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GANCL

GANCL

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02-16

$Meta Platforms, Inc.(META)$

2022-12-12

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@鸿图之至:$恆生指數(HSI)$ 恆指低開61點19380。低開後照舊強勢抽上，10:30已經挑戰19600，受阻後回調，即於19393-19477做雙底，午後立即抽上，DH 19737 才受阻，亦即市做雙頂落，一路向西，收市18814，接近DL 18799。純數據分析：日圖橫盤兩日後，今天抽上穿大位，被壓回，形成大成交假，上影線大陰。小時圖第一支大陽，之後再盤至2:00支破位抽上受阻回落，之後兩連大陰。今天破19035（期貨19118），看明天會否有Back Test動作，小時企不上反回，行政程就繼續，Target 18333(期18429），18285（期18315），大家注意，因爲上升趨勢中，所以回調還沒有必會到點，接近就開始留意反應。另外留意如反彈19268-19379以上有機會回調完，大家要看住，隨機應變。

2022-12-12

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@华尔街九妹:#Bitcoin 3 天 MACD 翻轉看漲！ 🔥👇

2022-12-12

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@金吾财讯:遊戲驛站“死貓彈”？

2022-10-05

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@Stocks_Pedia:Snap Inc. - An American Camera and Social Media Company

2022-10-05

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@美股研究社:亞馬遜零售業務凍結招聘，應對業績放緩

2022-10-05

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@小虎综合资讯:市場綜述 | 港股暴漲！特區政府推進重大利好政策

2022-10-05

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@财经故事荟:7年舉辦14季馬拉鬆，搜狐爲何愛“跑步”？

2022-09-13

For long term investment

Apple Rallies Most Since May on Strong iPhone Pre-Order Data

2022-09-12

For long term investment

Sorry, the original content has been removed

2022-09-09

For long term investment

Amazon: Time To Be Greedy

2022-09-08

For long term investment

Apple Rose Slightly After Finishing Its Big Fall iPhone Event Where It Announced New iPhones, AirPods and Apple Watches

2022-09-06

For long term investment

Will Warren Buffett Buy More Apple Stock in Q3?

2022-09-03

For long term investment

Can the Tech Sector Bane be a Boon for Amazon, Microsoft?

2022-09-02

For long term investment

NIO Stock: 3 Things to Watch When Nio Reports Earnings

2022-09-01

For long term investment

Microsoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares

2022-08-31

For long term investment

Why Tesla's Stock Split Was a Dud Like Amazon's

2022-08-30

For long term investment

S&P and Nasdaq: How to Trade the Correction

2022-08-29

For long term investment

Disney's New Pricing Magic: More Profit From Fewer Park Visitors

2022-08-28

For long term investment

NIO Concludes Internal Review of Seller Report; Street Says Buy

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$&nbsp;</a>恆指低開61點19380。低開後照舊強勢抽上，10:30已經挑戰19600，受阻後回調，即於19393-19477做雙底，午後立即抽上，DH 19737 才受阻，亦即市做雙頂落，一路向西，收市18814，接近DL 18799。 純數據分析： 日圖橫盤兩日後，今天抽上穿大位，被壓回，形成大成交假，上影線大陰。 小時圖第一支大陽，之後再盤至2:00支破位抽上受阻回落，之後兩連大陰。 今天破19035（期貨19118），看明天會否有Back Test動作，小時企不上反回，行政程就繼續，Target 18333(期18429），18285（期18315），大家注意，因爲上升趨勢中，所以回調還沒有必會到點，接近就開始留意反應。另外留意如反彈19268-19379以上有機會回調完，大家要看住，隨機應變。","listText":"<a href=\"https://ttm.financial/S/HSI\">$恆生指數(HSI)$&nbsp;</a>恆指低開61點19380。低開後照舊強勢抽上，10:30已經挑戰19600，受阻後回調，即於19393-19477做雙底，午後立即抽上，DH 19737 才受阻，亦即市做雙頂落，一路向西，收市18814，接近DL 18799。 純數據分析： 日圖橫盤兩日後，今天抽上穿大位，被壓回，形成大成交假，上影線大陰。 小時圖第一支大陽，之後再盤至2:00支破位抽上受阻回落，之後兩連大陰。 今天破19035（期貨19118），看明天會否有Back Test動作，小時企不上反回，行政程就繼續，Target 18333(期18429），18285（期18315），大家注意，因爲上升趨勢中，所以回調還沒有必會到點，接近就開始留意反應。另外留意如反彈19268-19379以上有機會回調完，大家要看住，隨機應變。","text":"$恆生指數(HSI)$ 恆指低開61點19380。低開後照舊強勢抽上，10:30已經挑戰19600，受阻後回調，即於19393-19477做雙底，午後立即抽上，DH 19737 才受阻，亦即市做雙頂落，一路向西，收市18814，接近DL 18799。 純數據分析： 日圖橫盤兩日後，今天抽上穿大位，被壓回，形成大成交假，上影線大陰。 小時圖第一支大陽，之後再盤至2:00支破位抽上受阻回落，之後兩連大陰。 今天破19035（期貨19118），看明天會否有Back Test動作，小時企不上反回，行政程就繼續，Target 18333(期18429），18285（期18315），大家注意，因爲上升趨勢中，所以回調還沒有必會到點，接近就開始留意反應。另外留意如反彈19268-19379以上有機會回調完，大家要看住，隨機應變。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920813272","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923926865,"gmtCreate":1670782113657,"gmtModify":1676538432235,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923926865","repostId":"629482653","repostType":1,"repost":{"id":629482653,"gmtCreate":1670780713774,"gmtModify":1676538432157,"author":{"id":"3528340495989142","authorId":"3528340495989142","name":"华尔街九妹","avatar":"https://static.tigerbbs.com/e7f1eb5104c0b89f4abca81265839444","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528340495989142","idStr":"3528340495989142"},"themes":[],"htmlText":"#Bitcoin&nbsp; 3 天 MACD 翻轉看漲！ 🔥👇","listText":"#Bitcoin&nbsp; 3 天 MACD 翻轉看漲！ 🔥👇","text":"#Bitcoin 3 天 MACD 翻轉看漲！ 🔥👇","images":[{"img":"https://static.tigerbbs.com/0d69dffe208888acb12656ebf93f416f","width":"2047","height":"1109"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/629482653","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923926186,"gmtCreate":1670782081945,"gmtModify":1676538432227,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923926186","repostId":"629508627","repostType":1,"repost":{"id":629508627,"gmtCreate":1670578731372,"gmtModify":1676538398000,"author":{"id":"4113008293263880","authorId":"4113008293263880","name":"金吾财讯","avatar":"https://static.tigerbbs.com/9b7f44f5ceeeeb4eab30f0530c2a7157","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4113008293263880","idStr":"4113008293263880"},"themes":[],"title":"遊戲驛站“死貓彈”？","htmlText":"在結束了連續三天下跌之後，遊戲驛站股價終於在本週四迎來了反彈。然而，這並不被市場看好，更有觀點指出，這像極了“死貓彈”。糟糕的季績財報顯示，季內公司淨銷售額下降8.5%至11.86億美元，上年同期爲12.97億美元，低於分析師預測的13.9億美元；淨虧損0.947億美元，上年同期1.054億美元；調整後的每股虧損爲31美分，低於預期的29美分。值得注意的是，這是該公司兩年來季度營收錄得的最大降幅。源於公司財報分業務來看，包含新的和二手的硬件、配件、硬件捆綁銷售、互動遊戲人物、戰略指南、移動和消費電子產品銷售的硬件和配件業務收入下滑6.4%至6.27億美元；包含新的和二手的視頻遊戲軟件、數字軟件和個人電腦娛樂軟件銷售的軟件業務收入下滑19%至3.52億美元；收藏品收入增長7.9%至2.07億美元。源於公司財報行業低迷據NPD Group調研數據顯示，整體遊戲行業正在下滑，第三季度整體支出較上年同期下降了5%。第二季度軟件銷售額下降19%至3.521億美元，硬件和配件銷售額下降6.4%至6.27億美元。收藏品是一個亮點，增長7.9%至2.073億美元。另據Digital Development Management（DDM）近期發佈的一份報告顯示，2022年第三季度，全球遊戲行業的投資總額約爲22億美元，與Q2數據相比下降了55.1%。報告續指，報告指出，第三季度全球遊戲行業共發生了156起投資交易，數量也環比減少了33%。自2020年第四季度以來，今年Q3遊戲行業的投資交易數量和金額均爲單季度最低值。DDM還透露，2022年初至今，全球遊戲行業共發生708起投資交易，總金額高達107億美元。另一方面，今年遊戲行業收購和併購交易的總價值已經達到了333億美元。不過，與2021年數據（816億美元）相比，440億美元的資金總額（包括投資和收購）仍然下滑了46%。裁員據瞭解，遊戲驛","listText":"在結束了連續三天下跌之後，遊戲驛站股價終於在本週四迎來了反彈。然而，這並不被市場看好，更有觀點指出，這像極了“死貓彈”。糟糕的季績財報顯示，季內公司淨銷售額下降8.5%至11.86億美元，上年同期爲12.97億美元，低於分析師預測的13.9億美元；淨虧損0.947億美元，上年同期1.054億美元；調整後的每股虧損爲31美分，低於預期的29美分。值得注意的是，這是該公司兩年來季度營收錄得的最大降幅。源於公司財報分業務來看，包含新的和二手的硬件、配件、硬件捆綁銷售、互動遊戲人物、戰略指南、移動和消費電子產品銷售的硬件和配件業務收入下滑6.4%至6.27億美元；包含新的和二手的視頻遊戲軟件、數字軟件和個人電腦娛樂軟件銷售的軟件業務收入下滑19%至3.52億美元；收藏品收入增長7.9%至2.07億美元。源於公司財報行業低迷據NPD Group調研數據顯示，整體遊戲行業正在下滑，第三季度整體支出較上年同期下降了5%。第二季度軟件銷售額下降19%至3.521億美元，硬件和配件銷售額下降6.4%至6.27億美元。收藏品是一個亮點，增長7.9%至2.073億美元。另據Digital Development Management（DDM）近期發佈的一份報告顯示，2022年第三季度，全球遊戲行業的投資總額約爲22億美元，與Q2數據相比下降了55.1%。報告續指，報告指出，第三季度全球遊戲行業共發生了156起投資交易，數量也環比減少了33%。自2020年第四季度以來，今年Q3遊戲行業的投資交易數量和金額均爲單季度最低值。DDM還透露，2022年初至今，全球遊戲行業共發生708起投資交易，總金額高達107億美元。另一方面，今年遊戲行業收購和併購交易的總價值已經達到了333億美元。不過，與2021年數據（816億美元）相比，440億美元的資金總額（包括投資和收購）仍然下滑了46%。裁員據瞭解，遊戲驛","text":"在結束了連續三天下跌之後，遊戲驛站股價終於在本週四迎來了反彈。然而，這並不被市場看好，更有觀點指出，這像極了“死貓彈”。糟糕的季績財報顯示，季內公司淨銷售額下降8.5%至11.86億美元，上年同期爲12.97億美元，低於分析師預測的13.9億美元；淨虧損0.947億美元，上年同期1.054億美元；調整後的每股虧損爲31美分，低於預期的29美分。值得注意的是，這是該公司兩年來季度營收錄得的最大降幅。源於公司財報分業務來看，包含新的和二手的硬件、配件、硬件捆綁銷售、互動遊戲人物、戰略指南、移動和消費電子產品銷售的硬件和配件業務收入下滑6.4%至6.27億美元；包含新的和二手的視頻遊戲軟件、數字軟件和個人電腦娛樂軟件銷售的軟件業務收入下滑19%至3.52億美元；收藏品收入增長7.9%至2.07億美元。源於公司財報行業低迷據NPD Group調研數據顯示，整體遊戲行業正在下滑，第三季度整體支出較上年同期下降了5%。第二季度軟件銷售額下降19%至3.521億美元，硬件和配件銷售額下降6.4%至6.27億美元。收藏品是一個亮點，增長7.9%至2.073億美元。另據Digital Development 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Inc. - An American Camera and Social Media Company","htmlText":"Hey, this is Stocks_Pedia.I would like to introduce some unfamiliar companies that may be of some help to your investments.The company I’m going to introduce is&nbsp;<a href=\"https://ttm.financial/S/SNAP\">$Snap Inc(SNAP)$</a> .It went public&nbsp;on&nbsp;2nd&nbsp;March&nbsp;2017.[Company Profile]Snap Inc. is a camera company. 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Snapchat is its core mobile device application and contains five tabs. Its tabs include Camera, Communication, Snap Map, Stories and Spotlight. The Camera is the starting point for creation in Snapchat. Snapchat opens directly to the Camera, making it easy to create a Snap and send it to friends","text":"Hey, this is Stocks_Pedia.I would like to introduce some unfamiliar companies that may be of some help to your investments.The company I’m going to introduce is $Snap Inc(SNAP)$ .It went public on 2nd March 2017.[Company Profile]Snap Inc. is a camera company. The Company's flagship product, Snapchat, is a camera application that helps people communicate visually with friends and family through short videos and images called Snaps. Snapchat is its core mobile device application and contains five tabs. Its tabs include Camera, Communication, Snap Map, Stories and Spotlight. The Camera is the starting point for creation in Snapchat. Snapchat opens directly to the Camera, making it easy to create a Snap and send it to friends","images":[{"img":"https://community-static.tradeup.com/news/fcad1a5c6dddc13e653947dc6760f471","width":"229","height":"220"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915396960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915378145,"gmtCreate":1664973588688,"gmtModify":1676537537508,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915378145","repostId":"668523996","repostType":1,"repost":{"id":668523996,"gmtCreate":1664958871220,"gmtModify":1676537536003,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"亞馬遜零售業務凍結招聘，應對業績放緩","htmlText":"美股研究社獲悉，據36氪報道，亞馬遜零售業務已經凍結招聘，再次表明這家全球頭號電商企業正在通過調整勞動力總數來適應電商銷售額增速放緩。知情人士表示，亞馬遜零售業務的招聘將一直凍結到年底。此次凍結適用於亞馬遜全球商店部門的企業職位，不會影響到倉儲物流部門。<a 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來源：美股研究社","images":[{"img":"https://static.tigerbbs.com/419d36c8e73b265c8787bfe5e5da3720","width":"632","height":"377"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668523996","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915378314,"gmtCreate":1664973534639,"gmtModify":1676537537508,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915378314","repostId":"668523232","repostType":1,"repost":{"id":668523232,"gmtCreate":1664959437333,"gmtModify":1676537536082,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667586584720","idStr":"3527667586584720"},"themes":[],"title":"市場綜述 | 港股暴漲！特區政府推進重大利好政策","htmlText":"港股10月5日（週三）香港恆生指數收盤上漲1008.46點，漲幅5.9%，報18087.97點；香港恆生科技指數收盤上漲258.38點，漲幅7.54%，報3685.51點；國企指數收盤上漲367.79點，漲幅6.28%，報6224.61點；紅籌指數收盤上漲110.6點，漲幅3.29%，報3476.38點。消息面，10月3日，傳出香港正積極推進在「港股通」內增設人民幣股票交易櫃檯的消息，頗受市場關注。香港財經事務及庫務局局長許正宇，在出席立法會財經事務委員會會議時透露，正擬備法例修訂，豁免市場莊家進行特定交易原本須繳納的股票買賣印花稅，目標年內向立法會提交條例草案，獲得立法會通過後，港交所將就雙幣股票市場莊家機制行政規則諮詢市場意見，期望在明年上半年推出。此消息傳出之後，港交所表示，歡迎財經事務及庫務局局長有關豁免市場莊家就雙幣股票進行特定交易涉及的股票買賣印花稅的立法建議，預期措施將有助於提升港交所準備推出的雙幣櫃檯莊家計劃的吸引力，支持香港雙幣計價股票的發展。鼓勵香港上市企業增設人民幣櫃檯，以及在港股通交易中研究引入人民幣櫃檯，將促進香港作爲離岸人民幣樞紐的持續發展，提升市場流動性和活力，增加香港市場的廣度和國際吸引力。知名科網股股多數高收，京東集團-SW收漲超10%，阿里巴巴-SW、網易-S漲超8%，嗶哩嗶哩-SW漲超7%，騰訊控股漲超5%。騰訊概念股上漲，知乎-W大漲17.53%，微盟集團漲8.54%，名創優品漲11.32%。體育用品股上漲，<a href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a>漲10.41%，安踏體育漲10.46%。摩根士丹利發表報告指，北京馬拉松將於11月6日復辦，是今年2月冬奧後北京最大型的公衆活動之一。摩根士丹利繼續認爲安踏和李寧的風險/回報有利，相信短期下行空間或有限，若疫情政策有變化的訊號出","listText":"港股10月5日（週三）香港恆生指數收盤上漲1008.46點，漲幅5.9%，報18087.97點；香港恆生科技指數收盤上漲258.38點，漲幅7.54%，報3685.51點；國企指數收盤上漲367.79點，漲幅6.28%，報6224.61點；紅籌指數收盤上漲110.6點，漲幅3.29%，報3476.38點。消息面，10月3日，傳出香港正積極推進在「港股通」內增設人民幣股票交易櫃檯的消息，頗受市場關注。香港財經事務及庫務局局長許正宇，在出席立法會財經事務委員會會議時透露，正擬備法例修訂，豁免市場莊家進行特定交易原本須繳納的股票買賣印花稅，目標年內向立法會提交條例草案，獲得立法會通過後，港交所將就雙幣股票市場莊家機制行政規則諮詢市場意見，期望在明年上半年推出。此消息傳出之後，港交所表示，歡迎財經事務及庫務局局長有關豁免市場莊家就雙幣股票進行特定交易涉及的股票買賣印花稅的立法建議，預期措施將有助於提升港交所準備推出的雙幣櫃檯莊家計劃的吸引力，支持香港雙幣計價股票的發展。鼓勵香港上市企業增設人民幣櫃檯，以及在港股通交易中研究引入人民幣櫃檯，將促進香港作爲離岸人民幣樞紐的持續發展，提升市場流動性和活力，增加香港市場的廣度和國際吸引力。知名科網股股多數高收，京東集團-SW收漲超10%，阿里巴巴-SW、網易-S漲超8%，嗶哩嗶哩-SW漲超7%，騰訊控股漲超5%。騰訊概念股上漲，知乎-W大漲17.53%，微盟集團漲8.54%，名創優品漲11.32%。體育用品股上漲，<a href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a>漲10.41%，安踏體育漲10.46%。摩根士丹利發表報告指，北京馬拉松將於11月6日復辦，是今年2月冬奧後北京最大型的公衆活動之一。摩根士丹利繼續認爲安踏和李寧的風險/回報有利，相信短期下行空間或有限，若疫情政策有變化的訊號出","text":"港股10月5日（週三）香港恆生指數收盤上漲1008.46點，漲幅5.9%，報18087.97點；香港恆生科技指數收盤上漲258.38點，漲幅7.54%，報3685.51點；國企指數收盤上漲367.79點，漲幅6.28%，報6224.61點；紅籌指數收盤上漲110.6點，漲幅3.29%，報3476.38點。消息面，10月3日，傳出香港正積極推進在「港股通」內增設人民幣股票交易櫃檯的消息，頗受市場關注。香港財經事務及庫務局局長許正宇，在出席立法會財經事務委員會會議時透露，正擬備法例修訂，豁免市場莊家進行特定交易原本須繳納的股票買賣印花稅，目標年內向立法會提交條例草案，獲得立法會通過後，港交所將就雙幣股票市場莊家機制行政規則諮詢市場意見，期望在明年上半年推出。此消息傳出之後，港交所表示，歡迎財經事務及庫務局局長有關豁免市場莊家就雙幣股票進行特定交易涉及的股票買賣印花稅的立法建議，預期措施將有助於提升港交所準備推出的雙幣櫃檯莊家計劃的吸引力，支持香港雙幣計價股票的發展。鼓勵香港上市企業增設人民幣櫃檯，以及在港股通交易中研究引入人民幣櫃檯，將促進香港作爲離岸人民幣樞紐的持續發展，提升市場流動性和活力，增加香港市場的廣度和國際吸引力。知名科網股股多數高收，京東集團-SW收漲超10%，阿里巴巴-SW、網易-S漲超8%，嗶哩嗶哩-SW漲超7%，騰訊控股漲超5%。騰訊概念股上漲，知乎-W大漲17.53%，微盟集團漲8.54%，名創優品漲11.32%。體育用品股上漲，$李寧(02331)$漲10.41%，安踏體育漲10.46%。摩根士丹利發表報告指，北京馬拉松將於11月6日復辦，是今年2月冬奧後北京最大型的公衆活動之一。摩根士丹利繼續認爲安踏和李寧的風險/回報有利，相信短期下行空間或有限，若疫情政策有變化的訊號出","images":[{"img":"https://static.tigerbbs.com/55a871e336fb5775ebcdf14ab9147ab5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/035236af1bce4f3d87685a5081f33564","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c07dec5d1469f7fda0645aedd000db4d","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/668523232","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915378046,"gmtCreate":1664973476786,"gmtModify":1676537537500,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915378046","repostId":"668521316","repostType":1,"repost":{"id":668521316,"gmtCreate":1664960525841,"gmtModify":1676537536220,"author":{"id":"3498862311246415","authorId":"3498862311246415","name":"财经故事荟","avatar":"https://static.tigerbbs.com/fcb387baf2d7088a5dcd53c9b61b07d6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498862311246415","idStr":"3498862311246415"},"themes":[],"title":"7年舉辦14季馬拉鬆，搜狐爲何愛“跑步”？","htmlText":"採寫／王紅霞編輯／陳紀英最近，屢上熱搜的《張朝陽的物理課》，開到了馬拉松跑道。這一次講的是跑步的物理原理。張朝陽在小黑板上寫滿了各種和“重力”、“角速度”、“剛體轉動定律”相關的物理公式，最終推導出“小步高頻”的省力技巧。而臺下聽課的“學生”們，也與以往不同，都是各界明星名人，劉畊宏、袁姍姍、于丹、黃徵等大咖皆在其中。這是第14季“搜狐新聞馬拉松”的跑前啓動儀式，作爲搜狐經營了7年的經典活動IP，“搜狐新聞馬拉松”始終秉承着明星名人領跑和尋找天下最美路線這兩大傳統，此次路線便選在了風光絕美且煙火氣十足的北京京郊密雲，全程21km。不同於其他競賽意義上的馬拉松，“搜狐新聞馬拉松”追求的並非成績，而是借其媒體影響力，向大衆傳遞馬拉松精神——挑戰自我和自律健康的人生態度。而這也恰恰是張朝陽與搜狐所堅守的長期主義價值觀的內核所在。明星名人領跑，帶動全民健身中國每年的馬拉松賽事很多，尤其在疫情前，中國田徑協會發布的《2019中國馬拉松大數據分析報告》顯示，2019年中國共舉辦1828場馬拉松賽事。但在衆賽事中，像“搜狐新聞馬拉松”這般衆星雲集的幾乎沒有。自2015年，第一季“搜狐新聞馬拉松”在北京奧林匹克森林公園啓動開始，明星名人領跑便成了搜狐慣例。除了明星藝人蔘與外，還有王石、潘石屹等企業領袖，黃健翔、王麗萍、吳敏等體育名人蔘加，2020年時還特別邀請過張文宏、張定宇等抗疫英雄領跑。今年的陣容依然強大，掀起全民健身熱潮的劉畊宏將熱身“毽子操”帶到了活動現場；分別跑過10季和12季的演員黃徵、張寧江繼續奔跑；還有首次參加的著名文化學者于丹、去年剛參加過“搜狐新聞雪山行”，併成功登頂青海崗什卡雪峯的歌手李慧珍、“馬甲線女王”袁姍姍、演員關凌，以及剛收官的搜狐視頻熱播自制劇《聞香榭》劇組演員王瑄、徐濱、張冠森、衛然、袁梓銘和搜狐簽約藝人餘玥、孫嘉琪等明星。（第十四季“搜狐新聞馬拉松”在京","listText":"採寫／王紅霞編輯／陳紀英最近，屢上熱搜的《張朝陽的物理課》，開到了馬拉松跑道。這一次講的是跑步的物理原理。張朝陽在小黑板上寫滿了各種和“重力”、“角速度”、“剛體轉動定律”相關的物理公式，最終推導出“小步高頻”的省力技巧。而臺下聽課的“學生”們，也與以往不同，都是各界明星名人，劉畊宏、袁姍姍、于丹、黃徵等大咖皆在其中。這是第14季“搜狐新聞馬拉松”的跑前啓動儀式，作爲搜狐經營了7年的經典活動IP，“搜狐新聞馬拉松”始終秉承着明星名人領跑和尋找天下最美路線這兩大傳統，此次路線便選在了風光絕美且煙火氣十足的北京京郊密雲，全程21km。不同於其他競賽意義上的馬拉松，“搜狐新聞馬拉松”追求的並非成績，而是借其媒體影響力，向大衆傳遞馬拉松精神——挑戰自我和自律健康的人生態度。而這也恰恰是張朝陽與搜狐所堅守的長期主義價值觀的內核所在。明星名人領跑，帶動全民健身中國每年的馬拉松賽事很多，尤其在疫情前，中國田徑協會發布的《2019中國馬拉松大數據分析報告》顯示，2019年中國共舉辦1828場馬拉松賽事。但在衆賽事中，像“搜狐新聞馬拉松”這般衆星雲集的幾乎沒有。自2015年，第一季“搜狐新聞馬拉松”在北京奧林匹克森林公園啓動開始，明星名人領跑便成了搜狐慣例。除了明星藝人蔘與外，還有王石、潘石屹等企業領袖，黃健翔、王麗萍、吳敏等體育名人蔘加，2020年時還特別邀請過張文宏、張定宇等抗疫英雄領跑。今年的陣容依然強大，掀起全民健身熱潮的劉畊宏將熱身“毽子操”帶到了活動現場；分別跑過10季和12季的演員黃徵、張寧江繼續奔跑；還有首次參加的著名文化學者于丹、去年剛參加過“搜狐新聞雪山行”，併成功登頂青海崗什卡雪峯的歌手李慧珍、“馬甲線女王”袁姍姍、演員關凌，以及剛收官的搜狐視頻熱播自制劇《聞香榭》劇組演員王瑄、徐濱、張冠森、衛然、袁梓銘和搜狐簽約藝人餘玥、孫嘉琪等明星。（第十四季“搜狐新聞馬拉松”在京","text":"採寫／王紅霞編輯／陳紀英最近，屢上熱搜的《張朝陽的物理課》，開到了馬拉松跑道。這一次講的是跑步的物理原理。張朝陽在小黑板上寫滿了各種和“重力”、“角速度”、“剛體轉動定律”相關的物理公式，最終推導出“小步高頻”的省力技巧。而臺下聽課的“學生”們，也與以往不同，都是各界明星名人，劉畊宏、袁姍姍、于丹、黃徵等大咖皆在其中。這是第14季“搜狐新聞馬拉松”的跑前啓動儀式，作爲搜狐經營了7年的經典活動IP，“搜狐新聞馬拉松”始終秉承着明星名人領跑和尋找天下最美路線這兩大傳統，此次路線便選在了風光絕美且煙火氣十足的北京京郊密雲，全程21km。不同於其他競賽意義上的馬拉松，“搜狐新聞馬拉松”追求的並非成績，而是借其媒體影響力，向大衆傳遞馬拉松精神——挑戰自我和自律健康的人生態度。而這也恰恰是張朝陽與搜狐所堅守的長期主義價值觀的內核所在。明星名人領跑，帶動全民健身中國每年的馬拉松賽事很多，尤其在疫情前，中國田徑協會發布的《2019中國馬拉松大數據分析報告》顯示，2019年中國共舉辦1828場馬拉松賽事。但在衆賽事中，像“搜狐新聞馬拉松”這般衆星雲集的幾乎沒有。自2015年，第一季“搜狐新聞馬拉松”在北京奧林匹克森林公園啓動開始，明星名人領跑便成了搜狐慣例。除了明星藝人蔘與外，還有王石、潘石屹等企業領袖，黃健翔、王麗萍、吳敏等體育名人蔘加，2020年時還特別邀請過張文宏、張定宇等抗疫英雄領跑。今年的陣容依然強大，掀起全民健身熱潮的劉畊宏將熱身“毽子操”帶到了活動現場；分別跑過10季和12季的演員黃徵、張寧江繼續奔跑；還有首次參加的著名文化學者于丹、去年剛參加過“搜狐新聞雪山行”，併成功登頂青海崗什卡雪峯的歌手李慧珍、“馬甲線女王”袁姍姍、演員關凌，以及剛收官的搜狐視頻熱播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long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935383620","repostId":"2267378110","repostType":4,"repost":{"id":"2267378110","kind":"highlight","pubTimestamp":1663024438,"share":"https://ttm.financial/m/news/2267378110?lang=&edition=fundamental","pubTime":"2022-09-13 07:13","market":"us","language":"en","title":"Apple Rallies Most Since May on Strong iPhone Pre-Order Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2267378110","media":"Bloomberg","summary":"(Bloomberg) -- Apple Inc. shares rallied the most since May as pre-order data showed the iPhone 14 P","content":"<html><head></head><body><p>(Bloomberg) -- Apple Inc. shares rallied the most since May as pre-order data showed the iPhone 14 Pro Max was the best selling model, surpassing what the older version did in a similar timeframe.</p><p>Shares of the tech giant rose 3.9%, their biggest one-day gain since May 27, and the stock closed above its 200-day moving average for the first time since August. Analysts from JPMorgan to Barclays wrote that the data point to strong demand for the latest mobile phone series, which was unveiled at its product launch event last week.</p><p>“Pre-order data shows that the iPhone 14 Pro Max is the best-selling model, and that it is doing better than the iPhone 13 Pro Max did at this point,” KGI Securities analyst Christine Wang wrote in a report. The pricing of the iPhone 14 series is positive for its future sales, she added.</p><p><img src=\"https://static.tigerbbs.com/95ccf8fa02b28502b968af72143826d8\" tg-width=\"698\" tg-height=\"392\" width=\"100%\" height=\"auto\"/></p><p>At its biggest product launch of the year, Apple introduced the iPhone 14, fresh AirPods Pro earbuds and new Apple Watch models. The iPhone retains the general look of the older version while getting camera enhancements and a long-anticipated satellite-messaging feature. The bulk of the iPhone upgrades are coming to the higher-end Pro line. Those devices will get a 48-megapixel camera and a screen that’s capable of always staying on in a low-power mode, similar to recent versions of the Apple Watch.</p><p>Apple is the top performing megacap technology stock this year, because investors have faith in its ability to tap into its more than 1 billion customers to earn more on its services including apps, video, fitness and gaming subscriptions. The next catalyst for the stock will be earnings for the September quarter, which is expected in late October.</p><p>Its shares are about 8% lower this year compared with the Nasdaq 100 Index, which has slumped about 22%. About 96% of the 50 analysts covering the stock recommend either buying Apple shares or holding on to their positions, while only two suggest selling, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Rallies Most Since May on Strong iPhone Pre-Order Data</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 Rallies Most Since May on Strong iPhone Pre-Order Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-12/apple-rallies-most-since-may-on-strong-iphone-pre-order-data?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apple Inc. shares rallied the most since May as pre-order data showed the iPhone 14 Pro Max was the best selling model, surpassing what the older version did in a similar timeframe....</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-12/apple-rallies-most-since-may-on-strong-iphone-pre-order-data?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-09-12/apple-rallies-most-since-may-on-strong-iphone-pre-order-data?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267378110","content_text":"(Bloomberg) -- Apple Inc. shares rallied the most since May as pre-order data showed the iPhone 14 Pro Max was the best selling model, surpassing what the older version did in a similar timeframe.Shares of the tech giant rose 3.9%, their biggest one-day gain since May 27, and the stock closed above its 200-day moving average for the first time since August. Analysts from JPMorgan to Barclays wrote that the data point to strong demand for the latest mobile phone series, which was unveiled at its product launch event last week.“Pre-order data shows that the iPhone 14 Pro Max is the best-selling model, and that it is doing better than the iPhone 13 Pro Max did at this point,” KGI Securities analyst Christine Wang wrote in a report. The pricing of the iPhone 14 series is positive for its future sales, she added.At its biggest product launch of the year, Apple introduced the iPhone 14, fresh AirPods Pro earbuds and new Apple Watch models. The iPhone retains the general look of the older version while getting camera enhancements and a long-anticipated satellite-messaging feature. The bulk of the iPhone upgrades are coming to the higher-end Pro line. Those devices will get a 48-megapixel camera and a screen that’s capable of always staying on in a low-power mode, similar to recent versions of the Apple Watch.Apple is the top performing megacap technology stock this year, because investors have faith in its ability to tap into its more than 1 billion customers to earn more on its services including apps, video, fitness and gaming subscriptions. The next catalyst for the stock will be earnings for the September quarter, which is expected in late October.Its shares are about 8% lower this year compared with the Nasdaq 100 Index, which has slumped about 22%. About 96% of the 50 analysts covering the stock recommend either buying Apple shares or holding on to their positions, while only two suggest selling, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932297686,"gmtCreate":1662943685846,"gmtModify":1676537167623,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932297686","repostId":"1113574183","repostType":4,"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936163117,"gmtCreate":1662729128540,"gmtModify":1676537128366,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936163117","repostId":"1104748180","repostType":4,"repost":{"id":"1104748180","kind":"news","pubTimestamp":1662716403,"share":"https://ttm.financial/m/news/1104748180?lang=&edition=fundamental","pubTime":"2022-09-09 17:40","market":"us","language":"en","title":"Amazon: Time To Be Greedy","url":"https://stock-news.laohu8.com/highlight/detail?id=1104748180","media":"Seeking Alpha","summary":"SummaryAlthough Amazon AWS' revenue growth momentum decelerated in the last quarter, it's not a matt","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Although Amazon AWS&#39; revenue growth momentum decelerated in the last quarter, it&#39;s not a matter of concern just yet.</li><li>The cloud platform is actually outperforming its rivals in several parameters.</li><li>Expect AWS to become the leading revenue driver in the coming quarters.</li></ul><p>Amazon&#39;s (NASDAQ:AMZN) AWS has been driving the company&#39;s overall growth for many quarters now. But this time around, in Q2, the segment&#39;s revenue growth decelerated sequentially and bears have now begun speculating if its stellar run iscoming to an end. But that&#39;s not necessarily the case here. In this article, I&#39;ll highlight industry comparables to explain why AWS&#39; results were nothing short of spectacular in Q2 and its growth momentum remains intact.</p><p><b>The Resilient Results</b></p><p>Let me start by giving credit where it&#39;s due. The platform and infrastructure cloud services industries have cutthroat competition and companies are always on the lookout to roll out new offerings as soon as new pockets of growth emerge. But in spite of this fierce competition, Amazon&#39;s AWS has managed to grow revenue consistently in all of the past 33 quarters. I believe this is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/22ba0156d4c473b34c1665948881d0c9\" tg-width=\"640\" tg-height=\"560\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Now, Amazon AWS&#39; pace of revenue growth did decline over the years, but that&#39;s only natural since the business has grown manifold. But what&#39;s concerning investors more is the fact that AWS&#39; pace of growth has declined by 5,600 bps in the last 4 quarters alone. Investors are now wondering if this is the beginning of a prolonged slowdown and if so, then how much lower can its growth rates drop. While that&#39;s a valid concern, there are two reasons why investors shouldn&#39;t be worried just yet.</p><p>First, the chart below highlights that Amazon AWS&#39; pace of growth is still higher than its 2019 and 2020 levels. This means the segment&#39;s performance is still very good on a standalone basis.</p><p><img src=\"https://static.tigerbbs.com/873fffd2e011d41027083cccfa4002f8\" tg-width=\"640\" tg-height=\"404\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>Secondly, note how growth momentum for other cloud platforms has significantly decelerated over the past 4 quarters. For instance, Microsoft (MSFT) Azure&#39;s and Google Cloud&#39;s (GOOGL) pace of revenue growth has declined by 8,000 bps and 9,300 bps over the last 4 quarters, respectively. In comparison, Amazon AWS&#39; pace of revenue growth has dropped by 5600 bps, meaning its performance has remained relatively resilient over the period.</p><p>The industry-wide growth moderation suggests that there were spending cuts on cloud services of late due to challenging macroeconomic conditions. But the fact that Amazon&#39;s AWS was impacted the least in its peer group, leads me to believe that its services are deemed relatively more essential amongst enterprises. The same cannot be said for Microsoft Azure, Alibaba Cloud (BABA) and Google Cloud, though, as their growth deceleration was more prominent.</p><p>For the uninitiated, Amazon&#39;s AWS is dominating the cloud infrastructure and platform industry globally. While others are catching up, there&#39;s still a long way to go before they start to rival Amazon&#39;s formidable position in the space. Also, for the record, AWS accounted for nearly 16% of Amazon&#39;s total revenue last quarter. This means the segment has a sizable contribution to the company&#39;s top line and any fluctuations there is bound to affect Amazon&#39;s financials.</p><p><img src=\"https://static.tigerbbs.com/2582a7864b62debe2e381841043002c0\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>So, we&#39;ve established that Amazon AWS results were solid in Q2. But the question that now arises is - what lies ahead for the segment?</p><p><b>What Lies Ahead</b></p><p>For starters, Amazon&#39;s management is optimistic about the growth of AWS and they&#39;re ramping spending for the same. Although they didn&#39;t reveal exact figures or issue a segment-specific guidance, they did note on theQ2 earnings callthat they&#39;re ramping capital investments for AWS. The added capacity, new offerings and geographical expansion suggests that Amazon&#39;s AWS is likely to continue growing at its rapid rate in the foreseeable future as well.</p><blockquote>AWS continues to grow at a fast pace, and we believe we are still in the early stages of enterprise and public sector adoption of the cloud… For full-year 2022, we do expect to spend slightly more on capital investments than last year, but the proportion of capital spending shifts among our businesses. We expect technology infrastructure spend to grow year-over-year, primarily to support the rapid growth in innovation we are seeing with AWS.</blockquote><p>Secondly, Amazon&#39;s AWS remains favorably positioned (top-right corner) in Gartner&#39;squadrantfor cloud infrastructure services. Other prominent cloud vendors, like Microsoft Azure, Google Cloud, Oracle (ORCL), have been operating in the space for more than 5 years now but they don&#39;t even come close to AWS in terms of value proposition, per the quadrant. This, again, suggests that Amazon AWS&#39; user adoption will continue rising and its revenue growth momentum will remain elevated in the quarters ahead, at least until the competitive landscape doesn&#39;t change materially.</p><p><img src=\"https://static.tigerbbs.com/15b6da24b15f3dc597c54c975a86e477\" tg-width=\"1280\" tg-height=\"1336\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gartner</p><p>Lastly, a survey conducted by Flexera revealed that 76% of their respondents were using Amazon&#39;s AWS. This is a gigantic proportion of users relying on Amazon for their cloud infrastructure needs. It&#39;s a clear indication that rival cloud platforms just aren&#39;t able to dent Amazon AWS&#39; growth momentum or nab users away from its ecosystem. So, I expect the e-commerce giant&#39;s foray into the cloud vertical to continue growing rapidly in the coming years as well.</p><p><img src=\"https://static.tigerbbs.com/3a29828e4316057e68e2dbc37e6aba73\" tg-width=\"596\" tg-height=\"385\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Flexera</p><p><b>Final Thoughts</b></p><p>Although other cloud vendors are reeling with a sales slump, Amazon&#39;s AWS continues to thrive. It isn&#39;t a matter of luck or by fluke, but rather because of aggressive capital expenditure planning, relentless execution, hardware upgrades, capacity expansions and smart integrations with new and upcoming cloud infrastructure software.</p><p><img src=\"https://static.tigerbbs.com/0b0c84c81649b80034bd2bfd614ec440\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>So, I expect Amazon&#39;s AWS to continue growing at its rapid rate and drive the company&#39;s overall growth in the foreseeable future. As far as valuations are concerned, Amazon&#39;s shares are trading at just 2.7-times its trailing twelve-month sales. This is quite low when compared to some of the other rapidly growing cloud vendors and it makes Amazon an attractive buy at current levels. Therefore, investors with a multi-year time horizon may want to accumulate shares of the e-commerce giant on potential price corrections.</p><p>Good Luck!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: Time To Be Greedy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: Time To Be Greedy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539753-amazon-time-to-be-greedy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlthough Amazon AWS' revenue growth momentum decelerated in the last quarter, it's not a matter of concern just yet.The cloud platform is actually outperforming its rivals in several parameters...</p>\n\n<a href=\"https://seekingalpha.com/article/4539753-amazon-time-to-be-greedy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4539753-amazon-time-to-be-greedy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104748180","content_text":"SummaryAlthough Amazon AWS' revenue growth momentum decelerated in the last quarter, it's not a matter of concern just yet.The cloud platform is actually outperforming its rivals in several parameters.Expect AWS to become the leading revenue driver in the coming quarters.Amazon's (NASDAQ:AMZN) AWS has been driving the company's overall growth for many quarters now. But this time around, in Q2, the segment's revenue growth decelerated sequentially and bears have now begun speculating if its stellar run iscoming to an end. But that's not necessarily the case here. In this article, I'll highlight industry comparables to explain why AWS' results were nothing short of spectacular in Q2 and its growth momentum remains intact.The Resilient ResultsLet me start by giving credit where it's due. The platform and infrastructure cloud services industries have cutthroat competition and companies are always on the lookout to roll out new offerings as soon as new pockets of growth emerge. But in spite of this fierce competition, Amazon's AWS has managed to grow revenue consistently in all of the past 33 quarters. I believe this is a commendable feat and an enviable position to be in.BusinessQuant.comNow, Amazon AWS' pace of revenue growth did decline over the years, but that's only natural since the business has grown manifold. But what's concerning investors more is the fact that AWS' pace of growth has declined by 5,600 bps in the last 4 quarters alone. Investors are now wondering if this is the beginning of a prolonged slowdown and if so, then how much lower can its growth rates drop. While that's a valid concern, there are two reasons why investors shouldn't be worried just yet.First, the chart below highlights that Amazon AWS' pace of growth is still higher than its 2019 and 2020 levels. This means the segment's performance is still very good on a standalone basis.BusinessQuant.comSecondly, note how growth momentum for other cloud platforms has significantly decelerated over the past 4 quarters. For instance, Microsoft (MSFT) Azure's and Google Cloud's (GOOGL) pace of revenue growth has declined by 8,000 bps and 9,300 bps over the last 4 quarters, respectively. In comparison, Amazon AWS' pace of revenue growth has dropped by 5600 bps, meaning its performance has remained relatively resilient over the period.The industry-wide growth moderation suggests that there were spending cuts on cloud services of late due to challenging macroeconomic conditions. But the fact that Amazon's AWS was impacted the least in its peer group, leads me to believe that its services are deemed relatively more essential amongst enterprises. The same cannot be said for Microsoft Azure, Alibaba Cloud (BABA) and Google Cloud, though, as their growth deceleration was more prominent.For the uninitiated, Amazon's AWS is dominating the cloud infrastructure and platform industry globally. While others are catching up, there's still a long way to go before they start to rival Amazon's formidable position in the space. Also, for the record, AWS accounted for nearly 16% of Amazon's total revenue last quarter. This means the segment has a sizable contribution to the company's top line and any fluctuations there is bound to affect Amazon's financials.BusinessQuant.comSo, we've established that Amazon AWS results were solid in Q2. But the question that now arises is - what lies ahead for the segment?What Lies AheadFor starters, Amazon's management is optimistic about the growth of AWS and they're ramping spending for the same. Although they didn't reveal exact figures or issue a segment-specific guidance, they did note on theQ2 earnings callthat they're ramping capital investments for AWS. The added capacity, new offerings and geographical expansion suggests that Amazon's AWS is likely to continue growing at its rapid rate in the foreseeable future as well.AWS continues to grow at a fast pace, and we believe we are still in the early stages of enterprise and public sector adoption of the cloud… For full-year 2022, we do expect to spend slightly more on capital investments than last year, but the proportion of capital spending shifts among our businesses. We expect technology infrastructure spend to grow year-over-year, primarily to support the rapid growth in innovation we are seeing with AWS.Secondly, Amazon's AWS remains favorably positioned (top-right corner) in Gartner'squadrantfor cloud infrastructure services. Other prominent cloud vendors, like Microsoft Azure, Google Cloud, Oracle (ORCL), have been operating in the space for more than 5 years now but they don't even come close to AWS in terms of value proposition, per the quadrant. This, again, suggests that Amazon AWS' user adoption will continue rising and its revenue growth momentum will remain elevated in the quarters ahead, at least until the competitive landscape doesn't change materially.GartnerLastly, a survey conducted by Flexera revealed that 76% of their respondents were using Amazon's AWS. This is a gigantic proportion of users relying on Amazon for their cloud infrastructure needs. It's a clear indication that rival cloud platforms just aren't able to dent Amazon AWS' growth momentum or nab users away from its ecosystem. So, I expect the e-commerce giant's foray into the cloud vertical to continue growing rapidly in the coming years as well.FlexeraFinal ThoughtsAlthough other cloud vendors are reeling with a sales slump, Amazon's AWS continues to thrive. It isn't a matter of luck or by fluke, but rather because of aggressive capital expenditure planning, relentless execution, hardware upgrades, capacity expansions and smart integrations with new and upcoming cloud infrastructure software.BusinessQuant.comSo, I expect Amazon's AWS to continue growing at its rapid rate and drive the company's overall growth in the foreseeable future. As far as valuations are concerned, Amazon's shares are trading at just 2.7-times its trailing twelve-month sales. This is quite low when compared to some of the other rapidly growing cloud vendors and it makes Amazon an attractive buy at current levels. Therefore, investors with a multi-year time horizon may want to accumulate shares of the e-commerce giant on potential price corrections.Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938805695,"gmtCreate":1662592792617,"gmtModify":1676537093610,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938805695","repostId":"1154466482","repostType":4,"repost":{"id":"1154466482","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662576114,"share":"https://ttm.financial/m/news/1154466482?lang=&edition=fundamental","pubTime":"2022-09-08 02:41","market":"us","language":"en","title":"Apple Rose Slightly After Finishing Its Big Fall iPhone Event Where It Announced New iPhones, AirPods and Apple Watches","url":"https://stock-news.laohu8.com/highlight/detail?id=1154466482","media":"Tiger Newspress","summary":"Apple rose slightly after finishing its big fall iPhone event where it announced new iPhones, AirPod","content":"<html><head></head><body><p>Apple rose slightly after finishing its big fall iPhone event where it announced new iPhones, AirPods and Apple Watches.<img src=\"https://static.tigerbbs.com/62cbb2565eec6299f301799c3d0ab0cc\" tg-width=\"670\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p><p>Here’s what it announced:</p><ul><li>iPhone 14 and iPhone 14 Plus</li><li>iPhone 14 Pro and iPhone 14 Pro Max</li><li>Satellite emergency service for iPhones</li><li>Apple Watch Ultra</li><li>New AirPods Pro</li><li>Apple Watch Series 8</li><li>The new Apple Watch SE</li></ul><p>The new iPhones will be available to order on Friday, and Apple didn’t increase the prices as some analysts had expected. The new Apple Watches will be available to order on Wednesday and the new AirPods Pro launch on Sept. 23.</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>Apple Rose Slightly After Finishing Its Big Fall iPhone Event Where It Announced New iPhones, AirPods and Apple Watches</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 Rose Slightly After Finishing Its Big Fall iPhone Event Where It Announced New iPhones, AirPods and Apple Watches\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-08 02:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple rose slightly after finishing its big fall iPhone event where it announced new iPhones, AirPods and Apple Watches.<img src=\"https://static.tigerbbs.com/62cbb2565eec6299f301799c3d0ab0cc\" tg-width=\"670\" tg-height=\"520\" width=\"100%\" height=\"auto\"/></p><p>Here’s what it announced:</p><ul><li>iPhone 14 and iPhone 14 Plus</li><li>iPhone 14 Pro and iPhone 14 Pro Max</li><li>Satellite emergency service for iPhones</li><li>Apple Watch Ultra</li><li>New AirPods Pro</li><li>Apple Watch Series 8</li><li>The new Apple Watch SE</li></ul><p>The new iPhones will be available to order on Friday, and Apple didn’t increase the prices as some analysts had expected. The new Apple Watches will be available to order on Wednesday and the new AirPods Pro launch on Sept. 23.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154466482","content_text":"Apple rose slightly after finishing its big fall iPhone event where it announced new iPhones, AirPods and Apple Watches.Here’s what it announced:iPhone 14 and iPhone 14 PlusiPhone 14 Pro and iPhone 14 Pro MaxSatellite emergency service for iPhonesApple Watch UltraNew AirPods ProApple Watch Series 8The new Apple Watch SEThe new iPhones will be available to order on Friday, and Apple didn’t increase the prices as some analysts had expected. The new Apple Watches will be available to order on Wednesday and the new AirPods Pro launch on Sept. 23.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931622056,"gmtCreate":1662453166075,"gmtModify":1676537063362,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931622056","repostId":"2265570161","repostType":4,"repost":{"id":"2265570161","kind":"news","pubTimestamp":1662436181,"share":"https://ttm.financial/m/news/2265570161?lang=&edition=fundamental","pubTime":"2022-09-06 11:49","market":"us","language":"en","title":"Will Warren Buffett Buy More Apple Stock in Q3?","url":"https://stock-news.laohu8.com/highlight/detail?id=2265570161","media":"TheStreet","summary":"History provides a clue as to whether Warren Buffett may buy or sell Apple stock in Q3. Here are the details.","content":"<html><head></head><body><p>Perhaps the best-known value investor of our time, Warren Buffett is an <b>Apple</b> stock bull. His firm, <b>Berkshire Hathaway</b>, owned a staggering 895 million shares of the Cupertino company as of the end of Q2, which were then valued at around $122 billion.</p><p>Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ee72f5897d2d4154bfab1375823b489\" tg-width=\"740\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Figure 1: Will Warren Buffett Buy More Apple Stock in Q3?</span></p><p><b>Berkshire’s concentrated portfolio</b></p><p>Berkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now.</p><p>However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below.</p><p>For reference, Berkshire Hathaway’s top 5 stocks ex-AAPL are, in descending order of allocation size: <b>Bank of America</b> (<b>BAC</b>) at 11%, <b>Coca-Cola</b> (<b>KO</b>) and <b>Chevron</b> (<b>CVX</b>) at 8% each, and <b>American Express</b> (<b>AXP</b>) at 7%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1cb81c1d511c33ef1712f3bb943b698\" tg-width=\"751\" tg-height=\"445\" width=\"100%\" height=\"auto\"/><span>Figure 2: Berkshire&#39;s holdings: AAPL vs. others.</span></p><p><b>Berkshire’s AAPL position: buy low, sell high</b></p><p>There seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy.</p><p>The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. Notice how AAPL as a percentage of the firm’s portfolio has varied substantially from a low of 38% to a high of 48% ⁠— in part due to the fluctuations in the value of AAPL vs. that of the rest of the market.</p><p>But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf54fbed8161748af8913626da6e9470\" tg-width=\"855\" tg-height=\"494\" width=\"100%\" height=\"auto\"/><span>Figure 3: Berkshire&#39;s ownership of AAPL since 2Q&#39;20.</span></p><p>Berkshire sold a large portion of its stake in the Cupertino company between mid-2020 and the first quarter of 2021. This period coincided with a sharp increase in AAPL price, from $91 in June 2020 to about $130 at the start of April 2021.</p><p>Then, as Apple shares stalled out in the second half of last year, Berkshire held its position steady. Once AAPL and the rest of the market began to unwind in 2022, Buffett and company jumped in to “buy the fear”. After three quarters of no additional purchases, Berkshire started to accumulate again in Q1 and Q2 of the current year.</p><p>The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9a09a6d75302cc1ebc9483f448222fb\" tg-width=\"810\" tg-height=\"555\" width=\"100%\" height=\"auto\"/><span>Figure 4: Berkshire&#39;s change in AAPL position vs. change in AAPL price.</span></p><p><b>Buffett: unlikely to accumulate AAPL in Q3</b></p><p>If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.</p><p>In the graph above, the red triangle shows what I estimate to be the change in Berkshire’s AAPL position as of now: down about 20 million shares, assuming that the historical trend is a good predictor.</p><p>Even if I am right, however, this is not to say that Buffett is less of an AAPL bull today. It merely suggests that, following the buy-low-sell-high playbook, the Oracle of Omaha might choose to lock in some of his profits this time instead of expand its ownership of the company.</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>Will Warren Buffett Buy More Apple Stock in Q3?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Warren Buffett Buy More Apple Stock in Q3?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Perhaps the best-known value investor of our time, Warren Buffett is an Apple stock bull. His firm, Berkshire Hathaway, owned a staggering 895 million shares of the Cupertino company as of the end of ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.thestreet.com/apple/news/will-warren-buffett-buy-more-apple-stock-in-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265570161","content_text":"Perhaps the best-known value investor of our time, Warren Buffett is an Apple stock bull. His firm, Berkshire Hathaway, owned a staggering 895 million shares of the Cupertino company as of the end of Q2, which were then valued at around $122 billion.Looking at history may provide a clue into Warren Buffett and company’s future trades. Might Berkshire’s managers be willing to add to the firm’s AAPL position in Q3?Figure 1: Will Warren Buffett Buy More Apple Stock in Q3?Berkshire’s concentrated portfolioBerkshire allocates over 40% of its assets to Apple. Given such a large ratio, it is reasonable to think that the conglomerate might be reluctant to buy more AAPL shares now.However, the portfolio has been highly concentrated into few names for the past many quarters, suggesting that Berkshire might not be too concerned about diversification. As of Q2, the top 5 holdings accounted for a whopping three-fourths (or 74%) of the firm’s assets. See below.For reference, Berkshire Hathaway’s top 5 stocks ex-AAPL are, in descending order of allocation size: Bank of America (BAC) at 11%, Coca-Cola (KO) and Chevron (CVX) at 8% each, and American Express (AXP) at 7%.Figure 2: Berkshire's holdings: AAPL vs. others.Berkshire’s AAPL position: buy low, sell highThere seems to be one clear historical trend in how Berkshire adjusts its AAPL position. It helps to keep in mind that Warren Buffett is a classic value investor. Therefore, expect him to be a proponent of the “buy low, sell high” strategy.The chart below shows Berkshire’s stake in Apple stock each quarter since the June 2020 period. Notice how AAPL as a percentage of the firm’s portfolio has varied substantially from a low of 38% to a high of 48% ⁠— in part due to the fluctuations in the value of AAPL vs. that of the rest of the market.But now focus on the more important blue bars below, which display the total number of AAPL shares that Buffett’s company has held in the past eight quarters.Figure 3: Berkshire's ownership of AAPL since 2Q'20.Berkshire sold a large portion of its stake in the Cupertino company between mid-2020 and the first quarter of 2021. This period coincided with a sharp increase in AAPL price, from $91 in June 2020 to about $130 at the start of April 2021.Then, as Apple shares stalled out in the second half of last year, Berkshire held its position steady. Once AAPL and the rest of the market began to unwind in 2022, Buffett and company jumped in to “buy the fear”. After three quarters of no additional purchases, Berkshire started to accumulate again in Q1 and Q2 of the current year.The chart below is a scatter plot that shows the inverse relationship between (1) the change in AAPL share price from quarter to quarter and (2) the change in AAPL shares owned by Berkshire Hathaway. In other words: Berkshire has consistently bought AAPL low, sold high.Figure 4: Berkshire's change in AAPL position vs. change in AAPL price.Buffett: unlikely to accumulate AAPL in Q3If history repeats, then it is unlikely that Buffett’s firm will add to its AAPL position in Q3. This is the case because, between the end of Q2 and now, Apple stock has appreciated 14%.In the graph above, the red triangle shows what I estimate to be the change in Berkshire’s AAPL position as of now: down about 20 million shares, assuming that the historical trend is a good predictor.Even if I am right, however, this is not to say that Buffett is less of an AAPL bull today. It merely suggests that, following the buy-low-sell-high playbook, the Oracle of Omaha might choose to lock in some of his profits this time instead of expand its ownership of the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933919336,"gmtCreate":1662194755125,"gmtModify":1676537016866,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933919336","repostId":"1158060367","repostType":4,"repost":{"id":"1158060367","kind":"news","pubTimestamp":1662169695,"share":"https://ttm.financial/m/news/1158060367?lang=&edition=fundamental","pubTime":"2022-09-03 09:48","market":"us","language":"en","title":"Can the Tech Sector Bane be a Boon for Amazon, Microsoft?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158060367","media":"TipRanks","summary":"Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in respons","content":"<div>\n<p>Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in response may be presenting us with a great opportunity to go against the current. Amazon and Microsoft are ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Can the Tech Sector Bane be a Boon for Amazon, Microsoft?</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\">\nCan the Tech Sector Bane be a Boon for Amazon, Microsoft?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 09:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in response may be presenting us with a great opportunity to go against the current. Amazon and Microsoft are ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊"},"source_url":"https://www.tipranks.com/news/article/can-the-tech-sector-bane-be-a-boon-for-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158060367","content_text":"Story HighlightsThe Fed’s interest rate hikes and investors running away from tech stocks in response may be presenting us with a great opportunity to go against the current. Amazon and Microsoft are two stocks worth considering.This year has been difficult for most industries, but the technology sector has been hit especially hard. The U.S. technology sector has lost more than a quarter of its value so far this year, with major companies losing considerable valuation over the months. However, the fourth quarter can open up great “buy-the-dip” opportunities on some high-quality tech stocks, such as Microsoft (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN), keeping the longer-term view in mind.How the Technology Sector Looks PresentlyThe pandemic-led recession in 2020 had led to a rise in tech shopping among investors, and expectedly, the post-pandemic boom led to massive returns on investment through 2021. However, this year has been challenging. Elevated costs, shortages of key components and other supply-chain snags, loss of business due to geopolitical tensions, and the added woe of rising interest rates have crippled the technology sector.The tech sector is heavily dependent on constant expensive upgrades and innovations to stay relevant. The Fed’s crackdown on inflation has pushed interest rates up, making the tech sector take the double whammy of high borrowing costs and even higher input costs.Sadly, more pain is on the way, given that the Fed took any chance of turning dovish on its fight against inflation off the table. This means that interest rates are likely to keep rising at an aggressive rate until inflation is brought down to its knees.More rate hikes may lead to further valuation erosion in tech stocks in the last few months that are left in 2022, but that also comes with an opportunity to accumulate more shares of tech bigwigs.Stocks to Consider NowThe technology sector makes up between 9% and 10% of the total U.S. GDP. Microsoft constitutes roughly 7.7% of the U.S. economy by market cap, while Amazon constitutes about 5.1%, making them the undisputed leaders of the tech world.Given the resources, expertise, and manpower of these two stalwarts, it is safe to say that Microsoft and Amazon could be great portfolio additions and could lead to massive returns for investors who don’t suffer from recency bias.Amazon Stock Looks Historically CheapWith a current P/E ratio at around 111.9x, Amazon appears to be trading at an attractive discount, considering it is currently trading massively below its 10-year average of over 1,600x. Notably, the P/E of a profitable company tells us how investors value the stock based on the earnings per share generated by the company during a specified time period.Bernstein analyst Mark Shmulik agrees that Amazon is an excellent stock to buy right now. Analyzing the trends from Prime Day sales, the analyst believes that the company will regain e-commerce market share in the second half of 2022.Moreover, Amazon’s diverse SKU mix gives it an advantage over other e-commerce sites as economies reopen and consumers’ time for checking any site other than Amazon shrinks. On the operating performance front, Shmulik is impressed with Amazon’s steps to rectify its poor decisions and expects continued operating margin improvement to be a key growth factor in 2H 2022.Moreover, Robert W. Baird analyst Colin Sebastian expects e-commerce stocks, including Amazon, to grow 12%–13% year-over-year in 2H, considering a 10% growth rate in domestic e-commerce revenues.Amazingly, 38 analysts covering Amazon have a Buy rating on the stock, whereas one has a Hold rating, giving the stock a Strong Buy consensus rating. The average Amazon stock price prediction of $176.94 presents 38.8% upside potential.Microsoft Stock Also Looks InexpensiveMicrosoft is another growth stock that looks relatively cheap right now. Its P/E ratio of around 26.3x is very close to its two-year low of 25.7x. Given that the ratio had reached over 40x in 2020, MSFT stock appears to have strong upside potential. Nonetheless, taking the looming possibility of a recession into account, the valuation may depreciate some more going into the final quarter of the year, giving rise to a solid investment opportunity.The company’s exposure to the Metaverse through Microsoft Mesh and its efforts to incorporate interactive technology into several of its offerings are expected to forge a smooth path for growth in the long run.Moreover, if the company’s proposed acquisition of video-game developer Activision Blizzard (NASDAQ: ATVI) manages to resolve its antitrust issues in the U.K., Microsoft might be able to expand its footing in the metaverse gaming space manifold.Oppenheimer analyst Timothy Horan believes that rapid digital transformation is helping Microsoft overpower macroeconomic challenges and gain market share in information technology.Wall Street also has a firm conviction about Microsoft, with a Strong Buy consensus rating supported by 28 Buys and two Holds. Microsoft’s average stock projection of $325.77 reflects upside potential of 27.2% from current levels.An Alternative to Individual Stock PickingWhen the economic outlook is uncertain and the market is volatile, it can get difficult to choose the right stocks. In this regard, investing in indexes can be ideal, as this will spread the risk profile among a handful of the top tech companies in the U.S.The Nasdaq 100 (NDX) is a tech-heavy subset of the broader Nasdaq Composite, tracking the top 100 non-financial companies trading on the Nasdaq stock exchange. There are various ETFs that are linked with this average that can be considered, like the Nasdaq Next Generation 100 Index, the Nasdaq-100 ESG Index, the Nasdaq-100 Volatility Index, and others.In the past five years, the Nasdaq 100 has appreciated more than 100%, giving us all the more reason to have faith in the index.Conclusion: Technology Stocks Should Thrive in the Long TermTechnology stocks have immense potential to benefit from secular growth opportunities. Amazon and Microsoft are among those running the show, making them look like ideal investment options for investors with a long-term view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939564232,"gmtCreate":1662134100226,"gmtModify":1676537005585,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939564232","repostId":"1160009597","repostType":4,"repost":{"id":"1160009597","kind":"news","pubTimestamp":1662112390,"share":"https://ttm.financial/m/news/1160009597?lang=&edition=fundamental","pubTime":"2022-09-02 17:53","market":"us","language":"en","title":"NIO Stock: 3 Things to Watch When Nio Reports Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1160009597","media":"InvestorPlace","summary":"Nio will report Q2 earnings on Sept. 7.Analysts are expecting revenue of $1.39 billion.Shares of NIO","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/NIO\">Nio</a> will report Q2 earnings on Sept. 7.</li><li>Analysts are expecting revenue of $1.39 billion.</li><li>Shares of NIO stock are down over 40% year-to-date.</li></ul><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> stock is in full focus, as the company is set to announce second-quarter earnings on Wednesday, Sept. 7 before the market open. The Chinese automaker also announced its August deliveries on Thursday, which was 10,677 vehicles. Of the 10,677 vehicles, 7,551 of them were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans.</p><p>Deliveries rose 81.6% year-over-year (YOY) and were higher by 6% compared to July’s delivery figure of 10,052 vehicles. Since the beginning of the year, cumulative deliveries have totaled 71,556 vehicles, up 28.3% YOY. Meanwhile, both <a href=\"https://laohu8.com/S/LI\">Li Auto</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng’s</a> delivery figures declined month-over-month.</p><p>The electric vehicle (EV) company has experienced a slew of headwinds this year, such as supply chain inefficiencies, increases in the price of raw materials, delisting fears and Covid-19 lockdowns. Coronavirus cases have experienced a surge in China. Recently, the large city of Chengdu went into lockdown, while Shanghai enacted coronavirus restrictions. Increased extended lockdowns in major hub cities could continue to exasperate supply chain issues for Nio.</p><p>However, NIO stock shareholders are hopeful that Q2 earnings will bring good news.</p><h3>NIO Stock: 3 Metrics to Watch For Earnings</h3><p>For the quarter, analysts are expecting revenue of$1.39 billion, representing a YOY increase of 5.8%. Among six analysts, the low revenue estimate comes in at $1.35 billion, while the high is $1.42 billion. During Q2 of 2021, Nio reported revenue of$1.3 billion, which was attributed to the delivery of 21,896 vehicles. In Q2 of 2020, the company delivered 10,331 vehicles.</p><p>Next, investors will want to watch out for earnings per share (EPS). All seven Q2 NIO EPS estimates are negative, so a positive EPS would likely send NIO soaring. The consensus estimate for EPS clocks in at a loss of 17 cents. The low estimate is a loss of 24 cents, while the high estimate is a loss of four cents. A year ago, the company reported an EPS loss of seven cents.</p><p>Finally, investors will want to keep an eye on third-quarter and full-year guidance. For Q3, analysts expect revenue of $2.36 billion, which would represent YOY growth of 61.3%. Meanwhile, Q3 EPS is expected to be a loss of 12 cents. For the full year, analysts expect revenue of $8.71 billion and an EPS loss of 58 cents.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock: 3 Things to Watch When Nio Reports Earnings</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\">\nNIO Stock: 3 Things to Watch When Nio Reports Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 17:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/nio-stock-3-things-to-watch-when-nio-reports-earnings/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio will report Q2 earnings on Sept. 7.Analysts are expecting revenue of $1.39 billion.Shares of NIO stock are down over 40% year-to-date.Nio stock is in full focus, as the company is set to announce ...</p>\n\n<a href=\"https://investorplace.com/2022/09/nio-stock-3-things-to-watch-when-nio-reports-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://investorplace.com/2022/09/nio-stock-3-things-to-watch-when-nio-reports-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160009597","content_text":"Nio will report Q2 earnings on Sept. 7.Analysts are expecting revenue of $1.39 billion.Shares of NIO stock are down over 40% year-to-date.Nio stock is in full focus, as the company is set to announce second-quarter earnings on Wednesday, Sept. 7 before the market open. The Chinese automaker also announced its August deliveries on Thursday, which was 10,677 vehicles. Of the 10,677 vehicles, 7,551 of them were premium smart electric SUVs, while the remaining 3,126 were premium smart electric sedans.Deliveries rose 81.6% year-over-year (YOY) and were higher by 6% compared to July’s delivery figure of 10,052 vehicles. Since the beginning of the year, cumulative deliveries have totaled 71,556 vehicles, up 28.3% YOY. Meanwhile, both Li Auto and XPeng’s delivery figures declined month-over-month.The electric vehicle (EV) company has experienced a slew of headwinds this year, such as supply chain inefficiencies, increases in the price of raw materials, delisting fears and Covid-19 lockdowns. Coronavirus cases have experienced a surge in China. Recently, the large city of Chengdu went into lockdown, while Shanghai enacted coronavirus restrictions. Increased extended lockdowns in major hub cities could continue to exasperate supply chain issues for Nio.However, NIO stock shareholders are hopeful that Q2 earnings will bring good news.NIO Stock: 3 Metrics to Watch For EarningsFor the quarter, analysts are expecting revenue of$1.39 billion, representing a YOY increase of 5.8%. Among six analysts, the low revenue estimate comes in at $1.35 billion, while the high is $1.42 billion. During Q2 of 2021, Nio reported revenue of$1.3 billion, which was attributed to the delivery of 21,896 vehicles. In Q2 of 2020, the company delivered 10,331 vehicles.Next, investors will want to watch out for earnings per share (EPS). All seven Q2 NIO EPS estimates are negative, so a positive EPS would likely send NIO soaring. The consensus estimate for EPS clocks in at a loss of 17 cents. The low estimate is a loss of 24 cents, while the high estimate is a loss of four cents. A year ago, the company reported an EPS loss of seven cents.Finally, investors will want to keep an eye on third-quarter and full-year guidance. For Q3, analysts expect revenue of $2.36 billion, which would represent YOY growth of 61.3%. Meanwhile, Q3 EPS is expected to be a loss of 12 cents. For the full year, analysts expect revenue of $8.71 billion and an EPS loss of 58 cents.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939092583,"gmtCreate":1662017268647,"gmtModify":1676536626358,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939092583","repostId":"1119571097","repostType":4,"repost":{"id":"1119571097","kind":"news","pubTimestamp":1662003282,"share":"https://ttm.financial/m/news/1119571097?lang=&edition=fundamental","pubTime":"2022-09-01 11:34","market":"us","language":"en","title":"Microsoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1119571097","media":"Seeking Alpha","summary":"SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have valuations in","content":"<html><head></head><body><h2>Summary</h2><ul><li>Of the largest 10 stocks in the S&amp;P 500, there are only three that I think have valuations in the ballpark of being reasonable.</li><li>These three stocks are Microsoft, Google, and Berkshire Hathaway.</li><li>We dive into Microsoft, which is near where I would buy it, but not yet there.</li><li>Why Microsoft&#39;s business is such a juggernaut, and where I think you should snap up some stock in light of a tighter Fed and falling market valuations.</li></ul><p><img src=\"https://static.tigerbbs.com/215c81286b628ff98651c7ec2c9f62a2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Redmond, Washington-based Microsoft (NASDAQ:MSFT) is the second largest company by market cap in America, second only to Apple (AAPL). Microsoft has shown a unique ability to reinvent itself nearly three decades after its ubiquitous Windows software firststarted making the companybillions of dollars in annual profits. If you&#39;re a long-time Microsoft holder, you&#39;ve made a bunch of money.</p><p><img src=\"https://static.tigerbbs.com/75f95745bec8f20bf0b5d5ef7dd1f2b2\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>MSFTdata by YCharts</p><p>Today, Microsoft is still a great business.</p><ul><li>Millions of people use Microsoft Office on a daily basis.</li><li>The Azurecloud businesscontinues to grow massively.</li><li>And if MSFT&#39;s acquisition of Activision Blizzard (ATVI) closes, the combined company will be the third largest video game company in the world. Interestingly,Warren Buffett bet billionsof dollars this year that the deal will close.</li></ul><p>To these points, investing would be super easy if all you had to do was pick the most profitable companies and invest in them. This isn&#39;t completely wrong per se, because historically theinfamous &#34;disposition effect&#34;keeps the stocks of great companies cheaper than they should rationally be. However, since I started writing for Seeking Alpha in 2018, stock valuations have essentially done nothing but go up, forcing investors to pay more and more for each dollar of future earnings. When I started writing here, I could often write articles with titles like &#34;Back up the truck,&#34; and &#34;25% downside + 100% upside.&#34; Now all the low-hanging fruit has been picked, and the metaphorical nights are getting colder, with winter on the way.</p><p>Taking a quick glance at the top 10 holdings of the S&amp;P 500 as of July 31st (SPY) shows this.</p><p><img src=\"https://static.tigerbbs.com/0cde87b0c7047ebf734cb0f2fbdc6e41\" tg-width=\"640\" tg-height=\"766\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPY Top 10 Holdings(Etrade)</p><p>Apple is trading for 28x 2021 earnings, and analysts are projecting single-digit growth going forward. 2021 earnings were themselves pumped up by thousands of dollars in stimulus checks per household, bringing into question the company&#39;s ability to even sustain what it made in 2021. Amazon (AMZN) and Tesla (TSLA) both trade over 100x earnings, which is historically perilous to expect for companies of their size. UnitedHealth (UNH) and Johnson &amp; Johnson (JNJ) both trade for fairly high multiples as well, and are prime targets for any future healthcare reform, at the very least threatening their ability to grow earnings. And Nvidia (NVDA) is down big this year but still trades for nearly 60x earnings. NVDAhas been compared with good reasonto Cisco (CSCO) in 2000.</p><p>That leaves Microsoft, Google (GOOG) (GOOGL), and Berkshire Hathaway (BRK.A) (BRK.B) MSFT has a 29x multiple on 2021 earnings but much better forward growth prospects than Apple according to analysts. Similarly, Google&#39;s multiple is pretty reasonable given its long-term growth prospects, and a substantial portion of Berkshire&#39;s value is in Apple stock, but BRK.B trades at a beautiful discount to Apple. These are the stocks that you should look to pick up in a downturn. I&#39;m comparing these stocks with 2021 earnings because I pulled them in bulk, for MSFT I&#39;ll compare with 2023 earnings below. I&#39;d be cautious about extrapolating 2021 earnings with some stocks but MSFT&#39;s earnings are stickier than most tech or consumer discretionary companies.</p><h2>Meanwhile, Back At The Farm</h2><p>Here&#39;s how Microsoft&#39;s business has been performing.</p><h3>Cloud</h3><p>Amazon has similar exposure to the cloud through AWS, but Microsoft is out-competing themand taking market share. In one of the fastest growing markets in tech, Microsoft is again showing an impressive ability to make inroads against an entrenched market leader with massive resources. Going forward, I would expect this trend to continue as Amazon is forced to grapple with the reality of running a global logistics business with1.6 million employeesand trying to defend AWS&#39;s market share– a two-front war. It&#39;s not necessarily zero-sum since the cloud market is rapidly growing, but the rest of Microsoft&#39;s business is so much more attractive than Amazon&#39;s to me and MSFT carries less downside risk and valuation risk as well. Despite a stronger dollar, Microsoft grew cloud revenueby roughly 20% over the last year. This was discussed in MSFT&#39;s most recentquarterly earnings conference call.</p><p><b>Cloud Revenue and Profit (Billions)</b></p><p><img src=\"https://static.tigerbbs.com/1b3b54d1ef611e4dbeec408676290612\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Cloud Revenue(FY 2022 Investor Presentation)</p><h3>Office/Productivity</h3><p>Microsoft Office has followed the tech industry&#39;s grand plan of switching from mainly selling products to mainly selling subscriptions. It&#39;s been a good plan – going from a one-time sale model to a subscription model has improved Microsoft&#39;s revenue from Office dramatically. MSFT has seen good growth in this segment as well (note that they include their LinkedIn acquisition in this category as well). As with cloud computing, industry observers have called for huge growth in this market over the next 10 years as the workforce continues to become more decentralized after the initial shock of the pandemic. One area that&#39;s expected to see big growth is so-called &#34;enterprise content management,&#34; which is the management of documents, spreadsheets, contracts, and scanned images. Box (BOX) is one of the big players in this space now – I wouldn&#39;t be surprised to see Microsoft either make them a buyout offer or clone them the way they&#39;ve done, taking on Zoom (ZM) with Microsoft Teams.</p><p><b>MSFT Productivity &amp; Business Processes Revenue</b></p><p><img src=\"https://static.tigerbbs.com/49acb60afeb0b9cdab609c40be40d947\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Productivity Revenue(FY 2022 Investor Presentation)</p><h3>Gaming</h3><p>Microsoft buries its gaming revenue with the legacy business from Windows and other catch-alls, but they&#39;re now making a huge push in gaming. This line of business has been more or less stagnant, but the push is intended to get the ball rolling, tying Microsoft in even deeper with the global video game market, which isexpected to grow12% or so annually over the next five years. Specifically, Microsoft is acquiring Activision Blizzard, the controversial but profitable video game company best-known for the game Call of Duty. Of course, MSFT already owns Xbox, so this is vertical integration at its finest. If you own the console, the operating system, and you own the video game company all in one, then you don&#39;t have to split the profit with anyone.</p><p><img src=\"https://static.tigerbbs.com/82c30df6c2cbb5104fe71d6f1a99decd\" tg-width=\"640\" tg-height=\"301\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Microsoft Other Revenue(FY 2022 Investor Presentation)</p><p>The offer is for $95 per share, but ATVI trades for a bit less than $79 as of my writing this. Warren Buffett, one of the world&#39;s foremost merger arbitrageurs has bought billions in ATVI stock – he&#39;ll pocket $95 per share if the deal is successful. The deal is expected to closeby June of 2023 but requires antitrust approval in several countries. Merger arbitrage is not a new thing – it wasoutlined as a strategyby Benjamin Graham in his books. I believe the strategy is underused by investors. Buffett has used the merger arbs extensively over the last six decades, includingheavily in the 1980s.</p><p>If there&#39;s one trade here I would make, it would probably be to tail Buffett&#39;s judgment on ATVI. The stock price hasn&#39;t changed much since the announcement, so you&#39;re getting more or less the same deal as Buffett here.</p><h2>MSFT Valuation And Target Price</h2><p>The overall market&#39;s valuation is too high. First, earnings aren&#39;t sustainable without massive stimulus juicing the economy, and second, price-to-earnings multiples are too high compared with what you can get in cash as the Fed jacks up rates to fight inflation. I covered this extensively this week in myfirstandsecond pieceson Jackson Hole and encourage readers to review my thoughts on the macro picture.</p><p>Market-wide, stock prices have risen faster than business profits over the past few years, and Microsoft is unfortunately not an exception to this trend. However, Microsoft&#39;s valuation is better than its large S&amp;P 500 peers, and of course, Microsoft&#39;s business is better run as well. This doesn&#39;t necessarily mean you should pay 30x earnings for it because it will drag down your future annual returns, but at worst, Microsoft is on the high side of a range where you might consider the stock fairly valued.</p><p>I believe the broad stock market is overvalued by a bit less than 20% at current prices as the post-pandemic economic hangover slowly resolves. Microsoft has an excellent underlying business, but I expect the Fed and the economy to drive the stock over the next 6-12 months. Ballparking off of FY 2023 earnings estimates for MSFT of roughly $10.25 per share, and applying a 20-21x multiple, you get a target price for buying MSFT at around $205 to $215. That&#39;s around 20% lower than the current price. That&#39;s where I&#39;d buy it. But if you&#39;re OK with a 25x multiple, then MSFT is a buy at $255 or so, or only about 3% lower than the current price. If you buy now, you might get 9% annual returns, but if you can score the stock for $210, you&#39;re looking at more like 15% annually.</p><p>In any case, compared with some other popular stocks trading at 50-100x earnings that could fall 50% and not even become cheap, MSFT has a much better risk/reward. This is fairly typical for blue chip stocks, which are often good businesses trading for premium valuations, so you have to stalk them for a good chance to buy. Historically,growth stocks trade at a large valuation premiumin bull markets but trade closer to the market median in bear markets, giving justification to this approach. Since so much MSFT is held by ETF investors, the macro environment is going to dictate the valuation in the short run.</p><h2>Bottom Line</h2><p>Microsoft is a great business, but the stock is connected to the broader market which is fighting the Fed&#39;s efforts to drain excess liquidity out of the system. If you buy MSFT now, I think you&#39;re getting decent long-term compensation but likely to face some declines in the near term. For this reason, I&#39;d rate MSFT a hold and look to pick up MSFT stock about 20% lower than the current price. For a Buffett-approved trade you can do right now, look at buying ATVI and waiting for the deal to close.</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>Microsoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares</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\">\nMicrosoft Is A Cash Cow Blue Chip: Here's When To Snap Up Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538205-microsoft-a-cash-cow-blue-chip-time-to-snap-up-shares><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have valuations in the ballpark of being reasonable.These three stocks are Microsoft, Google, and Berkshire Hathaway....</p>\n\n<a href=\"https://seekingalpha.com/article/4538205-microsoft-a-cash-cow-blue-chip-time-to-snap-up-shares\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4538205-microsoft-a-cash-cow-blue-chip-time-to-snap-up-shares","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119571097","content_text":"SummaryOf the largest 10 stocks in the S&P 500, there are only three that I think have valuations in the ballpark of being reasonable.These three stocks are Microsoft, Google, and Berkshire Hathaway.We dive into Microsoft, which is near where I would buy it, but not yet there.Why Microsoft's business is such a juggernaut, and where I think you should snap up some stock in light of a tighter Fed and falling market valuations.Redmond, Washington-based Microsoft (NASDAQ:MSFT) is the second largest company by market cap in America, second only to Apple (AAPL). Microsoft has shown a unique ability to reinvent itself nearly three decades after its ubiquitous Windows software firststarted making the companybillions of dollars in annual profits. If you're a long-time Microsoft holder, you've made a bunch of money.MSFTdata by YChartsToday, Microsoft is still a great business.Millions of people use Microsoft Office on a daily basis.The Azurecloud businesscontinues to grow massively.And if MSFT's acquisition of Activision Blizzard (ATVI) closes, the combined company will be the third largest video game company in the world. Interestingly,Warren Buffett bet billionsof dollars this year that the deal will close.To these points, investing would be super easy if all you had to do was pick the most profitable companies and invest in them. This isn't completely wrong per se, because historically theinfamous \"disposition effect\"keeps the stocks of great companies cheaper than they should rationally be. However, since I started writing for Seeking Alpha in 2018, stock valuations have essentially done nothing but go up, forcing investors to pay more and more for each dollar of future earnings. When I started writing here, I could often write articles with titles like \"Back up the truck,\" and \"25% downside + 100% upside.\" Now all the low-hanging fruit has been picked, and the metaphorical nights are getting colder, with winter on the way.Taking a quick glance at the top 10 holdings of the S&P 500 as of July 31st (SPY) shows this.SPY Top 10 Holdings(Etrade)Apple is trading for 28x 2021 earnings, and analysts are projecting single-digit growth going forward. 2021 earnings were themselves pumped up by thousands of dollars in stimulus checks per household, bringing into question the company's ability to even sustain what it made in 2021. Amazon (AMZN) and Tesla (TSLA) both trade over 100x earnings, which is historically perilous to expect for companies of their size. UnitedHealth (UNH) and Johnson & Johnson (JNJ) both trade for fairly high multiples as well, and are prime targets for any future healthcare reform, at the very least threatening their ability to grow earnings. And Nvidia (NVDA) is down big this year but still trades for nearly 60x earnings. NVDAhas been compared with good reasonto Cisco (CSCO) in 2000.That leaves Microsoft, Google (GOOG) (GOOGL), and Berkshire Hathaway (BRK.A) (BRK.B) MSFT has a 29x multiple on 2021 earnings but much better forward growth prospects than Apple according to analysts. Similarly, Google's multiple is pretty reasonable given its long-term growth prospects, and a substantial portion of Berkshire's value is in Apple stock, but BRK.B trades at a beautiful discount to Apple. These are the stocks that you should look to pick up in a downturn. I'm comparing these stocks with 2021 earnings because I pulled them in bulk, for MSFT I'll compare with 2023 earnings below. I'd be cautious about extrapolating 2021 earnings with some stocks but MSFT's earnings are stickier than most tech or consumer discretionary companies.Meanwhile, Back At The FarmHere's how Microsoft's business has been performing.CloudAmazon has similar exposure to the cloud through AWS, but Microsoft is out-competing themand taking market share. In one of the fastest growing markets in tech, Microsoft is again showing an impressive ability to make inroads against an entrenched market leader with massive resources. Going forward, I would expect this trend to continue as Amazon is forced to grapple with the reality of running a global logistics business with1.6 million employeesand trying to defend AWS's market share– a two-front war. It's not necessarily zero-sum since the cloud market is rapidly growing, but the rest of Microsoft's business is so much more attractive than Amazon's to me and MSFT carries less downside risk and valuation risk as well. Despite a stronger dollar, Microsoft grew cloud revenueby roughly 20% over the last year. This was discussed in MSFT's most recentquarterly earnings conference call.Cloud Revenue and Profit (Billions)Microsoft Cloud Revenue(FY 2022 Investor Presentation)Office/ProductivityMicrosoft Office has followed the tech industry's grand plan of switching from mainly selling products to mainly selling subscriptions. It's been a good plan – going from a one-time sale model to a subscription model has improved Microsoft's revenue from Office dramatically. MSFT has seen good growth in this segment as well (note that they include their LinkedIn acquisition in this category as well). As with cloud computing, industry observers have called for huge growth in this market over the next 10 years as the workforce continues to become more decentralized after the initial shock of the pandemic. One area that's expected to see big growth is so-called \"enterprise content management,\" which is the management of documents, spreadsheets, contracts, and scanned images. Box (BOX) is one of the big players in this space now – I wouldn't be surprised to see Microsoft either make them a buyout offer or clone them the way they've done, taking on Zoom (ZM) with Microsoft Teams.MSFT Productivity & Business Processes RevenueMicrosoft Productivity Revenue(FY 2022 Investor Presentation)GamingMicrosoft buries its gaming revenue with the legacy business from Windows and other catch-alls, but they're now making a huge push in gaming. This line of business has been more or less stagnant, but the push is intended to get the ball rolling, tying Microsoft in even deeper with the global video game market, which isexpected to grow12% or so annually over the next five years. Specifically, Microsoft is acquiring Activision Blizzard, the controversial but profitable video game company best-known for the game Call of Duty. Of course, MSFT already owns Xbox, so this is vertical integration at its finest. If you own the console, the operating system, and you own the video game company all in one, then you don't have to split the profit with anyone.Microsoft Other Revenue(FY 2022 Investor Presentation)The offer is for $95 per share, but ATVI trades for a bit less than $79 as of my writing this. Warren Buffett, one of the world's foremost merger arbitrageurs has bought billions in ATVI stock – he'll pocket $95 per share if the deal is successful. The deal is expected to closeby June of 2023 but requires antitrust approval in several countries. Merger arbitrage is not a new thing – it wasoutlined as a strategyby Benjamin Graham in his books. I believe the strategy is underused by investors. Buffett has used the merger arbs extensively over the last six decades, includingheavily in the 1980s.If there's one trade here I would make, it would probably be to tail Buffett's judgment on ATVI. The stock price hasn't changed much since the announcement, so you're getting more or less the same deal as Buffett here.MSFT Valuation And Target PriceThe overall market's valuation is too high. First, earnings aren't sustainable without massive stimulus juicing the economy, and second, price-to-earnings multiples are too high compared with what you can get in cash as the Fed jacks up rates to fight inflation. I covered this extensively this week in myfirstandsecond pieceson Jackson Hole and encourage readers to review my thoughts on the macro picture.Market-wide, stock prices have risen faster than business profits over the past few years, and Microsoft is unfortunately not an exception to this trend. However, Microsoft's valuation is better than its large S&P 500 peers, and of course, Microsoft's business is better run as well. This doesn't necessarily mean you should pay 30x earnings for it because it will drag down your future annual returns, but at worst, Microsoft is on the high side of a range where you might consider the stock fairly valued.I believe the broad stock market is overvalued by a bit less than 20% at current prices as the post-pandemic economic hangover slowly resolves. Microsoft has an excellent underlying business, but I expect the Fed and the economy to drive the stock over the next 6-12 months. Ballparking off of FY 2023 earnings estimates for MSFT of roughly $10.25 per share, and applying a 20-21x multiple, you get a target price for buying MSFT at around $205 to $215. That's around 20% lower than the current price. That's where I'd buy it. But if you're OK with a 25x multiple, then MSFT is a buy at $255 or so, or only about 3% lower than the current price. If you buy now, you might get 9% annual returns, but if you can score the stock for $210, you're looking at more like 15% annually.In any case, compared with some other popular stocks trading at 50-100x earnings that could fall 50% and not even become cheap, MSFT has a much better risk/reward. This is fairly typical for blue chip stocks, which are often good businesses trading for premium valuations, so you have to stalk them for a good chance to buy. Historically,growth stocks trade at a large valuation premiumin bull markets but trade closer to the market median in bear markets, giving justification to this approach. Since so much MSFT is held by ETF investors, the macro environment is going to dictate the valuation in the short run.Bottom LineMicrosoft is a great business, but the stock is connected to the broader market which is fighting the Fed's efforts to drain excess liquidity out of the system. If you buy MSFT now, I think you're getting decent long-term compensation but likely to face some declines in the near term. For this reason, I'd rate MSFT a hold and look to pick up MSFT stock about 20% lower than the current price. For a Buffett-approved trade you can do right now, look at buying ATVI and waiting for the deal to close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930822150,"gmtCreate":1661933891373,"gmtModify":1676536606462,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930822150","repostId":"2263946321","repostType":4,"repost":{"id":"2263946321","kind":"highlight","pubTimestamp":1661931004,"share":"https://ttm.financial/m/news/2263946321?lang=&edition=fundamental","pubTime":"2022-08-31 15:30","market":"us","language":"en","title":"Why Tesla's Stock Split Was a Dud Like Amazon's","url":"https://stock-news.laohu8.com/highlight/detail?id=2263946321","media":"Motley Fool","summary":"Amazon's and Tesla's stocks fell after their respective stock splits. But the story isn't over yet.","content":"<html><head></head><body><p>A well-known company has a super-high-priced stock. The company announces a stock split to make its share price more appealing to small investors. Investors applaud the decision and eagerly await the date of the split. When the day finally comes, the stock jumps.</p><p>That&#39;s the expected script. In reality, it doesn&#39;t always happen that way. Just look at <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s 20-for-1 stock split in June. The much-anticipated event resulted in Amazon&#39;s share price falling instead of rising.</p><p>But you don&#39;t have to go back that far. <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> conducted a 3-for-1 stock split last week. And the stock pretty much did nothing. Here&#39;s why Tesla&#39;s stock split was a dud like Amazon&#39;s.</p><h2>Early celebrations?</h2><p>Could Amazon&#39;s and Tesla&#39;s stock splits have been anticlimactic because the celebrations were already over? Under this theory, investors had already driven up the share prices in anticipation of the event. When the date actually arrived, there was nothing left to cheer.</p><p>Amazon&#39;s stock movement supports this view. Shares of the e-commerce and cloud giant had been sinking for a couple of months until roughly two weeks before the split. But between May 23 and June 6 (the day of Amazon&#39;s stock split), Amazon&#39;s share price soared 16%.</p><p>After the split, its stock proceeded to decline once again. Within a week, all of the gains that it generated during the two-week lead-up to the split had evaporated. This certainly seemed to be a phenomenon along the lines of &#34;buy the rumor, sell the news.&#34;</p><p>However, it&#39;s a different story with Tesla. Shares of the electric vehicle maker jumped more than 30% in July. In the weeks before the company&#39;s stock split on Aug. 24, though, Tesla&#39;s share price didn&#39;t show any clear momentum, rising a little only to fall then repeat the cycle.</p><p>At the time of this writing, Tesla stock is down somewhat from its level prior to the split. It remains to be seen if the stock will continue to decline or rebound once again.</p><p>Remember that one of the main purposes of stock splits is to attract small investors who can&#39;t afford to buy the stock at a higher price. If the stock price falls after the split, those small investors probably aren&#39;t jumping on the bandwagon in a game-changing way. Because of this, I don&#39;t think we can chalk up the letdowns in Amazon&#39;s and Tesla&#39;s cases merely to early celebrations.</p><h2>Bad timing</h2><p>There&#39;s a better explanation of what happened here: Both events were victims of bad timing. In particular, the timing of the companies&#39; stock splits didn&#39;t occur when investors were eager to buy stocks.</p><p>Just a few days before Tesla&#39;s stock split last week, I made the case that the stock could enjoy a bigger post-split gain than Amazon did because of the timing. My main premise was that investors were more optimistic in the lead-up to Tesla&#39;s stock split than they were before Amazon&#39;s.</p><p>But I made my bullish argument only days before the Federal Reserve&#39;s annual symposium at Jackson Hole, Wyoming. Some warned that investors wouldn&#39;t be happy with Fed Chairman Jerome Powell&#39;s message. Those warnings were right.</p><p>Powell took a hard line in his comments made on Aug. 26. He stated that more interest rate hikes would likely be on the way that could cause &#34;some pain&#34; to the U.S. economy.</p><p>The bottom line is that Tesla&#39;s stock split was done during a week of considerable uncertainty for investors. It&#39;s hard to attract a massive wave of new small investors in such a climate. Amazon faced a similar challenge in June.</p><h2>Wait and see</h2><p>However, I think that it&#39;s way too early to write off either Amazon&#39;s or Tesla&#39;s stock splits as bona fide duds. Sure, neither stock popped immediately afterward. But investors should wait and see what happens when the market direction is clearly positive.</p><p>Sooner or later, we&#39;ll have another bull market. Investors will again be enthusiastic about buying stocks. There&#39;s a distinct possibility that much of that enthusiasm will be channeled toward Amazon and Tesla with the stocks available at lower prices resulting from their stock splits.</p><p>Stock splits have effective dates. But they don&#39;t necessarily have expiration dates.</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>Why Tesla's Stock Split Was a Dud Like Amazon's</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Stock Split Was a Dud Like Amazon's\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/30/why-teslas-stock-split-was-a-dud-like-amazons/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A well-known company has a super-high-priced stock. The company announces a stock split to make its share price more appealing to small investors. Investors applaud the decision and eagerly await the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/30/why-teslas-stock-split-was-a-dud-like-amazons/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/08/30/why-teslas-stock-split-was-a-dud-like-amazons/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263946321","content_text":"A well-known company has a super-high-priced stock. The company announces a stock split to make its share price more appealing to small investors. Investors applaud the decision and eagerly await the date of the split. When the day finally comes, the stock jumps.That's the expected script. In reality, it doesn't always happen that way. Just look at Amazon's 20-for-1 stock split in June. The much-anticipated event resulted in Amazon's share price falling instead of rising.But you don't have to go back that far. Tesla  conducted a 3-for-1 stock split last week. And the stock pretty much did nothing. Here's why Tesla's stock split was a dud like Amazon's.Early celebrations?Could Amazon's and Tesla's stock splits have been anticlimactic because the celebrations were already over? Under this theory, investors had already driven up the share prices in anticipation of the event. When the date actually arrived, there was nothing left to cheer.Amazon's stock movement supports this view. Shares of the e-commerce and cloud giant had been sinking for a couple of months until roughly two weeks before the split. But between May 23 and June 6 (the day of Amazon's stock split), Amazon's share price soared 16%.After the split, its stock proceeded to decline once again. Within a week, all of the gains that it generated during the two-week lead-up to the split had evaporated. This certainly seemed to be a phenomenon along the lines of \"buy the rumor, sell the news.\"However, it's a different story with Tesla. Shares of the electric vehicle maker jumped more than 30% in July. In the weeks before the company's stock split on Aug. 24, though, Tesla's share price didn't show any clear momentum, rising a little only to fall then repeat the cycle.At the time of this writing, Tesla stock is down somewhat from its level prior to the split. It remains to be seen if the stock will continue to decline or rebound once again.Remember that one of the main purposes of stock splits is to attract small investors who can't afford to buy the stock at a higher price. If the stock price falls after the split, those small investors probably aren't jumping on the bandwagon in a game-changing way. Because of this, I don't think we can chalk up the letdowns in Amazon's and Tesla's cases merely to early celebrations.Bad timingThere's a better explanation of what happened here: Both events were victims of bad timing. In particular, the timing of the companies' stock splits didn't occur when investors were eager to buy stocks.Just a few days before Tesla's stock split last week, I made the case that the stock could enjoy a bigger post-split gain than Amazon did because of the timing. My main premise was that investors were more optimistic in the lead-up to Tesla's stock split than they were before Amazon's.But I made my bullish argument only days before the Federal Reserve's annual symposium at Jackson Hole, Wyoming. Some warned that investors wouldn't be happy with Fed Chairman Jerome Powell's message. Those warnings were right.Powell took a hard line in his comments made on Aug. 26. He stated that more interest rate hikes would likely be on the way that could cause \"some pain\" to the U.S. economy.The bottom line is that Tesla's stock split was done during a week of considerable uncertainty for investors. It's hard to attract a massive wave of new small investors in such a climate. Amazon faced a similar challenge in June.Wait and seeHowever, I think that it's way too early to write off either Amazon's or Tesla's stock splits as bona fide duds. Sure, neither stock popped immediately afterward. But investors should wait and see what happens when the market direction is clearly positive.Sooner or later, we'll have another bull market. Investors will again be enthusiastic about buying stocks. There's a distinct possibility that much of that enthusiasm will be channeled toward Amazon and Tesla with the stocks available at lower prices resulting from their stock splits.Stock splits have effective dates. But they don't necessarily have expiration dates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997799614,"gmtCreate":1661849470740,"gmtModify":1676536590261,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997799614","repostId":"2263047511","repostType":4,"repost":{"id":"2263047511","kind":"highlight","pubTimestamp":1661838427,"share":"https://ttm.financial/m/news/2263047511?lang=&edition=fundamental","pubTime":"2022-08-30 13:47","market":"us","language":"en","title":"S&P and Nasdaq: How to Trade the Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=2263047511","media":"TheStreet","summary":"Has the bear-market rally ended and stocks are about to roll over? Or is this just a standard — albe","content":"<html><head></head><body><p>Has the bear-market rally ended and stocks are about to roll over? Or is this just a standard — albeit fast — correction amid the new uptrend?</p><p>My biggest issue with this being a new uptrend is simple: The Federal Reserve remains hawkish.</p><p>One of the top trading rules is “don’t fight the Fed.” While it’s true that the stock market has a historical tendency to go up rather than down — climbing on an annual basis roughly eight out of every 10 years — the nuances of a bear market can be tricky to navigate.</p><p>Unlike the first quarter of 2020 or the fourth quarter of 2018, where the Fed pivoted to a more dovish, accommodative stance, Chairman Jay Powell’s Jackson Hole speech on Friday did little to signal that the Fed is looking to loosen its monetary policy and begin providing a surplus of liquidity.</p><p>Rather than providing liquidity, the Fed appears set to continue tightening. And that creates an issue for the stock market — particularly as we head into the notoriously volatile part of the year in September and October.</p><p>It can be dangerous to simply set the decision of whether we will make new lows. It creates a bias that can blind us to the most obvious developments.</p><p>With that in mind, let’s look at how the charts are setting up.</p><h2>Trading the S&amp;P 500 With the SPY ETF</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6075a2383020930a5814a7e6fc002553\" tg-width=\"1200\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/><span>Daily chart of the SPY ETF.</span></p><p>Earlier in the month, the SPDR S&amp;P 500 ETF Trust  (<b>SPY</b>)  was struggling with the $416.50 area as resistance. That zone was significant resistance in late May and early June, after acting as support in the first quarter and early part of the second quarter.</p><p>After the breakout over this zone, the SPY ran right to the 200-day moving average, tagged it and then backed off. Could it really be so obvious for it to rally to the 200-day and fade?</p><p>Apparently so.</p><p>The SPY tried to reclaim the 10-day and 21-day moving averages — as well as the $416.50 zone — but last week failed to do so, with Friday’s action acting as a dagger to the bulls’ hopes.</p><p>We have now a correction pattern within the rally. I want to see how the SPY handles a test of the $396 to $400 zone. In that area, we have the 50% retracement, the 50-day moving average and the VWAP measure anchored back to the 2022 low.</p><p>In other words, this zone is key. On the upside, I’m watching the $405.25 gap-fill level, followed by the $410 to $412 zone and the declining 10-day moving average.</p><p>If the SPY can’t hold the $396 to $400 area, that’s a bearish development, opening the door to prior support at $390.</p><h2>Trading the Nasdaq With the QQQ ETF</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f62668250591123e3bc3f074ed789b2d\" tg-width=\"1200\" tg-height=\"825\" referrerpolicy=\"no-referrer\"/><span>Daily chart of the QQQ ETF.</span></p><p>The Invesco QQQ Trust Series QQQ has a pattern very similar to that of the SPY. But the QQQ has shown a bit more weakness, which is no surprise given tech’s higher sensitivity to interest rates.</p><p>As it pertains to the charts, the QQQ is already testing the 50-day moving average, but the $300 to $304 zone is critical.</p><p>Aside from the 50-day, the QQQ also finds the 50% retracement and VWAP measure in this zone. A break of this area opens the door down to $296.50, a former resistance level. Like the SPY, this area needs to hold if it’s tested; otherwise, the QQQ risks even more downside pressure.</p><p>On the upside, let’s see if the QQQ can reclaim the $307.35 level — Friday’s low.</p><p>Back above that and we could see a push to the $312 to $313 area, where we find the 50% retracement from today’s low to Friday’s high and a prior support zone from last week.</p><p>For now, we have a correction within an uptrend, but bears have the short-term momentum. If that momentum gains speed, we could see a bulk of the recent gains — or even all of the gains — eliminated in the next few weeks.</p><p>For the SPY, keep a close eye on the $396 to $400 zone, then $390. For the QQQ, watch $300 to $304, then $296.50.</p></body></html>","source":"thestreet_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>S&P and Nasdaq: How to Trade the Correction</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P and Nasdaq: How to Trade the Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-30 13:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/sp500-and-nasdaq-how-to-trade-the-correction><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Has the bear-market rally ended and stocks are about to roll over? Or is this just a standard — albeit fast — correction amid the new uptrend?My biggest issue with this being a new uptrend is simple: ...</p>\n\n<a href=\"https://www.thestreet.com/investing/sp500-and-nasdaq-how-to-trade-the-correction\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.thestreet.com/investing/sp500-and-nasdaq-how-to-trade-the-correction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263047511","content_text":"Has the bear-market rally ended and stocks are about to roll over? Or is this just a standard — albeit fast — correction amid the new uptrend?My biggest issue with this being a new uptrend is simple: The Federal Reserve remains hawkish.One of the top trading rules is “don’t fight the Fed.” While it’s true that the stock market has a historical tendency to go up rather than down — climbing on an annual basis roughly eight out of every 10 years — the nuances of a bear market can be tricky to navigate.Unlike the first quarter of 2020 or the fourth quarter of 2018, where the Fed pivoted to a more dovish, accommodative stance, Chairman Jay Powell’s Jackson Hole speech on Friday did little to signal that the Fed is looking to loosen its monetary policy and begin providing a surplus of liquidity.Rather than providing liquidity, the Fed appears set to continue tightening. And that creates an issue for the stock market — particularly as we head into the notoriously volatile part of the year in September and October.It can be dangerous to simply set the decision of whether we will make new lows. It creates a bias that can blind us to the most obvious developments.With that in mind, let’s look at how the charts are setting up.Trading the S&P 500 With the SPY ETFDaily chart of the SPY ETF.Earlier in the month, the SPDR S&P 500 ETF Trust  (SPY)  was struggling with the $416.50 area as resistance. That zone was significant resistance in late May and early June, after acting as support in the first quarter and early part of the second quarter.After the breakout over this zone, the SPY ran right to the 200-day moving average, tagged it and then backed off. Could it really be so obvious for it to rally to the 200-day and fade?Apparently so.The SPY tried to reclaim the 10-day and 21-day moving averages — as well as the $416.50 zone — but last week failed to do so, with Friday’s action acting as a dagger to the bulls’ hopes.We have now a correction pattern within the rally. I want to see how the SPY handles a test of the $396 to $400 zone. In that area, we have the 50% retracement, the 50-day moving average and the VWAP measure anchored back to the 2022 low.In other words, this zone is key. On the upside, I’m watching the $405.25 gap-fill level, followed by the $410 to $412 zone and the declining 10-day moving average.If the SPY can’t hold the $396 to $400 area, that’s a bearish development, opening the door to prior support at $390.Trading the Nasdaq With the QQQ ETFDaily chart of the QQQ ETF.The Invesco QQQ Trust Series QQQ has a pattern very similar to that of the SPY. But the QQQ has shown a bit more weakness, which is no surprise given tech’s higher sensitivity to interest rates.As it pertains to the charts, the QQQ is already testing the 50-day moving average, but the $300 to $304 zone is critical.Aside from the 50-day, the QQQ also finds the 50% retracement and VWAP measure in this zone. A break of this area opens the door down to $296.50, a former resistance level. Like the SPY, this area needs to hold if it’s tested; otherwise, the QQQ risks even more downside pressure.On the upside, let’s see if the QQQ can reclaim the $307.35 level — Friday’s low.Back above that and we could see a push to the $312 to $313 area, where we find the 50% retracement from today’s low to Friday’s high and a prior support zone from last week.For now, we have a correction within an uptrend, but bears have the short-term momentum. If that momentum gains speed, we could see a bulk of the recent gains — or even all of the gains — eliminated in the next few weeks.For the SPY, keep a close eye on the $396 to $400 zone, then $390. For the QQQ, watch $300 to $304, then $296.50.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997189290,"gmtCreate":1661760923812,"gmtModify":1676536574223,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997189290","repostId":"2262118651","repostType":4,"repost":{"id":"2262118651","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1661750213,"share":"https://ttm.financial/m/news/2262118651?lang=&edition=fundamental","pubTime":"2022-08-29 13:16","market":"us","language":"en","title":"Disney's New Pricing Magic: More Profit From Fewer Park Visitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2262118651","media":"Dow Jones","summary":"Walt Disney used to call Disneyland his \"magic kingdom.\" These days, Walt Disney Co. has a new magic","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a1c4cb6635c813100172f638ec1f4cfb\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/></p><p>Walt Disney used to call Disneyland his &#34;magic kingdom.&#34; These days, Walt Disney Co. has a new magic trick: wringing every last dollar out of each visitor to its profitable theme parks.</p><p>Over the past two years, as Florida&#39;s Walt Disney World Resort and Southern California&#39;s Disneyland Resort have emerged from the shadow of the coronavirus pandemic, the company has made a host of changes that have sent the cost of a visit to a Disney resort skyward.</p><p>The outcome is a bonanza for Disney: Even as the company limits the number of visitors and keeps attendance at its U.S. theme parks below prepandemic levels, they are generating record sales and profits.</p><p>The results reflect a major strategic shift on Disney&#39;s part, where the company is focused less on maximizing the quantity of visitors and more on increasing how much money each visitor spends, an approach the company refers to as yield management. Improving the visitor experience, the thinking goes, will prompt guests to spend more hours -- and therefore more money -- at the parks because they are having such a good time.</p><p>The biggest change in the past two years -- and the most lucrative for Disney -- is the introduction of a smartphone-app feature called Genie+ that costs $15 per person a day, on top of the price of admission, and allows parkgoers to skip the unreserved lines for some attractions, which the company refers to as &#34;standby.&#34; But Genie+ doesn&#39;t cover everything. To skip the standby lines at the most sought-after attractions, including some Star Wars and Guardians of the Galaxy-themed rides, reservations now cost an additional $10 to $17. Standby waits for popular attractions can last hours.</p><p>At the same time, many benefits that used to be free -- from parking for certain annual passholders to airport shuttles to MagicBand wristbands that serve as combination hotel-room keys and park passes -- have been eliminated or now come with a price. Disney has raised prices on hotel rooms, food and merchandise over the past year as inflation has climbed to record levels in the U.S.</p><p>Disney&#39;s theme-park pricing is determined by &#34;pure supply and demand,&#34; said a company spokeswoman. &#34;No different than airplanes, hotels or cruise ships.&#34;</p><p>In the quarter that ended Jan. 1, Disney&#39;s domestic parks set records in both quarterly revenue and operating income, then broke both of them six months later. For the quarter that ended July 2, the business unit that includes the theme parks also posted record revenue of $5.42 billion and record operating income of $1.65 billion.</p><p>Josh D&#39;Amaro, the chairman of Disney&#39;s parks, experiences and products division, said that the changes have given visitors more choice about how to spend their time and money at the parks, while at the same time making the parks &#34;extremely commercially successful.&#34;</p><p>In fiscal 2021, the first year that both of Disney&#39;s two main U.S. resorts had reopened following the worst of the coronavirus pandemic, attendance at Disney&#39;s U.S. parks fell by 17% compared with the previous year, the company reported, but per-capita spending by guests grew by 17%, or nearly three times the average annual growth rate during the previous decade. Disney doesn&#39;t disclose attendance for its theme parks.</p><p>At the same time, the changes driving the increases in revenue and profit have drawn the ire of what Disney calls &#34;legacy fans,&#34; or longtime parks loyalists, including annual passholders who feel they are being pushed to the side in favor of big-spending families taking once-a-year, or even a once-in-a-lifetime, vacations.</p><p>&#34;Disney has this love-hate relationship with annual passholders,&#34; said Len Testa, a computer scientist who runs Touring Plans, a travel company that offers apps to help visitors find deals and navigate their trips to Walt Disney World and publishes a popular guide to Disney theme parks.</p><p>On one hand, they provide a reliable source of revenue -- the investment bank UBS estimated early last year that annual passholders at Disneyland account for about one half of annual visits -- but on the other, annual passholders tend to spend less than other visitors per visit, Mr. Testa said.</p><p>A typical annual pass holder might ride only one ride during a visit, eat an ice cream cone and walk around for a few hours, taking up capacity that might otherwise be used by out-of-state visitors, Mr. Testa said.</p><p>&#34;Those people would have stayed all day,&#34; he said. &#34;They would have eaten multiple times in the restaurants, they may have stayed in the hotel. They would definitely be buying more merchandise.&#34;</p><p>Since its introduction in the fall of 2021, Genie+ has become an increasingly popular tool. About half of visitors to the parks pay for and use Genie+, Disney said in a recent conference call with Wall Street analysts. And of those who pay for Genie+, 70% say in post-visit surveys that they plan to do so again, Disney says.</p><p>Disney has stopped selling nearly all new annual passes to Disneyland and Walt Disney World and has done away with a host of free perks that annual passholders used to enjoy. Existing annual passholders can renew their passes, although earlier this month, the company raised the renewal price for its highest-tier annual passes to Disneyland by 14%, to $1,599 from $1,399, while at the same time introducing more blackout days when passholders can&#39;t visit, angering some of the park&#39;s most ardent fans.</p><p>The parks have grown considerably since Walt Disney World opened in 1971. Over the past decade, Disney has added rides based on popular franchises such as Star Wars, the Marvel Cinematic Universe, the Toy Story films and the 2009 film &#34;Avatar.&#34; A roller coaster at Magic Kingdom based on the Tron films is under construction.</p><p>The parks business has buoyed Disney&#39;s stock price and boosted financial results at a time when the company is losing billions on other businesses, like the popular but cost-heavy Disney+ streaming service.</p><p>Mr. D&#39;Amaro, the parks chief, is a 24-year veteran of the company who ran both Disneyland and Walt Disney World individually in previous roles.</p><p>He keeps a high profile with fans and employees, making frequent appearances at the parks outside of major events and posting about his visits on social media.</p><p>By contrast, his predecessor, Bob Chapek, who is now Disney&#39;s chief executive, walked the park grounds less frequently and wasn&#39;t as outgoing with visitors, according to Disney employees who worked under him.</p><p>On a recent, hourlong walk through Disneyland, Mr. D&#39;Amaro was stopped more than 20 times by visitors and cast members -- as Disney employees are known in company lingo -- who asked to take selfies with him and thanked him for his work. Mr. D&#39;Amaro has 144,000 followers on Instagram, where he posts pictures of himself inside the parks alongside costumed employees, riding roller coasters, brandishing lightsabers and eating soft-serve.</p><p>Mr. D&#39;Amaro said he&#39;s aware of the tension caused by rising prices and other changes, especially for annual passholders, but describes it as the inevitable result of progress, and insists that every change Disney has implemented at the parks is in service of improving visitors&#39; trips.</p><p>Other top Disney executives say the company is merely reacting to consumer behavior. &#34;Demand has not abated&#34; at the parks, Disney Chief Financial Officer Christine McCarthy told analysts in a conference call in August, explaining why the company wasn&#39;t considering opening up the parks to more days for annual passholders. The new reservation system has allowed the company to limit attendance without having to turn visitors away when the parks become overcrowded, as it occasionally did in previous years.</p><p>The company also points out that it offers frequent promotions, including discounted room rates at its hotels, packages that become more economical the more days a visitor spends at the park, and discounts for residents of Southern California and Florida.</p><p>Other theme-park operators are also reaping the benefits of increased guest spending. <a href=\"https://laohu8.com/S/SIX\">Six Flags Entertainment Corp</a>. and Cedar Fair LP, which operates Cedar Point in Ohio and Knott&#39;s Berry Farm in California, have both raised prices, while <a href=\"https://laohu8.com/S/SEAS\">SeaWorld Entertainment Inc.</a> implemented a 5% surcharge on food and beverages.</p><p>Sara Suvada, a Starbucks shift supervisor and barista from Auburn Hills, Mich., took her first trip to Walt Disney World in January, at the age of 42, along with her husband and 6-year-old daughter. She said the trip was the fulfillment of a fantasy from her childhood, when money was tight in her family.</p><p>The family spent around $5,000 -- most of it paid for by Ms. Suvada&#39;s in-laws -- on admission, meals and lodging at Disney&#39;s Saratoga Springs Resort. Ms. Suvada spent around $400 on souvenirs and concessions, while her husband told her he nearly maxed out his credit card on trinkets and snacks.</p><p>The memories made up for the price tag, though, she said. She cried when she saw Cinderella Castle for the first time. Her daughter loved riding the Space Mountain roller coaster and meeting her favorite princess, Tiana, from 2009&#39;s &#34;The Princess and the Frog.&#34; And the family savored tasting their first Dole Whip frozen treat. Ms. Suvada is already thinking about returning with her mother.</p><p>&#34;The memories are worth more than gold,&#34; she said. &#34;Even if I did suffer from overdraft fees once I got home, when the reality set in.&#34;</p><p>Some longtime fans who come to the park regularly, and aren&#39;t splurging on once-in-a-lifetime memories, complain about the new fees.</p><p>&#34;I just really resent the nickel-and-diming,&#34; said David Arone, a 50-year-old gym teacher and volleyball coach from Redondo Beach, Calif. Mr. Arone has been a Disneyland annual pass holder for five years, and says he visits the park more than 100 times a year, primarily because it reminds him of his best childhood friend, a Disney superfan who died of a heart attack in 2013.</p><p>“I know it sounds hokey, but every time I go, I feel like he’s there with me,” Mr. Arone said of his friend. Most visits, he doesn’t ride any attractions at all. Instead, he just walks around for a few hours, eats ice cream, watches fireworks and reminisces about visiting the park with his late friend.</p><p>But he chafes at recent changes. Previously, he could stop by Disneyland for a few hours after work any day he wanted. Now he can’t go on the growing number of blackout days for annual passholders.</p><p>On a recent visit, Mr. Arone sported a homemade T-shirt with the words “Chapek Killed The Magic” on it — a reference to Mr. Chapek, the CEO, who he blames for rising prices and other changes.</p><p>The company said annual passholders like Mr. Arone “are amongst our most special guests.”</p><p>This month, the company reported that ticket-price increases were offset by an “unfavorable attendance mix” at Disneyland, which many fans interpreted as a reference to annual passholders who typically spend less per visit than individual ticket-buyers. Fans recently started posting pictures of themselves at the parks on social media, wearing T-shirts reading “Unfavorable” in protest.</p><p>Disney said that “unfavorable mix” is financial parlance meant for investors, and “not a consumer term.”</p><p>In 2021, a Disneyland annual pass holder sued Disney, alleging that the company engaged in deceptive practices by artificially limiting how many of them could visit the park on certain days. In May, a U.S. District Court judge in California ruled that the suit could go forward. The plaintiff has said she is seeking class-action certification.</p><p>Even some customers who come on special annual visits say they are getting fed up with rising prices.</p><p>Renea Warren has made the pilgrimage to Walt Disney World nearly every year since 2001. But after tallying up the costs of this year’s vacation, the retail executive and mother of one said she has had enough.</p><p>On a nine-day family trip to Florida in late July with her mother and daughter, Ms. Warren tried to save money by spending just two days at Disney theme parks, instead of the usual four. Despite the family’s efforts, visits to Magic Kingdom and Epcot blew up their budget. Park passes set them back more than $800; food was about $200; and they dropped $300 on souvenirs.</p><p>Since Ms. Warren, who lives in Benton Harbor, Mich., owns a timeshare about 20 minutes’ drive from Walt Disney World, her family will likely return to central Florida next year, but they’ll consider rival attractions at Universal Studios Florida and SeaWorld, she said. Returning to Disney every year is no longer an option.</p><p>“Because of the astronomical expenses, I definitely think the magic is being taken away,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddece4dde7a12f3dd97f5c7acc2ea5f5\" tg-width=\"700\" tg-height=\"560\" width=\"100%\" height=\"auto\"/><span>Out-of-town tourists tend to dine more at Disneyland and Walt Disney World restaurants than annual passholders.</span></p><p>The Genie+ app feature replaced a system known as FastPass that used to come free with any ticket sold at Disneyland or Walt Disney World. The new service—along with a free version, known simply as Genie—does more than make Disney money: It also helps the parks’ operators direct traffic and spread people around the parks more evenly, to reduce waiting times overall, and upsell visitors by offering them promotions on food, merchandise and ride-reservation fees.</p><p>Each park has an operation center with a “heat map” that tracks where Genie+ users are in the parks using GPS technology. Park operators can direct traffic using the app by notifying visitors where the shortest lines are and offering food and merchandise promotions to cajole them to other areas.</p><p>“If I’m seeing too much activity on the west side, I’m able to spread where I direct people to the east side,” Mr. D’Amaro said. “Our attractions will be load-balanced better, and lines will be shorter, and what that means is the experience will be better.”</p><p>In an analysis for The Wall Street Journal, Touring Plans analyzed room prices, including taxes, at three popular Walt Disney World hotels over the past decade, and found increases that far outpaced inflation, which in July hit a record high of 9.1%.</p><p>At Pop Century, a “value” hotel at the Orlando resort, the cheapest room rate rose to $168 this year from $95 in 2013. At the deluxe Animal Kingdom Lodge, a standard room now costs as much as $790 a night, versus up to $486 a decade ago.</p><p>Prices for tickets and certain food items have also climbed faster than inflation over the past decade, the Touring Plans analysis found. Disney fan blogs have noted that classic purchases at Disney parks, including the pineapple Dole Whip frozen treat ($5.99 last year, $6.99 this year at some locations) and studded Mickey Mouse-ears headbands ($29.99 last summer, now $39.99) are quickly getting costlier, outpacing inflation.</p><p>In other cases, Disney has curtailed benefits. Guests staying at Disney-owned and certain other hotels at Walt Disney World before Covid could avail themselves of Extra Magic Hours, during which hotel guests could enter certain theme parks early or stay at them later into the night.</p><p>Today, Disney offers early entry at all four of its Walt Disney World parks each day to hotel guests, but only for 30 minutes; before the pandemic, it offered an hour of early admission, but only every other day. Evening extended hours are now only available to visitors staying at the most-expensive “deluxe” tier of hotels.</p><p>Disney says some guests prefer the new arrangement.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27dc0d0d2ff25c603de836bbc848a3dd\" tg-width=\"1260\" tg-height=\"1008\" width=\"100%\" height=\"auto\"/><span>Room rates at some Disney World hotels have risen faster than inflation, according to an analysis for The Wall Street Journal.</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85f8a1d22a244c979764798bc617bbbd\" tg-width=\"1260\" tg-height=\"1008\" width=\"100%\" height=\"auto\"/><span>Disney World discontinued a free shuttle bus that took guests at its hotels to the Orlando airport.</span></p><p>Mariana Epperson, a 29-year-old mom from Kentucky who works as an account manager for a credit-ratings firm, spent part of her honeymoon at Disneyland, and Walt Disney World is the site of some of her final happy memories with her father, who died a few weeks after she took a trip there with her family in May.</p><p>“A lot of people will say, ‘Oh, I can go to Europe for cheaper,’ ” she said. “But Disney now holds the last really good memories of my dad, so for me it’s so important. I can always make more money.”</p><p>Even so, this summer, her husband told her he needed a break from the theme parks. They’ve visited Disney resorts six times since 2017, and the parks are getting way too expensive, she said. For their family vacation next year, they are thinking about a Disney cruise. Packages for three-night cruises from San Diego or Miami start at just over $1,000. An ocean-view cabin costs more. So do between-meal snacks and excursions ashore.</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>Disney's New Pricing Magic: More Profit From Fewer Park Visitors</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\">\nDisney's New Pricing Magic: More Profit From Fewer Park Visitors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-29 13:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a1c4cb6635c813100172f638ec1f4cfb\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/></p><p>Walt Disney used to call Disneyland his &#34;magic kingdom.&#34; These days, Walt Disney Co. has a new magic trick: wringing every last dollar out of each visitor to its profitable theme parks.</p><p>Over the past two years, as Florida&#39;s Walt Disney World Resort and Southern California&#39;s Disneyland Resort have emerged from the shadow of the coronavirus pandemic, the company has made a host of changes that have sent the cost of a visit to a Disney resort skyward.</p><p>The outcome is a bonanza for Disney: Even as the company limits the number of visitors and keeps attendance at its U.S. theme parks below prepandemic levels, they are generating record sales and profits.</p><p>The results reflect a major strategic shift on Disney&#39;s part, where the company is focused less on maximizing the quantity of visitors and more on increasing how much money each visitor spends, an approach the company refers to as yield management. Improving the visitor experience, the thinking goes, will prompt guests to spend more hours -- and therefore more money -- at the parks because they are having such a good time.</p><p>The biggest change in the past two years -- and the most lucrative for Disney -- is the introduction of a smartphone-app feature called Genie+ that costs $15 per person a day, on top of the price of admission, and allows parkgoers to skip the unreserved lines for some attractions, which the company refers to as &#34;standby.&#34; But Genie+ doesn&#39;t cover everything. To skip the standby lines at the most sought-after attractions, including some Star Wars and Guardians of the Galaxy-themed rides, reservations now cost an additional $10 to $17. Standby waits for popular attractions can last hours.</p><p>At the same time, many benefits that used to be free -- from parking for certain annual passholders to airport shuttles to MagicBand wristbands that serve as combination hotel-room keys and park passes -- have been eliminated or now come with a price. Disney has raised prices on hotel rooms, food and merchandise over the past year as inflation has climbed to record levels in the U.S.</p><p>Disney&#39;s theme-park pricing is determined by &#34;pure supply and demand,&#34; said a company spokeswoman. &#34;No different than airplanes, hotels or cruise ships.&#34;</p><p>In the quarter that ended Jan. 1, Disney&#39;s domestic parks set records in both quarterly revenue and operating income, then broke both of them six months later. For the quarter that ended July 2, the business unit that includes the theme parks also posted record revenue of $5.42 billion and record operating income of $1.65 billion.</p><p>Josh D&#39;Amaro, the chairman of Disney&#39;s parks, experiences and products division, said that the changes have given visitors more choice about how to spend their time and money at the parks, while at the same time making the parks &#34;extremely commercially successful.&#34;</p><p>In fiscal 2021, the first year that both of Disney&#39;s two main U.S. resorts had reopened following the worst of the coronavirus pandemic, attendance at Disney&#39;s U.S. parks fell by 17% compared with the previous year, the company reported, but per-capita spending by guests grew by 17%, or nearly three times the average annual growth rate during the previous decade. Disney doesn&#39;t disclose attendance for its theme parks.</p><p>At the same time, the changes driving the increases in revenue and profit have drawn the ire of what Disney calls &#34;legacy fans,&#34; or longtime parks loyalists, including annual passholders who feel they are being pushed to the side in favor of big-spending families taking once-a-year, or even a once-in-a-lifetime, vacations.</p><p>&#34;Disney has this love-hate relationship with annual passholders,&#34; said Len Testa, a computer scientist who runs Touring Plans, a travel company that offers apps to help visitors find deals and navigate their trips to Walt Disney World and publishes a popular guide to Disney theme parks.</p><p>On one hand, they provide a reliable source of revenue -- the investment bank UBS estimated early last year that annual passholders at Disneyland account for about one half of annual visits -- but on the other, annual passholders tend to spend less than other visitors per visit, Mr. Testa said.</p><p>A typical annual pass holder might ride only one ride during a visit, eat an ice cream cone and walk around for a few hours, taking up capacity that might otherwise be used by out-of-state visitors, Mr. Testa said.</p><p>&#34;Those people would have stayed all day,&#34; he said. &#34;They would have eaten multiple times in the restaurants, they may have stayed in the hotel. They would definitely be buying more merchandise.&#34;</p><p>Since its introduction in the fall of 2021, Genie+ has become an increasingly popular tool. About half of visitors to the parks pay for and use Genie+, Disney said in a recent conference call with Wall Street analysts. And of those who pay for Genie+, 70% say in post-visit surveys that they plan to do so again, Disney says.</p><p>Disney has stopped selling nearly all new annual passes to Disneyland and Walt Disney World and has done away with a host of free perks that annual passholders used to enjoy. Existing annual passholders can renew their passes, although earlier this month, the company raised the renewal price for its highest-tier annual passes to Disneyland by 14%, to $1,599 from $1,399, while at the same time introducing more blackout days when passholders can&#39;t visit, angering some of the park&#39;s most ardent fans.</p><p>The parks have grown considerably since Walt Disney World opened in 1971. Over the past decade, Disney has added rides based on popular franchises such as Star Wars, the Marvel Cinematic Universe, the Toy Story films and the 2009 film &#34;Avatar.&#34; A roller coaster at Magic Kingdom based on the Tron films is under construction.</p><p>The parks business has buoyed Disney&#39;s stock price and boosted financial results at a time when the company is losing billions on other businesses, like the popular but cost-heavy Disney+ streaming service.</p><p>Mr. D&#39;Amaro, the parks chief, is a 24-year veteran of the company who ran both Disneyland and Walt Disney World individually in previous roles.</p><p>He keeps a high profile with fans and employees, making frequent appearances at the parks outside of major events and posting about his visits on social media.</p><p>By contrast, his predecessor, Bob Chapek, who is now Disney&#39;s chief executive, walked the park grounds less frequently and wasn&#39;t as outgoing with visitors, according to Disney employees who worked under him.</p><p>On a recent, hourlong walk through Disneyland, Mr. D&#39;Amaro was stopped more than 20 times by visitors and cast members -- as Disney employees are known in company lingo -- who asked to take selfies with him and thanked him for his work. Mr. D&#39;Amaro has 144,000 followers on Instagram, where he posts pictures of himself inside the parks alongside costumed employees, riding roller coasters, brandishing lightsabers and eating soft-serve.</p><p>Mr. D&#39;Amaro said he&#39;s aware of the tension caused by rising prices and other changes, especially for annual passholders, but describes it as the inevitable result of progress, and insists that every change Disney has implemented at the parks is in service of improving visitors&#39; trips.</p><p>Other top Disney executives say the company is merely reacting to consumer behavior. &#34;Demand has not abated&#34; at the parks, Disney Chief Financial Officer Christine McCarthy told analysts in a conference call in August, explaining why the company wasn&#39;t considering opening up the parks to more days for annual passholders. The new reservation system has allowed the company to limit attendance without having to turn visitors away when the parks become overcrowded, as it occasionally did in previous years.</p><p>The company also points out that it offers frequent promotions, including discounted room rates at its hotels, packages that become more economical the more days a visitor spends at the park, and discounts for residents of Southern California and Florida.</p><p>Other theme-park operators are also reaping the benefits of increased guest spending. <a href=\"https://laohu8.com/S/SIX\">Six Flags Entertainment Corp</a>. and Cedar Fair LP, which operates Cedar Point in Ohio and Knott&#39;s Berry Farm in California, have both raised prices, while <a href=\"https://laohu8.com/S/SEAS\">SeaWorld Entertainment Inc.</a> implemented a 5% surcharge on food and beverages.</p><p>Sara Suvada, a Starbucks shift supervisor and barista from Auburn Hills, Mich., took her first trip to Walt Disney World in January, at the age of 42, along with her husband and 6-year-old daughter. She said the trip was the fulfillment of a fantasy from her childhood, when money was tight in her family.</p><p>The family spent around $5,000 -- most of it paid for by Ms. Suvada&#39;s in-laws -- on admission, meals and lodging at Disney&#39;s Saratoga Springs Resort. Ms. Suvada spent around $400 on souvenirs and concessions, while her husband told her he nearly maxed out his credit card on trinkets and snacks.</p><p>The memories made up for the price tag, though, she said. She cried when she saw Cinderella Castle for the first time. Her daughter loved riding the Space Mountain roller coaster and meeting her favorite princess, Tiana, from 2009&#39;s &#34;The Princess and the Frog.&#34; And the family savored tasting their first Dole Whip frozen treat. Ms. Suvada is already thinking about returning with her mother.</p><p>&#34;The memories are worth more than gold,&#34; she said. &#34;Even if I did suffer from overdraft fees once I got home, when the reality set in.&#34;</p><p>Some longtime fans who come to the park regularly, and aren&#39;t splurging on once-in-a-lifetime memories, complain about the new fees.</p><p>&#34;I just really resent the nickel-and-diming,&#34; said David Arone, a 50-year-old gym teacher and volleyball coach from Redondo Beach, Calif. Mr. Arone has been a Disneyland annual pass holder for five years, and says he visits the park more than 100 times a year, primarily because it reminds him of his best childhood friend, a Disney superfan who died of a heart attack in 2013.</p><p>“I know it sounds hokey, but every time I go, I feel like he’s there with me,” Mr. Arone said of his friend. Most visits, he doesn’t ride any attractions at all. Instead, he just walks around for a few hours, eats ice cream, watches fireworks and reminisces about visiting the park with his late friend.</p><p>But he chafes at recent changes. Previously, he could stop by Disneyland for a few hours after work any day he wanted. Now he can’t go on the growing number of blackout days for annual passholders.</p><p>On a recent visit, Mr. Arone sported a homemade T-shirt with the words “Chapek Killed The Magic” on it — a reference to Mr. Chapek, the CEO, who he blames for rising prices and other changes.</p><p>The company said annual passholders like Mr. Arone “are amongst our most special guests.”</p><p>This month, the company reported that ticket-price increases were offset by an “unfavorable attendance mix” at Disneyland, which many fans interpreted as a reference to annual passholders who typically spend less per visit than individual ticket-buyers. Fans recently started posting pictures of themselves at the parks on social media, wearing T-shirts reading “Unfavorable” in protest.</p><p>Disney said that “unfavorable mix” is financial parlance meant for investors, and “not a consumer term.”</p><p>In 2021, a Disneyland annual pass holder sued Disney, alleging that the company engaged in deceptive practices by artificially limiting how many of them could visit the park on certain days. In May, a U.S. District Court judge in California ruled that the suit could go forward. The plaintiff has said she is seeking class-action certification.</p><p>Even some customers who come on special annual visits say they are getting fed up with rising prices.</p><p>Renea Warren has made the pilgrimage to Walt Disney World nearly every year since 2001. But after tallying up the costs of this year’s vacation, the retail executive and mother of one said she has had enough.</p><p>On a nine-day family trip to Florida in late July with her mother and daughter, Ms. Warren tried to save money by spending just two days at Disney theme parks, instead of the usual four. Despite the family’s efforts, visits to Magic Kingdom and Epcot blew up their budget. Park passes set them back more than $800; food was about $200; and they dropped $300 on souvenirs.</p><p>Since Ms. Warren, who lives in Benton Harbor, Mich., owns a timeshare about 20 minutes’ drive from Walt Disney World, her family will likely return to central Florida next year, but they’ll consider rival attractions at Universal Studios Florida and SeaWorld, she said. Returning to Disney every year is no longer an option.</p><p>“Because of the astronomical expenses, I definitely think the magic is being taken away,” she said.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddece4dde7a12f3dd97f5c7acc2ea5f5\" tg-width=\"700\" tg-height=\"560\" width=\"100%\" height=\"auto\"/><span>Out-of-town tourists tend to dine more at Disneyland and Walt Disney World restaurants than annual passholders.</span></p><p>The Genie+ app feature replaced a system known as FastPass that used to come free with any ticket sold at Disneyland or Walt Disney World. The new service—along with a free version, known simply as Genie—does more than make Disney money: It also helps the parks’ operators direct traffic and spread people around the parks more evenly, to reduce waiting times overall, and upsell visitors by offering them promotions on food, merchandise and ride-reservation fees.</p><p>Each park has an operation center with a “heat map” that tracks where Genie+ users are in the parks using GPS technology. Park operators can direct traffic using the app by notifying visitors where the shortest lines are and offering food and merchandise promotions to cajole them to other areas.</p><p>“If I’m seeing too much activity on the west side, I’m able to spread where I direct people to the east side,” Mr. D’Amaro said. “Our attractions will be load-balanced better, and lines will be shorter, and what that means is the experience will be better.”</p><p>In an analysis for The Wall Street Journal, Touring Plans analyzed room prices, including taxes, at three popular Walt Disney World hotels over the past decade, and found increases that far outpaced inflation, which in July hit a record high of 9.1%.</p><p>At Pop Century, a “value” hotel at the Orlando resort, the cheapest room rate rose to $168 this year from $95 in 2013. At the deluxe Animal Kingdom Lodge, a standard room now costs as much as $790 a night, versus up to $486 a decade ago.</p><p>Prices for tickets and certain food items have also climbed faster than inflation over the past decade, the Touring Plans analysis found. Disney fan blogs have noted that classic purchases at Disney parks, including the pineapple Dole Whip frozen treat ($5.99 last year, $6.99 this year at some locations) and studded Mickey Mouse-ears headbands ($29.99 last summer, now $39.99) are quickly getting costlier, outpacing inflation.</p><p>In other cases, Disney has curtailed benefits. Guests staying at Disney-owned and certain other hotels at Walt Disney World before Covid could avail themselves of Extra Magic Hours, during which hotel guests could enter certain theme parks early or stay at them later into the night.</p><p>Today, Disney offers early entry at all four of its Walt Disney World parks each day to hotel guests, but only for 30 minutes; before the pandemic, it offered an hour of early admission, but only every other day. Evening extended hours are now only available to visitors staying at the most-expensive “deluxe” tier of hotels.</p><p>Disney says some guests prefer the new arrangement.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27dc0d0d2ff25c603de836bbc848a3dd\" tg-width=\"1260\" tg-height=\"1008\" width=\"100%\" height=\"auto\"/><span>Room rates at some Disney World hotels have risen faster than inflation, according to an analysis for The Wall Street Journal.</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85f8a1d22a244c979764798bc617bbbd\" tg-width=\"1260\" tg-height=\"1008\" width=\"100%\" height=\"auto\"/><span>Disney World discontinued a free shuttle bus that took guests at its hotels to the Orlando airport.</span></p><p>Mariana Epperson, a 29-year-old mom from Kentucky who works as an account manager for a credit-ratings firm, spent part of her honeymoon at Disneyland, and Walt Disney World is the site of some of her final happy memories with her father, who died a few weeks after she took a trip there with her family in May.</p><p>“A lot of people will say, ‘Oh, I can go to Europe for cheaper,’ ” she said. “But Disney now holds the last really good memories of my dad, so for me it’s so important. I can always make more money.”</p><p>Even so, this summer, her husband told her he needed a break from the theme parks. They’ve visited Disney resorts six times since 2017, and the parks are getting way too expensive, she said. For their family vacation next year, they are thinking about a Disney cruise. Packages for three-night cruises from San Diego or Miami start at just over $1,000. An ocean-view cabin costs more. So do between-meal snacks and excursions ashore.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4532":"文艺复兴科技持仓","BK4561":"索罗斯持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼","NGD":"New Gold","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4570":"地缘局势概念股","BK4017":"黄金","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262118651","content_text":"Walt Disney used to call Disneyland his \"magic kingdom.\" These days, Walt Disney Co. has a new magic trick: wringing every last dollar out of each visitor to its profitable theme parks.Over the past two years, as Florida's Walt Disney World Resort and Southern California's Disneyland Resort have emerged from the shadow of the coronavirus pandemic, the company has made a host of changes that have sent the cost of a visit to a Disney resort skyward.The outcome is a bonanza for Disney: Even as the company limits the number of visitors and keeps attendance at its U.S. theme parks below prepandemic levels, they are generating record sales and profits.The results reflect a major strategic shift on Disney's part, where the company is focused less on maximizing the quantity of visitors and more on increasing how much money each visitor spends, an approach the company refers to as yield management. Improving the visitor experience, the thinking goes, will prompt guests to spend more hours -- and therefore more money -- at the parks because they are having such a good time.The biggest change in the past two years -- and the most lucrative for Disney -- is the introduction of a smartphone-app feature called Genie+ that costs $15 per person a day, on top of the price of admission, and allows parkgoers to skip the unreserved lines for some attractions, which the company refers to as \"standby.\" But Genie+ doesn't cover everything. To skip the standby lines at the most sought-after attractions, including some Star Wars and Guardians of the Galaxy-themed rides, reservations now cost an additional $10 to $17. Standby waits for popular attractions can last hours.At the same time, many benefits that used to be free -- from parking for certain annual passholders to airport shuttles to MagicBand wristbands that serve as combination hotel-room keys and park passes -- have been eliminated or now come with a price. Disney has raised prices on hotel rooms, food and merchandise over the past year as inflation has climbed to record levels in the U.S.Disney's theme-park pricing is determined by \"pure supply and demand,\" said a company spokeswoman. \"No different than airplanes, hotels or cruise ships.\"In the quarter that ended Jan. 1, Disney's domestic parks set records in both quarterly revenue and operating income, then broke both of them six months later. For the quarter that ended July 2, the business unit that includes the theme parks also posted record revenue of $5.42 billion and record operating income of $1.65 billion.Josh D'Amaro, the chairman of Disney's parks, experiences and products division, said that the changes have given visitors more choice about how to spend their time and money at the parks, while at the same time making the parks \"extremely commercially successful.\"In fiscal 2021, the first year that both of Disney's two main U.S. resorts had reopened following the worst of the coronavirus pandemic, attendance at Disney's U.S. parks fell by 17% compared with the previous year, the company reported, but per-capita spending by guests grew by 17%, or nearly three times the average annual growth rate during the previous decade. Disney doesn't disclose attendance for its theme parks.At the same time, the changes driving the increases in revenue and profit have drawn the ire of what Disney calls \"legacy fans,\" or longtime parks loyalists, including annual passholders who feel they are being pushed to the side in favor of big-spending families taking once-a-year, or even a once-in-a-lifetime, vacations.\"Disney has this love-hate relationship with annual passholders,\" said Len Testa, a computer scientist who runs Touring Plans, a travel company that offers apps to help visitors find deals and navigate their trips to Walt Disney World and publishes a popular guide to Disney theme parks.On one hand, they provide a reliable source of revenue -- the investment bank UBS estimated early last year that annual passholders at Disneyland account for about one half of annual visits -- but on the other, annual passholders tend to spend less than other visitors per visit, Mr. Testa said.A typical annual pass holder might ride only one ride during a visit, eat an ice cream cone and walk around for a few hours, taking up capacity that might otherwise be used by out-of-state visitors, Mr. Testa said.\"Those people would have stayed all day,\" he said. \"They would have eaten multiple times in the restaurants, they may have stayed in the hotel. They would definitely be buying more merchandise.\"Since its introduction in the fall of 2021, Genie+ has become an increasingly popular tool. About half of visitors to the parks pay for and use Genie+, Disney said in a recent conference call with Wall Street analysts. And of those who pay for Genie+, 70% say in post-visit surveys that they plan to do so again, Disney says.Disney has stopped selling nearly all new annual passes to Disneyland and Walt Disney World and has done away with a host of free perks that annual passholders used to enjoy. Existing annual passholders can renew their passes, although earlier this month, the company raised the renewal price for its highest-tier annual passes to Disneyland by 14%, to $1,599 from $1,399, while at the same time introducing more blackout days when passholders can't visit, angering some of the park's most ardent fans.The parks have grown considerably since Walt Disney World opened in 1971. Over the past decade, Disney has added rides based on popular franchises such as Star Wars, the Marvel Cinematic Universe, the Toy Story films and the 2009 film \"Avatar.\" A roller coaster at Magic Kingdom based on the Tron films is under construction.The parks business has buoyed Disney's stock price and boosted financial results at a time when the company is losing billions on other businesses, like the popular but cost-heavy Disney+ streaming service.Mr. D'Amaro, the parks chief, is a 24-year veteran of the company who ran both Disneyland and Walt Disney World individually in previous roles.He keeps a high profile with fans and employees, making frequent appearances at the parks outside of major events and posting about his visits on social media.By contrast, his predecessor, Bob Chapek, who is now Disney's chief executive, walked the park grounds less frequently and wasn't as outgoing with visitors, according to Disney employees who worked under him.On a recent, hourlong walk through Disneyland, Mr. D'Amaro was stopped more than 20 times by visitors and cast members -- as Disney employees are known in company lingo -- who asked to take selfies with him and thanked him for his work. Mr. D'Amaro has 144,000 followers on Instagram, where he posts pictures of himself inside the parks alongside costumed employees, riding roller coasters, brandishing lightsabers and eating soft-serve.Mr. D'Amaro said he's aware of the tension caused by rising prices and other changes, especially for annual passholders, but describes it as the inevitable result of progress, and insists that every change Disney has implemented at the parks is in service of improving visitors' trips.Other top Disney executives say the company is merely reacting to consumer behavior. \"Demand has not abated\" at the parks, Disney Chief Financial Officer Christine McCarthy told analysts in a conference call in August, explaining why the company wasn't considering opening up the parks to more days for annual passholders. The new reservation system has allowed the company to limit attendance without having to turn visitors away when the parks become overcrowded, as it occasionally did in previous years.The company also points out that it offers frequent promotions, including discounted room rates at its hotels, packages that become more economical the more days a visitor spends at the park, and discounts for residents of Southern California and Florida.Other theme-park operators are also reaping the benefits of increased guest spending. Six Flags Entertainment Corp. and Cedar Fair LP, which operates Cedar Point in Ohio and Knott's Berry Farm in California, have both raised prices, while SeaWorld Entertainment Inc. implemented a 5% surcharge on food and beverages.Sara Suvada, a Starbucks shift supervisor and barista from Auburn Hills, Mich., took her first trip to Walt Disney World in January, at the age of 42, along with her husband and 6-year-old daughter. She said the trip was the fulfillment of a fantasy from her childhood, when money was tight in her family.The family spent around $5,000 -- most of it paid for by Ms. Suvada's in-laws -- on admission, meals and lodging at Disney's Saratoga Springs Resort. Ms. Suvada spent around $400 on souvenirs and concessions, while her husband told her he nearly maxed out his credit card on trinkets and snacks.The memories made up for the price tag, though, she said. She cried when she saw Cinderella Castle for the first time. Her daughter loved riding the Space Mountain roller coaster and meeting her favorite princess, Tiana, from 2009's \"The Princess and the Frog.\" And the family savored tasting their first Dole Whip frozen treat. Ms. Suvada is already thinking about returning with her mother.\"The memories are worth more than gold,\" she said. \"Even if I did suffer from overdraft fees once I got home, when the reality set in.\"Some longtime fans who come to the park regularly, and aren't splurging on once-in-a-lifetime memories, complain about the new fees.\"I just really resent the nickel-and-diming,\" said David Arone, a 50-year-old gym teacher and volleyball coach from Redondo Beach, Calif. Mr. Arone has been a Disneyland annual pass holder for five years, and says he visits the park more than 100 times a year, primarily because it reminds him of his best childhood friend, a Disney superfan who died of a heart attack in 2013.“I know it sounds hokey, but every time I go, I feel like he’s there with me,” Mr. Arone said of his friend. Most visits, he doesn’t ride any attractions at all. Instead, he just walks around for a few hours, eats ice cream, watches fireworks and reminisces about visiting the park with his late friend.But he chafes at recent changes. Previously, he could stop by Disneyland for a few hours after work any day he wanted. Now he can’t go on the growing number of blackout days for annual passholders.On a recent visit, Mr. Arone sported a homemade T-shirt with the words “Chapek Killed The Magic” on it — a reference to Mr. Chapek, the CEO, who he blames for rising prices and other changes.The company said annual passholders like Mr. Arone “are amongst our most special guests.”This month, the company reported that ticket-price increases were offset by an “unfavorable attendance mix” at Disneyland, which many fans interpreted as a reference to annual passholders who typically spend less per visit than individual ticket-buyers. Fans recently started posting pictures of themselves at the parks on social media, wearing T-shirts reading “Unfavorable” in protest.Disney said that “unfavorable mix” is financial parlance meant for investors, and “not a consumer term.”In 2021, a Disneyland annual pass holder sued Disney, alleging that the company engaged in deceptive practices by artificially limiting how many of them could visit the park on certain days. In May, a U.S. District Court judge in California ruled that the suit could go forward. The plaintiff has said she is seeking class-action certification.Even some customers who come on special annual visits say they are getting fed up with rising prices.Renea Warren has made the pilgrimage to Walt Disney World nearly every year since 2001. But after tallying up the costs of this year’s vacation, the retail executive and mother of one said she has had enough.On a nine-day family trip to Florida in late July with her mother and daughter, Ms. Warren tried to save money by spending just two days at Disney theme parks, instead of the usual four. Despite the family’s efforts, visits to Magic Kingdom and Epcot blew up their budget. Park passes set them back more than $800; food was about $200; and they dropped $300 on souvenirs.Since Ms. Warren, who lives in Benton Harbor, Mich., owns a timeshare about 20 minutes’ drive from Walt Disney World, her family will likely return to central Florida next year, but they’ll consider rival attractions at Universal Studios Florida and SeaWorld, she said. Returning to Disney every year is no longer an option.“Because of the astronomical expenses, I definitely think the magic is being taken away,” she said.Out-of-town tourists tend to dine more at Disneyland and Walt Disney World restaurants than annual passholders.The Genie+ app feature replaced a system known as FastPass that used to come free with any ticket sold at Disneyland or Walt Disney World. The new service—along with a free version, known simply as Genie—does more than make Disney money: It also helps the parks’ operators direct traffic and spread people around the parks more evenly, to reduce waiting times overall, and upsell visitors by offering them promotions on food, merchandise and ride-reservation fees.Each park has an operation center with a “heat map” that tracks where Genie+ users are in the parks using GPS technology. Park operators can direct traffic using the app by notifying visitors where the shortest lines are and offering food and merchandise promotions to cajole them to other areas.“If I’m seeing too much activity on the west side, I’m able to spread where I direct people to the east side,” Mr. D’Amaro said. “Our attractions will be load-balanced better, and lines will be shorter, and what that means is the experience will be better.”In an analysis for The Wall Street Journal, Touring Plans analyzed room prices, including taxes, at three popular Walt Disney World hotels over the past decade, and found increases that far outpaced inflation, which in July hit a record high of 9.1%.At Pop Century, a “value” hotel at the Orlando resort, the cheapest room rate rose to $168 this year from $95 in 2013. At the deluxe Animal Kingdom Lodge, a standard room now costs as much as $790 a night, versus up to $486 a decade ago.Prices for tickets and certain food items have also climbed faster than inflation over the past decade, the Touring Plans analysis found. Disney fan blogs have noted that classic purchases at Disney parks, including the pineapple Dole Whip frozen treat ($5.99 last year, $6.99 this year at some locations) and studded Mickey Mouse-ears headbands ($29.99 last summer, now $39.99) are quickly getting costlier, outpacing inflation.In other cases, Disney has curtailed benefits. Guests staying at Disney-owned and certain other hotels at Walt Disney World before Covid could avail themselves of Extra Magic Hours, during which hotel guests could enter certain theme parks early or stay at them later into the night.Today, Disney offers early entry at all four of its Walt Disney World parks each day to hotel guests, but only for 30 minutes; before the pandemic, it offered an hour of early admission, but only every other day. Evening extended hours are now only available to visitors staying at the most-expensive “deluxe” tier of hotels.Disney says some guests prefer the new arrangement.Room rates at some Disney World hotels have risen faster than inflation, according to an analysis for The Wall Street Journal.Disney World discontinued a free shuttle bus that took guests at its hotels to the Orlando airport.Mariana Epperson, a 29-year-old mom from Kentucky who works as an account manager for a credit-ratings firm, spent part of her honeymoon at Disneyland, and Walt Disney World is the site of some of her final happy memories with her father, who died a few weeks after she took a trip there with her family in May.“A lot of people will say, ‘Oh, I can go to Europe for cheaper,’ ” she said. “But Disney now holds the last really good memories of my dad, so for me it’s so important. I can always make more money.”Even so, this summer, her husband told her he needed a break from the theme parks. They’ve visited Disney resorts six times since 2017, and the parks are getting way too expensive, she said. For their family vacation next year, they are thinking about a Disney cruise. Packages for three-night cruises from San Diego or Miami start at just over $1,000. An ocean-view cabin costs more. So do between-meal snacks and excursions ashore.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994638857,"gmtCreate":1661619523282,"gmtModify":1676536550277,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566524239552357","idStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994638857","repostId":"1145230290","repostType":4,"repost":{"id":"1145230290","kind":"news","pubTimestamp":1661577025,"share":"https://ttm.financial/m/news/1145230290?lang=&edition=fundamental","pubTime":"2022-08-27 13:10","market":"us","language":"en","title":"NIO Concludes Internal Review of Seller Report; Street Says Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1145230290","media":"TipRanks","summary":"Shares of the company are up ~8% over the past five days, and analysts are seeing a further 62.4% upside based on a Strong Buy consensus rating and an averageNIO stock price targetof $33.04. Deutsche Bank’sEdison Yuis even more optimistic about NIO with a Buy rating and a price target of $45, which points to a massive 120.5% potential upside. The analyst feels the market is yet to fully take cognizance of NIO’s expanding global footprint.Closing Thoughts – NIO Stock is Starting to Emerging from ","content":"<div>\n<p>Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7....</p>\n\n<a href=\"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>NIO Concludes Internal Review of Seller Report; Street Says Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Concludes Internal Review of Seller Report; Street Says Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7....</p>\n\n<a href=\"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://www.tipranks.com/news/nio-nysenio-concludes-internal-review-of-seller-report-street-says-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145230290","content_text":"Story HighlightsNIO has concluded the internal review of the allegations made by short-seller Grizzly Research. Analysts, in the meantime, are screaming Buy ahead of its Q2 numbers on September 7.Smart EV maker NIO Inc.  has provided an update on its independent internal review of the allegations made by short-seller Grizzly Research in June about the company exaggerating its numbers. In response, NIO had set up an independent committee of its Board of directors to review the allegations. The committee had also roped in an international law firm and a forensic accounting firm to assist in the process.The review is now “substantially” complete, and the committee has “concluded that these allegations were not substantiated.”When Do NIO Earnings Come Out?In another development, NIO is set to report its second-quarter numbers before the market opens on September 7. The Street expects NIO to report a net loss per share of $0.17 for the period.In the last eight quarters, NIO has failed to surpass consensus estimates only three times. In the comparable year-ago period, it reported a net loss per share of $0.06 versus the analysts’ expectations of a net loss per share of $0.09.Furthermore, the company is gearing up to hit the Chinese market with its ES7 SUV and the European market with its ET7 electric sedan. The vehicle deliveries in Europe could potentially boost NIO’s numbers in the fourth quarter.Is NIO Stock a Buy?Shares of the company are up ~8% over the past five days, and analysts are seeing a further 62.4% upside based on a Strong Buy consensus rating and an averageNIO stock price targetof $33.04. Deutsche Bank’sEdison Yuis even more optimistic about NIO with a Buy rating and a price target of $45, which points to a massive 120.5% potential upside. The analyst feels the market is yet to fully take cognizance of NIO’s expanding global footprint.Closing Thoughts – NIO Stock is Starting to Emerging from ChallengesNIO is beginning to emerge from challenges such as the severe COVID-19 lockdown and supply-chain bottlenecks. The findings of the internal review should help shore up investor confidence after the short seller report. All eyes will now be on the quarterly numbers on September 7.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":356436299,"gmtCreate":1616805327311,"gmtModify":1704799202981,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"More travellers to use Airbnb soon","listText":"More travellers to use Airbnb soon","text":"More travellers to use Airbnb soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/356436299","repostId":"2122772444","repostType":4,"repost":{"id":"2122772444","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1616769609,"share":"https://ttm.financial/m/news/2122772444?lang=&edition=fundamental","pubTime":"2021-03-26 22:40","market":"us","language":"en","title":"Airbnb supply gets a boost as vacationers prefer remote stays - AirDNA","url":"https://stock-news.laohu8.com/highlight/detail?id=2122772444","media":"Reuters","summary":"March 26 (Reuters) - U.S. home rental company Airbnb Inc’s supply more than doubled over the past fo","content":"<p>March 26 (Reuters) - U.S. home rental company Airbnb Inc’s supply more than doubled over the past four years, while surpassing some of the traditional hotel chains combined, data from analytics firm AirDNA showed on Friday.</p>\n<p>The relative appeal for short-term rentals with larger living space and their location in remote destinations proved vital for Airbnb during the COVID-19 pandemic, allowing it to perform better than traditional forms of lodging over the last year, AirDNA said.</p>\n<p>Airbnb’s global active listings increased by 2.5% as of February 2021, compared with a year earlier, according to the firm.</p>\n<p>Globally, there were over 5.4 million active listings on Airbnb, with more units available for rent than the combined total of 3.3 million units at hotel chains Marriott, Hilton, and IHG, AirDNA said.</p>\n<p>Airbnb had a supply of 2.3 million units at the beginning of 2017.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb supply gets a boost as vacationers prefer remote stays - AirDNA</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\">\nAirbnb supply gets a boost as vacationers prefer remote stays - AirDNA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-26 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 26 (Reuters) - U.S. home rental company Airbnb Inc’s supply more than doubled over the past four years, while surpassing some of the traditional hotel chains combined, data from analytics firm AirDNA showed on Friday.</p>\n<p>The relative appeal for short-term rentals with larger living space and their location in remote destinations proved vital for Airbnb during the COVID-19 pandemic, allowing it to perform better than traditional forms of lodging over the last year, AirDNA said.</p>\n<p>Airbnb’s global active listings increased by 2.5% as of February 2021, compared with a year earlier, according to the firm.</p>\n<p>Globally, there were over 5.4 million active listings on Airbnb, with more units available for rent than the combined total of 3.3 million units at hotel chains Marriott, Hilton, and IHG, AirDNA said.</p>\n<p>Airbnb had a supply of 2.3 million units at the beginning of 2017.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HLT":"希尔顿酒店","MAR":"万豪酒店","ABNB":"爱彼迎"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122772444","content_text":"March 26 (Reuters) - U.S. home rental company Airbnb Inc’s supply more than doubled over the past four years, while surpassing some of the traditional hotel chains combined, data from analytics firm AirDNA showed on Friday.\nThe relative appeal for short-term rentals with larger living space and their location in remote destinations proved vital for Airbnb during the COVID-19 pandemic, allowing it to perform better than traditional forms of lodging over the last year, AirDNA said.\nAirbnb’s global active listings increased by 2.5% as of February 2021, compared with a year earlier, according to the firm.\nGlobally, there were over 5.4 million active listings on Airbnb, with more units available for rent than the combined total of 3.3 million units at hotel chains Marriott, Hilton, and IHG, AirDNA said.\nAirbnb had a supply of 2.3 million units at the beginning of 2017.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274456312602920,"gmtCreate":1708043887131,"gmtModify":1708043892150,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;","text":"$Meta Platforms, Inc.(META)$","images":[{"img":"https://community-static.tradeup.com/news/e8590151003aa2682bd86313d0c68069","width":"1044","height":"1683"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274456312602920","isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174784824,"gmtCreate":1627140228068,"gmtModify":1703484740291,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Nio for long term investment&nbsp;","listText":"Nio for long term investment&nbsp;","text":"Nio for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/174784824","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV 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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586588423230446","authorId":"3586588423230446","name":"Takiho","avatar":"https://static.tigerbbs.com/9c71ba836ffdebd7c9d6c75d4b188cd8","crmLevel":5,"crmLevelSwitch":0,"idStr":"3586588423230446","authorIdStr":"3586588423230446"},"content":"Yes seems likey to corner the market unless aNother technology Creeps up.","text":"Yes seems likey to corner the market unless aNother technology Creeps up.","html":"Yes seems likey to corner the market unless aNother technology Creeps up."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012956039,"gmtCreate":1649283431402,"gmtModify":1676534481840,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012956039","repostId":"1152483810","repostType":4,"repost":{"id":"1152483810","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649253676,"share":"https://ttm.financial/m/news/1152483810?lang=&edition=fundamental","pubTime":"2022-04-06 22:01","market":"us","language":"en","title":"Mega-cap Growth Stocks Fell in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1152483810","media":"Tiger Newspress","summary":"$Apple(AAPL)$, $Tesla(TSLA)$, $Amazon(AMZN)$, $Microsoft(MSFT)$, $AMD(AMD)$ and $Meta(CASH)$ Platforms dropped between 2% and 5%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platforms dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b2d79aa3d44d50cf9d3523a8b22d9d03\" tg-width=\"435\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></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>Mega-cap Growth Stocks Fell in Morning Trading</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\">\nMega-cap Growth Stocks Fell in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-06 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and <a href=\"https://laohu8.com/S/CASH\">Meta</a> Platforms dropped between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b2d79aa3d44d50cf9d3523a8b22d9d03\" tg-width=\"435\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","BK4141":"半导体产品","AMZN":"亚马逊","BK4122":"互联网与直销零售","MSFT":"微软","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司","CASH":"米塔金融","GFS":"GLOBALFOUNDRIES Inc.","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152483810","content_text":"Apple, Tesla, Amazon, Microsoft, AMD and Meta Platforms dropped between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355795890,"gmtCreate":1617102882110,"gmtModify":1704802001987,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"I believe that the new CEO will help to make the company better","listText":"I believe that the new CEO will help to make the company better","text":"I believe that the new CEO will help to make the company better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/355795890","repostId":"2123992712","repostType":2,"repost":{"id":"2123992712","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1617101760,"share":"https://ttm.financial/m/news/2123992712?lang=&edition=fundamental","pubTime":"2021-03-30 18:56","market":"hk","language":"en","title":"GameStop names Amazon exec Elliot Wilke chief growth officer, adds two former Chewy's managers to roster","url":"https://stock-news.laohu8.com/highlight/detail?id=2123992712","media":"Dow Jones","summary":"Videogame retailer GameStop Corp. $(GME)$ said Tuesday it has appointed former Amazon executive Elli","content":"<p>Videogame retailer GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> said Tuesday it has appointed former Amazon executive Elliott Wilke to the role of chief growth officer effective April 5.</p><p>Wilke has held a range of roles at Amazon in branding, consumer goods and e-commerce, in segments including Amazon Fresh, Prime Pantry and Worldwide Private Brands. He also spent more than a decade at consumer goods giant Procter &amp; Gamble <a href=\"https://laohu8.com/S/PG\">$(PG)$</a>.</p><p>\"At GameStop, Mr. Wilke will oversee growth strategies and marketing, with a focus on increasing customer loyalty and growing the reach of Power Up Rewards and Game Informer,\" the company said in a statement.</p><p>GameStop also named Andrea Wolfe vice president of brand development.</p><p>Wolfe was previously Chewy's vice president of marketing. GameStop named Tom Petersen vice president of merchandising, the role he previously served at Chewy's. The pair will join Ryan Cohen, Chewy founder, who joined the GameStop board late last year.</p><p>GameStop shares were up 3.7% premarket and have gained more than 860% in the year to date, after being caught up in a trading frenzy fueled by an investor group on Reddit. The S&amp;P 500  has gained 6% in the year to date.</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop names Amazon exec Elliot Wilke chief growth officer, adds two former Chewy's managers to roster</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\">\nGameStop names Amazon exec Elliot Wilke chief growth officer, adds two former Chewy's managers to roster\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\">2021-03-30 18:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Videogame retailer GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a> said Tuesday it has appointed former Amazon executive Elliott Wilke to the role of chief growth officer effective April 5.</p><p>Wilke has held a range of roles at Amazon in branding, consumer goods and e-commerce, in segments including Amazon Fresh, Prime Pantry and Worldwide Private Brands. He also spent more than a decade at consumer goods giant Procter &amp; Gamble <a href=\"https://laohu8.com/S/PG\">$(PG)$</a>.</p><p>\"At GameStop, Mr. Wilke will oversee growth strategies and marketing, with a focus on increasing customer loyalty and growing the reach of Power Up Rewards and Game Informer,\" the company said in a statement.</p><p>GameStop also named Andrea Wolfe vice president of brand development.</p><p>Wolfe was previously Chewy's vice president of marketing. GameStop named Tom Petersen vice president of merchandising, the role he previously served at Chewy's. The pair will join Ryan Cohen, Chewy founder, who joined the GameStop board late last year.</p><p>GameStop shares were up 3.7% premarket and have gained more than 860% in the year to date, after being caught up in a trading frenzy fueled by an investor group on Reddit. The S&amp;P 500  has gained 6% in the year to date.</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c93da0dbf32abd71a566d9c13e226f5d","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","GME":"游戏驿站","AMZN":"亚马逊","09086":"华夏纳指-U","03086":"华夏纳指","PG":"宝洁"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123992712","content_text":"Videogame retailer GameStop Corp. $(GME)$ said Tuesday it has appointed former Amazon executive Elliott Wilke to the role of chief growth officer effective April 5.Wilke has held a range of roles at Amazon in branding, consumer goods and e-commerce, in segments including Amazon Fresh, Prime Pantry and Worldwide Private Brands. He also spent more than a decade at consumer goods giant Procter & Gamble $(PG)$.\"At GameStop, Mr. Wilke will oversee growth strategies and marketing, with a focus on increasing customer loyalty and growing the reach of Power Up Rewards and Game Informer,\" the company said in a statement.GameStop also named Andrea Wolfe vice president of brand development.Wolfe was previously Chewy's vice president of marketing. GameStop named Tom Petersen vice president of merchandising, the role he previously served at Chewy's. The pair will join Ryan Cohen, Chewy founder, who joined the GameStop board late last year.GameStop shares were up 3.7% premarket and have gained more than 860% in the year to date, after being caught up in a trading frenzy fueled by an investor group on Reddit. The S&P 500  has gained 6% in the year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"content":"I have same thought","text":"I have same thought","html":"I have same thought"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375528500,"gmtCreate":1619365168300,"gmtModify":1704722890573,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Value company for long term investment&nbsp;","listText":"Value company for long term investment&nbsp;","text":"Value company for long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/375528500","repostId":"2129680033","repostType":4,"repost":{"id":"2129680033","kind":"highlight","pubTimestamp":1619338263,"share":"https://ttm.financial/m/news/2129680033?lang=&edition=fundamental","pubTime":"2021-04-25 16:11","market":"us","language":"en","title":"Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way","url":"https://stock-news.laohu8.com/highlight/detail?id=2129680033","media":"MarketWatch","summary":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could ge","content":"<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3de8d4d6e2f179b5f904720051de74\" tg-width=\"1260\" tg-height=\"840\"><span>Apple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images</span></p>\n<p>After posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.</p>\n<p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.</p>\n<p>\"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.</p>\n<p>Though Apple shares have nearly doubled in the past year, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .</p>\n<p>Apple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.</p>\n<p>She also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.</p>\n<p>Apple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.</p>\n<p>\"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.</p>\n<p>Rakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.</p>\n<p>The company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.</p>\n<p>\"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.</p>\n<p>Apple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.</p>\n<p><b>What to expect</b></p>\n<p>Earnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.</p>\n<p>Revenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.</p>\n<p>Stock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.</p>\n<p>Of the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.</p>\n<p>The company could be more insulated than others from the continuing chip shortage given \"its status as <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.</p>\n<p>Daryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.</p>\n<p>Wells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.</p>\n<p>Outside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.</p>\n<p>\"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.</p>\n<p>Morgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.</p>\n<p>\"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.</p>\n<p>Huberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.</p>\n<p>Apple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s business is roaring, and investors are about to find out how much of that cash is coming their way</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’s business is roaring, and investors are about to find out how much of that cash is coming their way\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 16:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year\nApple's ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apples-business-is-roaring-and-investors-are-about-to-find-out-how-much-of-that-cash-is-coming-their-way-11619194933?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129680033","content_text":"Apple earnings preview: After 'more modest' dividend increases in the past two years, Apple could get back to double-digit dividend growth when it details investor-return plans for the year\nApple's iPad and Mac momentum may have \"accelerated\" in the latest quarter, analyst argues. AFP/Getty Images\nAfter posting record sales and profits in its latest fiscal year, Apple Inc. is expected to show how much of its financial success will get delivered back to shareholders this year.\nApple $(AAPL)$ is expected to increase its dividend and authorize further stock buybacks when it announces fiscal second-quarter earnings Wednesday, part of the company's continued focus on returning money to shareholders as it aims to reduce its sizable cash pile. The company typically makes updates to its capital-return program alongside its March-quarter report, and the coming announcement could be a driver of Apple's post-earnings stock momentum.\n\"We think Apple's capital return update could be the most incremental consideration coming out of Apple's upcoming F2Q21 results,\" Wells Fargo analyst Aaron Rakers wrote.\nThough Apple shares have nearly doubled in the past year, Morgan Stanley's Katy Huberty anticipates that the company will remain aggressive with its buybacks. She predicts that the company could add $60 billion to its buyback authorization this quarter, compared with the $50 billion increase that Apple approved a year ago .\nApple's pace of repurchases is unlikely to \"materially slow\" in the next 12 to 18 months, Huberty argued, as she projected that the company could buy back $18 billion worth of its stock each quarter until the end of fiscal 2022. That would reduce the number of shares outstanding by about 3% and leave Apple with a net-cash position of about $75 billion.\nShe also projects a 10% increase in Apple's dividend, which would bring the annual payout to 90 cents a share.\nApple's dividend announcement could be a bigger driver of stock performance than the buyback plans, Wells Fargo's Rakers suggested. He thinks Apple could raise its dividend by at least 10%, an increase that would mark the highest annual hike since Apple's 16% bump in 2018 and stand in comparison to the \"more modest\" increases of 5.5% and 6.5% that Apple delivered in 2019 and 2020, respectively.\n\"Our positive view on Apple's continued ability to generate strong [free-cash flow] supports our view that the company could return its annual dividend growth trajectory into the double-digit [percent] range,\" he wrote.\nRakers is expecting a roughly $50 billion increase to the buyback program, flat with a year ago.\nThe company has set out to become net-cash-neutral, opting against blockbuster acquisitions and in favor of capital returns as it tries to winnow down its sizable net-cash balance, which stood at more than $80 billion as of Apple's last report. But Apple is also generating strong free-cash flow, with Huberty predicting a 30% increase this fiscal year and suggesting that it will take time before Apple achieves its target.\n\"Apple is firing on all cylinders today and even as the company spends nearly $100 billion per year on shareholder returns, we believe the path to a net-cash-neutral position requires multiple more years of sustained strong shareholder returns,\" Huberty wrote.\nApple repurchased an average of 2.5 million shares a day in the last nine months of 2020, Rakers noted, accounting for about 1.6% of the stock's daily trading volume.\nWhat to expect\nEarnings: Analysts tracked by FactSet expect that Apple earned 98 cents a share in the latest quarter, up from 64 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average estimate calls for $1.02 a share.\nRevenue: The FactSet consensus models revenue of $76.7 billion, while the average estimate on Estimize is for $78.3 billion. Apple posted $58.3 billion in revenue during the prior March quarter, as COVID-19 shutdowns affected China and began to cause store closures in other parts of the world.\nStock movement: Apple shares have fallen following three of the past five earnings reports. Shares have gained 91% over the past 12 months as the Dow Jones Industrial Average , of which Apple is a component, has risen 44%.\nOf the 42 analysts tracked by FactSet who cover Apple's stock, 30 have buy ratings, nine have hold ratings, and three have sell ratings, with an average price target of $151.12.\nWhat else to watch for\nApple has seen strong momentum in recent quarters amid a surge in demand for Macs and iPads during the pandemic and a successful iPhone 12 launch. Evercore ISI analyst Amit Daryanani predicts that the company continued to see good traction in the March quarter and could deliver results ahead of expectations.\nThe company could be more insulated than others from the continuing chip shortage given \"its status as one of the largest electronics purchasers in the world,\" Daryanani argued, noting that while manufacturing partner Foxconn mentioned some supply issues, that company said that the component shortage would affect a small fraction of customer orders.\nDaryanani is upbeat about Apple's iPhone momentum in China and encouraged by Foxconn's indication that March-quarter performance would be better than what's typically seen for this period. That's consistent with Apple's own projections, he noted. He rates the stock at outperform with a $175 price target.\nWells Fargo's Rakers pointed to \"ongoing positive demand drivers\" but said he was \"reluctant to make a meaningful upside (iPhone-driven) call\" ahead of the release. His iPhone revenue estimate for the quarter is for $38.8 billion, while the FactSet consensus calls for $41.0 billion.\nOutside of the iPhone, Rakers expects that the company continues to see strong demand for iPads and Macs buoyed by at-home dynamics. He'll also be looking for broader commentary on supply issues.\n\"With continued reports of overall semiconductor supply-chain tightness, presumably impacting Apple's Mac and iPad lead times, along with increasing DRAM prices, investors will be focused on Apple's thoughts on overall demand fulfillment and gross margin expectations,\" he wrote, while reiterating an overweight rating on the stock and a $160 target price.\nMorgan Stanley's Huberty has \"high confidence\" that Apple will beat March-quarter expectations and she's also expecting an upbeat outlook.\n\"We believe that much of the consumer and education-market strength that propelled the Mac and iPad to 21% year-over-year and 41% year-over-year growth the December quarter sustained, and even accelerated into the March quarter,\" she wrote, highlighting upbeat third-party Mac data from IDC.\nHuberty forecasts $8.2 billion in Mac revenue and $6.8 billion in iPad revenue for the quarter, significantly above the FactSet consensus, which calls for $6.7 billion and $5.6 billion, respectively. She has an overweight rating and $158 price target on Apple shares.\nApple recently introduced new iPads and iMacs that could allow it to continue capitalizing on at-home trends, though these won't factor into the March-quarter numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996259960,"gmtCreate":1661178851752,"gmtModify":1676536468101,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996259960","repostId":"1110580946","repostType":4,"repost":{"id":"1110580946","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661175493,"share":"https://ttm.financial/m/news/1110580946?lang=&edition=fundamental","pubTime":"2022-08-22 21:38","market":"us","language":"en","title":"Big Tech Stocks Dropped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1110580946","media":"Tiger Newspress","summary":"Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netf","content":"<html><head></head><body><p>Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netflix, Tesla and Nvidia fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3ff7a5166c3025191e3cb9e237ca561d\" tg-width=\"422\" tg-height=\"480\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Stocks Dropped in Morning Trading</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\">\nBig Tech Stocks Dropped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-22 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netflix, Tesla and Nvidia fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/3ff7a5166c3025191e3cb9e237ca561d\" tg-width=\"422\" tg-height=\"480\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","TSLA":"特斯拉","NVDA":"英伟达","AMZN":"亚马逊","MSFT":"微软","NFLX":"奈飞","META":"Meta Platforms, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110580946","content_text":"Big tech stocks dropped in morning trading. Apple, Microsoft, Alphabet, Amazon, Meta Platforms, Netflix, Tesla and Nvidia fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060023241,"gmtCreate":1651072056525,"gmtModify":1676534844785,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060023241","repostId":"1118291242","repostType":4,"repost":{"id":"1118291242","kind":"news","pubTimestamp":1651070204,"share":"https://ttm.financial/m/news/1118291242?lang=&edition=fundamental","pubTime":"2022-04-27 22:36","market":"us","language":"en","title":"Why Tesla Is Worth the Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=1118291242","media":"Motley Fool","summary":"EV competition is heating up, but Tesla is well-positioned.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>The electric vehicle market is just getting started.</li><li>Tesla&#39;s early lead in this space could continue to pay off for years to come.</li></ul><p><b>Tesla</b> is one of those stocks that&#39;s pretty divisive in the investing world. Most investors either love it or hate it. But one thing you can&#39;t deny is that the company&#39;s stock has been massively successful.</p><p>Still, with rising competition in the electric vehicle space from both EV-specific companies and traditional automakers, many investors are wondering if Tesla&#39;s stock is worth the risk -- not to mention the stock&#39;s high valuation.</p><p>I think that it is and there are two reasons why investors may want to consider adding small Tesla positions to their portfolios.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315c7736d9923d3e18d4317a4068ee6c\" tg-width=\"2000\" tg-height=\"1500\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: TESLA.</span></p><p><b>The EV market has lots of room for more growth</b></p><p>While EVs may not seem like a novelty in the automotive market anymore, they are still very far from common. Research firm Canalys recently found that EV sales accounted for just 9% of all global passenger car sales in 2021.</p><p>Should that small percentage worry inventors? Not at all. Because before this decade is complete, EVs will account for 48% of vehicle sales according to Canalys&#39; estimates.</p><p>Even if these estimates are a little off, there&#39;s still a potentially huge surge in electric vehicle sales on the horizon.</p><p>The great news for Tesla investors is that the company is already a global EV brand with factories and a sales pipeline in the largest EV markets, which are the U.S, China, and Europe. As EV sales grow across the globe, Tesla has already laid the groundwork to benefit from consumers&#39; shift to battery-powered vehicles.</p><p><b>Tesla&#39;s early lead won&#39;t be easy to overcome</b></p><p>If Tesla were just getting started with building and selling EVs, then the case could be made that the company may not be able to fully take advantage of the EV market&#39;s growth in the coming years.</p><p>But that&#39;s not the case at all. Tesla has slogged through some difficult years of production, but much of its early hiccups appear to be in the rearview mirror.</p><p>Case in point is the company&#39;s recent vehicle production figures. Tesla produced an impressive 305,000 vehicles in the first quarter, up nearly 70% from the year-ago quarter.</p><p>That figure may still be small when compared to production numbers of traditional automakers, but if you compare it to other EV-specific brands, it&#39;s actually quite good. Consider that the electric truck and SUV maker <b>Rivian Automotive</b> -- which is backed by both <b>Ford</b> and <b>Amazon</b> -- is facing production headwinds right now, and says it will produce just 25,000 vehicles for all of 2022.</p><p>That&#39;s not a knock against Rivian -- I actually think the company could be a good long-term EV bet -- but it shows just how far ahead of the EV competition Tesla is.</p><p>Sure, traditional automakers who are building EVs will challenge Tesla. But the company&#39;s expansion of factories should help it with that. Tesla just brought two new factories online in Texas and Germany, and Tesla CEO Elon Musk said on the company&#39;s recent earnings call that this year&#39;s vehicle production could increase by as much as 60% compared to 2021.</p><p>It&#39;s also important to note that Tesla doesn&#39;t need to match the big automakers&#39; production numbers. It just needs to continue growing right along with the expanding EV market as it&#39;s already doing.</p><p><b>Keep this in mind</b></p><p>Tesla&#39;s stock likely won&#39;t put up the same returns it has in the past, but with the company&#39;s current lead in the burgeoning electric vehicle market, Tesla has the potential to continue growing at a healthy clip and potentially outpace the gains of the broader market over the next few years.</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>Why Tesla Is Worth the Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Is Worth the Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/27/why-tesla-is-worth-the-risk/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe electric vehicle market is just getting started.Tesla's early lead in this space could continue to pay off for years to come.Tesla is one of those stocks that's pretty divisive in the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/27/why-tesla-is-worth-the-risk/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/04/27/why-tesla-is-worth-the-risk/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118291242","content_text":"KEY POINTSThe electric vehicle market is just getting started.Tesla's early lead in this space could continue to pay off for years to come.Tesla is one of those stocks that's pretty divisive in the investing world. Most investors either love it or hate it. But one thing you can't deny is that the company's stock has been massively successful.Still, with rising competition in the electric vehicle space from both EV-specific companies and traditional automakers, many investors are wondering if Tesla's stock is worth the risk -- not to mention the stock's high valuation.I think that it is and there are two reasons why investors may want to consider adding small Tesla positions to their portfolios.IMAGE SOURCE: TESLA.The EV market has lots of room for more growthWhile EVs may not seem like a novelty in the automotive market anymore, they are still very far from common. Research firm Canalys recently found that EV sales accounted for just 9% of all global passenger car sales in 2021.Should that small percentage worry inventors? Not at all. Because before this decade is complete, EVs will account for 48% of vehicle sales according to Canalys' estimates.Even if these estimates are a little off, there's still a potentially huge surge in electric vehicle sales on the horizon.The great news for Tesla investors is that the company is already a global EV brand with factories and a sales pipeline in the largest EV markets, which are the U.S, China, and Europe. As EV sales grow across the globe, Tesla has already laid the groundwork to benefit from consumers' shift to battery-powered vehicles.Tesla's early lead won't be easy to overcomeIf Tesla were just getting started with building and selling EVs, then the case could be made that the company may not be able to fully take advantage of the EV market's growth in the coming years.But that's not the case at all. Tesla has slogged through some difficult years of production, but much of its early hiccups appear to be in the rearview mirror.Case in point is the company's recent vehicle production figures. Tesla produced an impressive 305,000 vehicles in the first quarter, up nearly 70% from the year-ago quarter.That figure may still be small when compared to production numbers of traditional automakers, but if you compare it to other EV-specific brands, it's actually quite good. Consider that the electric truck and SUV maker Rivian Automotive -- which is backed by both Ford and Amazon -- is facing production headwinds right now, and says it will produce just 25,000 vehicles for all of 2022.That's not a knock against Rivian -- I actually think the company could be a good long-term EV bet -- but it shows just how far ahead of the EV competition Tesla is.Sure, traditional automakers who are building EVs will challenge Tesla. But the company's expansion of factories should help it with that. Tesla just brought two new factories online in Texas and Germany, and Tesla CEO Elon Musk said on the company's recent earnings call that this year's vehicle production could increase by as much as 60% compared to 2021.It's also important to note that Tesla doesn't need to match the big automakers' production numbers. It just needs to continue growing right along with the expanding EV market as it's already doing.Keep this in mindTesla's stock likely won't put up the same returns it has in the past, but with the company's current lead in the burgeoning electric vehicle market, Tesla has the potential to continue growing at a healthy clip and potentially outpace the gains of the broader market over the next few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081120272,"gmtCreate":1650212056258,"gmtModify":1676534670048,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081120272","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","kind":"highlight","pubTimestamp":1650153593,"share":"https://ttm.financial/m/news/2227986989?lang=&edition=fundamental","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</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 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</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\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","BK4566":"资本集团","BK4503":"景林资产持仓","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4524":"宅经济概念","BK4508":"社交媒体","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4573":"虚拟现实","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897502339,"gmtCreate":1628934879121,"gmtModify":1676529896498,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897502339","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://ttm.financial/m/news/2159521376?lang=&edition=fundamental","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p>\n<p>EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p>\n<p>Several auto makers had already announced bigger EV ambitions even before the White House call.</p>\n<p>Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p>\n<p>This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p>\n<p><b>Audi</b></p>\n<p>Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p>\n<p><b>BMW</b></p>\n<p>BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p>\n<p>BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p>\n<p><b>Daimler/Mercedes-Benz</b></p>\n<p>Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p>\n<p><b>Ford</b></p>\n<p>Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p>\n<p>Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p>\n<p><b>GM</b></p>\n<p>General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p>\n<p>GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p>\n<p><b>Honda</b></p>\n<p>The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p>\n<p><b>Hyundai</b></p>\n<p>The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p>\n<p><b>Mazda</b></p>\n<p>Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p>\n<p><b>Nissan</b></p>\n<p>Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p>\n<p>Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p>\n<p><b>Porsche</b></p>\n<p>The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p>\n<p><b>Stellantis</b></p>\n<p><a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p>\n<p>By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p>\n<p><b>Subaru</b></p>\n<p>The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p>\n<p><b>Toyota</b></p>\n<p>Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p>\n<p><b>Volkswagen</b></p>\n<p>The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chasing Tesla: Here are the current electric vehicle plans of every major car maker</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes ...</p>\n\n<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TM":"丰田汽车","STLA":"Stellantis NV","NSANY":"日产汽车","VLKAF":"Volkswagen AG","F":"福特汽车","TSLA":"特斯拉","GM":"通用汽车","DDAIF":"戴姆勒汽车","HYEVF":"Hyundai Elevator Co Ltd.","FUJHF":"Subaru Corporation ","HMC":"本田汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030972914,"gmtCreate":1645623851589,"gmtModify":1676534046162,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030972914","repostId":"1194878521","repostType":4,"repost":{"id":"1194878521","kind":"news","pubTimestamp":1645619925,"share":"https://ttm.financial/m/news/1194878521?lang=&edition=fundamental","pubTime":"2022-02-23 20:38","market":"us","language":"en","title":"AMD, Nvidia to Benefit as GPU Market 'Still Early in Upgrade Cycle': BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=1194878521","media":"Seeking Alpha","summary":"Advanced Micro Devices(NASDAQ:AMD)and Nvidia(NASDAQ:NVDA)are likely to keep benefiting, as the graph","content":"<html><head></head><body><p>Advanced Micro Devices(NASDAQ:AMD)and Nvidia(NASDAQ:NVDA)are likely to keep benefiting, as the graphics chip market is &#34;still early in [the] upgrade cycle&#34; and the second-half of the year should see stronger growth, as supply and mix improve.</p><p>Analyst Vivek Arya, who has buy ratings on both stocks, noted that the fourth-quarter gaming environment was &#34;strong&#34; with record discrete GPU sales of $3.66 billion, up 42% year-over-year, even with supplies falling 1% sequentially.</p><p>&#34;Still, penetration of NVDA latest Ampere generation (with avg. ASP of $475, 15-80% above prior [generation] Turing/Pascal) is still just 15% of total NVDA gamers (per Steam’s January hardware survey), meaning there is still plenty of room for ASP expansion as NVDA gamers upgrade to latest [generation] once SKUs become available (still completely sold out and re-selling 2x MSRP),&#34; Arya wrote in a note to clients.</p><p>&#34;We expect supply could remain constrained into the 2H 2022 which, in our view, could drive stronger for longer sales growth,&#34; the analyst added.</p><p>AMD and Nvidia were both higher in premarket trading, each gaining nearly 2% to $117.84 and $238.29, respectively.</p><p>On Tuesday, Bernstein upgraded Advanced Micro Devices to outperform for the first time in 10 years.</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>AMD, Nvidia to Benefit as GPU Market 'Still Early in Upgrade Cycle': BofA</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\">\nAMD, Nvidia to Benefit as GPU Market 'Still Early in Upgrade Cycle': BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 20:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3803627-amd-nvidia-to-benefit-as-gpu-market-still-early-in-upgrade-cycle-bofa><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices(NASDAQ:AMD)and Nvidia(NASDAQ:NVDA)are likely to keep benefiting, as the graphics chip market is \"still early in [the] upgrade cycle\" and the second-half of the year should see ...</p>\n\n<a href=\"https://seekingalpha.com/news/3803627-amd-nvidia-to-benefit-as-gpu-market-still-early-in-upgrade-cycle-bofa\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3803627-amd-nvidia-to-benefit-as-gpu-market-still-early-in-upgrade-cycle-bofa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194878521","content_text":"Advanced Micro Devices(NASDAQ:AMD)and Nvidia(NASDAQ:NVDA)are likely to keep benefiting, as the graphics chip market is \"still early in [the] upgrade cycle\" and the second-half of the year should see stronger growth, as supply and mix improve.Analyst Vivek Arya, who has buy ratings on both stocks, noted that the fourth-quarter gaming environment was \"strong\" with record discrete GPU sales of $3.66 billion, up 42% year-over-year, even with supplies falling 1% sequentially.\"Still, penetration of NVDA latest Ampere generation (with avg. ASP of $475, 15-80% above prior [generation] Turing/Pascal) is still just 15% of total NVDA gamers (per Steam’s January hardware survey), meaning there is still plenty of room for ASP expansion as NVDA gamers upgrade to latest [generation] once SKUs become available (still completely sold out and re-selling 2x MSRP),\" Arya wrote in a note to clients.\"We expect supply could remain constrained into the 2H 2022 which, in our view, could drive stronger for longer sales growth,\" the analyst added.AMD and Nvidia were both higher in premarket trading, each gaining nearly 2% to $117.84 and $238.29, respectively.On Tuesday, Bernstein upgraded Advanced Micro Devices to outperform for the first time in 10 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880548007,"gmtCreate":1631067584809,"gmtModify":1676530458147,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/880548007","repostId":"1180373758","repostType":4,"repost":{"id":"1180373758","kind":"news","pubTimestamp":1631066385,"share":"https://ttm.financial/m/news/1180373758?lang=&edition=fundamental","pubTime":"2021-09-08 09:59","market":"us","language":"en","title":"Tesla Stock Rose On Tuesday for an Odd Reason","url":"https://stock-news.laohu8.com/highlight/detail?id=1180373758","media":"Barrons","summary":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why i","content":"<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p>\n<p>The S&amp;P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p>\n<p>The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on&nbsp;tweets&nbsp;about an email that may or may not be real.</p>\n<p>It seems that CEO&nbsp;Elon Musk&nbsp;may have written an email to employees endorsing Cathie Wood’s&nbsp;$3,000 price target&nbsp;for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p>\n<p><img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p>\n<p>Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p>\n<p>Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p>\n<p>Tesla would also need to make significant progress with its&nbsp;autonomous driving&nbsp;software.Wood believes&nbsp;that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p>\n<p>Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as&nbsp;Waymo&nbsp;and the Motional joint venture between&nbsp;Hyundai Motor(005380.Korea) and&nbsp;Aptiv(APTV)&nbsp;—&nbsp;are working on robotaxis.</p>\n<p>Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as&nbsp;interest rate rises&nbsp;not being as bad as feared are two reasons for the recovery.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rose On Tuesday for an Odd Reason</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Rose On Tuesday for an Odd Reason\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-08 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180373758","content_text":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?\nThe biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.\nIt seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.\n\nWhether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.\nSolid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.\nTesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.\nAchieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.\nTesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171553055,"gmtCreate":1626751876077,"gmtModify":1703764514724,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"It may go down further","listText":"It may go down further","text":"It may go down further","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/171553055","repostId":"2152652683","repostType":4,"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197597551,"gmtCreate":1621472392573,"gmtModify":1704358104514,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Fed may increase the interest rate","listText":"Fed may increase the interest rate","text":"Fed may increase the interest rate","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/197597551","repostId":"1129952039","repostType":4,"repost":{"id":"1129952039","kind":"news","pubTimestamp":1621466041,"share":"https://ttm.financial/m/news/1129952039?lang=&edition=fundamental","pubTime":"2021-05-20 07:14","market":"us","language":"en","title":"U.S. stocks drop after Fed minutes, crypto fall","url":"https://stock-news.laohu8.com/highlight/detail?id=1129952039","media":"Reuters","summary":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal","content":"<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.</p><p>The S&amp;P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.</p><p>“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.</p><p>Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.</p><p>All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.</p><p>The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&amp;P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.</p><p>Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.</p><p>Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.</p><p>The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.</p><p>Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.</p><p><b><i>Financial</i></b><b>&nbsp;</b><b><i>Report</i></b></p><p><a href=\"https://laohu8.com/NW/1160173685\" target=\"_blank\">4.5 Billion Parcels Expanded Market Share to 20.4%</a></p><p><a href=\"https://laohu8.com/NW/1178296022\" target=\"_blank\">KE Holdings EPS beats by $0.04, beats on revenue</a></p><p><a href=\"https://laohu8.com/NW/2136465859\" target=\"_blank\">Victoria's Secret parent L Brands swings to quarterly profit as sales rise</a></p><p><a href=\"https://laohu8.com/NW/2136594667\" target=\"_blank\">Cisco stock drops as higher costs amid chip shortage ding earnings outlook</a></p><p><a href=\"https://laohu8.com/NW/2136450339\" target=\"_blank\">Chip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets</a></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks drop after Fed minutes, crypto fall</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\">\nU.S. stocks drop after Fed minutes, crypto fall\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-20 07:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-u-s-stocks-drop-after-fed-minutes-crypto-fall-idUSL2N2N639Y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129952039","content_text":"(Reuters) - Wall Street’s main indexes closed lower on Wednesday after minutes from an April Federal Reserve meeting showed participants agreed the U.S. economy remained far from the central bank’s goals, with some considering discussions on tapering its bond buying program.The S&P 500 added to losses after the release of the minutes revealed a number of Fed policymakers thought that if the economy continued rapid progress, it would become appropriate “at some point” in upcoming meetings to begin discussing a tapering of the Fed’s monthly purchases of government bonds, a policy designed to keep long-term interest rates low.“There continues to be a view and a perspective from the participants, as well as the Fed staff that these inflationary pressures that are beginning to become evident will remain transitory in their view and will likely recede as we transition into 2022,” said Bill Northey, senior investment director at U.S. Bank Wealth Management in Minneapolis.Strong inflation readings and signs of a worker shortage in recent weeks have fueled fears and roiled stock markets despite reassurances from Fed officials that the rise in prices would be temporary.All three main indexes hit their session lows in morning trade after opening sharply lower, then partially recovered before the release of the Fed minutes pressured them anew.The Dow Jones Industrial Average fell 164.62 points, or 0.48%, to 33,896.04, the S&P 500 lost 12.15 points, or 0.29%, to 4,115.68 and the Nasdaq Composite dropped 3.90 points, or 0.03%, to 13,299.74.Volume on U.S. exchanges was 10.70 billion shares, compared with the 10.60 billion average for the full session over the last 20 trading days.Contributing to a risk-off mood on Wednesday, Bitcoin and ether plunged in the wake of China’s move to ban financial and payment institutions from providing cryptocurrency services.The two main digital currencies fell as much as 30% and 45%, respectively, but they significantly stemmed their losses in afternoon trading after two of their biggest backers -- Tesla Inc chief Elon Musk and Ark Invest’s chief executive officer Cathie Wood -- reiterated their support for bitcoin.Crypto-exchange operator Coinbase Global ,miners Riot Blockchain and Marathon Digital Holdings saw their shares sharply decline on Wednesday.Declining issues outnumbered advancing ones on the NYSE by a 2.15-to-1 ratio; on Nasdaq, a 1.71-to-1 ratio favored decliners.The S&P 500 posted 3 new 52-week highs and no new lows; the Nasdaq Composite recorded 34 new highs and 49 new lows.Financial Report4.5 Billion Parcels Expanded Market Share to 20.4%KE Holdings EPS beats by $0.04, beats on revenueVictoria's Secret parent L Brands swings to quarterly profit as sales riseCisco stock drops as higher costs amid chip shortage ding earnings outlookChip Design Software Firm Synopsys Trounces Fiscal Second-Quarter Targets","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3555321706323687","authorId":"3555321706323687","name":"KingMeng","avatar":"https://static.tigerbbs.com/2a4230fd8d7c8381fff3acc8774ac46e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3555321706323687","authorIdStr":"3555321706323687"},"content":"Done. do like and reply back. thanks!","text":"Done. do like and reply back. thanks!","html":"Done. do like and reply back. thanks!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078929009,"gmtCreate":1657620415801,"gmtModify":1676536035247,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078929009","repostId":"1193691775","repostType":4,"repost":{"id":"1193691775","kind":"news","pubTimestamp":1657639889,"share":"https://ttm.financial/m/news/1193691775?lang=&edition=fundamental","pubTime":"2022-07-12 23:31","market":"us","language":"en","title":"Good News Is Bear News for Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1193691775","media":"InvestorPlace","summary":"Nvidia(NVDA) stock continues to plunge.Investors fear a fall in demand from gaming and crypto.Patien","content":"<html><head></head><body><ul><li><b>Nvidia</b>(<b><u>NVDA</u></b>) stock continues to plunge.</li><li>Investors fear a fall in demand from gaming and crypto.</li><li>Patient accumulation will be rewarded.</li></ul><p>In a bear market, good news can always be spun as bad news.<b>Nvidia</b>(NASDAQ:<b><u>NVDA</u></b>) investors were reminded of this on July 5.</p><p>The good news is that the chip shortage may be easing. Prices for used gaming cards have plunged. Young gamers who wanted a graphics card for years can now get one, at list prices and lower.</p><p>But this good news is also bad news. The new supply, from broken crypto miners, is coming as production falls.  There are reports Nvidia is cutting back orders from its manufacturing partner, <b>Taiwan Semiconductor</b>(NYSE:<b><u>TSM</u></b>).</p><p>The result is that NVDA stock, which was at $286/share in April, traded recently below $144/share.</p><p><b>Short Term Weakness</b></p><p>During the bull market, Nvidia was a ferociously expensive stock. Now it’s just pricey.</p><p>At its July 5 price, the company’s market cap of $362 billion is still almost 39 times last year’s earnings, and over 13 times last year’s sales of $27 billion.</p><p>The good news is that underestimates the company’s power. First-quarter revenue came in at$8.3 billion, up 46%from a year earlier. Non-GAAP earnings were also up 49% from a year ago. But costs from the cancelled acquisition of ARM Holdings meant GAAP earnings were down 16%.</p><p>The problem is that investors buy tomorrow, not yesterday. If prices for gaming chips continue to fall, Nvidia’s list prices will as well. That will cut earnings because a lot of the company’s revenue still comes from gamers.</p><p>Nvidia is due to report its current quarter on Aug. 24, for the three months ending in July. Analysts currently expect $1.03/share of earnings and$8.11 billion of revenue. Field reports of slowing demand, however, indicate it could fall short. The most recent chip stock to report, <b>Micron Technologies</b>(NASDAQ:<b><u>MU</u></b>), gave weak guidance. They’re expecting a storm. Nvidia’s ship is being tossed, too.</p><p><b>Long Term Strength</b></p><p>Analysts continue pounding the table for NVDA stock, even as they cut their price targets.</p><p>The reason is that lower prices open huge new opportunities. Car makers can now bring those autonomous driving features to the market. Nvidia’s artificial intelligence software can now be offered as a service, with <b>Hewlett Packard Enterprise</b>(NYSE:<b><u>HPE</u></b>) bringing it to the network edge. <b>Alphabet’s</b>(NASDAQ:<b><u>GOOGL</u></b>) cloud gaming service, Stadia, may now be able to fulfill its promise with an Nvidia upgrade.</p><p>Even while edge applications for Nvidia chips slow, like gaming and crypto, the cloud continues to grow. Data centers were the biggest buyers of Nvidia chips in the first quarter. Capital spending from the cloud czars, especially Google, <b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>), and <b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>), remains strong. Lower prices may just mean they’ll buy more Nvidia graphics chips for new applications. Eventually, cloud services at the network center will spur demand for support from the network edge, as prices for things like <b>Meta Network</b>(NASDAQ:<b><u>FB</u></b>) headsets come down. Meta, by the way, has been a big buyer of Nvidia chips for its “metaverse” activities.</p><p><b>The Bottom Line for NVDA Stock</b></p><p>Bear markets end.</p><p>When they do, tech stocks will be the first to rise again. Companies like Nvidia make new money-saving ideas practical. They create new markets and growth. This has driven the economy forward for a half-century. It’s not changing.</p><p>But bear markets also require patience. It’s easy to say, “buy the dip.” The problem right now is many investors have no cash with which to do that. That means the best advice is to hold your nerve.</p><p>Nvidia may not rise again for several months. It may even go lower. No one is paying 13 times revenue for anything right now. The next few months may be brutal.</p><p>The snapback, however, when it comes, will be something to behold. You’ll want to behold it from inside the Nvidia tent rather than outside.</p></body></html>","source":"lsy1606302653667","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>Good News Is Bear News for Nvidia Stock</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\">\nGood News Is Bear News for Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-12 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/nvda-stock-good-news-is-bear-news-for-nvidia/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia(NVDA) stock continues to plunge.Investors fear a fall in demand from gaming and crypto.Patient accumulation will be rewarded.In a bear market, good news can always be spun as bad news.Nvidia(...</p>\n\n<a href=\"https://investorplace.com/2022/07/nvda-stock-good-news-is-bear-news-for-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2022/07/nvda-stock-good-news-is-bear-news-for-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193691775","content_text":"Nvidia(NVDA) stock continues to plunge.Investors fear a fall in demand from gaming and crypto.Patient accumulation will be rewarded.In a bear market, good news can always be spun as bad news.Nvidia(NASDAQ:NVDA) investors were reminded of this on July 5.The good news is that the chip shortage may be easing. Prices for used gaming cards have plunged. Young gamers who wanted a graphics card for years can now get one, at list prices and lower.But this good news is also bad news. The new supply, from broken crypto miners, is coming as production falls.  There are reports Nvidia is cutting back orders from its manufacturing partner, Taiwan Semiconductor(NYSE:TSM).The result is that NVDA stock, which was at $286/share in April, traded recently below $144/share.Short Term WeaknessDuring the bull market, Nvidia was a ferociously expensive stock. Now it’s just pricey.At its July 5 price, the company’s market cap of $362 billion is still almost 39 times last year’s earnings, and over 13 times last year’s sales of $27 billion.The good news is that underestimates the company’s power. First-quarter revenue came in at$8.3 billion, up 46%from a year earlier. Non-GAAP earnings were also up 49% from a year ago. But costs from the cancelled acquisition of ARM Holdings meant GAAP earnings were down 16%.The problem is that investors buy tomorrow, not yesterday. If prices for gaming chips continue to fall, Nvidia’s list prices will as well. That will cut earnings because a lot of the company’s revenue still comes from gamers.Nvidia is due to report its current quarter on Aug. 24, for the three months ending in July. Analysts currently expect $1.03/share of earnings and$8.11 billion of revenue. Field reports of slowing demand, however, indicate it could fall short. The most recent chip stock to report, Micron Technologies(NASDAQ:MU), gave weak guidance. They’re expecting a storm. Nvidia’s ship is being tossed, too.Long Term StrengthAnalysts continue pounding the table for NVDA stock, even as they cut their price targets.The reason is that lower prices open huge new opportunities. Car makers can now bring those autonomous driving features to the market. Nvidia’s artificial intelligence software can now be offered as a service, with Hewlett Packard Enterprise(NYSE:HPE) bringing it to the network edge. Alphabet’s(NASDAQ:GOOGL) cloud gaming service, Stadia, may now be able to fulfill its promise with an Nvidia upgrade.Even while edge applications for Nvidia chips slow, like gaming and crypto, the cloud continues to grow. Data centers were the biggest buyers of Nvidia chips in the first quarter. Capital spending from the cloud czars, especially Google, Microsoft(NASDAQ:MSFT), and Amazon (NASDAQ:AMZN), remains strong. Lower prices may just mean they’ll buy more Nvidia graphics chips for new applications. Eventually, cloud services at the network center will spur demand for support from the network edge, as prices for things like Meta Network(NASDAQ:FB) headsets come down. Meta, by the way, has been a big buyer of Nvidia chips for its “metaverse” activities.The Bottom Line for NVDA StockBear markets end.When they do, tech stocks will be the first to rise again. Companies like Nvidia make new money-saving ideas practical. They create new markets and growth. This has driven the economy forward for a half-century. It’s not changing.But bear markets also require patience. It’s easy to say, “buy the dip.” The problem right now is many investors have no cash with which to do that. That means the best advice is to hold your nerve.Nvidia may not rise again for several months. It may even go lower. No one is paying 13 times revenue for anything right now. The next few months may be brutal.The snapback, however, when it comes, will be something to behold. You’ll want to behold it from inside the Nvidia tent rather than outside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073192056,"gmtCreate":1657295805075,"gmtModify":1676535986857,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073192056","repostId":"1114502004","repostType":4,"repost":{"id":"1114502004","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657291834,"share":"https://ttm.financial/m/news/1114502004?lang=&edition=fundamental","pubTime":"2022-07-08 22:50","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114502004","media":"Tiger Newspress","summary":"EV Stocks Climbed in Morning Trading.Tesla, Lucid, Rivian, Nio, Fisker, Arrival, Nikola, and Lordsto","content":"<html><head></head><body><p>EV Stocks Climbed in Morning Trading.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/NIO\">Nio</a>, Fisker, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Nikola, and Lordstown climbed between 1% and 7%.</p><p><img src=\"https://static.tigerbbs.com/b77b5dd11d2bd93d9276cb9b080ed130\" tg-width=\"454\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</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\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV Stocks Climbed in Morning Trading.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/NIO\">Nio</a>, Fisker, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Nikola, and Lordstown climbed between 1% and 7%.</p><p><img src=\"https://static.tigerbbs.com/b77b5dd11d2bd93d9276cb9b080ed130\" tg-width=\"454\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4562":"SPAC上市公司","RIVN":"Rivian Automotive, Inc.","BK4581":"高盛持仓","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LCID":"Lucid Group Inc","BK4550":"红杉资本持仓","NKLA":"Nikola Corporation","TSLA":"特斯拉","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4149":"建筑机械与重型卡车","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114502004","content_text":"EV Stocks Climbed in Morning Trading.Tesla, Lucid, Rivian, Nio, Fisker, Arrival, Nikola, and Lordstown climbed between 1% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034178190,"gmtCreate":1647837877947,"gmtModify":1676534270565,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034178190","repostId":"1118116459","repostType":4,"repost":{"id":"1118116459","kind":"news","pubTimestamp":1647830394,"share":"https://ttm.financial/m/news/1118116459?lang=&edition=fundamental","pubTime":"2022-03-21 10:39","market":"us","language":"en","title":"Alphabet Stock Can Still Be Greater","url":"https://stock-news.laohu8.com/highlight/detail?id=1118116459","media":"investorplace","summary":"Despite its stock split, Alphabet is still down on the yearAnalysts keep insisting there are growth ","content":"<html><head></head><body><ul><li>Despite its stock split, Alphabet is still down on the year</li><li>Analysts keep insisting there are growth catalysts</li><li>Google Cloud Remains a Problem</li></ul><p>Despite heavy support from observers, even me, Alphabet (NASDAQ:GOOGL,NASDAQ:GOOG) stock is down 6.2% year-to-date.</p><p>The stock was expected to open near $2,650/share on March 18. That’s a price to earnings ratio below 24 for a company that grew 41% last year and nearly doubled its net income.</p><p>Management has been aggressively buying back stock and even announced a 20:1 stock split in the earnings release. Since the split announcement shares are down 10%.</p><p><img src=\"https://static.tigerbbs.com/c95f33546260af44c9bf5508ba4743bf\" tg-width=\"1123\" tg-height=\"67\" width=\"100%\" height=\"auto\"/></p><h2>Don’t Blame Putin</h2><p>It’s easy to blame Vladimir Putin for Google’s problems. As I have written many times, war is unhealthy for economies and other living things.</p><p>War cuts revenues and increases costs. It’s one reason Google agreed to buy Mandiant (NASDAQ:MNDT) for $5.4 billion this month. Mandiant had changed its name and sold the Fireeye firewall business to private equity last October. What remained was a cloud-based system for detecting breaches called Mandiant Advantage. This will be bolted onto both Google Cloud and the company’s internal systems.</p><p>Google Cloud is the company’s big problem. It lost $890 million last quarter while rivals Amazon.Com (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) were profitable. The unit’s problems were made worse by a botched layoff of about 100 Cloud workers this month. Over 1,400 Google employees signed a petition protesting how the lay-off was handled.</p><p>Google Cloud is run by former Oracle (NASDAQ:ORCL) executive Thomas Kurian, hired in 2018. The media remains enamored of Kurian. Personally I’m not a fan. Buying customers, losing money, and failing to gain share is not how I define success. But he has made Google an enterprise cloud player.</p><h2>Growth Slowing</h2><p>Growth at Google is slowing. Revenue was up “only” 32% last quarter, compared with the previous year.</p><p>Reporters have been obsessed with “slowing” growth for years. Big numbers are harder to move higher than smaller ones. Revenue growth had slowed going into the pandemic.</p><p>Last year’s raving success may have been partly due to privacy changes by Apple (NASDAQ:AAPL). Those changes reduced the ability of Meta Platforms (NASDAQ:FB), formerly known as Facebook, to collect data from other sites.</p><p>Google, however, isn’t dependent on third party data. Google search and YouTube videos deliver plenty of data on their own. Thus, Google announced its own privacy changes last month. It is also replacing controversial “cookies” with more anonymous tracking technology. The result may align advertisers more closely with Google’s sites, rather than third party sites that were already complaining of low prices.</p><h2>Pounding the Table</h2><p>Google’s problems haven’t changed analysts’ views of the stock.</p><p>We’re all in. Tipranks lists 30 analysts following Alphabet. Everyone is telling clients to buy it, with price targets almost 30% ahead of where the stock trades now.</p><p>Our David Moadel is typical. He calls the present price a “dip-buying opportunity” and says of the $3,000 level that “resistance levels are meant to be broken.”</p><h2>The Bottom Line</h2><p>Google operates around two dozen cloud data centers, mostly in North America. Unlike Amazon, it’s not yet in Australia, the Middle East or Africa. The company also operates a submarine cable network.</p><p>Google has had some success in selling hardware, not only with the Android phone design but with its own line of Chromebooks. There are still enormous growth opportunities there.</p><p>That’s why I bought some shares of Alphabet in January, and recently bought some more. They should be a core holding in any growth oriented portfolio.</p></body></html>","source":"lsy1606302653667","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>Alphabet Stock Can Still Be Greater</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\">\nAlphabet Stock Can Still Be Greater\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/goog-stock-alphabet-google-can-still-be-greater/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite its stock split, Alphabet is still down on the yearAnalysts keep insisting there are growth catalystsGoogle Cloud Remains a ProblemDespite heavy support from observers, even me, Alphabet (...</p>\n\n<a href=\"https://investorplace.com/2022/03/goog-stock-alphabet-google-can-still-be-greater/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2022/03/goog-stock-alphabet-google-can-still-be-greater/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118116459","content_text":"Despite its stock split, Alphabet is still down on the yearAnalysts keep insisting there are growth catalystsGoogle Cloud Remains a ProblemDespite heavy support from observers, even me, Alphabet (NASDAQ:GOOGL,NASDAQ:GOOG) stock is down 6.2% year-to-date.The stock was expected to open near $2,650/share on March 18. That’s a price to earnings ratio below 24 for a company that grew 41% last year and nearly doubled its net income.Management has been aggressively buying back stock and even announced a 20:1 stock split in the earnings release. Since the split announcement shares are down 10%.Don’t Blame PutinIt’s easy to blame Vladimir Putin for Google’s problems. As I have written many times, war is unhealthy for economies and other living things.War cuts revenues and increases costs. It’s one reason Google agreed to buy Mandiant (NASDAQ:MNDT) for $5.4 billion this month. Mandiant had changed its name and sold the Fireeye firewall business to private equity last October. What remained was a cloud-based system for detecting breaches called Mandiant Advantage. This will be bolted onto both Google Cloud and the company’s internal systems.Google Cloud is the company’s big problem. It lost $890 million last quarter while rivals Amazon.Com (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) were profitable. The unit’s problems were made worse by a botched layoff of about 100 Cloud workers this month. Over 1,400 Google employees signed a petition protesting how the lay-off was handled.Google Cloud is run by former Oracle (NASDAQ:ORCL) executive Thomas Kurian, hired in 2018. The media remains enamored of Kurian. Personally I’m not a fan. Buying customers, losing money, and failing to gain share is not how I define success. But he has made Google an enterprise cloud player.Growth SlowingGrowth at Google is slowing. Revenue was up “only” 32% last quarter, compared with the previous year.Reporters have been obsessed with “slowing” growth for years. Big numbers are harder to move higher than smaller ones. Revenue growth had slowed going into the pandemic.Last year’s raving success may have been partly due to privacy changes by Apple (NASDAQ:AAPL). Those changes reduced the ability of Meta Platforms (NASDAQ:FB), formerly known as Facebook, to collect data from other sites.Google, however, isn’t dependent on third party data. Google search and YouTube videos deliver plenty of data on their own. Thus, Google announced its own privacy changes last month. It is also replacing controversial “cookies” with more anonymous tracking technology. The result may align advertisers more closely with Google’s sites, rather than third party sites that were already complaining of low prices.Pounding the TableGoogle’s problems haven’t changed analysts’ views of the stock.We’re all in. Tipranks lists 30 analysts following Alphabet. Everyone is telling clients to buy it, with price targets almost 30% ahead of where the stock trades now.Our David Moadel is typical. He calls the present price a “dip-buying opportunity” and says of the $3,000 level that “resistance levels are meant to be broken.”The Bottom LineGoogle operates around two dozen cloud data centers, mostly in North America. Unlike Amazon, it’s not yet in Australia, the Middle East or Africa. The company also operates a submarine cable network.Google has had some success in selling hardware, not only with the Android phone design but with its own line of Chromebooks. There are still enormous growth opportunities there.That’s why I bought some shares of Alphabet in January, and recently bought some more. They should be a core holding in any growth oriented portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036129821,"gmtCreate":1647014908096,"gmtModify":1676534188015,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036129821","repostId":"1180965441","repostType":4,"repost":{"id":"1180965441","kind":"news","pubTimestamp":1647000574,"share":"https://ttm.financial/m/news/1180965441?lang=&edition=fundamental","pubTime":"2022-03-11 20:09","market":"us","language":"en","title":"Google: Systematic Volatility Created Idiosyncratic Buying Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=1180965441","media":"seekingalpha","summary":"Google: Systematic Volatility Created Idiosyncratic Buying OpportunitiesMar. 10, 2022 9:53 PM ETAlph","content":"<html><head></head><body><p>Google: Systematic Volatility Created Idiosyncratic Buying OpportunitiesMar. 10, 2022 9:53 PM ETAlphabet Inc. (GOOG),GOOGLAAPL,AMZN,DIS,FB,NFLX,SNAP6 Comments7 LikesSummary</p><ul><li>Systematic volatility has created buying opportunities for Alphabet in my opinion.</li><li>I believe the 20-1 split and Apple IDFA changes will provide Alphabet with short-term price and earnings catalysts.</li><li>In my opinion, Google Search will maintain high free cash flow levels potentially supporting GCP and Other Bets.</li><li>My free cash flow forecasts through 2026 covers 33% of market capitalization at current levels.</li></ul><p><img src=\"https://static.tigerbbs.com/8cfd70ed502e6ccc74481156c07c2bd8\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JHVEPhoto/iStock Editorial via Getty Images</p><p>Thesis</p><p>While Google Search and Android continue to hold the majority in their respective market shares globally, I believe the iron-clad service segment remains healthy, supporting fast top-line growth and high levels of free cash flow. Associal media shifts to being more video-basedvia Reels (FB) and TikTok, YouTube continues to show the resilience of its business model as demand is being met with a proven monetization strategy, in my opinion. Google Services ads may experience short-term tailwinds as new inefficiencies in social media advertising caused by Apple&#39;s (AAPL) IDFA laws could push marketers to their platforms.</p><p>I believe the potential for the Services segment to increase operating leverage and produce high free cash flow will support GCP and Other Bets&#39; runway to profitability. This may support growing returns on invested capital [ROIC] into the future.</p><p>While not a factor in my core Alphabet(NASDAQ:GOOG)(GOOGL) thesis, I do believe the 20-1 stock split will also provide short-term tailwinds for the stock.</p><p>Background</p><p>Alphabet is a collection of businesses broken down in the company&#39;s filings by Google (Google Services &amp; Google Cloud) and Other Bets:</p><p><img src=\"https://static.tigerbbs.com/eaa25602a688b99d5e14f4916c9196f8\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Medium</p><p>Source:Medium</p><p>The majority of Alphabet sales are generated through performance and brand advertisements that appear on Google Search &amp; other properties. Google Cloud generates revenue from GCP through infrastructure, platform, and other services while Workspace generates revenues from cloud-based collaboration tools for enterprises (Gmail, Docs, Drive, Calendar, and Meet). Other Bets generates revenue from the portfolio of emerging businesses in the early stages of commercialization.</p><p><img src=\"https://static.tigerbbs.com/eaa92cc72f546d0273f562688dd5701b\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOG 10-K</p><p>Source: GOOG10-K</p><h2>Thesis Support</h2><h2>Google Search Moat</h2><p>Google Services include ads, Android, Chrome, hardware, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube, with the crown jewel being Google Search, in my opinion. I believe Google Search is a true media phenomenon. Not only does Google hold nearly all of the global search engine market share, but it is also a defined verb in the Merriam-Webster dictionary, showing the true impact it made on society:</p><blockquote>google [verb]: to use the Googlesearch engineto obtain information about (someone or something) on the World Wide Web</blockquote><p><img src=\"https://static.tigerbbs.com/fceea392d00af554e429a10b86660567\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Worldwide Search Engine Market Share Across All Platforms(statcounter)</p><p>Source:StatCounter</p><p>While many refer to online searching as &#34;Googling,&#34; I also believe consumer stickiness is represented through Google&#39;s maintained level ofelevatedmarket share while keeping traffic acquisition costs [TAC]relatively stable. Through what I believe is a sticky user base that makes up their dominating market share, Google Search has immense advertising pricing power in my opinion as marketers aim to reach as many viewers as possible.</p><p>Another reason Google Search has remained the dominant search engine is because of the mobile market. Not only does Android (an Alphabet subsidiary) control70%of the mobile OS market, but they also pay Apple (25%of mobile OS market) directly to be the default search engine on iOS as well. While the$15 billion sumGoogle paid Apple makes up a significant portion of 2021 TAC, mobile usage was theprimary driver of service monetizationgrowth last year as mentioned in Alphabet&#39;s 10-K. While I do believe this relationship with Apple poses a potential risk to Google (I cover this in the &#39;Risks&#39; section), it also opens them up to a unique short-term opportunity.</p><h2>Apple iOS 14 Opportunity</h2><p>As a part of theiOS 14 updatereleased last year, Apple gave users the ability to block advertiser identifiers [IDFA] at the app level, meaning applications (like Facebook &amp; Instagram (FB) and Snapchat (SNAP)) are required to ask iOS users to collect data. I believe this is a significant headwind for social media companies as ad placements potentially become significantly less efficient with only~26% of global usersallowing apps to track them after iOS 14 was released. I believe social media headwinds present opportunities as marketers potentially shift from social media brand awareness-driven advertisements to Google&#39;s specified AdWords pull strategy. Understandably, businesses advertising on social platforms may not have the same success as Google ads but I figured the potential catalyst was worth mentioning.</p><p>I also find it important to note while these IDFA changes are hurting social media ad algorithms and the businesses utilizing them, I believe it&#39;s in Apple&#39;s best interest to support Google&#39;s advertising business. This is because Apple was able to generate~$15 billionin operating income in 2021 through its charges to Google to be the default search engine. This number is mind-boggling, representing~14% of AAPL&#39;s operating incomein 2021 and I believe this can continue if their strategic partnership with Google carries on. In my opinion, this theory has already been partially represented in stock moves since the IDFA changes were announced on April 21, 2021:</p><p><img src=\"https://static.tigerbbs.com/3be19932d2dcb1b5d39d3a65c8a1cf18\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p><img src=\"https://static.tigerbbs.com/08e74b387eaa6177023aac007e42f458\" tg-width=\"640\" tg-height=\"64\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p>Source: Created By Author Using Data FromKoyfin</p><h2>YouTube</h2><p>Relative to competition, I also believe Alphabet holds competitive advantages in video monetization. While Facebook is trying toactively competewith TikTok&#39;s exponentially growing market share across social platforms, I believe YouTube is still in a realm of its own. The short video platform has grown immensely in popularity shown in TikTok&#39;s rapid user growth since 2018:</p><p><img src=\"https://static.tigerbbs.com/f763ad797c20650ebf1bbe571f378ecc\" tg-width=\"640\" tg-height=\"478\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Business of Apps</p><p>Source:Business of Apps</p><p>Even with over 1 billion monthly active users [MAU], TikTok only generated$4.6 billion in 2021, an ARPU of $4.6. Facebook is actively working tobetter monetize the reels platformand increase that ARPU number. I believe monetizing short video is difficult because of how user-friendly the platforms are. From my experience, a TikTok or reels user can easily scroll past ads and choose to almost immediately skip.</p><p>YouTube on the other hand dominates longer form creator-based videos and monetizes video much more efficiently, in my opinion. I believe these monetization efforts are clearly seen in YouTube&#39;s impressive growth since being acquired in 2006. Below is a chart comparing YouTube&#39;s ad revenue (not including YouTube subscriptions) to Netflix&#39;s(NASDAQ:NFLX)total revenues:</p><p><img src=\"https://static.tigerbbs.com/08d5a911bf491a1416618a23219600d1\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOG NFLX 10-Ks</p><p>Source: GOOG, NFLX 10-Ks</p><p>When comparing YouTube to Netflix, Disney (DIS), Amazon (AMZN), and other long-form video content producers, I believe YouTube&#39;s competitive advantage is significant. This is because the content is substantially cheaper as it is creator-based, it&#39;s free to use for consumers, and their monetization ability via advertisements is highly successful, in my opinion.</p><p>Alphabet acquired YouTube for$1.65 billion in 2006when the business was doing approximately$15 million in revenuesin the trailing twelve months. Today, YouTube has over2 billion users, over30 million premium subscribers, and generated$28.85 billionin ad revenue in 2021. In my opinion, this acquisition played out perfectly and could be an excellent proxy for future bets paying off for Alphabet in the future.</p><h2>Fueling Other Bets</h2><p>Those future bets are currently reported as &#39;Other Bets&#39; in Alphabet filings and make up a minority portion of total revenues. This Alphabet segment includes companies like Calico, Nest, Verily, and Waymo. Even though other bets are currently an immaterial portion of total revenues (0.29% in 2021), a company similar to YouTube (which grew revenues by192,200% in 16 years) could provide immense earnings power for Alphabet in the future.</p><p>Alongside Alphabet&#39;s current portfolio, they have~$140 billionin cash sitting on the sidelines that management can utilize for future acquisitions.</p><h2>20-1 Stock Split</h2><p>On 7/15/2022, Alphabet shareholders willreceive 19 additional sharesand the price of Alphabet&#39;s stock will bedivided by 20. I want to reiterate the fact the stock split announced on 2/1/2022 provides notrue economic valueto Alphabet shareholders or the company, but short-term tailwinds may come for the stock. According to Bank of America, stocks that split typically outperform the S&amp;P 500 over the next twelve months by 16% (25% vs. 9%). Because Alphabet&#39;s stock currently trades at $2,650 at the time of writing this article, I believe the momentum potentially created by making the stock (and options) more affordable to investors could create short-term catalysts.</p><h2>Financials</h2><p>Below I&#39;ve included Alphabet&#39;s cap table accompanied by my P&amp;L model highlights, free cash flow forecasts, return on invested capital [ROIC] forecasts, a discounted cash flow [DCF] analysis, price targets, and a tactical risk/reward table:</p><p><img src=\"https://static.tigerbbs.com/97e5be67c88581b37cdf0a53aeb0d869\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p><img src=\"https://static.tigerbbs.com/18b35f81e70b8dea519818ad62b5b8c7\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p><img src=\"https://static.tigerbbs.com/1c68bb2c95b99ceb46980e68c5a3d792\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p><img src=\"https://static.tigerbbs.com/01318fc2f76a67f852b73d733af562f1\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p><img src=\"https://static.tigerbbs.com/4fc05ffea45288200b0f0926c0301e70\" tg-width=\"640\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Created By Author</p><p>Source: Created By Author Using Data From $GOOGL Filings</p><h2>Risks</h2><h2>Traffic Acquisition Costs &amp; Relationships</h2><p>While Google Search actively holds the majority global search market share, it doesn&#39;t go without traffic acquisition costs. In 2021, Google&#39;s total TAC was<a href=\"https://laohu8.com/S/AAPL\">46.6 billion, ~31% of Search revenues. Also in 2021, it was estimated that Google paid Apple </a>15 billionto remain the default search engine on Safari (Apple&#39;s default internet browser). While 1/3 of Google&#39;s TAC went to Apple last year, it supplemented their dominance in mobile search engine market share.</p><p><img src=\"https://static.tigerbbs.com/6e1bad1b5e541c08a4444e8598e20713\" tg-width=\"640\" tg-height=\"86\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Mobile Search Engine Market Share Worldwide(statcounter)</p><p>Source:StatCounter</p><p>The risk I see is the pricing power Apple has over Google regarding TAC. I believe the relationship with Google Search makes the most sense for Apple but it doesn&#39;t mean they won&#39;t continue to make Google pay top dollar to remain the default search engine potentially eating at Google Search margins.</p><h2>Regulation</h2><p>Because of Alphabet&#39;s monopolistic structure, it&#39;s an easy target for politicians. The Department of Justice [DOJ] regularly sues Google for antitrust issues, which has resulted in fines that I believe are meaningless to Alphabet&#39;s long-term results. With the information the company has access to and the dominance it holds over global search, I don&#39;t believe government regulation dissipates. I believe a mitigant to regulatory risks is the fact that if governments intervene too much in Google&#39;s advertising business, it will ripple through and hurt small businesses even more. It&#39;s also my opinion that in the worst-case Alphabet would be forced to split up and in that instance, investors would have the ability to own individual assets like YouTube which have the potential to deliver even higher growth rates than Alphabet as a whole.</p><h2>Summary</h2><p>Alphabet is a company I have very high conviction in over the long term. I believe they have one of the greatest business models that exist with Google Search which in my opinion generates ample amounts of free cash flow that may support Other Bets in the company&#39;s portfolio. I believe Alphabet has an extremely large moat and is a vital part of our daily lives.</p><p>Systematic volatility has attributed to Alphabet&#39;s recent decline and at current levels, I believe represents attractive buying opportunities. My DCF shows that Alphabet is currently trading at over a 50% discount to fair value (using what I think is a conservative terminal value multiple of 22.8x) and my 5-year base-case price target points to a 17.2% CAGR in stock price until 2026. Without accounting for any significant growth (&lt;$78 million in top-line) in the Other Bets segment, I project Alphabet&#39;s free cash flow will cover 33% of the current market cap over the next 5 years as well.</p></body></html>","source":"lsy1638401102509","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>Google: Systematic Volatility Created Idiosyncratic Buying Opportunities</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\">\nGoogle: Systematic Volatility Created Idiosyncratic Buying Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 20:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4494679-google-systematic-volatility-idiosyncratic-buying-opportunities><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google: Systematic Volatility Created Idiosyncratic Buying OpportunitiesMar. 10, 2022 9:53 PM ETAlphabet Inc. (GOOG),GOOGLAAPL,AMZN,DIS,FB,NFLX,SNAP6 Comments7 LikesSummarySystematic volatility has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4494679-google-systematic-volatility-idiosyncratic-buying-opportunities\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4494679-google-systematic-volatility-idiosyncratic-buying-opportunities","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180965441","content_text":"Google: Systematic Volatility Created Idiosyncratic Buying OpportunitiesMar. 10, 2022 9:53 PM ETAlphabet Inc. (GOOG),GOOGLAAPL,AMZN,DIS,FB,NFLX,SNAP6 Comments7 LikesSummarySystematic volatility has created buying opportunities for Alphabet in my opinion.I believe the 20-1 split and Apple IDFA changes will provide Alphabet with short-term price and earnings catalysts.In my opinion, Google Search will maintain high free cash flow levels potentially supporting GCP and Other Bets.My free cash flow forecasts through 2026 covers 33% of market capitalization at current levels.JHVEPhoto/iStock Editorial via Getty ImagesThesisWhile Google Search and Android continue to hold the majority in their respective market shares globally, I believe the iron-clad service segment remains healthy, supporting fast top-line growth and high levels of free cash flow. Associal media shifts to being more video-basedvia Reels (FB) and TikTok, YouTube continues to show the resilience of its business model as demand is being met with a proven monetization strategy, in my opinion. Google Services ads may experience short-term tailwinds as new inefficiencies in social media advertising caused by Apple's (AAPL) IDFA laws could push marketers to their platforms.I believe the potential for the Services segment to increase operating leverage and produce high free cash flow will support GCP and Other Bets' runway to profitability. This may support growing returns on invested capital [ROIC] into the future.While not a factor in my core Alphabet(NASDAQ:GOOG)(GOOGL) thesis, I do believe the 20-1 stock split will also provide short-term tailwinds for the stock.BackgroundAlphabet is a collection of businesses broken down in the company's filings by Google (Google Services & Google Cloud) and Other Bets:MediumSource:MediumThe majority of Alphabet sales are generated through performance and brand advertisements that appear on Google Search & other properties. Google Cloud generates revenue from GCP through infrastructure, platform, and other services while Workspace generates revenues from cloud-based collaboration tools for enterprises (Gmail, Docs, Drive, Calendar, and Meet). Other Bets generates revenue from the portfolio of emerging businesses in the early stages of commercialization.GOOG 10-KSource: GOOG10-KThesis SupportGoogle Search MoatGoogle Services include ads, Android, Chrome, hardware, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube, with the crown jewel being Google Search, in my opinion. I believe Google Search is a true media phenomenon. Not only does Google hold nearly all of the global search engine market share, but it is also a defined verb in the Merriam-Webster dictionary, showing the true impact it made on society:google [verb]: to use the Googlesearch engineto obtain information about (someone or something) on the World Wide WebWorldwide Search Engine Market Share Across All Platforms(statcounter)Source:StatCounterWhile many refer to online searching as \"Googling,\" I also believe consumer stickiness is represented through Google's maintained level ofelevatedmarket share while keeping traffic acquisition costs [TAC]relatively stable. Through what I believe is a sticky user base that makes up their dominating market share, Google Search has immense advertising pricing power in my opinion as marketers aim to reach as many viewers as possible.Another reason Google Search has remained the dominant search engine is because of the mobile market. Not only does Android (an Alphabet subsidiary) control70%of the mobile OS market, but they also pay Apple (25%of mobile OS market) directly to be the default search engine on iOS as well. While the$15 billion sumGoogle paid Apple makes up a significant portion of 2021 TAC, mobile usage was theprimary driver of service monetizationgrowth last year as mentioned in Alphabet's 10-K. While I do believe this relationship with Apple poses a potential risk to Google (I cover this in the 'Risks' section), it also opens them up to a unique short-term opportunity.Apple iOS 14 OpportunityAs a part of theiOS 14 updatereleased last year, Apple gave users the ability to block advertiser identifiers [IDFA] at the app level, meaning applications (like Facebook & Instagram (FB) and Snapchat (SNAP)) are required to ask iOS users to collect data. I believe this is a significant headwind for social media companies as ad placements potentially become significantly less efficient with only~26% of global usersallowing apps to track them after iOS 14 was released. I believe social media headwinds present opportunities as marketers potentially shift from social media brand awareness-driven advertisements to Google's specified AdWords pull strategy. Understandably, businesses advertising on social platforms may not have the same success as Google ads but I figured the potential catalyst was worth mentioning.I also find it important to note while these IDFA changes are hurting social media ad algorithms and the businesses utilizing them, I believe it's in Apple's best interest to support Google's advertising business. This is because Apple was able to generate~$15 billionin operating income in 2021 through its charges to Google to be the default search engine. This number is mind-boggling, representing~14% of AAPL's operating incomein 2021 and I believe this can continue if their strategic partnership with Google carries on. In my opinion, this theory has already been partially represented in stock moves since the IDFA changes were announced on April 21, 2021:Created By AuthorCreated By AuthorSource: Created By Author Using Data FromKoyfinYouTubeRelative to competition, I also believe Alphabet holds competitive advantages in video monetization. While Facebook is trying toactively competewith TikTok's exponentially growing market share across social platforms, I believe YouTube is still in a realm of its own. The short video platform has grown immensely in popularity shown in TikTok's rapid user growth since 2018:Business of AppsSource:Business of AppsEven with over 1 billion monthly active users [MAU], TikTok only generated$4.6 billion in 2021, an ARPU of $4.6. Facebook is actively working tobetter monetize the reels platformand increase that ARPU number. I believe monetizing short video is difficult because of how user-friendly the platforms are. From my experience, a TikTok or reels user can easily scroll past ads and choose to almost immediately skip.YouTube on the other hand dominates longer form creator-based videos and monetizes video much more efficiently, in my opinion. I believe these monetization efforts are clearly seen in YouTube's impressive growth since being acquired in 2006. Below is a chart comparing YouTube's ad revenue (not including YouTube subscriptions) to Netflix's(NASDAQ:NFLX)total revenues:GOOG NFLX 10-KsSource: GOOG, NFLX 10-KsWhen comparing YouTube to Netflix, Disney (DIS), Amazon (AMZN), and other long-form video content producers, I believe YouTube's competitive advantage is significant. This is because the content is substantially cheaper as it is creator-based, it's free to use for consumers, and their monetization ability via advertisements is highly successful, in my opinion.Alphabet acquired YouTube for$1.65 billion in 2006when the business was doing approximately$15 million in revenuesin the trailing twelve months. Today, YouTube has over2 billion users, over30 million premium subscribers, and generated$28.85 billionin ad revenue in 2021. In my opinion, this acquisition played out perfectly and could be an excellent proxy for future bets paying off for Alphabet in the future.Fueling Other BetsThose future bets are currently reported as 'Other Bets' in Alphabet filings and make up a minority portion of total revenues. This Alphabet segment includes companies like Calico, Nest, Verily, and Waymo. Even though other bets are currently an immaterial portion of total revenues (0.29% in 2021), a company similar to YouTube (which grew revenues by192,200% in 16 years) could provide immense earnings power for Alphabet in the future.Alongside Alphabet's current portfolio, they have~$140 billionin cash sitting on the sidelines that management can utilize for future acquisitions.20-1 Stock SplitOn 7/15/2022, Alphabet shareholders willreceive 19 additional sharesand the price of Alphabet's stock will bedivided by 20. I want to reiterate the fact the stock split announced on 2/1/2022 provides notrue economic valueto Alphabet shareholders or the company, but short-term tailwinds may come for the stock. According to Bank of America, stocks that split typically outperform the S&P 500 over the next twelve months by 16% (25% vs. 9%). Because Alphabet's stock currently trades at $2,650 at the time of writing this article, I believe the momentum potentially created by making the stock (and options) more affordable to investors could create short-term catalysts.FinancialsBelow I've included Alphabet's cap table accompanied by my P&L model highlights, free cash flow forecasts, return on invested capital [ROIC] forecasts, a discounted cash flow [DCF] analysis, price targets, and a tactical risk/reward table:Created By AuthorCreated By AuthorCreated By AuthorCreated By AuthorCreated By AuthorSource: Created By Author Using Data From $GOOGL FilingsRisksTraffic Acquisition Costs & RelationshipsWhile Google Search actively holds the majority global search market share, it doesn't go without traffic acquisition costs. In 2021, Google's total TAC was46.6 billion, ~31% of Search revenues. Also in 2021, it was estimated that Google paid Apple 15 billionto remain the default search engine on Safari (Apple's default internet browser). While 1/3 of Google's TAC went to Apple last year, it supplemented their dominance in mobile search engine market share.Mobile Search Engine Market Share Worldwide(statcounter)Source:StatCounterThe risk I see is the pricing power Apple has over Google regarding TAC. I believe the relationship with Google Search makes the most sense for Apple but it doesn't mean they won't continue to make Google pay top dollar to remain the default search engine potentially eating at Google Search margins.RegulationBecause of Alphabet's monopolistic structure, it's an easy target for politicians. The Department of Justice [DOJ] regularly sues Google for antitrust issues, which has resulted in fines that I believe are meaningless to Alphabet's long-term results. With the information the company has access to and the dominance it holds over global search, I don't believe government regulation dissipates. I believe a mitigant to regulatory risks is the fact that if governments intervene too much in Google's advertising business, it will ripple through and hurt small businesses even more. It's also my opinion that in the worst-case Alphabet would be forced to split up and in that instance, investors would have the ability to own individual assets like YouTube which have the potential to deliver even higher growth rates than Alphabet as a whole.SummaryAlphabet is a company I have very high conviction in over the long term. I believe they have one of the greatest business models that exist with Google Search which in my opinion generates ample amounts of free cash flow that may support Other Bets in the company's portfolio. I believe Alphabet has an extremely large moat and is a vital part of our daily lives.Systematic volatility has attributed to Alphabet's recent decline and at current levels, I believe represents attractive buying opportunities. My DCF shows that Alphabet is currently trading at over a 50% discount to fair value (using what I think is a conservative terminal value multiple of 22.8x) and my 5-year base-case price target points to a 17.2% CAGR in stock price until 2026. Without accounting for any significant growth (<$78 million in top-line) in the Other Bets segment, I project Alphabet's free cash flow will cover 33% of the current market cap over the next 5 years as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818437810,"gmtCreate":1630424834730,"gmtModify":1676530301130,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"By end of 2021, it will hit 5000 level","listText":"By end of 2021, it will hit 5000 level","text":"By end of 2021, it will hit 5000 level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818437810","repostId":"2163185185","repostType":4,"repost":{"id":"2163185185","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1630419960,"share":"https://ttm.financial/m/news/2163185185?lang=&edition=fundamental","pubTime":"2021-08-31 22:26","market":"us","language":"en","title":"The S&P 500 is headed for 5,000, says UBS. Here's the when and how.","url":"https://stock-news.laohu8.com/highlight/detail?id=2163185185","media":"Dow Jones","summary":"On the last trading day of August, stock futures are pointing higher as markets look past downbeat e","content":"<p>On the last trading day of August, stock futures are pointing higher as markets look past downbeat economic news from China and continued COVID-19 contagion worries. It's all part of a relentless march higher for stocks that barely paused this summer.</p>\n<p>\"The S&amp;P 500 has posted at least 1 new closing high every week since the week of June 7, 2021, 13 weeks in a row. August 2021 has posted 12 new closing highs in the 21 trading days, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> day left to go,\" noted Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices.</p>\n<p>\"Year-to-date the index has posted 53 new closing highs, and is tied for the 4 highest in index history (from 1926),\" added Silverblatt, who added that even if the market seems wacky, \"if you're not in it, you're nuts, and most likely out of a job (keep your finger on the button).\"</p>\n<p>Our call of the day from UBS's chief investment officer Mark Haefele, sees the S&amp;P 500 is on a solid path to another big milestone -- 5,000. That's his end-2022 goal, while the bank sees the index reaching 4,600 by the end of this year.</p>\n<p>\"The S&amp;P 500 has broken above 4,500 for the first time, taking gains for 2021 to over 20%. This might seem surprising given the recent run of negative news, including disappointing U.S. consumer data and a continual rise in COVID-19 infections. But we believe that the momentum toward reopening and recovery is intact and that there is further upside to equities,\" Haefele told clients in a note.</p>\n<p>He rattles off a list of supportive factors, including a fifth-straight quarter of robust results with more than 85% of companies beating second-quarter earnings and sales estimates; aggregate corporate profits up nearly 90% from year-ago levels; earnings nearly 30% higher than pre-pandemic levels; and revenue growth so robust it's overwhelming cost pressures.</p>\n<p>\"We believe cost pressures for businesses should subside as supply begins to catch up. In addition, consumers' balance sheets are at their strongest in decades due to the significant buildup in household savings over the past year, and retailers will continue to restock to keep up with demand,\" said Haefele.</p>\n<p>Show us the stocks? \"With the economic recovery broadening, we expect cyclical sectors, including energy and financials, to take the lead,\" he added.</p>\n<p><b>The chart</b></p>\n<p>Thomas Lee, founder of Fundstrat Global Advisors, notes that history is on the side of a strong September when markets see an equally upbeat first half.</p>\n<p>That's even as investors worry about \"overbought\" markets due for a pullback and stats showing September returns since 1928 have been down about 0.1%. In a note to clients, Lee counters that seasonality factors change when a first half is strong -- the first six months of 2021 saw a more than 13% gain, the 10th best since 1928.</p>\n<p>That should mean a stronger September than expected and an intact \"everything rally.\" Here's his chart:</p>\n<p><img src=\"https://static.tigerbbs.com/7ee49b4bca8dd1180df5c66c2370394f\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The S&P 500 is headed for 5,000, says UBS. Here's the when and how.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe S&P 500 is headed for 5,000, says UBS. Here's the when and how.\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\">2021-08-31 22:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>On the last trading day of August, stock futures are pointing higher as markets look past downbeat economic news from China and continued COVID-19 contagion worries. It's all part of a relentless march higher for stocks that barely paused this summer.</p>\n<p>\"The S&amp;P 500 has posted at least 1 new closing high every week since the week of June 7, 2021, 13 weeks in a row. August 2021 has posted 12 new closing highs in the 21 trading days, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> day left to go,\" noted Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices.</p>\n<p>\"Year-to-date the index has posted 53 new closing highs, and is tied for the 4 highest in index history (from 1926),\" added Silverblatt, who added that even if the market seems wacky, \"if you're not in it, you're nuts, and most likely out of a job (keep your finger on the button).\"</p>\n<p>Our call of the day from UBS's chief investment officer Mark Haefele, sees the S&amp;P 500 is on a solid path to another big milestone -- 5,000. That's his end-2022 goal, while the bank sees the index reaching 4,600 by the end of this year.</p>\n<p>\"The S&amp;P 500 has broken above 4,500 for the first time, taking gains for 2021 to over 20%. This might seem surprising given the recent run of negative news, including disappointing U.S. consumer data and a continual rise in COVID-19 infections. But we believe that the momentum toward reopening and recovery is intact and that there is further upside to equities,\" Haefele told clients in a note.</p>\n<p>He rattles off a list of supportive factors, including a fifth-straight quarter of robust results with more than 85% of companies beating second-quarter earnings and sales estimates; aggregate corporate profits up nearly 90% from year-ago levels; earnings nearly 30% higher than pre-pandemic levels; and revenue growth so robust it's overwhelming cost pressures.</p>\n<p>\"We believe cost pressures for businesses should subside as supply begins to catch up. In addition, consumers' balance sheets are at their strongest in decades due to the significant buildup in household savings over the past year, and retailers will continue to restock to keep up with demand,\" said Haefele.</p>\n<p>Show us the stocks? \"With the economic recovery broadening, we expect cyclical sectors, including energy and financials, to take the lead,\" he added.</p>\n<p><b>The chart</b></p>\n<p>Thomas Lee, founder of Fundstrat Global Advisors, notes that history is on the side of a strong September when markets see an equally upbeat first half.</p>\n<p>That's even as investors worry about \"overbought\" markets due for a pullback and stats showing September returns since 1928 have been down about 0.1%. In a note to clients, Lee counters that seasonality factors change when a first half is strong -- the first six months of 2021 saw a more than 13% gain, the 10th best since 1928.</p>\n<p>That should mean a stronger September than expected and an intact \"everything rally.\" Here's his chart:</p>\n<p><img src=\"https://static.tigerbbs.com/7ee49b4bca8dd1180df5c66c2370394f\" tg-width=\"700\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","SH":"标普500反向ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163185185","content_text":"On the last trading day of August, stock futures are pointing higher as markets look past downbeat economic news from China and continued COVID-19 contagion worries. It's all part of a relentless march higher for stocks that barely paused this summer.\n\"The S&P 500 has posted at least 1 new closing high every week since the week of June 7, 2021, 13 weeks in a row. August 2021 has posted 12 new closing highs in the 21 trading days, with one day left to go,\" noted Howard Silverblatt, senior index analyst at S&P Dow Jones Indices.\n\"Year-to-date the index has posted 53 new closing highs, and is tied for the 4 highest in index history (from 1926),\" added Silverblatt, who added that even if the market seems wacky, \"if you're not in it, you're nuts, and most likely out of a job (keep your finger on the button).\"\nOur call of the day from UBS's chief investment officer Mark Haefele, sees the S&P 500 is on a solid path to another big milestone -- 5,000. That's his end-2022 goal, while the bank sees the index reaching 4,600 by the end of this year.\n\"The S&P 500 has broken above 4,500 for the first time, taking gains for 2021 to over 20%. This might seem surprising given the recent run of negative news, including disappointing U.S. consumer data and a continual rise in COVID-19 infections. But we believe that the momentum toward reopening and recovery is intact and that there is further upside to equities,\" Haefele told clients in a note.\nHe rattles off a list of supportive factors, including a fifth-straight quarter of robust results with more than 85% of companies beating second-quarter earnings and sales estimates; aggregate corporate profits up nearly 90% from year-ago levels; earnings nearly 30% higher than pre-pandemic levels; and revenue growth so robust it's overwhelming cost pressures.\n\"We believe cost pressures for businesses should subside as supply begins to catch up. In addition, consumers' balance sheets are at their strongest in decades due to the significant buildup in household savings over the past year, and retailers will continue to restock to keep up with demand,\" said Haefele.\nShow us the stocks? \"With the economic recovery broadening, we expect cyclical sectors, including energy and financials, to take the lead,\" he added.\nThe chart\nThomas Lee, founder of Fundstrat Global Advisors, notes that history is on the side of a strong September when markets see an equally upbeat first half.\nThat's even as investors worry about \"overbought\" markets due for a pullback and stats showing September returns since 1928 have been down about 0.1%. In a note to clients, Lee counters that seasonality factors change when a first half is strong -- the first six months of 2021 saw a more than 13% gain, the 10th best since 1928.\nThat should mean a stronger September than expected and an intact \"everything rally.\" Here's his chart:","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805917498,"gmtCreate":1627836356314,"gmtModify":1703496426810,"author":{"id":"3566524239552357","authorId":"3566524239552357","name":"GANCL","avatar":"https://static.tigerbbs.com/02bdb0309baf16b47e74509dc75824e6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566524239552357","authorIdStr":"3566524239552357"},"themes":[],"htmlText":"For long term investment&nbsp;","listText":"For long term investment&nbsp;","text":"For long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805917498","repostId":"1122171439","repostType":4,"repost":{"id":"1122171439","kind":"news","pubTimestamp":1627786350,"share":"https://ttm.financial/m/news/1122171439?lang=&edition=fundamental","pubTime":"2021-08-01 10:52","market":"us","language":"en","title":"Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow","url":"https://stock-news.laohu8.com/highlight/detail?id=1122171439","media":"InvestorPlace","summary":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.Alphabet just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow  grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.On July 27, Alphabet, the pa","content":"<blockquote>\n GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n</blockquote>\n<p><b>Alphabet</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.</p>\n<p>On July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.</p>\n<p>That implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.</p>\n<p>Of course, this assumes that advertising growth — and the economy in general — stay red hot.</p>\n<p><b>Estimating Google’s FCF</b></p>\n<p>But more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.</p>\n<p>I think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.</p>\n<p>So, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,<i>Seeking Alpha</i>shows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.</p>\n<p>We should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.</p>\n<p><b>What GOOG Stock Is Now Worth</b></p>\n<p>One way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen on<i>Seeking Alpha’s</i>historical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.</p>\n<p>First, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according to<i>Yahoo! Finance</i>, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.</p>\n<p>Next, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.</p>\n<p><b>What To Do With GOOG Stock</b></p>\n<p>In other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.</p>\n<p>For example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.</p>\n<p>I don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.</p>\n<p>Bottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.</p>","source":"lsy1606302653667","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>Alphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow</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\">\nAlphabet Is Worth $3,554 Based on Its Powerful Free Cash Flow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results,...</p>\n\n<a href=\"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","QNETCN":"纳斯达克中美互联网老虎指数","GOOGL":"谷歌A","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://investorplace.com/2021/07/goog-stock-is-worth-3554-or-30-percent-more-based-on-26-5-percent-fcf-margins/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122171439","content_text":"GOOG stock will benefit in 2022 from its higher FCF margins, so that with a 3.2% FCF yield it will be worth 30% more.\n\nAlphabet(NASDAQ:GOOG, NASDAQ:GOOGL) just reported stellar second-quarter results, in terms of both revenue and earnings. But even more importantly, its free cash flow (FCF) grew substantially, both in absolute numbers and FCF margins. As a result, I believe that GOOG stock is now worth at least 30% more or $3,554 per share. This article will describe how I came up with that valuation.\nOn July 27, Alphabet, the parent of online search engine Google that makes most of its money from advertising, reported a huge 62% revenue gain on a year-0ver-year (YOY) basis. Even on a quarter-over-quarter basis, its revenue of $61.88 billion in Q2 grew by 11.87% from $55.314 billion in Q1.\nThat implies an annualized run rate of 56.6%. So that coincides with its historical 62% YOY rate, implying that next year the company will show 57% YOY revenue growth.\nOf course, this assumes that advertising growth — and the economy in general — stay red hot.\nEstimating Google’s FCF\nBut more importantly, its FCF rose to $16.394 billion, which can beseen on page 7of the earnings release. Alphabet is one of the few companies that help investors by calculating their own FCF figures. For example, last quarter its FCF was $13.347 billion (also onpage 7 of the Q1 report). This shows that its quarterly FCF growth was 22.83% just on a QOQ basis. That implies a huge run rate growth rate, although this is not what I will use to project out its future FCF.\nI think it is better to look at Alphabet’s FCF margins to forecast its future FCF. For example, in Q2 its $16.4 billion FCF represents 26.5% of its $61.88 billion in revenue. That is a huge gain over its FCF margins. Dividing $13.347 billion in Q1 FCF by revenue of $55.314 billion shows that Q1 FCF margins were just 24.1%.\nSo, going forward let’s estimate that FCF will be 26.5% of its forecast revenue. For example,Seeking Alphashows that analystsproject 2021 revenue of $250.29 billion. That implies its 2021 FCF will be $66.3 billion this year. But this is likely now already implied or discounted in the GOOG stock price.\nWe should probably use 2022 estimates since the market will soon start valuing GOOG stock on its 2002 numbers. Seeking Alpha indicates $286.36 billion for 2022. Applying the 26.5% FCF margin to this estimate yields an FCF estimate of $75.89 billion. That is substantially higher than the estimates for 2021 FCF. We can now use this to value GOOG stock.\nWhat GOOG Stock Is Now Worth\nOne way to value GOOG stock is to use its historical FCF yield and apply it to our future FCF estimate. For example, in the trailing 12 months (TTM) to June 30, Alphabet produced $58.536 billion in FCF. This can be seen onSeeking Alpha’shistorical FCF pageby subtracting its TTM capex from its TTM cash flow from operations. Here is how we will use this.\nFirst, we calculate its historical TTM FCF yield. For example, the company now has a market capitalization of $1.826 trillion, according toYahoo! Finance, which usually has the best calculations. Therefore, if we divide its TTM FCF of $58.536 by its $1,826 billion market cap, the FCF yield works out to 3.2%.\nNext, we can divide our forecast of $75.89 billion in 2022 FCF by its TTM FCF yield of 3.2%. That derives a new target market value of $2.37 trillion. In other words, GOOG stock has a target market cap that is 29.88% higher than today’s price. Therefore, using yesterday’s closing price of $2,730.81, its target price is $3,546 per share.\nWhat To Do With GOOG Stock\nIn other words, starting with the company’s much higher FCF margins and projecting these out against 2022 revenue, GOOG stock should rise at least 30% sometime over the next year. That assumes a fairly high 3.2% FCF yield. It is very possible that the yield could rise, which would lower the target price.\nFor example, consider this. Above, we projected that Alphabet will produce $66.3 billion in FCF this year. But that represents a higher 3.63% FCF yield on today’s $1,826 billion market cap. Applying this higher 3.63% FCF yield to its 2022 estimates would result in a lower price target than my 30% expected gain.\nI don’t think that is what will happen in reality. Don’t forget that we assume that the company will have a much higher FCF margin in 2022 than its historical TTM FCF. Therefore, the value of the company should be higher. That implies the FCF yield should be low such as the 3.2% FCF yield I used. If you are following me so far, this means that my projections are likely to come to pass on a historical basis, albeit in the future.\nBottom line — GOOG stock is a buy, as it is likely to move at least 30% higher assuming its FCF stays as strong as just shown in Q2.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}