Serenechua personal page - To The Moon

Serenechua

Serenechua

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06-30

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@TigerEvents:[10th Anniv] Discover exciting features & win a US$1,010 reward!

06-30

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01-26

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01-23

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01-17

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01-17

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01-16

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01-16

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01-16

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01-16

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01-14

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01-13

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01-12

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01-11

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01-10

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01-09

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01-08

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01-07

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01-06

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01-04

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[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260068718108688","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259331745468712,"gmtCreate":1704325891522,"gmtModify":1704325895577,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"[Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/259331745468712","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":894529171,"gmtCreate":1628841156593,"gmtModify":1676529871324,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"Like me pls","listText":"Like me pls","text":"Like me pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/894529171","repostId":"1101202302","repostType":4,"repost":{"id":"1101202302","pubTimestamp":1628824140,"share":"https://ttm.financial/m/news/1101202302?lang=&edition=fundamental","pubTime":"2021-08-13 11:09","market":"us","language":"en","title":"5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1101202302","media":"24/7 wall street","summary":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatem","content":"<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.</p>\n<p>In a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:</p>\n<blockquote>\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n</blockquote>\n<p></p>\n<p>The five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a></p>\n<p>This somewhat contrarian play makes sense for investors looking for quality energy exposure. <a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a> Co. (NYSE: BKR) is an international industrial service company and <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.</p>\n<p><a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a> prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> has a Buy rating and said this recently:</p>\n<blockquote>\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n</blockquote>\n<p>Fund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.</p>\n<p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a></p>\n<p>The remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.</p>\n<p>It is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.</p>\n<p>Chipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.</p>\n<p>Fund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.</p>\n<p><a href=\"https://laohu8.com/S/EOG\">EOG Resources</a></p>\n<p>This leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, Canada, Trinidad, the <a href=\"https://laohu8.com/S/UBCP\">United</a> Kingdom and <a href=\"https://laohu8.com/S/CAAS\">China</a>.</p>\n<p>The stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.</p>\n<p>Fund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.</p>\n<p>Carrier Global</p>\n<p>This huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.</p>\n<p>The HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers.&nbsp;Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.</p>\n<p>The Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.</p>\n<p>The Fire &amp; Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.</p>\n<p>Fund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.</p>\n<p>Netflix</p>\n<p>This Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list.&nbsp;Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.</p>\n<p>Members can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments.&nbsp;Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.</p>\n<p>Many titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.</p>\n<p>Fund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.</p>\n<p>These five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.</p>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CARR":"开利全球","CMG":"墨式烧烤","BKR":"贝克休斯","NFLX":"奈飞","EOG":"依欧格资源"},"source_url":"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101202302","content_text":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.\nIn a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:\n\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n\n\nThe five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nBaker Hughes\nThis somewhat contrarian play makes sense for investors looking for quality energy exposure. Baker Hughes Co. (NYSE: BKR) is an international industrial service company and one of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.\nBaker Hughes prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.\nGoldman Sachs has a Buy rating and said this recently:\n\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n\nFund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.\nChipotle Mexican Grill\nThe remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.\nIt is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.\nChipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.\nFund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.\nEOG Resources\nThis leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the United States, Canada, Trinidad, the United Kingdom and China.\nThe stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.\nFund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.\nCarrier Global\nThis huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.\nThe HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers. Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.\nThe Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.\nThe Fire & Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.\nFund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.\nNetflix\nThis Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list. Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.\nMembers can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments. Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.\nMany titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.\nFund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.\nThese five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066188124,"gmtCreate":1651878536968,"gmtModify":1676534987300,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"No, i will not sell in May,&nbsp; I will wait until the stock market improves.","listText":"No, i will not sell in May,&nbsp; I will wait until the stock market improves.","text":"No, i will not sell in May, I will wait until the stock market 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LIMITED(G13.SI)$Genting","images":[{"img":"https://community-static.tradeup.com/news/dec3debe83b01e3be7254caf2cb8603b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081243976","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9964450126,"gmtCreate":1670201038566,"gmtModify":1676538318289,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9964450126","repostId":"1114516840","repostType":4,"repost":{"id":"1114516840","pubTimestamp":1670123489,"share":"https://ttm.financial/m/news/1114516840?lang=&edition=fundamental","pubTime":"2022-12-04 11:11","market":"us","language":"en","title":"China Traders Hunt for Long-Term Reopening Winners After Frenzy","url":"https://stock-news.laohu8.com/highlight/detail?id=1114516840","media":"Bloomberg","summary":"As China’s reopening starts totake shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing ","content":"<html><head></head><body><p>As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.</p><p>Money managers are zeroing in on companies that’ll benefit from a reopening-led economic recovery instead of travel and catering firms whose shares have jumped sharply in the early days of the rally. Some are positioning for a full easing of Covid restrictions to take place by March, even if the journey toward that end may bebumpy.</p><p>“With the trajectory of the economy set to be back on track, it is time to shift focus from stocks primed to jump on short-term changes,” said Hua Tong, fund manager at Shenzhen Zhengyuan Investment Co. “We can now afford to take the longer-term view to seek out opportunities -- and the biggest unrealized opportunity is in the consumer sector.”</p><p><img src=\"https://static.tigerbbs.com/903800956a252edd0dfc394993bf60aa\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>November’s historic rally is being seen as a game changer for Chinese equities after months of gut-wrenching swings fueled by rolling lockdowns that many said were the single-biggest drag on the market. Investors are seeking potential buys as Beijing gradually relaxes curbsthat combined with a property crisis made key Chinese gauges the world’s worst performers for much of this year.</p><p>Recent measures fromauthoritiesinclude allowing some low-risk patients to isolate at home and loosening restrictions in select cities, with the official rhetoric on Covid also coalescing around asofter tone.</p><h2>‘First Shot’</h2><p>“The reopening trade will be led by consumption and health care in the coming months,” said Li Changmin, fund manager at Snowball Wealth. “Guangzhou’s surprisereopening, even with its high case count, has fired the first shot, and this could expedite the time line for ending Covid Zero.”</p><p>Li expects a full reopening to occur before China’s annual parliamentary meetings take place in March. “Life returning to normal would mostly benefit the blue-chip names which have suffered huge valuation discounts, whereas the upside for travel and airlines stocks has been mostly priced in,” he said.</p><p>The CSI 300 Consumer Staples Index is trading close to 22 times its one-year forward earnings, compared to an average of almost 27 times over the past three years. Heavyweights such as liquor manufacturerKweichow Moutai Co. and dairy product maker Inner Mongolia Yili Industrial Group Co. are down about 40% from last year’s peaks.</p><p><img src=\"https://static.tigerbbs.com/bae5c874a8add4438d30ace4703d896e\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Theinitialleg of the reopening trade has seen more volatile stocks lead the charge. Shares linked to the travel, catering and pharmaceutical industries have been among the prime beneficiaries.</p><p>For example,Xi’an Tourism Co.jumped 37% in November while hotpot chainHaidilao International Holding Ltd.rallied 64% in Hong Kong. Shanghai Shenqi Pharmaceutical Investment Management Co. surged as much as 100% in November on speculation that a drug manufactured by the firm would be used to treat Covid patients.</p><p>Meanwhile, Moutai and Yili ended the month with gains of about 18% and 14%, respectively.</p><h2>Sportswear, Cars</h2><p>More broadly, the Hang Sang China Enterprises Index soared 29% in Hong Kong in November, the most since 2003. China’s benchmark CSI 300 Index jumped almost 10% in its best performance since July 2020. The rally has eased since, with the gauges little changed over two sessions in December.</p><p>Paul Pong, managing director at Pegasus Fund Managers Ltd. favors consumer stocks such as sportswear and car makers which are expected to beat their peers when spending picks up. “Big tech firms that have been laggards, like Alibaba and Tencent, will also outperform as they have high beta and benefit directly from a consumption recovery.”</p><p>To be sure, some still see room for a further rally in the traditional cohort of reopening plays. Manishi Raychaudhuri, Asian equity strategist at BNP Paribas, says that stocks related to tourism, restaurant chains, e-commerce, Macau gaming and retail-focused REITs may notch up more gains.</p><p>“Other Asian markets, like Thailand, also offer interesting exposures to this theme – through airports and hotel chain stocks,” he said.</p><h2>Long Game</h2><p>All said, an increasing number of investors are setting their sights on the longer-term play even though China’s exit from Covid Zero may be fraught with challenges.</p><p>“Reversing course is going to be like walking on a tightrope, full of adjustments in both directions in the search for the most desirable solution,” said Liu Xiaodong, partner at Shanghai Power Asset Management Co.</p><p>“This means that many of the reopening plays may be prone to flip flop and end up moving horizontally,” Liu said. “If anything, I think health-care does have potential, whichever way the tide turns in the short term, people are going to need treatment.”</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>China Traders Hunt for Long-Term Reopening Winners After Frenzy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Traders Hunt for Long-Term Reopening Winners After Frenzy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 11:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"000300.SH":"沪深300","HSI":"恒生指数"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-04/china-traders-hunt-for-long-term-reopening-winners-after-frenzy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114516840","content_text":"As China’s reopening starts to take shape, investor focus is increasingly seen shifting from frenzied stock bets to longer-term plays such as consumer and health-care shares.Money managers are zeroing in on companies that’ll benefit from a reopening-led economic recovery instead of travel and catering firms whose shares have jumped sharply in the early days of the rally. Some are positioning for a full easing of Covid restrictions to take place by March, even if the journey toward that end may bebumpy.“With the trajectory of the economy set to be back on track, it is time to shift focus from stocks primed to jump on short-term changes,” said Hua Tong, fund manager at Shenzhen Zhengyuan Investment Co. “We can now afford to take the longer-term view to seek out opportunities -- and the biggest unrealized opportunity is in the consumer sector.”November’s historic rally is being seen as a game changer for Chinese equities after months of gut-wrenching swings fueled by rolling lockdowns that many said were the single-biggest drag on the market. Investors are seeking potential buys as Beijing gradually relaxes curbsthat combined with a property crisis made key Chinese gauges the world’s worst performers for much of this year.Recent measures fromauthoritiesinclude allowing some low-risk patients to isolate at home and loosening restrictions in select cities, with the official rhetoric on Covid also coalescing around asofter tone.‘First Shot’“The reopening trade will be led by consumption and health care in the coming months,” said Li Changmin, fund manager at Snowball Wealth. “Guangzhou’s surprisereopening, even with its high case count, has fired the first shot, and this could expedite the time line for ending Covid Zero.”Li expects a full reopening to occur before China’s annual parliamentary meetings take place in March. “Life returning to normal would mostly benefit the blue-chip names which have suffered huge valuation discounts, whereas the upside for travel and airlines stocks has been mostly priced in,” he said.The CSI 300 Consumer Staples Index is trading close to 22 times its one-year forward earnings, compared to an average of almost 27 times over the past three years. Heavyweights such as liquor manufacturerKweichow Moutai Co. and dairy product maker Inner Mongolia Yili Industrial Group Co. are down about 40% from last year’s peaks.Theinitialleg of the reopening trade has seen more volatile stocks lead the charge. Shares linked to the travel, catering and pharmaceutical industries have been among the prime beneficiaries.For example,Xi’an Tourism Co.jumped 37% in November while hotpot chainHaidilao International Holding Ltd.rallied 64% in Hong Kong. Shanghai Shenqi Pharmaceutical Investment Management Co. surged as much as 100% in November on speculation that a drug manufactured by the firm would be used to treat Covid patients.Meanwhile, Moutai and Yili ended the month with gains of about 18% and 14%, respectively.Sportswear, CarsMore broadly, the Hang Sang China Enterprises Index soared 29% in Hong Kong in November, the most since 2003. China’s benchmark CSI 300 Index jumped almost 10% in its best performance since July 2020. The rally has eased since, with the gauges little changed over two sessions in December.Paul Pong, managing director at Pegasus Fund Managers Ltd. favors consumer stocks such as sportswear and car makers which are expected to beat their peers when spending picks up. “Big tech firms that have been laggards, like Alibaba and Tencent, will also outperform as they have high beta and benefit directly from a consumption recovery.”To be sure, some still see room for a further rally in the traditional cohort of reopening plays. Manishi Raychaudhuri, Asian equity strategist at BNP Paribas, says that stocks related to tourism, restaurant chains, e-commerce, Macau gaming and retail-focused REITs may notch up more gains.“Other Asian markets, like Thailand, also offer interesting exposures to this theme – through airports and hotel chain stocks,” he said.Long GameAll said, an increasing number of investors are setting their sights on the longer-term play even though China’s exit from Covid Zero may be fraught with challenges.“Reversing course is going to be like walking on a tightrope, full of adjustments in both directions in the search for the most desirable solution,” said Liu Xiaodong, partner at Shanghai Power Asset Management Co.“This means that many of the reopening plays may be prone to flip flop and end up moving horizontally,” Liu said. “If anything, I think health-care does have potential, whichever way the tide turns in the short term, people are going to need treatment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984585961,"gmtCreate":1667693013453,"gmtModify":1676537951645,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a><v-v data-views=\"1\"></v-v>","text":"$Sea Ltd(SE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9984585961","isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983988657,"gmtCreate":1666138183879,"gmtModify":1676537711074,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983988657","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914792893,"gmtCreate":1665363994012,"gmtModify":1676537591962,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a><v-v data-views=\"1\"></v-v>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914792893","isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099802881,"gmtCreate":1643327673744,"gmtModify":1676533804634,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099802881","repostId":"2206425748","repostType":4,"repost":{"id":"2206425748","pubTimestamp":1643324640,"share":"https://ttm.financial/m/news/2206425748?lang=&edition=fundamental","pubTime":"2022-01-28 07:04","market":"us","language":"en","title":"After-Hours Stock Movers: Apple, Visa, Western Digital, Clearfield, Atlassian and more","url":"https://stock-news.laohu8.com/highlight/detail?id=2206425748","media":"StreetInsider","summary":"After-Hours Movers:Clearfield, Inc. (NASDAQ: CLFD) 13.1% HIGHER; Revenue For First Fiscal Quarter Gr","content":"<html><head></head><body><p>After-Hours Movers:</p><p>Clearfield, Inc. (NASDAQ: CLFD) 13.1% HIGHER; Revenue For First Fiscal Quarter Grew 89% to Record $51 Million, Driven by 81% Growth in Community Broadband Revenue Compared to the Same Year-Ago Quarter.</p><p>Atlassian (NASDAQ: TEAM) 10% HIGHER; reported Q2 EPS of $0.50, $0.11 better than the analyst estimate of $0.39. Revenue for the quarter came in at $689 million versus the consensus estimate of $641.32 million. Atlassian sees Q3 2022 EPS of $0.29-$0.31, versus the consensus of $0.40. Atlassian sees Q3 2022 revenue of $690-750 million, versus the consensus of $663.02 million.</p><p>Western Digital (NASDAQ: WDC) 9.4% LOWER; reported Q2 EPS of $2.30, $0.44 better than the analyst estimate of $1.86. Revenue for the quarter came in at $4.83 billion versus the consensus estimate of $4.24 billion. Western Digital sees Q3 2022 EPS of $1.50-$1.80, versus the consensus of $1.76. Western Digital sees Q3 2022 revenue of $4.45-4.65 billion, versus the consensus of $4.23 billion.</p><p><a href=\"https://laohu8.com/S/V\">Visa</a> (NYSE: V) 5% HIGHER; reported Q1 EPS of $1.81 $0.11 better than the analyst estimate of $1.70. Revenue for the quarter came in at $7.1 billion versus the consensus estimate of $6.79 billion.</p><p>Apple (NASDAQ: AAPL) 5.1% HIGHER; reported Q1 EPS of $2.10, $0.21 better than the analyst estimate of $1.89. Revenue for the quarter came in at $123.9 billion versus the consensus estimate of $118.28 billion.</p><p>Mondelez (NASDAQ: MDLZ) 1.7% LOWER; reported Q4 EPS of $0.71, $0.02 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $7.66 million versus the consensus estimate of $7.6 million.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers: Apple, Visa, Western Digital, Clearfield, Atlassian and more</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\">\nAfter-Hours Stock Movers: Apple, Visa, Western Digital, Clearfield, Atlassian and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 07:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19518879><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Movers:Clearfield, Inc. (NASDAQ: CLFD) 13.1% HIGHER; Revenue For First Fiscal Quarter Grew 89% to Record $51 Million, Driven by 81% Growth in Community Broadband Revenue Compared to the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19518879\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4528":"SaaS概念","BK4023":"应用软件","BK4212":"包装食品与肉类","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","MDLZ":"亿滋","BK4534":"瑞士信贷持仓","CLFD":"克利尔菲尔德通讯","V":"Visa","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","TEAM":"Atlassian Corporation PLC","BK4211":"区域性银行","WDC":"西部数据","TISI":"Team Inc","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4020":"通信设备","BK4120":"环境与设施服务","BK4550":"红杉资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19518879","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206425748","content_text":"After-Hours Movers:Clearfield, Inc. (NASDAQ: CLFD) 13.1% HIGHER; Revenue For First Fiscal Quarter Grew 89% to Record $51 Million, Driven by 81% Growth in Community Broadband Revenue Compared to the Same Year-Ago Quarter.Atlassian (NASDAQ: TEAM) 10% HIGHER; reported Q2 EPS of $0.50, $0.11 better than the analyst estimate of $0.39. Revenue for the quarter came in at $689 million versus the consensus estimate of $641.32 million. Atlassian sees Q3 2022 EPS of $0.29-$0.31, versus the consensus of $0.40. Atlassian sees Q3 2022 revenue of $690-750 million, versus the consensus of $663.02 million.Western Digital (NASDAQ: WDC) 9.4% LOWER; reported Q2 EPS of $2.30, $0.44 better than the analyst estimate of $1.86. Revenue for the quarter came in at $4.83 billion versus the consensus estimate of $4.24 billion. Western Digital sees Q3 2022 EPS of $1.50-$1.80, versus the consensus of $1.76. Western Digital sees Q3 2022 revenue of $4.45-4.65 billion, versus the consensus of $4.23 billion.Visa (NYSE: V) 5% HIGHER; reported Q1 EPS of $1.81 $0.11 better than the analyst estimate of $1.70. Revenue for the quarter came in at $7.1 billion versus the consensus estimate of $6.79 billion.Apple (NASDAQ: AAPL) 5.1% HIGHER; reported Q1 EPS of $2.10, $0.21 better than the analyst estimate of $1.89. Revenue for the quarter came in at $123.9 billion versus the consensus estimate of $118.28 billion.Mondelez (NASDAQ: MDLZ) 1.7% LOWER; reported Q4 EPS of $0.71, $0.02 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $7.66 million versus the consensus estimate of $7.6 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956167742,"gmtCreate":1673936755386,"gmtModify":1676538905541,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"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/9956167742","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920881794,"gmtCreate":1670464259419,"gmtModify":1676538373457,"author":{"id":"4091615723315760","authorId":"4091615723315760","name":"Serenechua","avatar":"https://static.tigerbbs.com/a398be9f4e20c76b422d754c6e30f284","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091615723315760","authorIdStr":"4091615723315760"},"themes":[],"htmlText":"<a 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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":1655532701,"share":"https://ttm.financial/m/news/2244299041?lang=&edition=fundamental","pubTime":"2022-06-18 14:11","market":"us","language":"en","title":"TikTok Says All Data for U.S. Users Now Routed to Oracle Cloud","url":"https://stock-news.laohu8.com/highlight/detail?id=2244299041","media":"Dow Jones","summary":"TikTok said it has hit a milestone in its latest attempt to respond to concerns about the security o","content":"<html><head></head><body><p>TikTok said it has hit a milestone in its latest attempt to respond to concerns about the security of data for its U.S. users.</p><p>The popular short-form video app said on Friday traffic for all U.S. user data is now being routed through the cloud infrastructure of its partner Oracle Corp. TikTok, whose parent company is China-based ByteDance Ltd., said it still uses its own U.S. and Singapore data centers as backup but expects to delete U.S. user data from its own data centers and migrate fully to Oracle servers.</p><p>&#34;We know we are among the most scrutinized platforms from a security standpoint, and we aim to remove any doubt about the security of U.S. user data,&#34; Albert Calamug, who is responsible for TikTok&#39;s U.S. policy, said in a blog post Friday.</p><p>TikTok also said it would be working with Oracle to develop protocols for how data is accessed and managed. Oracle will audit compliance with those protocols.</p><p>TikTok has been trying to calm concerns its Chinese parent or even the Chinese government could gain access to the huge amounts of data it has on Americans and other users.</p><p>Placing more of that data on servers in the U.S. with a U.S. company won&#39;t be enough for many critics, as the physical location of data doesn&#39;t mean it&#39;s protected as long as others can have access, said Ray Wang, founder of Silicon Valley-based Constellation Research Inc., which advises organizations on cloud usage and other technology.</p><p>&#34;Even if the data is held only in U.S. servers, it doesn&#39;t mean that outsiders don&#39;t have access,&#34; he said. &#34;If these systems are intercommunicating with each other, and it happens to be a Chinese connection, how do you keep that separate? What are they doing to keep them separate?&#34;</p><p>In 2020, the issue of Chinese access to U.S. user data came to the forefront of the discussion surrounding TikTok. Then-President Donald Trump threatened to ban the app on national-security grounds. A host of U.S. companies swooped in with offers to buy the platform, promising to protect the data of U.S. users.</p><p>Microsoft Corp. was an early suitor to acquire the app, but the deal soon hit snags when it became apparent that ByteDance wouldn&#39;t share the app&#39;s core algorithm, the powerful program which helps match content to consumers.</p><p>Soon afterward, Oracle, along with Walmart Inc., won a bid to acquire TikTok&#39;s U.S. operations. Acquisition plans, however, were shelved last year as the pressing need to find a new owner receded after President Biden reassessed his predecessor&#39;s efforts to deal with security threats from Chinese tech companies.</p><p>Oracle declined to comment on Friday&#39;s news.</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>TikTok Says All Data for U.S. Users Now Routed to Oracle Cloud</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\">\nTikTok Says All Data for U.S. Users Now Routed to Oracle Cloud\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\">2022-06-18 14:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>TikTok said it has hit a milestone in its latest attempt to respond to concerns about the security of data for its U.S. users.</p><p>The popular short-form video app said on Friday traffic for all U.S. user data is now being routed through the cloud infrastructure of its partner Oracle Corp. TikTok, whose parent company is China-based ByteDance Ltd., said it still uses its own U.S. and Singapore data centers as backup but expects to delete U.S. user data from its own data centers and migrate fully to Oracle servers.</p><p>&#34;We know we are among the most scrutinized platforms from a security standpoint, and we aim to remove any doubt about the security of U.S. user data,&#34; Albert Calamug, who is responsible for TikTok&#39;s U.S. policy, said in a blog post Friday.</p><p>TikTok also said it would be working with Oracle to develop protocols for how data is accessed and managed. Oracle will audit compliance with those protocols.</p><p>TikTok has been trying to calm concerns its Chinese parent or even the Chinese government could gain access to the huge amounts of data it has on Americans and other users.</p><p>Placing more of that data on servers in the U.S. with a U.S. company won&#39;t be enough for many critics, as the physical location of data doesn&#39;t mean it&#39;s protected as long as others can have access, said Ray Wang, founder of Silicon Valley-based Constellation Research Inc., which advises organizations on cloud usage and other technology.</p><p>&#34;Even if the data is held only in U.S. servers, it doesn&#39;t mean that outsiders don&#39;t have access,&#34; he said. &#34;If these systems are intercommunicating with each other, and it happens to be a Chinese connection, how do you keep that separate? What are they doing to keep them separate?&#34;</p><p>In 2020, the issue of Chinese access to U.S. user data came to the forefront of the discussion surrounding TikTok. Then-President Donald Trump threatened to ban the app on national-security grounds. A host of U.S. companies swooped in with offers to buy the platform, promising to protect the data of U.S. users.</p><p>Microsoft Corp. was an early suitor to acquire the app, but the deal soon hit snags when it became apparent that ByteDance wouldn&#39;t share the app&#39;s core algorithm, the powerful program which helps match content to consumers.</p><p>Soon afterward, Oracle, along with Walmart Inc., won a bid to acquire TikTok&#39;s U.S. operations. Acquisition plans, however, were shelved last year as the pressing need to find a new owner receded after President Biden reassessed his predecessor&#39;s efforts to deal with security threats from Chinese tech companies.</p><p>Oracle declined to comment on Friday&#39;s news.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","BK4528":"SaaS概念","BK4538":"云计算","BK4097":"系统软件","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4516":"特朗普概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244299041","content_text":"TikTok said it has hit a milestone in its latest attempt to respond to concerns about the security of data for its U.S. users.The popular short-form video app said on Friday traffic for all U.S. user data is now being routed through the cloud infrastructure of its partner Oracle Corp. TikTok, whose parent company is China-based ByteDance Ltd., said it still uses its own U.S. and Singapore data centers as backup but expects to delete U.S. user data from its own data centers and migrate fully to Oracle servers.\"We know we are among the most scrutinized platforms from a security standpoint, and we aim to remove any doubt about the security of U.S. user data,\" Albert Calamug, who is responsible for TikTok's U.S. policy, said in a blog post Friday.TikTok also said it would be working with Oracle to develop protocols for how data is accessed and managed. Oracle will audit compliance with those protocols.TikTok has been trying to calm concerns its Chinese parent or even the Chinese government could gain access to the huge amounts of data it has on Americans and other users.Placing more of that data on servers in the U.S. with a U.S. company won't be enough for many critics, as the physical location of data doesn't mean it's protected as long as others can have access, said Ray Wang, founder of Silicon Valley-based Constellation Research Inc., which advises organizations on cloud usage and other technology.\"Even if the data is held only in U.S. servers, it doesn't mean that outsiders don't have access,\" he said. \"If these systems are intercommunicating with each other, and it happens to be a Chinese connection, how do you keep that separate? What are they doing to keep them separate?\"In 2020, the issue of Chinese access to U.S. user data came to the forefront of the discussion surrounding TikTok. Then-President Donald Trump threatened to ban the app on national-security grounds. A host of U.S. companies swooped in with offers to buy the platform, promising to protect the data of U.S. users.Microsoft Corp. was an early suitor to acquire the app, but the deal soon hit snags when it became apparent that ByteDance wouldn't share the app's core algorithm, the powerful program which helps match content to consumers.Soon afterward, Oracle, along with Walmart Inc., won a bid to acquire TikTok's U.S. operations. Acquisition plans, however, were shelved last year as the pressing need to find a new owner receded after President Biden reassessed his predecessor's efforts to deal with security threats from Chinese tech companies.Oracle declined to comment on Friday's news.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}