BernardLL personal page - To The Moon

BernardLL

BernardLL

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08-10

$XIAOMI-W(01810)$ Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?

2023-12-22

$TENCENT(00700)$ Why the sudden sell off?

2023-03-12

Get ready for the big storm ahead

20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB

2023-07-23

Do the opposite of what she's doing and u make money

Is Cathie Wood Giving Up on Chinese Stocks?

2021-08-25

$BOQI ENV(02377)$Will study this company carefully

2023-12-21

It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon

What Killed the US Stock Rally?

2023-11-02

The sharks already set up their positions in China heavyweights

UBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks

09-21

The author knows better abt Apple than Warren?

Apple, the World's Most Valuable Stock, Is Still Underestimated

02-27

$BIDU-SW(09888)$ Way to go

2023-12-27

$TENCENT(00700)$ those who short Tencent will suffer big losses

2023-12-11

Baba is not competitive enough

China Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba

2023-10-24

$HSI(HSI)$ Alot of people feeling bearish and fearful. Time for me to be greedy now

2023-08-08

$HSI(HSI)$ Have to be patient. The day will come

2023-05-16

$U.S. Bancorp(USB)$ Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now

2022-12-23

$PAX GLOBAL(00327)$ Observing this company

2022-09-23

HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets

2022-05-19

$FIT Hon Teng(06088)$I will be studying this company. Wait for my updates

2021-08-18

$CHINA YOUZAN(08083)$Bought in

2022-05-27

$CHINA STARCH(03838)$for your reference

2021-08-19

$Alibaba(09988)$Oversold.

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will Qualcomm overtake Nvidia as the next king of chips","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Will Qualcomm overtake Nvidia as the next king of chips","text":"$Qualcomm(QCOM)$ Will Qualcomm overtake Nvidia as the next king of chips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372385884217408","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371172303388896,"gmtCreate":1731636413672,"gmtModify":1731636417930,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Invest for the long term","listText":"<a href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Invest for the long term","text":"$Qualcomm(QCOM)$ Invest for the long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371172303388896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370590932988040,"gmtCreate":1731494459627,"gmtModify":1731494463443,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3","listText":"These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3","text":"These 3 stocks are reflecting the actual economy of US whereas the others are bubbles. Maybe it's a good time to invest in these 3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370590932988040","repostId":"2483071656","repostType":2,"repost":{"id":"2483071656","pubTimestamp":1731489420,"share":"https://ttm.financial/m/news/2483071656?lang=&edition=fundamental","pubTime":"2024-11-13 17:17","market":"us","language":"en","title":"Why Were Dividend King Stocks Coca-Cola, PepsiCo, and Procter & Gamble Falling After the Election?","url":"https://stock-news.laohu8.com/highlight/detail?id=2483071656","media":"Motley Fool","summary":"The S&P 500 may be hitting an all-time high, but these three safe stocks are missing out.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>The consumer staples sector is selling off while other cyclical pockets of the market are soaring.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Coca-Cola, PepsiCo, and Procter &amp; Gamble did not report impressive results in their latest quarterly earnings reports.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>These three Dividend Kings are reliable passive income powerhouses at attractive valuations.</div>\n</li>\n</ul><div><p>The broader indexes rallied after the election results, closing the week at all-time highs. But plenty of industry leaders were noticeably absent from the post-election run-up.</p><p>Here's why <strong>Coca-Cola</strong> <span>(KO<span> -0.25%</span>)</span>, <strong>PepsiCo </strong><span>(PEP<span> 0.05%</span>)</span>, and <strong>Procter &amp; Gamble</strong> <span>(PG<span> -0.11%</span>)</span> are sitting on the sidelines but are three dividend stocks that could still be worth buying now.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797301%2Fman-mid-aged-laptop-stressed-gettyimages-508298574-1200x800-5b2df79.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/797301/man-mid-aged-laptop-stressed-gettyimages-508298574-1200x800-5b2df79.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/797301/man-mid-aged-laptop-stressed-gettyimages-508298574-1200x800-5b2df79.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/797301/man-mid-aged-laptop-stressed-gettyimages-508298574-1200x800-5b2df79.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>The consumer staples sector has slowed</h2><p>The consumer staples sector is having a great year, buoyed by top names like <strong>Walmart </strong>and <strong>Costco Wholesale</strong>, which have both crushed the <strong>S&amp;P 500</strong> and <strong>Nasdaq Composite</strong> year to date.</p><p>Coke and P&amp;G also hit all-time highs earlier this year, but began cooling in late September. As you can see in the following chart, Coke, Pepsi, and P&amp;G are down over the last three months, while the S&amp;P 500 has soared 12.7%.</p><p><img src=\"https://media.ycharts.com/charts/a404dbf2ecc2e145a491a90717ca066e.png\"/></p><p>KO data by YCharts</p><div><div><div></div></div></div><p>So even before the election results came in, all three companies were pulling back from their highs. The simplest reason: earnings weren't great.</p><h2>Dealing with the same problem</h2><p>Despite being on track for record profits in 2024, Coke's unit case volumes declined in the recent quarter. Coke had been keeping case volume growth barely positive. Coke has relied heavily on price increases to drive higher earnings. Declining case volumes are a red flag that consumers are resisting price increases and that Coke needs to take action to drum up demand.</p><div></div><p>Similarly, Pepsi's latest quarter showed volume declines across all its major categories, including the drinks business and Pepsi-owned Frito-Lay and Quaker Oats. Pepsi has been a worse performer than Coke and P&amp;G year to date, namely because it has been facing volume declines longer. However, Pepsi's management is getting creative with new ways to spark demand, such as giving customers more product per bag and increasing the number of small chip bags in variety packs.</p><p>P&amp;G's latest quarter also showcased weak sales growth. But P&amp;G's pricing power is simply on another level, as the company is on track for another record year of profits and expects to grow net sales by low single digits. What's more, P&amp;G generates plenty of extra earnings to aggressively repurchase stock at a much higher rate than Coke and Pepsi are capable of at this time. So unsurprisingly, P&amp;G sports the most expensive valuation of the three companies, while Pepsi has the lowest.</p><div><div><div></div></div></div><p><img src=\"https://media.ycharts.com/charts/a86e47500e438398af9305815a9ef6aa.png\"/></p><p>PG PE Ratio data by YCharts</p><p>Still, disappointing quarters from all three companies don't explain why they missed out on the post-election rally.</p><h2>Balanced buys that are worth a closer look</h2><p>The biggest winners after the election results were sectors like financials and industrials, which could benefit from some of the new administration's policies such as less regulation, easier requirements for mergers and acquisitions, and potential subsidies for developing U.S. manufacturing and industrial production. Other sectors that rallied were the usual suspects of technology, consumer discretionary, and communications -- driven by <strong>Nvidia</strong>, <strong>Apple</strong>, <strong>Microsoft</strong>, <strong>Tesla</strong>, <strong>Amazon</strong>, <strong>Alphabet</strong>, and <strong>Meta Platforms</strong>.</p><p>The consumer staples sector tends to do well during times of uncertainty, which there was a lot of leading up to the election. But with the results in, investors seem to be gravitating toward cyclical sectors that could be coiled springs for economic growth.</p><div><div><div></div></div></div><p>Long-term investors would do well to avoid getting caught up in short-term market movements or pile into and out of sectors just because they have momentum.</p><p>Coke, Pepsi, and P&amp;G stand out as three ultra-safe dividend stocks ideal for risk-averse investors. The companies Dividend Kings -- meaning they have paid and raised their dividends for at least 50 consecutive years. Pepsi's streak is 52 years, Coke's is 62 years, and P&amp;G is one of the longest-tenured Dividend Kings with a 68-year streak. Investors should target these companies to generate passive income or supplement income in retirement, not to try and beat the market over a matter of months.</p><p>All three companies sport reasonable valuations and price-to-earnings ratios that are less expensive than the S&amp;P 500. It wouldn't be surprising if Coke, Pepsi, and P&amp;G continue to underperform the broader market in the near term. If that happens, these companies could go from balanced buys to screaming buys that are too cheap to ignore.</p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Were Dividend King Stocks Coca-Cola, PepsiCo, and Procter & Gamble Falling After the Election?</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 Were Dividend King Stocks Coca-Cola, PepsiCo, and Procter & Gamble Falling After the Election?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-13 17:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/11/13/dividend-king-stocks-coca-cola-falling-election/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The consumer staples sector is selling off while other cyclical pockets of the market are soaring.\n\n\n\n\n\n\n\nCoca-Cola, PepsiCo, and Procter & Gamble did not report impressive results in their latest ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/11/13/dividend-king-stocks-coca-cola-falling-election/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F797301%2Fman-mid-aged-laptop-stressed-gettyimages-508298574-1200x800-5b2df79.jpg&op=resize&w=165&h=104","relate_stocks":{"KO":"可口可乐","PEP":"百事可乐","PG":"宝洁"},"source_url":"https://www.fool.com/investing/2024/11/13/dividend-king-stocks-coca-cola-falling-election/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483071656","content_text":"The consumer staples sector is selling off while other cyclical pockets of the market are soaring.\n\n\n\n\n\n\n\nCoca-Cola, PepsiCo, and Procter & Gamble did not report impressive results in their latest quarterly earnings reports.\n\n\n\n\n\n\n\nThese three Dividend Kings are reliable passive income powerhouses at attractive valuations.\n\nThe broader indexes rallied after the election results, closing the week at all-time highs. But plenty of industry leaders were noticeably absent from the post-election run-up.Here's why Coca-Cola (KO -0.25%), PepsiCo (PEP 0.05%), and Procter & Gamble (PG -0.11%) are sitting on the sidelines but are three dividend stocks that could still be worth buying now.Image source: Getty Images.The consumer staples sector has slowedThe consumer staples sector is having a great year, buoyed by top names like Walmart and Costco Wholesale, which have both crushed the S&P 500 and Nasdaq Composite year to date.Coke and P&G also hit all-time highs earlier this year, but began cooling in late September. As you can see in the following chart, Coke, Pepsi, and P&G are down over the last three months, while the S&P 500 has soared 12.7%.KO data by YChartsSo even before the election results came in, all three companies were pulling back from their highs. The simplest reason: earnings weren't great.Dealing with the same problemDespite being on track for record profits in 2024, Coke's unit case volumes declined in the recent quarter. Coke had been keeping case volume growth barely positive. Coke has relied heavily on price increases to drive higher earnings. Declining case volumes are a red flag that consumers are resisting price increases and that Coke needs to take action to drum up demand.Similarly, Pepsi's latest quarter showed volume declines across all its major categories, including the drinks business and Pepsi-owned Frito-Lay and Quaker Oats. Pepsi has been a worse performer than Coke and P&G year to date, namely because it has been facing volume declines longer. However, Pepsi's management is getting creative with new ways to spark demand, such as giving customers more product per bag and increasing the number of small chip bags in variety packs.P&G's latest quarter also showcased weak sales growth. But P&G's pricing power is simply on another level, as the company is on track for another record year of profits and expects to grow net sales by low single digits. What's more, P&G generates plenty of extra earnings to aggressively repurchase stock at a much higher rate than Coke and Pepsi are capable of at this time. So unsurprisingly, P&G sports the most expensive valuation of the three companies, while Pepsi has the lowest.PG PE Ratio data by YChartsStill, disappointing quarters from all three companies don't explain why they missed out on the post-election rally.Balanced buys that are worth a closer lookThe biggest winners after the election results were sectors like financials and industrials, which could benefit from some of the new administration's policies such as less regulation, easier requirements for mergers and acquisitions, and potential subsidies for developing U.S. manufacturing and industrial production. Other sectors that rallied were the usual suspects of technology, consumer discretionary, and communications -- driven by Nvidia, Apple, Microsoft, Tesla, Amazon, Alphabet, and Meta Platforms.The consumer staples sector tends to do well during times of uncertainty, which there was a lot of leading up to the election. But with the results in, investors seem to be gravitating toward cyclical sectors that could be coiled springs for economic growth.Long-term investors would do well to avoid getting caught up in short-term market movements or pile into and out of sectors just because they have momentum.Coke, Pepsi, and P&G stand out as three ultra-safe dividend stocks ideal for risk-averse investors. The companies Dividend Kings -- meaning they have paid and raised their dividends for at least 50 consecutive years. Pepsi's streak is 52 years, Coke's is 62 years, and P&G is one of the longest-tenured Dividend Kings with a 68-year streak. Investors should target these companies to generate passive income or supplement income in retirement, not to try and beat the market over a matter of months.All three companies sport reasonable valuations and price-to-earnings ratios that are less expensive than the S&P 500. It wouldn't be surprising if Coke, Pepsi, and P&G continue to underperform the broader market in the near term. If that happens, these companies could go from balanced buys to screaming buys that are too cheap to ignore.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363641977831616,"gmtCreate":1729822394244,"gmtModify":1729822801610,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01816\">$CGN POWER(01816)$</a> Invest abit in nuclear energy","listText":"<a href=\"https://ttm.financial/S/01816\">$CGN POWER(01816)$</a> Invest abit in nuclear energy","text":"$CGN POWER(01816)$ Invest abit in nuclear energy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363641977831616","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360545065275592,"gmtCreate":1729042922757,"gmtModify":1729042926740,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> Short Baba","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> Short Baba","text":"$BABA-W(09988)$ Short Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360545065275592","isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359881175724312,"gmtCreate":1728869608557,"gmtModify":1728869612327,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Euphoria has ended... the selling will begin","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Euphoria has ended... the selling will begin","text":"$XIAOMI-W(01810)$ Euphoria has ended... the selling will begin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359881175724312","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358555312750832,"gmtCreate":1728563222345,"gmtModify":1728563226474,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ready to load up on this after clearing all my HK stocks","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v> Ready to load up on this after clearing all my HK stocks","text":"$Amazon.com(AMZN)$ Ready to load up on this after clearing all my HK stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358555312750832","isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358147109875776,"gmtCreate":1728475042190,"gmtModify":1728479231645,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus&nbsp;","text":"$XIAOMI-W(01810)$ Xiaomi is a good company. But no point holding this now. Downwards cycle. The Fed may not do that many rate cuts thus forcing the CCP to hold back their stimulus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358147109875776","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563421686188310","authorId":"3563421686188310","name":"Hopehope赋予希望","avatar":"https://community-static.tradeup.com/news/46495f44529967f5d3b4d03a47167f5b","crmLevel":9,"crmLevelSwitch":1,"idStr":"3563421686188310","authorIdStr":"3563421686188310"},"content":"ok I'm holding the long term so no difference for me","text":"ok I'm holding the long term so no difference for me","html":"ok I'm holding the long term so no difference for me"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358011955356032,"gmtCreate":1728442047977,"gmtModify":1728442051808,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> The game is over... sell before it goes back to $80","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"0\"></v-v> The game is over... sell before it goes back to $80","text":"$BABA-W(09988)$ The game is over... sell before it goes back to $80","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358011955356032","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357800357691520,"gmtCreate":1728374024110,"gmtModify":1728374028307,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Sold off and take profit. Wait for next better opportunity&nbsp;","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"0\"></v-v> Sold off and take profit. Wait for next better opportunity&nbsp;","text":"$XIAOMI-W(01810)$ Sold off and take profit. Wait for next better opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357800357691520","isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357774501974408,"gmtCreate":1728349377401,"gmtModify":1728349380907,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Let's watch how the mainlanders unleash their energy on the stock market","listText":"Let's watch how the mainlanders unleash their energy on the stock market","text":"Let's watch how the mainlanders unleash their energy on the stock market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357774501974408","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357428394795072,"gmtCreate":1728272265041,"gmtModify":1728272269086,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> No target price.... will only up up up","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> No target price.... will only up up up","text":"$XIAOMI-W(01810)$ No target price.... will only up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357428394795072","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355698346942880,"gmtCreate":1727843826654,"gmtModify":1727843831269,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher","text":"$XIAOMI-W(01810)$ Their products are selling well. Announcement of new cars coming will be another catalyst for price to move higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355698346942880","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355495159484776,"gmtCreate":1727792896392,"gmtModify":1727793979042,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning&nbsp;","listText":"Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning&nbsp;","text":"Even the Chinese monk start to open trading account to trade and the Shanghai system cannot cope with the trading orders. This is just the beginning","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/355495159484776","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351709128552728,"gmtCreate":1726909286767,"gmtModify":1726909291031,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"The author knows better abt Apple than Warren?","listText":"The author knows better abt Apple than Warren?","text":"The author knows better abt Apple than Warren?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351709128552728","repostId":"2469298223","repostType":2,"repost":{"id":"2469298223","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":1726882200,"share":"https://ttm.financial/m/news/2469298223?lang=&edition=fundamental","pubTime":"2024-09-21 09:30","market":"hk","language":"en","title":"Apple, the World's Most Valuable Stock, Is Still Underestimated","url":"https://stock-news.laohu8.com/highlight/detail?id=2469298223","media":"Dow Jones","summary":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Ap","content":"<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</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, the World's Most Valuable Stock, Is Still Underestimated</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, the World's Most Valuable Stock, Is Still Underestimated\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-21 09:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4581":"高盛持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","AAPL":"苹果","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4528":"SaaS概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4571":"数字音乐概念","BK4507":"流媒体概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4577":"网络游戏","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","BK4573":"虚拟现实"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469298223","content_text":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Apple fans. For investors, it's more complicated.The skilled folks on the Dow Jones Market Data team have tracked Apple's stock around every iPhone release. By now, there's an ample sample size across 17 years.The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.Day traders are free to short the iPhone launch, but everyone else should go long -- way long.Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.All of this confirms what I've observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market's largest company remains one of its most underestimated.This past week, one tech newsletter I regularly read bemoaned Apple's \"listless hardware innovation,\" citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.I get it -- there's heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don't generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.I won't argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple's total revenue to 52%. Apple's business -- and stock -- can now work without heroic numbers from the iPhone.This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn't a game changer, but it's a sneak peek into a future where Macs and iPhones fully converge. The new \"iPhone Mirroring\" feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.Today, this is mostly an excuse not to reach for my phone. But there's a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I'd expect to see that in a future macOS release.As investors fret about the latest iPhones, others worry about Apple's ability to compete in artificial intelligence. This isn't new. \"Investors have all but given up on Apple and AI. And that feels like a major oversight,\" I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.That day turned out to be a bottom for Apple stock. I won't take too much credit, but from that point on, investors slowly began to embrace Apple's AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world's largest company by market value.Today, the sentiment has turned again. It isn't just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple's AI. Apple Intelligence's launch has been delayed until next month, and some of the more momentous features won't come until next year.Apple's AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn't just producing AI. It's producing AI that's made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.It's difficult to know what impact the negativity is having on Apple's stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year's earnings estimate. But record levels haven't been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That's the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.Apple has gotten comfortable being underestimated. For investors, it's an evergreen opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346883195818080,"gmtCreate":1725717608129,"gmtModify":1725717611986,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v> Fully agree this is a must short","listText":"<a href=\"https://ttm.financial/S/AIY.SI\">$IFAST(AIY.SI)$&nbsp;</a><v-v data-views=\"0\"></v-v> Fully agree this is a must short","text":"$IFAST(AIY.SI)$ Fully agree this is a must short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346883195818080","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345070154514544,"gmtCreate":1725273637146,"gmtModify":1725273640818,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00576\">$ZHEJIANGEXPRESS(00576)$</a> Not a growth stock but is one of my defensive stock. Recurrent revenue and stable","listText":"<a href=\"https://ttm.financial/S/00576\">$ZHEJIANGEXPRESS(00576)$</a> Not a growth stock but is one of my defensive stock. Recurrent revenue and stable","text":"$ZHEJIANGEXPRESS(00576)$ Not a growth stock but is one of my defensive stock. Recurrent revenue and stable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345070154514544","isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343669665136712,"gmtCreate":1724933226147,"gmtModify":1724933230099,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> valuation is way too high","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> valuation is way too high","text":"$NVIDIA Corp(NVDA)$ valuation is way too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343669665136712","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343663083004216,"gmtCreate":1724931716384,"gmtModify":1724931719939,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> support level at HKD 18.4 , if never break lower will be very bullish","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v> support level at HKD 18.4 , if never break lower will be very bullish","text":"$XIAOMI-W(01810)$ support level at HKD 18.4 , if never break lower will be very bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343663083004216","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342929411215432,"gmtCreate":1724763216108,"gmtModify":1724763219950,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/02380\">$CHINA POWER(02380)$</a> Bought some&nbsp;","listText":"<a href=\"https://ttm.financial/S/02380\">$CHINA POWER(02380)$</a> Bought some&nbsp;","text":"$CHINA POWER(02380)$ Bought some","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342929411215432","isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":336865036824848,"gmtCreate":1723278604086,"gmtModify":1723278607492,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?","text":"$XIAOMI-W(01810)$ Is it true that Xiaomi SU7 China sales has overtaken Tesla Model 3?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/336865036824848","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254691823218960,"gmtCreate":1703217276228,"gmtModify":1703217278748,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v>Why the sudden sell off?","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v>Why the sudden sell off?","text":"$TENCENT(00700)$ Why the sudden sell off?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/254691823218960","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"content":"Yes, the news just came out. But the selling off happen earlier","text":"Yes, the news just came out. But the selling off happen earlier","html":"Yes, the news just came out. But the selling off happen earlier"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949667389,"gmtCreate":1678611928242,"gmtModify":1678611932416,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Get ready for the big storm ahead","listText":"Get ready for the big storm ahead","text":"Get ready for the big storm ahead","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949667389","repostId":"2318857796","repostType":2,"repost":{"id":"2318857796","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":1678601805,"share":"https://ttm.financial/m/news/2318857796?lang=&edition=fundamental","pubTime":"2023-03-12 14:16","market":"us","language":"en","title":"20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB","url":"https://stock-news.laohu8.com/highlight/detail?id=2318857796","media":"Dow Jones","summary":"SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big l","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cash</p><p>Silicon Valley Bank has failed following a run on deposits, after its parent company&#39;s share price crashed a record 60% on Thursday.</p><p>Trading of <a href=\"https://laohu8.com/S/SIVBP\">SVB Financial Group</a>&#39;s <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was &#34;monitoring very carefully.&#34; Reaction poured in from several analysts who discussed the bank&#39;s liquidity risk.</p><p>California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.</p><p>Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB&#39;s crisis.</p><p>Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.</p><h3>First, a quick look at SVB</h3><p>Some media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.</p><p>One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank&#39;s loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because &#34;client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.&#34;</p><p>SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn&#39;t completed.</p><p>So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.</p><h3>Unrealized losses on securities</h3><p>Banks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.</p><p>The securities investments are held in two buckets:</p><p>In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council&#39;s National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.</p><p>Here&#39;s how accumulated other comprehensive income (AOCI) is defined in the report: &#34;Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.&#34;</p><p>In other words, it was mostly unrealized losses on SVB&#39;s available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling &#34;substantially all&#34; of these securities on March 8.</p><p>The list of 10 banks with unfavorable interest margin trends</p><p>On the regulatory call reports, AOCI is added to regulatory capital. Since SVB&#39;s AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company&#39;s total equity capital. So a fair way to gauge the negative AOCI to the bank&#39;s total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.</p><p>Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here&#39;s the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:</p><p><img src=\"https://static.tigerbbs.com/12eb7c2420e69b60c526a6b6ef79626d\" tg-width=\"887\" tg-height=\"715\" width=\"100%\" height=\"auto\"/></p><p>Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.</p><p>To be sure, these numbers don&#39;t mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.</p><h3>Banks with the highest percentage of negative AOCI to capital</h3><p>There are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:</p><p><img src=\"https://static.tigerbbs.com/8c786a5e88cfaa8510ac5458b4a31b86\" tg-width=\"884\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/6bbd38b51d92ae37f23e7fbff46e9c08\" tg-width=\"879\" tg-height=\"668\" width=\"100%\" height=\"auto\"/>Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact <a href=\"https://laohu8.com/S/CMA\">Comerica Inc.</a>, which tops the list, also improved its interest margin the most over the past four quarters, as shown here.</p><p>But it is interesting to note that <a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.</p><p>Another bank on the list facing concern among depositors is <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.</p><p>Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”</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>20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB</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\">\n20 Banks That Are Sitting on Huge Potential Securities Losses--As Was SVB\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-03-12 14:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SIVBO\">SVB Financial Group</a> faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cash</p><p>Silicon Valley Bank has failed following a run on deposits, after its parent company&#39;s share price crashed a record 60% on Thursday.</p><p>Trading of <a href=\"https://laohu8.com/S/SIVBP\">SVB Financial Group</a>&#39;s <a href=\"https://laohu8.com/S/SIVB\">$(SIVB)$</a> stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was &#34;monitoring very carefully.&#34; Reaction poured in from several analysts who discussed the bank&#39;s liquidity risk.</p><p>California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.</p><p>Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB&#39;s crisis.</p><p>Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.</p><h3>First, a quick look at SVB</h3><p>Some media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.</p><p>One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank&#39;s loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because &#34;client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.&#34;</p><p>SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn&#39;t completed.</p><p>So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.</p><h3>Unrealized losses on securities</h3><p>Banks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.</p><p>The securities investments are held in two buckets:</p><p>In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council&#39;s National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.</p><p>Here&#39;s how accumulated other comprehensive income (AOCI) is defined in the report: &#34;Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.&#34;</p><p>In other words, it was mostly unrealized losses on SVB&#39;s available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling &#34;substantially all&#34; of these securities on March 8.</p><p>The list of 10 banks with unfavorable interest margin trends</p><p>On the regulatory call reports, AOCI is added to regulatory capital. Since SVB&#39;s AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company&#39;s total equity capital. So a fair way to gauge the negative AOCI to the bank&#39;s total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.</p><p>Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here&#39;s the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:</p><p><img src=\"https://static.tigerbbs.com/12eb7c2420e69b60c526a6b6ef79626d\" tg-width=\"887\" tg-height=\"715\" width=\"100%\" height=\"auto\"/></p><p>Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.</p><p>To be sure, these numbers don&#39;t mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.</p><h3>Banks with the highest percentage of negative AOCI to capital</h3><p>There are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:</p><p><img src=\"https://static.tigerbbs.com/8c786a5e88cfaa8510ac5458b4a31b86\" tg-width=\"884\" tg-height=\"618\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/6bbd38b51d92ae37f23e7fbff46e9c08\" tg-width=\"879\" tg-height=\"668\" width=\"100%\" height=\"auto\"/>Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact <a href=\"https://laohu8.com/S/CMA\">Comerica Inc.</a>, which tops the list, also improved its interest margin the most over the past four quarters, as shown here.</p><p>But it is interesting to note that <a href=\"https://laohu8.com/S/SI\">Silvergate Capital Corp.</a>, which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.</p><p>Another bank on the list facing concern among depositors is <a href=\"https://laohu8.com/S/SBNY\">Signature Bank</a> of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.</p><p>Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCT":"Cricut, Inc.","BK4539":"次新股","BK4191":"家用电器","BK4585":"ETF&股票定投概念","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4139":"生物科技","BK4007":"制药","ALLY":"Ally Financial Inc.","BK4211":"区域性银行","LU1861217088.USD":"贝莱德金融科技A2","BK4166":"消费信贷","BK4588":"碎股","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","TERN":"Terns Pharmaceuticals, Inc.","BOLT":"Bolt Biotherapeutics, Inc.","BK4561":"索罗斯持仓","SBNY":"签字银行","KEY":"KeyCorp","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2318857796","content_text":"SVB Financial Group faced a perfect storm, but there are plenty of other banks that would face big losses if they were forced to dump securities to raise cashSilicon Valley Bank has failed following a run on deposits, after its parent company's share price crashed a record 60% on Thursday.Trading of SVB Financial Group's $(SIVB)$ stock was halted early Friday, after the shares plunged again in premarket trading. Treasury Secretary Janet Yellen said SVB was one of a few banks she was \"monitoring very carefully.\" Reaction poured in from several analysts who discussed the bank's liquidity risk.California regulators closed Silicon Valley Bank and handed the wreckage over to the Federal Deposit Insurance Administration later on Friday.Below is the same list of 10 banks we highlighted on Thursday that showed similar red flags to those shown by SVB Financial through the fourth quarter. This time, we will show how much they reported in unrealized losses on securities -- an item that played an important role in SVB's crisis.Below that is a screen of U.S. banks with at least $10 billion in total assets, showing those that appeared to have the greatest exposure to unrealized securities losses, as a percentage of total capital, as of Dec. 31.First, a quick look at SVBSome media reports have referred to SVB of Santa Clara, Calif., as a small bank, but it had $212 billion in total assets as of Dec. 31, making it the 17th largest bank in the Russell 3000 Index  as of Dec. 31. That makes it the largest U.S. bank failure since Washington Mutual in 2008.One unique aspect of SVB was its decades-long focus on the venture capital industry. The bank's loan growth had been slowing as interest rates rose. Meanwhile, when announcing its $21 billion dollars in securities sales on Thursday, SVB said it had taken the action not only to lower its interest-rate risk, but because \"client cash burn has remained elevated and increased further in February, resulting in lower deposits than forecasted.\"SVB estimated it would book a $1.8 billion loss on the securities sale and said it would raise $2.25 billion in capital through two offerings of new shares and a convertible bond offering. That offering wasn't completed.So this appears to be an example of what can go wrong with a bank focused on a particular industry. The combination of a balance sheet heavy with securities and relatively light on loans, in a rising-rate environment in which bond prices have declined and in which depositors specific to that industry are themselves suffering from a decline in cash, led to a liquidity problem.Unrealized losses on securitiesBanks leverage their capital by gathering deposits or borrowing money either to lend the money out or purchase securities. They earn the spread between their average yield on loans and investments and their average cost for funds.The securities investments are held in two buckets:In its regulatory Consolidated Financial Statements for Holding Companies--FR Y-9C, filed with the Federal Reserve, SVB Financial, reported a negative $1.911 billion in accumulated other comprehensive income as of Dec. 31. That is line 26.b on Schedule HC of the report, for those keeping score at home. You can look up regulatory reports for any U.S. bank holding company, savings and loan holding company or subsidiary institution at the Federal Financial Institution Examination Council's National Information Center. Be sure to get the name of the company or institution right -- or you may be looking at the wrong entity.Here's how accumulated other comprehensive income (AOCI) is defined in the report: \"Includes, but is not limited to, net unrealized holding gains (losses) on available-for-sale securities, accumulated net gains (losses) on cash flow hedges, cumulative foreign currency translation adjustments, and accumulated defined benefit pension and other postretirement plan adjustments.\"In other words, it was mostly unrealized losses on SVB's available-for-sale securities. The bank booked an estimated $1.8 billion loss when selling \"substantially all\" of these securities on March 8.The list of 10 banks with unfavorable interest margin trendsOn the regulatory call reports, AOCI is added to regulatory capital. Since SVB's AOCI was negative (because of its unrealized losses on AFS securities) as of Dec. 31, it lowered the company's total equity capital. So a fair way to gauge the negative AOCI to the bank's total equity capital would be to divide the negative AOCI by total equity capital less AOCI -- effectively adding the unrealized losses back to total equity capital for the calculation.Getting back to our list of 10 banks that raised similar red margin flags to those of SVB, here's the same group, in the same order, showing negative AOCI as a percentage of total equity capital as of Dec. 31. We have added SVB to the bottom of the list. The data was provided by FactSet:Ally Financial Inc. (ALLY) -- the third largest bank on the list by Dec. 31 total assets -- stands out as having the largest percentage of negative accumulated comprehensive income relative to total equity capital as of Dec. 31.To be sure, these numbers don't mean that a bank is in trouble, or that it will be forced to sell securities for big losses. But SVB had both a troubling pattern for its interest margins and what appeared to be a relatively high percentage of securities losses relative to capital as of Dec. 31.Banks with the highest percentage of negative AOCI to capitalThere are 108 banks in the Russell 3000 Index  that had total assets of at least $10.0 billion as of Dec. 31. FactSet provided AOCI and total equity capital data for 105 of them. Here are the 20 which had the highest ratios of negative AOCI to total equity capital less AOCI (as explained above) as of Dec. 31:Again, this is not to suggest that any particular bank on this list based on Dec. 31 data is facing the type of perfect storm that has hurt SVB Financial. A bank sitting on large paper losses on its AFS securities may not need to sell them. In fact Comerica Inc., which tops the list, also improved its interest margin the most over the past four quarters, as shown here.But it is interesting to note that Silvergate Capital Corp., which focused on serving clients in the virtual currency industry, made the list. It is shuttering its bank subsidiary voluntarily.Another bank on the list facing concern among depositors is Signature Bank of New York, which has a diverse business model, but has also faced a backlash related to the services it provides to the virtual currency industry. The bank’s shares fell 12% on Thursday and were down another 24% in afternoon trading on Friday.Signature Bank said in a statement that it was in a “strong, well-diversified financial position.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200904706220048,"gmtCreate":1690079765312,"gmtModify":1690079769194,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Do the opposite of what she's doing and u make money","listText":"Do the opposite of what she's doing and u make money","text":"Do the opposite of what she's doing and u make money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200904706220048","repostId":"1138803532","repostType":2,"repost":{"id":"1138803532","pubTimestamp":1690077687,"share":"https://ttm.financial/m/news/1138803532?lang=&edition=fundamental","pubTime":"2023-07-23 10:01","market":"us","language":"en","title":"Is Cathie Wood Giving Up on Chinese Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138803532","media":"InvestorPlace","summary":"Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’sArk Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly ","content":"<html><head></head><body><ul><li><p>Cathie Wood of <strong>Ark Invest</strong> fame just revealed a bold move regarding Chinese stocks.</p></li><li><p>The notable investor’s<strong> Ark Innovation ETF</strong> (<strong><u>ARKK</u></strong>) just exited stocks generating revenue from China.</p></li><li><p>Wood is particularly worried about China’s real estate market.</p></li></ul><p>One of the most respected voices on Wall Street, Cathie Wood of <strong>Ark Invest</strong> fame recently stated that her flagship <strong>Ark Innovation ETF</strong> (NYSEARCA: <strong><u>ARKK</u></strong>) reduced its exposure to Chinese stocks to zero. Fundamentally, while recognizing positives in the world’s second-largest economy, worries remain about some of its vulnerabilities — particularly China’s real estate market.</p><p style=\"text-align: start;\">At first, Cathie Wood praised China’s impressive restraint regarding Covid-19. While other nations implemented various fiscal and monetary policy initiatives to address the crisis, the Chinese government resisted the temptation of “throwing money at the problem.” Instead, according to Wood, Chinese policymakers were “very disciplined” in their response.</p><p style=\"text-align: start;\">Nevertheless, Wood’s good feelings toward Chinese stocks faded when “Beijing started to tighten its grip on the economy by cracking down on the ultrawealthy and the tech sector.” Most of all, she expressed significant discomfort about China’s real estate market “as the country incurred massive amounts of debt after over a decade of swift expansion.”</p><p style=\"text-align: start;\">“It was responsible for roughly 15 years of double-digit real GDP growth … and growth like that can cover a lot of sins,” Cathie Wood said. She also stressed that China is facing a “day of reckoning” when it comes to its debt load.</p><h2 id=\"id_1782569421\" style=\"text-align: start;\">Cathie Wood Takes a Hard Stance on Chinese Stocks</h2><p style=\"text-align: start;\">As <em>CNBC</em> points out, the Ark Innovation exchange-traded fund used to own shares of <strong>Tencent</strong> (OTCMKTS: TCEHY) and <strong>KE Holdings</strong> (NYSE: BEKE). According to Cathie Wood, her exposure to China and other emerging markets hit about 25% in 2020.</p><p style=\"text-align: start;\">Back then, Wood was encouraged by the country’s discretion, as mentioned earlier. However, policy shifts and economic realities are now forcing a pivot. Wood stated yesterday in a prerecorded investor webinar:</p><blockquote>“As we always do during bear markets, we concentrated our strategies towards our highest conviction names and the Chinese names, in particular, came out one by one as we were concentrating so that now, at least in the flagship strategy, we do have no exposure to China.”</blockquote><p style=\"text-align: start;\">Still, it’s important to realize that Cathie Wood isn’t entirely out of Chinese stocks. According to <em>CNBC</em>, <strong>Ark Fintech Innovation ETF</strong> (NYSEARCA:ARKF) still owns a small stake in <strong>JD.com</strong> (NASDAQ:JD). However, ARKF has also “dumped other Chinese names” like <strong>PDD</strong> (NASDAQ:PDD) and Tencent.</p><p style=\"text-align: start;\">Despite the cautionary outlook for Chinese stocks, Cathie Wood is no permabear, either. Should China overcome its challenging growth recovery journey, she may add back shares.</p><h2 id=\"id_778813334\" style=\"text-align: start;\">Why It Matters</h2><p style=\"text-align: start;\">For what it’s worth, Wood’s flagship fund is no worse for wear. Since the beginning of this year, ARKK has gained more than 55%. Interestingly, ARKF has swung even higher year-to-date (YTD), up more than 60%.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Cathie Wood Giving Up on Chinese 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\">\nIs Cathie Wood Giving Up on Chinese Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-23 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’s Ark Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly...</p>\n\n<a href=\"https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东"},"source_url":"https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138803532","content_text":"Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’s Ark Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly worried about China’s real estate market.One of the most respected voices on Wall Street, Cathie Wood of Ark Invest fame recently stated that her flagship Ark Innovation ETF (NYSEARCA: ARKK) reduced its exposure to Chinese stocks to zero. Fundamentally, while recognizing positives in the world’s second-largest economy, worries remain about some of its vulnerabilities — particularly China’s real estate market.At first, Cathie Wood praised China’s impressive restraint regarding Covid-19. While other nations implemented various fiscal and monetary policy initiatives to address the crisis, the Chinese government resisted the temptation of “throwing money at the problem.” Instead, according to Wood, Chinese policymakers were “very disciplined” in their response.Nevertheless, Wood’s good feelings toward Chinese stocks faded when “Beijing started to tighten its grip on the economy by cracking down on the ultrawealthy and the tech sector.” Most of all, she expressed significant discomfort about China’s real estate market “as the country incurred massive amounts of debt after over a decade of swift expansion.”“It was responsible for roughly 15 years of double-digit real GDP growth … and growth like that can cover a lot of sins,” Cathie Wood said. She also stressed that China is facing a “day of reckoning” when it comes to its debt load.Cathie Wood Takes a Hard Stance on Chinese StocksAs CNBC points out, the Ark Innovation exchange-traded fund used to own shares of Tencent (OTCMKTS: TCEHY) and KE Holdings (NYSE: BEKE). According to Cathie Wood, her exposure to China and other emerging markets hit about 25% in 2020.Back then, Wood was encouraged by the country’s discretion, as mentioned earlier. However, policy shifts and economic realities are now forcing a pivot. Wood stated yesterday in a prerecorded investor webinar:“As we always do during bear markets, we concentrated our strategies towards our highest conviction names and the Chinese names, in particular, came out one by one as we were concentrating so that now, at least in the flagship strategy, we do have no exposure to China.”Still, it’s important to realize that Cathie Wood isn’t entirely out of Chinese stocks. According to CNBC, Ark Fintech Innovation ETF (NYSEARCA:ARKF) still owns a small stake in JD.com (NASDAQ:JD). However, ARKF has also “dumped other Chinese names” like PDD (NASDAQ:PDD) and Tencent.Despite the cautionary outlook for Chinese stocks, Cathie Wood is no permabear, either. Should China overcome its challenging growth recovery journey, she may add back shares.Why It MattersFor what it’s worth, Wood’s flagship fund is no worse for wear. Since the beginning of this year, ARKK has gained more than 55%. Interestingly, ARKF has swung even higher year-to-date (YTD), up more than 60%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837651346,"gmtCreate":1629886106385,"gmtModify":1676530162369,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02377\">$BOQI ENV(02377)$</a>Will study this company carefully","listText":"<a href=\"https://laohu8.com/S/02377\">$BOQI ENV(02377)$</a>Will study this company carefully","text":"$BOQI ENV(02377)$Will study this company carefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":2,"link":"https://ttm.financial/post/837651346","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4089524325627800","authorId":"4089524325627800","name":"ewangteoh","avatar":"https://static.tigerbbs.com/cf1a4685095869993dc85e75987db1c0","crmLevel":3,"crmLevelSwitch":1,"idStr":"4089524325627800","authorIdStr":"4089524325627800"},"content":"Harvested [Great]","text":"Harvested [Great]","html":"Harvested [Great]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":254369085436200,"gmtCreate":1703138484550,"gmtModify":1703138489155,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon","listText":"It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon","text":"It's not even a rally.... trying to push up all the way to maximise that little bit more of profits.funds will flowing out from US soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/254369085436200","repostId":"1141146421","repostType":2,"repost":{"id":"1141146421","pubTimestamp":1703138400,"share":"https://ttm.financial/m/news/1141146421?lang=&edition=fundamental","pubTime":"2023-12-21 14:00","market":"us","language":"en","title":"What Killed the US Stock Rally?","url":"https://stock-news.laohu8.com/highlight/detail?id=1141146421","media":"Bloomberg","summary":"Put trades cited as catalyst for biggest slide in three monthsLight trading, overbought conditions may have exacerbated moveThis year’s hottest derivatives trade, and perhaps also its most divisive, s","content":"<html><head></head><body><ul style=\"\"><li><p>Put trades cited as catalyst for biggest slide in three months</p></li><li><p>Light trading, overbought conditions may have exacerbated move</p></li></ul><p>This year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.</p><p style=\"text-align: start;\">With the S&amp;P 500 Index in overbought territory and turnover curtailed by looming holidays, observers suggested hefty volumes in put options that expire within 24 hours, known as 0DTE options, were sufficient to drag the market to its biggest loss in almost three months. Such trades would oblige market makers on the other side of the transactions to hedge their exposure, pushing the market lower, the argument goes.</p><p>“We have been wary of 0DTE options for quite some time,” Matthew Tym, the head of equity derivatives trading at Cantor Fitzgerald LP, wrote in a note with colleague Paolo Zanello. “Today we saw a late day selloff that, we believe, could have been caused by or certainly exacerbated by 0DTE SPX options. Certainly the market environment was ripe for it.”</p><p style=\"text-align: start;\">It was trades in put options, which give buyers the right but not the obligation to sell an underlying asset, around the 4,755-4,765 area that drew attention, they said. The S&amp;P gauge slid from as high as 4,778.01 intraday to close at 4,698.35. Its 1.5% drop from the previous close was the biggest since Sept. 26. Relative strength readings on the gauge had been hovering at levels typically seen before a decline. Wall Street’s fear gauge — the VIX — rose sharply from near multi-year lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85a9fd3db50c99a40dbea49c2ecea694\" tg-width=\"828\" tg-height=\"929\"/></p><p>Amid an explosion in trading of zero-day contracts for every weekday this year, debate continues to rage on their broader impact. For institutional investors, “zero-day-to-expiry” options offer a way to hedge short-term risk and pursue strategies based on darting in and out of positions. For retail investors, they offer a way to make big bets with little money down that can pay off quickly — or not.</p><p>While the likes of JPMorgan Chase &amp; Co.’s Marko Kolanovic have warned that the popularity of the product risks reprising past shocks such as the 2018 Volmageddon episode, Cboe Global Markets says there’s scant evidence that the buying and selling of the derivatives is destabilizing the underlying market.</p><p>Options analysis firm SpotGamma said in a post on social media platform X that 0DTE options drove the decline in the US equity benchmark. Rocky Fishman, founder of derivatives analytical company Asym 500, pointed out that the daily 0DTE volume was the highest since early October — $900 billion — which was noteworthy given the lack of specific economic news during the day.</p><p style=\"text-align: start;\">“The elevated volumes could have contributed to the selloff if the extra activity was directional option-buying,” Fishman said.</p><p>What Bloomberg’s Strategists Say...</p><blockquote><p>“There was pretty good volume in 0DTE puts today, and when we went through the 4,755-4,750 level, there was a good volume of futures to sell. In an illiquid holiday market, it seems pretty clear that the appetite to absorb the flow was scant, and we were off to the races. At the very least it has reminded the street the playing in the stock market entails two-way risk, a fact that’s been all too easy to forget over the past seven weeks or so.”</p></blockquote></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>What Killed the US Stock Rally?</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\">\nWhat Killed the US Stock Rally?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-12-21/fingers-point-at-vilified-zero-day-options-to-explain-stock-drop?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Put trades cited as catalyst for biggest slide in three monthsLight trading, overbought conditions may have exacerbated moveThis year’s hottest derivatives trade, and perhaps also its most divisive, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-12-21/fingers-point-at-vilified-zero-day-options-to-explain-stock-drop?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-12-21/fingers-point-at-vilified-zero-day-options-to-explain-stock-drop?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141146421","content_text":"Put trades cited as catalyst for biggest slide in three monthsLight trading, overbought conditions may have exacerbated moveThis year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.With the S&P 500 Index in overbought territory and turnover curtailed by looming holidays, observers suggested hefty volumes in put options that expire within 24 hours, known as 0DTE options, were sufficient to drag the market to its biggest loss in almost three months. Such trades would oblige market makers on the other side of the transactions to hedge their exposure, pushing the market lower, the argument goes.“We have been wary of 0DTE options for quite some time,” Matthew Tym, the head of equity derivatives trading at Cantor Fitzgerald LP, wrote in a note with colleague Paolo Zanello. “Today we saw a late day selloff that, we believe, could have been caused by or certainly exacerbated by 0DTE SPX options. Certainly the market environment was ripe for it.”It was trades in put options, which give buyers the right but not the obligation to sell an underlying asset, around the 4,755-4,765 area that drew attention, they said. The S&P gauge slid from as high as 4,778.01 intraday to close at 4,698.35. Its 1.5% drop from the previous close was the biggest since Sept. 26. Relative strength readings on the gauge had been hovering at levels typically seen before a decline. Wall Street’s fear gauge — the VIX — rose sharply from near multi-year lows.Amid an explosion in trading of zero-day contracts for every weekday this year, debate continues to rage on their broader impact. For institutional investors, “zero-day-to-expiry” options offer a way to hedge short-term risk and pursue strategies based on darting in and out of positions. For retail investors, they offer a way to make big bets with little money down that can pay off quickly — or not.While the likes of JPMorgan Chase & Co.’s Marko Kolanovic have warned that the popularity of the product risks reprising past shocks such as the 2018 Volmageddon episode, Cboe Global Markets says there’s scant evidence that the buying and selling of the derivatives is destabilizing the underlying market.Options analysis firm SpotGamma said in a post on social media platform X that 0DTE options drove the decline in the US equity benchmark. Rocky Fishman, founder of derivatives analytical company Asym 500, pointed out that the daily 0DTE volume was the highest since early October — $900 billion — which was noteworthy given the lack of specific economic news during the day.“The elevated volumes could have contributed to the selloff if the extra activity was directional option-buying,” Fishman said.What Bloomberg’s Strategists Say...“There was pretty good volume in 0DTE puts today, and when we went through the 4,755-4,750 level, there was a good volume of futures to sell. In an illiquid holiday market, it seems pretty clear that the appetite to absorb the flow was scant, and we were off to the races. At the very least it has reminded the street the playing in the stock market entails two-way risk, a fact that’s been all too easy to forget over the past seven weeks or so.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237073476722728,"gmtCreate":1698914805086,"gmtModify":1698914809648,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"The sharks already set up their positions in China heavyweights","listText":"The sharks already set up their positions in China heavyweights","text":"The sharks already set up their positions in China heavyweights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237073476722728","repostId":"2380069545","repostType":2,"repost":{"id":"2380069545","pubTimestamp":1698914048,"share":"https://ttm.financial/m/news/2380069545?lang=&edition=fundamental","pubTime":"2023-11-02 16:34","market":"us","language":"en","title":"UBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=2380069545","media":"Seekingalpha","summary":"UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings. The analysts are positive on China's internet secto","content":"<html><head></head><body><p>UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings.</p><p>The analysts are positive on China&#39;s internet sector and see three expected tailwinds.</p><p>Firstly, undemanding valuations and improving shareholder returns. With strong free cash flow, or FCF, generation for core operations and Capital expenditure, or CAPEX, discipline, many internet companies are also stepping up their shareholder returns through buybacks and dividends, lifting return on equity, or ROE, and earnings per share, or EPS, according to the analysts.</p><p>Secondly, continuous earnings upgrades despite weak macro. The analysts said that their covered internet companies have on average seen consensus earnings upgraded by around 15% year-to-date in FY23, mainly on margin expansion. They think room for further operational enhancement (such, generative AI-related savings), spending discipline (on sales and marketing and staffing) and rational competition offer upside potential.</p><p>Lastly, supportive macro policies and relatively light investor positioning. With the Chinese government turning more pro-growth, internet companies could be one of the prime beneficiaries across their key consumer-facing businesses (such as e-commerce, advertising, online games), the analysts added.</p><p>UBS&#39; China strategy team&#39;s tracking of foreign long-only funds indicate their positions in China are already below September 2022 levels. If global investors increase their weighting, the domestic internet sector should benefit as one of China&#39;s liquid proxies, the analysts noted.</p><p>The analysts assumed coverage of Tencent, Meituan (OTCPK: MPNGF) (OTCPK: MPNGY) Alibaba, PDD and JD with Buy ratings, noting that they favor names which — are more sensitive to China&#39;s macro recovery and stimulus and have room for operational and cost optimisation, offering topline and margin upside.</p><p>They also favor names which have undemanding valuations, strong balance sheets and proactive share buybacks; are big caps which may benefit from global fund flows increasing China&#39;s position, and are potentially underappreciated opportunities in 2024, leaving room for earnings surprises.</p><p>The analysts&#39; top stock picks are Meituan, Alibaba, Tencent, EDU, Trip.com (TCOM), PDD and JD.</p><p>Alibaba (BABA) has a Strong Buy rating at Seeking Alpha&#39;s Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors&#39; average rating is Buy and the average Wall Street analysts&#39; rating is Strong Buy.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks</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\">\nUBS Positive on China's Internet Sector; Alibaba, Tencent Among Top Stock Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-02 16:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4027735-ubs-positive-chinas-internet-sector-alibaba-tencent-among-top-stock-picks><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings.The analysts are positive on China's internet sector...</p>\n\n<a href=\"https://seekingalpha.com/news/4027735-ubs-positive-chinas-internet-sector-alibaba-tencent-among-top-stock-picks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","89618":"京东集团-SWR","89988":"阿里巴巴-WR","09901":"新东方-S","TCEHY":"腾讯控股ADR","09961":"携程集团—S","EDU":"新东方","BABA":"阿里巴巴","09988":"阿里巴巴-W","MPNGY":"美团ADR","00700":"腾讯控股","09618":"京东集团-SW","PDD":"拼多多","JD":"京东","TCOM":"携程网","03690":"美团-W"},"source_url":"https://seekingalpha.com/news/4027735-ubs-positive-chinas-internet-sector-alibaba-tencent-among-top-stock-picks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2380069545","content_text":"UBS assumed coverage of Alibaba (NYSE:BABA), PDD (NASDAQ:PDD), JD.com (NASDAQ:JD), Tencent (OTCPK:TCEHY) (OTCPK:TCTZF) and Meituan with Buy ratings.The analysts are positive on China's internet sector and see three expected tailwinds.Firstly, undemanding valuations and improving shareholder returns. With strong free cash flow, or FCF, generation for core operations and Capital expenditure, or CAPEX, discipline, many internet companies are also stepping up their shareholder returns through buybacks and dividends, lifting return on equity, or ROE, and earnings per share, or EPS, according to the analysts.Secondly, continuous earnings upgrades despite weak macro. The analysts said that their covered internet companies have on average seen consensus earnings upgraded by around 15% year-to-date in FY23, mainly on margin expansion. They think room for further operational enhancement (such, generative AI-related savings), spending discipline (on sales and marketing and staffing) and rational competition offer upside potential.Lastly, supportive macro policies and relatively light investor positioning. With the Chinese government turning more pro-growth, internet companies could be one of the prime beneficiaries across their key consumer-facing businesses (such as e-commerce, advertising, online games), the analysts added.UBS' China strategy team's tracking of foreign long-only funds indicate their positions in China are already below September 2022 levels. If global investors increase their weighting, the domestic internet sector should benefit as one of China's liquid proxies, the analysts noted.The analysts assumed coverage of Tencent, Meituan (OTCPK: MPNGF) (OTCPK: MPNGY) Alibaba, PDD and JD with Buy ratings, noting that they favor names which — are more sensitive to China's macro recovery and stimulus and have room for operational and cost optimisation, offering topline and margin upside.They also favor names which have undemanding valuations, strong balance sheets and proactive share buybacks; are big caps which may benefit from global fund flows increasing China's position, and are potentially underappreciated opportunities in 2024, leaving room for earnings surprises.The analysts' top stock picks are Meituan, Alibaba, Tencent, EDU, Trip.com (TCOM), PDD and JD.Alibaba (BABA) has a Strong Buy rating at Seeking Alpha's Quant Rating system, which consistently beats the market. Meanwhile, the Seeking Alpha authors' average rating is Buy and the average Wall Street analysts' rating is Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351709128552728,"gmtCreate":1726909286767,"gmtModify":1726909291031,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"The author knows better abt Apple than Warren?","listText":"The author knows better abt Apple than Warren?","text":"The author knows better abt Apple than Warren?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351709128552728","repostId":"2469298223","repostType":2,"repost":{"id":"2469298223","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":1726882200,"share":"https://ttm.financial/m/news/2469298223?lang=&edition=fundamental","pubTime":"2024-09-21 09:30","market":"hk","language":"en","title":"Apple, the World's Most Valuable Stock, Is Still Underestimated","url":"https://stock-news.laohu8.com/highlight/detail?id=2469298223","media":"Dow Jones","summary":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Ap","content":"<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</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, the World's Most Valuable Stock, Is Still Underestimated</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, the World's Most Valuable Stock, Is Still Underestimated\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-21 09:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Alex Eule</p><p>Fed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple&#39;s annual holiday, with new iPhone 16 models arriving in stores. It&#39;s a joyous moment for Apple fans. For investors, it&#39;s more complicated.</p><p>The skilled folks on the Dow Jones Market Data team have tracked Apple&#39;s stock around every iPhone release. By now, there&#39;s an ample sample size across 17 years.</p><p>The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.</p><p>Day traders are free to short the iPhone launch, but everyone else should go long -- way long.</p><p>Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&amp;P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.</p><p>All of this confirms what I&#39;ve observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market&#39;s largest company remains one of its most underestimated.</p><p>This past week, one tech newsletter I regularly read bemoaned Apple&#39;s &#34;listless hardware innovation,&#34; citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.</p><p>I get it -- there&#39;s heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.</p><p>Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don&#39;t generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.</p><p>I won&#39;t argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple&#39;s total revenue to 52%. Apple&#39;s business -- and stock -- can now work without heroic numbers from the iPhone.</p><p>This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn&#39;t a game changer, but it&#39;s a sneak peek into a future where Macs and iPhones fully converge. The new &#34;iPhone Mirroring&#34; feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.</p><p>Today, this is mostly an excuse not to reach for my phone. But there&#39;s a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I&#39;d expect to see that in a future macOS release.</p><p>As investors fret about the latest iPhones, others worry about Apple&#39;s ability to compete in artificial intelligence. This isn&#39;t new. &#34;Investors have all but given up on Apple and AI. And that feels like a major oversight,&#34; I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.</p><p>That day turned out to be a bottom for Apple stock. I won&#39;t take too much credit, but from that point on, investors slowly began to embrace Apple&#39;s AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world&#39;s largest company by market value.</p><p>Today, the sentiment has turned again. It isn&#39;t just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple&#39;s AI. Apple Intelligence&#39;s launch has been delayed until next month, and some of the more momentous features won&#39;t come until next year.</p><p>Apple&#39;s AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn&#39;t just producing AI. It&#39;s producing AI that&#39;s made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.</p><p>It&#39;s difficult to know what impact the negativity is having on Apple&#39;s stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year&#39;s earnings estimate. But record levels haven&#39;t been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.</p><p>Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.</p><p>More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That&#39;s the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.</p><p>Apple has gotten comfortable being underestimated. For investors, it&#39;s an evergreen opportunity.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","BK4581":"高盛持仓","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4504":"桥水持仓","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","AAPL":"苹果","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4528":"SaaS概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4571":"数字音乐概念","BK4507":"流媒体概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4577":"网络游戏","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","BK4573":"虚拟现实"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469298223","content_text":"By Alex EuleFed Day was the highlight of the week, but Apple deserves an honorable mention. Friday was Apple's annual holiday, with new iPhone 16 models arriving in stores. It's a joyous moment for Apple fans. For investors, it's more complicated.The skilled folks on the Dow Jones Market Data team have tracked Apple's stock around every iPhone release. By now, there's an ample sample size across 17 years.The stock has declined an average of 0.1% on the day new iPhones are announced. On launch day -- a week or two later -- shares slip another 0.1%. Over the following week, Apple slightly underperforms the market.Day traders are free to short the iPhone launch, but everyone else should go long -- way long.Six months out from iPhone releases, Apple stock has returned an average of 11.7%, eight percentage points better than the S&P 500 index. All told, Apple has returned an annualized 26% over the past decade, a whopping 15 points ahead of the large-cap index.All of this confirms what I've observed for years: Wall Street talks down new iPhones and then rushes to catch up with the reality that consumers still love them. Somehow, the market's largest company remains one of its most underestimated.This past week, one tech newsletter I regularly read bemoaned Apple's \"listless hardware innovation,\" citing the dullness of a new Apple Watch that detects sleep apnea and AirPods that now serve as hearing aids. Solving problems that affect millions of people -- at a far lower cost than current offerings -- is the definition of innovation, at least in my book.I get it -- there's heavy nostalgia surrounding Apple. Fans and investors still long for the days of Steve Jobs pulling the curtain off an all-new device.Apple shares jumped 8% the day that Jobs unveiled the first iPhone in January 2007. Incremental updates to phones, watches, and headphones don't generate the same kind of enthusiasm. But Apple is playing the long game, and it has mastered the art of marginal gains.I won't argue that every iPhone is a must-have purchase. Consumers are fine waiting two to four years. In the meantime, Apple will sell you AirPods, Watches, Macs, and related services. Over the past decade, iPhone sales have gone from 66% of Apple's total revenue to 52%. Apple's business -- and stock -- can now work without heroic numbers from the iPhone.This past week, I downloaded macOS Sequoia, the new operating system for Macs. The software isn't a game changer, but it's a sneak peek into a future where Macs and iPhones fully converge. The new \"iPhone Mirroring\" feature added an iPhone application to my Mac screen. Click the phone icon, and my iPhone pops up on the Mac screen. Everything can be easily navigated from there.Today, this is mostly an excuse not to reach for my phone. But there's a path to the Mac running individual applications from my iPhone, and easily dragging files, photos, and video clips between the two. That could spur sales of both devices, and I'd expect to see that in a future macOS release.As investors fret about the latest iPhones, others worry about Apple's ability to compete in artificial intelligence. This isn't new. \"Investors have all but given up on Apple and AI. And that feels like a major oversight,\" I wrote in this column on April 19. As with the iPhone now, I suggested that investors take a longer-term approach.That day turned out to be a bottom for Apple stock. I won't take too much credit, but from that point on, investors slowly began to embrace Apple's AI bona fides. The company introduced its plans for Apple Intelligence in June, kicking the stock into a new gear. Shares are up 39% since my column, more than double the market, and Apple has retaken its spot as the world's largest company by market value.Today, the sentiment has turned again. It isn't just that the iPhone 16 is a hodgepodge of incremental updates. Once again, the market is worried about Apple's AI. Apple Intelligence's launch has been delayed until next month, and some of the more momentous features won't come until next year.Apple's AI-powered summaries and emojis might not be groundbreaking, and the efforts from OpenAI, Alphabet, and Microsoft might be more advanced. But Apple isn't just producing AI. It's producing AI that's made for the most loved smartphone on the market. And the best laptops and smartwatches. And the only tablet worth buying. Every time Apple makes an incremental improvement, each of those devices gets better, too.It's difficult to know what impact the negativity is having on Apple's stock. Shares, after all, are near record levels. And the company trades at a generous 31 times next year's earnings estimate. But record levels haven't been impediments in the past for Apple shares. And the price/earnings ratio will come down, if Apple beats expectations.Today, analysts are fairly bearish, which leaves potential upside as upgrades roll in.More than 30% of the analysts covering Apple have a Hold or Sell rating on the stock. That's the weakest sentiment for any of the Magnificent Seven stocks, save for Tesla. Just 5% of analysts give Microsoft and Amazon.com a similarly lukewarm review.Apple has gotten comfortable being underestimated. For investors, it's an evergreen opportunity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278537639498008,"gmtCreate":1709029990612,"gmtModify":1709029993310,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$&nbsp;</a><v-v data-views=\"1\"></v-v> Way to go","listText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$&nbsp;</a><v-v data-views=\"1\"></v-v> Way to go","text":"$BIDU-SW(09888)$ Way to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278537639498008","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256596790456416,"gmtCreate":1703679596649,"gmtModify":1703679600887,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>those who short Tencent will suffer big losses","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v>those who short Tencent will suffer big losses","text":"$TENCENT(00700)$ those who short Tencent will suffer big losses","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256596790456416","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251086201954584,"gmtCreate":1702308676013,"gmtModify":1702308680069,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"Baba is not competitive enough&nbsp;","listText":"Baba is not competitive enough&nbsp;","text":"Baba is not competitive enough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251086201954584","repostId":"2389850906","repostType":2,"repost":{"id":"2389850906","pubTimestamp":1702283458,"share":"https://ttm.financial/m/news/2389850906?lang=&edition=fundamental","pubTime":"2023-12-11 16:30","market":"us","language":"en","title":"China Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2389850906","media":"Seekingalpha","summary":"PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.PDD's success is attributed to its focus on bargains and its","content":"<html><head></head><body><ul style=\"\"><li><p>PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.</p></li><li><p>PDD&#39;s success is attributed to its focus on bargains and its innovative group-buying model, particularly appealing to price-conscious consumers in smaller cities.</p></li><li><p>PDD&#39;s international expansion, driven by its success with Temu, its international business, has contributed to its rapid rise and investor optimism.</p></li></ul><p>After years of dominance by the duo of Alibaba (BABA) and JD.com (JD), China suddenly has a new top kid on its e-commerce block.</p><p><strong>PDD Holdings Inc. (NASDAQ: PDD) </strong>has emerged as the new favorite in that fiercely competitive landscape, after surpassing a slumping Alibaba in terms of valuation last week. As of Thursday’s market close, PDD was the leader with a value of $186 billion, just ahead of Alibaba’s $185 billion and well in front of JD.com’s $42 billion. The watershed moment capped years of stellar performance by PDD, better known in China as Pinduoduo.</p><p>The 8-year-old upstart’s passing of veteran Alibaba came after PDD reported turbo-charged <strong>third-quarter earnings</strong> that included a revenue surge of over 90%, and 45% profit growth.</p><p>PDD’s rapid rise owes to its laser focus on bargains and an innovative group-buying model that resonates with price-conscious consumers, especially in China’s less affluent smaller cities. While multiple factors underlie its success, PDD’s red-hot international expansion is the main driver behind its latest surge. That contrasts even more strongly with Alibaba’s more checkered record of achieving success outside China.</p><p>Before examining PDD’s overseas growth in more detail, we should note that Alibaba’s fall from grace owes in no small part to China’s crackdown on the entire internet sector – making PDD’s story even more remarkable. A 2020 speech by Alibaba founder Jack Ma criticizing Chinese regulators is generally seen as the starting point for a crackdown on the company, which later spread to other major internet players, for anti-competitive practices.</p><p>Alibaba has largely limped along since then, though it excited investors with its March announcement that it would break itself up into six component parts, a move many said was made in part to address anti-monopoly concerns. But even that drive ran into trouble last month when Alibaba said it no longer planned to spin off its cloud business due to changes in the market.</p><p>While Alibaba has foundered, PDD has done just the opposite, in no small part by avoiding controversy with its strong focus on its core e-commerce business. The company’s third-quarter revenue totaled 68.8 billion yuan ($9.7 billion), about a third of Alibaba’s 224.8 billion yuan. But while the Alibaba figure grew by a modest 9% year-on-year, Pinduoduo’s nearly doubled with a 94% rise.</p><p>PDD’s shares surged 17% in the trading day of the announcement, and have held onto the gains since then, propelling it past Alibaba in terms of market value. That jump has given PDD a price-to-sales (P/S) ratio of 7.48, significantly higher than Alibaba’s 1.45. In terms of price-to-earnings (P/E) ratio, PDD also commands a ratio of 32, triple the 10 for Alibaba, according to Yahoo Finance.</p><h4 id=\"id_2936380799\">International success</h4><p>The investor optimism that lifted PDD past Alibaba is likely tied to the success of Temu, its international business. Temu <strong>has expanded swiftly</strong> since its launch in September last year, garnering over 52 million monthly active users in the U.S. alone, according to mobile app performance tracker Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>. The service is now available in 48 countries worldwide.</p><p>While PDD did not provide specific financial details for Temu in its latest earnings report, Goldman Sachs estimated the service accounted for approximately 28% of the company’s revenue in its latest quarter. The international success contrasts with Alibaba, whose older foreign operations are still relatively small as a percentage of its overall business.</p><p>PDD’s overseas success uses a page taken directly from its domestic playbook targeting price-conscious customers. That focus resonates strongly in the current environment as global shoppers&#39; grapple with high prices and inflation. And, of course, everyone always loves a good bargain.</p><p>Temu offers shoppers extremely low prices for a variety of products, such as $4 for earphones and $15 for hoodies. Those goods are shipped from China, drawing on PDD’s extensive merchant network established over its brief lifetime. The company’s tight control over this network, which helps it cut prices to the bone, gives it an edge over Alibaba.</p><p>Alibaba operates more like a marketplace, providing support to its merchants but largely letting them run their own shops. By comparison, Pinduoduo has invested heavily in direct relationships with its suppliers, giving it more control over sourcing, pricing, and inventory.</p><p>Pinduoduo appears to be employing the same strategy abroad that fueled its early growth in China – aggressively using marketing and discounts to drive expansion, prioritizing top-line growth over short-term profits. PDD was loss-making for years before becoming profitable in 2021.</p><p>Temu’s aggressive marketing approach, which includes big spending in high-profile outlets like Super Bowl commercials, means it’s likely that PDD’s international business is still unprofitable and is dragging down the company’s overall margins. However, the company can afford to subsidize its international expansion with its strong and profitable business in China.</p><p>That doesn’t mean PDD won’t face some challenges in its international expansion. As its popularity grows in the U.S., it’s already attracting unwanted political scrutiny due to tensions between China and the U.S., especially over data security concerns. In April, a U.S. Congressional commission report <strong>outlined</strong> concerns over Chinese fast fashion platforms like Temu in areas like trade practices, labor, safety and IP protections.</p><p>PDD also faces intensifying competition in the fast fashion e-commerce space from the likes of Shein, its Chinese competitor that similarly focuses on ultra-low-cost products and gained early traction in the U.S. market.</p><p>The two companies previously sued each other over the past year on issues such as disparaging remarks and allegations of monopolistic practices. They settled their suits in October, but the disputes still illustrate the competitive pressures PDD faces as it seeks to expand outside its home market. Most recently, even Amazon (AMZN.US) appeared to be joining the fray by <strong>offering</strong> unusually low fee rates for its merchants selling clothing priced below $20 – a move that looks directly aimed at both Shein and Temu.</p><p>At the end of the day, PDD’s continued success will rely on growing its business internationally as its China growth slows. This gives it a clear lead over Alibaba, though by no means assures its success as PDD faces intensifying competition on the global stage from not only established companies in other markets but also Chinese rivals.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Has A New E-Commerce Top Dog As Global Gains Lift PDD Past Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-11 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4656839-china-has-a-new-e-commerce-top-dog-as-global-gains-lift-pdd-past-alibaba><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.PDD's success is attributed to its focus on bargains and its...</p>\n\n<a href=\"https://seekingalpha.com/article/4656839-china-has-a-new-e-commerce-top-dog-as-global-gains-lift-pdd-past-alibaba\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4585":"ETF&股票定投概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","PDD":"拼多多","BK4558":"双十一","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4220":"综合零售","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4535":"淡马锡持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4538":"云计算","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","IE0008368742.USD":"首域中国增长基金I Acc","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4554":"元宇宙及AR概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4531":"中概回港概念","BK4553":"喜马拉雅资本持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4534":"瑞士信贷持仓"},"source_url":"https://seekingalpha.com/article/4656839-china-has-a-new-e-commerce-top-dog-as-global-gains-lift-pdd-past-alibaba","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2389850906","content_text":"PDD Holdings Inc. has surpassed Alibaba in terms of valuation, becoming the new top e-commerce player in China with a value of $186 billion.PDD's success is attributed to its focus on bargains and its innovative group-buying model, particularly appealing to price-conscious consumers in smaller cities.PDD's international expansion, driven by its success with Temu, its international business, has contributed to its rapid rise and investor optimism.After years of dominance by the duo of Alibaba (BABA) and JD.com (JD), China suddenly has a new top kid on its e-commerce block.PDD Holdings Inc. (NASDAQ: PDD) has emerged as the new favorite in that fiercely competitive landscape, after surpassing a slumping Alibaba in terms of valuation last week. As of Thursday’s market close, PDD was the leader with a value of $186 billion, just ahead of Alibaba’s $185 billion and well in front of JD.com’s $42 billion. The watershed moment capped years of stellar performance by PDD, better known in China as Pinduoduo.The 8-year-old upstart’s passing of veteran Alibaba came after PDD reported turbo-charged third-quarter earnings that included a revenue surge of over 90%, and 45% profit growth.PDD’s rapid rise owes to its laser focus on bargains and an innovative group-buying model that resonates with price-conscious consumers, especially in China’s less affluent smaller cities. While multiple factors underlie its success, PDD’s red-hot international expansion is the main driver behind its latest surge. That contrasts even more strongly with Alibaba’s more checkered record of achieving success outside China.Before examining PDD’s overseas growth in more detail, we should note that Alibaba’s fall from grace owes in no small part to China’s crackdown on the entire internet sector – making PDD’s story even more remarkable. A 2020 speech by Alibaba founder Jack Ma criticizing Chinese regulators is generally seen as the starting point for a crackdown on the company, which later spread to other major internet players, for anti-competitive practices.Alibaba has largely limped along since then, though it excited investors with its March announcement that it would break itself up into six component parts, a move many said was made in part to address anti-monopoly concerns. But even that drive ran into trouble last month when Alibaba said it no longer planned to spin off its cloud business due to changes in the market.While Alibaba has foundered, PDD has done just the opposite, in no small part by avoiding controversy with its strong focus on its core e-commerce business. The company’s third-quarter revenue totaled 68.8 billion yuan ($9.7 billion), about a third of Alibaba’s 224.8 billion yuan. But while the Alibaba figure grew by a modest 9% year-on-year, Pinduoduo’s nearly doubled with a 94% rise.PDD’s shares surged 17% in the trading day of the announcement, and have held onto the gains since then, propelling it past Alibaba in terms of market value. That jump has given PDD a price-to-sales (P/S) ratio of 7.48, significantly higher than Alibaba’s 1.45. In terms of price-to-earnings (P/E) ratio, PDD also commands a ratio of 32, triple the 10 for Alibaba, according to Yahoo Finance.International successThe investor optimism that lifted PDD past Alibaba is likely tied to the success of Temu, its international business. Temu has expanded swiftly since its launch in September last year, garnering over 52 million monthly active users in the U.S. alone, according to mobile app performance tracker Sensor Tower. The service is now available in 48 countries worldwide.While PDD did not provide specific financial details for Temu in its latest earnings report, Goldman Sachs estimated the service accounted for approximately 28% of the company’s revenue in its latest quarter. The international success contrasts with Alibaba, whose older foreign operations are still relatively small as a percentage of its overall business.PDD’s overseas success uses a page taken directly from its domestic playbook targeting price-conscious customers. That focus resonates strongly in the current environment as global shoppers' grapple with high prices and inflation. And, of course, everyone always loves a good bargain.Temu offers shoppers extremely low prices for a variety of products, such as $4 for earphones and $15 for hoodies. Those goods are shipped from China, drawing on PDD’s extensive merchant network established over its brief lifetime. The company’s tight control over this network, which helps it cut prices to the bone, gives it an edge over Alibaba.Alibaba operates more like a marketplace, providing support to its merchants but largely letting them run their own shops. By comparison, Pinduoduo has invested heavily in direct relationships with its suppliers, giving it more control over sourcing, pricing, and inventory.Pinduoduo appears to be employing the same strategy abroad that fueled its early growth in China – aggressively using marketing and discounts to drive expansion, prioritizing top-line growth over short-term profits. PDD was loss-making for years before becoming profitable in 2021.Temu’s aggressive marketing approach, which includes big spending in high-profile outlets like Super Bowl commercials, means it’s likely that PDD’s international business is still unprofitable and is dragging down the company’s overall margins. However, the company can afford to subsidize its international expansion with its strong and profitable business in China.That doesn’t mean PDD won’t face some challenges in its international expansion. As its popularity grows in the U.S., it’s already attracting unwanted political scrutiny due to tensions between China and the U.S., especially over data security concerns. In April, a U.S. Congressional commission report outlined concerns over Chinese fast fashion platforms like Temu in areas like trade practices, labor, safety and IP protections.PDD also faces intensifying competition in the fast fashion e-commerce space from the likes of Shein, its Chinese competitor that similarly focuses on ultra-low-cost products and gained early traction in the U.S. market.The two companies previously sued each other over the past year on issues such as disparaging remarks and allegations of monopolistic practices. They settled their suits in October, but the disputes still illustrate the competitive pressures PDD faces as it seeks to expand outside its home market. Most recently, even Amazon (AMZN.US) appeared to be joining the fray by offering unusually low fee rates for its merchants selling clothing priced below $20 – a move that looks directly aimed at both Shein and Temu.At the end of the day, PDD’s continued success will rely on growing its business internationally as its China growth slows. This gives it a clear lead over Alibaba, though by no means assures its success as PDD faces intensifying competition on the global stage from not only established companies in other markets but also Chinese rivals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234029153697992,"gmtCreate":1698144969929,"gmtModify":1698144972656,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Alot of people feeling bearish and fearful. Time for me to be greedy now","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Alot of people feeling bearish and fearful. Time for me to be greedy now","text":"$HSI(HSI)$ Alot of people feeling bearish and fearful. Time for me to be greedy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234029153697992","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206558948655248,"gmtCreate":1691461161631,"gmtModify":1691461164404,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Have to be patient. The day will come","listText":"<a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v>Have to be patient. The day will come","text":"$HSI(HSI)$ Have to be patient. The day will come","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206558948655248","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970811988,"gmtCreate":1684251826545,"gmtModify":1684251829986,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/USB\">$U.S. Bancorp(USB)$&nbsp;</a>Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now","listText":"<a href=\"https://ttm.financial/S/USB\">$U.S. Bancorp(USB)$&nbsp;</a>Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now","text":"$U.S. Bancorp(USB)$ Inflation will continue to be sticky and the rising interest rates will force more banks to experience problems. I expect more shorts on the bank stocks. I have confidence in USB but my entry price has to be below $20 now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970811988","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922657223,"gmtCreate":1671761558562,"gmtModify":1676538589090,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$&nbsp;</a>Observing this company","listText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$&nbsp;</a>Observing this company","text":"$PAX GLOBAL(00327)$ Observing this company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922657223","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913335134,"gmtCreate":1663908596428,"gmtModify":1676537361650,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets","listText":"HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets","text":"HSI is confirmed to be oversold. But to recover willneed time and the covid situation to be stabilised. HK will need to rebuild its economy and improve the overall investment climate and attract more foreign talent just like what Singapore is doing. On the high inflation problem, hopefully the FED can limit its damage on equities markets","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9913335134","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023794685,"gmtCreate":1652960493247,"gmtModify":1676535196565,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/06088\">$FIT Hon Teng(06088)$</a>I will be studying this company. Wait for my updates","listText":"<a href=\"https://ttm.financial/S/06088\">$FIT Hon Teng(06088)$</a>I will be studying this company. Wait for my updates","text":"$FIT Hon Teng(06088)$I will be studying this company. Wait for my updates","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9023794685","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"content":"Can buy in as production starts to resume but dont expect demand to be strong. Good entry price should be below 95 cents","text":"Can buy in as production starts to resume but dont expect demand to be strong. Good entry price should be below 95 cents","html":"Can buy in as production starts to resume but dont expect demand to be strong. Good entry price should be below 95 cents"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833494831,"gmtCreate":1629253747423,"gmtModify":1676529980739,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/08083\">$CHINA YOUZAN(08083)$</a>Bought in&nbsp;","listText":"<a href=\"https://laohu8.com/S/08083\">$CHINA YOUZAN(08083)$</a>Bought in&nbsp;","text":"$CHINA YOUZAN(08083)$Bought in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/833494831","isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582699680917595","authorId":"3582699680917595","name":"Hett","avatar":"https://static.tigerbbs.com/538abd1cb14779c0920c643a0a0ba120","crmLevel":4,"crmLevelSwitch":0,"idStr":"3582699680917595","authorIdStr":"3582699680917595"},"content":"You bought??? Its terrible!!","text":"You bought??? Its terrible!!","html":"You bought??? Its terrible!!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025899361,"gmtCreate":1653652207053,"gmtModify":1676535321230,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03838\">$CHINA STARCH(03838)$</a>for your reference&nbsp;","listText":"<a href=\"https://ttm.financial/S/03838\">$CHINA STARCH(03838)$</a>for your reference&nbsp;","text":"$CHINA STARCH(03838)$for your reference","images":[{"img":"https://community-static.tradeup.com/news/51db40c792ec1b089cdf7a957ce15cb1","width":"1196","height":"1370"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025899361","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087724962016220","authorId":"4087724962016220","name":"Hangen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4087724962016220","authorIdStr":"4087724962016220"},"content":"start dropping?","text":"start dropping?","html":"start dropping?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":831775260,"gmtCreate":1629354849650,"gmtModify":1676530012657,"author":{"id":"3567412323589940","authorId":"3567412323589940","name":"BernardLL","avatar":"https://community-static.tradeup.com/news/3eb1ecb8182a3c31f7f8d7a53d00163b","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567412323589940","authorIdStr":"3567412323589940"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Oversold.&nbsp;","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>Oversold.&nbsp;","text":"$Alibaba(09988)$Oversold.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/831775260","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}