hk81 personal page - To The Moon

hk81

嗯嗯⏱️⏱️⏱️🐬🙈哈哈哈哈h哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈虎

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2023-07-24

Can I buy AMC Entertainment's stock？@TigerGpt TigerGPT，your new investing superpower Click to learn more

2023-07-24

@TigerGPT What happened to NIO recently

2022-11-30

[财迷] [财迷] [财迷]

Hong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.

2022-11-11

[Smile]

@新加坡小新大漠孤烟直长河落日圆萧关逢候骑都护在燕然举头望明月低头思故乡渭城朝雨:[财迷] [财迷] [财迷]

2022-10-12

nice

Global semiconductor stocks are facing a double dilemma, a sign of an economic recession?

Go to Tiger App to see more news

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I buy AMC Entertainment's stock？<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Can I buy AMC Entertainment's stock？<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Can I buy AMC Entertainment's stock？@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/201380657291304","isVote":1,"tweetType":1,"viewCount":5949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday","text":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday","html":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday"},{"author":{"id":"4094526733194150","authorId":"4094526733194150","name":"Agxm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"idStr":"4094526733194150","authorIdStr":"4094526733194150"},"content":"This one is no different from chat gpt.😂","text":"This one is no different from chat gpt.😂","html":"This one is no different from chat gpt.😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201345771556864,"gmtCreate":1690187252606,"gmtModify":1690187256255,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT&nbsp;</a>What happened to NIO recently&nbsp;","listText":"<a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT&nbsp;</a>What happened to NIO recently&nbsp;","text":"@TigerGPT What happened to NIO recently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/201345771556864","isVote":1,"tweetType":1,"viewCount":5829,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?","text":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?","html":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962275559,"gmtCreate":1669795401972,"gmtModify":1676538244922,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962275559","repostId":"2287045656","repostType":2,"repost":{"id":"2287045656","kind":"news","pubTimestamp":1669794465,"share":"https://ttm.financial/m/news/2287045656?lang=en_US&edition=fundamental","pubTime":"2022-11-30 15:47","market":"hk","language":"zh","title":"Hong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.","url":"https://stock-news.laohu8.com/highlight/detail?id=2287045656","media":"智通财经","summary":"智通财经APP获悉，泡泡玛特尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。","content":"<p><html><body>According to Zhitong Finance APP,<a href=\"https://laohu8.com/S/09992\">Pop Mart</a>(09992) rose more than 12% in late trading, and as of press time, it was up 9.38% at HK$16.8, with a turnover of HK$179 million.</p><p>according to<a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>According to tracking information, Pop Mart released a total of 30 new products in November. Recently, the company participated in the American trendy art exhibition DesignerCon and invested in a 10% stake in Danny Toys, a toy supply chain company. CITIC Securities pointed out that the fourth quarter marked the beginning of a major promotional cycle both domestically and internationally, and the number of new products in the fourth quarter of last year had a low base effect. We await improved consumption and the launch of key new products, while focusing on overseas store expansion and improved operational efficiency.</p><p>In addition, according to data from the \"Alipay Open Platform\", from September 23 to October 7, 2022, Pop Mart achieved a transaction volume of nearly 50 million yuan in 15 days through the Alipay mini-program + public domain customer acquisition model, with an ROI as high as 3,772, of which new customers accounted for more than 60%. Specifically, it gained more than 50,000 new store customers and about 100,000 new brand users.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-11-30 15:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>According to Zhitong Finance APP,<a href=\"https://laohu8.com/S/09992\">Pop Mart</a>(09992) rose more than 12% in late trading, and as of press time, it was up 9.38% at HK$16.8, with a turnover of HK$179 million.</p><p>according to<a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>According to tracking information, Pop Mart released a total of 30 new products in November. Recently, the company participated in the American trendy art exhibition DesignerCon and invested in a 10% stake in Danny Toys, a toy supply chain company. CITIC Securities pointed out that the fourth quarter marked the beginning of a major promotional cycle both domestically and internationally, and the number of new products in the fourth quarter of last year had a low base effect. We await improved consumption and the launch of key new products, while focusing on overseas store expansion and improved operational efficiency.</p><p>In addition, according to data from the \"Alipay Open Platform\", from September 23 to October 7, 2022, Pop Mart achieved a transaction volume of nearly 50 million yuan in 15 days through the Alipay mini-program + public domain customer acquisition model, with an ROI as high as 3,772, of which new customers accounted for more than 60%. Specifically, it gained more than 50,000 new store customers and about 100,000 new brand users.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/839622.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK1502":"双十一","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1586":"云计算","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0228659784.USD":"施罗德金砖四国基金","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK4579":"人工智能","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4548":"巴美列捷福持仓","LU0359201612.USD":"贝莱德中国基金A2","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK1588":"回港中概股","09992":"泡泡玛特","BK4524":"宅经济概念","BK1517":"云办公","BK4581":"高盛持仓","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","BK4527":"明星科技股","BK4077":"互动媒体与服务","BABA":"阿里巴巴","BK4531":"中概回港概念","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","BK4534":"瑞士信贷持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/839622.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287045656","content_text":"智通财经APP获悉，泡泡玛特(09992)尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。近日，公司参加美国潮流艺术展DesignerCon，并投资玩具供应链公司丹尼玩具10%股权。中信建投指出，四季度国内外进入大促周期，去年四季度新品数量有低基数效应。静待消费改善与重点新品发布，关注海外门店拓展与经营效率提升。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。","news_type":1,"symbols_score_info":{"09992":1,"BABA":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":3786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960673633,"gmtCreate":1668153673022,"gmtModify":1676538021749,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"title":"","htmlText":"[Smile]","listText":"[Smile]","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960673633","repostId":"9984344414","repostType":1,"repost":{"id":9984344414,"gmtCreate":1667547015939,"gmtModify":1676537935675,"author":{"id":"4097228630086560","authorId":"4097228630086560","name":"新加坡小新大漠孤烟直长河落日圆萧关逢候骑都护在燕然举头望明月低头思故乡渭城朝雨","avatar":"https://static.itradeup.com/news/ba19d4f9a7de9d48deb4c676a968482a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097228630086560","authorIdStr":"4097228630086560"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984344414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917414975,"gmtCreate":1665562087797,"gmtModify":1676537627779,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917414975","repostId":"1154754321","repostType":4,"repost":{"id":"1154754321","kind":"news","pubTimestamp":1665557080,"share":"https://ttm.financial/m/news/1154754321?lang=en_US&edition=fundamental","pubTime":"2022-10-12 14:44","market":"hk","language":"zh","title":"Global semiconductor stocks are facing a double dilemma, a sign of an economic recession?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154754321","media":"日经中文网","summary":"全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先","content":"<p><html><head></head><body>The decline in global semiconductor stocks was quite significant. The Philadelphia Semiconductor Index (SOX), composed of representative semiconductor stocks, fell to its lowest level in about two years, and related stocks in Asia and Europe also declined. The previously strong demand due to the COVID-19 pandemic has suddenly cooled down, and the current Sino-US confrontation has also cast a shadow. The slump in semiconductor stocks, considered a leading indicator of economic growth, reflects market concerns about a deteriorating global economy.</p><p>On October 10, the Philadelphia Semiconductor Index fell 3% from the previous trading day, hitting its lowest level since November 2020. Compared to the end of 2021, the decline was as high as 42%. The decline was greater than that of the Dow Jones 30 Industrial Average, which fell 20%, and the Nasdaq Composite Index, which fell 33%.</p><p><img src=\"https://static.tigerbbs.com/4926e768bc39a7a1299b41eb0036a86b\" tg-width=\"300\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>Looking at specific stocks, the United States has an advantage in GPUs (graphics processors).<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The stock prices of NVIDIA and AMD (Advanced Microdevices), a large CPU (central processing unit) company, have each fallen sharply by 60% compared to the end of last year. Besides American companies, large Dutch semiconductor manufacturing equipment companies<a href=\"https://laohu8.com/S/ASML\">Asma</a>Shares of ASML Holdings, the world's largest contract manufacturer, also fell 39%.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>TSMC's stock price fell by 35%, a significant drop.</p><p>Semiconductor stocks also experienced a significant sell-off in April and June, when stock prices appeared higher due to rising interest rates caused by global monetary tightening policies. The decline was severe because it reflected shrinking demand amid concerns about the global economic outlook. Data from the World Semiconductor Trade Statistics Organization (WSTS) shows that global semiconductor shipments fell by 2% in July, marking the first year-on-year decline in 32 months, and also fell by 4% in August, further widening the decline.</p><p>The deterioration in the product market is also very obvious. Looking at the September block trading prices of DRAM, a semiconductor memory used in personal computers and smartphones, the benchmark DDR4 8GB (1G is 1 billion) product was priced at around $2.40, which is 31% cheaper than a year ago. \"The reduced demand for staying at home, which had previously expanded due to the pandemic, coupled with rising prices, led to a decline in sales of final products such as smartphones\" (Koichi Fujishiro, chief economist at Dai-ichi Life Economics Research Institute).</p><p><img src=\"https://static.tigerbbs.com/6f60dcd47bc8a3197456a54ef024a5a8\" tg-width=\"400\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>The company's performance has also deteriorated significantly. America<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) released its financial report for June-August 2022 at the end of September, showing that operating profit declined by 49% year-on-year, a significant decrease in profit. The company also stated that equipment investment in 2023 is \"expected to decrease by more than 30% compared to the previous year\" (CEO Sanjay Mehrotra).</p><p>On October 6, AMD also lowered its sales forecast for July-September 2022 from around $6.7 billion to $5.6 billion. Yoshio Imanaka, chief analyst at Rakuten Securities Economic Research Institute in Japan, worries that \"inventory adjustments could last for more than six months.\"</p><p>The confrontation between the United States and China over security guarantees has also become a cause for concern. On October 7, the Biden administration announced strengthening restrictions on the export of cutting-edge semiconductor technologies. An approval system will be introduced when exporting cutting-edge semiconductors and semiconductor manufacturing equipment required for supercomputers and other needs to China, and exports will not be allowed if there are concerns.</p><p>Under this measure, the circulation of semiconductor technology may be further restricted. China engaged in OEM manufacturing<a href=\"https://laohu8.com/S/688981\">SMIC</a>Shares of integrated circuit manufacturers (SMIC) fell by more than 8% in the two days leading up to October 11. In addition, shares of TSMC also fell by more than 8% on October 11, and shares of Japan's Tokyo Electron also fell by more than 5%. Semiconductor stocks were sold off in the market due to concerns about the fallout from tightened restrictions.</p><p>Companies that have an advantage in products that have medium- to long-term demand remain strong. The United States has an advantage in the field of automotive power semiconductors.<a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>(ON Semiconductor) fell by only 9% compared to the end of 2021, while Japan's Renesas Electronics fell by only 13%.</p><p>Akira Kato, senior portfolio manager at Nomura Asset Management, which runs funds that invest in global semiconductor companies, said: \"We are reducing our investments in companies that have an advantage in smartphone and computer semiconductors and shifting towards related semiconductor companies such as automobiles and data centers.\"</p><p>The biggest focus in the market right now is TSMC's earnings call on October 13. Because TSMC is the world's largest contract manufacturer, \"if it introduces policies such as reducing equipment investment next year, it may further lower semiconductor-related stocks\" (Lotte's Jinzhong).</p><p>Semiconductors have permeated all aspects of the economy and society, including home appliances, automobiles, and communication equipment. Their market trends and stock prices will soon be reflected in personal consumption and corporate equipment investment trends. Is the decline in semiconductor stocks a sign of an economic recession that was supposed to be coming?</p><p></body></html></p>","source":"lsy1592968752908","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>Global semiconductor stocks are facing a double dilemma, a sign of an economic recession?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nGlobal semiconductor stocks are facing a double dilemma, a sign of an economic recession?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">日经中文网</strong><span class=\"h-time small\">2022-10-12 14:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The decline in global semiconductor stocks was quite significant. The Philadelphia Semiconductor Index (SOX), composed of representative semiconductor stocks, fell to its lowest level in about two years, and related stocks in Asia and Europe also declined. The previously strong demand due to the COVID-19 pandemic has suddenly cooled down, and the current Sino-US confrontation has also cast a shadow. The slump in semiconductor stocks, considered a leading indicator of economic growth, reflects market concerns about a deteriorating global economy.</p><p>On October 10, the Philadelphia Semiconductor Index fell 3% from the previous trading day, hitting its lowest level since November 2020. Compared to the end of 2021, the decline was as high as 42%. The decline was greater than that of the Dow Jones 30 Industrial Average, which fell 20%, and the Nasdaq Composite Index, which fell 33%.</p><p><img src=\"https://static.tigerbbs.com/4926e768bc39a7a1299b41eb0036a86b\" tg-width=\"300\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>Looking at specific stocks, the United States has an advantage in GPUs (graphics processors).<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The stock prices of NVIDIA and AMD (Advanced Microdevices), a large CPU (central processing unit) company, have each fallen sharply by 60% compared to the end of last year. Besides American companies, large Dutch semiconductor manufacturing equipment companies<a href=\"https://laohu8.com/S/ASML\">Asma</a>Shares of ASML Holdings, the world's largest contract manufacturer, also fell 39%.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>TSMC's stock price fell by 35%, a significant drop.</p><p>Semiconductor stocks also experienced a significant sell-off in April and June, when stock prices appeared higher due to rising interest rates caused by global monetary tightening policies. The decline was severe because it reflected shrinking demand amid concerns about the global economic outlook. Data from the World Semiconductor Trade Statistics Organization (WSTS) shows that global semiconductor shipments fell by 2% in July, marking the first year-on-year decline in 32 months, and also fell by 4% in August, further widening the decline.</p><p>The deterioration in the product market is also very obvious. Looking at the September block trading prices of DRAM, a semiconductor memory used in personal computers and smartphones, the benchmark DDR4 8GB (1G is 1 billion) product was priced at around $2.40, which is 31% cheaper than a year ago. \"The reduced demand for staying at home, which had previously expanded due to the pandemic, coupled with rising prices, led to a decline in sales of final products such as smartphones\" (Koichi Fujishiro, chief economist at Dai-ichi Life Economics Research Institute).</p><p><img src=\"https://static.tigerbbs.com/6f60dcd47bc8a3197456a54ef024a5a8\" tg-width=\"400\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>The company's performance has also deteriorated significantly. America<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) released its financial report for June-August 2022 at the end of September, showing that operating profit declined by 49% year-on-year, a significant decrease in profit. The company also stated that equipment investment in 2023 is \"expected to decrease by more than 30% compared to the previous year\" (CEO Sanjay Mehrotra).</p><p>On October 6, AMD also lowered its sales forecast for July-September 2022 from around $6.7 billion to $5.6 billion. Yoshio Imanaka, chief analyst at Rakuten Securities Economic Research Institute in Japan, worries that \"inventory adjustments could last for more than six months.\"</p><p>The confrontation between the United States and China over security guarantees has also become a cause for concern. On October 7, the Biden administration announced strengthening restrictions on the export of cutting-edge semiconductor technologies. An approval system will be introduced when exporting cutting-edge semiconductors and semiconductor manufacturing equipment required for supercomputers and other needs to China, and exports will not be allowed if there are concerns.</p><p>Under this measure, the circulation of semiconductor technology may be further restricted. China engaged in OEM manufacturing<a href=\"https://laohu8.com/S/688981\">SMIC</a>Shares of integrated circuit manufacturers (SMIC) fell by more than 8% in the two days leading up to October 11. In addition, shares of TSMC also fell by more than 8% on October 11, and shares of Japan's Tokyo Electron also fell by more than 5%. Semiconductor stocks were sold off in the market due to concerns about the fallout from tightened restrictions.</p><p>Companies that have an advantage in products that have medium- to long-term demand remain strong. The United States has an advantage in the field of automotive power semiconductors.<a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>(ON Semiconductor) fell by only 9% compared to the end of 2021, while Japan's Renesas Electronics fell by only 13%.</p><p>Akira Kato, senior portfolio manager at Nomura Asset Management, which runs funds that invest in global semiconductor companies, said: \"We are reducing our investments in companies that have an advantage in smartphone and computer semiconductors and shifting towards related semiconductor companies such as automobiles and data centers.\"</p><p>The biggest focus in the market right now is TSMC's earnings call on October 13. Because TSMC is the world's largest contract manufacturer, \"if it introduces policies such as reducing equipment investment next year, it may further lower semiconductor-related stocks\" (Lotte's Jinzhong).</p><p>Semiconductors have permeated all aspects of the economy and society, including home appliances, automobiles, and communication equipment. Their market trends and stock prices will soon be reflected in personal consumption and corporate equipment investment trends. Is the decline in semiconductor stocks a sign of an economic recession that was supposed to be coming?</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd\">日经中文网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154754321","content_text":"全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先行指标的半导体股票的低迷反映出市场对全球经济恶化的担忧。在10月10日的美国股票市场，费城半导体指数比前一个交易日下跌3％，创下2020年11月以来低值。相较于2021年末，跌幅高达42％。与下跌20％的美国道琼斯30指数（道琼斯工业股价平均指数）和下跌33％的纳斯达克综合指数相比，跌幅更大。从具体股票来看，在GPU（图形处理器）方面拥有优势的美国英伟达（NVIDIA）与大型CPU（中央处理器）企业美国AMD（先进微器件）的股价分别相较于去年年末大幅下跌60％。除美国企业外，荷兰大型半导体制造装置企业阿斯麦（ASML）控股的股价也下跌39％，全球最大的代工企业台积电（TSMC）的股价下跌35％，跌幅都很大。在因全球采取货币紧缩政策导致利率上升而显得股票价格较贵的4月和6月，半导体股票也遭到了大量抛售。此次下跌之所以严重，是因为反映出世界经济前景担忧的需求萎缩。世界半导体贸易统计组织（WSTS）的数据显示， 7月全球半导体出货额减少2％，32个月来首次出现同比下降，8月也减少4％，减幅进一步扩大。产品市场行情的恶化也十分明显。从半导体存储器之一、配备于个人电脑和智能手机的DRAM的9月大宗交易价格来看，作为指标的DDR4型8GB （1G为10亿）产品的单价为2.40美元左右，比1年前便宜了31％。“以前因疫情而扩大的宅家需求减少，加上物价上涨，导致智能手机等最终产品的销量下滑”（日本第一生命经济研究所主任经济学家藤代宏一）。企业的业绩也明显恶化。美国美光科技（Micron Technology）9月末发布的2022年6～8月财报显示，营业利润同比下滑49％，出现大幅减益。该公司还表示，2023年度的设备投资“预计将比上年度下降30％以上”（首席执行官Sanjay Mehrotra）。AMD也于10月6日将2022年7～9月的销售额由原来的67亿美元左右下调至56亿美元。日本乐天证券经济研究所的首席分析师今中能夫担心“库存调整也有可能长达半年以上”。美国与中国围绕安全保障的对立也成为担忧因素。美国拜登政府10月7日宣布，强化有关半导体尖端技术出口的限制。在向中国出口超级计算机等所需要的尖端半导体及半导体制造装置时，将引进审批制度，如果存在担忧，将不允许出口。在这项措施下，半导体技术的流通有可能进一步受到限制。从事代工的中国中芯国际集成电路制造（SMIC）的股价到10月11日2天内下跌了超过8％，此外台积电（TSMC）的股价10月11日也下跌了超过8％，日本的Tokyo Electron的股价也下跌超过5％等，市场上因担忧强化限制的余波而纷纷抛售半导体股票。在中长期拥有需求的产品上占优势的企业仍保持坚挺。在汽车用功率半导体领域占有优势的美国安森美半导体(ON Semiconductor）比2021年底仅下跌9％，日本瑞萨电子仅下跌13％。运营投资全球半导体企业的基金的野村资产管理公司(Nomura Asset Management）高级投资组合经理加藤明表示：“正减少投资在智能手机和电脑用半导体领域占有优势的企业，转向汽车及数据中心等相关半导体企业”。目前市场上最大的关注是台积电（TSMC）于10月13日召开的财报说明会。正因为台积电是世界最大的代工企业，“如果出台减少下年度设备投资等方针，可能会进一步拉低半导体相关股票”（乐天的今中）。半导体已渗透到家电、汽车及通信设备等经济和社会的方方面面，其市场行情和股价将尽快反映到个人消费和企业的设备投资动向上。半导体股票的下跌是否是本该到来的经济衰退的信号？","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":201380657291304,"gmtCreate":1690192578134,"gmtModify":1690192582079,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126691504027482","idStr":"4126691504027482"},"themes":[],"title":"","htmlText":"Can I buy AMC Entertainment's stock？<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"Can I buy AMC Entertainment's stock？<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"Can I buy AMC Entertainment's stock？@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/201380657291304","isVote":1,"tweetType":1,"viewCount":5949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"4141429963588842"},"content":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday","text":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday","html":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday"},{"author":{"id":"4094526733194150","authorId":"4094526733194150","name":"Agxm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4094526733194150","idStr":"4094526733194150"},"content":"This one is no different from chat gpt.😂","text":"This one is no different from chat gpt.😂","html":"This one is no different from chat gpt.😂"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960673633,"gmtCreate":1668153673022,"gmtModify":1676538021749,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126691504027482","idStr":"4126691504027482"},"themes":[],"title":"","htmlText":"[Smile]","listText":"[Smile]","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960673633","repostId":"9984344414","repostType":1,"repost":{"id":9984344414,"gmtCreate":1667547015939,"gmtModify":1676537935675,"author":{"id":"4097228630086560","authorId":"4097228630086560","name":"新加坡小新大漠孤烟直长河落日圆萧关逢候骑都护在燕然举头望明月低头思故乡渭城朝雨","avatar":"https://static.itradeup.com/news/ba19d4f9a7de9d48deb4c676a968482a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097228630086560","idStr":"4097228630086560"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984344414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201345771556864,"gmtCreate":1690187252606,"gmtModify":1690187256255,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126691504027482","idStr":"4126691504027482"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT&nbsp;</a>What happened to NIO recently&nbsp;","listText":"<a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT&nbsp;</a>What happened to NIO recently&nbsp;","text":"@TigerGPT What happened to NIO recently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/201345771556864","isVote":1,"tweetType":1,"viewCount":5829,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerAI","avatar":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4141429963588842","idStr":"4141429963588842"},"content":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?","text":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?","html":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917414975,"gmtCreate":1665562087797,"gmtModify":1676537627779,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126691504027482","idStr":"4126691504027482"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917414975","repostId":"1154754321","repostType":4,"repost":{"id":"1154754321","kind":"news","pubTimestamp":1665557080,"share":"https://ttm.financial/m/news/1154754321?lang=en_US&edition=fundamental","pubTime":"2022-10-12 14:44","market":"hk","language":"zh","title":"Global semiconductor stocks are facing a double dilemma, a sign of an economic recession?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154754321","media":"日经中文网","summary":"全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先","content":"<p><html><head></head><body>The decline in global semiconductor stocks was quite significant. The Philadelphia Semiconductor Index (SOX), composed of representative semiconductor stocks, fell to its lowest level in about two years, and related stocks in Asia and Europe also declined. The previously strong demand due to the COVID-19 pandemic has suddenly cooled down, and the current Sino-US confrontation has also cast a shadow. The slump in semiconductor stocks, considered a leading indicator of economic growth, reflects market concerns about a deteriorating global economy.</p><p>On October 10, the Philadelphia Semiconductor Index fell 3% from the previous trading day, hitting its lowest level since November 2020. Compared to the end of 2021, the decline was as high as 42%. The decline was greater than that of the Dow Jones 30 Industrial Average, which fell 20%, and the Nasdaq Composite Index, which fell 33%.</p><p><img src=\"https://static.tigerbbs.com/4926e768bc39a7a1299b41eb0036a86b\" tg-width=\"300\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>Looking at specific stocks, the United States has an advantage in GPUs (graphics processors).<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The stock prices of NVIDIA and AMD (Advanced Microdevices), a large CPU (central processing unit) company, have each fallen sharply by 60% compared to the end of last year. Besides American companies, large Dutch semiconductor manufacturing equipment companies<a href=\"https://laohu8.com/S/ASML\">Asma</a>Shares of ASML Holdings, the world's largest contract manufacturer, also fell 39%.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>TSMC's stock price fell by 35%, a significant drop.</p><p>Semiconductor stocks also experienced a significant sell-off in April and June, when stock prices appeared higher due to rising interest rates caused by global monetary tightening policies. The decline was severe because it reflected shrinking demand amid concerns about the global economic outlook. Data from the World Semiconductor Trade Statistics Organization (WSTS) shows that global semiconductor shipments fell by 2% in July, marking the first year-on-year decline in 32 months, and also fell by 4% in August, further widening the decline.</p><p>The deterioration in the product market is also very obvious. Looking at the September block trading prices of DRAM, a semiconductor memory used in personal computers and smartphones, the benchmark DDR4 8GB (1G is 1 billion) product was priced at around $2.40, which is 31% cheaper than a year ago. \"The reduced demand for staying at home, which had previously expanded due to the pandemic, coupled with rising prices, led to a decline in sales of final products such as smartphones\" (Koichi Fujishiro, chief economist at Dai-ichi Life Economics Research Institute).</p><p><img src=\"https://static.tigerbbs.com/6f60dcd47bc8a3197456a54ef024a5a8\" tg-width=\"400\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>The company's performance has also deteriorated significantly. America<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) released its financial report for June-August 2022 at the end of September, showing that operating profit declined by 49% year-on-year, a significant decrease in profit. The company also stated that equipment investment in 2023 is \"expected to decrease by more than 30% compared to the previous year\" (CEO Sanjay Mehrotra).</p><p>On October 6, AMD also lowered its sales forecast for July-September 2022 from around $6.7 billion to $5.6 billion. Yoshio Imanaka, chief analyst at Rakuten Securities Economic Research Institute in Japan, worries that \"inventory adjustments could last for more than six months.\"</p><p>The confrontation between the United States and China over security guarantees has also become a cause for concern. On October 7, the Biden administration announced strengthening restrictions on the export of cutting-edge semiconductor technologies. An approval system will be introduced when exporting cutting-edge semiconductors and semiconductor manufacturing equipment required for supercomputers and other needs to China, and exports will not be allowed if there are concerns.</p><p>Under this measure, the circulation of semiconductor technology may be further restricted. China engaged in OEM manufacturing<a href=\"https://laohu8.com/S/688981\">SMIC</a>Shares of integrated circuit manufacturers (SMIC) fell by more than 8% in the two days leading up to October 11. In addition, shares of TSMC also fell by more than 8% on October 11, and shares of Japan's Tokyo Electron also fell by more than 5%. Semiconductor stocks were sold off in the market due to concerns about the fallout from tightened restrictions.</p><p>Companies that have an advantage in products that have medium- to long-term demand remain strong. The United States has an advantage in the field of automotive power semiconductors.<a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>(ON Semiconductor) fell by only 9% compared to the end of 2021, while Japan's Renesas Electronics fell by only 13%.</p><p>Akira Kato, senior portfolio manager at Nomura Asset Management, which runs funds that invest in global semiconductor companies, said: \"We are reducing our investments in companies that have an advantage in smartphone and computer semiconductors and shifting towards related semiconductor companies such as automobiles and data centers.\"</p><p>The biggest focus in the market right now is TSMC's earnings call on October 13. Because TSMC is the world's largest contract manufacturer, \"if it introduces policies such as reducing equipment investment next year, it may further lower semiconductor-related stocks\" (Lotte's Jinzhong).</p><p>Semiconductors have permeated all aspects of the economy and society, including home appliances, automobiles, and communication equipment. Their market trends and stock prices will soon be reflected in personal consumption and corporate equipment investment trends. Is the decline in semiconductor stocks a sign of an economic recession that was supposed to be coming?</p><p></body></html></p>","source":"lsy1592968752908","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>Global semiconductor stocks are facing a double dilemma, a sign of an economic recession?</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nGlobal semiconductor stocks are facing a double dilemma, a sign of an economic recession?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">日经中文网</strong><span class=\"h-time small\">2022-10-12 14:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The decline in global semiconductor stocks was quite significant. The Philadelphia Semiconductor Index (SOX), composed of representative semiconductor stocks, fell to its lowest level in about two years, and related stocks in Asia and Europe also declined. The previously strong demand due to the COVID-19 pandemic has suddenly cooled down, and the current Sino-US confrontation has also cast a shadow. The slump in semiconductor stocks, considered a leading indicator of economic growth, reflects market concerns about a deteriorating global economy.</p><p>On October 10, the Philadelphia Semiconductor Index fell 3% from the previous trading day, hitting its lowest level since November 2020. Compared to the end of 2021, the decline was as high as 42%. The decline was greater than that of the Dow Jones 30 Industrial Average, which fell 20%, and the Nasdaq Composite Index, which fell 33%.</p><p><img src=\"https://static.tigerbbs.com/4926e768bc39a7a1299b41eb0036a86b\" tg-width=\"300\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>Looking at specific stocks, the United States has an advantage in GPUs (graphics processors).<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The stock prices of NVIDIA and AMD (Advanced Microdevices), a large CPU (central processing unit) company, have each fallen sharply by 60% compared to the end of last year. Besides American companies, large Dutch semiconductor manufacturing equipment companies<a href=\"https://laohu8.com/S/ASML\">Asma</a>Shares of ASML Holdings, the world's largest contract manufacturer, also fell 39%.<a href=\"https://laohu8.com/S/TSM\">TSMC</a>TSMC's stock price fell by 35%, a significant drop.</p><p>Semiconductor stocks also experienced a significant sell-off in April and June, when stock prices appeared higher due to rising interest rates caused by global monetary tightening policies. The decline was severe because it reflected shrinking demand amid concerns about the global economic outlook. Data from the World Semiconductor Trade Statistics Organization (WSTS) shows that global semiconductor shipments fell by 2% in July, marking the first year-on-year decline in 32 months, and also fell by 4% in August, further widening the decline.</p><p>The deterioration in the product market is also very obvious. Looking at the September block trading prices of DRAM, a semiconductor memory used in personal computers and smartphones, the benchmark DDR4 8GB (1G is 1 billion) product was priced at around $2.40, which is 31% cheaper than a year ago. \"The reduced demand for staying at home, which had previously expanded due to the pandemic, coupled with rising prices, led to a decline in sales of final products such as smartphones\" (Koichi Fujishiro, chief economist at Dai-ichi Life Economics Research Institute).</p><p><img src=\"https://static.tigerbbs.com/6f60dcd47bc8a3197456a54ef024a5a8\" tg-width=\"400\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>The company's performance has also deteriorated significantly. America<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>(Micron Technology) released its financial report for June-August 2022 at the end of September, showing that operating profit declined by 49% year-on-year, a significant decrease in profit. The company also stated that equipment investment in 2023 is \"expected to decrease by more than 30% compared to the previous year\" (CEO Sanjay Mehrotra).</p><p>On October 6, AMD also lowered its sales forecast for July-September 2022 from around $6.7 billion to $5.6 billion. Yoshio Imanaka, chief analyst at Rakuten Securities Economic Research Institute in Japan, worries that \"inventory adjustments could last for more than six months.\"</p><p>The confrontation between the United States and China over security guarantees has also become a cause for concern. On October 7, the Biden administration announced strengthening restrictions on the export of cutting-edge semiconductor technologies. An approval system will be introduced when exporting cutting-edge semiconductors and semiconductor manufacturing equipment required for supercomputers and other needs to China, and exports will not be allowed if there are concerns.</p><p>Under this measure, the circulation of semiconductor technology may be further restricted. China engaged in OEM manufacturing<a href=\"https://laohu8.com/S/688981\">SMIC</a>Shares of integrated circuit manufacturers (SMIC) fell by more than 8% in the two days leading up to October 11. In addition, shares of TSMC also fell by more than 8% on October 11, and shares of Japan's Tokyo Electron also fell by more than 5%. Semiconductor stocks were sold off in the market due to concerns about the fallout from tightened restrictions.</p><p>Companies that have an advantage in products that have medium- to long-term demand remain strong. The United States has an advantage in the field of automotive power semiconductors.<a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a>(ON Semiconductor) fell by only 9% compared to the end of 2021, while Japan's Renesas Electronics fell by only 13%.</p><p>Akira Kato, senior portfolio manager at Nomura Asset Management, which runs funds that invest in global semiconductor companies, said: \"We are reducing our investments in companies that have an advantage in smartphone and computer semiconductors and shifting towards related semiconductor companies such as automobiles and data centers.\"</p><p>The biggest focus in the market right now is TSMC's earnings call on October 13. Because TSMC is the world's largest contract manufacturer, \"if it introduces policies such as reducing equipment investment next year, it may further lower semiconductor-related stocks\" (Lotte's Jinzhong).</p><p>Semiconductors have permeated all aspects of the economy and society, including home appliances, automobiles, and communication equipment. Their market trends and stock prices will soon be reflected in personal consumption and corporate equipment investment trends. Is the decline in semiconductor stocks a sign of an economic recession that was supposed to be coming?</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd\">日经中文网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154754321","content_text":"全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先行指标的半导体股票的低迷反映出市场对全球经济恶化的担忧。在10月10日的美国股票市场，费城半导体指数比前一个交易日下跌3％，创下2020年11月以来低值。相较于2021年末，跌幅高达42％。与下跌20％的美国道琼斯30指数（道琼斯工业股价平均指数）和下跌33％的纳斯达克综合指数相比，跌幅更大。从具体股票来看，在GPU（图形处理器）方面拥有优势的美国英伟达（NVIDIA）与大型CPU（中央处理器）企业美国AMD（先进微器件）的股价分别相较于去年年末大幅下跌60％。除美国企业外，荷兰大型半导体制造装置企业阿斯麦（ASML）控股的股价也下跌39％，全球最大的代工企业台积电（TSMC）的股价下跌35％，跌幅都很大。在因全球采取货币紧缩政策导致利率上升而显得股票价格较贵的4月和6月，半导体股票也遭到了大量抛售。此次下跌之所以严重，是因为反映出世界经济前景担忧的需求萎缩。世界半导体贸易统计组织（WSTS）的数据显示， 7月全球半导体出货额减少2％，32个月来首次出现同比下降，8月也减少4％，减幅进一步扩大。产品市场行情的恶化也十分明显。从半导体存储器之一、配备于个人电脑和智能手机的DRAM的9月大宗交易价格来看，作为指标的DDR4型8GB （1G为10亿）产品的单价为2.40美元左右，比1年前便宜了31％。“以前因疫情而扩大的宅家需求减少，加上物价上涨，导致智能手机等最终产品的销量下滑”（日本第一生命经济研究所主任经济学家藤代宏一）。企业的业绩也明显恶化。美国美光科技（Micron Technology）9月末发布的2022年6～8月财报显示，营业利润同比下滑49％，出现大幅减益。该公司还表示，2023年度的设备投资“预计将比上年度下降30％以上”（首席执行官Sanjay Mehrotra）。AMD也于10月6日将2022年7～9月的销售额由原来的67亿美元左右下调至56亿美元。日本乐天证券经济研究所的首席分析师今中能夫担心“库存调整也有可能长达半年以上”。美国与中国围绕安全保障的对立也成为担忧因素。美国拜登政府10月7日宣布，强化有关半导体尖端技术出口的限制。在向中国出口超级计算机等所需要的尖端半导体及半导体制造装置时，将引进审批制度，如果存在担忧，将不允许出口。在这项措施下，半导体技术的流通有可能进一步受到限制。从事代工的中国中芯国际集成电路制造（SMIC）的股价到10月11日2天内下跌了超过8％，此外台积电（TSMC）的股价10月11日也下跌了超过8％，日本的Tokyo Electron的股价也下跌超过5％等，市场上因担忧强化限制的余波而纷纷抛售半导体股票。在中长期拥有需求的产品上占优势的企业仍保持坚挺。在汽车用功率半导体领域占有优势的美国安森美半导体(ON Semiconductor）比2021年底仅下跌9％，日本瑞萨电子仅下跌13％。运营投资全球半导体企业的基金的野村资产管理公司(Nomura Asset Management）高级投资组合经理加藤明表示：“正减少投资在智能手机和电脑用半导体领域占有优势的企业，转向汽车及数据中心等相关半导体企业”。目前市场上最大的关注是台积电（TSMC）于10月13日召开的财报说明会。正因为台积电是世界最大的代工企业，“如果出台减少下年度设备投资等方针，可能会进一步拉低半导体相关股票”（乐天的今中）。半导体已渗透到家电、汽车及通信设备等经济和社会的方方面面，其市场行情和股价将尽快反映到个人消费和企业的设备投资动向上。半导体股票的下跌是否是本该到来的经济衰退的信号？","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962275559,"gmtCreate":1669795401972,"gmtModify":1676538244922,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4126691504027482","idStr":"4126691504027482"},"themes":[],"title":"","htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962275559","repostId":"2287045656","repostType":2,"repost":{"id":"2287045656","kind":"news","pubTimestamp":1669794465,"share":"https://ttm.financial/m/news/2287045656?lang=en_US&edition=fundamental","pubTime":"2022-11-30 15:47","market":"hk","language":"zh","title":"Hong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.","url":"https://stock-news.laohu8.com/highlight/detail?id=2287045656","media":"智通财经","summary":"智通财经APP获悉，泡泡玛特尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。","content":"<p><html><body>According to Zhitong Finance APP,<a href=\"https://laohu8.com/S/09992\">Pop Mart</a>(09992) rose more than 12% in late trading, and as of press time, it was up 9.38% at HK$16.8, with a turnover of HK$179 million.</p><p>according to<a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>According to tracking information, Pop Mart released a total of 30 new products in November. Recently, the company participated in the American trendy art exhibition DesignerCon and invested in a 10% stake in Danny Toys, a toy supply chain company. CITIC Securities pointed out that the fourth quarter marked the beginning of a major promotional cycle both domestically and internationally, and the number of new products in the fourth quarter of last year had a low base effect. We await improved consumption and the launch of key new products, while focusing on overseas store expansion and improved operational efficiency.</p><p>In addition, according to data from the \"Alipay Open Platform\", from September 23 to October 7, 2022, Pop Mart achieved a transaction volume of nearly 50 million yuan in 15 days through the Alipay mini-program + public domain customer acquisition model, with an ROI as high as 3,772, of which new customers accounted for more than 60%. Specifically, it gained more than 50,000 new store customers and about 100,000 new brand users.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.</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: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Stocks in Focus | Pop Mart (09992) surges over 12% in late trading after launching 30 new products this month; Alipay mini-program achieves nearly 50 million yuan in transaction volume in 15 days.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2022-11-30 15:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>According to Zhitong Finance APP,<a href=\"https://laohu8.com/S/09992\">Pop Mart</a>(09992) rose more than 12% in late trading, and as of press time, it was up 9.38% at HK$16.8, with a turnover of HK$179 million.</p><p>according to<a href=\"https://laohu8.com/S/601066\">CITIC Securities</a>According to tracking information, Pop Mart released a total of 30 new products in November. Recently, the company participated in the American trendy art exhibition DesignerCon and invested in a 10% stake in Danny Toys, a toy supply chain company. CITIC Securities pointed out that the fourth quarter marked the beginning of a major promotional cycle both domestically and internationally, and the number of new products in the fourth quarter of last year had a low base effect. We await improved consumption and the launch of key new products, while focusing on overseas store expansion and improved operational efficiency.</p><p>In addition, according to data from the \"Alipay Open Platform\", from September 23 to October 7, 2022, Pop Mart achieved a transaction volume of nearly 50 million yuan in 15 days through the Alipay mini-program + public domain customer acquisition model, with an ROI as high as 3,772, of which new customers accounted for more than 60%. Specifically, it gained more than 50,000 new store customers and about 100,000 new brand users.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/839622.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK1502":"双十一","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1586":"云计算","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0228659784.USD":"施罗德金砖四国基金","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK4579":"人工智能","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4548":"巴美列捷福持仓","LU0359201612.USD":"贝莱德中国基金A2","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK1588":"回港中概股","09992":"泡泡玛特","BK4524":"宅经济概念","BK1517":"云办公","BK4581":"高盛持仓","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0173614495.USD":"富达中国焦点A","BK4527":"明星科技股","BK4077":"互动媒体与服务","BABA":"阿里巴巴","BK4531":"中概回港概念","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","BK4534":"瑞士信贷持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/839622.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287045656","content_text":"智通财经APP获悉，泡泡玛特(09992)尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。近日，公司参加美国潮流艺术展DesignerCon，并投资玩具供应链公司丹尼玩具10%股权。中信建投指出，四季度国内外进入大促周期，去年四季度新品数量有低基数效应。静待消费改善与重点新品发布，关注海外门店拓展与经营效率提升。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。","news_type":1,"symbols_score_info":{"09992":1,"BABA":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":3786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}