Plan R personal page - To The Moon

Plan R

Plan R

Rewards | Rebates | Retirement (http://planrsg.wordpress.com)

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2023-03-19

Ok

2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club

2021-01-28

Apple Supporter !

7 Stocks To Watch For January 27, 2021

2021-01-30

Everybody Huat Huat ? ?

Robinhood Raises $1 Billion in Dash for Cash After Trader Revolt

2023-04-08

Let's Get The Eggs all

07-30

MSTR 🫶🏻

07-04

Back to 400 club

02-27

Yes definitely break all time high

01-14

[Cool] [Cool] [Cool] [Cool] [Cool]

01-11

[Cool] [Cool] [Cool] [Cool] [Cool]

01-08

[Cool] [Cool] [Cool] [Cool] [Cool]

2023-06-21

Good luck with the catch

2023-06-08

Let's go and have fun

2023-04-14

Got 10 Tiger today 🐯

2023-04-07

Good day everyone ! Get more eggs

2023-04-03

Ok

@OneGlanceTrader: This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts

2023-02-26

Yeah

Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks

2021-02-02

Here for coins ?

These two indicators could determine whether the GameStop rally is near its end

2021-02-02

The last few retail stores in SG

Sorry, the original content has been removed

2021-01-30

Nice read

赌博？反精英？美国逼空大战的核心导火索究竟是什么

2021-01-29

Holding position

Apple Smashes Q1 Earnings Forecast on Surging China Sales

Go to Tiger App to see more news

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R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Typo in first part $224 price target reflected as $22","listText":"Typo in first part $224 price target reflected as $22","text":"Typo in first part $224 price target reflected as $22","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356129514233928","repostId":"2472686086","repostType":2,"repost":{"id":"2472686086","pubTimestamp":1727948612,"share":"https://ttm.financial/m/news/2472686086?lang=&edition=fundamental","pubTime":"2024-10-03 17:43","market":"sg","language":"en","title":"Amazon AWS Has Enough Growth To Offset Consumer Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2472686086","media":"Seekingalpha","summary":"Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.Amazon's capital invest","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon.com, Inc.&#39;s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.</p></li><li><p>Amazon&#39;s capital investments in AWS and custom silicon chips are expected to support strong revenue growth and improved margins through scaled operations.</p></li><li><p>AMZN&#39;s strategic focus on high-quality, customizable cloud services and expanding data center capacity as customer demand presently outstrips supply.</p></li></ul><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> continues to dominate the cloud infrastructure market as enterprises migrate more workloads from on-prem to the cloud to capitalize on costs and GPU availability. As more enterprises seek to leverage GenAI and other AI applications in the workplace, I have reason to believe more data and applications will make the move. This is to realize lower latency and improved performance no matter the geographical region. Aside from Amazon’s accelerated growth in AWS, the hyperscaler may face headwinds as consumer confidence diminishes paired with more cost-conscious spending as it relates to budgetary constraints. Given that demand for compute capacity outstrips GPU &amp; CPU availability, I believe Amazon’s capital outlay will support quality revenue growth with scaled operations. I recommend AMZN shares with a BUY rating with a price target of $22/share at 18.57x eFY25 EV/EBITDA, providing investors an upside potential of 21% from the current trading range.</p><h3 id=\"id_2366753365\">Amazon Operations</h3><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73d8099f3c7f60c8838418312f22dcf6\" alt=\"Corporate Reports\" title=\"Corporate Reports\" tg-width=\"640\" tg-height=\"84\"/><span>Corporate Reports</span></p><h4 id=\"id_1203293436\">AWS</h4><p>Amazon is increasingly focusing on providing the highest quality and most customizable cloud service for customers through their diverse CPU &amp; GPU offerings. These span Advanced Micro Devices (AMD) MI-series GPUs, Nvidia (NVDA) Hopper GPUs, and Intel (INTC) x86 CPUs while also scaling their custom silicon chips, including Graviton CPUs and Trainium &amp; inferential for training and inferencing AI models. Management doesn’t necessarily see their own custom silicon as a competitor to these world-class chip designers, but rather an additional option for customers to choose from.</p><p>One of the biggest selling points for Amazon’s custom silicon chips is that the processors are designed with a singular purpose: being placed in Amazon’s data centers. This means that Amazon’s engineers were able to optimize the chip design for the needs of AWS servers to realize significant price performance and energy efficiency for AI/ML workloads when compared to competing chip designs. For example, Graviton4 is suggested to outperform the best x86 processors by 40-50% at a price that is 20% lower than the competition.</p><p>Trainium2 is expected to be released at the end of CY24. According to the preannouncement press release, Trainium2 is designed to be up to 2x more energy efficient and deliver up to 4x the training speed as its predecessor and will be capable of being deployed in EC2 UltraClusters of up to 100,000 chips.</p><p>Inferentia2 also offered customers a significant step-up from Inferentia1 in which it provides 50% better energy efficiency, up to 4x higher throughput, and up to 10x lower latency.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3dbc251d462682d5af10347a47b9c07c\" alt=\"Amazon\" title=\"Amazon\" tg-width=\"640\" tg-height=\"182\"/><span>Amazon</span></p><p>It is clear that Amazon’s provision of custom silicon to customers comes with a number of performance and pricing benefits. In addition to these, Trainium2 and Inferenium2 may provide some easement to the tight supply chain, given the historical constraints for sourcing Nvidia’s H100 GPUs. Though the supply chain has loosened up, making the GPUs more readily available and having the additional price-performance competitive option available may manage down costs for enterprises.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4fde5f30821bb08f7ba645f7dfb58402\" alt=\"Statista\" title=\"Statista\" tg-width=\"640\" tg-height=\"294\"/><span>Statista</span></p><p>Mr. Jassy, CEO of Amazon, voiced similar capacity headwinds as Mr. Nadella of Microsoft (MSFT) in Amazon’s q2 ’24 earnings call in which demand has outstripped compute capacity. Accordingly, Amazon has 108 availability zones, which management noted are equivalent to a data center, serving 34 geographic regions. The hyperscaler is planning to launch 18 additional availability zones across 6 AWS regions, including Mexico, New Zealand, Saudi Arabia, Thailand, Taiwan, and the AWS European Sovereign Cloud.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7a3eba2784da4bc765327fe142b873fc\" alt=\"Amazon\" title=\"Amazon\" tg-width=\"640\" tg-height=\"274\"/><span>Amazon</span></p><p>In terms of growing capacity, Amazon invested $17.62b in Q2 ’24, which was primarily allocated to AWS-related infrastructure to serve the strong demand for both GenAI and non-GenAI workloads. Though management did not provide firm figures for Q3 ’24, they noted that capital investments will grow sequentially with the objective of building out AWS capacity. I’m forecasting capital investments for Q3 ’24 to sum to $20.5b and $75b for all of eFY24 as the firm catches up with customer demand to support cloud-based workloads.</p><p>Management noted one interesting factor relating to the growth story for cloud architecture that may drive growth in the coming years.</p><blockquote><p>About 90% of the global IT spend is still on premises. If you believe that equation is going to flip, which I do, there&#39;s a lot of growth ahead of us in AWS.</p><p>Andy Jassy, CEO.</p></blockquote><p>According to Gartner, global IT spend is expected to sum to $5T in 2024.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/520afa5f5620b3bc08ec618099ab0ff8\" tg-width=\"640\" tg-height=\"411\"/></p><p>Gartner</p><p>Though I do not anticipate a massive migration from on-prem to the cloud to happen, I suspect at least a portion of workloads will migrate to the cloud as CIOs seek to minimize IT spend. I believe the driving factor will inevitably come down to where the AI-related data and applications are hosted, whether on-prem or in the cloud. Given that the majority of AI applications are hosted in the cloud, I suspect that enterprises may opt to migrate more data into cloud-hosted environments.</p><p>There are significant headwinds out of the tech sector that may impede the growth opportunity for hyperscalers. Power constraints have become one of the greatest challenges in scaling compute, and this challenge may persist through the end of the decade. The <em>Wall Street Journal</em> reported in March 2024 that Amazon acquired a data center powered by an on-site 2.5GW nuclear power plant. I suspect that this trend may persist, as reliable power will be required to light up these massive AI factories. It may potentially lead to hyperscalers to either opt for natural gas-fired power plants or stand their ground for renewables and await commercialization of small modular reactors.</p><p>I expect that hyperscalers will co-invest in power plants with partner utilities to manage onsite power to guarantee the appropriate baseload. Though it is not my intention to bring politics into the mix, I believe that this will alleviate some pressure as hyperscalers may take precedence over residents in the case of a natural disaster. Dedicated power sources will disassociate any challenges faced by local residents and allow for the hyperscalers to operate on a standalone basis.</p><h4 id=\"id_4078708850\">Amazon Prime</h4><p>Amazon’s consumer-facing services will likely be impacted by the current state of the economy. Management’s verbiage aligned with other retailers in which consumers are trading down on price, resulting in lower ASPs for Amazon. Management also mentioned that discretionary items, such as electronics, computers, and TVs have been growing at a faster clip compared to competitors in the retail market; however, growth is noticeably slower when compared to a more robust economy.</p><p>Retail may become a challenge in the coming quarters for Amazon as consumer confidence weakens, and more consumers fear a weakening labor market. Though this may not necessarily impact staples, I believe Amazon may realize more pressure on bigger ticket items as consumers face increasing costs for everyday items, such as food &amp; beverage, electricity, and housing.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34ccddc9cb864cfb7287d5ba0083fd3d\" tg-width=\"630\" tg-height=\"383\"/></p><p>NBER</p><p></p><p>If unit volumes were to face pressure, headwinds may trickle into Amazon’s advertising services with slower growth.</p><p>Despite the potential headwinds at the consumer level, management has been taking steps to control costs with additions to the same-day facility network and the regionalized inbound network. There is also chatter that Amazon may further leverage robotics in the warehouses, which would substantially reduce costs and improve efficiencies. If Amazon were to partner with Tesla (TSLA) in using Optimus, I would only hope that Amazon would use the codename Optimus Prime for the program.</p><h3 id=\"id_237445492\">Amazon Financials</h3><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92a64c742f3144bec1ad60f569165145\" tg-width=\"640\" tg-height=\"186\"/></p><p>Corporate Reports</p><p></p><p>Looking to financials, I’m forecasting Amazon to generate $157b in total revenue for q3 ’24 with AWS and advertising leading the way in terms of year-over-year growth. This will translate to $1.10/share in diluted EPS for the quarter. For all of eFY24, I’m forecasting total revenue to come in at $634b with a diluted EPS of $4.43/share.</p><p>I believe AWS will realize continued growth acceleration for the duration of eFY24 and further acceleration in eFY25 as the firm scales out their CPU &amp; GPU capacity. I’m expecting retail to grow at a slower pace as consumers remain cost-conscious.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39d08f7a10fc2653c7e5e9aac996417c\" tg-width=\"640\" tg-height=\"75\"/></p><p>Seeking Alpha</p><p></p><h3 id=\"id_671916458\">Risks Related To Amazon</h3><h4 id=\"id_465092219\">Bull Case</h4><p>The market for GenAI has accelerated beyond Amazon’s and peer hyperscalers’ capacity, providing a strong runway for supporting capital investments that will turn to high-margin free cash flow. Despite the consumer headwinds Amazon is faced with, advertising will likely remain resilient across brand-sponsored ads on their retail site as well as advertising on their CTV Prime Video platform.</p><h4 id=\"id_2727733537\">Bear Case</h4><p>If the global economy were to continue to slow down, investments for GenAI may slow, resulting in Amazon being caught flatfooted with their large GPU &amp; CPU expansions. Slower consumer demand may lead to lower unit volume sales across retail platforms and may trickle into fewer advertising dollars allocated to Amazon’s platforms.</p><p><strong>Valuation &amp; Shareholder Value</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a54922c7b2104cf3c8b557cda19be267\" tg-width=\"640\" tg-height=\"99\"/></p><p>Corporate Reports</p><p></p><p>AMZN shares trade discounted to its peer average of 21.54x TTM EV/EBITDA, providing the shares room for mean reversion in terms of valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/49a2d763b44df2a6cd9783a00ed14bf0\" tg-width=\"640\" tg-height=\"48\"/></p><p>Seeking Alpha</p><p></p><p>Given the long runway for growth in AWS paired with strength in advertising, Amazon’s growth will likely push through the potential headwinds posed by the challenged consumer. Despite the relatively challenged price action for AMZN shares post-Q2 ’24 earnings, I believe AMZN shares will remain resilient as the firm continues to invest in AWS, leading to strong cash flow generation. Using an internal valuation model based on my eFY25 EBITDA forecast and the ticker’s historical valuation range, I believe shares should be priced at $224/share at 18.57x eFY25 EV/EBITDA, providing investors a potential upside risk of 21% from today’s trading range. I recommend AMZN shares with a BUY rating.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fcebb336246ed8e7f31dac71848464df\" tg-width=\"640\" tg-height=\"119\"/></p><p></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon AWS Has Enough Growth To Offset Consumer Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon AWS Has Enough Growth To Offset Consumer Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-03 17:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4724679-amazon-aws-has-enough-growth-to-offset-consumer-headwinds><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.Amazon's capital ...</p>\n\n<a href=\"https://seekingalpha.com/article/4724679-amazon-aws-has-enough-growth-to-offset-consumer-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4122":"互联网与直销零售","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4534":"瑞士信贷持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4535":"淡马锡持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4524":"宅经济概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4220":"综合零售","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4527":"明星科技股","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4507":"流媒体概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4588":"碎股","BK4550":"红杉资本持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","AMZN":"亚马逊","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4561":"索罗斯持仓","BK4581":"高盛持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4724679-amazon-aws-has-enough-growth-to-offset-consumer-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2472686086","content_text":"Amazon.com, Inc.'s AWS continues to dominate cloud infrastructure, driven by enterprise migration to the cloud for cost and performance benefits, especially for AI applications.Amazon's capital investments in AWS and custom silicon chips are expected to support strong revenue growth and improved margins through scaled operations.AMZN's strategic focus on high-quality, customizable cloud services and expanding data center capacity as customer demand presently outstrips supply.Amazon.com, Inc. continues to dominate the cloud infrastructure market as enterprises migrate more workloads from on-prem to the cloud to capitalize on costs and GPU availability. As more enterprises seek to leverage GenAI and other AI applications in the workplace, I have reason to believe more data and applications will make the move. This is to realize lower latency and improved performance no matter the geographical region. Aside from Amazon’s accelerated growth in AWS, the hyperscaler may face headwinds as consumer confidence diminishes paired with more cost-conscious spending as it relates to budgetary constraints. Given that demand for compute capacity outstrips GPU & CPU availability, I believe Amazon’s capital outlay will support quality revenue growth with scaled operations. I recommend AMZN shares with a BUY rating with a price target of $22/share at 18.57x eFY25 EV/EBITDA, providing investors an upside potential of 21% from the current trading range.Amazon OperationsCorporate ReportsAWSAmazon is increasingly focusing on providing the highest quality and most customizable cloud service for customers through their diverse CPU & GPU offerings. These span Advanced Micro Devices (AMD) MI-series GPUs, Nvidia (NVDA) Hopper GPUs, and Intel (INTC) x86 CPUs while also scaling their custom silicon chips, including Graviton CPUs and Trainium & inferential for training and inferencing AI models. Management doesn’t necessarily see their own custom silicon as a competitor to these world-class chip designers, but rather an additional option for customers to choose from.One of the biggest selling points for Amazon’s custom silicon chips is that the processors are designed with a singular purpose: being placed in Amazon’s data centers. This means that Amazon’s engineers were able to optimize the chip design for the needs of AWS servers to realize significant price performance and energy efficiency for AI/ML workloads when compared to competing chip designs. For example, Graviton4 is suggested to outperform the best x86 processors by 40-50% at a price that is 20% lower than the competition.Trainium2 is expected to be released at the end of CY24. According to the preannouncement press release, Trainium2 is designed to be up to 2x more energy efficient and deliver up to 4x the training speed as its predecessor and will be capable of being deployed in EC2 UltraClusters of up to 100,000 chips.Inferentia2 also offered customers a significant step-up from Inferentia1 in which it provides 50% better energy efficiency, up to 4x higher throughput, and up to 10x lower latency.AmazonIt is clear that Amazon’s provision of custom silicon to customers comes with a number of performance and pricing benefits. In addition to these, Trainium2 and Inferenium2 may provide some easement to the tight supply chain, given the historical constraints for sourcing Nvidia’s H100 GPUs. Though the supply chain has loosened up, making the GPUs more readily available and having the additional price-performance competitive option available may manage down costs for enterprises.StatistaMr. Jassy, CEO of Amazon, voiced similar capacity headwinds as Mr. Nadella of Microsoft (MSFT) in Amazon’s q2 ’24 earnings call in which demand has outstripped compute capacity. Accordingly, Amazon has 108 availability zones, which management noted are equivalent to a data center, serving 34 geographic regions. The hyperscaler is planning to launch 18 additional availability zones across 6 AWS regions, including Mexico, New Zealand, Saudi Arabia, Thailand, Taiwan, and the AWS European Sovereign Cloud.AmazonIn terms of growing capacity, Amazon invested $17.62b in Q2 ’24, which was primarily allocated to AWS-related infrastructure to serve the strong demand for both GenAI and non-GenAI workloads. Though management did not provide firm figures for Q3 ’24, they noted that capital investments will grow sequentially with the objective of building out AWS capacity. I’m forecasting capital investments for Q3 ’24 to sum to $20.5b and $75b for all of eFY24 as the firm catches up with customer demand to support cloud-based workloads.Management noted one interesting factor relating to the growth story for cloud architecture that may drive growth in the coming years.About 90% of the global IT spend is still on premises. If you believe that equation is going to flip, which I do, there's a lot of growth ahead of us in AWS.Andy Jassy, CEO.According to Gartner, global IT spend is expected to sum to $5T in 2024.GartnerThough I do not anticipate a massive migration from on-prem to the cloud to happen, I suspect at least a portion of workloads will migrate to the cloud as CIOs seek to minimize IT spend. I believe the driving factor will inevitably come down to where the AI-related data and applications are hosted, whether on-prem or in the cloud. Given that the majority of AI applications are hosted in the cloud, I suspect that enterprises may opt to migrate more data into cloud-hosted environments.There are significant headwinds out of the tech sector that may impede the growth opportunity for hyperscalers. Power constraints have become one of the greatest challenges in scaling compute, and this challenge may persist through the end of the decade. The Wall Street Journal reported in March 2024 that Amazon acquired a data center powered by an on-site 2.5GW nuclear power plant. I suspect that this trend may persist, as reliable power will be required to light up these massive AI factories. It may potentially lead to hyperscalers to either opt for natural gas-fired power plants or stand their ground for renewables and await commercialization of small modular reactors.I expect that hyperscalers will co-invest in power plants with partner utilities to manage onsite power to guarantee the appropriate baseload. Though it is not my intention to bring politics into the mix, I believe that this will alleviate some pressure as hyperscalers may take precedence over residents in the case of a natural disaster. Dedicated power sources will disassociate any challenges faced by local residents and allow for the hyperscalers to operate on a standalone basis.Amazon PrimeAmazon’s consumer-facing services will likely be impacted by the current state of the economy. Management’s verbiage aligned with other retailers in which consumers are trading down on price, resulting in lower ASPs for Amazon. Management also mentioned that discretionary items, such as electronics, computers, and TVs have been growing at a faster clip compared to competitors in the retail market; however, growth is noticeably slower when compared to a more robust economy.Retail may become a challenge in the coming quarters for Amazon as consumer confidence weakens, and more consumers fear a weakening labor market. Though this may not necessarily impact staples, I believe Amazon may realize more pressure on bigger ticket items as consumers face increasing costs for everyday items, such as food & beverage, electricity, and housing.NBERIf unit volumes were to face pressure, headwinds may trickle into Amazon’s advertising services with slower growth.Despite the potential headwinds at the consumer level, management has been taking steps to control costs with additions to the same-day facility network and the regionalized inbound network. There is also chatter that Amazon may further leverage robotics in the warehouses, which would substantially reduce costs and improve efficiencies. If Amazon were to partner with Tesla (TSLA) in using Optimus, I would only hope that Amazon would use the codename Optimus Prime for the program.Amazon FinancialsCorporate ReportsLooking to financials, I’m forecasting Amazon to generate $157b in total revenue for q3 ’24 with AWS and advertising leading the way in terms of year-over-year growth. This will translate to $1.10/share in diluted EPS for the quarter. For all of eFY24, I’m forecasting total revenue to come in at $634b with a diluted EPS of $4.43/share.I believe AWS will realize continued growth acceleration for the duration of eFY24 and further acceleration in eFY25 as the firm scales out their CPU & GPU capacity. I’m expecting retail to grow at a slower pace as consumers remain cost-conscious.Seeking AlphaRisks Related To AmazonBull CaseThe market for GenAI has accelerated beyond Amazon’s and peer hyperscalers’ capacity, providing a strong runway for supporting capital investments that will turn to high-margin free cash flow. Despite the consumer headwinds Amazon is faced with, advertising will likely remain resilient across brand-sponsored ads on their retail site as well as advertising on their CTV Prime Video platform.Bear CaseIf the global economy were to continue to slow down, investments for GenAI may slow, resulting in Amazon being caught flatfooted with their large GPU & CPU expansions. Slower consumer demand may lead to lower unit volume sales across retail platforms and may trickle into fewer advertising dollars allocated to Amazon’s platforms.Valuation & Shareholder ValueCorporate ReportsAMZN shares trade discounted to its peer average of 21.54x TTM EV/EBITDA, providing the shares room for mean reversion in terms of valuation.Seeking AlphaGiven the long runway for growth in AWS paired with strength in advertising, Amazon’s growth will likely push through the potential headwinds posed by the challenged consumer. Despite the relatively challenged price action for AMZN shares post-Q2 ’24 earnings, I believe AMZN shares will remain resilient as the firm continues to invest in AWS, leading to strong cash flow generation. Using an internal valuation model based on my eFY25 EBITDA forecast and the ticker’s historical valuation range, I believe shares should be priced at $224/share at 18.57x eFY25 EV/EBITDA, providing investors a potential upside risk of 21% from today’s trading range. I recommend AMZN shares with a BUY rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350754890903616,"gmtCreate":1726659068742,"gmtModify":1726659072255,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Time to buy more value stocks ✌🏻","listText":"Time to buy more value stocks ✌🏻","text":"Time to buy more value stocks ✌🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350754890903616","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333061123588296,"gmtCreate":1722341678338,"gmtModify":1722341682821,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"MSTR 🫶🏻","listText":"MSTR 🫶🏻","text":"MSTR 🫶🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333061123588296","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332737925931112,"gmtCreate":1722262886339,"gmtModify":1722265385272,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2024/10th-anniversary?banner=0&amp;adcode=AC1718527559510bEArSe&amp;feature=Message&amp;utm_source=invite&amp;utm_campaign=AC1718527559510bEArSe&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=9bd7dde826833605307b988af39b0df2&amp;invite=BG2V8N&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2024/10th-anniversary?banner=0&amp;adcode=AC1718527559510bEArSe&amp;feature=Message&amp;utm_source=invite&amp;utm_campaign=AC1718527559510bEArSe&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=9bd7dde826833605307b988af39b0df2&amp;invite=BG2V8N&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332737925931112","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331203904872592,"gmtCreate":1721868156078,"gmtModify":1721869610795,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"title":"TIGER ROARS, DECADES SOAR.","htmlText":"Find out more here: <a href=\"https://www.mydigiuc.com/activity/market/2024/10th-anniversary?adcode=AC1718527559510bEArSe&amp;utm_source=invite&amp;utm_campaign=AC1718527559510bEArSe&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=4dde8f6bbe2a5a8e5e9c265cb2c188de&amp;invite=BG2V8N&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","listText":"Find out more here: <a href=\"https://www.mydigiuc.com/activity/market/2024/10th-anniversary?adcode=AC1718527559510bEArSe&amp;utm_source=invite&amp;utm_campaign=AC1718527559510bEArSe&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=4dde8f6bbe2a5a8e5e9c265cb2c188de&amp;invite=BG2V8N&amp;lang=en_US\">TIGER ROARS, DECADES SOAR.</a> Join me to discover exciting features with me on Tiger Trade &amp; win $1,010 worth of rewards!","text":"Find out more here: TIGER ROARS, DECADES SOAR. Join me to discover exciting features with me on Tiger Trade & win $1,010 worth of rewards!","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331203904872592","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326701597081864,"gmtCreate":1720794497681,"gmtModify":1720794528433,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"DCA time when it dips","listText":"DCA time when it dips","text":"DCA time when it dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/326701597081864","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324869590188152,"gmtCreate":1720343087036,"gmtModify":1720343090623,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Yes, training to take some profits now and then","listText":"Yes, training to take some profits now and then","text":"Yes, training to take some profits now and then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324869590188152","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323946001141832,"gmtCreate":1720094281579,"gmtModify":1720094285362,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Back to 400 club","listText":"Back to 400 club","text":"Back to 400 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Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","listText":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","text":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","images":[{"img":"https://community-static.tradeup.com/news/ba3323c6518b57d08bcc75d90ffa0c5a","width":"2000","height":"2000"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313600081719480","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308310049067296,"gmtCreate":1716292852778,"gmtModify":1716292855454,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Mcd","listText":"Mcd","text":"Mcd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308310049067296","isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290146974212096,"gmtCreate":1711843207281,"gmtModify":1711843211224,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Happy Easter","listText":"Happy Easter","text":"Happy Easter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290146974212096","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":279299465064744,"gmtCreate":1709209997705,"gmtModify":1709210002967,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Fly to the Moon! Exciting March awaits","listText":"Fly to the Moon! Exciting March awaits","text":"Fly to the Moon! Exciting March awaits","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/279299465064744","isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278574197231800,"gmtCreate":1709039050914,"gmtModify":1709039055171,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Yes definitely break all time high","listText":"Yes definitely break all time high","text":"Yes definitely break all time 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[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262830576246960","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262054425813208,"gmtCreate":1705013035616,"gmtModify":1705013039639,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;&nbsp;","text":"[Smile] [Smile] [Smile] [Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262054425813208","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261861374361672,"gmtCreate":1704941462571,"gmtModify":1704941466848,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261861374361672","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261441039323432,"gmtCreate":1704838743170,"gmtModify":1704838747290,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;&nbsp;","text":"[Smile] [Smile] [Smile] [Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261441039323432","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9943351582,"gmtCreate":1679178860747,"gmtModify":1679178864481,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943351582","repostId":"2320303601","repostType":2,"repost":{"id":"2320303601","pubTimestamp":1679107050,"share":"https://ttm.financial/m/news/2320303601?lang=&edition=fundamental","pubTime":"2023-03-18 10:37","market":"us","language":"en","title":"2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club","url":"https://stock-news.laohu8.com/highlight/detail?id=2320303601","media":"Motley Fool","summary":"Semiconductors, artificial intelligence, and cloud computing could drive these stocks into an exclusive club.","content":"<html><head></head><body><p>In 1901, <b>United States Steel Corporation</b> became the first ever company to amass a $1 billion valuation.</p><p>Then, in 1955, car giant <b>General Motors</b> became the envy of the corporate world when it surpassed a $10 billion valuation. That milestone was eclipsed 40 years later, in 1995, by <b>General Electric</b>, which became the world&#39;s first $100 billion company.</p><p>These companies&#39; milestones highlight how the U.S. economy evolves over time. First, steel drove the most value in the stock market. Then it was cars, until GE built an industrial conglomerate that featured everything from white goods to financial services.</p><p>That changing of the guard hasn&#39;t stopped, and it probably never will. In 2018, <b>Apple </b>became the first company to achieve a $1 trillion market capitalization, emblematic of a market dominated by technology. <b>Microsoft</b> and Google parent <b>Alphabet </b>joined the $1 trillion club soon after.</p><p>I&#39;m going to share two companies that could eventually meet those tech giants in that exclusive circle. One of them will deliver substantial gains for investors if it gets there, while the other is already knocking on the door.</p><h2>1. Advanced Micro Devices</h2><p><b>Advanced Micro Devices</b> (AMD) is worth just $134 billion as of this writing, so it has some catching up to do. But there&#39;s no doubt it has the potential to become one of the most valuable companies in the U.S. in the future. It&#39;s a leader in the increasingly important semiconductor sector, where it produces some of the world&#39;s most sought-after computer chips.</p><p>AMD operates across consumer segments such as gaming and personal computing, where it provides semiconductors to brands like Microsoft&#39;s Xbox and <b>Sony</b>&#39;s PlayStation. But it also has a powerful data center segment, from which it serves some of the largest cloud services platforms in the world. That part of AMD&#39;s business could be set for a transformative decade ahead thanks to its $49 billion acquisition of Xilinx last year.</p><p>Xilinx is the global leader in adaptive computing, and together, the combined companies think they will be at the top of the high-performance computing industry for years to come. Adaptive hardware can be reconfigured even after the manufacturing process, allowing end users to make adjustments to suit their required workload in a live environment. That has the potential to shorten the upgrade cycle, which could supercharge progress in areas like artificial intelligence software, which often advances more quickly than the chips that power it.</p><p>According to Fortune Business Insights, the semiconductor industry was worth $573 billion in 2022. But it could grow by 12.2% per year, meaning AMD will be playing in a $1.5 trillion annual market by 2030. Plus, if AMD becomes a bigger player in areas like the data center and AI, that could add trillions to the company&#39;s opportunity in the coming years.</p><p>AMD generated $23.6 billion in revenue in 2022, greater than a fourfold increase from the $5.3 billion it generated just five years prior in 2017. Perhaps the company won&#39;t grow at that pace over the next five years, given that the starting figure is substantially larger, but as industries such as AI mature over the next decade, that will spur demand for advanced chips, and it&#39;s reasonable to expect a growth acceleration for producers like AMD over the longer term.</p><p>The company will probably have to achieve in excess of $175 billion in annual revenue to amass a $1 trillion valuation, so investors might have to wait until well into the 2030s. An expansion of its price-to-sales ratio from currently suppressed levels could also help. But if it gets there, investors will earn a 646% return on their money based on where its stock trades today.</p><h2>2. Amazon</h2><p>Compared to AMD, <b>Amazon</b>&#39;s membership in the $1 trillion club feels like a foregone conclusion. First of all, the company is worth $950 billion as of this writing, so it needs a mere 6% gain to get there. Second, its stock is down 50% from its all-time high, so it has already spent quite a bit of time in the exclusive circle with its larger peers in the past.</p><p>Amazon is the largest e-commerce company in the world, but ironically, that&#39;s why its stock has suffered recently. It&#39;s not a great business to be in when inflation is running hot, because it sends costs soaring while consumers have less purchasing power. Luckily, though, Amazon is constantly diversifying its operations.</p><p>Online sales made up about 42% of its $513.9 billion in revenue during 2022, and the rest came from a mix of cloud computing, digital advertising, and content streaming, which were the notable contributors. Investors watch the Amazon Web Services (AWS) cloud platform very closely, because it&#39;s the profitability engine behind the entire company, and it regularly leads all segments for revenue growth.</p><p>AWS is the leading provider of cloud services globally, offering hundreds of solutions to its business customers to help them transition into the digital world. According to Grand View Research, the industry could be worth $1.5 trillion per year by 2030, so Amazon&#39;s leadership position will be incredibly valuable.</p><p>A continued decline in inflation or even a recovery in the broader stock market will probably be enough for Amazon to reclaim its $1 trillion valuation. But its impressive portfolio of businesses -- which continues to expand -- makes the company an eligible candidate based on pure merit.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks That Could Join Apple, Alphabet, and Microsoft in the $1 Trillion Club\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-18 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/17/2-stocks-apple-alphabet-microsoft-1-trillion-club/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1901, United States Steel Corporation became the first ever company to amass a $1 billion valuation.Then, in 1955, car giant General Motors became the envy of the corporate world when it surpassed ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/17/2-stocks-apple-alphabet-microsoft-1-trillion-club/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0444971666.USD":"天利全球科技基金","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4567":"ESG概念","BK4571":"数字音乐概念","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4566":"资本集团","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4575":"芯片概念","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4577":"网络游戏","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","BK4559":"巴菲特持仓","AMZN":"亚马逊","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","AMD":"美国超微公司","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H"},"source_url":"https://www.fool.com/investing/2023/03/17/2-stocks-apple-alphabet-microsoft-1-trillion-club/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320303601","content_text":"In 1901, United States Steel Corporation became the first ever company to amass a $1 billion valuation.Then, in 1955, car giant General Motors became the envy of the corporate world when it surpassed a $10 billion valuation. That milestone was eclipsed 40 years later, in 1995, by General Electric, which became the world's first $100 billion company.These companies' milestones highlight how the U.S. economy evolves over time. First, steel drove the most value in the stock market. Then it was cars, until GE built an industrial conglomerate that featured everything from white goods to financial services.That changing of the guard hasn't stopped, and it probably never will. In 2018, Apple became the first company to achieve a $1 trillion market capitalization, emblematic of a market dominated by technology. Microsoft and Google parent Alphabet joined the $1 trillion club soon after.I'm going to share two companies that could eventually meet those tech giants in that exclusive circle. One of them will deliver substantial gains for investors if it gets there, while the other is already knocking on the door.1. Advanced Micro DevicesAdvanced Micro Devices (AMD) is worth just $134 billion as of this writing, so it has some catching up to do. But there's no doubt it has the potential to become one of the most valuable companies in the U.S. in the future. It's a leader in the increasingly important semiconductor sector, where it produces some of the world's most sought-after computer chips.AMD operates across consumer segments such as gaming and personal computing, where it provides semiconductors to brands like Microsoft's Xbox and Sony's PlayStation. But it also has a powerful data center segment, from which it serves some of the largest cloud services platforms in the world. That part of AMD's business could be set for a transformative decade ahead thanks to its $49 billion acquisition of Xilinx last year.Xilinx is the global leader in adaptive computing, and together, the combined companies think they will be at the top of the high-performance computing industry for years to come. Adaptive hardware can be reconfigured even after the manufacturing process, allowing end users to make adjustments to suit their required workload in a live environment. That has the potential to shorten the upgrade cycle, which could supercharge progress in areas like artificial intelligence software, which often advances more quickly than the chips that power it.According to Fortune Business Insights, the semiconductor industry was worth $573 billion in 2022. But it could grow by 12.2% per year, meaning AMD will be playing in a $1.5 trillion annual market by 2030. Plus, if AMD becomes a bigger player in areas like the data center and AI, that could add trillions to the company's opportunity in the coming years.AMD generated $23.6 billion in revenue in 2022, greater than a fourfold increase from the $5.3 billion it generated just five years prior in 2017. Perhaps the company won't grow at that pace over the next five years, given that the starting figure is substantially larger, but as industries such as AI mature over the next decade, that will spur demand for advanced chips, and it's reasonable to expect a growth acceleration for producers like AMD over the longer term.The company will probably have to achieve in excess of $175 billion in annual revenue to amass a $1 trillion valuation, so investors might have to wait until well into the 2030s. An expansion of its price-to-sales ratio from currently suppressed levels could also help. But if it gets there, investors will earn a 646% return on their money based on where its stock trades today.2. AmazonCompared to AMD, Amazon's membership in the $1 trillion club feels like a foregone conclusion. First of all, the company is worth $950 billion as of this writing, so it needs a mere 6% gain to get there. Second, its stock is down 50% from its all-time high, so it has already spent quite a bit of time in the exclusive circle with its larger peers in the past.Amazon is the largest e-commerce company in the world, but ironically, that's why its stock has suffered recently. It's not a great business to be in when inflation is running hot, because it sends costs soaring while consumers have less purchasing power. Luckily, though, Amazon is constantly diversifying its operations.Online sales made up about 42% of its $513.9 billion in revenue during 2022, and the rest came from a mix of cloud computing, digital advertising, and content streaming, which were the notable contributors. Investors watch the Amazon Web Services (AWS) cloud platform very closely, because it's the profitability engine behind the entire company, and it regularly leads all segments for revenue growth.AWS is the leading provider of cloud services globally, offering hundreds of solutions to its business customers to help them transition into the digital world. According to Grand View Research, the industry could be worth $1.5 trillion per year by 2030, so Amazon's leadership position will be incredibly valuable.A continued decline in inflation or even a recovery in the broader stock market will probably be enough for Amazon to reclaim its $1 trillion valuation. But its impressive portfolio of businesses -- which continues to expand -- makes the company an eligible candidate based on pure merit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311621880,"gmtCreate":1611792702540,"gmtModify":1704863563770,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Apple Supporter !","listText":"Apple Supporter !","text":"Apple Supporter !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/311621880","repostId":"2106818182","repostType":4,"repost":{"id":"2106818182","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1611743811,"share":"https://ttm.financial/m/news/2106818182?lang=&edition=fundamental","pubTime":"2021-01-27 18:36","market":"hk","language":"en","title":"7 Stocks To Watch For January 27, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2106818182","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly loss at $1.80 per share on revenue of $15.07 billion before the opening bell. Boeing shares gained 0.1% to $202.30 in after-hours trading.</li>\n <li>Analysts are expecting <b> Apple Inc</b> (NASDAQ:AAPL) to have earned $1.41 per share on revenue of $103.28 billion for the latest quarter. The iPhone maker will release earnings after the markets close. Apple shares gained 1.3% to $145.02 in after-hours trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) reported stronger-than-expected results for its second quarter on Tuesday. Microsoft shares climbed 3.7% to $240.92 in the after-hours trading session.</li>\n <li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to report quarterly earnings at $3.21 per share on revenue of $26.41 billion after the closing bell. Facebook shares rose 1.5% to $286.40 in after-hours trading.</li>\n</ul>\n<p><i>Find out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep.</i></p>\n<p><i>Choosing the best broker is an important part of being a successful trader or investor</i></p>\n<ul>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported weaker-than-expected sales for its first quarter and also issued weak earnings guidance for the current quarter. The company’s global comparable store sales also declined 5%. Starbucks shares fell 1.7% to $102.95 in the after-hours trading session.</li>\n <li>After the closing bell, <b> Tesla Inc</b> (NASDAQ:TSLA) is projected to post quarterly earnings at $1.01 per share on revenue of $10.32 billion. Tesla shares rose 0.6% to $887.91 in after-hours trading.</li>\n <li>Analysts expect <b> AT&amp;T Inc.</b> (NYSE:T) to post quarterly earnings at $0.73 per share on revenue of $44.55 billion before the opening bell. AT&amp;T shares gained 2.2% to close at $29.75 in after-hours trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks To Watch For January 27, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks To Watch For January 27, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-01-27 18:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Boeing Co</b> (NYSE:BA) to report quarterly loss at $1.80 per share on revenue of $15.07 billion before the opening bell. Boeing shares gained 0.1% to $202.30 in after-hours trading.</li>\n <li>Analysts are expecting <b> Apple Inc</b> (NASDAQ:AAPL) to have earned $1.41 per share on revenue of $103.28 billion for the latest quarter. The iPhone maker will release earnings after the markets close. Apple shares gained 1.3% to $145.02 in after-hours trading.</li>\n <li><b>Microsoft Corporation</b> (NASDAQ:MSFT) reported stronger-than-expected results for its second quarter on Tuesday. Microsoft shares climbed 3.7% to $240.92 in the after-hours trading session.</li>\n <li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</b> (NASDAQ:FB) to report quarterly earnings at $3.21 per share on revenue of $26.41 billion after the closing bell. Facebook shares rose 1.5% to $286.40 in after-hours trading.</li>\n</ul>\n<p><i>Find out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep.</i></p>\n<p><i>Choosing the best broker is an important part of being a successful trader or investor</i></p>\n<ul>\n <li><b>Starbucks Corporation</b> (NASDAQ:SBUX) reported weaker-than-expected sales for its first quarter and also issued weak earnings guidance for the current quarter. The company’s global comparable store sales also declined 5%. Starbucks shares fell 1.7% to $102.95 in the after-hours trading session.</li>\n <li>After the closing bell, <b> Tesla Inc</b> (NASDAQ:TSLA) is projected to post quarterly earnings at $1.01 per share on revenue of $10.32 billion. Tesla shares rose 0.6% to $887.91 in after-hours trading.</li>\n <li>Analysts expect <b> AT&amp;T Inc.</b> (NYSE:T) to post quarterly earnings at $0.73 per share on revenue of $44.55 billion before the opening bell. AT&amp;T shares gained 2.2% to close at $29.75 in after-hours trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果","T":"美国电话电报","SBUX":"星巴克","TSLA":"特斯拉","QNETCN":"纳斯达克中美互联网老虎指数","BA":"波音","09086":"华夏纳指-U","03086":"华夏纳指"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106818182","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Boeing Co (NYSE:BA) to report quarterly loss at $1.80 per share on revenue of $15.07 billion before the opening bell. Boeing shares gained 0.1% to $202.30 in after-hours trading.\nAnalysts are expecting  Apple Inc (NASDAQ:AAPL) to have earned $1.41 per share on revenue of $103.28 billion for the latest quarter. The iPhone maker will release earnings after the markets close. Apple shares gained 1.3% to $145.02 in after-hours trading.\nMicrosoft Corporation (NASDAQ:MSFT) reported stronger-than-expected results for its second quarter on Tuesday. Microsoft shares climbed 3.7% to $240.92 in the after-hours trading session.\nAnalysts expect  Facebook, Inc. (NASDAQ:FB) to report quarterly earnings at $3.21 per share on revenue of $26.41 billion after the closing bell. Facebook shares rose 1.5% to $286.40 in after-hours trading.\n\nFind out what's going on in today's market and bring any questions you have to Benzinga's PreMarket Prep.\nChoosing the best broker is an important part of being a successful trader or investor\n\nStarbucks Corporation (NASDAQ:SBUX) reported weaker-than-expected sales for its first quarter and also issued weak earnings guidance for the current quarter. The company’s global comparable store sales also declined 5%. Starbucks shares fell 1.7% to $102.95 in the after-hours trading session.\nAfter the closing bell,  Tesla Inc (NASDAQ:TSLA) is projected to post quarterly earnings at $1.01 per share on revenue of $10.32 billion. Tesla shares rose 0.6% to $887.91 in after-hours trading.\nAnalysts expect  AT&T Inc. (NYSE:T) to post quarterly earnings at $0.73 per share on revenue of $44.55 billion before the opening bell. AT&T shares gained 2.2% to close at $29.75 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312044515,"gmtCreate":1611980548737,"gmtModify":1704866784887,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Everybody Huat Huat ? ?&nbsp;","listText":"Everybody Huat Huat ? ?&nbsp;","text":"Everybody Huat Huat ? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/312044515","repostId":"1137182252","repostType":4,"repost":{"id":"1137182252","pubTimestamp":1611909009,"share":"https://ttm.financial/m/news/1137182252?lang=&edition=fundamental","pubTime":"2021-01-29 16:30","market":"sg","language":"en","title":"Robinhood Raises $1 Billion in Dash for Cash After Trader Revolt","url":"https://stock-news.laohu8.com/highlight/detail?id=1137182252","media":"Bloomberg","summary":"New York markets had just fired up, and the investing world was tuning in for Thursday’s episode of ","content":"<p>New York markets had just fired up, and the investing world was tuning in for Thursday’s episode of the continuing drama: Legions ofRobinhood Marketsinvestors versus hedge-fund Goliaths.</p><p>But within minutes, a shock wave invisible to the outside world rattled the mechanics of Wall Street -- sending Robinhood rushing for more than $1 billion of additional cash. The stock market’s central clearing hub had demanded large sums of collateral from brokerages including Robinhood that for weeks had facilitated spectacular jumps in shares such as GameStop Corp.</p><p>The Silicon Valley venture with the wildly popular no-fee trading app came to a crossroads. It reined in the risk to itself by banning certain trades and unwinding client bets -- igniting an outcry from customers and even U.S. political leaders. By that night, word was emerging that Robinhood had raised more than $1 billion from existing investors anddrawn hundreds of millions morefrom bank credit lines to weather the storm.</p><p>“Look, it is not negotiable for us to comply with our financial requirements and our clearinghouse deposits,” Robinhood Chief Executive Officer Vlad Tenev said in defending his firm’s decisions on Thursday in a Bloomberg Television interview. “We have to do that.”</p><p>The capital injection is “a strong sign of confidence from investors that will help us continue to further serve our customers,” a Robinhood spokesperson later said in an emailed statement. The money will allow the firm to “continue to invest in record growth.”</p><p>When the history of this month’s stock mania is written, it may be a story of how retail traders set out from Reddit message boards to challenge Wall Street’s status quo -- and ended up battering their beloved brokerage too.</p><p>For weeks, Robinhood, with a mission “to democratize finance for all,” has been their trading platform of choice as they inflictedbillions of dollars of losseson hedge funds by sending stocks that those firms had shorted into the stratosphere -- a sort-of populist crusade into the staid world of finance.</p><p>Robinhood’s trading restrictions made virtually nobody happy Thursday, except perhaps the hedge funds. In a surreal scene, political archenemies Alexandria Ocasio-Cortez and Ted Cruz found common ground in lashing the firm’s decisions. Conspiracy theories erupted online.</p><p>The question is whether such critics will dig into the industry’s inner workings, where pressure mounted on Robinhood and other firms to limit certain trades. That would put a rare spotlight on arcane parts of the market designed to prevent catastrophe, such as theDepository Trust &amp; Clearing Corp.</p><p>Not ‘Nefarious’What's moving marketsStart your day with the 5 Things newsletter.EmailBloomberg may send me offers and promotions.Sign UpBy submitting my information, I agree to thePrivacy Policyand&nbsp;Terms of Service.</p><p>One key consideration for brokers, particularly around high-flying and volatile stocks like GameStop, is in the money they must put up with the DTCC while waiting a few days for stock transactions to settle. Those outlays, which behave like margin in a brokerage account, can create a cash crunch on volatile days, say when GameStop falls from $483 to $112 like it did at one point during Thursday’s session.</p><p>“It’s not really Robinhood doing nefarious stuff,” said Bloomberg Intelligence analyst Larry Tabb. “It’s the DTCC saying ‘This stuff is just too risky. We don’t trust that these guys have the cash to be able to withstand settling these things two days from now, because in two days, who knows what the price could be, it could be zero.’”</p><p>The trouble on Thursday began around 10 a.m., when after days of turbulence, the DTCC demanded significantly more collateral from member brokers, according to two people familiar with the matter.</p><p>A spokesman for the DTCC wouldn’t specify how much it required from specific firms but said that by the end of the day industrywide collateral requirements jumped to $33.5 billion, up from $26 billion.</p><p>‘Rare Circumstances’</p><p>Brokerage executives rushed to figure out how to come up with the funds. Robinhood’s reaction drew the most public attention, but the firm wasn’t alone in limiting trading of stocks such as GameStop and AMC Entertainment Holdings Inc.</p><p>In fact,Charles Schwab Corp.’s TD Ameritrade curbed transactions in both of those companies on Wednesday.Interactive Brokers Group Inc.andMorgan Stanley’s E*Trade took similar action Thursday.</p><p>Thomas Peterffy, the billionaire chairman of Greenwich, Connecticut-based Interactive Brokers, told Bloomberg TV the restrictions were prompted by concerns “about the integrity of the marketplace and the system.”</p><p>E*Trade stressed that its measures were a highly unusual. “We take actions like this seriously, and only initiate them in rare circumstances,” said spokesman Thayer Fox, adding that he expected normal trading to resume Friday.</p><p>Robinhood said after markets closed that it plans to allow “limited buys” to resume in affected securities. It also tried to assuage customer concerns with an email that evening: “This was a temporary decision made to best continue serving you, and was not an easy one to make.”</p><p>Credit Lines</p><p>The firm has tapped at least several hundred million dollars from its bank credit lines, a person with knowledge of the situation said. The company’s lenders includeJPMorgan Chase &amp; Co.andGoldman Sachs Group Inc., according todatacompiled by Bloomberg. Representatives for Robinhood and those banks declined to comment.</p><p>Robinhood’s capital remains “strong,” CEO Tenev told Bloomberg TV, underscoring that the restrictions helped protect both the brokerage and its clients.</p><p>One question is whether frustrated customers will forgive what some see as a betrayal in their campaign against Wall Street’s financial elite.</p><p>Douglas Bray, a software developer from Connecticut who’s been using Robinhood for about five years, said he plans to withdraw about $100,000 after the trading restrictions.</p><p>“I’m disappointed I could not keep my money in GME like any institutional investor could,” said Bray, 32, referring to GameStop’s ticker. “Hedge funds are on the brink of a massive short squeeze and appear to be calling in all the cavalry. So brokers are now ‘protecting’ customers as a facade so that they can appease their institutional backers. The entire community is outraged.”</p>","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>Robinhood Raises $1 Billion in Dash for Cash After Trader Revolt</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\">\nRobinhood Raises $1 Billion in Dash for Cash After Trader Revolt\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-01-29/for-robinhood-a-dash-for-cash-after-traders-took-on-wall-street?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York markets had just fired up, and the investing world was tuning in for Thursday’s episode of the continuing drama: Legions ofRobinhood Marketsinvestors versus hedge-fund Goliaths.But within ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-01-29/for-robinhood-a-dash-for-cash-after-traders-took-on-wall-street?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-01-29/for-robinhood-a-dash-for-cash-after-traders-took-on-wall-street?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137182252","content_text":"New York markets had just fired up, and the investing world was tuning in for Thursday’s episode of the continuing drama: Legions ofRobinhood Marketsinvestors versus hedge-fund Goliaths.But within minutes, a shock wave invisible to the outside world rattled the mechanics of Wall Street -- sending Robinhood rushing for more than $1 billion of additional cash. The stock market’s central clearing hub had demanded large sums of collateral from brokerages including Robinhood that for weeks had facilitated spectacular jumps in shares such as GameStop Corp.The Silicon Valley venture with the wildly popular no-fee trading app came to a crossroads. It reined in the risk to itself by banning certain trades and unwinding client bets -- igniting an outcry from customers and even U.S. political leaders. By that night, word was emerging that Robinhood had raised more than $1 billion from existing investors anddrawn hundreds of millions morefrom bank credit lines to weather the storm.“Look, it is not negotiable for us to comply with our financial requirements and our clearinghouse deposits,” Robinhood Chief Executive Officer Vlad Tenev said in defending his firm’s decisions on Thursday in a Bloomberg Television interview. “We have to do that.”The capital injection is “a strong sign of confidence from investors that will help us continue to further serve our customers,” a Robinhood spokesperson later said in an emailed statement. The money will allow the firm to “continue to invest in record growth.”When the history of this month’s stock mania is written, it may be a story of how retail traders set out from Reddit message boards to challenge Wall Street’s status quo -- and ended up battering their beloved brokerage too.For weeks, Robinhood, with a mission “to democratize finance for all,” has been their trading platform of choice as they inflictedbillions of dollars of losseson hedge funds by sending stocks that those firms had shorted into the stratosphere -- a sort-of populist crusade into the staid world of finance.Robinhood’s trading restrictions made virtually nobody happy Thursday, except perhaps the hedge funds. In a surreal scene, political archenemies Alexandria Ocasio-Cortez and Ted Cruz found common ground in lashing the firm’s decisions. Conspiracy theories erupted online.The question is whether such critics will dig into the industry’s inner workings, where pressure mounted on Robinhood and other firms to limit certain trades. That would put a rare spotlight on arcane parts of the market designed to prevent catastrophe, such as theDepository Trust & Clearing Corp.Not ‘Nefarious’What's moving marketsStart your day with the 5 Things newsletter.EmailBloomberg may send me offers and promotions.Sign UpBy submitting my information, I agree to thePrivacy Policyand Terms of Service.One key consideration for brokers, particularly around high-flying and volatile stocks like GameStop, is in the money they must put up with the DTCC while waiting a few days for stock transactions to settle. Those outlays, which behave like margin in a brokerage account, can create a cash crunch on volatile days, say when GameStop falls from $483 to $112 like it did at one point during Thursday’s session.“It’s not really Robinhood doing nefarious stuff,” said Bloomberg Intelligence analyst Larry Tabb. “It’s the DTCC saying ‘This stuff is just too risky. We don’t trust that these guys have the cash to be able to withstand settling these things two days from now, because in two days, who knows what the price could be, it could be zero.’”The trouble on Thursday began around 10 a.m., when after days of turbulence, the DTCC demanded significantly more collateral from member brokers, according to two people familiar with the matter.A spokesman for the DTCC wouldn’t specify how much it required from specific firms but said that by the end of the day industrywide collateral requirements jumped to $33.5 billion, up from $26 billion.‘Rare Circumstances’Brokerage executives rushed to figure out how to come up with the funds. Robinhood’s reaction drew the most public attention, but the firm wasn’t alone in limiting trading of stocks such as GameStop and AMC Entertainment Holdings Inc.In fact,Charles Schwab Corp.’s TD Ameritrade curbed transactions in both of those companies on Wednesday.Interactive Brokers Group Inc.andMorgan Stanley’s E*Trade took similar action Thursday.Thomas Peterffy, the billionaire chairman of Greenwich, Connecticut-based Interactive Brokers, told Bloomberg TV the restrictions were prompted by concerns “about the integrity of the marketplace and the system.”E*Trade stressed that its measures were a highly unusual. “We take actions like this seriously, and only initiate them in rare circumstances,” said spokesman Thayer Fox, adding that he expected normal trading to resume Friday.Robinhood said after markets closed that it plans to allow “limited buys” to resume in affected securities. It also tried to assuage customer concerns with an email that evening: “This was a temporary decision made to best continue serving you, and was not an easy one to make.”Credit LinesThe firm has tapped at least several hundred million dollars from its bank credit lines, a person with knowledge of the situation said. The company’s lenders includeJPMorgan Chase & Co.andGoldman Sachs Group Inc., according todatacompiled by Bloomberg. Representatives for Robinhood and those banks declined to comment.Robinhood’s capital remains “strong,” CEO Tenev told Bloomberg TV, underscoring that the restrictions helped protect both the brokerage and its clients.One question is whether frustrated customers will forgive what some see as a betrayal in their campaign against Wall Street’s financial elite.Douglas Bray, a software developer from Connecticut who’s been using Robinhood for about five years, said he plans to withdraw about $100,000 after the trading restrictions.“I’m disappointed I could not keep my money in GME like any institutional investor could,” said Bray, 32, referring to GameStop’s ticker. “Hedge funds are on the brink of a massive short squeeze and appear to be calling in all the cavalry. So brokers are now ‘protecting’ customers as a facade so that they can appease their institutional backers. The entire community is outraged.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946186478,"gmtCreate":1680885765394,"gmtModify":1680885768789,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Let's Get The Eggs all","listText":"Let's Get The Eggs all","text":"Let's Get The Eggs all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946186478","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333061123588296,"gmtCreate":1722341678338,"gmtModify":1722341682821,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"MSTR 🫶🏻","listText":"MSTR 🫶🏻","text":"MSTR 🫶🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333061123588296","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323946001141832,"gmtCreate":1720094281579,"gmtModify":1720094285362,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Back to 400 club","listText":"Back to 400 club","text":"Back to 400 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high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278574197231800","isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262830576246960,"gmtCreate":1705201852981,"gmtModify":1705201856670,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262830576246960","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261861374361672,"gmtCreate":1704941462571,"gmtModify":1704941466848,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261861374361672","isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260752915931352,"gmtCreate":1704670743792,"gmtModify":1704670747127,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260752915931352","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189615681925392,"gmtCreate":1687318415812,"gmtModify":1687318419829,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Good luck with the catch","listText":"Good luck with the catch","text":"Good luck with the catch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189615681925392","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185088038465656,"gmtCreate":1686226917665,"gmtModify":1686226921713,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Let's go and have fun","listText":"Let's go and have fun","text":"Let's go and have fun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185088038465656","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945287985,"gmtCreate":1681487188448,"gmtModify":1681487192538,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Got 10 Tiger today 🐯","listText":"Got 10 Tiger today 🐯","text":"Got 10 Tiger today 🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945287985","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946931689,"gmtCreate":1680832703941,"gmtModify":1680832714257,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Good day everyone ! Get more eggs","listText":"Good day everyone ! Get more eggs","text":"Good day everyone ! Get more eggs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946931689","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941432389,"gmtCreate":1680519755342,"gmtModify":1680519758708,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941432389","repostId":"9941431622","repostType":1,"repost":{"id":9941431622,"gmtCreate":1680517465066,"gmtModify":1680519198433,"author":{"id":"9000000000000726","authorId":"9000000000000726","name":"OneGlanceTrader","avatar":"https://community-static.tradeup.com/news/b3238403b0b83a5914db126417a3494f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000726","idStr":"9000000000000726"},"themes":[],"htmlText":"\n \n \n  This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts\n \n","listText":"This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts","text":"This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941431622","isVote":1,"tweetType":2,"object":{"id":"aa1277b21e4e40139b1cfc75beca5f04","tweetId":"9941431622","title":"This Is Why You Are Behaving RECKLESSLY! Patrick Bet David #shorts","videoUrl":"http://v.tigerbbs.com/1680517459890115c4b980899209ac8c6c0111150b69c.mp4","poster":"https://static.tigerbbs.com/64de8694b425cca0e48b74eea8bfab9b","shareLink":"http://v.tigerbbs.com/1680517459890115c4b980899209ac8c6c0111150b69c.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957531862,"gmtCreate":1677376881356,"gmtModify":1677376883218,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957531862","repostId":"2314332631","repostType":4,"repost":{"id":"2314332631","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1677281516,"share":"https://ttm.financial/m/news/2314332631?lang=&edition=fundamental","pubTime":"2023-02-25 07:31","market":"us","language":"en","title":"Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2314332631","media":"Dow Jones","summary":"The prospect of interest rates remaining higher for longer is sending investors scrambling back to d","content":"<html><head></head><body><p>The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.</p><p>Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.</p><p>The stock market&#39;s early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.</p><p>Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed&#39;s latest meeting, which were released Wednesday, reinforced those concerns.</p><p>Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.</p><p>The S&amp;P 500 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Dividend Index -- made up of the S&amp;P 500&#39;s top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&amp;P 500&#39;s 4.8% advance.</p><p>&#34;I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn&#39;t do as well as we think it could,&#34; said Ken Van Leeuwen, founder and chief executive of Van Leeuwen &amp; Co. &#34;In dividend stocks, I get paid to wait.&#34;</p><p>Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.</p><p>After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.</p><p>&#34;My view is that what happened in January is essentially a little bit of a junk rally,&#34; said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. &#34;However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.&#34;</p><p>Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.</p><p>Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.</p><p>The S&amp;P 500&#39;s dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.</p><p>The S&amp;P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&amp;P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.</p><p>George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients&#39; equity portfolios into stocks with &#34;excellent earnings prospects&#34; and &#34;higher dividend payouts&#34; over the next several quarters.</p><p>In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase &amp; Co., with a yield of 2.8%.</p><p>However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.</p><p>Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.</p><p>&#34;Don&#39;t be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,&#34; he said.</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>Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks</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\">\nInterest-Rate Concerns Push Investors Into Dividend-Paying Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-25 07:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.</p><p>Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.</p><p>The stock market&#39;s early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.</p><p>Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed&#39;s latest meeting, which were released Wednesday, reinforced those concerns.</p><p>Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.</p><p>The S&amp;P 500 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Dividend Index -- made up of the S&amp;P 500&#39;s top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&amp;P 500&#39;s 4.8% advance.</p><p>&#34;I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn&#39;t do as well as we think it could,&#34; said Ken Van Leeuwen, founder and chief executive of Van Leeuwen &amp; Co. &#34;In dividend stocks, I get paid to wait.&#34;</p><p>Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.</p><p>After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.</p><p>&#34;My view is that what happened in January is essentially a little bit of a junk rally,&#34; said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. &#34;However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.&#34;</p><p>Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.</p><p>Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.</p><p>The S&amp;P 500&#39;s dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.</p><p>The S&amp;P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&amp;P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.</p><p>George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients&#39; equity portfolios into stocks with &#34;excellent earnings prospects&#34; and &#34;higher dividend payouts&#34; over the next several quarters.</p><p>In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase &amp; Co., with a yield of 2.8%.</p><p>However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.</p><p>Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.</p><p>&#34;Don&#39;t be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","JPM":"摩根大通","BAC":"美国银行","EPD":"Enterprise Products Partners L.P","ETN":"伊顿"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314332631","content_text":"The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.The stock market's early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed's latest meeting, which were released Wednesday, reinforced those concerns.Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.The S&P 500 High Dividend Index -- made up of the S&P 500's top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&P 500's 4.8% advance.\"I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn't do as well as we think it could,\" said Ken Van Leeuwen, founder and chief executive of Van Leeuwen & Co. \"In dividend stocks, I get paid to wait.\"Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.\"My view is that what happened in January is essentially a little bit of a junk rally,\" said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. \"However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.\"Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.The S&P 500's dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.The S&P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients' equity portfolios into stocks with \"excellent earnings prospects\" and \"higher dividend payouts\" over the next several quarters.In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase & Co., with a yield of 2.8%.However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.\"Don't be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315691037,"gmtCreate":1612239062329,"gmtModify":1704868590424,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Here for coins ?","listText":"Here for coins ?","text":"Here for coins ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315691037","repostId":"1183603122","repostType":4,"repost":{"id":"1183603122","pubTimestamp":1612231847,"share":"https://ttm.financial/m/news/1183603122?lang=&edition=fundamental","pubTime":"2021-02-02 10:10","market":"us","language":"en","title":"These two indicators could determine whether the GameStop rally is near its end","url":"https://stock-news.laohu8.com/highlight/detail?id=1183603122","media":"cnbc","summary":"GameStopstock has defied gravity in the past and it could again, but there are some signs its stock ","content":"<div>\n<p>GameStopstock has defied gravity in the past and it could again, but there are some signs its stock may be topping out, some strategists say.\nGameStop was down sharply Monday, off more than 30% at $...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These two indicators could determine whether the GameStop rally is near its end</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; 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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\">\nThese two indicators could determine whether the GameStop rally is near its end\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 10:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStopstock has defied gravity in the past and it could again, but there are some signs its stock may be topping out, some strategists say.\nGameStop was down sharply Monday, off more than 30% at $...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46e61da95c6d1c4c736e3146c02db8a9","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.cnbc.com/2021/02/01/these-two-indicators-could-determine-whether-the-gamestop-rally-is-near-its-end.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183603122","content_text":"GameStopstock has defied gravity in the past and it could again, but there are some signs its stock may be topping out, some strategists say.\nGameStop was down sharply Monday, off more than 30% at $225.\n\nIt has been the poster child of a group of stocks shorted by hedge funds but snapped up by small investors who helped drive share prices higher.\nThe price rises even more when hedge funds are forced to buy the stock to cover short positions.\nGameStop has had a wild ride. It surged to an all time high of $483 last week but appeared to run out of steam Monday, falling well below its Friday close of $325.\nThe stock closed at $17.25 on Jan. 4, the first trading day of 2021.\n2021.\n1. Call options cost trends\nWhen viewing a stock that's had a long speculative run, it's important to look at the call options on the stock when it stops moving higher, said Julian Emanuel, chief equity and derivatives strategist at BTIG.\nCall options, which allow but don't require investors to buy at a certain price, are basically bets the stock will continue to rise. Aggressive buying in those options can help speculative stocks go even higher until the options themselves become too expensive.\n\"The high price of the options themselves are likely to cause the stock to top and then sell-off or at least go sideways and ultimately sell off as the speculative mania moves on to different areas,\" said Emanuel. \"We're seeing this today in silver.\"\nSilver has been the target of aggressive buying and has also caught the interest of traders in the Reddit forum WallStreetBets.iShares Silver Trust ETFjumped 7.1% Monday and call buying continued to surge at record levels in the ETF.\nRetail investors have been very active in options, opening and closing positions in the same day in many speculative stocks. As for GameStop, Emanuel said the calls appear to have become too expensive to remain a source of further upside for the stock.\nFor instance, the at-the-money Feb. 19 call options — that is, an option with a strike price that's identical to the company's current share price — in GameStop at Friday's close cost about 50% of the company's actual share price, Emanuel said.\nTo give that perspective, the S&P 500 Feb. 19 at-the-money options cost just 2.5% of the S&P's value.\n\"It's difficult to maintain a level of speculative interest when it becomes too expensive to buy call options,\" said Emanuel.\n2. Reduced demand\nTwo other factors depressing the stock are the reduction in short interest as investors were forced to cover shorts, and that brokers have restricted buying in GameStop, Emanuel added. That takes away an important source of demand, and speculative investors become less interested, he said.\n\"It seems the Reddit army is moving into a different area,\" said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group. \"The stock is going down and the volatility goes down.\"\n\"Usually when a stock goes down, volatility goes up,\" he said. \"In this instance, as people leave and move into other areas, you're going to see the stock price and volatility go down.\"\nThe 30-day implied volatility in GameStop options on Friday was 430% but it declined to 375% and continues to fall, Murphy said. Implied volatility measures the expected swing in a stock's price.\nThat means investors are now expecting a move as big as 23% in the stock in one day in either direction, down from 27% on Friday.\nOf course, GameStop has also been affected by trading restrictions.\nRobinhood and other online brokers last week limited buying in GameStop, but allowed investors to sell. Brokers raised margin requirements on GameStop and some other stocks.\nIt's very hard to tell whether GameStop was near a top because of restrictions on the stock, said Steve Massocca, managing director with Wedbush Securities.\n\"When you tell people they can't buy but can only sell, of course it usually goes in one direction,\" he said.\nRobinhood on Monday continued to prohibit clientswho own more than 20 shares of GameStop from buying any new shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315866548,"gmtCreate":1612232467084,"gmtModify":1704868511620,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"The last few retail stores in SG","listText":"The last few retail stores in SG","text":"The last few retail stores in SG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315866548","repostId":"2108207463","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312045899,"gmtCreate":1611980295611,"gmtModify":1704866783590,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Nice read","listText":"Nice read","text":"Nice read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312045899","repostId":"1147723336","repostType":4,"repost":{"id":"1147723336","weMediaInfo":{"introduction":"‘金融是件专业的事情，投资不是拍脑袋决定的’-记录是一种维持连续思考最好的方式，我就是付鹏，一个我眼里的财经世界","home_visible":1,"media_name":"付鹏的财经世界","id":"75","head_image":"https://static.tigerbbs.com/33671c46c6ed4ba5b38664f7d8985b0d"},"pubTimestamp":1611906307,"share":"https://ttm.financial/m/news/1147723336?lang=&edition=fundamental","pubTime":"2021-01-29 15:45","market":"us","language":"zh","title":"赌博？反精英？美国逼空大战的核心导火索究竟是什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1147723336","media":"付鹏的财经世界","summary":"新一代的力量正在向传统华尔街或者传统建制派提出了赤裸裸的挑战。","content":"<p>市场上对于<b>美股散户抱团GME大战机构</b>的讨论非常热烈，周四隔夜盘中GME深跌56%后，盘后转涨，最高飙升70%；GME距离机构给出的20美元的估值已经翻了十几倍。</p><p><img src=\"https://static.tigerbbs.com/4f4873cc5bf4a72265ebf8a57591ff08\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>而<b>继GME之后，AMC、<a href=\"https://laohu8.com/S/BB\">黑莓</a>、<a href=\"https://laohu8.com/S/EXPR\">Express</a>也成了美股散户抱团的对象。</b>隔夜美股下跌，做空比例较高的一些股票反而逆势上涨。新的字母组合FANG（Fubo、AMC、Nokia、GameStop）热度超过FAANG，股价和成交量一飞冲天。</p><p>首先从事件本身来分析，<b>股票逼仓squeeze其实并不是一个新鲜事</b>，可能大都数的国内投资者知道股票逼仓比较有名的就是从当年的大众逼仓Volkswagen Squeeze开始，之后的十年逐步的加入了期权策略，衍生出来股票正股逼仓（squeeze）用期权配合形成期权挤仓（Gamma squeeze）。</p><p>包括之后孙正义软银的Gamma策略也是以此为基础，<b>传统很多对冲基金尤其是基本面研究驱动的多空L/S投资组合里，简单来说就是做多一个优质的公司，做空一个资质较差的公司。</b>因而也就会有一个所谓的做空TOP的名单，那些垃圾公司公司或者僵尸公司等的名字就赫然在列。</p><p>一般来说即便是机构投资者的short比重相对比较高也不会有太大的问题，因为市场主流的思路对于这类差公司的认知是偏向一致的，这里就涉及到第一个核心的“问题”：<b>新老一代对于所谓“价值”认知差异的问题。</b></p><p>这几年美国证券市场正在不断的发生这样的事情，<b>金融功能市场上形成的新老两股力量，且两派对于所谓的“价值”明显出现了偏差，无法拥有相互的认同感</b>。</p><p>目前市场上最大的冲突也其实也就在这，其实过去的几年里，这种新旧观念的碰撞一直在发生，像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、比特币就是个例子；如果这种价值认同偏差上产生的碰撞只发生在传统金融机构内部，一般来讲不会这么严重，传统金融机构即使有认同上的差异，但是一般不会主动的形成对峙的绞杀。</p><p>但是从GME的事件来看，<b>这种价值观的偏差推向高潮的已经不仅仅是对于公司本身到底基本面如何的问题，整个新一代的力量正在向传统华尔街或者传统建制派提出了赤裸裸的挑战。</b></p><p>那么这股新的力量来自于哪里？<b>我认为来自于目前年轻一代为主的这一批的美国的年轻一代的投资（机）者。</b></p><p>疫情导致的复工复产停滞以及财政补贴带来的额外收入导致散户成交量激增，利用互联网带来的网络社群传递着最快的信息，互联网社区组团，抱团资金以期权逼仓（Gamma squeeze）的方式以最快速度实现收割。</p><p><b>这种情况其实非常类似A股市场上以前的“牛散”或者“带头大哥”，公开自己的交易、账户和逻辑，然后聚集大量的粉丝跟单，并进一步向上反身反馈实现股价抬升。</b></p><p>不过不得不说相比于国内A股市场以前的“带头大哥”喊单拉着散户推高股票暗中撤退来说，<b>期权挤仓（Gamma squeeze）是更快实现收割的工具和方法，实际上就形成了一个自我反馈增强的挤仓或者逼空</b>：</p><blockquote>在 <b>原本拥挤的正股做空</b>的情况下， <b>只要能够顺利推动市场所有参与者朝着统一认知方向前进，一旦出现期权逼空正反馈的出现，就非常容易造成短期价格的暴涨，获取数百倍的利润。</b></blockquote><p>当出现逼空的时候，沽空者账面出现巨额亏损时，会迫使其补仓或平仓，而平仓的做法就是在市场上买入股份推高股价，而随着股价不断反馈流通股越来越少后价格赎回（借股）费用会越来越高。</p><p>如果仅仅是这种传统手段的话，那还不至于是如此的吸引大家的注意。</p><p><b>这次WSB和GME的事件，很多散户买入正股的同时，主战场是通过买入看涨期权来挤压期权的卖出者不断的对冲（相当于用超高的杠杆使得做市商成为自己的助燃剂）。</b></p><p><b>而股价上升时卖空看涨期权的仓位同样会出现巨额亏损，需要买入更多的正股对冲，而gamma对冲最终产生的正股的买入速度会以非线性的速度激增。两层反馈下最终导致了GME股价的“火箭”暴涨。</b></p><p>一旦顺利的进入到以上所述的自我反馈路径后，其实本身价值观的对错其实已经并不重要了……<b>任何的逼仓不仅仅是技术层面（今天的日记不是期权教学），其完美的触发反馈机制本身还需要很多天时地利人和的因素配合</b>；例如商品期货市场里面出现空逼多，多逼空的现象本质背后一些因素其实都非常的相近。</p><p>前面提到的认知性偏差和新老的对立是推进反馈路径的第一步前提，当然更重要的使得这个事情加速的还有重要的第二环节；这一事件的背后其实隐藏着更深刻社会性的问题，<b>这次事件从社会性层面变成了一次网络版的占领华尔街运动</b>。</p><p>我们看到在200万聚集讨论的WSB社区中，<b>大范围是存在有一种反社会反精英的认知感</b>，例如：once in a lifetime opportunity，人生只来一次，干脆all in一把，带有非常强的高投机性高赌博性的因素。</p><p>为什么有产阶级可以享受泡沫带来的财富，华尔街的精英可以有制定规则的权利，而普通群众只能被动承担失业和贫富分化带来的后果。</p><p>这和当下美国经济的失衡以及社会的撕裂是分不开的。<b>新老一代除了价值观认知上的不同以外，这种冲突其实已经涉及到了关于社会阶层分配的问题，</b>我们看到改变社会阶层，改变命运，打破华尔街的壁垒等等这种口号不断出现。</p><p>在政治上占领国会山推倒建制派，在金融上占领华尔街打败传统利益。在这几年我们看到美国K型经济的背后是美国社会的撕裂，<b>现在在金融市场上这种冲突，其实跟社会上出现的这种动荡背后的根源其实是一致的。</b></p><p>美国大选刚刚结束，两个阶层之间选票的情况，其实已经能够说明这种冲突已经白热化。</p><p><b>传统价值观下认为这次事件已经是在疯狂了，新价值观认为并不是疯狂，是在打破传统的壁垒，束缚，打破一个旧世界，创造一个<a href=\"https://laohu8.com/S/600628\">新世界</a>。</b>这个时候这种价值观的撕裂已经不是能够通过理性非理性来解释的了。</p><p>通过BBS等社交媒体的广泛传播也是在关键的时间充分的利用了互联网社区这一社会性问题开始充分的煽动这种情绪，各种晒出成功者的交易记录，不断的从物质和精神双层面刺激着后续涌入的投资者，这也是造成加速“暴涨”的场外原因；</p><p>那么最后这次事件会怎么收场，背后策划此次事件的真正获利者或许已经逐步的离开，大概率最后都会因为流动性的问题出现向下的反身反馈；</p><p><b>最后市场会由于缺少看涨期权卖出者而丧失流动性，随着之前买入看涨期权的投资者获利平仓离场，同样也会形成卖出正股的反馈，最后入场的社交媒体里的热血散户也会仓皇出逃甚至踩踏。</b></p><p>最终并不是所谓的打倒旧势力迎接世界一片光明。从市场的参与者角度上来讲，<b>背后的被煽动的新一代散户很可能成为最后一部分的买单者</b>（吃掉过度做空的基金，同时最后也会吃掉这批热血青年）；</p><p><b>SEC介入是板子上钉钉的事情，最终的焦点并不会在期权策略本身上，而是会将重心放在涉嫌利用社交媒体操纵市场恶意引导投资者并且不当获利这个节点</b>，但透过这个事情本身背后社会撕裂的这些深层次的东西，是很难解决但也是无法避免的问题。</p><p>手段方法技巧，教科书里面都有，真正难得的是如何利用天时地利人和去营造触发squeeze的自我反馈，当然对于逼仓的涉嫌违法的界定也是在这里，而不是工具（期货，期权）本身。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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15:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场上对于<b>美股散户抱团GME大战机构</b>的讨论非常热烈，周四隔夜盘中GME深跌56%后，盘后转涨，最高飙升70%；GME距离机构给出的20美元的估值已经翻了十几倍。</p><p><img src=\"https://static.tigerbbs.com/4f4873cc5bf4a72265ebf8a57591ff08\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>而<b>继GME之后，AMC、<a href=\"https://laohu8.com/S/BB\">黑莓</a>、<a href=\"https://laohu8.com/S/EXPR\">Express</a>也成了美股散户抱团的对象。</b>隔夜美股下跌，做空比例较高的一些股票反而逆势上涨。新的字母组合FANG（Fubo、AMC、Nokia、GameStop）热度超过FAANG，股价和成交量一飞冲天。</p><p>首先从事件本身来分析，<b>股票逼仓squeeze其实并不是一个新鲜事</b>，可能大都数的国内投资者知道股票逼仓比较有名的就是从当年的大众逼仓Volkswagen Squeeze开始，之后的十年逐步的加入了期权策略，衍生出来股票正股逼仓（squeeze）用期权配合形成期权挤仓（Gamma squeeze）。</p><p>包括之后孙正义软银的Gamma策略也是以此为基础，<b>传统很多对冲基金尤其是基本面研究驱动的多空L/S投资组合里，简单来说就是做多一个优质的公司，做空一个资质较差的公司。</b>因而也就会有一个所谓的做空TOP的名单，那些垃圾公司公司或者僵尸公司等的名字就赫然在列。</p><p>一般来说即便是机构投资者的short比重相对比较高也不会有太大的问题，因为市场主流的思路对于这类差公司的认知是偏向一致的，这里就涉及到第一个核心的“问题”：<b>新老一代对于所谓“价值”认知差异的问题。</b></p><p>这几年美国证券市场正在不断的发生这样的事情，<b>金融功能市场上形成的新老两股力量，且两派对于所谓的“价值”明显出现了偏差，无法拥有相互的认同感</b>。</p><p>目前市场上最大的冲突也其实也就在这，其实过去的几年里，这种新旧观念的碰撞一直在发生，像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、比特币就是个例子；如果这种价值认同偏差上产生的碰撞只发生在传统金融机构内部，一般来讲不会这么严重，传统金融机构即使有认同上的差异，但是一般不会主动的形成对峙的绞杀。</p><p>但是从GME的事件来看，<b>这种价值观的偏差推向高潮的已经不仅仅是对于公司本身到底基本面如何的问题，整个新一代的力量正在向传统华尔街或者传统建制派提出了赤裸裸的挑战。</b></p><p>那么这股新的力量来自于哪里？<b>我认为来自于目前年轻一代为主的这一批的美国的年轻一代的投资（机）者。</b></p><p>疫情导致的复工复产停滞以及财政补贴带来的额外收入导致散户成交量激增，利用互联网带来的网络社群传递着最快的信息，互联网社区组团，抱团资金以期权逼仓（Gamma squeeze）的方式以最快速度实现收割。</p><p><b>这种情况其实非常类似A股市场上以前的“牛散”或者“带头大哥”，公开自己的交易、账户和逻辑，然后聚集大量的粉丝跟单，并进一步向上反身反馈实现股价抬升。</b></p><p>不过不得不说相比于国内A股市场以前的“带头大哥”喊单拉着散户推高股票暗中撤退来说，<b>期权挤仓（Gamma squeeze）是更快实现收割的工具和方法，实际上就形成了一个自我反馈增强的挤仓或者逼空</b>：</p><blockquote>在 <b>原本拥挤的正股做空</b>的情况下， <b>只要能够顺利推动市场所有参与者朝着统一认知方向前进，一旦出现期权逼空正反馈的出现，就非常容易造成短期价格的暴涨，获取数百倍的利润。</b></blockquote><p>当出现逼空的时候，沽空者账面出现巨额亏损时，会迫使其补仓或平仓，而平仓的做法就是在市场上买入股份推高股价，而随着股价不断反馈流通股越来越少后价格赎回（借股）费用会越来越高。</p><p>如果仅仅是这种传统手段的话，那还不至于是如此的吸引大家的注意。</p><p><b>这次WSB和GME的事件，很多散户买入正股的同时，主战场是通过买入看涨期权来挤压期权的卖出者不断的对冲（相当于用超高的杠杆使得做市商成为自己的助燃剂）。</b></p><p><b>而股价上升时卖空看涨期权的仓位同样会出现巨额亏损，需要买入更多的正股对冲，而gamma对冲最终产生的正股的买入速度会以非线性的速度激增。两层反馈下最终导致了GME股价的“火箭”暴涨。</b></p><p>一旦顺利的进入到以上所述的自我反馈路径后，其实本身价值观的对错其实已经并不重要了……<b>任何的逼仓不仅仅是技术层面（今天的日记不是期权教学），其完美的触发反馈机制本身还需要很多天时地利人和的因素配合</b>；例如商品期货市场里面出现空逼多，多逼空的现象本质背后一些因素其实都非常的相近。</p><p>前面提到的认知性偏差和新老的对立是推进反馈路径的第一步前提，当然更重要的使得这个事情加速的还有重要的第二环节；这一事件的背后其实隐藏着更深刻社会性的问题，<b>这次事件从社会性层面变成了一次网络版的占领华尔街运动</b>。</p><p>我们看到在200万聚集讨论的WSB社区中，<b>大范围是存在有一种反社会反精英的认知感</b>，例如：once in a lifetime opportunity，人生只来一次，干脆all in一把，带有非常强的高投机性高赌博性的因素。</p><p>为什么有产阶级可以享受泡沫带来的财富，华尔街的精英可以有制定规则的权利，而普通群众只能被动承担失业和贫富分化带来的后果。</p><p>这和当下美国经济的失衡以及社会的撕裂是分不开的。<b>新老一代除了价值观认知上的不同以外，这种冲突其实已经涉及到了关于社会阶层分配的问题，</b>我们看到改变社会阶层，改变命运，打破华尔街的壁垒等等这种口号不断出现。</p><p>在政治上占领国会山推倒建制派，在金融上占领华尔街打败传统利益。在这几年我们看到美国K型经济的背后是美国社会的撕裂，<b>现在在金融市场上这种冲突，其实跟社会上出现的这种动荡背后的根源其实是一致的。</b></p><p>美国大选刚刚结束，两个阶层之间选票的情况，其实已经能够说明这种冲突已经白热化。</p><p><b>传统价值观下认为这次事件已经是在疯狂了，新价值观认为并不是疯狂，是在打破传统的壁垒，束缚，打破一个旧世界，创造一个<a href=\"https://laohu8.com/S/600628\">新世界</a>。</b>这个时候这种价值观的撕裂已经不是能够通过理性非理性来解释的了。</p><p>通过BBS等社交媒体的广泛传播也是在关键的时间充分的利用了互联网社区这一社会性问题开始充分的煽动这种情绪，各种晒出成功者的交易记录，不断的从物质和精神双层面刺激着后续涌入的投资者，这也是造成加速“暴涨”的场外原因；</p><p>那么最后这次事件会怎么收场，背后策划此次事件的真正获利者或许已经逐步的离开，大概率最后都会因为流动性的问题出现向下的反身反馈；</p><p><b>最后市场会由于缺少看涨期权卖出者而丧失流动性，随着之前买入看涨期权的投资者获利平仓离场，同样也会形成卖出正股的反馈，最后入场的社交媒体里的热血散户也会仓皇出逃甚至踩踏。</b></p><p>最终并不是所谓的打倒旧势力迎接世界一片光明。从市场的参与者角度上来讲，<b>背后的被煽动的新一代散户很可能成为最后一部分的买单者</b>（吃掉过度做空的基金，同时最后也会吃掉这批热血青年）；</p><p><b>SEC介入是板子上钉钉的事情，最终的焦点并不会在期权策略本身上，而是会将重心放在涉嫌利用社交媒体操纵市场恶意引导投资者并且不当获利这个节点</b>，但透过这个事情本身背后社会撕裂的这些深层次的东西，是很难解决但也是无法避免的问题。</p><p>手段方法技巧，教科书里面都有，真正难得的是如何利用天时地利人和去营造触发squeeze的自我反馈，当然对于逼仓的涉嫌违法的界定也是在这里，而不是工具（期货，期权）本身。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b3a204998c7f504cac33de5e853f3d44","relate_stocks":{".DJI":"道琼斯","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147723336","content_text":"市场上对于美股散户抱团GME大战机构的讨论非常热烈，周四隔夜盘中GME深跌56%后，盘后转涨，最高飙升70%；GME距离机构给出的20美元的估值已经翻了十几倍。而继GME之后，AMC、黑莓、Express也成了美股散户抱团的对象。隔夜美股下跌，做空比例较高的一些股票反而逆势上涨。新的字母组合FANG（Fubo、AMC、Nokia、GameStop）热度超过FAANG，股价和成交量一飞冲天。首先从事件本身来分析，股票逼仓squeeze其实并不是一个新鲜事，可能大都数的国内投资者知道股票逼仓比较有名的就是从当年的大众逼仓Volkswagen Squeeze开始，之后的十年逐步的加入了期权策略，衍生出来股票正股逼仓（squeeze）用期权配合形成期权挤仓（Gamma squeeze）。包括之后孙正义软银的Gamma策略也是以此为基础，传统很多对冲基金尤其是基本面研究驱动的多空L/S投资组合里，简单来说就是做多一个优质的公司，做空一个资质较差的公司。因而也就会有一个所谓的做空TOP的名单，那些垃圾公司公司或者僵尸公司等的名字就赫然在列。一般来说即便是机构投资者的short比重相对比较高也不会有太大的问题，因为市场主流的思路对于这类差公司的认知是偏向一致的，这里就涉及到第一个核心的“问题”：新老一代对于所谓“价值”认知差异的问题。这几年美国证券市场正在不断的发生这样的事情，金融功能市场上形成的新老两股力量，且两派对于所谓的“价值”明显出现了偏差，无法拥有相互的认同感。目前市场上最大的冲突也其实也就在这，其实过去的几年里，这种新旧观念的碰撞一直在发生，像特斯拉、比特币就是个例子；如果这种价值认同偏差上产生的碰撞只发生在传统金融机构内部，一般来讲不会这么严重，传统金融机构即使有认同上的差异，但是一般不会主动的形成对峙的绞杀。但是从GME的事件来看，这种价值观的偏差推向高潮的已经不仅仅是对于公司本身到底基本面如何的问题，整个新一代的力量正在向传统华尔街或者传统建制派提出了赤裸裸的挑战。那么这股新的力量来自于哪里？我认为来自于目前年轻一代为主的这一批的美国的年轻一代的投资（机）者。疫情导致的复工复产停滞以及财政补贴带来的额外收入导致散户成交量激增，利用互联网带来的网络社群传递着最快的信息，互联网社区组团，抱团资金以期权逼仓（Gamma squeeze）的方式以最快速度实现收割。这种情况其实非常类似A股市场上以前的“牛散”或者“带头大哥”，公开自己的交易、账户和逻辑，然后聚集大量的粉丝跟单，并进一步向上反身反馈实现股价抬升。不过不得不说相比于国内A股市场以前的“带头大哥”喊单拉着散户推高股票暗中撤退来说，期权挤仓（Gamma squeeze）是更快实现收割的工具和方法，实际上就形成了一个自我反馈增强的挤仓或者逼空：在 原本拥挤的正股做空的情况下， 只要能够顺利推动市场所有参与者朝着统一认知方向前进，一旦出现期权逼空正反馈的出现，就非常容易造成短期价格的暴涨，获取数百倍的利润。当出现逼空的时候，沽空者账面出现巨额亏损时，会迫使其补仓或平仓，而平仓的做法就是在市场上买入股份推高股价，而随着股价不断反馈流通股越来越少后价格赎回（借股）费用会越来越高。如果仅仅是这种传统手段的话，那还不至于是如此的吸引大家的注意。这次WSB和GME的事件，很多散户买入正股的同时，主战场是通过买入看涨期权来挤压期权的卖出者不断的对冲（相当于用超高的杠杆使得做市商成为自己的助燃剂）。而股价上升时卖空看涨期权的仓位同样会出现巨额亏损，需要买入更多的正股对冲，而gamma对冲最终产生的正股的买入速度会以非线性的速度激增。两层反馈下最终导致了GME股价的“火箭”暴涨。一旦顺利的进入到以上所述的自我反馈路径后，其实本身价值观的对错其实已经并不重要了……任何的逼仓不仅仅是技术层面（今天的日记不是期权教学），其完美的触发反馈机制本身还需要很多天时地利人和的因素配合；例如商品期货市场里面出现空逼多，多逼空的现象本质背后一些因素其实都非常的相近。前面提到的认知性偏差和新老的对立是推进反馈路径的第一步前提，当然更重要的使得这个事情加速的还有重要的第二环节；这一事件的背后其实隐藏着更深刻社会性的问题，这次事件从社会性层面变成了一次网络版的占领华尔街运动。我们看到在200万聚集讨论的WSB社区中，大范围是存在有一种反社会反精英的认知感，例如：once in a lifetime opportunity，人生只来一次，干脆all in一把，带有非常强的高投机性高赌博性的因素。为什么有产阶级可以享受泡沫带来的财富，华尔街的精英可以有制定规则的权利，而普通群众只能被动承担失业和贫富分化带来的后果。这和当下美国经济的失衡以及社会的撕裂是分不开的。新老一代除了价值观认知上的不同以外，这种冲突其实已经涉及到了关于社会阶层分配的问题，我们看到改变社会阶层，改变命运，打破华尔街的壁垒等等这种口号不断出现。在政治上占领国会山推倒建制派，在金融上占领华尔街打败传统利益。在这几年我们看到美国K型经济的背后是美国社会的撕裂，现在在金融市场上这种冲突，其实跟社会上出现的这种动荡背后的根源其实是一致的。美国大选刚刚结束，两个阶层之间选票的情况，其实已经能够说明这种冲突已经白热化。传统价值观下认为这次事件已经是在疯狂了，新价值观认为并不是疯狂，是在打破传统的壁垒，束缚，打破一个旧世界，创造一个新世界。这个时候这种价值观的撕裂已经不是能够通过理性非理性来解释的了。通过BBS等社交媒体的广泛传播也是在关键的时间充分的利用了互联网社区这一社会性问题开始充分的煽动这种情绪，各种晒出成功者的交易记录，不断的从物质和精神双层面刺激着后续涌入的投资者，这也是造成加速“暴涨”的场外原因；那么最后这次事件会怎么收场，背后策划此次事件的真正获利者或许已经逐步的离开，大概率最后都会因为流动性的问题出现向下的反身反馈；最后市场会由于缺少看涨期权卖出者而丧失流动性，随着之前买入看涨期权的投资者获利平仓离场，同样也会形成卖出正股的反馈，最后入场的社交媒体里的热血散户也会仓皇出逃甚至踩踏。最终并不是所谓的打倒旧势力迎接世界一片光明。从市场的参与者角度上来讲，背后的被煽动的新一代散户很可能成为最后一部分的买单者（吃掉过度做空的基金，同时最后也会吃掉这批热血青年）；SEC介入是板子上钉钉的事情，最终的焦点并不会在期权策略本身上，而是会将重心放在涉嫌利用社交媒体操纵市场恶意引导投资者并且不当获利这个节点，但透过这个事情本身背后社会撕裂的这些深层次的东西，是很难解决但也是无法避免的问题。手段方法技巧，教科书里面都有，真正难得的是如何利用天时地利人和去营造触发squeeze的自我反馈，当然对于逼仓的涉嫌违法的界定也是在这里，而不是工具（期货，期权）本身。","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318529899,"gmtCreate":1611876229411,"gmtModify":1704865088645,"author":{"id":"3555464381271027","authorId":"3555464381271027","name":"Plan R","avatar":"https://community-static.tradeup.com/news/7c154067507de533ac55801ad0e29059","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3555464381271027","idStr":"3555464381271027"},"themes":[],"htmlText":"Holding position&nbsp;","listText":"Holding position&nbsp;","text":"Holding position","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318529899","repostId":"1181346723","repostType":4,"repost":{"id":"1181346723","pubTimestamp":1611820093,"share":"https://ttm.financial/m/news/1181346723?lang=&edition=fundamental","pubTime":"2021-01-28 15:48","market":"sg","language":"en","title":"Apple Smashes Q1 Earnings Forecast on Surging China Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1181346723","media":"The street","summary":"Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.Apple Inc.  -Get Report posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, than","content":"<p>Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.</p><p>Apple Inc.&nbsp;(<b>AAPL</b>) -Get Report&nbsp;posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.</p><p>Apple said profits for the three months ending in December, the tech giant's fiscal first quarter, were pegged at $1.68 per share, up 34.4% from the same period last year and well ahead of the Street consensus forecast of $1.41. Group revenues, Apple said, rose 21% from last year to a record $111.44 billion, again topping analysts' estimates of a $103.3 billion tally.</p><p>Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, thanks in part to the launch of its new iPhone 12 suite of smartphones late last year amid COVID-related disruptions to its global brick-and-mortar network of stores. Services revenue rose 24.2% to $15.8 billion, Apple said, with more than 620 million subscribers across all of its platforms.</p><p>Looking into the three months ending in March, Apple said its sees revenue growing on an year-on-year basis, but declined to provide detailed guidance for either sales or bottom line earnings. Gross margins, Apple said, will likely be flat on a quarter-to-quarter basis.</p><p>“This quarter for Apple wouldn’t have been possible without the tireless and innovative work of every Apple team member worldwide,” said CEO Tim Cook. “We’re gratified by the enthusiastic customer response to the unmatched line of cutting-edge products that we delivered across a historic holiday season.\"</p><p>Apple shares were marked 2% lower in after hours trading immediately following the earnings release to indicate a Thursday opening bell price of $139.30 each, a move that would trim the stock's six-month gain to around 49%.</p><p>Mac sales, Apple said, rose 21.2% to $8.68 billion, while sales from its wearables, home and accessories division jumped 30% to $13 billion, \"driven by holiday demand for the latest Apple watch,\" Cook said. iPad sales were up an astonishing 41% to $8.44 billion.</p><p>“Our December quarter business performance was fueled by double-digit growth in each product category, which drove all-time revenue records in each of our geographic segments and an all-time high for our installed base of active devices,” said CFO Luca Maestri. “These results helped us generate record operating cash flow of $38.8 billion. We also returned over $30 billion to shareholders during the quarter as we maintain our target of reaching a net cash neutral position over time.</p><p>Cook said the gains helped lift its total installed base of devices past 1.65 billion, with more than 1 billion iPhones active and outstanding and records in each of its project categories.</p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Smashes Q1 Earnings Forecast on Surging China Sales</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Smashes Q1 Earnings Forecast on Surging China Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-28 15:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-smashes-q1-earnings-forecast-on-surging-china-sales><strong>The street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.Apple Inc. (AAPL) -Get Report posted stronger-...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-smashes-q1-earnings-forecast-on-surging-china-sales\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/apple-smashes-q1-earnings-forecast-on-surging-china-sales","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181346723","content_text":"Apple saw a 57% surge in China sales over the December quarter, helping drive a record top line and much stronger-than-expected first quarter earnings.Apple Inc. (AAPL) -Get Report posted stronger-than-expected first quarter earnings Wednesday, and its first print of revenues over $100 million, thanks in part to surging China sales and demand for its new iPhone 12.Apple said profits for the three months ending in December, the tech giant's fiscal first quarter, were pegged at $1.68 per share, up 34.4% from the same period last year and well ahead of the Street consensus forecast of $1.41. Group revenues, Apple said, rose 21% from last year to a record $111.44 billion, again topping analysts' estimates of a $103.3 billion tally.Greater China revenues surged 57% to $21.3 billion, Apple said, helping iPhone revenues rise 17% to an all-time high of $65.5 billion, thanks in part to the launch of its new iPhone 12 suite of smartphones late last year amid COVID-related disruptions to its global brick-and-mortar network of stores. Services revenue rose 24.2% to $15.8 billion, Apple said, with more than 620 million subscribers across all of its platforms.Looking into the three months ending in March, Apple said its sees revenue growing on an year-on-year basis, but declined to provide detailed guidance for either sales or bottom line earnings. Gross margins, Apple said, will likely be flat on a quarter-to-quarter basis.“This quarter for Apple wouldn’t have been possible without the tireless and innovative work of every Apple team member worldwide,” said CEO Tim Cook. “We’re gratified by the enthusiastic customer response to the unmatched line of cutting-edge products that we delivered across a historic holiday season.\"Apple shares were marked 2% lower in after hours trading immediately following the earnings release to indicate a Thursday opening bell price of $139.30 each, a move that would trim the stock's six-month gain to around 49%.Mac sales, Apple said, rose 21.2% to $8.68 billion, while sales from its wearables, home and accessories division jumped 30% to $13 billion, \"driven by holiday demand for the latest Apple watch,\" Cook said. iPad sales were up an astonishing 41% to $8.44 billion.“Our December quarter business performance was fueled by double-digit growth in each product category, which drove all-time revenue records in each of our geographic segments and an all-time high for our installed base of active devices,” said CFO Luca Maestri. “These results helped us generate record operating cash flow of $38.8 billion. We also returned over $30 billion to shareholders during the quarter as we maintain our target of reaching a net cash neutral position over time.Cook said the gains helped lift its total installed base of devices past 1.65 billion, with more than 1 billion iPhones active and outstanding and records in each of its project categories.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}