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KLC

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02-14

Wealth

02-13

Family

01-18

$Meta Platforms, Inc.(META)$

01-17

$Bionano Genomics(BNGO)$

01-02

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@OptionsBB:Options Spy | Coinbase Insiders Cash Out, call options sold in large volumes

2023-04-11

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Have $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond

2023-04-03

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Hong Kong Shares Slip 0.1% as Tech, Pharma Retreat -- Market Talk

2023-03-29

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Cathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform

2023-03-29

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Alibaba stock price surges as Chinese giant plans biggest overhaul ever

2022-12-27

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China to Scrap COVID Quarantine Rule for Inbound Travellers

2022-12-23

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7 Undervalued Blue-Chip Stocks to Buy Now

2022-12-21

Tesla👍

Elon Musk Actively Searching for a New Twitter CEO, Sources Say

2022-12-19

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The Fed Crushed Investors' Hopes Of A Santa Claus Rally

2022-12-08

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3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street

2022-12-05

Notes

Meta's Strategic Black Hole

2022-12-04

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NIO And XPeng: Don't Choose The One Getting Squeezed Out

2022-12-02

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Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report

2022-11-29

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Alibaba: Candidate For The Record Book Of Mispriced Stocks

2022-11-27

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CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot

2022-11-26

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href=\"https://ttm.financial/S/BNGO\">$Bionano Genomics(BNGO)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/BNGO\">$Bionano Genomics(BNGO)$</a>&nbsp;","text":"$Bionano Genomics(BNGO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/263821338689792","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258761575596304,"gmtCreate":1704208114700,"gmtModify":1704208118230,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258761575596304","repostId":"258759327957120","repostType":1,"repost":{"id":258759327957120,"gmtCreate":1704203228988,"gmtModify":1704368402604,"author":{"id":"3527667645834579","authorId":"3527667645834579","name":"OptionsBB","avatar":"https://community-static.tradeup.com/news/d77352af64bc1f2e2b196137b6c9a363","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667645834579","authorIdStr":"3527667645834579"},"themes":[],"title":"Options Spy | Coinbase Insiders Cash Out, call options sold in large volumes","htmlText":"At the end of 2023, the bulls showed fatigue, and all U.S. stock indexes ushered in the ninth consecutive week of gains. After a difficult 2022, U.S. stocks have rebounded strongly, beating other international stock markets. For most of 2023, excitement about artificial intelligence (AI) fueled a strong rally in \"Big Seven\" stocks like Nvidia and Microsoft.Nasdaq surged 43.6% this year, ushering in the best year since 2020. Philadelphia Semiconductor has surged 65% this year, its biggest gain since 2009.The share price of Coinbase, the largest cryptocurrency trading platform in the United States, has also risen sharply recently, led by the soaring price of bitcoin. And Coinbase insiders also took advantage of the rising tide to cash out in December. Lawrence J Brock, Coinbase's chief peopl","listText":"At the end of 2023, the bulls showed fatigue, and all U.S. stock indexes ushered in the ninth consecutive week of gains. After a difficult 2022, U.S. stocks have rebounded strongly, beating other international stock markets. For most of 2023, excitement about artificial intelligence (AI) fueled a strong rally in \"Big Seven\" stocks like Nvidia and Microsoft.Nasdaq surged 43.6% this year, ushering in the best year since 2020. Philadelphia Semiconductor has surged 65% this year, its biggest gain since 2009.The share price of Coinbase, the largest cryptocurrency trading platform in the United States, has also risen sharply recently, led by the soaring price of bitcoin. And Coinbase insiders also took advantage of the rising tide to cash out in December. Lawrence J Brock, Coinbase's chief peopl","text":"At the end of 2023, the bulls showed fatigue, and all U.S. stock indexes ushered in the ninth consecutive week of gains. After a difficult 2022, U.S. stocks have rebounded strongly, beating other international stock markets. For most of 2023, excitement about artificial intelligence (AI) fueled a strong rally in \"Big Seven\" stocks like Nvidia and Microsoft.Nasdaq surged 43.6% this year, ushering in the best year since 2020. Philadelphia Semiconductor has surged 65% this year, its biggest gain since 2009.The share price of Coinbase, the largest cryptocurrency trading platform in the United States, has also risen sharply recently, led by the soaring price of bitcoin. And Coinbase insiders also took advantage of the rising tide to cash out in December. Lawrence J Brock, Coinbase's chief peopl","images":[{"img":"https://static.tigerbbs.com/6cd5395612da5b54b72ec857b0f125a4","width":"2308","height":"1082"},{"img":"https://static.tigerbbs.com/4bfbc8c792d90bd27fa0e157c56d4fa1","width":"2296","height":"570"},{"img":"https://static.tigerbbs.com/e0fd3ec36bf9cea92d9aa42fdc996c87","width":"2286","height":"1342"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258759327957120","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942141886,"gmtCreate":1681169837846,"gmtModify":1681169839777,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942141886","repostId":"2326290633","repostType":2,"repost":{"id":"2326290633","kind":"highlight","pubTimestamp":1681097072,"share":"https://ttm.financial/m/news/2326290633?lang=&edition=fundamental","pubTime":"2023-04-10 11:24","market":"us","language":"en","title":"Have $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2326290633","media":"Motley Fool","summary":"Find out how these three stocks can turn your $1,000 into a long-term treasure chest.","content":"<html><head></head><body><p>Let&#39;s dive into three hidden gems that could turn your modest $1,000 into a treasure chest of long-term growth. So, buckle up, stock sleuths, and get ready for a thrill ride.</p><h2><a href=\"https://laohu8.com/S/AMD\">AMD</a>: a chip off the old blockbuster</h2><p><strong>Advanced Micro Devices</strong> (AMD -0.10%) is shining bright in the semiconductor industry nowadays, with its Ryzen processors and Radeon graphics cards putting up more than a fair fight against big-name competitors. CEO Lisa Su&#39;s leadership has been instrumental in this success, driving a culture of innovation and a commitment to excellence. Under her guidance, AMD has shed its past mistakes of overpromising and underdelivering. The company is now focused on delivering high-performance products that offer great value to customers. So if want a company that&#39;s blazing its own path through the bitterly competitive semiconductor industry, AMD might just be the ticker for you.</p><p>In the past year, AMD&#39;s stock has shown impressive resilience. Shares are trading at $110, reflecting a remarkable 52% increase from their 52-week low. This impressive performance has caught the attention of several analysts. For instance, in February 2023, Cowen analyst Matthew Ramsay reiterated an Outperform rating on AMD with a price target of $130, citing the company&#39;s strong product portfolio and opportunities in the exploding artificial intelligence (AI) market.</p><p>Moreover, the company&#39;s financial results have been on an upward trajectory. In the fourth quarter of 2022, AMD reported revenue of $4.8 billion, a 49% year-over-year increase. Earnings per share of landed at $0.54. Your average analyst would have settled for $0.52 per share. This growth was driven by robust demand for its Ryzen processors and Radeon graphics cards across various segments, including gaming, data centers, and AI applications. And the recent $50 billion Xilinx acquisition should fan the flames even harder under AMD&#39;s steam engine.</p><p>As AMD continues to innovate and expand its product offerings, the company will further cement its position in the market. The stock isn&#39;t cheap but that&#39;s for good reason. You get what you pay for, namely a high-octane growth stock with its sights set on many years of continued success across many high-growth target markets.</p><h2><a href=\"https://laohu8.com/S/SHOP\">Shopify</a>: ringing up profits</h2><p>Next in line, there&#39;s <strong>Shopify</strong>, a leading e-commerce platform that enables businesses and entrepreneurs to create and manage their online stores. It provides an all-in-one solution, including web design, payment processing, inventory management, and social media integrations.</p><p>If that sounds like a sweet business model in this age of everything going digital at an astonishing pace and e-commerce sales soaring on every continent, well, I think you&#39;re onto something. Shopify&#39;s annual sales have nearly doubled over the last two years and quintupled since 2018. Meanwhile, share prices have tumbled recently and the formerly high-flying stock suddenly looks quite affordable:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87d82e9f544e0427e2d0f541d197a5c8\" title=\"\" tg-width=\"720\" tg-height=\"410\"/></p><p>SHOP Revenue (TTM) data by YCharts</p><p>As the stock price tumbled 26% from its 52-week high, you might think this digital dynamo is down for the count. That may be true for the stock chart, but Shopify&#39;s actual business is healthy as a horse.</p><p>This is still the king of e-commerce platforms, and the long-term growth prospects in that target market are as impressive as ever. Sure, there&#39;s an inflation-inspired slowdown in pretty much every retail market right now, including online stores. But you shouldn&#39;t confuse a short-lived stagnation for a permanent pickle.</p><p>Oh, and did you know that Shopify already built AI smarts into its digital assistant, the Shop app? At a recent tech industry conference, Shopify president Harley Finkelstein explained how ChatGPT helps the app find the products you need.</p><p>&#34;You can have a conversation with this incredible bot that is powered by ChatGPT, and you can say, &#39;I want to have a barbecue with [conference host] Keith, and it&#39;s going to be a Hawaiian theme, and there are so many people,&#39;&#34; Finkelstein said. &#34;And you will see products you can buy with one click and actually create a full barbecue and a full party experience.&#34;</p><p>So the shopping experience is getting more helpful, even as shoppers everywhere are getting used to doing all types of business online. If that&#39;s not a perfect setup for launching Shopify&#39;s sales and profits to the moon, I don&#39;t know what is.</p><p>It&#39;s time to scoop up some shares while they&#39;re still a steal.</p><h2><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a>: sealing deal after deal</h2><p>Finally, let&#39;s dig into <strong>DocuSign</strong>, the digital document dynamo that&#39;s revolutionizing the way we sign on the dotted line. You might be scratching your head at a stock price that&#39;s down 16% from its 52-week high, but don&#39;t let that scare you. This paperless powerhouse is just getting started.</p><p>DocuSign&#39;s recent swoon is an opportunity in disguise. Despite brutal market slumps in some of DocuSign&#39;s most important client sectors such as real estate and car sales, the company&#39;s annual sales increased by 158% in the last three years. To keep up this excellent growth trajectory, DocuSign wants to expand its customer base, increase its average revenue per user, and venture into new markets like Europe and Asia. Making strides in real estate, financial services, and healthcare markets should help the company achieve these goals.</p><p>And then it&#39;s only a matter of time until market makers realize their mistake and get back to driving DocuSign&#39;s stock price higher again. Until then, DocuSign shares are trading at just 21 times forward earnings while top-line sales rose at a compound average rate of 37% over the last five years. Those shares are an absolute bargain.</p><h2>Putting your $1,000 to work</h2><p>With these three tempting tickers in your tableau, now&#39;s the time to make your move. Spread your $1,000 across AMD, Shopify, and DocuSign, or double down on your favorite for a potentially bountiful payoff somewhere down the road. Remember, fortune favors the bold, and when it comes to investing, sometimes you have to take a leap of faith. I don&#39;t mean you should take out a second mortgage and literally bet the farm, but this trio looks like good stewards of a fairly modest $1,000 pledge right now.</p><p>So, dust off your stock-picking hat, and let&#39;s leap into the future together. DocuSign, Shopify, and AMD want to come along for the ride. Let&#39;s say you decide to pick up 3 AMD shares, 5 DocuSign stubs, and 6 shares of Shopify, putting roughly $300 to work in each stock. You&#39;d still have enough cash left over for a delightful family dinner after all that, or overweighting your favorite bargain idea with that last Benjamin.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Have $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond</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\">\nHave $1,000? These 3 Stocks Could Be Bargain Buys for 2023 And Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-10 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/09/have-1000-these-3-stocks-could-be-bargain-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's dive into three hidden gems that could turn your modest $1,000 into a treasure chest of long-term growth. So, buckle up, stock sleuths, and get ready for a thrill ride.AMD: a chip off the old ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/09/have-1000-these-3-stocks-could-be-bargain-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4529":"IDC概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4528":"SaaS概念","BK4023":"应用软件","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","DOCU":"Docusign","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4534":"瑞士信贷持仓","BK4523":"印度概念","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","BK4566":"资本集团","BK4587":"ChatGPT概念","AMD":"美国超微公司","SHOP":"Shopify Inc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4543":"AI","BK4588":"碎股","BK4116":"互联网服务与基础架构","BK4141":"半导体产品","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4551":"寇图资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4573":"虚拟现实"},"source_url":"https://www.fool.com/investing/2023/04/09/have-1000-these-3-stocks-could-be-bargain-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2326290633","content_text":"Let's dive into three hidden gems that could turn your modest $1,000 into a treasure chest of long-term growth. So, buckle up, stock sleuths, and get ready for a thrill ride.AMD: a chip off the old blockbusterAdvanced Micro Devices (AMD -0.10%) is shining bright in the semiconductor industry nowadays, with its Ryzen processors and Radeon graphics cards putting up more than a fair fight against big-name competitors. CEO Lisa Su's leadership has been instrumental in this success, driving a culture of innovation and a commitment to excellence. Under her guidance, AMD has shed its past mistakes of overpromising and underdelivering. The company is now focused on delivering high-performance products that offer great value to customers. So if want a company that's blazing its own path through the bitterly competitive semiconductor industry, AMD might just be the ticker for you.In the past year, AMD's stock has shown impressive resilience. Shares are trading at $110, reflecting a remarkable 52% increase from their 52-week low. This impressive performance has caught the attention of several analysts. For instance, in February 2023, Cowen analyst Matthew Ramsay reiterated an Outperform rating on AMD with a price target of $130, citing the company's strong product portfolio and opportunities in the exploding artificial intelligence (AI) market.Moreover, the company's financial results have been on an upward trajectory. In the fourth quarter of 2022, AMD reported revenue of $4.8 billion, a 49% year-over-year increase. Earnings per share of landed at $0.54. Your average analyst would have settled for $0.52 per share. This growth was driven by robust demand for its Ryzen processors and Radeon graphics cards across various segments, including gaming, data centers, and AI applications. And the recent $50 billion Xilinx acquisition should fan the flames even harder under AMD's steam engine.As AMD continues to innovate and expand its product offerings, the company will further cement its position in the market. The stock isn't cheap but that's for good reason. You get what you pay for, namely a high-octane growth stock with its sights set on many years of continued success across many high-growth target markets.Shopify: ringing up profitsNext in line, there's Shopify, a leading e-commerce platform that enables businesses and entrepreneurs to create and manage their online stores. It provides an all-in-one solution, including web design, payment processing, inventory management, and social media integrations.If that sounds like a sweet business model in this age of everything going digital at an astonishing pace and e-commerce sales soaring on every continent, well, I think you're onto something. Shopify's annual sales have nearly doubled over the last two years and quintupled since 2018. Meanwhile, share prices have tumbled recently and the formerly high-flying stock suddenly looks quite affordable:SHOP Revenue (TTM) data by YChartsAs the stock price tumbled 26% from its 52-week high, you might think this digital dynamo is down for the count. That may be true for the stock chart, but Shopify's actual business is healthy as a horse.This is still the king of e-commerce platforms, and the long-term growth prospects in that target market are as impressive as ever. Sure, there's an inflation-inspired slowdown in pretty much every retail market right now, including online stores. But you shouldn't confuse a short-lived stagnation for a permanent pickle.Oh, and did you know that Shopify already built AI smarts into its digital assistant, the Shop app? At a recent tech industry conference, Shopify president Harley Finkelstein explained how ChatGPT helps the app find the products you need.\"You can have a conversation with this incredible bot that is powered by ChatGPT, and you can say, 'I want to have a barbecue with [conference host] Keith, and it's going to be a Hawaiian theme, and there are so many people,'\" Finkelstein said. \"And you will see products you can buy with one click and actually create a full barbecue and a full party experience.\"So the shopping experience is getting more helpful, even as shoppers everywhere are getting used to doing all types of business online. If that's not a perfect setup for launching Shopify's sales and profits to the moon, I don't know what is.It's time to scoop up some shares while they're still a steal.DocuSign: sealing deal after dealFinally, let's dig into DocuSign, the digital document dynamo that's revolutionizing the way we sign on the dotted line. You might be scratching your head at a stock price that's down 16% from its 52-week high, but don't let that scare you. This paperless powerhouse is just getting started.DocuSign's recent swoon is an opportunity in disguise. Despite brutal market slumps in some of DocuSign's most important client sectors such as real estate and car sales, the company's annual sales increased by 158% in the last three years. To keep up this excellent growth trajectory, DocuSign wants to expand its customer base, increase its average revenue per user, and venture into new markets like Europe and Asia. Making strides in real estate, financial services, and healthcare markets should help the company achieve these goals.And then it's only a matter of time until market makers realize their mistake and get back to driving DocuSign's stock price higher again. Until then, DocuSign shares are trading at just 21 times forward earnings while top-line sales rose at a compound average rate of 37% over the last five years. Those shares are an absolute bargain.Putting your $1,000 to workWith these three tempting tickers in your tableau, now's the time to make your move. Spread your $1,000 across AMD, Shopify, and DocuSign, or double down on your favorite for a potentially bountiful payoff somewhere down the road. Remember, fortune favors the bold, and when it comes to investing, sometimes you have to take a leap of faith. I don't mean you should take out a second mortgage and literally bet the farm, but this trio looks like good stewards of a fairly modest $1,000 pledge right now.So, dust off your stock-picking hat, and let's leap into the future together. DocuSign, Shopify, and AMD want to come along for the ride. Let's say you decide to pick up 3 AMD shares, 5 DocuSign stubs, and 6 shares of Shopify, putting roughly $300 to work in each stock. You'd still have enough cash left over for a delightful family dinner after all that, or overweighting your favorite bargain idea with that last Benjamin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941417623,"gmtCreate":1680530410963,"gmtModify":1680530413625,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941417623","repostId":"2324884192","repostType":2,"repost":{"id":"2324884192","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680486780,"share":"https://ttm.financial/m/news/2324884192?lang=&edition=fundamental","pubTime":"2023-04-03 09:53","market":"hk","language":"en","title":"Hong Kong Shares Slip 0.1% as Tech, Pharma Retreat -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2324884192","media":"Dow Jones","summary":"0150 GMT - Hong Kong's benchmark Hang Seng Index is down 0.1% in morning trade, falling to 20379.50 ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0150 GMT - Hong Kong's benchmark Hang Seng Index is down 0.1% in morning trade, falling to 20379.50 as investors go into wait-and-see mode after last week's rally, fueled by Chinese manufacturing growth. Tech shares are lower, retreating from gains last week sparked by Alibaba's planned reorganization. The Hang Seng Tech Index falls 0.6%, with Meituan down 2.0% and Baidu 1.5% lower. Pharma companies are also weighing on the market. Sino Biopharmaceutical drops 6.4% and Wuxi Biologics falls 3.1%. Among the gainers are energy stocks, which rise in line with sharp gains in crude prices. PetroChina is up 3.0% and Cnooc jumps 3.3%. (bingyan.wang@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2023 21:53 ET (01:53 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Shares Slip 0.1% as Tech, Pharma Retreat -- Market Talk</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\">\nHong Kong Shares Slip 0.1% as Tech, Pharma Retreat -- Market Talk\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\">2023-04-03 09:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0150 GMT - Hong Kong's benchmark Hang Seng Index is down 0.1% in morning trade, falling to 20379.50 as investors go into wait-and-see mode after last week's rally, fueled by Chinese manufacturing growth. Tech shares are lower, retreating from gains last week sparked by Alibaba's planned reorganization. The Hang Seng Tech Index falls 0.6%, with Meituan down 2.0% and Baidu 1.5% lower. Pharma companies are also weighing on the market. Sino Biopharmaceutical drops 6.4% and Wuxi Biologics falls 3.1%. Among the gainers are energy stocks, which rise in line with sharp gains in crude prices. PetroChina is up 3.0% and Cnooc jumps 3.3%. (bingyan.wang@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 02, 2023 21:53 ET (01:53 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BIDU":"百度","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0173614495.USD":"富达中国焦点A","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0048580855.USD":"富达大中华区A","BK1517":"云办公","BK4531":"中概回港概念","BABA":"阿里巴巴","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4538":"云计算","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4579":"人工智能","BK1588":"回港中概股","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4588":"碎股","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4502":"阿里概念"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324884192","content_text":"0150 GMT - Hong Kong's benchmark Hang Seng Index is down 0.1% in morning trade, falling to 20379.50 as investors go into wait-and-see mode after last week's rally, fueled by Chinese manufacturing growth. Tech shares are lower, retreating from gains last week sparked by Alibaba's planned reorganization. The Hang Seng Tech Index falls 0.6%, with Meituan down 2.0% and Baidu 1.5% lower. Pharma companies are also weighing on the market. Sino Biopharmaceutical drops 6.4% and Wuxi Biologics falls 3.1%. Among the gainers are energy stocks, which rise in line with sharp gains in crude prices. PetroChina is up 3.0% and Cnooc jumps 3.3%. (bingyan.wang@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 02, 2023 21:53 ET (01:53 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941112048,"gmtCreate":1680046956984,"gmtModify":1680046958671,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941112048","repostId":"1193001237","repostType":2,"repost":{"id":"1193001237","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1679973230,"share":"https://ttm.financial/m/news/1193001237?lang=&edition=fundamental","pubTime":"2023-03-28 11:13","market":"us","language":"en","title":"Cathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=1193001237","media":"Benzinga","summary":"Cathie Wood-led ARK Investment Management seems to have scaled back on its bullish stance on Chinese","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>ARK Investment Management</b> seems to have scaled back on its bullish stance on Chinese EV-makers as its funds continue to offload stakes in select companies.</p><p><b>What Happened:</b>ARK funds sold shares in Beijing-based electric scooter-maker <b>Niu Technologies</b> and Guangzhou-based electric vehicle manufacturer <b>Xpeng Inc</b> on Monday.</p><p>The <b>ARK Autonomous Tech. &amp; Robotics ETF</b> sold over 128,000 shares of Xpeng at an estimated valuation of over $1.24 million based on Monday&#39;s closing price.</p><p>It is noteworthy that the sale comes after <b>Bernstein</b> downgraded XPeng stock from ‘Outperform&#39; to ‘Market Perform&#39; andlowered its price target from $16 to $12. Bernstein analyst <b>Eunice Lee</b> expects XPeng to face pressure from growing competition and, therefore, has lowered sales volume outlook for many of its models.</p><p>According to Cathiesark website, Wood&#39;s funds have been offloading Xpeng shares this year with the last purchase done in November 2022. Xpeng is now the 33rd holding in the ARK Autonomous Tech. &amp; Robotics ETF with a weight of just 0.39%.</p><p>ARK&#39;s outlook on Niu appears to be on similar lines as that of Xpeng. The fund also sold over 112,000 shares of Niu Technologies at an estimated valuation of over $426,000. Niu&#39;s Q4 sales declined to RMB612.27 million ($88.77 million) from RMB986.05 million due to decreased sales volume of 41.9%.</p><p><b>Major Buy:</b> Wood&#39;s funds seemed to have used Monday&#39;s investor pessimism on <b>Coinbase Global Inc</b> as they continued to hike stake in the company. The flagship <b>ARK Innovation ETF</b> and the <b>ARK Next Generation Internet ETF</b> cumulatively bought over 37,000 shares of Coinbase at an estimated valuation of over $2.35 million.</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>Cathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform</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\">\nCathie Wood Offloads 2 Chinese EV Stocks — Hikes Stake In This Crypto Exchange Platform\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-03-28 11:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>-led <b>ARK Investment Management</b> seems to have scaled back on its bullish stance on Chinese EV-makers as its funds continue to offload stakes in select companies.</p><p><b>What Happened:</b>ARK funds sold shares in Beijing-based electric scooter-maker <b>Niu Technologies</b> and Guangzhou-based electric vehicle manufacturer <b>Xpeng Inc</b> on Monday.</p><p>The <b>ARK Autonomous Tech. &amp; Robotics ETF</b> sold over 128,000 shares of Xpeng at an estimated valuation of over $1.24 million based on Monday&#39;s closing price.</p><p>It is noteworthy that the sale comes after <b>Bernstein</b> downgraded XPeng stock from ‘Outperform&#39; to ‘Market Perform&#39; andlowered its price target from $16 to $12. Bernstein analyst <b>Eunice Lee</b> expects XPeng to face pressure from growing competition and, therefore, has lowered sales volume outlook for many of its models.</p><p>According to Cathiesark website, Wood&#39;s funds have been offloading Xpeng shares this year with the last purchase done in November 2022. Xpeng is now the 33rd holding in the ARK Autonomous Tech. &amp; Robotics ETF with a weight of just 0.39%.</p><p>ARK&#39;s outlook on Niu appears to be on similar lines as that of Xpeng. The fund also sold over 112,000 shares of Niu Technologies at an estimated valuation of over $426,000. Niu&#39;s Q4 sales declined to RMB612.27 million ($88.77 million) from RMB986.05 million due to decreased sales volume of 41.9%.</p><p><b>Major Buy:</b> Wood&#39;s funds seemed to have used Monday&#39;s investor pessimism on <b>Coinbase Global Inc</b> as they continued to hike stake in the company. The flagship <b>ARK Innovation ETF</b> and the <b>ARK Next Generation Internet ETF</b> cumulatively bought over 37,000 shares of Coinbase at an estimated valuation of over $2.35 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIU":"小牛电动","ARKQ":"ARK Autonomous Technology & Robotics ETF","COIN":"Coinbase Global, Inc.","ARKW":"ARK Next Generation Internation ETF","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193001237","content_text":"Cathie Wood-led ARK Investment Management seems to have scaled back on its bullish stance on Chinese EV-makers as its funds continue to offload stakes in select companies.What Happened:ARK funds sold shares in Beijing-based electric scooter-maker Niu Technologies and Guangzhou-based electric vehicle manufacturer Xpeng Inc on Monday.The ARK Autonomous Tech. & Robotics ETF sold over 128,000 shares of Xpeng at an estimated valuation of over $1.24 million based on Monday's closing price.It is noteworthy that the sale comes after Bernstein downgraded XPeng stock from ‘Outperform' to ‘Market Perform' andlowered its price target from $16 to $12. Bernstein analyst Eunice Lee expects XPeng to face pressure from growing competition and, therefore, has lowered sales volume outlook for many of its models.According to Cathiesark website, Wood's funds have been offloading Xpeng shares this year with the last purchase done in November 2022. Xpeng is now the 33rd holding in the ARK Autonomous Tech. & Robotics ETF with a weight of just 0.39%.ARK's outlook on Niu appears to be on similar lines as that of Xpeng. The fund also sold over 112,000 shares of Niu Technologies at an estimated valuation of over $426,000. Niu's Q4 sales declined to RMB612.27 million ($88.77 million) from RMB986.05 million due to decreased sales volume of 41.9%.Major Buy: Wood's funds seemed to have used Monday's investor pessimism on Coinbase Global Inc as they continued to hike stake in the company. The flagship ARK Innovation ETF and the ARK Next Generation Internet ETF cumulatively bought over 37,000 shares of Coinbase at an estimated valuation of over $2.35 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941116424,"gmtCreate":1680046927569,"gmtModify":1680046931596,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941116424","repostId":"2322844266","repostType":2,"repost":{"id":"2322844266","kind":"news","pubTimestamp":1680010494,"share":"https://ttm.financial/m/news/2322844266?lang=&edition=fundamental","pubTime":"2023-03-28 21:34","market":"hk","language":"en","title":"Alibaba stock price surges as Chinese giant plans biggest overhaul ever","url":"https://stock-news.laohu8.com/highlight/detail?id=2322844266","media":"Markets Insider","summary":"Alibaba stock price surges as Chinese giant plans biggest overhaul ever","content":"<div>\n<p>Alibaba stock price surges as Chinese giant plans biggest overhaul ever</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMicmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtM9IBdmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtMz9hbXA?oc=5\">Web Link</a>\n\n</div>\n","source":"redbox_crawler","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>Alibaba stock price surges as Chinese giant plans biggest overhaul ever</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\">\nAlibaba stock price surges as Chinese giant plans biggest overhaul ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 21:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.google.com/rss/articles/CBMicmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtM9IBdmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtMz9hbXA?oc=5><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba stock price surges as Chinese giant plans biggest overhaul ever</p>\n\n<a href=\"https://news.google.com/rss/articles/CBMicmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtM9IBdmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtMz9hbXA?oc=5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4502":"阿里概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4505":"高瓴资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4565":"NFT概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4554":"元宇宙及AR概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4531":"中概回港概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4558":"双十一","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","BABA":"阿里巴巴","BK4524":"宅经济概念","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","09988":"阿里巴巴-W","BK4122":"互联网与直销零售"},"source_url":"https://news.google.com/rss/articles/CBMicmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtM9IBdmh0dHBzOi8vbWFya2V0cy5idXNpbmVzc2luc2lkZXIuY29tL25ld3Mvc3RvY2tzL2FsaWJhYmEtc3RvY2stcHJpY2UtY2hpbmVzZS10ZWNoLWdpYW50LW92ZXJoYXVsLWlwby1qYWNrLW1hLTIwMjMtMz9hbXA?oc=5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322844266","content_text":"Alibaba stock price surges as Chinese giant plans biggest overhaul ever","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925424025,"gmtCreate":1672098543468,"gmtModify":1676538632850,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925424025","repostId":"2294066032","repostType":4,"repost":{"id":"2294066032","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1672071160,"share":"https://ttm.financial/m/news/2294066032?lang=&edition=fundamental","pubTime":"2022-12-27 00:12","market":"us","language":"en","title":"China to Scrap COVID Quarantine Rule for Inbound Travellers","url":"https://stock-news.laohu8.com/highlight/detail?id=2294066032","media":"Reuters","summary":"BEIJING, Dec 26 (Reuters) - China will stop requiring inbound travellers to go into quarantine start","content":"<html><head></head><body><p>BEIJING, Dec 26 (Reuters) - China will stop requiring inbound travellers to go into quarantine starting from Jan. 8, the National Health Commission said on Monday in a major step towards easing curbs on its borders, which have been largely shut since 2020.</p><p>China&#39;s management of COVID-19 will also be downgraded to the less strict Category B from the current top-level Category A, the health authority said in a statement, as the disease has become less virulent and will gradually evolve into a common respiratory infection.</p><p>But China made an abrupt policy U-turn this month, dropping nearly all of its domestic COVID curbs in a move that has left hospitals across the country scrambling to cope with a nationwide wave of infections.</p><p>Strict requirements on inbound travellers had remained in place, including five days of mandatory quarantine at a government-supervised facility and three more of isolation at home.</p><p>That restriction and <a href=\"https://laohu8.com/S/AONE.U\">one</a> on the number of passengers on international flights will be removed from Jan. 8. Travellers entering China will still have to undergo PCR testing 48 hours before departure, however, the health authority said.</p><p>Since January 2020, China had classified COVID-19 as a Category B infectious disease but managed it under Category A protocols that cover diseases such as bubonic plague and cholera, giving local authorities the power to quarantine patients and their close contacts and lock down regions.</p><p>While China downgrades its management of the new coronavirus, the National Health Commission said epidemic prevention and control protocols at key institutions such as elderly care institutions will be strengthened.</p><p>If an outbreak becomes severe, the institution will adopt so-called &#34;closed management&#34; to prevent the spread of infections, the authority said.</p><p>China will also further increase the vaccination rate among the elderly, and promote second doses among people at high risk of severe illness.</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>China to Scrap COVID Quarantine Rule for Inbound Travellers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina to Scrap COVID Quarantine Rule for Inbound Travellers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-27 00:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>BEIJING, Dec 26 (Reuters) - China will stop requiring inbound travellers to go into quarantine starting from Jan. 8, the National Health Commission said on Monday in a major step towards easing curbs on its borders, which have been largely shut since 2020.</p><p>China&#39;s management of COVID-19 will also be downgraded to the less strict Category B from the current top-level Category A, the health authority said in a statement, as the disease has become less virulent and will gradually evolve into a common respiratory infection.</p><p>But China made an abrupt policy U-turn this month, dropping nearly all of its domestic COVID curbs in a move that has left hospitals across the country scrambling to cope with a nationwide wave of infections.</p><p>Strict requirements on inbound travellers had remained in place, including five days of mandatory quarantine at a government-supervised facility and three more of isolation at home.</p><p>That restriction and <a href=\"https://laohu8.com/S/AONE.U\">one</a> on the number of passengers on international flights will be removed from Jan. 8. Travellers entering China will still have to undergo PCR testing 48 hours before departure, however, the health authority said.</p><p>Since January 2020, China had classified COVID-19 as a Category B infectious disease but managed it under Category A protocols that cover diseases such as bubonic plague and cholera, giving local authorities the power to quarantine patients and their close contacts and lock down regions.</p><p>While China downgrades its management of the new coronavirus, the National Health Commission said epidemic prevention and control protocols at key institutions such as elderly care institutions will be strengthened.</p><p>If an outbreak becomes severe, the institution will adopt so-called &#34;closed management&#34; to prevent the spread of infections, the authority said.</p><p>China will also further increase the vaccination rate among the elderly, and promote second doses among people at high risk of severe illness.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294066032","content_text":"BEIJING, Dec 26 (Reuters) - China will stop requiring inbound travellers to go into quarantine starting from Jan. 8, the National Health Commission said on Monday in a major step towards easing curbs on its borders, which have been largely shut since 2020.China's management of COVID-19 will also be downgraded to the less strict Category B from the current top-level Category A, the health authority said in a statement, as the disease has become less virulent and will gradually evolve into a common respiratory infection.But China made an abrupt policy U-turn this month, dropping nearly all of its domestic COVID curbs in a move that has left hospitals across the country scrambling to cope with a nationwide wave of infections.Strict requirements on inbound travellers had remained in place, including five days of mandatory quarantine at a government-supervised facility and three more of isolation at home.That restriction and one on the number of passengers on international flights will be removed from Jan. 8. Travellers entering China will still have to undergo PCR testing 48 hours before departure, however, the health authority said.Since January 2020, China had classified COVID-19 as a Category B infectious disease but managed it under Category A protocols that cover diseases such as bubonic plague and cholera, giving local authorities the power to quarantine patients and their close contacts and lock down regions.While China downgrades its management of the new coronavirus, the National Health Commission said epidemic prevention and control protocols at key institutions such as elderly care institutions will be strengthened.If an outbreak becomes severe, the institution will adopt so-called \"closed management\" to prevent the spread of infections, the authority said.China will also further increase the vaccination rate among the elderly, and promote second doses among people at high risk of severe illness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922204398,"gmtCreate":1671767441415,"gmtModify":1676538590298,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922204398","repostId":"1110858932","repostType":4,"repost":{"id":"1110858932","kind":"news","pubTimestamp":1671757808,"share":"https://ttm.financial/m/news/1110858932?lang=&edition=fundamental","pubTime":"2022-12-23 09:10","market":"us","language":"en","title":"7 Undervalued Blue-Chip Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1110858932","media":"InvestorPlace","summary":"These undervalued blue-chip stocks are all household names and should be great buys in the year ahea","content":"<html><head></head><body><ul><li>These undervalued blue-chip stocks are all household names and should be great buys in the year ahead.</li><li><b>Alphabet</b>(<b><u>GOOG</u></b>, <b><u>GOOGL</u></b>): The 20-for-1 stock split that occurred in July makes this tech name even more affordable.</li><li><b>Bank of America (BAC):</b>The second largest U.S. bank should benefit when loans reset at higher interest rates.</li><li><b>Microsoft</b>(<b><u>MSFT</u></b>): This blue-chip technology stock has a history of delivering value to shareholders.</li><li><b>American Express</b>(<b><u>AXP</u></b>): The credit card giant just reported record financial results despite economic challenges.</li><li><b>Amazon</b>(<b><u>AMZN</u></b>): The e-commerce company’s stock is down nearly 50% this year and trading under $100.</li><li><b>Berkshire Hathaway</b> (<b><u>BRK-B</u></b>): Warren Buffett has been on a buying spree this year.</li><li><b>Target</b>(<b><u>TGT</u></b>): A low P/E ratio and a strong dividend make the shares of the department store operator attractive.</li></ul><p>Undervalued blue-chip stocks are a little easier to find in the midst of the current bear market. There are bargains to be found for investors who can stomach short-term volatility. The broad-based decline in equities this year means that some of the best-run and most dominant companies in the U.S. are undervalued and trading at a huge discount relative to their current and future earnings.</p><p>This presents huge buying opportunities for investors. And while stocks may nothave reached the bottom just yet, there are plenty of undervalued blue-chip stocks available at fire-sale prices. These stocks should pay off handsomely in the long term. Here are seven undervalued blue-chip stocks to buy now.</p><p><b>Undervalued Blue-Chip Stocks to Buy: Alphabet (GOOG, GOOGL)</b></p><p>The shares of technology behemoth <b>Alphabet</b> (NASDAQ: <b><u>GOOG</u></b>, NASDAQ: <b><u>GOOGL</u></b>) are not likely to be this affordable again for a very long time. Following the Google parent company’s most recent earnings report, GOOGL stock dropped 6%, pulling its share price down to its current level of $88. At one point, the stock was as low $83 a share.</p><p>To be sure, Alphabet’s latest earnings print was ugly. Owing largely to a drop off in online advertising at YouTube, Alphabet’s Q3 results missed analysts’ average expectations on both the top and bottom lines. The company announced earnings per share of $1.06 versus analysts’ average estimate of $1.25, according to <i>Refinitiv’s</i>data. Its Q3 revenue amounted to $69.09 billion, compared to the mean estimate of $70.60 billion.</p><p>YouTube’s ad revenue fell 2%year-over-year in the quarter while analysts, on average, were expecting an increase of 3%. In response to the poor Q3 showing, Alphabet announced several cost-cutting measures, including canceling the next generation of its Pixelbook laptop computer and plans to close its digital gaming service called Stadia. The company also said it plans to reduce its workforce in the coming months.</p><p>The added pressure on GOOGL stock following the Q3 earnings has dragged the shares’ value down a total of 38% on the year. (A 20-for-1 stock splitin July also lowered the share price). While discouraging, the decline makes Alphabet stock look very attractive at its current levels. The company’s price-earnings (P/E) ratio has dropped along with the share price to an attractive level of 19 times forward earnings, which is below the average among large-cap technology stocks of 25 times.</p><p>This year’s pullback is one of the steepest in the company’s history. Investors should take advantage of this rare opportunity.</p><p><b>Bank of America (BAC)</b></p><p><b>Bank of America</b> (NYSE: <b><u>BAC</u></b>) stock looks extremely undervalued at its current price. Down 29% on the year amid a broad selloff in all bank stocks, BAC is currently one of the cheapest stocks to buy and is very well-positioned to rebound.</p><p>The decline of the shares doesn’t take away from the fact that Bank of America, the second-biggest lender in the U.S., remains a very appealing long-term investment.</p><p>Bank of America should perform well going forward as the interest on its variable rate loans resets at higher levels following rate hikes by the U.S. Federal Reserve.</p><p>Additionally, Bank of America has increased its deposit base, which now sits at $1 trillion, and has invested significantly in technology to improve its online presence and electronic transactions.</p><p>Plus, Bank of America has a big wealth management arm, and its trading unit continues to make hayout of the current stock market volatility. All in all, Bank of America remains a great, undervalued,  blue-chip stocktha5t should be bought while it’s on sale.</p><p><b>Microsoft (MSFT)</b></p><p>Seattle-based <b>Microsoft</b> (NASDAQ:<b><u>MSFT</u></b>) is an undervalued blue-chip technology stock. Founded by Bill Gates and Paul Allen in 1975 and publicly traded since March 1986, Microsoft today is a well-diversified and battle-tested technology company that is involved in everything from computer software and video games to online search and cloud computing. The company is hugely profitable and generates positive cash flow. And its stock has been a consistent winner for shareholders over the years.</p><p>While MSFT stock is down 27% this year, it is up nearly 200% over the past five years and has gained 830% since November 2012. Today Microsoft has a market capitalization of nearly $2 trillion, a reasonable price-earnings ratio of 26, and is one of the few mega-cap tech stocks that actually pays shareholders a quarterly dividend.</p><p>While the company has not been immune to the economic headwinds afflicting the global economy this year, it remains one of the tech giants best positioned to weather the storm and come out stronger on the other side.</p><p>Currently trading at $236 a share,  MSFT stock should be bought on weakness.</p><p><b>Undervalued Blue-Chip Stocks to Buy: American Express (AXP)</b></p><p>Credit card giant <b>American Express</b> (NYSE:<b>AXP</b>) just issued its third-quarter results, and they were impressive despite signs of a slowing global economy and weak consumer spending.</p><p>The credit card network reported that its Q3 revenue grew 24% from the same period a year earlier to $13.6 billion, a record high. At the same time, American Express’ profit rose to $1.8 billion, or $2.47 a share.</p><p>Both the top-and bottom-line numbers beat the mean expectations of Wall Street analysts. Their average estimate called for earnings per share of $2.40 on $13.5 billion of revenue, according to data from <b>FactSet</b>.</p><p>AmEx said that it continues to benefit from customers who are managing to shop and travel despite high inflation and other economic pressures.</p><p>While AXP stock has risen in the days since its Q3 print, the company’s share price remains down 11%in 2022. The stock currently trades at 14 times its forward earnings and offers shareholders a dividend that yields 1.36%.</p><p><b>Amazon (AMZN)</b></p><p><b>Amazon’s</b>(NASDAQ: <b><u>AMZN</u></b>) stock is now trading near $84 a share. Consider that a Christmas gift.</p><p>Following Amazon’s disappointing third-quarter earnings and lowered guidance, AMZN stock is down nearly 50% in 2022. Even a 20-for-1 stock split undertaken at the beginning of June hasn’t helped the share price any.</p><p>Having given up most of the gains it achieved during the pandemic when consumers were forced to shop online, AMZN stock seems to have been abandoned by consumers. Yet analysts say that is a mistake, and the company is poised for a rebound.</p><p>For its part, Amazon is doing what it can to try to raise its share price, as the company earlier this year announced a $10 billion stock buyback program.</p><p>Amazon also completed its second Prime sales event of the year in October, which should give its fourth-quarter earnings a boost. Further, the company has reduced its staff levels and taken other cost-cutting measures as it tries to adjust to the current economic environment.</p><p>While Amazon’s price-earnings (P/E) ratio is hefty at 80 times earnings, it is not that high when one considers the company’s nearly $1 trillion market capitalization or that it generates more than $100 billion of revenue each quarter. Take advantage of the shares’ weakness and buy AMZN stock while its on sale at bargain basement prices.</p><p><b>Berkshire Hathaway (BRK-B)</b></p><p>Viewed by many as the ultimate blue-chip stock, <b>Berkshire Hathaway</b> (NYSE: <b><u>BRK.A</u></b>, NYSE: <b><u>BRK-B</u></b>), the holding company of Warren Buffett, has not been immune to the market downturn this year. In the last six months, BRK-B stock has risen a slight 2%. That’s better than the overall market, but it’s a weak performance for Buffett’s traditionally strong stock.</p><p>In many ways the performance of Berkshire’s shares is curious given Buffett’s excellent track record of finding bargains in down markets. The current bear market has been no exception, with Buffett spending more than $50 billion to take positions in stocks such as <b>Occidental Petroleum</b> (NYSE: <b><u>OXY</u></b>) and <b>Ally Financial</b>(NYSE: <b><u>ALLY</u></b>). He has also expanded his positions in key holdings such as <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>).</p><p>While Berkshire Hathaway doesn’t pay a dividend, its stock has a ridiculously low P/E ratio of 0.038 times future earnings, and Buffett is aggressive when it comes to buying back his own stock anytime he feels it is undervalued. In the last year, he has repurchased a record $27 billion of Berkshire stock.</p><p><b>Undervalued Blue-Chip Stocks to Buy: Target (TGT)</b></p><p><b>Target</b> (NYSE: <b><u>TGT</u></b>) stock has dropped 38% in 2022, making it one of the most undervalued stocks in retail.</p><p>The shares of the big-box department store chain had been holding up fairly well until late spring. That’s when the company reported Q1 earnings that showed that inflation had affected its bottom line and that it had excessive inventory.</p><p>While Target has made progress in unwinding its inventories, the company continues to struggle with a host of issues. In mid-November, Target reported a third-quarter earnings miss, warned of soft holiday sales, and trimmed its fourth-quarter guidance.</p><p>As one might expect, the Q3 print didn’t go over well with analysts or investors. Target cited inflationary pressures that are forcing consumers to prioritize spending as the reason for the poor financial results and difficult outlook. Target also announced plans to cut $3 billion in costs by 2025.</p><p>While TGT stock is currently declining, investors should play the long game with this security and buy shares while they are undervalued.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Undervalued Blue-Chip Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Undervalued Blue-Chip Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-23 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/undervalued-blue-chip-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These undervalued blue-chip stocks are all household names and should be great buys in the year ahead.Alphabet(GOOG, GOOGL): The 20-for-1 stock split that occurred in July makes this tech name even ...</p>\n\n<a href=\"https://investorplace.com/undervalued-blue-chip-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BAC":"美国银行","BRK.A":"伯克希尔","AMZN":"亚马逊","TGT":"塔吉特","BRK.B":"伯克希尔B","MSFT":"微软","GOOG":"谷歌","AXP":"美国运通"},"source_url":"https://investorplace.com/undervalued-blue-chip-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110858932","content_text":"These undervalued blue-chip stocks are all household names and should be great buys in the year ahead.Alphabet(GOOG, GOOGL): The 20-for-1 stock split that occurred in July makes this tech name even more affordable.Bank of America (BAC):The second largest U.S. bank should benefit when loans reset at higher interest rates.Microsoft(MSFT): This blue-chip technology stock has a history of delivering value to shareholders.American Express(AXP): The credit card giant just reported record financial results despite economic challenges.Amazon(AMZN): The e-commerce company’s stock is down nearly 50% this year and trading under $100.Berkshire Hathaway (BRK-B): Warren Buffett has been on a buying spree this year.Target(TGT): A low P/E ratio and a strong dividend make the shares of the department store operator attractive.Undervalued blue-chip stocks are a little easier to find in the midst of the current bear market. There are bargains to be found for investors who can stomach short-term volatility. The broad-based decline in equities this year means that some of the best-run and most dominant companies in the U.S. are undervalued and trading at a huge discount relative to their current and future earnings.This presents huge buying opportunities for investors. And while stocks may nothave reached the bottom just yet, there are plenty of undervalued blue-chip stocks available at fire-sale prices. These stocks should pay off handsomely in the long term. Here are seven undervalued blue-chip stocks to buy now.Undervalued Blue-Chip Stocks to Buy: Alphabet (GOOG, GOOGL)The shares of technology behemoth Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL) are not likely to be this affordable again for a very long time. Following the Google parent company’s most recent earnings report, GOOGL stock dropped 6%, pulling its share price down to its current level of $88. At one point, the stock was as low $83 a share.To be sure, Alphabet’s latest earnings print was ugly. Owing largely to a drop off in online advertising at YouTube, Alphabet’s Q3 results missed analysts’ average expectations on both the top and bottom lines. The company announced earnings per share of $1.06 versus analysts’ average estimate of $1.25, according to Refinitiv’sdata. Its Q3 revenue amounted to $69.09 billion, compared to the mean estimate of $70.60 billion.YouTube’s ad revenue fell 2%year-over-year in the quarter while analysts, on average, were expecting an increase of 3%. In response to the poor Q3 showing, Alphabet announced several cost-cutting measures, including canceling the next generation of its Pixelbook laptop computer and plans to close its digital gaming service called Stadia. The company also said it plans to reduce its workforce in the coming months.The added pressure on GOOGL stock following the Q3 earnings has dragged the shares’ value down a total of 38% on the year. (A 20-for-1 stock splitin July also lowered the share price). While discouraging, the decline makes Alphabet stock look very attractive at its current levels. The company’s price-earnings (P/E) ratio has dropped along with the share price to an attractive level of 19 times forward earnings, which is below the average among large-cap technology stocks of 25 times.This year’s pullback is one of the steepest in the company’s history. Investors should take advantage of this rare opportunity.Bank of America (BAC)Bank of America (NYSE: BAC) stock looks extremely undervalued at its current price. Down 29% on the year amid a broad selloff in all bank stocks, BAC is currently one of the cheapest stocks to buy and is very well-positioned to rebound.The decline of the shares doesn’t take away from the fact that Bank of America, the second-biggest lender in the U.S., remains a very appealing long-term investment.Bank of America should perform well going forward as the interest on its variable rate loans resets at higher levels following rate hikes by the U.S. Federal Reserve.Additionally, Bank of America has increased its deposit base, which now sits at $1 trillion, and has invested significantly in technology to improve its online presence and electronic transactions.Plus, Bank of America has a big wealth management arm, and its trading unit continues to make hayout of the current stock market volatility. All in all, Bank of America remains a great, undervalued,  blue-chip stocktha5t should be bought while it’s on sale.Microsoft (MSFT)Seattle-based Microsoft (NASDAQ:MSFT) is an undervalued blue-chip technology stock. Founded by Bill Gates and Paul Allen in 1975 and publicly traded since March 1986, Microsoft today is a well-diversified and battle-tested technology company that is involved in everything from computer software and video games to online search and cloud computing. The company is hugely profitable and generates positive cash flow. And its stock has been a consistent winner for shareholders over the years.While MSFT stock is down 27% this year, it is up nearly 200% over the past five years and has gained 830% since November 2012. Today Microsoft has a market capitalization of nearly $2 trillion, a reasonable price-earnings ratio of 26, and is one of the few mega-cap tech stocks that actually pays shareholders a quarterly dividend.While the company has not been immune to the economic headwinds afflicting the global economy this year, it remains one of the tech giants best positioned to weather the storm and come out stronger on the other side.Currently trading at $236 a share,  MSFT stock should be bought on weakness.Undervalued Blue-Chip Stocks to Buy: American Express (AXP)Credit card giant American Express (NYSE:AXP) just issued its third-quarter results, and they were impressive despite signs of a slowing global economy and weak consumer spending.The credit card network reported that its Q3 revenue grew 24% from the same period a year earlier to $13.6 billion, a record high. At the same time, American Express’ profit rose to $1.8 billion, or $2.47 a share.Both the top-and bottom-line numbers beat the mean expectations of Wall Street analysts. Their average estimate called for earnings per share of $2.40 on $13.5 billion of revenue, according to data from FactSet.AmEx said that it continues to benefit from customers who are managing to shop and travel despite high inflation and other economic pressures.While AXP stock has risen in the days since its Q3 print, the company’s share price remains down 11%in 2022. The stock currently trades at 14 times its forward earnings and offers shareholders a dividend that yields 1.36%.Amazon (AMZN)Amazon’s(NASDAQ: AMZN) stock is now trading near $84 a share. Consider that a Christmas gift.Following Amazon’s disappointing third-quarter earnings and lowered guidance, AMZN stock is down nearly 50% in 2022. Even a 20-for-1 stock split undertaken at the beginning of June hasn’t helped the share price any.Having given up most of the gains it achieved during the pandemic when consumers were forced to shop online, AMZN stock seems to have been abandoned by consumers. Yet analysts say that is a mistake, and the company is poised for a rebound.For its part, Amazon is doing what it can to try to raise its share price, as the company earlier this year announced a $10 billion stock buyback program.Amazon also completed its second Prime sales event of the year in October, which should give its fourth-quarter earnings a boost. Further, the company has reduced its staff levels and taken other cost-cutting measures as it tries to adjust to the current economic environment.While Amazon’s price-earnings (P/E) ratio is hefty at 80 times earnings, it is not that high when one considers the company’s nearly $1 trillion market capitalization or that it generates more than $100 billion of revenue each quarter. Take advantage of the shares’ weakness and buy AMZN stock while its on sale at bargain basement prices.Berkshire Hathaway (BRK-B)Viewed by many as the ultimate blue-chip stock, Berkshire Hathaway (NYSE: BRK.A, NYSE: BRK-B), the holding company of Warren Buffett, has not been immune to the market downturn this year. In the last six months, BRK-B stock has risen a slight 2%. That’s better than the overall market, but it’s a weak performance for Buffett’s traditionally strong stock.In many ways the performance of Berkshire’s shares is curious given Buffett’s excellent track record of finding bargains in down markets. The current bear market has been no exception, with Buffett spending more than $50 billion to take positions in stocks such as Occidental Petroleum (NYSE: OXY) and Ally Financial(NYSE: ALLY). He has also expanded his positions in key holdings such as Apple(NASDAQ:AAPL).While Berkshire Hathaway doesn’t pay a dividend, its stock has a ridiculously low P/E ratio of 0.038 times future earnings, and Buffett is aggressive when it comes to buying back his own stock anytime he feels it is undervalued. In the last year, he has repurchased a record $27 billion of Berkshire stock.Undervalued Blue-Chip Stocks to Buy: Target (TGT)Target (NYSE: TGT) stock has dropped 38% in 2022, making it one of the most undervalued stocks in retail.The shares of the big-box department store chain had been holding up fairly well until late spring. That’s when the company reported Q1 earnings that showed that inflation had affected its bottom line and that it had excessive inventory.While Target has made progress in unwinding its inventories, the company continues to struggle with a host of issues. In mid-November, Target reported a third-quarter earnings miss, warned of soft holiday sales, and trimmed its fourth-quarter guidance.As one might expect, the Q3 print didn’t go over well with analysts or investors. Target cited inflationary pressures that are forcing consumers to prioritize spending as the reason for the poor financial results and difficult outlook. Target also announced plans to cut $3 billion in costs by 2025.While TGT stock is currently declining, investors should play the long game with this security and buy shares while they are undervalued.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926596372,"gmtCreate":1671580024997,"gmtModify":1676538558146,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Tesla👍","listText":"Tesla👍","text":"Tesla👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926596372","repostId":"1121206959","repostType":4,"repost":{"id":"1121206959","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671547400,"share":"https://ttm.financial/m/news/1121206959?lang=&edition=fundamental","pubTime":"2022-12-20 22:43","market":"us","language":"en","title":"Elon Musk Actively Searching for a New Twitter CEO, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1121206959","media":"Tiger Newspress","summary":"Twitter owner and CEO Elon Musk is searching for a new CEO of the company, sources told CNBC’s David","content":"<html><head></head><body><p>Twitter owner and CEO Elon Musk is searching for a new CEO of the company, sources told CNBC’s David Faber.</p><p>Musk, who acquired the company for $44 billion in October, has previously said his position as CEO would be temporary. In court in November, Musk said, “I expect to reduce my time at Twitter and find somebody else to run Twitter over time.” However, on Sunday, he wrote in a tweet that there is no possible successor for him at the social media company.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Actively Searching for a New Twitter CEO, Sources Say</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\">\nElon Musk Actively Searching for a New Twitter CEO, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-20 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter owner and CEO Elon Musk is searching for a new CEO of the company, sources told CNBC’s David Faber.</p><p>Musk, who acquired the company for $44 billion in October, has previously said his position as CEO would be temporary. In court in November, Musk said, “I expect to reduce my time at Twitter and find somebody else to run Twitter over time.” However, on Sunday, he wrote in a tweet that there is no possible successor for him at the social media company.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121206959","content_text":"Twitter owner and CEO Elon Musk is searching for a new CEO of the company, sources told CNBC’s David Faber.Musk, who acquired the company for $44 billion in October, has previously said his position as CEO would be temporary. In court in November, Musk said, “I expect to reduce my time at Twitter and find somebody else to run Twitter over time.” However, on Sunday, he wrote in a tweet that there is no possible successor for him at the social media company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926921759,"gmtCreate":1671451614872,"gmtModify":1676538538364,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926921759","repostId":"2292886262","repostType":4,"repost":{"id":"2292886262","kind":"highlight","pubTimestamp":1671463802,"share":"https://ttm.financial/m/news/2292886262?lang=&edition=fundamental","pubTime":"2022-12-19 23:30","market":"us","language":"en","title":"The Fed Crushed Investors' Hopes Of A Santa Claus Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2292886262","media":"Seeking Alpha","summary":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/i","content":"<html><head></head><body><h2>Summary</h2><ul><li>Bloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.</li><li>So the hammering last week could have stunned these investors? Isn&#39;t November&#39;s CPI print constructive?</li><li>Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.</li><li>Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.</li><li>Where we land next could determine whether the market anticipates a severe recession. Just don&#39;t expect Santa to be on time this year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d13e0a8d019aac2afb7cc74821154791\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Win McNamee</span></p><h2>Fed Chair Jerome Powell&#39;s Finest Hawkish Moment</h2><p>The FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed&#39;s revised median terminal rate of 5.1% slightly ahead of the economists&#39; consensus.</p><p>Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.</p><p>Some commentators suggested that the Fed&#39;s credibility could be tested, as they view the target as &#34;no longer credible.&#34; For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as &#34;businesses need price stability, but can thrive in a world with 3% stable inflation.&#34;</p><p>Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed&#39;s decision to keep to its 2% inflation target. Summers articulated that &#34;[he&#39;s] gratified to see the ways in which the Fed has caught up.&#34;</p><p>The Fed&#39;s revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November&#39;s CPI release (December 13) to Powell&#39;s presser (December 14).</p><p>UBS Securities economist Alan Detmeister articulated that the Fed&#39;s SEP indicates that &#34;[it has] extremely strong December numbers for inflation written in.&#34; However, the timing of November&#39;s CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:</p><blockquote>Very few of them would have probably gone ahead and updated their submissions and really worked out what it would&#39;ve taken in December to hit that target. - <i>Bloomberg</i></blockquote><h2>Is The Fed Willing To Drive A Deep Recession?</h2><p>Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be &#34;bluffing.&#34;</p><p>RBC chief US economist Tom Porcelli even argued: &#34;This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.&#34;</p><p>Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn&#39;t have a crystal ball. Still, BofA strategists stressed that they see the potential for a &#34;Fed policy mistake driving hard landing.&#34;</p><p>However, Edward Yardeni maintained his call in his December 15 briefing that the Fed&#39;s &#34;soft-landing forecast makes sense to us.&#34;</p><p>Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.</p><p>Furthermore, S&amp;P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:</p><blockquote>We got the steepest downturn we&#39;ve seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - <i>WSJ</i></blockquote><p>Hence, could the Fed&#39;s head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?</p><p>Even Summers has not ruled out that the labor market could be hit with a &#34;particularly sharp weakening,&#34; helping to alleviate one of the most consistent drivers of inflation markedly.</p><h2>The Market Was Already Primed For A Pullback, Regardless</h2><p>However, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November&#39;s CPI metrics to our members:</p><blockquote><i>The market is still primed for a pullback.</i> I [have already] revised the <i>short-term market bias on November 22 to Bearish.</i> We got the [initial] pullback, but it wasn&#39;t enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday&#39;s [December 13, post-CPI release] possible bull trap price action, I&#39;ve revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today&#39;s FOMC presser. - <i>Ultimate Growth Investing December 14 - Pre-market briefing</i></blockquote><p>That&#39;s right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that &#34;we have the bullish reversal condition that we need. So, we are good to go.&#34; During those days, we vividly recall that the media and strategists were highly pessimistic.</p><p>We even highlighted in October to members that &#34;money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.&#34; Therefore, we aren&#39;t surprised that Bloomberg reported:</p><blockquote>After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&amp;P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - Bloomberg</blockquote><h2>Takeaway</h2><p>Recall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.</p><p>Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don&#39;t FOMO again.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Crushed Investors' Hopes Of A Santa Claus 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\">\nThe Fed Crushed Investors' Hopes Of A Santa Claus Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292886262","content_text":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the hammering last week could have stunned these investors? Isn't November's CPI print constructive?Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.Where we land next could determine whether the market anticipates a severe recession. Just don't expect Santa to be on time this year.Win McNameeFed Chair Jerome Powell's Finest Hawkish MomentThe FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed's revised median terminal rate of 5.1% slightly ahead of the economists' consensus.Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.Some commentators suggested that the Fed's credibility could be tested, as they view the target as \"no longer credible.\" For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as \"businesses need price stability, but can thrive in a world with 3% stable inflation.\"Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed's decision to keep to its 2% inflation target. Summers articulated that \"[he's] gratified to see the ways in which the Fed has caught up.\"The Fed's revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November's CPI release (December 13) to Powell's presser (December 14).UBS Securities economist Alan Detmeister articulated that the Fed's SEP indicates that \"[it has] extremely strong December numbers for inflation written in.\" However, the timing of November's CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:Very few of them would have probably gone ahead and updated their submissions and really worked out what it would've taken in December to hit that target. - BloombergIs The Fed Willing To Drive A Deep Recession?Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be \"bluffing.\"RBC chief US economist Tom Porcelli even argued: \"This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.\"Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn't have a crystal ball. Still, BofA strategists stressed that they see the potential for a \"Fed policy mistake driving hard landing.\"However, Edward Yardeni maintained his call in his December 15 briefing that the Fed's \"soft-landing forecast makes sense to us.\"Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.Furthermore, S&P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:We got the steepest downturn we've seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - WSJHence, could the Fed's head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?Even Summers has not ruled out that the labor market could be hit with a \"particularly sharp weakening,\" helping to alleviate one of the most consistent drivers of inflation markedly.The Market Was Already Primed For A Pullback, RegardlessHowever, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November's CPI metrics to our members:The market is still primed for a pullback. I [have already] revised the short-term market bias on November 22 to Bearish. We got the [initial] pullback, but it wasn't enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday's [December 13, post-CPI release] possible bull trap price action, I've revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today's FOMC presser. - Ultimate Growth Investing December 14 - Pre-market briefingThat's right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that \"we have the bullish reversal condition that we need. So, we are good to go.\" During those days, we vividly recall that the media and strategists were highly pessimistic.We even highlighted in October to members that \"money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.\" Therefore, we aren't surprised that Bloomberg reported:After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - BloombergTakeawayRecall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don't FOMO again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920187498,"gmtCreate":1670456602914,"gmtModify":1676538370474,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920187498","repostId":"2289814769","repostType":4,"repost":{"id":"2289814769","kind":"highlight","pubTimestamp":1670427122,"share":"https://ttm.financial/m/news/2289814769?lang=&edition=fundamental","pubTime":"2022-12-07 23:32","market":"us","language":"en","title":"3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2289814769","media":"Motley Fool","summary":"Select Wall Street analysts believe these fast-growing companies could skyrocket next year.","content":"<html><head></head><body><p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the <b>S&amp;P 500</b> produced its worst first-half return in 52 years, and the nation&#39;s central bank is aggressively raising interest rates as the stock market plunges. There simply haven&#39;t been many safe havens for investors.</p><p>Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.</p><p>However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.</p><h2>Plug Power: Implied upside of 393%</h2><p>The first fast-paced company with serious upside is hydrogen fuel-cell solution provider <b>Plug Power</b>. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company&#39;s share price in 2023.</p><p>Dayal&#39;s optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.</p><p>Additionally, Dayal is excited about management&#39;s efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company&#39;s fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company&#39;s margin can improve.</p><p>But the biggest catalyst of all might just be Plug Power&#39;s ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with <b>Renault</b> via a joint venture to go after a significant portion of Europe&#39;s light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.</p><p>However -- and this is the <i>big</i> &#34;however&#34; -- Plug Power isn&#39;t profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.</p><p>With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.</p><h2>Bionano Genomics: Implied upside of 474%</h2><p>A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company <b>Bionano Genomics</b>. If <b>Oppenheimer</b> analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.</p><p>Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter&#39;s view, Bionano&#39;s optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it&#39;s faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.</p><p>One thing investors don&#39;t have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr&#39;s efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr&#39;s ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.</p><p>Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That&#39;s more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr&#39;s utility.</p><p>So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr&#39;s utility is limited within the United States. It&#39;s not exactly clear if and when Saphyr might get the green light from the FDA, either.</p><p>Although Bionano&#39;s cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn&#39;t seem achievable without FDA support.</p><h2>Novavax: Implied upside of 1,153%</h2><p>The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock <b>Novavax</b>. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm&#39;s price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.</p><p>Bernardino&#39;s price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the <b>Moderna</b> and <b>Pfizer</b>/<b>BioNTech</b> vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person&#39;s immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax&#39;s protein-based COVID-19 vaccine.</p><p>Something else that&#39;s working in Novavax&#39;s favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it&#39;s a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.</p><p>Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.</p><p>But even being a shareholder, I don&#39;t in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it&#39;ll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.</p><p>While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it&#39;ll finish 2022.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street</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\">\n3 Supercharged Growth Stocks With 393% to 1,153% Upside in 2023, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics","NVAX":"诺瓦瓦克斯医药","PLUG":"普拉格能源"},"source_url":"https://www.fool.com/investing/2022/12/06/3-growth-stocks-with-393-to-1153-upside-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289814769","content_text":"This has been a historic year for all the wrong reasons. The bond market has delivered its worst year on record, the S&P 500 produced its worst first-half return in 52 years, and the nation's central bank is aggressively raising interest rates as the stock market plunges. There simply haven't been many safe havens for investors.Yet in spite of these challenges, most Wall Street analysts maintain an optimistic tone. The reason being that recessions and bear markets tend to be short-lived. With the major U.S. indexes eventually erasing corrections, crashes, and bear markets over time, it generally pays to be an optimist.However, some analysts are taking optimism to an extreme. Based on the highest price targets issued by Wall Street, the following three supercharged growth stocks offer upside ranging between 393% and 1,153% in 2023.Plug Power: Implied upside of 393%The first fast-paced company with serious upside is hydrogen fuel-cell solution provider Plug Power. According to analyst Amit Dayal of H.C. Wainwright, Plug Power can reach $78. For those of you keeping score at home, this would work out to a near-quintupling in the company's share price in 2023.Dayal's optimism stems from a number of catalysts. First and foremost is the ongoing shift by most developed countries toward a renewable-energy-driven future. Plug expects to play a key role in supplying fuel cells for vehicles and industrial equipment (e.g., forklifts), as well as building the infrastructure needed to support fuel cell vehicle refueling.Additionally, Dayal is excited about management's efforts to improve operating margin while continuing to rapidly growing sales. Earlier this year, Dayal cited the opening of the company's fuel cell gigafactory in New York (this occurred in mid-November) and the rollout of next-generation GenDrive units, which are less costly to service, as reasons the company's margin can improve.But the biggest catalyst of all might just be Plug Power's ability to forge partnerships and joint ventures. It landed an equity investment from SK Group in early 2021 and is working with Renault via a joint venture to go after a significant portion of Europe's light commercial vehicle market. These partnerships should help lift Plug from just over $500 million in sales in 2021 to a company-forecast $3 billion in revenue by 2025.However -- and this is the big \"however\" -- Plug Power isn't profitable, and the growing likelihood of a U.S. recession, coupled with high inflation in most developed countries, could coerce businesses and governments to postpone their green-energy transition/spending to a later date.With Plug Power already valued at north of $9 billion, a lot of its future sales growth appears to be baked in. Until the company can plant its proverbial feet in the ground and deliver on the bottom line, a $78 price target will be hard to justify.Bionano Genomics: Implied upside of 474%A second supercharged growth stock with monumental upside, at least according to one Wall Street analyst, is small-cap genome analysis company Bionano Genomics. If Oppenheimer analyst Francois Brisebois is correct, Bionano shares will hit $12 in 2023, which would represent an upside of a cool 474%.Although Brisebois is the current analyst covering Bionano for Oppenheimer, it was his predecessor, Kevin DeGeeter, who primarily laid out the case for Bionano Genomics running to $12. In DeGeeter's view, Bionano's optical genome mapping (OGM) system, known as Saphyr, has demonstrated that it's faster, less expensive, and in many ways more effective at identifying structural genome variations than other OGM systems.One thing investors don't have to worry about with Bionano Genomics is a lack of data demonstrating Saphyr's efficacy. Over the past two years, the company has released numerous studies and data points extolling Saphyr's ability to recognize structural variations in everything from various types of cancer to genetic disorders and recurrent pregnancy loss. In theory, Saphyr can play a key role in helping researchers and drug developers fight hard-to-treat diseases.Another positive for Bionano Genomics is its healthy cash position. After its share price went parabolic to begin 2021, management wisely chose to issue stock to raise plenty of capital. The company ended September with approximately $180 million in cash, cash equivalents, and available-for-sale securities.  That's more than enough to offset quarterly losses as the company continues to innovate and look for ways to expand Saphyr's utility.So, why is Bionano Genomics at $2.09 per share and not $12? The answer to that question largely has to do with Saphyr not being an approved diagnostic system by the U.S. Food and Drug Administration (FDA). Without this approval, Saphyr's utility is limited within the United States. It's not exactly clear if and when Saphyr might get the green light from the FDA, either.Although Bionano's cash does provide a somewhat safe floor, the ceiling proposed by Brisebois and DeGeeter doesn't seem achievable without FDA support.Novavax: Implied upside of 1,153%The third supercharged growth stock with truly jaw-dropping upside potential, based on the price target of one analyst, is biotech stock Novavax. According to H.C. Wainwright analyst Vernon Bernardino, who last updated his firm's price target in March 2022, Novavax is poised to hit (drum roll) $207 per share. That represents a whopping 1,153% upside from where shares ended this past week.Bernardino's price target, which sits as the high-water mark among covering analysts, was based on the idea that Novavax would receive authorization to sell its protein-based COVID-19 vaccine, NVX-CoV2373, worldwide. Whereas the Moderna and Pfizer/BioNTech vaccines rely on messenger-RNA (mRNA) technology, the Novavax vaccine is differentiated in that it relies on an older and more traditional application of introducing harmless pieces of spike protein to teach a person's immune system how to fight and/or prevent infection. The thinking here is that folks who were leery of getting an mRNA vaccine might be more willing to receive an initial series or booster shots from Novavax's protein-based COVID-19 vaccine.Something else that's working in Novavax's favor is the efficacy of NVX-CoV2373. Only three COVID-19 vaccines have reached the highly coveted 90% vaccine efficacy (VE) level. Those being Moderna (94.1%), Pfizer/BioNTech (95%), and Novavax (90.4%) with its U.S./Mexico trial in 2021. Even though VE is just one measure of efficacy, it's a strong enough headline number to keep Novavax in the global rotation as a major initial series and booster vaccine player.Similar to Bionano, Novavax is swimming with cash. The company ended the third quarter with $1.28 billion in cash and cash equivalents, which is more than enough to cover the future repayment of its convertible notes and fuel ongoing research.  In particular, Novavax could be one of the first drug developers to bring a combination vaccine targeting COVID-19 and influenza to market.But even being a shareholder, I don't in any way foresee $207 as a viable price target for Novavax in 2023. With the company enduring numerous emergency-use filing delays and production snafus, it missed out on most of the low-hanging fruit in developed markets in 2022. Moving forward, it'll primarily be focusing its attention on recurring booster shots in developed countries and initial series vaccinations in emerging markets.While I believe Novavax is an amazing value at its current share price, it could take a couple of quarters before Wall Street realizes that as well. If sales growth continues, losses shrink, and the company advances its combination vaccines, it could certainly end 2023 on a much higher note than it'll finish 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967020581,"gmtCreate":1670233239243,"gmtModify":1676538325706,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Notes","listText":"Notes","text":"Notes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967020581","repostId":"1114883595","repostType":4,"repost":{"id":"1114883595","kind":"news","pubTimestamp":1670232578,"share":"https://ttm.financial/m/news/1114883595?lang=&edition=fundamental","pubTime":"2022-12-05 17:29","market":"us","language":"en","title":"Meta's Strategic Black Hole","url":"https://stock-news.laohu8.com/highlight/detail?id=1114883595","media":"Seeking Alpha","summary":"SummaryMeta’s Reality Labs had a $10.1 billion operating loss in 2021 and is set to exceed that in 2","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Meta’s Reality Labs had a $10.1 billion operating loss in 2021 and is set to exceed that in 2022.</li><li>The metaverse is a convergence of multiple technologies, currently facing technological and consumer adoption barriers.</li><li>Even with mass adoption, will users choose Meta’s version amongst a plethora of options?</li><li>Meta experienced a great bounce from overly negative sentiment, but its problems are far from over.</li></ul><p>Meta’s (NASDAQ: META) strategic pivot is a surprise to no one at this point. Besides the name change, part of Meta’s strategy involves reporting financials as two separate segments: 1) Family of Apps which includes Facebook, WhatsApp, Instagram, and Messenger; 2) Reality Labs – which provides augmented and virtual reality products like Horizon Worlds, Quest, Portal, and Spark.</p><p>If not for the conscientious effort to prioritize the metaverse through its rebranding, this article would likely have a different tone. As seen in the consolidated financial statement below from Meta’s 2021 Annual Report, revenue growth in the Family of Apps segment came in at an impressive 36%. Reality Labs, meanwhile, is experiencing a $4.48 loss for every $1 of revenue generated according to its operating margin. Reality Labs is currently on track for even greater losses in 2022.</p><p><img src=\"https://static.tigerbbs.com/a9152a971e2e226c745624417aebeb4e\" referrerpolicy=\"no-referrer\"/></p><p>Consolidated Financials(Meta Platforms, Inc. Form 10-K (2021))</p><p>Meta’s management and bullish analysts would likely contend that this is a classic J-curve. The first part of the J-curve is the capital intensive, negative ROI portion as the technology is built out. Once complete, the adoption and scale of that technology will put the company on a path of higher revenue and much higher margins due to minimal capital expenditures required for software. However, there is reason to believe that adoption will be underwhelming.</p><p><b>What is the metaverse anyway?</b></p><p>Author and venture capitalist Matthew Ball defines the metaverse as “a massively scaled and interoperable network of real-time rendered 3D virtual worlds that can be experienced synchronously and persistently by an effectively unlimited number of users with an individual sense of presence.” Though this is the most robust definition that exists, it does not capture the convergence of multiple technologies required to make it happen like computing scale, augmented reality, and virtual reality.</p><p><b>Massively scaled, immersive worlds</b></p><p>According to Raja Koduri, Senior Vice President at Intel, a digital world massive enough to host billions of users in real-time would require “a 1,000-times increase in computing efficiency from today’s state of the art.”John Carmack, founder of Oculus, claims we are “five to ten years away.” Simply stated, what many imagine as the metaverse from science fiction novels like Ready Player One and Snow Crash are not technically feasible today. There is a reason why Massive Multiplayer Online games limit the amount of people playing on the same server at any point in time. There would otherwise be sacrifices in graphics and latency that dampen the experience.</p><p>Despite this, there are multiple steps along the road to a massively scaled, real-time rendered virtual worlds. Unfortunately, many of them face barriers in consumer adoption.</p><p><b>V/R and A/R consumer adoption</b></p><p>Family of Apps can easily find a consumer base due to mobile penetration rates around 80% in the developed world and 50% in the developing world. People are on their smart phones literally all the time. The same cannot be said for virtual reality headsets. To be fair, V/R and A/R can still be experienced in a non-immersive way – imagine gaming worlds, real estate walkthroughs, and snapchat filters. These integrate with already existing computer and smartphone devices.</p><p>Despite this, usage is still low. Virtual reality (headset and non-headset) penetration rates are only16%in the United States and mostly for gaming. Though I believe the future of online interactions will become more immersive over time, it requires a different user experience than just downloading an application on your smart phone that you use every day. It requires a paradigm shift in the way we currently interact online, which constitutes web and smartphone-based applications. Some consider this paradigm shift a few years away. I believe it is a generation away. Reality Labs may be a black hole for longer than some expect.</p><p><b>Is blockchain Meta’s Achilles heel</b></p><p>There is one more important point. Even if all of the assumptions above are true and we will all be in the metaverse in five years, why Meta’s Horizon Worlds and product suite over Decentraland or The Sandbox or a family of applications centered around avatar integration like Ready Player Me?</p><p>In the above counter examples, users can own their clothes, in-game items, land, real-estate, and more as non-fungible tokens. A digital world where things are owned by users is more akin to the physical world. The alternative is a digital world owned by Meta. This is the public versus private metaverse debate that is currently raging. In my opinion, it is akin to the internet versus intranet debates of the mid-1990s. I believe the metaverse – whenever it comes to fruition, will be open and ownable through blockchain.</p><p><b>Conclusion</b></p><p>The numbers point to Meta’s Reality Labs being a black hole. Cash goes in, paltry revenue numbers come out. However, is this a J-curve dynamic where a huge payout will occur in a few years’ time?</p><p>The stock has been punished enough, down 63% YTD even after a 32% price increase in the last thirty days. This may still be an adequate entry point even with the Reality Labs anchor weighing it down. However, if you believe in a future where online interactions are immersive and Meta has the network effects to capitalize and grow Reality Labs in addition to its Family of Apps business, this is a great entry point.</p><p>I’m less optimistic. In terms of technical requirements and consumer adoption, we are farther away from the metaverse experience than anyone thinks. Even so, there is no guarantee that users will choose Meta’s rendering of this world over open ones.</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>Meta's Strategic Black Hole</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\">\nMeta's Strategic Black Hole\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562264-meta-stock-technological-consumer-adoption-barrier-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta’s Reality Labs had a $10.1 billion operating loss in 2021 and is set to exceed that in 2022.The metaverse is a convergence of multiple technologies, currently facing technological and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562264-meta-stock-technological-consumer-adoption-barrier-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4562264-meta-stock-technological-consumer-adoption-barrier-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114883595","content_text":"SummaryMeta’s Reality Labs had a $10.1 billion operating loss in 2021 and is set to exceed that in 2022.The metaverse is a convergence of multiple technologies, currently facing technological and consumer adoption barriers.Even with mass adoption, will users choose Meta’s version amongst a plethora of options?Meta experienced a great bounce from overly negative sentiment, but its problems are far from over.Meta’s (NASDAQ: META) strategic pivot is a surprise to no one at this point. Besides the name change, part of Meta’s strategy involves reporting financials as two separate segments: 1) Family of Apps which includes Facebook, WhatsApp, Instagram, and Messenger; 2) Reality Labs – which provides augmented and virtual reality products like Horizon Worlds, Quest, Portal, and Spark.If not for the conscientious effort to prioritize the metaverse through its rebranding, this article would likely have a different tone. As seen in the consolidated financial statement below from Meta’s 2021 Annual Report, revenue growth in the Family of Apps segment came in at an impressive 36%. Reality Labs, meanwhile, is experiencing a $4.48 loss for every $1 of revenue generated according to its operating margin. Reality Labs is currently on track for even greater losses in 2022.Consolidated Financials(Meta Platforms, Inc. Form 10-K (2021))Meta’s management and bullish analysts would likely contend that this is a classic J-curve. The first part of the J-curve is the capital intensive, negative ROI portion as the technology is built out. Once complete, the adoption and scale of that technology will put the company on a path of higher revenue and much higher margins due to minimal capital expenditures required for software. However, there is reason to believe that adoption will be underwhelming.What is the metaverse anyway?Author and venture capitalist Matthew Ball defines the metaverse as “a massively scaled and interoperable network of real-time rendered 3D virtual worlds that can be experienced synchronously and persistently by an effectively unlimited number of users with an individual sense of presence.” Though this is the most robust definition that exists, it does not capture the convergence of multiple technologies required to make it happen like computing scale, augmented reality, and virtual reality.Massively scaled, immersive worldsAccording to Raja Koduri, Senior Vice President at Intel, a digital world massive enough to host billions of users in real-time would require “a 1,000-times increase in computing efficiency from today’s state of the art.”John Carmack, founder of Oculus, claims we are “five to ten years away.” Simply stated, what many imagine as the metaverse from science fiction novels like Ready Player One and Snow Crash are not technically feasible today. There is a reason why Massive Multiplayer Online games limit the amount of people playing on the same server at any point in time. There would otherwise be sacrifices in graphics and latency that dampen the experience.Despite this, there are multiple steps along the road to a massively scaled, real-time rendered virtual worlds. Unfortunately, many of them face barriers in consumer adoption.V/R and A/R consumer adoptionFamily of Apps can easily find a consumer base due to mobile penetration rates around 80% in the developed world and 50% in the developing world. People are on their smart phones literally all the time. The same cannot be said for virtual reality headsets. To be fair, V/R and A/R can still be experienced in a non-immersive way – imagine gaming worlds, real estate walkthroughs, and snapchat filters. These integrate with already existing computer and smartphone devices.Despite this, usage is still low. Virtual reality (headset and non-headset) penetration rates are only16%in the United States and mostly for gaming. Though I believe the future of online interactions will become more immersive over time, it requires a different user experience than just downloading an application on your smart phone that you use every day. It requires a paradigm shift in the way we currently interact online, which constitutes web and smartphone-based applications. Some consider this paradigm shift a few years away. I believe it is a generation away. Reality Labs may be a black hole for longer than some expect.Is blockchain Meta’s Achilles heelThere is one more important point. Even if all of the assumptions above are true and we will all be in the metaverse in five years, why Meta’s Horizon Worlds and product suite over Decentraland or The Sandbox or a family of applications centered around avatar integration like Ready Player Me?In the above counter examples, users can own their clothes, in-game items, land, real-estate, and more as non-fungible tokens. A digital world where things are owned by users is more akin to the physical world. The alternative is a digital world owned by Meta. This is the public versus private metaverse debate that is currently raging. In my opinion, it is akin to the internet versus intranet debates of the mid-1990s. I believe the metaverse – whenever it comes to fruition, will be open and ownable through blockchain.ConclusionThe numbers point to Meta’s Reality Labs being a black hole. Cash goes in, paltry revenue numbers come out. However, is this a J-curve dynamic where a huge payout will occur in a few years’ time?The stock has been punished enough, down 63% YTD even after a 32% price increase in the last thirty days. This may still be an adequate entry point even with the Reality Labs anchor weighing it down. However, if you believe in a future where online interactions are immersive and Meta has the network effects to capitalize and grow Reality Labs in addition to its Family of Apps business, this is a great entry point.I’m less optimistic. In terms of technical requirements and consumer adoption, we are farther away from the metaverse experience than anyone thinks. Even so, there is no guarantee that users will choose Meta’s rendering of this world over open ones.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964233441,"gmtCreate":1670153942484,"gmtModify":1676538310986,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964233441","repostId":"2288925832","repostType":4,"repost":{"id":"2288925832","kind":"highlight","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote><p>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;</p><p>We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.</p><p>While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;</p><p>NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</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>NIO And XPeng: Don't Choose The One Getting Squeezed Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965852752,"gmtCreate":1669938726876,"gmtModify":1676538272884,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"&nbsp;Ok","listText":"&nbsp;Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9965852752","repostId":"1112304164","repostType":4,"repost":{"id":"1112304164","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1669908750,"share":"https://ttm.financial/m/news/1112304164?lang=&edition=fundamental","pubTime":"2022-12-01 23:32","market":"us","language":"en","title":"Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1112304164","media":"Tiger Newspress","summary":"Stocks fell as investors awaited jobs data coming Friday.The Dow Jones Industrial Average dropped 43","content":"<html><head></head><body><p>Stocks fell as investors awaited jobs data coming Friday.</p><p>The Dow Jones Industrial Average dropped 432 points, or 1.25%. The S&amp;P 500 lost 0.6%, while the Nasdaq Composite shed 0.7%.</p><p>The moves departed from earlier boosts that followed the release of the Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones.</p><p>Investors will be watching Friday for data on the unemployment rate and non-farm payrolls.</p><p>It also marks a turn from Wednesday’s sharp and broad rally, with the Nasdaq Composite and the S&amp;P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Thursday marks the first day of trading in the month, coming off a winning November for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&amp;P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p><p>Dollar General dropped 8% after it cut its full-year forecast, citing higher costs. On the other hand, Okta shot up nearly 19% after the identity management software company issued an upbeat full-year financial outlook, while Five Below gained about 11% after it reported an earnings beat.</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>Dow Falls 400 Points As Investors Brace for Friday’s Jobs Report</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\">\nDow Falls 400 Points As Investors Brace for Friday’s Jobs Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-01 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell as investors awaited jobs data coming Friday.</p><p>The Dow Jones Industrial Average dropped 432 points, or 1.25%. The S&amp;P 500 lost 0.6%, while the Nasdaq Composite shed 0.7%.</p><p>The moves departed from earlier boosts that followed the release of the Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones.</p><p>Investors will be watching Friday for data on the unemployment rate and non-farm payrolls.</p><p>It also marks a turn from Wednesday’s sharp and broad rally, with the Nasdaq Composite and the S&amp;P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks.</p><p>“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.</p><p>Thursday marks the first day of trading in the month, coming off a winning November for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&amp;P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.</p><p>Dollar General dropped 8% after it cut its full-year forecast, citing higher costs. On the other hand, Okta shot up nearly 19% after the identity management software company issued an upbeat full-year financial outlook, while Five Below gained about 11% after it reported an earnings beat.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112304164","content_text":"Stocks fell as investors awaited jobs data coming Friday.The Dow Jones Industrial Average dropped 432 points, or 1.25%. The S&P 500 lost 0.6%, while the Nasdaq Composite shed 0.7%.The moves departed from earlier boosts that followed the release of the Core Personal Consumption Expenditures Index, a closely watched gauge of spending. October data showed the index rose 0.2%, below the consensus estimate of 0.3% collected from economists by Dow Jones.Investors will be watching Friday for data on the unemployment rate and non-farm payrolls.It also marks a turn from Wednesday’s sharp and broad rally, with the Nasdaq Composite and the S&P snapping three-day losing streaks after Powell appeared to confirm a slowdown in the central bank’s tightening — a question that’s lingered in recent weeks.“Whether intentional or not, Powell sent a message that, in light of the tightening that’s already been done, he’s now more focused on the growth outlook and the employment picture than he is on bringing down inflation to 2%,” said Chris Senyek, chief investment strategist at Wolfe Research.Thursday marks the first day of trading in the month, coming off a winning November for the major averages. The Nasdaq rose 4.37% — its second positive month in a row for the first time since a three-month streak ending December 2021. The S&P 500 and Dow rose 5.38% and 5.67%, respectively, to finish their second month of gains for the first time since August 2021.Dollar General dropped 8% after it cut its full-year forecast, citing higher costs. On the other hand, Okta shot up nearly 19% after the identity management software company issued an upbeat full-year financial outlook, while Five Below gained about 11% after it reported an earnings beat.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962102285,"gmtCreate":1669731727447,"gmtModify":1676538231604,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962102285","repostId":"1173876241","repostType":4,"repost":{"id":"1173876241","kind":"news","pubTimestamp":1669735462,"share":"https://ttm.financial/m/news/1173876241?lang=&edition=fundamental","pubTime":"2022-11-29 23:24","market":"us","language":"en","title":"Alibaba: Candidate For The Record Book Of Mispriced Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1173876241","media":"Seeking Alpha","summary":"SummaryWhile top line growth is now close to zero, Alibaba could increase operating income, earnings","content":"<html><head></head><body><p>Summary</p><ul><li>While top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace.</li><li>Despite different risks continuing to exist for Alibaba, the growth potential for the different business segments remains high.</li><li>Alibaba is focusing on share buybacks, which is a good move considering its deeply undervalued share price.</li></ul><p>I must be honest. So far, my investment in as well as my articles about Alibaba Group Holding Limited (NYSE:BABA) have been nothing but a catastrophe. Since my last article, the stock price declined 31% and since the article in January 2022, the stock declined 37%. I built my position in Alibaba over time but so far, I didn’t make any money. I also must admit that I did not expect Alibaba to decline so steeply. At least when getting close to $100, I assumed we hit the bottom and could not imagine Alibaba declining lower.</p><p>However, my long-term investment thesis did not change. I am still long-term bullish about Alibaba and in my opinion the market is completely mispricing the stock and just focusing on the risks while completely ignoring the cash generating business and existing growth potential.</p><h3>Quarterly Results</h3><p>About two weeks ago, Alibaba reported second quarter results for fiscal 2022. And while it missed on revenue expectations by $490 million, it could beat earnings per ADS by $0.17. When looking at the quarterly results, I will report the numbers in Renminbi.</p><p>Although growth slowed down, Alibaba could still increase revenue from RMB 200,690 million in the same quarter last year to RMB 207,176 million this quarter resulting in 3.2% year-over-year growth. Adjusted EBITDA increased from RMB 34,840 million in Q2/21 to RMB 43,311 million in Q2/22 – resulting in 24.3% year-over-year growth. And finally, diluted earnings per share almost quadrupled from RMB 0.25 in the same quarter last year to RMB 0.97 this quarter. When looking at non-GAAP diluted earnings per share, we saw an increase of 15% YoY from RMB 1.40 in the same quarter last year to RMB 1.61 this quarter. And finally, free cash flow increased from RMB 22,239 million in Q2/21 to RMB 35,709 million in Q2/22 – resulting in 60.6% year-over-year growth.</p><p><img src=\"https://static.tigerbbs.com/78baaf1cc15acbf0419b0de8a14fb12b\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/>When looking at the different segments, the biggest part of revenue is still stemming from China commerce, which generated RMB 135,431 million in revenue (a decline of 1% year-over-year). This segment is responsible for the biggest part of adjusted EBITDA (RMB 43,980 million). International Commerce could generate RMB 15,747 million in revenue, resulting in 4% YoY growth and Local Consumer Services generated revenue of RMB 13,073 million resulting in 21% YoY growth. However, both segments are still not profitable and generated negative EBITDA. Cloud could generate RMB 20,757 million in revenue (increasing 4% year-over-year growth) and adjusted EBITDA was RMB 434 million. Cainiao could generate revenue of RMB 13,367 million resulting in 36% year-over-year growth and after reporting a loss of in the same quarter last year the segment reported an adjusted EBITDA of RMB 125 million. And finally, Digital media and entertainment could generate RMB 8,392 million in revenue (resulting in 4% YoY growth). However, the segment was also not profitable.</p><p><img src=\"https://static.tigerbbs.com/2e016228f4be40a684f90dd4cc0d784a\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>Additionally, growth from its 11.11 Global Shopping Event slowed down as well and Alibaba could only report results in line with last year’s gross merchandise volume performance. During the last earnings call, Alibaba also commented on the last Singles Day:</p><p>During our recent 11.11 Global Shopping Festival, Taobao and Tmall&#39;s total GMV was in line with the performance last year during the same period. Initial fruits of the operation strategies outlined just now were seen during November 11. More than 600 million users engaged with our November 11 related contents, a single-digit growth year-on-year. Although, the total number of buyers declined compared to the same period last year, the average GMV per person increased.</p><p>Management also mentioned three factors which had a negative impact on the results. First, the warmer than usual temperature in China probably led to fewer people shopping online. Second, about 15% of delivery areas across China experienced abnormal or suspended logistic services, which had a negative effect. And finally, other merchants were also pushing hard on 11.11 and probably took away some market share from Alibaba.</p><h3>Headwinds</h3><p>While Alibaba is talking about a solid quarter, they are also acknowledging the difficulties for Alibaba during the last earnings call:</p><p>We delivered a solid quarter in a macro environment full of uncertainty. The ongoing resurgence of COVID-19, geopolitical tension, inflation, and currency depreciation, the convergence of all these forces that created considerable difficulties for business operations.</p><p>And one of the major problems in China is still COVID-19. Right now, numbers are increasing dramatically again – and we must assume this will have a negative impact on Alibaba in the current quarter as it creates huge challenges for logistics.</p><h3><img src=\"https://static.tigerbbs.com/e5809b3db2fbbe959366e7e5747713f2\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/>Long-Term Growth</h3><p>Growth for Alibaba is clearly slowing down right now - as it does for almost every technology company around the world. As we must assume the low growth rates (or even declining numbers) will last for several quarters (maybe even a few years) this is a temporary headwind due to the economy slowing down and the looming recession. Nevertheless, I remain confident that the long-term outlook should be bullish, and Alibaba’s management is also optimistic about the growth potential of the different business sectors.</p><p><img src=\"https://static.tigerbbs.com/8dbac2dcf4e4f48e3d631c3a9120bab3\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"/>The highest growth rates might be achieved by the cloud business, where Alibaba is clear market leader in China. In 2021, Alibaba had a market share of 37% ahead of competitors Huawei – which has a market share of 18% - and Tencent (OTCPK:TCEHY) – which has a market share of 17%. And while I don’t think Alibaba will be able to gain market shares (as other, strong competitors are moving in the space), the public cloud market is expected to triple in the coming years – and Alibaba can achieve high growth rates by just keeping its market share stable. In a study about the Chinese cloud market, McKinsey writes:</p><p>To date, China’s cloud adoption has been led largely by consumer-facing companies, which need elastic, on-demand access to unlimited computing power to help them respond to huge fluctuations in customer demand. During China’s Singles’ Day shopping festival, for instance, e-commerce traffic, transactions, and gross merchandise volumes can reach up to 30 times normal daily levels. (…) Consumer-driven growth will remain an important driver of cloud adoption, but we believe the next wave of migration could be spearheaded by China’s critical industrial and manufacturing sectors.</p><p>But not only the cloud business of Alibaba can grow at a high pace. Its China commerce business, which is generating most of Alibaba’s revenue and responsible for its profitability, also has growth potential going forward – despite the declining Chinese population. While the population is declining, the share of Chinese population living in poverty is also declining. And I am already using the definitions of poverty adopted in upper-middle-income countries. In 2019, about 25% of population still lived in poverty in China (in urban areas only 16%). And with that percentage continuing to go down, the number of potential shoppers for Alibaba will increase.</p><p><img src=\"https://static.tigerbbs.com/baff5be28b9b9bfc4dfdd1e92c109996\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/>In my last article about JD.com, Inc., I already mentioned that Chinese consumers are expected to shop more online in the years to come. According to an Accenture study about Chinese consumer insights, most people will either keep their personal frequency of online shopping unchanged (49%) or increase the frequency of online shopping (44%).</p><p><img src=\"https://static.tigerbbs.com/92ae88cd63f9723d8ed8ec370eebccf7\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/>And the same study is also showing that the per capita disposable income of urban residents is continuously increasing during the last decade. And even when per capita consumption expenditures declined slightly in 2020 (due to COVID-19), this number is also increasing with a steady pace.</p><p><img src=\"https://static.tigerbbs.com/2f02c27b7c2c4f411e620779d9dfe359\" tg-width=\"640\" tg-height=\"507\" referrerpolicy=\"no-referrer\"/>International Commerce is also expected to grow with a high pace. Alibaba is focusing on the South Asia e-commerce market, which is expected to grow with a high pace. The market size will increase with a CAGR of 27% between 2020 and 2025 to $260 billion (according to Alibaba’s Investor Day 2021 presentation). And Lazada is not only well-positioned, but it also continued to improve monetization rate and was also enhancing operating efficiency. Additionally, during the last quarter, loss per order for Lazada narrowed by 25% compared to the same quarter last year. And the International commerce segment is close to being profitable.</p><p>And finally, we should not forget the economic moat Alibaba has built around its business. During the last earnings call, management made the following statement:</p><p>After many years of operation, Taobao, Tmall is now deeply entrenched in our users&#39; mind as the shopping destination. We are focused on user engagement on our platform by enhancing the customer journey across search, algorithm-driven discovery recommendations, live streaming and other engagement features (…)</p><p>Number two, we further consolidate the scale and the stickiness of our most valuable consumer group. For the 12 months ended December 30, 2022, the number of consumers who each spent over RMB 10,000 on top on Taobao and Tmall remain around 124 million with a retention rate of 98%. 88VIP membership population held steady at 25 million this quarter, with solid membership retention and growth in GMV contribution.</p><p>Number three, we improved consumer satisfaction by continually investing in customer service during and after services and the logistics service experiences, such as doorstep delivery of orders as required.</p><p>Alibaba clearly has a wide economic moat based on cost advantages – the company is one of the major e-commerce players in China and the cost advantages are hard to match by smaller competitors. Aside from cost advantages, Alibaba is also profiting from its brand name(s) and for its cloud business switching costs come into play. After choosing a cloud service it usually costs time and money (which businesses are not willing to spend) to move to a competitor – and this is creating a stickiness in favor of Alibaba.</p><h3>Share Repurchases</h3><p>In the last few quarters, Alibaba increased its share repurchase program, which was certainly a good move by Alibaba considering the steeply declining share price. Since June 2021 (15 months ago), the number of outstanding shares was decreased from 2,755 million to 2,646 million right now – resulting in a decline of 4%.</p><p><img src=\"https://static.tigerbbs.com/0af5c02ed6507d0f66fc07aaed807035\" tg-width=\"635\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>And it is good that Alibaba is buying back shares and the remaining $7 billion share repurchase program was extended by another $15 billion. But in my opinion, they should be more aggressive and use the cash reserves for share buybacks – at least in parts. On September 30, 2022, the company had RMB 206.7 billion in cash and cash equivalents as well as RMB 270.2 billion in short-term investments. At current share prices, the company could repurchase 32% of its outstanding shares and Alibaba should certainly not use all its liquid resources for share buybacks. But using cash to repurchase about 10% of outstanding shares would be a smart move in my opinion. Additionally, Alibaba is generating enough free cash flow annually to repurchase more than 10% of the outstanding shares (of course this will change with a higher share price).</p><h3>Intrinsic Value Calculation</h3><p>In every single one of my articles, I basically argued that Alibaba is undervalued. And I will stick to my guns – the company is undervalued and remains undervalued. Even when calculating with extremely cautious assumptions, Alibaba is clearly trading below its intrinsic value.</p><p>In the last two quarters, Alibaba generated a free cash flow of $8,137 million and in the last annual results the company reported a free cash flow of $15,597 million. As basis for our calculation, we therefore assume a free cash flow of $16 billion. And for the years to come, we assume 6% growth till perpetuity which leads to an intrinsic value of $151.23 for Alibaba.</p><p>And – like I said above – theses assumptions are extremely cautious. Not only did Alibaba report already much higher free cash flow numbers in the past (as high as $26 billion), it also reported much higher growth rates in the past. And for the years to come there are several growth drivers: First, Alibaba will be able to grow its top line again (see section above). Second, despite constantly declining margins in the past, the business will at some point be able to reduce the current high spendings on expansions and be more profitable again. And finally, Alibaba can use share buybacks (especially right now) and spend its cash on the balance sheet as well as the generated free cash flow to repurchase shares. This by itself is enough to lead to 6% growth right now.</p><p><img src=\"https://static.tigerbbs.com/66d4ee3047c7afdae4d9e6591ea506f8\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>And finally, we should not forget, that Alibaba is trading for a P/FCF ratio of 8.7 right now – although free cash flow declined almost 50% compared to previous levels. These are absurd valuation levels for a business as Alibaba – despite risks surrounding the business.</p><h3>Conclusion</h3><p>I know I have been wrong about Alibaba in the last few quarters. But first of all, the horrible stock performance of the last few quarters does not mean my thesis – which is based on the fundamentals of the business – is wrong. And second, investing is a marathon and not a sprint. I remain extremely bullish about Alibaba.</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>Alibaba: Candidate For The Record Book Of Mispriced 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\">\nAlibaba: Candidate For The Record Book Of Mispriced Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4561046-alibaba-candidate-for-the-record-book-of-mispriced-stocks><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace.Despite different risks continuing to exist for ...</p>\n\n<a href=\"https://seekingalpha.com/article/4561046-alibaba-candidate-for-the-record-book-of-mispriced-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4561046-alibaba-candidate-for-the-record-book-of-mispriced-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1173876241","content_text":"SummaryWhile top line growth is now close to zero, Alibaba could increase operating income, earnings per share, and free cash flow at a high pace.Despite different risks continuing to exist for Alibaba, the growth potential for the different business segments remains high.Alibaba is focusing on share buybacks, which is a good move considering its deeply undervalued share price.I must be honest. So far, my investment in as well as my articles about Alibaba Group Holding Limited (NYSE:BABA) have been nothing but a catastrophe. Since my last article, the stock price declined 31% and since the article in January 2022, the stock declined 37%. I built my position in Alibaba over time but so far, I didn’t make any money. I also must admit that I did not expect Alibaba to decline so steeply. At least when getting close to $100, I assumed we hit the bottom and could not imagine Alibaba declining lower.However, my long-term investment thesis did not change. I am still long-term bullish about Alibaba and in my opinion the market is completely mispricing the stock and just focusing on the risks while completely ignoring the cash generating business and existing growth potential.Quarterly ResultsAbout two weeks ago, Alibaba reported second quarter results for fiscal 2022. And while it missed on revenue expectations by $490 million, it could beat earnings per ADS by $0.17. When looking at the quarterly results, I will report the numbers in Renminbi.Although growth slowed down, Alibaba could still increase revenue from RMB 200,690 million in the same quarter last year to RMB 207,176 million this quarter resulting in 3.2% year-over-year growth. Adjusted EBITDA increased from RMB 34,840 million in Q2/21 to RMB 43,311 million in Q2/22 – resulting in 24.3% year-over-year growth. And finally, diluted earnings per share almost quadrupled from RMB 0.25 in the same quarter last year to RMB 0.97 this quarter. When looking at non-GAAP diluted earnings per share, we saw an increase of 15% YoY from RMB 1.40 in the same quarter last year to RMB 1.61 this quarter. And finally, free cash flow increased from RMB 22,239 million in Q2/21 to RMB 35,709 million in Q2/22 – resulting in 60.6% year-over-year growth.When looking at the different segments, the biggest part of revenue is still stemming from China commerce, which generated RMB 135,431 million in revenue (a decline of 1% year-over-year). This segment is responsible for the biggest part of adjusted EBITDA (RMB 43,980 million). International Commerce could generate RMB 15,747 million in revenue, resulting in 4% YoY growth and Local Consumer Services generated revenue of RMB 13,073 million resulting in 21% YoY growth. However, both segments are still not profitable and generated negative EBITDA. Cloud could generate RMB 20,757 million in revenue (increasing 4% year-over-year growth) and adjusted EBITDA was RMB 434 million. Cainiao could generate revenue of RMB 13,367 million resulting in 36% year-over-year growth and after reporting a loss of in the same quarter last year the segment reported an adjusted EBITDA of RMB 125 million. And finally, Digital media and entertainment could generate RMB 8,392 million in revenue (resulting in 4% YoY growth). However, the segment was also not profitable.Additionally, growth from its 11.11 Global Shopping Event slowed down as well and Alibaba could only report results in line with last year’s gross merchandise volume performance. During the last earnings call, Alibaba also commented on the last Singles Day:During our recent 11.11 Global Shopping Festival, Taobao and Tmall's total GMV was in line with the performance last year during the same period. Initial fruits of the operation strategies outlined just now were seen during November 11. More than 600 million users engaged with our November 11 related contents, a single-digit growth year-on-year. Although, the total number of buyers declined compared to the same period last year, the average GMV per person increased.Management also mentioned three factors which had a negative impact on the results. First, the warmer than usual temperature in China probably led to fewer people shopping online. Second, about 15% of delivery areas across China experienced abnormal or suspended logistic services, which had a negative effect. And finally, other merchants were also pushing hard on 11.11 and probably took away some market share from Alibaba.HeadwindsWhile Alibaba is talking about a solid quarter, they are also acknowledging the difficulties for Alibaba during the last earnings call:We delivered a solid quarter in a macro environment full of uncertainty. The ongoing resurgence of COVID-19, geopolitical tension, inflation, and currency depreciation, the convergence of all these forces that created considerable difficulties for business operations.And one of the major problems in China is still COVID-19. Right now, numbers are increasing dramatically again – and we must assume this will have a negative impact on Alibaba in the current quarter as it creates huge challenges for logistics.Long-Term GrowthGrowth for Alibaba is clearly slowing down right now - as it does for almost every technology company around the world. As we must assume the low growth rates (or even declining numbers) will last for several quarters (maybe even a few years) this is a temporary headwind due to the economy slowing down and the looming recession. Nevertheless, I remain confident that the long-term outlook should be bullish, and Alibaba’s management is also optimistic about the growth potential of the different business sectors.The highest growth rates might be achieved by the cloud business, where Alibaba is clear market leader in China. In 2021, Alibaba had a market share of 37% ahead of competitors Huawei – which has a market share of 18% - and Tencent (OTCPK:TCEHY) – which has a market share of 17%. And while I don’t think Alibaba will be able to gain market shares (as other, strong competitors are moving in the space), the public cloud market is expected to triple in the coming years – and Alibaba can achieve high growth rates by just keeping its market share stable. In a study about the Chinese cloud market, McKinsey writes:To date, China’s cloud adoption has been led largely by consumer-facing companies, which need elastic, on-demand access to unlimited computing power to help them respond to huge fluctuations in customer demand. During China’s Singles’ Day shopping festival, for instance, e-commerce traffic, transactions, and gross merchandise volumes can reach up to 30 times normal daily levels. (…) Consumer-driven growth will remain an important driver of cloud adoption, but we believe the next wave of migration could be spearheaded by China’s critical industrial and manufacturing sectors.But not only the cloud business of Alibaba can grow at a high pace. Its China commerce business, which is generating most of Alibaba’s revenue and responsible for its profitability, also has growth potential going forward – despite the declining Chinese population. While the population is declining, the share of Chinese population living in poverty is also declining. And I am already using the definitions of poverty adopted in upper-middle-income countries. In 2019, about 25% of population still lived in poverty in China (in urban areas only 16%). And with that percentage continuing to go down, the number of potential shoppers for Alibaba will increase.In my last article about JD.com, Inc., I already mentioned that Chinese consumers are expected to shop more online in the years to come. According to an Accenture study about Chinese consumer insights, most people will either keep their personal frequency of online shopping unchanged (49%) or increase the frequency of online shopping (44%).And the same study is also showing that the per capita disposable income of urban residents is continuously increasing during the last decade. And even when per capita consumption expenditures declined slightly in 2020 (due to COVID-19), this number is also increasing with a steady pace.International Commerce is also expected to grow with a high pace. Alibaba is focusing on the South Asia e-commerce market, which is expected to grow with a high pace. The market size will increase with a CAGR of 27% between 2020 and 2025 to $260 billion (according to Alibaba’s Investor Day 2021 presentation). And Lazada is not only well-positioned, but it also continued to improve monetization rate and was also enhancing operating efficiency. Additionally, during the last quarter, loss per order for Lazada narrowed by 25% compared to the same quarter last year. And the International commerce segment is close to being profitable.And finally, we should not forget the economic moat Alibaba has built around its business. During the last earnings call, management made the following statement:After many years of operation, Taobao, Tmall is now deeply entrenched in our users' mind as the shopping destination. We are focused on user engagement on our platform by enhancing the customer journey across search, algorithm-driven discovery recommendations, live streaming and other engagement features (…)Number two, we further consolidate the scale and the stickiness of our most valuable consumer group. For the 12 months ended December 30, 2022, the number of consumers who each spent over RMB 10,000 on top on Taobao and Tmall remain around 124 million with a retention rate of 98%. 88VIP membership population held steady at 25 million this quarter, with solid membership retention and growth in GMV contribution.Number three, we improved consumer satisfaction by continually investing in customer service during and after services and the logistics service experiences, such as doorstep delivery of orders as required.Alibaba clearly has a wide economic moat based on cost advantages – the company is one of the major e-commerce players in China and the cost advantages are hard to match by smaller competitors. Aside from cost advantages, Alibaba is also profiting from its brand name(s) and for its cloud business switching costs come into play. After choosing a cloud service it usually costs time and money (which businesses are not willing to spend) to move to a competitor – and this is creating a stickiness in favor of Alibaba.Share RepurchasesIn the last few quarters, Alibaba increased its share repurchase program, which was certainly a good move by Alibaba considering the steeply declining share price. Since June 2021 (15 months ago), the number of outstanding shares was decreased from 2,755 million to 2,646 million right now – resulting in a decline of 4%.And it is good that Alibaba is buying back shares and the remaining $7 billion share repurchase program was extended by another $15 billion. But in my opinion, they should be more aggressive and use the cash reserves for share buybacks – at least in parts. On September 30, 2022, the company had RMB 206.7 billion in cash and cash equivalents as well as RMB 270.2 billion in short-term investments. At current share prices, the company could repurchase 32% of its outstanding shares and Alibaba should certainly not use all its liquid resources for share buybacks. But using cash to repurchase about 10% of outstanding shares would be a smart move in my opinion. Additionally, Alibaba is generating enough free cash flow annually to repurchase more than 10% of the outstanding shares (of course this will change with a higher share price).Intrinsic Value CalculationIn every single one of my articles, I basically argued that Alibaba is undervalued. And I will stick to my guns – the company is undervalued and remains undervalued. Even when calculating with extremely cautious assumptions, Alibaba is clearly trading below its intrinsic value.In the last two quarters, Alibaba generated a free cash flow of $8,137 million and in the last annual results the company reported a free cash flow of $15,597 million. As basis for our calculation, we therefore assume a free cash flow of $16 billion. And for the years to come, we assume 6% growth till perpetuity which leads to an intrinsic value of $151.23 for Alibaba.And – like I said above – theses assumptions are extremely cautious. Not only did Alibaba report already much higher free cash flow numbers in the past (as high as $26 billion), it also reported much higher growth rates in the past. And for the years to come there are several growth drivers: First, Alibaba will be able to grow its top line again (see section above). Second, despite constantly declining margins in the past, the business will at some point be able to reduce the current high spendings on expansions and be more profitable again. And finally, Alibaba can use share buybacks (especially right now) and spend its cash on the balance sheet as well as the generated free cash flow to repurchase shares. This by itself is enough to lead to 6% growth right now.And finally, we should not forget, that Alibaba is trading for a P/FCF ratio of 8.7 right now – although free cash flow declined almost 50% compared to previous levels. These are absurd valuation levels for a business as Alibaba – despite risks surrounding the business.ConclusionI know I have been wrong about Alibaba in the last few quarters. But first of all, the horrible stock performance of the last few quarters does not mean my thesis – which is based on the fundamentals of the business – is wrong. And second, investing is a marathon and not a sprint. I remain extremely bullish about Alibaba.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966676009,"gmtCreate":1669530292002,"gmtModify":1676538205484,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966676009","repostId":"2286418053","repostType":4,"repost":{"id":"2286418053","kind":"highlight","pubTimestamp":1669522519,"share":"https://ttm.financial/m/news/2286418053?lang=&edition=fundamental","pubTime":"2022-11-27 12:15","market":"us","language":"en","title":"CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot","url":"https://stock-news.laohu8.com/highlight/detail?id=2286418053","media":"Seekingalpha","summary":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) an","content":"<html><head></head><body><p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers&#39; price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.</p><p>The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.</p><p>Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.</p><p>If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.</p><p>However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it&#39;s still not yet in line with historical standards:</p><p><img src=\"https://static.tigerbbs.com/e625a90dff771b0d7e944e64afea8474\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.</p><p>And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.</p><p>What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.</p><p>Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.</p><p><i><b>Average ticket vs. traffic at Walmart:</b></i></p><p><img src=\"https://static.tigerbbs.com/332f3e192c3b45a529272f50930f72af\" tg-width=\"640\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.</p><p>My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.</p><p><i><b>Amazon: </b></i></p><p><img src=\"https://static.tigerbbs.com/fe4ee98477a97035578994e17e74c01f\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.</p><p>What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)</p><p>The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.</p><p>Coincidence or Correlation? You tell me what you think.</p><p>Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.</p><p><i><b>Costco:</b></i></p><p>TTM revenue for Costco as of the August ’22 quarter, was $226 bl.</p><p>Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.</p><p><img src=\"https://static.tigerbbs.com/98ef085cd44ff2d772e22c28d7df85f1\" tg-width=\"640\" tg-height=\"26\" referrerpolicy=\"no-referrer\"/></p><p>The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.</p><p>COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.</p><p>In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods &amp; Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.</p><p>(I’m guessing – and please note that – COST is probably considerably smaller than Walmart&#39;s pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.</p><p>(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)</p><p><i><b>Home Depot:</b></i></p><p><img src=\"https://static.tigerbbs.com/57e116c38f010b75a0518c13078f757d\" tg-width=\"640\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners&#39; equivalent rent, and such are a 30% weight in the CPI basket.</p><p><img src=\"https://static.tigerbbs.com/5e8a09a9efc6fb5ade6a35e65306d4e9\" tg-width=\"640\" tg-height=\"25\" referrerpolicy=\"no-referrer\"/></p><p>This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.</p><p>What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.</p><p><img src=\"https://static.tigerbbs.com/4313b9b9553313538aa9b1f4f5ca4b8c\" tg-width=\"640\" tg-height=\"48\" referrerpolicy=\"no-referrer\"/></p><p>This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.</p><p>Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.</p><p><i><b>Summary/conclusion:</b></i> The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.</p><p>Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.</p><p>Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:</p><ul><li>Walmart: $600 billion</li><li>Amazon: $502 billion</li><li>Costco: $227 billion</li><li>Home Depot: $157 billion</li><li>Total: $1,486 trillion</li></ul><p>The Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).</p><p>But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)</p><p>In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.</p><p>Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:</p><ul><li>’20 to ’22: averaged 3% revenue growth</li><li>’10 to ’19: averaged 2% revenue growth</li><li>’00 to ’09: averaged 11% revenue growth</li><li>’96 to ’99: averaged 14% revenue growth</li></ul><p>What happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.</p><p>Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.</p><p>Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)</p><p>When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.</p><p>Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.</p><p>Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.</p><p>Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.</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>CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot</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\">\nCPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","WMT":"沃尔玛","HD":"家得宝","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286418053","content_text":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it's still not yet in line with historical standards:Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.Average ticket vs. traffic at Walmart:If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.Amazon: This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.Coincidence or Correlation? You tell me what you think.Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.Costco:TTM revenue for Costco as of the August ’22 quarter, was $226 bl.Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods & Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.(I’m guessing – and please note that – COST is probably considerably smaller than Walmart's pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)Home Depot:Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners' equivalent rent, and such are a 30% weight in the CPI basket.This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.Summary/conclusion: The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:Walmart: $600 billionAmazon: $502 billionCostco: $227 billionHome Depot: $157 billionTotal: $1,486 trillionThe Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:’20 to ’22: averaged 3% revenue growth’10 to ’19: averaged 2% revenue growth’00 to ’09: averaged 11% revenue growth’96 to ’99: averaged 14% revenue growthWhat happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966136741,"gmtCreate":1669434328984,"gmtModify":1676538197139,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"☺️","listText":"☺️","text":"☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966136741","repostId":"2286650311","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9964233441,"gmtCreate":1670153942484,"gmtModify":1676538310986,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964233441","repostId":"2288925832","repostType":4,"repost":{"id":"2288925832","kind":"highlight","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote><p>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;</p><p>We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.</p><p>While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;</p><p>NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</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>NIO And XPeng: Don't Choose The One Getting Squeezed Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0052750758.USD":"富兰克林中国基金A Acc","NIO":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09866":"蔚来-SW","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003723712,"gmtCreate":1641089146712,"gmtModify":1676533570802,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Nio up to 50","listText":"Nio up to 50","text":"Nio up to 50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003723712","repostId":"1173416252","repostType":2,"repost":{"id":"1173416252","kind":"news","pubTimestamp":1641085354,"share":"https://ttm.financial/m/news/1173416252?lang=&edition=fundamental","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<html><head></head><body><p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p></body></html>","source":"market_watch","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>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla</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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 09:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning...</p>\n\n<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881430561,"gmtCreate":1631374436853,"gmtModify":1676530537795,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Indee","listText":"Indee","text":"Indee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881430561","repostId":"2166726753","repostType":2,"repost":{"id":"2166726753","kind":"highlight","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631326722,"share":"https://ttm.financial/m/news/2166726753?lang=&edition=fundamental","pubTime":"2021-09-11 10:18","market":"us","language":"en","title":"Tesla raises price for Performance Model Y in China to 387,900 yuan","url":"https://stock-news.laohu8.com/highlight/detail?id=2166726753","media":"Tiger Newspress","summary":"Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","content":"<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla raises price for Performance Model Y in China to 387,900 yuan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla raises price for Performance Model Y in China to 387,900 yuan\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-11 10:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Inc says raises price for Performance Model&nbsp;Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.</p>\n<p><img src=\"https://static.tigerbbs.com/491c8dbad3baf69e3c07a30dbacd6b95\" tg-width=\"745\" tg-height=\"322\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166726753","content_text":"Tesla Inc says raises price for Performance Model Y in China by 10,000 yuan to 387,900 yuan - Tesla Weibo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913723029,"gmtCreate":1664073456162,"gmtModify":1676537386376,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913723029","repostId":"2269490734","repostType":4,"repost":{"id":"2269490734","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664066508,"share":"https://ttm.financial/m/news/2269490734?lang=&edition=fundamental","pubTime":"2022-09-25 08:41","market":"us","language":"en","title":"If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”","url":"https://stock-news.laohu8.com/highlight/detail?id=2269490734","media":"Dow Jones","summary":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock","content":"<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</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>If You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”</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\">\nIf You're Selling Stocks Because the Fed Is Hiking Interest Rates, You May Be Suffering From “Inflation Illusion”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-25 08:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Forget everything you think you know about the relationship between interest rates and the stock market.</p><p>Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.</p><p>It would be important to challenge this notion at any time, but especially in light of the U.S. market&#39;s decline this past week following the Federal Reserve&#39;s most recent interest-rate hike announcement.</p><p>To show why higher interest rates aren&#39;t necessarily bad for equities, I compared the predictive power of the following two valuation indicators:</p><p>If higher interest rates were always bad for stocks, then the Fed Model&#39;s track record would be superior to that of the earnings yield.</p><p>It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market&#39;s subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University&#39;s finance professor Robert Shiller.</p><p><img src=\"https://static.tigerbbs.com/64984acf0f40a1a5e886ef773747472a\" tg-width=\"939\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>In other words, the ability to predict the stock market&#39;s five- and 10-year returns goes down when taking interest rates into account.</p><h3>Money illusion</h3><p>These results are so surprising that it&#39;s important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years&#39; corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it&#39;s only half the story.</p><p>The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as &#34;inflation illusion&#34; -- confusing nominal with real, or inflation-adjusted, values.</p><p>According to research conducted by Warr, inflation&#39;s impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.</p><p>Investors were guilty of inflation illusion when they reacted to the Fed&#39;s latest interest rate announcement by selling stocks.</p><p>None of this means that the bear market shouldn&#39;t continue, or that equities aren&#39;t overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269490734","content_text":"Forget everything you think you know about the relationship between interest rates and the stock market.Forget everything you think you know about the relationship between interest rates and the stock market. Take the notion that higher interest rates are bad for the stock market, which is almost universally believed on Wall Street. Plausible as this is, it is surprisingly difficult to support it empirically.It would be important to challenge this notion at any time, but especially in light of the U.S. market's decline this past week following the Federal Reserve's most recent interest-rate hike announcement.To show why higher interest rates aren't necessarily bad for equities, I compared the predictive power of the following two valuation indicators:If higher interest rates were always bad for stocks, then the Fed Model's track record would be superior to that of the earnings yield.It is not, as you can see from the table below. The table reports a statistic known as the r-squared, which reflects the degree to which one data series (in this case, the earnings yield or the Fed Model) predicts changes in a second series (in this case, the stock market's subsequent inflation-adjusted real return). The table reflects the U.S. stock market back to 1871, courtesy of data provided by Yale University's finance professor Robert Shiller.In other words, the ability to predict the stock market's five- and 10-year returns goes down when taking interest rates into account.Money illusionThese results are so surprising that it's important to explore why the conventional wisdom is wrong. That wisdom is based on the eminently plausible argument that higher interest rates mean that future years' corporate earnings must be discounted at a higher rate when calculating their present value. While that argument is not wrong, Richard Warr,  a finance professor at North Carolina State University, told me, it's only half the story.The other half of this story is that interest rates tend to be higher when inflation is higher, and average nominal earnings tend to grow faster in higher-inflation environments. Failing to appreciate this other half of the story is a fundamental mistake in economics known as \"inflation illusion\" -- confusing nominal with real, or inflation-adjusted, values.According to research conducted by Warr, inflation's impact on nominal earnings and the discount rate largely cancel each other out over time. While earnings tend to grow faster when inflation is higher, they must be more heavily discounted when calculating their present value.Investors were guilty of inflation illusion when they reacted to the Fed's latest interest rate announcement by selling stocks.None of this means that the bear market shouldn't continue, or that equities aren't overvalued. Indeed, by many measures, stocks are still overvalued, despite the much cheaper prices wrought by the bear market. The point of this discussion is that higher interest rates are not an additional reason, above and beyond the other factors affecting the stock market, why the market should fall.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988965418,"gmtCreate":1666656192834,"gmtModify":1676537783701,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988965418","repostId":"1171586160","repostType":4,"repost":{"id":"1171586160","kind":"news","pubTimestamp":1666653488,"share":"https://ttm.financial/m/news/1171586160?lang=&edition=fundamental","pubTime":"2022-10-25 07:18","market":"us","language":"en","title":"U.S. Stocks Soar to Kick off Key Earnings Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171586160","media":"Yahoo Finance","summary":"U.S. stocks rose on Monday to begin a key week in which Wall Street awaits earnings from some of the","content":"<html><head></head><body><p>U.S. stocks rose on Monday to begin a key week in which Wall Street awaits earnings from some of the market’s biggest players.</p><p>The S&amp;P 500 (^GSPC) climbed about 1.2% while the Dow Jones Industrial Average (^DJI)advanced over 400 points, or about 1.3%. The technology-heavy Nasdaq Composite (^IXIC) rose 0.9% after starting the day in the red.</p><p>Yields on U.S. Treasury bonds inched higher on Monday after a relentless climb last week that saw the 10-year note temporarily hit a 14-year high above 4.3%.</p><p>On Friday, theWall Street Journal reported that some Federal Reserve officials were concerned with the pace of the interest rate hikes ahead of their November meeting, prompting stocks to rally to end a winning week.</p><p>San Francisco Federal Reserve President Mary Daly also said that the central bank should avoid putting the economy into an “unforced downturn” and that it’s time to consider slowing the pace of interest rate hikes.</p><p>“I think that is the wrong message,” Interactive Brokers Chairman and Founder Thomas Peterffy told Yahoo Finance Live on Friday following Daly&#39;s remarks. “I think the Fed has to send the message that we are going to stamp out inflation, no matter what. And they are in a better position if they can scare the market into easing up on spending rather than having to force them to ease up on it.”</p><p>Data Monday also showed that the central bank&#39;s tightening policies are beginning to weigh on U.S. business activity, with the purchasing managers&#39; index indicating weakness across both the service and manufacturing sectors of the economy.</p><p>The upbeat turn on Wall Street comes as investors await earnings from the five biggest tech firms – Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) – which alone represent roughly a quarter of the S&amp;P 500 index&#39;s market capitalization.</p><p>&#34;Historically, when these four companies report in the same trading week, Alphabet (GOOG) has been the only one to consistently see its stock react positively to earnings whereas the rest have all tended to fall. Of these prior occurrences, last quarter was the first time that all four of these stocks traded higher in response to earnings,&#34; wrote Jake Gordon, analyst at Bespoke Investments Group.</p><p>Third-quarter earnings have come in better than expected so far, with beats from companies like Netflix (NFLX), AT&amp;T (T), and IBM (IBM) countering misses from companies like Snap (SNAP), which tumbled 28% Friday after disappointing results.</p><p>Data from FactSet shows that S&amp;P 500 companies that have missed expectations this earnings season have fallen 4.7% on average in the two days before their report through the two days after, compared with the five-year average of 2.2%.</p><p>Still, overall investor expectations are relatively lower than usual.</p><p>“Earnings expectations, if you strip out the energy sector, they went from about positive 6% back in July for this quarter&#39;s earnings, all the way down to… negative 3%,” BMO Wealth Management Chief Investment Strategist Yung-Yu Matold Yahoo Finance Live on Friday. “And so once you lower the bar that much, it does set up an environment where it&#39;s a lot easier to beat earnings, a lot easier to have relief rallies.”</p><p>Strength in theU.S. dollar has weighed on corporate profits hard. The dollar gained on Monday against the Chinese yuan weakened. In the European markets, the pound traded stronger as U.K. government bonds rallied after Boris Johnson pulled out of the race for prime minister, leaving former chancellor Rishi Sunak closer to becoming the next prime minister.</p><p>Chinese stocks also saw their worst day since 2008, and U.S.-listed Chinese stocks Alibaba (BABA) and JD.com Inc. (JD) tumbled Monday.</p><p>The news battered other stocks that have exposure to China. Shares of Tesla (TSLA) slid 4% after the carmaker lowered prices for its vehicles sold in China as the company faces fierce competition from local rivals in its second-biggest market.</p><p>Elsewhere, crypto traded mixed as Bitcoin headed toward the $19,000 level, while Ethereum retreated as their supply seems to be descending since the Merge.</p><p>&#34;Bitcoin remains stuck around the $19,000 level and that will probably remain the case until we get beyond next week’s FOMC policy meeting,&#34; wrote Edward Moya, senior analyst at OANDA.</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>U.S. Stocks Soar to Kick off Key Earnings Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Soar to Kick off Key Earnings Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-news-live-updates-october-24-115112610-113747162.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks rose on Monday to begin a key week in which Wall Street awaits earnings from some of the market’s biggest players.The S&P 500 (^GSPC) climbed about 1.2% while the Dow Jones Industrial ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-news-live-updates-october-24-115112610-113747162.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/stock-market-news-live-updates-october-24-115112610-113747162.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171586160","content_text":"U.S. stocks rose on Monday to begin a key week in which Wall Street awaits earnings from some of the market’s biggest players.The S&P 500 (^GSPC) climbed about 1.2% while the Dow Jones Industrial Average (^DJI)advanced over 400 points, or about 1.3%. The technology-heavy Nasdaq Composite (^IXIC) rose 0.9% after starting the day in the red.Yields on U.S. Treasury bonds inched higher on Monday after a relentless climb last week that saw the 10-year note temporarily hit a 14-year high above 4.3%.On Friday, theWall Street Journal reported that some Federal Reserve officials were concerned with the pace of the interest rate hikes ahead of their November meeting, prompting stocks to rally to end a winning week.San Francisco Federal Reserve President Mary Daly also said that the central bank should avoid putting the economy into an “unforced downturn” and that it’s time to consider slowing the pace of interest rate hikes.“I think that is the wrong message,” Interactive Brokers Chairman and Founder Thomas Peterffy told Yahoo Finance Live on Friday following Daly's remarks. “I think the Fed has to send the message that we are going to stamp out inflation, no matter what. And they are in a better position if they can scare the market into easing up on spending rather than having to force them to ease up on it.”Data Monday also showed that the central bank's tightening policies are beginning to weigh on U.S. business activity, with the purchasing managers' index indicating weakness across both the service and manufacturing sectors of the economy.The upbeat turn on Wall Street comes as investors await earnings from the five biggest tech firms – Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) – which alone represent roughly a quarter of the S&P 500 index's market capitalization.\"Historically, when these four companies report in the same trading week, Alphabet (GOOG) has been the only one to consistently see its stock react positively to earnings whereas the rest have all tended to fall. Of these prior occurrences, last quarter was the first time that all four of these stocks traded higher in response to earnings,\" wrote Jake Gordon, analyst at Bespoke Investments Group.Third-quarter earnings have come in better than expected so far, with beats from companies like Netflix (NFLX), AT&T (T), and IBM (IBM) countering misses from companies like Snap (SNAP), which tumbled 28% Friday after disappointing results.Data from FactSet shows that S&P 500 companies that have missed expectations this earnings season have fallen 4.7% on average in the two days before their report through the two days after, compared with the five-year average of 2.2%.Still, overall investor expectations are relatively lower than usual.“Earnings expectations, if you strip out the energy sector, they went from about positive 6% back in July for this quarter's earnings, all the way down to… negative 3%,” BMO Wealth Management Chief Investment Strategist Yung-Yu Matold Yahoo Finance Live on Friday. “And so once you lower the bar that much, it does set up an environment where it's a lot easier to beat earnings, a lot easier to have relief rallies.”Strength in theU.S. dollar has weighed on corporate profits hard. The dollar gained on Monday against the Chinese yuan weakened. In the European markets, the pound traded stronger as U.K. government bonds rallied after Boris Johnson pulled out of the race for prime minister, leaving former chancellor Rishi Sunak closer to becoming the next prime minister.Chinese stocks also saw their worst day since 2008, and U.S.-listed Chinese stocks Alibaba (BABA) and JD.com Inc. (JD) tumbled Monday.The news battered other stocks that have exposure to China. Shares of Tesla (TSLA) slid 4% after the carmaker lowered prices for its vehicles sold in China as the company faces fierce competition from local rivals in its second-biggest market.Elsewhere, crypto traded mixed as Bitcoin headed toward the $19,000 level, while Ethereum retreated as their supply seems to be descending since the Merge.\"Bitcoin remains stuck around the $19,000 level and that will probably remain the case until we get beyond next week’s FOMC policy meeting,\" wrote Edward Moya, senior analyst at OANDA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922204398,"gmtCreate":1671767441415,"gmtModify":1676538590298,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922204398","repostId":"1110858932","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930230926,"gmtCreate":1661961061868,"gmtModify":1676536612942,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Apple 👍","listText":"Apple 👍","text":"Apple 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9930230926","repostId":"1175758634","repostType":4,"repost":{"id":"1175758634","kind":"news","pubTimestamp":1661959764,"share":"https://ttm.financial/m/news/1175758634?lang=&edition=fundamental","pubTime":"2022-08-31 23:29","market":"us","language":"en","title":"Apple: Buy Now And Think Outside The Box","url":"https://stock-news.laohu8.com/highlight/detail?id=1175758634","media":"Seeking Alpha","summary":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.T","content":"<html><head></head><body><p>Summary</p><ul><li>Apple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.</li><li>The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.</li><li>Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.</li><li>Apple&#39;s lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.</li><li>I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.</p><p>In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.</p><p><b>Apple&#39;s September 7 Event - Earlier Than Usual A Positive With No Supply Chain Problems</b></p><p>Apple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.</p><p><img src=\"https://static.tigerbbs.com/451e6dca9b021a86a3b3e6149c2fc333\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Apple</p><p><i>This suggests that Apple’s supply chain is under control and can deliver on time.</i> In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.</p><p>Last year&#39;s iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).</p><p>Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.</p><p><b>Smartphone Shipments May Be Down, But Apple is Up – A Positive</b></p><p>Much of the negative news surrounding the consumer electronics market is a headline that&#39;s not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.</p><p>Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.</p><p>On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35ce09c08e448a2b3f6e63ee6c14e875\" tg-width=\"296\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>Strategy Analytics</span></p><p>Chart 1</p><h3>Will Dour Economy Influence iPhone 14 Sales?</h3><p>Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.</p><p>I see the move as an opportunity for Apple to<i>jump start</i>its supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It&#39;s also geared to app developers, many of which are small businesses.</p><p>In the past two weeks on thepositive economic side:</p><ul><li>Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.</li><li>Producer prices fell 0.5% in July from the month before.</li><li>Home prices jumped to a record high in the second quarter</li><li>U.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.</li><li>U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.</li><li>Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.</li><li>Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.</li><li>U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.</li></ul><p>On the not-so-positive side:</p><ul><li>Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li><li>Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.</li><li>New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.</li><li>Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.</li><li>U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.</li><li>Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li></ul><p>Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.</p><p>Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.</p><p>The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.</p><h3><b>Investor Takeaway</b></h3><p>Apple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.</p><p>At itsF3Q earnings call, according to Luca Maestri - SVP &amp; CFO:</p><blockquote>“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”</blockquote><p>Table 2 shows Apple&#39;s revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.</p><p>Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.</p><p>Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb1c84c3fdbe6c680c06f4b5ddd9064\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Chart 2</span></p><p>My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”</p><p>Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687b5eefc5a181794d19e62d3abe4c8f\" tg-width=\"634\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Chart 3</span></p><p>While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2eab5a850395d356059c7c5ab760570b\" tg-width=\"634\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>Chart 4</span></p><p>An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.</p><p>There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.</p><p>Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it&#39;s the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.</p><p>My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.</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: Buy Now And Think Outside The Box</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\">\nApple: Buy Now And Think Outside The Box\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175758634","content_text":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.Apple's lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.Apple stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.Apple's September 7 Event - Earlier Than Usual A Positive With No Supply Chain ProblemsApple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.AppleThis suggests that Apple’s supply chain is under control and can deliver on time. In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.Last year's iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.Smartphone Shipments May Be Down, But Apple is Up – A PositiveMuch of the negative news surrounding the consumer electronics market is a headline that's not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.Strategy AnalyticsChart 1Will Dour Economy Influence iPhone 14 Sales?Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.I see the move as an opportunity for Apple tojump startits supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It's also geared to app developers, many of which are small businesses.In the past two weeks on thepositive economic side:Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.Producer prices fell 0.5% in July from the month before.Home prices jumped to a record high in the second quarterU.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.On the not-so-positive side:Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.Investor TakeawayApple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.At itsF3Q earnings call, according to Luca Maestri - SVP & CFO:“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”Table 2 shows Apple's revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.Chart 2My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.Chart 3While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.Chart 4An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it's the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":130271172,"gmtCreate":1621554756896,"gmtModify":1704359445831,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Tesla up to $900","listText":"Tesla up to $900","text":"Tesla up to $900","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/130271172","repostId":"1105922542","repostType":4,"repost":{"id":"1105922542","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621519192,"share":"https://ttm.financial/m/news/1105922542?lang=&edition=fundamental","pubTime":"2021-05-20 21:59","market":"us","language":"en","title":"EV stocks rebounded in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1105922542","media":"Tiger Newspress","summary":"EV stocks rebounded in Thursday morning trading.Tesla and Li Auto rose more than 3%,NIO and Xpeng Mo","content":"<p>EV stocks rebounded in Thursday&nbsp;morning trading.Tesla&nbsp;and&nbsp;Li Auto&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%,NIO&nbsp;and&nbsp;Xpeng Motors&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%.</p><p><img src=\"https://static.tigerbbs.com/d4c9a50c8d07df25c5400da73763682e\" tg-width=\"379\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rebounded in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rebounded in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-20 21:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks rebounded in Thursday&nbsp;morning trading.Tesla&nbsp;and&nbsp;Li Auto&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%,NIO&nbsp;and&nbsp;Xpeng Motors&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%.</p><p><img src=\"https://static.tigerbbs.com/d4c9a50c8d07df25c5400da73763682e\" tg-width=\"379\" tg-height=\"356\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","NIU":"小牛电动"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105922542","content_text":"EV stocks rebounded in Thursday morning trading.Tesla and Li Auto rose more than 3%,NIO and Xpeng Motors rose more than 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926921759,"gmtCreate":1671451614872,"gmtModify":1676538538364,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926921759","repostId":"2292886262","repostType":4,"repost":{"id":"2292886262","kind":"highlight","pubTimestamp":1671463802,"share":"https://ttm.financial/m/news/2292886262?lang=&edition=fundamental","pubTime":"2022-12-19 23:30","market":"us","language":"en","title":"The Fed Crushed Investors' Hopes Of A Santa Claus Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2292886262","media":"Seeking Alpha","summary":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/i","content":"<html><head></head><body><h2>Summary</h2><ul><li>Bloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.</li><li>So the hammering last week could have stunned these investors? Isn&#39;t November&#39;s CPI print constructive?</li><li>Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.</li><li>Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.</li><li>Where we land next could determine whether the market anticipates a severe recession. Just don&#39;t expect Santa to be on time this year.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d13e0a8d019aac2afb7cc74821154791\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Win McNamee</span></p><h2>Fed Chair Jerome Powell&#39;s Finest Hawkish Moment</h2><p>The FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed&#39;s revised median terminal rate of 5.1% slightly ahead of the economists&#39; consensus.</p><p>Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.</p><p>Some commentators suggested that the Fed&#39;s credibility could be tested, as they view the target as &#34;no longer credible.&#34; For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as &#34;businesses need price stability, but can thrive in a world with 3% stable inflation.&#34;</p><p>Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed&#39;s decision to keep to its 2% inflation target. Summers articulated that &#34;[he&#39;s] gratified to see the ways in which the Fed has caught up.&#34;</p><p>The Fed&#39;s revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November&#39;s CPI release (December 13) to Powell&#39;s presser (December 14).</p><p>UBS Securities economist Alan Detmeister articulated that the Fed&#39;s SEP indicates that &#34;[it has] extremely strong December numbers for inflation written in.&#34; However, the timing of November&#39;s CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:</p><blockquote>Very few of them would have probably gone ahead and updated their submissions and really worked out what it would&#39;ve taken in December to hit that target. - <i>Bloomberg</i></blockquote><h2>Is The Fed Willing To Drive A Deep Recession?</h2><p>Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be &#34;bluffing.&#34;</p><p>RBC chief US economist Tom Porcelli even argued: &#34;This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.&#34;</p><p>Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn&#39;t have a crystal ball. Still, BofA strategists stressed that they see the potential for a &#34;Fed policy mistake driving hard landing.&#34;</p><p>However, Edward Yardeni maintained his call in his December 15 briefing that the Fed&#39;s &#34;soft-landing forecast makes sense to us.&#34;</p><p>Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.</p><p>Furthermore, S&amp;P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:</p><blockquote>We got the steepest downturn we&#39;ve seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - <i>WSJ</i></blockquote><p>Hence, could the Fed&#39;s head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?</p><p>Even Summers has not ruled out that the labor market could be hit with a &#34;particularly sharp weakening,&#34; helping to alleviate one of the most consistent drivers of inflation markedly.</p><h2>The Market Was Already Primed For A Pullback, Regardless</h2><p>However, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November&#39;s CPI metrics to our members:</p><blockquote><i>The market is still primed for a pullback.</i> I [have already] revised the <i>short-term market bias on November 22 to Bearish.</i> We got the [initial] pullback, but it wasn&#39;t enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday&#39;s [December 13, post-CPI release] possible bull trap price action, I&#39;ve revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today&#39;s FOMC presser. - <i>Ultimate Growth Investing December 14 - Pre-market briefing</i></blockquote><p>That&#39;s right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that &#34;we have the bullish reversal condition that we need. So, we are good to go.&#34; During those days, we vividly recall that the media and strategists were highly pessimistic.</p><p>We even highlighted in October to members that &#34;money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.&#34; Therefore, we aren&#39;t surprised that Bloomberg reported:</p><blockquote>After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&amp;P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - Bloomberg</blockquote><h2>Takeaway</h2><p>Recall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.</p><p>Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don&#39;t FOMO again.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed Crushed Investors' Hopes Of A Santa Claus 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\">\nThe Fed Crushed Investors' Hopes Of A Santa Claus Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4565109-fed-crushed-investors-hopes-santa-claus-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292886262","content_text":"SummaryBloomberg reported investors poured nearly $25B into equities over the past week, as retail/institutional investors likely went into FOMO mode after the market bottomed in October.So the hammering last week could have stunned these investors? Isn't November's CPI print constructive?Yet the Fed was never in doubt as it emphasized that it would not adjust its 2% inflation target.Hence, the post-CPI rally has proved to be the bull trap the market needed to start the pullback in earnest.Where we land next could determine whether the market anticipates a severe recession. Just don't expect Santa to be on time this year.Win McNameeFed Chair Jerome Powell's Finest Hawkish MomentThe FOMC delivered and did not disappoint. We had already prepared ourselves for a hawkish Fed through the end of 2023, with the Fed's revised median terminal rate of 5.1% slightly ahead of the economists' consensus.Hence, the critical question is whether the Fed is committed to maintaining its inflation target of 2%, even as Fed Chair Jerome Powell brushed off any suggestion of a change.Some commentators suggested that the Fed's credibility could be tested, as they view the target as \"no longer credible.\" For example, Pershing Square Capital Management founder Bill Ackman articulated that the Fed should adjust its target, seeing 3% as a viable target, as \"businesses need price stability, but can thrive in a world with 3% stable inflation.\"Notwithstanding, former Treasury Secretary Lawrence Summers applauded the Fed's decision to keep to its 2% inflation target. Summers articulated that \"[he's] gratified to see the ways in which the Fed has caught up.\"The Fed's revised summary of economic projections (SEP) suggests its PCE inflation forecasts have been raised to 2.1% by 2025 from its previous 2% projections in September. However, market forecasters are debating whether the Fed has incorporated the latest CPI report into its SEP, given the short notice from November's CPI release (December 13) to Powell's presser (December 14).UBS Securities economist Alan Detmeister articulated that the Fed's SEP indicates that \"[it has] extremely strong December numbers for inflation written in.\" However, the timing of November's CPI print might not have been reflected accordingly, even though Powell maintained in the pressor that such data points had been considered. Detmeister highlighted:Very few of them would have probably gone ahead and updated their submissions and really worked out what it would've taken in December to hit that target. - BloombergIs The Fed Willing To Drive A Deep Recession?Hence, investors looking through the recent media releases and commentary from economists and market strategists are likely more confused as they parse whether the Fed could be \"bluffing.\"RBC chief US economist Tom Porcelli even argued: \"This aggressive hiking cycle is going to cause some damage. The Fed will cut rates twice in 2023.\"Sure, bulls think that the Fed could be forced to cut rates, as even its revised SEP suggests a recession is looking increasingly likely. However, Powell declined to predict whether one could occur, emphasizing he doesn't have a crystal ball. Still, BofA strategists stressed that they see the potential for a \"Fed policy mistake driving hard landing.\"However, Edward Yardeni maintained his call in his December 15 briefing that the Fed's \"soft-landing forecast makes sense to us.\"Therefore, we believe investors have likely gleaned a series of confusing commentary rather than clarity as strategists and economists assess whether the Fed could force a recession to keep its commitment to pressing down inflation.Furthermore, S&P Global highlighted in a recent commentary that it sees inflationary pressures abating across the US economy, including services. It articulated:We got the steepest downturn we've seen since the global financial crisis, if the initial lockdown period is excluded. The good news is that this downturn in the economy is alleviating inflationary pressures. - WSJHence, could the Fed's head be turned, even as it expects to continue hiking rates through the end of 2023? Would the Fed be responsive enough to a potential policy error that could drive the economy to a deeper downturn than the FOMC had planned for?Even Summers has not ruled out that the labor market could be hit with a \"particularly sharp weakening,\" helping to alleviate one of the most consistent drivers of inflation markedly.The Market Was Already Primed For A Pullback, RegardlessHowever, despite the sharp recovery in October and the positive CPI print on Wednesday, we believe that market operators were never in doubt. The market was well-primed for a pullback. We also articulated in a recent commentary after the release of November's CPI metrics to our members:The market is still primed for a pullback. I [have already] revised the short-term market bias on November 22 to Bearish. We got the [initial] pullback, but it wasn't enough on the medium-term chart. So, [on December 12], I revised [the short-term bias] to Neutral to reflect the recent pullback [as] short-term indicators [are] no longer overbought. But, with yesterday's [December 13, post-CPI release] possible bull trap price action, I've revised it down one notch to Bearish-Neutral for our short-term bias. I will discuss this in more detail after we get more clarity on today's FOMC presser. - Ultimate Growth Investing December 14 - Pre-market briefingThat's right. The market has drawn in investors astutely into FOMO mode as they feared they missed its October lows. We highlighted to our members on October 21 that \"we have the bullish reversal condition that we need. So, we are good to go.\" During those days, we vividly recall that the media and strategists were highly pessimistic.We even highlighted in October to members that \"money managers are sitting on the highest levels of dry powder waiting to be deployed in twenty years.\" Therefore, we aren't surprised that Bloomberg reported:After a month of drawing down positions, investors poured $25 billion in stocks in the week through Wednesday only to see the S&P 500 plummet as the Federal Reserve and other central banks stuck with hawkish stances that threaten to spur a recession. - BloombergTakeawayRecall we mentioned that we revised our short-term market bias to Bearish on November 22, nearly four weeks ago. The market had prepared for this moment for a while, drawing in unsuspecting retail/institutional investors into FOMO, anticipating the Santa Claus rally to unfold.Our suggestion is this: Be wary. The pullback is likely far from over, and where it takes us next could portend whether October lows could be sustained. And don't FOMO again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372503656,"gmtCreate":1619225098475,"gmtModify":1704721452241,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"AMD up up up !","listText":"AMD up up up !","text":"AMD up up up !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/372503656","repostId":"1180713929","repostType":4,"repost":{"id":"1180713929","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619191972,"share":"https://ttm.financial/m/news/1180713929?lang=&edition=fundamental","pubTime":"2021-04-23 23:32","market":"us","language":"en","title":"Why AMD Stock Popped After Intel's Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=1180713929","media":"Tiger Newspress","summary":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDA","content":"<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Popped After Intel's Earnings Beat</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 AMD Stock Popped After Intel's Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-23 23:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Here's a hint: It's not because Intel reported great news.</p><p><b>What happened</b></p><p>Shares of rising&nbsp;<b>Intel</b>&nbsp;(NASDAQ:INTC)&nbsp;rival and fellow&nbsp;semiconductors&nbsp;giant&nbsp;<b>Advanced Micro Devices</b>&nbsp;(NASDAQ:AMD)&nbsp;popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.</p><p><img src=\"https://static.tigerbbs.com/368e9bc79febd0164dab4a88ffd13c42\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cf04377bf945cfdaa9a52157bb5560f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>So what</b></p><p>Intel, if you haven't heard, actually&nbsp;beat&nbsp;on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.</p><p>Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.</p><p>And the reason this is good news for&nbsp;AMD&nbsp;is that, according to Citi at least, it's AMD that's taking that market share away from Intel.</p><p><b>Now what</b></p><p>So what's an investor to do with all this information?</p><p>At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&amp;P Global Market Intelligencedata.</p><p>Intel may&nbsp;look&nbsp;like&nbsp;a value stockright now, but it's AMD that's gotall the momentum.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180713929","content_text":"Here's a hint: It's not because Intel reported great news.What happenedShares of rising Intel (NASDAQ:INTC) rival and fellow semiconductors giant Advanced Micro Devices (NASDAQ:AMD) popped in early trading on the Nasdaq Friday, the first day afterIntel's disappointing Q1 2021 earnings report. AMD's shares were up 4.5% as of 11:30 a.m. EDT.So whatIntel, if you haven't heard, actually beat on its Q1 earnings. Despite sales declining 1% year over year, the company managed to report a pro forma profit of $1.39 per share, which was ahead of analyst expectations.Regardless, Intel reported a steep 540 basis point decline in its gross margin to 55.2%, and it saw its operating margin cut nearly in half as the company spent heavily to race to catch up to its rivals in advanced computer chips. Analysts at Citigroup commented yesterday that Intel stock appears to be close to its peak valuation and is likely to decline as investors acclimate to the new environment in which Intel is losing, not gaining, market share.And the reason this is good news for AMD is that, according to Citi at least, it's AMD that's taking that market share away from Intel.Now whatSo what's an investor to do with all this information?At a valuation of just 13.6 times trailing earnings, Intel stock certainly looks like a relative bargain when compared with AMD stock, which trades at 38.4 times earnings. But AMD has acash-rich balance sheet, versus Intel that's carrying $13.5 billion in net debt. And analysts see Intel's earnings growing only 10% annually over the next five years, while AMD is pegged for 29.5% annualized earnings growth, according toS&P Global Market Intelligencedata.Intel may look like a value stockright now, but it's AMD that's gotall the momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966136741,"gmtCreate":1669434328984,"gmtModify":1676538197139,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"☺️","listText":"☺️","text":"☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966136741","repostId":"2286650311","repostType":4,"repost":{"id":"2286650311","kind":"highlight","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=&edition=fundamental","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</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: Ignore The Zero-COVID Policy And Manchester United Noise</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: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094973426,"gmtCreate":1645056345642,"gmtModify":1676533991453,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"It will up soon I believe&nbsp;","listText":"It will up soon I believe&nbsp;","text":"It will up soon I believe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094973426","repostId":"2212698654","repostType":4,"repost":{"id":"2212698654","kind":"news","pubTimestamp":1645053179,"share":"https://ttm.financial/m/news/2212698654?lang=&edition=fundamental","pubTime":"2022-02-17 07:12","market":"us","language":"en","title":"Nvidia Dips as Q4 Results Top Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2212698654","media":"Seeking Alpha","summary":"Nvidia (NASDAQ:NVDA) shares dipped in after-hours despite the semiconductor company posting fourth-q","content":"<html><head></head><body><p>Nvidia (NASDAQ:NVDA) shares dipped in after-hours despite the semiconductor company posting fourth-quarter results that beat expectations.</p><p>The Jensen Huang-led Nvidia said it earned $1.32 per share on $7.64 billion in revenue during the period ending January 30, as revenue from Gaming, Data Center and Professional Visualization achieved a record during the period.</p><p>During the period, gaming-related revenue rose 37% year-over-year to $3.42 billion, while data center revenue surged 71% year-over-year to $3.26 billion. Revenue attributed to professional visualization rose 109% year-over-year to $643 million.</p><p>A consensus of Wall Street analysts expected Nvidia to earn $1.22 per share and generate $7.43 billion in revenue.</p><p>Nvidia shares dipped more than 2% in after-hours trading to $259.39.</p><p>For the first-quarter, Nvidia said it expects revenue to be $8.1 billion, plus or minus 2 percent, with GAAP and non-GAAP gross margins at 65.2% and 67%, respectively, plus or minus 50 basis points. Analysts were expecting $7.29 billion in sales for the quarter.</p><p>It expects GAAP operating expenses during the period to be $3.55 billion, including $1.36 billion for the Arm-related write off.</p><p>The company will host a conference call at 5:30 p.m. EST to discuss the results.</p><p>On Wednesday, Nvidia announced it had signed a deal with Jaguar Land Rover to provide software for next-generation vehicles.</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>Nvidia Dips as Q4 Results Top Expectations</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\">\nNvidia Dips as Q4 Results Top Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 07:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3800804-nvidia-rises-after-q4-results-top-expectations><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) shares dipped in after-hours despite the semiconductor company posting fourth-quarter results that beat expectations.The Jensen Huang-led Nvidia said it earned $1.32 per share on ...</p>\n\n<a href=\"https://seekingalpha.com/news/3800804-nvidia-rises-after-q4-results-top-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4549":"软银资本持仓","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","NVDA":"英伟达","BK4567":"ESG概念","BK4527":"明星科技股","BK4543":"AI","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/news/3800804-nvidia-rises-after-q4-results-top-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212698654","content_text":"Nvidia (NASDAQ:NVDA) shares dipped in after-hours despite the semiconductor company posting fourth-quarter results that beat expectations.The Jensen Huang-led Nvidia said it earned $1.32 per share on $7.64 billion in revenue during the period ending January 30, as revenue from Gaming, Data Center and Professional Visualization achieved a record during the period.During the period, gaming-related revenue rose 37% year-over-year to $3.42 billion, while data center revenue surged 71% year-over-year to $3.26 billion. Revenue attributed to professional visualization rose 109% year-over-year to $643 million.A consensus of Wall Street analysts expected Nvidia to earn $1.22 per share and generate $7.43 billion in revenue.Nvidia shares dipped more than 2% in after-hours trading to $259.39.For the first-quarter, Nvidia said it expects revenue to be $8.1 billion, plus or minus 2 percent, with GAAP and non-GAAP gross margins at 65.2% and 67%, respectively, plus or minus 50 basis points. Analysts were expecting $7.29 billion in sales for the quarter.It expects GAAP operating expenses during the period to be $3.55 billion, including $1.36 billion for the Arm-related write off.The company will host a conference call at 5:30 p.m. EST to discuss the results.On Wednesday, Nvidia announced it had signed a deal with Jaguar Land Rover to provide software for next-generation vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897501646,"gmtCreate":1628934196985,"gmtModify":1676529896426,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Tesla up&nbsp;","listText":"Tesla up&nbsp;","text":"Tesla up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897501646","repostId":"2159321505","repostType":2,"repost":{"id":"2159321505","kind":"highlight","pubTimestamp":1628911811,"share":"https://ttm.financial/m/news/2159321505?lang=&edition=fundamental","pubTime":"2021-08-14 11:30","market":"us","language":"en","title":"Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321505","media":"MarketWatch","summary":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. ","content":"<p>Board members would serve for two years rather than three</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p>\n<p>Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p>\n<p>One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s&nbsp;board currently has nine members who are divided into three classes in staggered three-year terms.</p>\n<p>If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the&nbsp;filing.</p>\n<p>The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p>\n<p>Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp&nbsp;founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p>\n<p>Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p>\n<p>The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p>\n<p>Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&amp;P 500 index.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla seeks to reduce board members’ terms, make other changes in October shareholder meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321505","content_text":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.\nOne of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.\nIf the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.\nThe board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.\nTesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.\nTesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.\nThe two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.\nTesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892330725,"gmtCreate":1628638392767,"gmtModify":1676529802324,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Fell some more. Good opportunity to buy.","listText":"Fell some more. Good opportunity to buy.","text":"Fell some more. Good opportunity to buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892330725","repostId":"1199439318","repostType":2,"repost":{"id":"1199439318","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628583651,"share":"https://ttm.financial/m/news/1199439318?lang=&edition=fundamental","pubTime":"2021-08-10 16:20","market":"us","language":"en","title":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","url":"https://stock-news.laohu8.com/highlight/detail?id=1199439318","media":"Tiger Newspress","summary":"Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-10 16:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;the&nbsp;company&nbsp;delivering&nbsp;8,621&nbsp;Chinese-made&nbsp;vehicles&nbsp;in&nbsp;China&nbsp; in July, down 69% from the previous month.</p>\n<p><img src=\"https://static.tigerbbs.com/6658f9412245f1a24a5923cb11933e10\" tg-width=\"859\" tg-height=\"613\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199439318","content_text":"Tesla shares fell 1% in premarket trading,as the company delivering 8,621 Chinese-made vehicles in China  in July, down 69% from the previous month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916549667,"gmtCreate":1664641327959,"gmtModify":1676537488305,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Nio 💪","listText":"Nio 💪","text":"Nio 💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916549667","repostId":"1140828400","repostType":4,"repost":{"id":"1140828400","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1664621005,"share":"https://ttm.financial/m/news/1140828400?lang=&edition=fundamental","pubTime":"2022-10-01 18:43","market":"sg","language":"en","title":"NIO Delivered 10,878 Vehicles in September and Delivered 31,607 Vehicles in Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=1140828400","media":"Tiger Newspress","summary":"NIO today announced its September and third quarter 2022 delivery results.NIO delivered 10,878 vehic","content":"<html><head></head><body><p>NIO today announced its September and third quarter 2022 delivery results.</p><p>NIO delivered 10,878 vehicles in September 2022. The deliveries consisted of 7,729 premium smart electric SUVs including 1,895 ES7s, and 3,149 premium smart electric sedans including 2,928 ET7s and 221 ET5s. NIO delivered 31,607 vehicles in the third quarter of 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries. Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022.</p><p>NIO will host NIO Berlin 2022, a launch event in Europe under the theme “A New Horizon”, on October 7, 2022. The NIO Berlin 2022 will be livestreamed globally at 6:00 PM Central European Time (12:00 PM U.S. Eastern Time on October 7, 2022, or 12:00 AM Beijing Time on October 8, 2022)</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>NIO Delivered 10,878 Vehicles in September and Delivered 31,607 Vehicles in Q3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivered 10,878 Vehicles in September and Delivered 31,607 Vehicles in Q3\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-01 18:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO today announced its September and third quarter 2022 delivery results.</p><p>NIO delivered 10,878 vehicles in September 2022. The deliveries consisted of 7,729 premium smart electric SUVs including 1,895 ES7s, and 3,149 premium smart electric sedans including 2,928 ET7s and 221 ET5s. NIO delivered 31,607 vehicles in the third quarter of 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries. Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022.</p><p>NIO will host NIO Berlin 2022, a launch event in Europe under the theme “A New Horizon”, on October 7, 2022. The NIO Berlin 2022 will be livestreamed globally at 6:00 PM Central European Time (12:00 PM U.S. Eastern Time on October 7, 2022, or 12:00 AM Beijing Time on October 8, 2022)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140828400","content_text":"NIO today announced its September and third quarter 2022 delivery results.NIO delivered 10,878 vehicles in September 2022. The deliveries consisted of 7,729 premium smart electric SUVs including 1,895 ES7s, and 3,149 premium smart electric sedans including 2,928 ET7s and 221 ET5s. NIO delivered 31,607 vehicles in the third quarter of 2022, increasing by 29.3% year-over-year and achieving record-high quarterly deliveries. Cumulative deliveries of NIO vehicles reached 249,504 as of September 30, 2022.NIO will host NIO Berlin 2022, a launch event in Europe under the theme “A New Horizon”, on October 7, 2022. The NIO Berlin 2022 will be livestreamed globally at 6:00 PM Central European Time (12:00 PM U.S. Eastern Time on October 7, 2022, or 12:00 AM Beijing Time on October 8, 2022)","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910952982,"gmtCreate":1663550130746,"gmtModify":1676537287794,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Tesla 💪","listText":"Tesla 💪","text":"Tesla 💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910952982","repostId":"1137891841","repostType":4,"repost":{"id":"1137891841","kind":"news","pubTimestamp":1663560469,"share":"https://ttm.financial/m/news/1137891841?lang=&edition=fundamental","pubTime":"2022-09-19 12:07","market":"us","language":"en","title":"Tesla Stock: Potential Catalysts Not Enough to Turn Fully Bullish, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1137891841","media":"TipRanks","summary":"Not quite.Despite highlighting recent accomplishments such as “profits in the past 4 quarters and record deliveries,” Bagri refrains from giving Tesla his full backing.This is due to “increasing competitive pricing pressure, increasing OpEx to support Gigafactory Shanghai  and Model Y ramps, and the automaker’s history of profitability issues.”Additionally, as the company scales manufacturing of the Model Y and Cybertruck, Bagri anticipates there will be other “obstacles and setbacks.”Accordingl","content":"<div>\n<p>By the end of 2030, global BEV (battery electric vehicle) adoption is anticipated to reach 40%. According to Needham analyst Vikram Bagri, Tesla’s (TSLA)market share of passenger vehicles could reach ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-potential-catalysts-not-enough-to-turn-fully-bullish-says-analyst\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Potential Catalysts Not Enough to Turn Fully Bullish, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Potential Catalysts Not Enough to Turn Fully Bullish, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 12:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-stock-potential-catalysts-not-enough-to-turn-fully-bullish-says-analyst><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By the end of 2030, global BEV (battery electric vehicle) adoption is anticipated to reach 40%. According to Needham analyst Vikram Bagri, Tesla’s (TSLA)market share of passenger vehicles could reach ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-potential-catalysts-not-enough-to-turn-fully-bullish-says-analyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.tipranks.com/news/article/tesla-stock-potential-catalysts-not-enough-to-turn-fully-bullish-says-analyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137891841","content_text":"By the end of 2030, global BEV (battery electric vehicle) adoption is anticipated to reach 40%. According to Needham analyst Vikram Bagri, Tesla’s (TSLA)market share of passenger vehicles could reach ~10%.“Key to our global market share estimate is the company maintaining its high single digit share in China, one of the most mature and competitive markets for EVs,” the analyst explained. “In the West, TSLA has the industry’s most expansive charging network, which helps it maintain its strong market share.”Furthermore, in the here and now, Bagri thinks there are several potential catalysts on the horizon.With the removal of the 200,000-vehicle cap, the Inflation Reduction Act’s renewed eligibility for federal tax credits is one of them. Others include a potential credit rating upgrade to IG (investment grade) by the end of the year, the Cybertruck hitting the market in 2023, the charging network’s expansion and better utilization, and an increase in gross margins brought on by 4680 cells.Another catalyst could come in the form of the Full FSD release to all North American customers in the fourth quarter, although Bagri thinks perfecting the technology “will take more time.”So, as Bagri’s previous rating on the shares was an Underperform (i.e., Sell), is it now time to turn bullish on all things Tesla? Not quite.Despite highlighting recent accomplishments such as “profits in the past 4 quarters and record deliveries,” Bagri refrains from giving Tesla his full backing.This is due to “increasing competitive pricing pressure, increasing OpEx to support Gigafactory Shanghai (and later Europe) and Model Y ramps, and the automaker’s history of profitability issues.”Additionally, as the company scales manufacturing of the Model Y and Cybertruck, Bagri anticipates there will be other “obstacles and setbacks.”Accordingly, then, the rating is upgraded to Hold (i.e., Neutral) with no fixed price target provided.Bagri is now on the fence along with 5 other analysts. 5 others recommend dropping the shares, but 19 other analyst reviews are positive, giving this stock its Moderate Buy consensus rating. Bagri thinks the stock is “fairly priced” and so do most of his colleagues; the $310.31 average target suggests the shares will remain rangebound for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094454629,"gmtCreate":1645227979355,"gmtModify":1676534010120,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094454629","repostId":"2212490673","repostType":4,"repost":{"id":"2212490673","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1645226010,"share":"https://ttm.financial/m/news/2212490673?lang=&edition=fundamental","pubTime":"2022-02-19 07:13","market":"us","language":"en","title":"Wall Street Ends Lower as Investors Eye Ukraine Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2212490673","media":"Reuters","summary":"* Roku tumbles as supply chain issues hit sales* Monthly options expiry seen adding volatilityFeb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warning","content":"<html><head></head><body><p>* Roku tumbles as supply chain issues hit sales</p><p>* Monthly options expiry seen adding volatility</p><p>Feb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warnings of a potential Russian invasion prompted investors to dump risky assets in the run-up to a long weekend.</p><p>The Nasdaq fell sharply, pulled down by declines in high-growth stocks, including Apple, Amazon and Microsoft, each down around.</p><p>Russian-backed separatists packed civilians onto buses out of breakaway regions in east Ukraine, another development in a conflict the West believes Moscow plans to use as justification for all-out invasion of its neighbor. Russia has said it has no intention to attack Ukraine, accusing the West of fear-mongering.</p><p>Speculation about the Federal Reserve&#39;s next move also weighed on equities. New York Fed Bank President John Williams said earlier in the day it would be appropriate to hike interest rates in March, without mentioning the magnitude.</p><p>&#34;This is a confused market, confused about Ukraine, confused about how aggressive the Fed is going to be, and pretty much ignoring very strong earnings results from the fourth quarter,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>Expiration of monthly options contracts was also seen adding to the volatility ahead of the U.S. market holiday on Monday for Presidents&#39; Day.</p><p>The Dow Jones Industrial Average fell 0.68% to end at 34,079.18 points, while the S&amp;P 500 lost 0.72% to 4,348.87.</p><p>The Nasdaq Composite dropped 1.23% to 13,548.07.</p><p>The indexes logged weekly declines for the second straight week, buffeted by rising tensions between Moscow and the West over Ukraine. For the week, the S&amp;P 500 fell 1.6%, the Dow lost 1.9% and the Nasdaq declined 1.8%.</p><p>Intel Corp tumbled 5.3% to its lowest since 2020 after the chipmaker&#39;s turnaround pitch failed to impress investors worried about its loss of market share.</p><p>About 78% of the 417 S&amp;P 500 companies have in this reporting season posted quarterly earnings above analyst estimates as per Refinitiv data.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> slumped 22% after the streaming platform&#39;s disappointing quarterly revenue and first-quarter outlook.</p><p>DraftKings Inc also fell 22% after the sports-betting company forecast a bigger-than anticipated 2022 loss.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 28 new lows; the Nasdaq Composite recorded 19 new highs and 395 new lows.</p><p>Volume on U.S. exchanges was 11.3 billion shares, compared with the 12.3 billion average over the last 20 trading days.</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>Wall Street Ends Lower as Investors Eye Ukraine Conflict</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\">\nWall Street Ends Lower as Investors Eye Ukraine Conflict\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-19 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Roku tumbles as supply chain issues hit sales</p><p>* Monthly options expiry seen adding volatility</p><p>Feb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warnings of a potential Russian invasion prompted investors to dump risky assets in the run-up to a long weekend.</p><p>The Nasdaq fell sharply, pulled down by declines in high-growth stocks, including Apple, Amazon and Microsoft, each down around.</p><p>Russian-backed separatists packed civilians onto buses out of breakaway regions in east Ukraine, another development in a conflict the West believes Moscow plans to use as justification for all-out invasion of its neighbor. Russia has said it has no intention to attack Ukraine, accusing the West of fear-mongering.</p><p>Speculation about the Federal Reserve&#39;s next move also weighed on equities. New York Fed Bank President John Williams said earlier in the day it would be appropriate to hike interest rates in March, without mentioning the magnitude.</p><p>&#34;This is a confused market, confused about Ukraine, confused about how aggressive the Fed is going to be, and pretty much ignoring very strong earnings results from the fourth quarter,&#34; said Tim Ghriskey, senior portfolio strategist at Ingalls &amp; Snyder in New York.</p><p>Expiration of monthly options contracts was also seen adding to the volatility ahead of the U.S. market holiday on Monday for Presidents&#39; Day.</p><p>The Dow Jones Industrial Average fell 0.68% to end at 34,079.18 points, while the S&amp;P 500 lost 0.72% to 4,348.87.</p><p>The Nasdaq Composite dropped 1.23% to 13,548.07.</p><p>The indexes logged weekly declines for the second straight week, buffeted by rising tensions between Moscow and the West over Ukraine. For the week, the S&amp;P 500 fell 1.6%, the Dow lost 1.9% and the Nasdaq declined 1.8%.</p><p>Intel Corp tumbled 5.3% to its lowest since 2020 after the chipmaker&#39;s turnaround pitch failed to impress investors worried about its loss of market share.</p><p>About 78% of the 417 S&amp;P 500 companies have in this reporting season posted quarterly earnings above analyst estimates as per Refinitiv data.</p><p><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> slumped 22% after the streaming platform&#39;s disappointing quarterly revenue and first-quarter outlook.</p><p>DraftKings Inc also fell 22% after the sports-betting company forecast a bigger-than anticipated 2022 loss.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 8 new 52-week highs and 28 new lows; the Nasdaq Composite recorded 19 new highs and 395 new lows.</p><p>Volume on U.S. exchanges was 11.3 billion shares, compared with the 12.3 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品",".DJI":"道琼斯","INTC":"英特尔","SPY":"标普500ETF","BK4512":"苹果概念","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","ROKU":"Roku Inc","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4524":"宅经济概念","BK4535":"淡马锡持仓",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212490673","content_text":"* Roku tumbles as supply chain issues hit sales* Monthly options expiry seen adding volatilityFeb 18 (Reuters) - Wall Street ended lower on Friday after escalating tensions in Ukraine and U.S. warnings of a potential Russian invasion prompted investors to dump risky assets in the run-up to a long weekend.The Nasdaq fell sharply, pulled down by declines in high-growth stocks, including Apple, Amazon and Microsoft, each down around.Russian-backed separatists packed civilians onto buses out of breakaway regions in east Ukraine, another development in a conflict the West believes Moscow plans to use as justification for all-out invasion of its neighbor. Russia has said it has no intention to attack Ukraine, accusing the West of fear-mongering.Speculation about the Federal Reserve's next move also weighed on equities. New York Fed Bank President John Williams said earlier in the day it would be appropriate to hike interest rates in March, without mentioning the magnitude.\"This is a confused market, confused about Ukraine, confused about how aggressive the Fed is going to be, and pretty much ignoring very strong earnings results from the fourth quarter,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.Expiration of monthly options contracts was also seen adding to the volatility ahead of the U.S. market holiday on Monday for Presidents' Day.The Dow Jones Industrial Average fell 0.68% to end at 34,079.18 points, while the S&P 500 lost 0.72% to 4,348.87.The Nasdaq Composite dropped 1.23% to 13,548.07.The indexes logged weekly declines for the second straight week, buffeted by rising tensions between Moscow and the West over Ukraine. For the week, the S&P 500 fell 1.6%, the Dow lost 1.9% and the Nasdaq declined 1.8%.Intel Corp tumbled 5.3% to its lowest since 2020 after the chipmaker's turnaround pitch failed to impress investors worried about its loss of market share.About 78% of the 417 S&P 500 companies have in this reporting season posted quarterly earnings above analyst estimates as per Refinitiv data.Roku Inc slumped 22% after the streaming platform's disappointing quarterly revenue and first-quarter outlook.DraftKings Inc also fell 22% after the sports-betting company forecast a bigger-than anticipated 2022 loss.Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 2.10-to-1 ratio favored decliners.The S&P 500 posted 8 new 52-week highs and 28 new lows; the Nasdaq Composite recorded 19 new highs and 395 new lows.Volume on U.S. exchanges was 11.3 billion shares, compared with the 12.3 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090402948,"gmtCreate":1643240943899,"gmtModify":1676533788742,"author":{"id":"3567916089112278","authorId":"3567916089112278","name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567916089112278","authorIdStr":"3567916089112278"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090402948","repostId":"1178016989","repostType":4,"repost":{"id":"1178016989","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643235363,"share":"https://ttm.financial/m/news/1178016989?lang=&edition=fundamental","pubTime":"2022-01-27 06:16","market":"us","language":"en","title":"Tesla Earnings and Revenue Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1178016989","media":"Tiger Newspress","summary":"Tesla Incon Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.The ou","content":"<html><head></head><body><p>Tesla Inc on Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.</p><p>The outlook showed that even Tesla cannot avoid the shortages that were pitfalls for many larger automakers last year. And Tesla has the additional challenge of opening two new factories this year with chips and other parts in short supply.</p><p>Shares rose 1% in after-hours trade after an initial drop.</p><p><img src=\"https://static.tigerbbs.com/46f007552cb80008adaf35c64c2efdef\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Here’s how the company performed:</p><ul><li><b>Earnings (adjusted):</b> $2.52 per share, vs. $2.36 per share expected by analysts, according to Refinitiv</li><li><b>Revenue:</b>$17.72 billion, vs. $16.57 billion expected by analysts, according to Refinitiv</li></ul><p>Revenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.</p><p>Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.</p><p>Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.</p><p>“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.</p><p>In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)</p><p>Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.</p><p>The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.</p><p>Tesla&#39;s $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.</p><p>Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.</p><p>The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.</p><p>CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.</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>Tesla Earnings and Revenue Beat Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings and Revenue Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc on Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.</p><p>The outlook showed that even Tesla cannot avoid the shortages that were pitfalls for many larger automakers last year. And Tesla has the additional challenge of opening two new factories this year with chips and other parts in short supply.</p><p>Shares rose 1% in after-hours trade after an initial drop.</p><p><img src=\"https://static.tigerbbs.com/46f007552cb80008adaf35c64c2efdef\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Here’s how the company performed:</p><ul><li><b>Earnings (adjusted):</b> $2.52 per share, vs. $2.36 per share expected by analysts, according to Refinitiv</li><li><b>Revenue:</b>$17.72 billion, vs. $16.57 billion expected by analysts, according to Refinitiv</li></ul><p>Revenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.</p><p>Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.</p><p>Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.</p><p>“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.</p><p>In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)</p><p>Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.</p><p>The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.</p><p>Tesla&#39;s $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.</p><p>Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.</p><p>The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.</p><p>CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178016989","content_text":"Tesla Inc on Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.The outlook showed that even Tesla cannot avoid the shortages that were pitfalls for many larger automakers last year. And Tesla has the additional challenge of opening two new factories this year with chips and other parts in short supply.Shares rose 1% in after-hours trade after an initial drop.Here’s how the company performed:Earnings (adjusted): $2.52 per share, vs. $2.36 per share expected by analysts, according to RefinitivRevenue:$17.72 billion, vs. $16.57 billion expected by analysts, according to RefinitivRevenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.Tesla's $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}