesday ballot-related effect on markets.</p><p>One thing important for election observers to remember: It's extremely unlikely we'll know the results of every race during election night, as many states with more mail-in ballots will likely need more time or even much more time to count them (particularly in the number of states that disallow counting mail-in votes until Election Day arrives, including Pennsylvania and Wisconsin). And that means even knowing who controls part of Congress might still be in question on Wednesday or beyond.</p><p>Also, control of the extremely close Senate may depend on such factors as automatic recounts, or another Georgia run-off that could delay knowing the answer into December.</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>Midterm Elections: What to Watch in Markets As America Votes</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\">\nMidterm Elections: What to Watch in Markets As America Votes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 23:36 GMT+8 <a href=https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate)...</p>\n\n<a href=\"https://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes\">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://seekingalpha.com/news/3903249-election-day-what-to-watch-in-markets-as-america-votes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147745884","content_text":"It's midterm Election Day in the United States, and while the conventional wisdom has some strong ideas about how it will play out, increasing uncertainty around polling (and a contentious electorate) suggest anything might happen.Midterm elections typically go against the party of the president - and if that holds, and Republicans take over even just the House (let alone the currently split Senate), it effectively would mean a sidelining of the vast majority of President Biden's agenda for the remaining two years in his term.That's not always bad for securities markets (NYSEARCA:SPY), where \"gridlock\" has often been received by investors as \"status quo\" - or, more specifically, the lack of any broad or shocking changes on tap that tend to spook investors and spur market declines.\"History suggests the midterms are a big influence on markets as they always seem to rally once midterms (or presidential elections) are out of the way,\" Deutsche Bank's Jim Reid said. \"Our economists' base case is that Republicans will take the House but Democrats will maintain their slim majority in the Senate,\" he added.For what it's worth, the world's richest man Elon Musk is now Twitter's CEO and sole director, and urged his more than 100 million followers on the service to go GOP: \"I recommend voting for a Republican Congress, given that the Presidency is Democratic.\"While the issues at stake in the election's various races are numerous - including gun control, abortion and immigration - investors will be focused on a few that have risen to the fore as election season has rumbled on, notably the broader economic slowdown and this year's historic inflation.And while party polarization seems to be at historic highs, when it comes to business and investing, there are areas where the two parties are closer together than others. For example, where the parties agree on infrastructure spending, real estate, construction and utilities could benefit.ESG investing (Environmental, Social and Governance) is indirectly on the ballot, as Republicans increasingly tap the issue as a political talking point. If the GOP makes a strong showing, you can expect the pressure on ESG investing to increase. Some of the popular ESG-themed exchange-traded funds: Invesco MSCI Sustainable Future ETF (ERTH), ALPS Clean Energy ETF (ACES), Fidelity Clean Energy ETF (FRNW), KraneShares MSCI China Environment Index (KGRN), Invesco MSCI Green Building ETF (GBLD), iShares S&P Global Clean Energy Index ETF (ICLN), Invesco Solar Portfolio ETF (TAN), Global X Wind Energy ETF (WNDY), CleanTech ETF (CTEC), Global X Solar ETF (RAYS), ProShares S&P Kensho Cleantech ETF (CTEX), First Trust Global Wind Energy ETF (FAN), iShares ESG Aware MSCI USA ETF (ESGU), Vanguard ESG U.S. Stock ETF (ESGV), and the SPDR S&P 500 ESG ETF (EFIV).And conversely, the \"anti-ESG\" fund God Bless America ETF (YALL) launched last month, with a focus on screening out companies it considers activist.Still, clean energy subsidies aren't as contentious as other issues, so it may be unlikely that President Biden's signature achievement on climate legislation will be unwound. Oil may be another matter: The idea floated by Biden for a windfall tax on Big Oil will be essentially dead if Republicans gain power. (By the by, the U.S. oil rig count has more than doubled during the Biden administration.)Technology is another area where the parties have diverged more in recent years, though perhaps more on style: Both parties have argued for more regulation on tech, for different reasons. The Biden administration has been concerned with concentrated power and antitrust action against the tech giants, including Meta Platforms (META), Alphabet (GOOG) (GOOGL) and Amazon.com (AMZN), while Republicans have targeted social media on speech-related issues, and say they won't back some currently stalled antitrust bills - which could be a boon for those giants currently in the crosshairs.Cannabis is on the ballot: Recreational marijuana use is a question in five states(Arkansas, Maryland, Missouri, North Dakota and South Dakota), and outside of Maryland, whether the measures will get adopted is an open question. Watch multistate operators including Cresco Labs (OTCQX: CRLBF); Columbia Care (OTCQX: CCHWF); Trulieve Cannabis (OTCQX: TCNNF); Green Thumb Industries (OTCQX: GTBIF); Curaleaf Holdings (OTCPK: CURLF); MedMen Enterprises (OTCQB: MMNFF); Acreage Holdings (OTCQX: ACRHF); Ayr Wellness (OTCQX: AYRWF); Verano Holdings (OTCQX: VRNOF); and Jushi Holdings (OTCQX: JUSHF), as well as ETFs: AdvisorShares Pure Cannabis ETF (YOLO), Amplify Seymour Cannabis ETF (CNBS), ETFMG Alternative Harvest ETF (MJ), AdvisorShares Pure US Cannabis ETF (MSOS), and Global X Cannabis ETF (POTX).And of course, closely following on election night's news will be Thursday's CPI report, where new data on inflation might amplify the impact of any Tuesday ballot-related effect on markets.One thing important for election observers to remember: It's extremely unlikely we'll know the results of every race during election night, as many states with more mail-in ballots will likely need more time or even much more time to count them (particularly in the number of states that disallow counting mail-in votes until Election Day arrives, including Pennsylvania and Wisconsin). And that means even knowing who controls part of Congress might still be in question on Wednesday or beyond.Also, control of the extremely close Senate may depend on such factors as automatic recounts, or another Georgia run-off that could delay knowing the answer into December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980891286,"gmtCreate":1665701772946,"gmtModify":1676537650024,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980891286","repostId":"2275728816","repostType":4,"repost":{"id":"2275728816","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":1665700683,"share":"https://ttm.financial/m/news/2275728816?lang=&edition=fundamental","pubTime":"2022-10-14 06:38","market":"us","language":"en","title":"US STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help","url":"https://stock-news.laohu8.com/highlight/detail?id=2275728816","media":"Reuters","summary":"* Stocks reverse course after morning drop* Headline CPI rise for September more than expected* Inde","content":"<html><head></head><body><p>* Stocks reverse course after morning drop</p><p>* Headline CPI rise for September more than expected</p><p>* Indexes: Dow up 2.8%, S&P 500 up 2.6%, Nasdaq up 2.2%</p><p>NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.</p><p>The reversal marked a jump of nearly 194 points in the S&P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.</p><p>Financials and energy led gains among S&P 500 sectors.</p><p>The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.</p><p>"People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts," said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.</p><p>Some strategists also pointed to some technical support levels around the 3,500 mark for the S&P 500.</p><p>The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.</p><p>"It's technical factors," Lip said, adding that the recent steep selloff in stocks may mean "bad news may have already been discounted.</p><p>"Going into earnings season, all we really need is things to be not as bad as suspected," he said.</p><p>Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose following better-than-estimated fourth-quarter results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.</p><p>Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/57e6e2f817e41145b8c6aff3ef3e656b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></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-Wall Street Ends up 2% After Sharp Reversal; Technicals Help</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 STOCKS-Wall Street Ends up 2% After Sharp Reversal; Technicals Help\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\">2022-10-14 06:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Stocks reverse course after morning drop</p><p>* Headline CPI rise for September more than expected</p><p>* Indexes: Dow up 2.8%, S&P 500 up 2.6%, Nasdaq up 2.2%</p><p>NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.</p><p>The reversal marked a jump of nearly 194 points in the S&P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.</p><p>Financials and energy led gains among S&P 500 sectors.</p><p>The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.</p><p>"People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts," said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.</p><p>Some strategists also pointed to some technical support levels around the 3,500 mark for the S&P 500.</p><p>The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.</p><p>"It's technical factors," Lip said, adding that the recent steep selloff in stocks may mean "bad news may have already been discounted.</p><p>"Going into earnings season, all we really need is things to be not as bad as suspected," he said.</p><p>Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.</p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc rose following better-than-estimated fourth-quarter results.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.</p><p>The S&P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.</p><p>Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.</p><p><img src=\"https://static.tigerbbs.com/57e6e2f817e41145b8c6aff3ef3e656b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275728816","content_text":"* Stocks reverse course after morning drop* Headline CPI rise for September more than expected* Indexes: Dow up 2.8%, S&P 500 up 2.6%, Nasdaq up 2.2%NEW YORK, Oct 13 (Reuters) - U.S. stocks surged to close more than 2% higher on Thursday, as technical support and investors covering short bets drove a dramatic rebound from a selloff earlier in the day.The reversal marked a jump of nearly 194 points in the S&P 500 from its low of the session to its high, the biggest intraday jump for the index since Jan. 24.Financials and energy led gains among S&P 500 sectors.The market initially dropped after data showed the headline consumer price index rose at an annual pace of 8.2% in September, compared with an estimated 8.1% rise.\"People were perhaps net short going into the CPI report, and saw the report being negative and started covering their shorts,\" said King Lip, chief investment strategist at Baker Avenue Asset Management in San Francisco.Some strategists also pointed to some technical support levels around the 3,500 mark for the S&P 500.The Dow Jones Industrial Average rose 827.87 points, or 2.83%, to 30,038.72, the S&P 500 gained 92.88 points, or 2.60%, to 3,669.91 and the Nasdaq Composite added 232.05 points, or 2.23%, to 10,649.15.\"It's technical factors,\" Lip said, adding that the recent steep selloff in stocks may mean \"bad news may have already been discounted.\"Going into earnings season, all we really need is things to be not as bad as suspected,\" he said.Big Wall Street banks kick off third-quarter reporting season on Friday, with investors awaiting to see how a high interest-rate environment affects their profits.Walgreens Boots Alliance Inc rose following better-than-estimated fourth-quarter results.Advancing issues outnumbered declining ones on the NYSE by a 2.24-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored advancers.The S&P 500 posted three new 52-week highs and 172 new lows; the Nasdaq Composite recorded 51 new highs and 600 new lows.Volume on U.S. exchanges was 13.39 billion shares, compared with a roughly 11 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205838339772592,"gmtCreate":1691262867302,"gmtModify":1691262871252,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"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/205838339772592","repostId":"2356430987","repostType":2,"repost":{"id":"2356430987","kind":"highlight","pubTimestamp":1691202368,"share":"https://ttm.financial/m/news/2356430987?lang=&edition=fundamental","pubTime":"2023-08-05 10:26","market":"us","language":"en","title":"3 Tech Stocks to Sell in August Before They Crash and Burn","url":"https://stock-news.laohu8.com/highlight/detail?id=2356430987","media":"InvestorPlace","summary":"Some tech stocks are better left avoided, and some you should sell right now. This article explores the ones you should drop immediately.","content":"<html><head></head><body><ul><li><p> These 3 tech stocks are facing major hurdles in their business, and the future remains unclear.</p></li><li><p><strong>Snapchat</strong> (<strong>SNAP</strong>): Rising competition from TikTok and Instagram, and a failing advertising business model.</p></li><li><p><strong><a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a></strong> (<strong>LUMN</strong>): The company’s long-term debt is a massive red flag.</p></li><li><p><strong>ContextLogic</strong> (<strong>WISH</strong>): A cash-burning machine with dilution on the horizon.</p></li></ul><p>With the new bull market taking a storm, now might be a good time to consider tech stocks to sell. 2022 was a rough year for investors, as the global economy battled with high inflation and rising interest rates. The stock market fell more than 20%, and small to large-cap tech stocks saw some of their largest declines since the 2020 stock market crash.</p><p>While it can be a good decision to hold stocks through volatility, picking the wrong stocks and holding out on them can be an even worse decision. Knowing when to buy a stock is key, but also knowing when to sell a stock is just as important. </p><p>Below are my top 3 tech stocks to sell before they crash and burn!</p><h2 id=\"id_3655964143\">Snapchat (SNAP)</h2><p><strong>Snapchat </strong>(NYSE: <strong>SNAP</strong>) is an American multinational technology company whose principal features are pictures and messages that disappear. Snapchat’s primary demographic is Gen Z in the age range of 11-26. </p><p>During the 2020/2021 global pandemic, Snapchat benefited tremendously from the stay-at-home orders. From March 2020 to October 2021, the stock rose more than 7X and the company was posting record profits. </p><p>However, things have since taken a turn as the economy reopened and social media apps like TikTok continued to gain market share. In Q2 2023, Snapchat posted an adjusted net loss of $477 million. Free cash flow shrunk to $119 million, compared to $147 million in the year prior. </p><p>Snapchat is facing serious challenges in its advertising business, and rising competition from social media apps like TikTok and Instagram. Advertisers are flocking to TikTok to reach their abundant millennial audience and acquire cheaper ad rates per 1000 impressions. </p><p>While Snapchat’s DAUs continue to rise, investors should sell Snapchat stock until their advertising business’ future is more clear. </p><h2 id=\"id_2133031746\">Lumen Technologies (LUMN)</h2><p><strong>Lumen Technologies </strong>(NYSE: <strong>LUMN</strong>) has had an extremely rough year and is down roughly 66% YTD. </p><p>The company specializes in telecommunications, IoT, security, and cloud solutions. Lumen once had its glory days in the late 90s to early 2000s, but the company has seen an unfortunate turn for the worse. </p><p>They recently reported their Q2 earnings results which brought forth some shocking revelations. In Q2 2023, the company reported a net loss of $8.73 billion for the quarter from an impairment charge. The telecommunications company is currently facing steep challenges as it battles with slowing growth, rising competition, and crippling debt.</p><p>Total assets are down to $36 billion in the quarter, compared to $45 billion in December 2022. While the company can still see a complete turnaround, they continue to burn cash hand over fist and profitability is nowhere in sight. With $411 million in cash and nearly $20 billion in long-term debt, the future does not look too bright for Lumen.</p><p>The CEO’s plan to drive growth still remains unclear, and investors should sell Lumen before they regret it. </p><h2 id=\"id_2862744600\">ContextLogic (WISH)</h2><p><strong>ContextLogic </strong>(NASDAQ<strong>: WISH</strong>) was once a popularized meme stock during the 2020/2021 stock market bull run.</p><p>The company received a major buzz on social media platforms like Twitter and Reddit. Despite being unprofitable, retail investors took notice of the company’s hype. However, what retail investors failed to realize is that WISH’s glory days were numbered.</p><p>When inflation skyrocketed in the U.S. in 2022, popularized meme stocks, small/mid-cap stocks, and unprofitable companies fell precipitously. This ordeal only highlighted companies’ true value, which sparked the Fed’s tightening cycle and risk-off environment. </p><p>Since 2020, ContextLogic has continued to see a decline in top-line growth. In Q1 2023, total revenue was down 49% YOY while posting a net loss of $89 million for the quarter. The company is still not able to generate positive cash flow from operations. ContextLogic’s business model is clearly failing and the company is losing tons of money. Another main concern is dilution, as they will likely run out of cash by Q2 2024. </p><p>Therefore, WISH is one of the top tech stocks to sell in 2023, and investors should sell before the business fundamentals worsen. </p></body></html>","source":"investorplace_stock_picks","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 Tech Stocks to Sell in August Before They Crash and Burn</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 Tech Stocks to Sell in August Before They Crash and Burn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-05 10:26 GMT+8 <a href=https://investorplace.com/2023/08/3-tech-stocks-to-sell-in-august-before-they-crash-and-burn/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These 3 tech stocks are facing major hurdles in their business, and the future remains unclear.Snapchat (SNAP): Rising competition from TikTok and Instagram, and a failing advertising business model....</p>\n\n<a href=\"https://investorplace.com/2023/08/3-tech-stocks-to-sell-in-august-before-they-crash-and-burn/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUMN":"Lumen Technologies","SNAP":"Snap Inc"},"source_url":"https://investorplace.com/2023/08/3-tech-stocks-to-sell-in-august-before-they-crash-and-burn/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356430987","content_text":"These 3 tech stocks are facing major hurdles in their business, and the future remains unclear.Snapchat (SNAP): Rising competition from TikTok and Instagram, and a failing advertising business model.Lumen Technologies (LUMN): The company’s long-term debt is a massive red flag.ContextLogic (WISH): A cash-burning machine with dilution on the horizon.With the new bull market taking a storm, now might be a good time to consider tech stocks to sell. 2022 was a rough year for investors, as the global economy battled with high inflation and rising interest rates. The stock market fell more than 20%, and small to large-cap tech stocks saw some of their largest declines since the 2020 stock market crash.While it can be a good decision to hold stocks through volatility, picking the wrong stocks and holding out on them can be an even worse decision. Knowing when to buy a stock is key, but also knowing when to sell a stock is just as important. Below are my top 3 tech stocks to sell before they crash and burn!Snapchat (SNAP)Snapchat (NYSE: SNAP) is an American multinational technology company whose principal features are pictures and messages that disappear. Snapchat’s primary demographic is Gen Z in the age range of 11-26. During the 2020/2021 global pandemic, Snapchat benefited tremendously from the stay-at-home orders. From March 2020 to October 2021, the stock rose more than 7X and the company was posting record profits. However, things have since taken a turn as the economy reopened and social media apps like TikTok continued to gain market share. In Q2 2023, Snapchat posted an adjusted net loss of $477 million. Free cash flow shrunk to $119 million, compared to $147 million in the year prior. Snapchat is facing serious challenges in its advertising business, and rising competition from social media apps like TikTok and Instagram. Advertisers are flocking to TikTok to reach their abundant millennial audience and acquire cheaper ad rates per 1000 impressions. While Snapchat’s DAUs continue to rise, investors should sell Snapchat stock until their advertising business’ future is more clear. Lumen Technologies (LUMN)Lumen Technologies (NYSE: LUMN) has had an extremely rough year and is down roughly 66% YTD. The company specializes in telecommunications, IoT, security, and cloud solutions. Lumen once had its glory days in the late 90s to early 2000s, but the company has seen an unfortunate turn for the worse. They recently reported their Q2 earnings results which brought forth some shocking revelations. In Q2 2023, the company reported a net loss of $8.73 billion for the quarter from an impairment charge. The telecommunications company is currently facing steep challenges as it battles with slowing growth, rising competition, and crippling debt.Total assets are down to $36 billion in the quarter, compared to $45 billion in December 2022. While the company can still see a complete turnaround, they continue to burn cash hand over fist and profitability is nowhere in sight. With $411 million in cash and nearly $20 billion in long-term debt, the future does not look too bright for Lumen.The CEO’s plan to drive growth still remains unclear, and investors should sell Lumen before they regret it. ContextLogic (WISH)ContextLogic (NASDAQ: WISH) was once a popularized meme stock during the 2020/2021 stock market bull run.The company received a major buzz on social media platforms like Twitter and Reddit. Despite being unprofitable, retail investors took notice of the company’s hype. However, what retail investors failed to realize is that WISH’s glory days were numbered.When inflation skyrocketed in the U.S. in 2022, popularized meme stocks, small/mid-cap stocks, and unprofitable companies fell precipitously. This ordeal only highlighted companies’ true value, which sparked the Fed’s tightening cycle and risk-off environment. Since 2020, ContextLogic has continued to see a decline in top-line growth. In Q1 2023, total revenue was down 49% YOY while posting a net loss of $89 million for the quarter. The company is still not able to generate positive cash flow from operations. ContextLogic’s business model is clearly failing and the company is losing tons of money. Another main concern is dilution, as they will likely run out of cash by Q2 2024. Therefore, WISH is one of the top tech stocks to sell in 2023, and investors should sell before the business fundamentals worsen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945043002,"gmtCreate":1681338910606,"gmtModify":1681338914426,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945043002","repostId":"2326492479","repostType":2,"repost":{"id":"2326492479","kind":"highlight","pubTimestamp":1681312358,"share":"https://ttm.financial/m/news/2326492479?lang=&edition=fundamental","pubTime":"2023-04-12 23:12","market":"us","language":"en","title":"Elon Musk Complains about Selling Tesla Stock to Buy Twitter","url":"https://stock-news.laohu8.com/highlight/detail?id=2326492479","media":"Markets Insider","summary":"Elon Musk said he only sold Tesla stock because it was \"desperately needed\" for the Twitter deal. Th","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b42a31eb7dcd40e25b0d2f2353becacb\" tg-width=\"700\" tg-height=\"525\"/></p><ul><li><p>Elon Musk said he only sold Tesla stock because it was "desperately needed" for the Twitter deal. </p></li><li><p>The billionaire owner told the BBC that he sold Tesla stock even though he didn't want to.</p></li><li><p>When directly asked how much he is worth, Musk replied: "I don't know." </p></li></ul><p>Elon Musk said he sold Tesla stock only because it was "desperately needed" to complete his Twitter deal - and claimed that he doesn't know his net worth, in an impromptu interview with the BBC late Tuesday night.</p><p>"I sold a lot of Tesla stock to close this deal. I did not want to sell the Tesla stock," Musk told BBC correspondent James Clayton at Twitter's headquarters. </p><p>"People couldn't parse the difference between 'I'm selling Tesla stock because I've lost faith in Tesla,' which I haven't, or that it's desperately needed for Twitter," he said. </p><p>Musk sold about $23 billion worth of Tesla stock last year, largely to finance his $44 billion Twitter purchase. </p><p>He said that there are only "brief windows" where he can sell his Tesla stock, adding that such sales are often wrongly perceived as him lacking confidence in his electric-vehicle company. </p><p>"The Tesla stock sales caused the Tesla stock to plummet, which is not good," he said. </p><p>Tesla shares sank 65% in 2022, but have rallied 52% to $187 this year. They still trade well below their peak price of over $400 in November 2021.</p><p>The stock represents a significant chunk of Musk's estimated $181 billion fortune as of Wednesday.</p><p>When he was directly asked how much he is worth, the Tesla, Twitter, and SpaceX CEO replied: "I don't know." </p></body></html>","source":"marketsinsider","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>Elon Musk Complains about Selling Tesla Stock to Buy Twitter</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\">\nElon Musk Complains about Selling Tesla Stock to Buy Twitter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-12 23:12 GMT+8 <a href=https://markets.businessinsider.com/news/stocks/elon-musk-sell-tesla-stock-buy-twitter-deal-net-worth-2023-4><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk said he only sold Tesla stock because it was \"desperately needed\" for the Twitter deal. The billionaire owner told the BBC that he sold Tesla stock even though he didn't want to.When ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/elon-musk-sell-tesla-stock-buy-twitter-deal-net-worth-2023-4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4077":"互动媒体与服务","TWTR":"Twitter","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4550":"红杉资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","BK4099":"汽车制造商","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4548":"巴美列捷福持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4516":"特朗普概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4534":"瑞士信贷持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4508":"社交媒体","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H"},"source_url":"https://markets.businessinsider.com/news/stocks/elon-musk-sell-tesla-stock-buy-twitter-deal-net-worth-2023-4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326492479","content_text":"Elon Musk said he only sold Tesla stock because it was \"desperately needed\" for the Twitter deal. The billionaire owner told the BBC that he sold Tesla stock even though he didn't want to.When directly asked how much he is worth, Musk replied: \"I don't know.\" Elon Musk said he sold Tesla stock only because it was \"desperately needed\" to complete his Twitter deal - and claimed that he doesn't know his net worth, in an impromptu interview with the BBC late Tuesday night.\"I sold a lot of Tesla stock to close this deal. I did not want to sell the Tesla stock,\" Musk told BBC correspondent James Clayton at Twitter's headquarters. \"People couldn't parse the difference between 'I'm selling Tesla stock because I've lost faith in Tesla,' which I haven't, or that it's desperately needed for Twitter,\" he said. Musk sold about $23 billion worth of Tesla stock last year, largely to finance his $44 billion Twitter purchase. He said that there are only \"brief windows\" where he can sell his Tesla stock, adding that such sales are often wrongly perceived as him lacking confidence in his electric-vehicle company. \"The Tesla stock sales caused the Tesla stock to plummet, which is not good,\" he said. Tesla shares sank 65% in 2022, but have rallied 52% to $187 this year. They still trade well below their peak price of over $400 in November 2021.The stock represents a significant chunk of Musk's estimated $181 billion fortune as of Wednesday.When he was directly asked how much he is worth, the Tesla, Twitter, and SpaceX CEO replied: \"I don't know.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989536756,"gmtCreate":1666047703675,"gmtModify":1676537695563,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989536756","repostId":"1198296248","repostType":4,"repost":{"id":"1198296248","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":1666016066,"share":"https://ttm.financial/m/news/1198296248?lang=&edition=fundamental","pubTime":"2022-10-17 22:14","market":"us","language":"en","title":"EV Stocks Jumped in Morning Trading, With Canoo Surging 18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198296248","media":"Tiger Newspress","summary":"EV stocks jumped in morning trading, with Canoo surging 18%.","content":"<html><head></head><body><p>EV stocks jumped in morning trading, with Canoo surging 18%.<img src=\"https://static.tigerbbs.com/2c3ea923119ebf990382c5cab504309e\" tg-width=\"291\" tg-height=\"447\" width=\"100%\" height=\"auto\"/></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>EV Stocks Jumped in Morning Trading, With Canoo Surging 18%</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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