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Sky1z3
2023-04-17
Nice
3 Tech Stocks Down 43% to 87% That Are Ready to Skyrocket
Sky1z3
2022-03-24
SOFI is at a good price to start wheeling
Sky1z3
2021-06-16
Nice
Why Goldman Sachs Changed Its Mind On Apple Stock
Sky1z3
2021-06-16
Wow
ContextLogic gained as much as 10% a few minutes ago
Sky1z3
2021-06-16
Nice
Asian shares rise in early trade, investors eye Fed meeting
Sky1z3
2021-06-16
Amaxing
Sky1z3
2021-06-16
Gg strong
Sky1z3
2021-06-15
Buy soon
Sky1z3
2021-06-15
$Tesla Motors(TSLA)$
diamond hands
Sky1z3
2021-06-15
Hi
Sorry, the original content has been removed
Sky1z3
2021-06-15
Wowoww
Sorry, the original content has been removed
Sky1z3
2021-06-15
Nice
FOMC Preview: "It's Like The Titanic Running At Full Speed. In Fog. At Night"
Sky1z3
2021-06-15
Wow
Tesla Going Through A "Rather Dry Spell", Says Morgan Stanley's Adam Jonas
Sky1z3
2021-06-15
$Palantir Technologies Inc.(PLTR)$
yay
Sky1z3
2021-03-07
Palantir at a discount?
Sky1z3
2021-03-07
$400 looks like a good entry price
Sky1z3
2021-03-05
Ooo
Why oil could miss out on the next commodity supercycle
Sky1z3
2021-03-05
Oo
Stock-market crash? No, but rising bond yields are sparking a nerve-racking rotation below the surface
Sky1z3
2021-03-04
Still dropping hmm
Sky1z3
2021-03-03
Will it go up or down?
Go to Tiger App to see more news
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09:02","market":"us","language":"en","title":"3 Tech Stocks Down 43% to 87% That Are Ready to Skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2327491484","media":"Motley Fool","summary":"A massive drop in a stock price is not necessarily a death knell for an investment.","content":"<html><head></head><body><p>The 2022 technology bear market left numerous tech stocks reeling. Many of these companies lost most of their value over a short time frame, and some may never again reach their all-time highs.</p><p>Still, other tech stocks may have found a path to recovery, even some that lost more than 80% of their value. Ultimately, low valuations, improving profits, and new products should take stocks like <strong>Advanced Micro Devices</strong>, <strong>Palantir</strong>, and <strong>Roku</strong> back to all-time highs and beyond.</p><h2>AMD's long-term growth prospects look good, even though the current PC market stinks</h2><p><strong>Jake Lerch (Advanced Micro Devices):</strong> Shares of semiconductor powerhouse AMD are already up 40% this year. So is it too late to jump on board? I don't think so. Consider this: Shares remain more than 43% off their all-time high.</p><p>What's more, AMD's long-term growth prospects remain excellent. The demand for the company's cutting-edge chips should grow by leaps and bounds in the coming years as artificial intelligence (AI), cloud computing, and autonomous driving really take off.</p><p>In the meantime, the weak personal computer market will likely weigh on AMD's share price. Analysts expect little to no revenue growth in 2023. However, Wall Street estimates climb to 17% in 2024.</p><p>Until the PC market recovers, AMD's management -- led by longtime Chief Executive Officer Lisa Su -- can lean on the outstanding growth coming from the company's Data Center unit. Strategic partnerships, including an alliance with <strong>Microsoft</strong>, demonstrate that AMD's chips remain essential to the high-performance computing (HPC) landscape.</p><p>In addition, this year's enormous rally in <strong>Bitcoin</strong> -- the virtual currency has nearly doubled in value since the start of the year -- could spark increased demand for AMD's GPUs, which can be used for mining Bitcoin.</p><p>Lastly, a reminder that since Su was named AMD CEO in October 2014, AMD shares have risen by 2,710%. That means a $10,000 investment made in 2014 would have grown to $280,690 today. In short, investors who have put their trust in Su have been handsomely rewarded. And I wouldn't start betting against her now.</p><h2>This company credits AI with driving a long-awaited turnaround</h2><p><strong>Will Healy</strong> <strong>(Palantir): </strong>One might assume it is too late to buy Palantir stock, as it has risen over 40% from its December low. But that assumption is likely wrong. Despite the recent surge, Palantir still sells at an 82% discount from its all-time high.</p><p>The recent resurgence occurred as investors took a greater interest in AI, a key component of powering Palantir's software. Its Gotham and Foundry platforms utilize AI to drive their analyses, applying the technology to upstream and downstream operations and improving its models continuously through machine learning.</p><p>Additionally, CEO Alex Karp disclosed in his April 7 letter that it will release a new artificial intelligence platform, otherwise known as the AIP. It combines its proprietary machine learning technology with the newest large language models, of which OpenAI's ChatGPT is a likely example.</p><p>Palantir expects to release AIP in late May. While the company cannot guarantee its success, the product could help cement its place as one of the leading AI companies.</p><p>Moreover, Karp credited AI with increasing sales in the most recent earnings call. With the help of AI, its revenue of $1.9 billion rose 24% year over year. And while the company lost $371 million for the year, income figures point to hope. In the fourth quarter, Palantir achieved profitability, reporting a $33 million profit. Although $45 million in net gains from investments made the difference, operating losses fell to less than $18 million, an indication it could achieve both generally accepted accounting principles (GAAP) and non-GAAP profitability in 2023.</p><p>Furthermore, during 2021, its price-to-sales (P/S) ratio rarely dipped below 24 and even reached a high of 46 at one point. Today, it sells for 9 times sales, below its valuation on its September 2020 IPO day. With its deeper push into AI, improving financials, and discounted sales multiple, its recent move higher could easily signify the beginning of a long-awaited comeback.</p><h2>Roku stock is primed to roar back with gusto</h2><p><strong>Justin Pope</strong> <strong>(Roku)</strong>: Wall Street loved the streaming platform during the pandemic, but shares have fallen in spectacularly painful fashion to the tune of 87% from their former high. The below chart paints a pretty clear picture of the stock's struggles -- Roku's growth has virtually flatlined. Investors don't like investing in companies that aren't growing.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a77bccc5f5b1cbc25f2431358538ec6\" tg-width=\"720\" tg-height=\"433\"/></p><p>ROKU Revenue (Quarterly YoY Growth) data by YCharts.</p><p>However, a closer look gives hope for a recovery. Roku's platform segment, which contributed 86% of total revenue in 2022, relies heavily on ad sales. Advertising is a cyclical industry, and brands won't spend to advertise their products if they don't feel that consumers can afford them. Consumer sentiment is low; many economists believe the U.S. is headed for a recession. In other words, it's a bad time to be Roku.</p><p>But that doesn't mean people aren't using Roku's platform -- quite the contrary. Roku had 70 million users at the end of 2022, up 16% from the prior year. It had 36.9 million users entering 2020, meaning that many people got Roku devices during the pandemic, and that number keeps growing. It's reasonable to expect Roku's growth to resume when advertising spending picks up because Roku will be advertising to a much bigger audience than before.</p><p>Meanwhile, Roku's stock has become a flat-out bargain. The stock trades at a P/S of just 2.6, a far cry from what was once higher than 30. Investors shouldn't expect a P/S of 30, but even a modest uptick to a P/S of five could make this stock a market-beater. Watch for signs of an eventual rebound in advertising, and hold tight for liftoff.</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 Tech Stocks Down 43% to 87% That Are Ready to Skyrocket</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 Tech Stocks Down 43% to 87% That Are Ready to Skyrocket\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-17 09:02 GMT+8 <a href=https://www.fool.com/investing/2023/04/16/3-tech-stocks-down-43-to-87-that-are-ready-to-skyr/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 2022 technology bear market left numerous tech stocks reeling. Many of these companies lost most of their value over a short time frame, and some may never again reach their all-time highs.Still, ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/16/3-tech-stocks-down-43-to-87-that-are-ready-to-skyr/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","PLTR":"Palantir Technologies Inc.","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2023/04/16/3-tech-stocks-down-43-to-87-that-are-ready-to-skyr/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2327491484","content_text":"The 2022 technology bear market left numerous tech stocks reeling. Many of these companies lost most of their value over a short time frame, and some may never again reach their all-time highs.Still, other tech stocks may have found a path to recovery, even some that lost more than 80% of their value. Ultimately, low valuations, improving profits, and new products should take stocks like Advanced Micro Devices, Palantir, and Roku back to all-time highs and beyond.AMD's long-term growth prospects look good, even though the current PC market stinksJake Lerch (Advanced Micro Devices): Shares of semiconductor powerhouse AMD are already up 40% this year. So is it too late to jump on board? I don't think so. Consider this: Shares remain more than 43% off their all-time high.What's more, AMD's long-term growth prospects remain excellent. The demand for the company's cutting-edge chips should grow by leaps and bounds in the coming years as artificial intelligence (AI), cloud computing, and autonomous driving really take off.In the meantime, the weak personal computer market will likely weigh on AMD's share price. Analysts expect little to no revenue growth in 2023. However, Wall Street estimates climb to 17% in 2024.Until the PC market recovers, AMD's management -- led by longtime Chief Executive Officer Lisa Su -- can lean on the outstanding growth coming from the company's Data Center unit. Strategic partnerships, including an alliance with Microsoft, demonstrate that AMD's chips remain essential to the high-performance computing (HPC) landscape.In addition, this year's enormous rally in Bitcoin -- the virtual currency has nearly doubled in value since the start of the year -- could spark increased demand for AMD's GPUs, which can be used for mining Bitcoin.Lastly, a reminder that since Su was named AMD CEO in October 2014, AMD shares have risen by 2,710%. That means a $10,000 investment made in 2014 would have grown to $280,690 today. In short, investors who have put their trust in Su have been handsomely rewarded. And I wouldn't start betting against her now.This company credits AI with driving a long-awaited turnaroundWill Healy (Palantir): One might assume it is too late to buy Palantir stock, as it has risen over 40% from its December low. But that assumption is likely wrong. Despite the recent surge, Palantir still sells at an 82% discount from its all-time high.The recent resurgence occurred as investors took a greater interest in AI, a key component of powering Palantir's software. Its Gotham and Foundry platforms utilize AI to drive their analyses, applying the technology to upstream and downstream operations and improving its models continuously through machine learning.Additionally, CEO Alex Karp disclosed in his April 7 letter that it will release a new artificial intelligence platform, otherwise known as the AIP. It combines its proprietary machine learning technology with the newest large language models, of which OpenAI's ChatGPT is a likely example.Palantir expects to release AIP in late May. While the company cannot guarantee its success, the product could help cement its place as one of the leading AI companies.Moreover, Karp credited AI with increasing sales in the most recent earnings call. With the help of AI, its revenue of $1.9 billion rose 24% year over year. And while the company lost $371 million for the year, income figures point to hope. In the fourth quarter, Palantir achieved profitability, reporting a $33 million profit. Although $45 million in net gains from investments made the difference, operating losses fell to less than $18 million, an indication it could achieve both generally accepted accounting principles (GAAP) and non-GAAP profitability in 2023.Furthermore, during 2021, its price-to-sales (P/S) ratio rarely dipped below 24 and even reached a high of 46 at one point. Today, it sells for 9 times sales, below its valuation on its September 2020 IPO day. With its deeper push into AI, improving financials, and discounted sales multiple, its recent move higher could easily signify the beginning of a long-awaited comeback.Roku stock is primed to roar back with gustoJustin Pope (Roku): Wall Street loved the streaming platform during the pandemic, but shares have fallen in spectacularly painful fashion to the tune of 87% from their former high. The below chart paints a pretty clear picture of the stock's struggles -- Roku's growth has virtually flatlined. Investors don't like investing in companies that aren't growing.ROKU Revenue (Quarterly YoY Growth) data by YCharts.However, a closer look gives hope for a recovery. Roku's platform segment, which contributed 86% of total revenue in 2022, relies heavily on ad sales. Advertising is a cyclical industry, and brands won't spend to advertise their products if they don't feel that consumers can afford them. Consumer sentiment is low; many economists believe the U.S. is headed for a recession. In other words, it's a bad time to be Roku.But that doesn't mean people aren't using Roku's platform -- quite the contrary. Roku had 70 million users at the end of 2022, up 16% from the prior year. It had 36.9 million users entering 2020, meaning that many people got Roku devices during the pandemic, and that number keeps growing. It's reasonable to expect Roku's growth to resume when advertising spending picks up because Roku will be advertising to a much bigger audience than before.Meanwhile, Roku's stock has become a flat-out bargain. The stock trades at a P/S of just 2.6, a far cry from what was once higher than 30. Investors shouldn't expect a P/S of 30, but even a modest uptick to a P/S of five could make this stock a market-beater. Watch for signs of an eventual rebound in advertising, and hold tight for liftoff.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037583482,"gmtCreate":1648136842616,"gmtModify":1676534308587,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"SOFI is at a good price to start wheeling","listText":"SOFI is at a good price to start wheeling","text":"SOFI is at a good price to start wheeling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037583482","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169083823,"gmtCreate":1623809075662,"gmtModify":1703820116596,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169083823","repostId":"1109582645","repostType":4,"repost":{"id":"1109582645","pubTimestamp":1623808952,"share":"https://www.laohu8.com/m/news/1109582645?lang=&edition=full","pubTime":"2021-06-16 10:02","market":"us","language":"en","title":"Why Goldman Sachs Changed Its Mind On Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1109582645","media":"TheStreet","summary":"After being on the spotlight for latching on to his pessimism over Apple stock, even following stron","content":"<p>After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.</p>\n<p>The Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.</p>\n<p><b>iPhone at the center of the bear case</b></p>\n<p>At the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:</p>\n<blockquote>\n “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”\n</blockquote>\n<p>To be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint at the start of the 5G cycle.</p>\n<p>The plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.</p>\n<p>Therefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89631d8083d43e0daee7828d45e7a67a\" tg-width=\"627\" tg-height=\"453\"><span>Figure 1: iPhone quarterly revenue ($bn).</span></p>\n<p><b>When Goldman Sachs fell off the horse</b></p>\n<p>Goldman’s rating change on AAPL came in April, after the Cupertino company crushed expectations and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays in the launch of the new device.</p>\n<p>Apple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.</p>\n<p>These numbers probably caught Goldman’s Rod Hall flat-footed.</p>\n<p><b>How Goldman Sachs sees Apple going forward</b></p>\n<p>According to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.</p>\n<p>On the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.</p>\n<p><b>The Apple Maven's take</b></p>\n<p>Rod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.</p>\n<p>While stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.</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 Goldman Sachs Changed Its Mind On Apple Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Goldman Sachs Changed Its Mind On Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:02 GMT+8 <a href=https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109582645","content_text":"After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.\nThe Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.\niPhone at the center of the bear case\nAt the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:\n\n “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”\n\nTo be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint at the start of the 5G cycle.\nThe plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.\nTherefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.\nFigure 1: iPhone quarterly revenue ($bn).\nWhen Goldman Sachs fell off the horse\nGoldman’s rating change on AAPL came in April, after the Cupertino company crushed expectations and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays in the launch of the new device.\nApple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.\nThese numbers probably caught Goldman’s Rod Hall flat-footed.\nHow Goldman Sachs sees Apple going forward\nAccording to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.\nOn the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.\nThe Apple Maven's take\nRod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.\nWhile stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160112969,"gmtCreate":1623774649151,"gmtModify":1703819159800,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160112969","repostId":"1185254731","repostType":4,"repost":{"id":"1185254731","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":1623764438,"share":"https://www.laohu8.com/m/news/1185254731?lang=&edition=full","pubTime":"2021-06-15 21:40","market":"us","language":"en","title":"ContextLogic gained as much as 10% a few minutes ago","url":"https://stock-news.laohu8.com/highlight/detail?id=1185254731","media":"Tiger Newspress","summary":"(June 15) ContextLogic gained as much as 10% a few minutes ago. ContextLogic gained nearly 6% for n","content":"<p>(June 15) ContextLogic gained as much as 10% a few minutes ago. ContextLogic gained nearly 6% for now.</p>\n<p><img src=\"https://static.tigerbbs.com/83f3eeb6c29b019970adceac690d15c3\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>\n<p>ContextLogic signed a two-year partnership with an ecommerce platform,PrestaShop yesterday.</p>\n<p>More than 300,000 merchants and brands on the PrestaShop platform will be able to easily sell to millions of consumers on the Wish marketplace.</p>\n<p>Alan Small, Senior Business Development Manager for Wish in Europe said: “Wish serves millions of consumers around the world by providing high-quality products at affordable prices and a personalized, entertaining shopping experience. Partnering with PrestaShop will enable us to offer our consumers even more quality merchants and brands and to provide Prestashop merchants with a global platform to transact on.”</p>\n<p>Last week,the company's shares surged on attracting attention on the WallStreetBets Reddit forum.</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>ContextLogic gained as much as 10% a few minutes ago</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\">\nContextLogic gained as much as 10% a few minutes ago\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\">2021-06-15 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 15) ContextLogic gained as much as 10% a few minutes ago. ContextLogic gained nearly 6% for now.</p>\n<p><img src=\"https://static.tigerbbs.com/83f3eeb6c29b019970adceac690d15c3\" tg-width=\"663\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>\n<p>ContextLogic signed a two-year partnership with an ecommerce platform,PrestaShop yesterday.</p>\n<p>More than 300,000 merchants and brands on the PrestaShop platform will be able to easily sell to millions of consumers on the Wish marketplace.</p>\n<p>Alan Small, Senior Business Development Manager for Wish in Europe said: “Wish serves millions of consumers around the world by providing high-quality products at affordable prices and a personalized, entertaining shopping experience. Partnering with PrestaShop will enable us to offer our consumers even more quality merchants and brands and to provide Prestashop merchants with a global platform to transact on.”</p>\n<p>Last week,the company's shares surged on attracting attention on the WallStreetBets Reddit forum.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185254731","content_text":"(June 15) ContextLogic gained as much as 10% a few minutes ago. ContextLogic gained nearly 6% for now.\n\nContextLogic signed a two-year partnership with an ecommerce platform,PrestaShop yesterday.\nMore than 300,000 merchants and brands on the PrestaShop platform will be able to easily sell to millions of consumers on the Wish marketplace.\nAlan Small, Senior Business Development Manager for Wish in Europe said: “Wish serves millions of consumers around the world by providing high-quality products at affordable prices and a personalized, entertaining shopping experience. Partnering with PrestaShop will enable us to offer our consumers even more quality merchants and brands and to provide Prestashop merchants with a global platform to transact on.”\nLast week,the company's shares surged on attracting attention on the WallStreetBets Reddit forum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160194102,"gmtCreate":1623774164406,"gmtModify":1703819137079,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160194102","repostId":"2143314917","repostType":4,"repost":{"id":"2143314917","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":1623723786,"share":"https://www.laohu8.com/m/news/2143314917?lang=&edition=full","pubTime":"2021-06-15 10:23","market":"sh","language":"en","title":"Asian shares rise in early trade, investors eye Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2143314917","media":"Reuters","summary":"HONG KONG, June 15 (Reuters) - Asian shares rose early on Tuesday, tracking Wall Street higher, thou","content":"<p>HONG KONG, June 15 (Reuters) - Asian shares rose early on Tuesday, tracking Wall Street higher, though investors looked to a much-anticipated Federal Reserve policy meeting to see if the central bank would signal any change to the U.S. monetary policy outlook.</p>\n<p>Japan's Nikkei rose 0.89% in early trading and MSCI's broadest index of Asia-Pacific shares outside Japan was up 0.23%.</p>\n<p>An early driver was Australian shares, which rose 1.03%, though Chinese blue chips dropped 0.16% and Hong Kong fell 0.21%. All three resumed trading after being shut on Monday for a public holiday.</p>\n<p>Overnight the S&P 500 and Nasdaq closed at record highs, helped by tech names, though the Dow Jones Industrial Average fell 0.25%.</p>\n<p>U.S. stock futures, the S&P 500 e-minis, were also up 0.11%.</p>\n<p>\"We are still getting markets responding positively to the lower volatility in the bond markets and lower yields, and a sense that inflation will be reasonably temporary and the Fed won't have to slam the breaks on,\" said Kyle Rodda, market analyst at brokerage IG.</p>\n<p>\"I suspect in the next 24-48 hours we'll see a lot of chop, first on the upside, then a little correction as the market positions itself, and then we're off to the races if we get the green light from the Fed Thursday morning,\" said Rodda.</p>\n<p>Traders will look closely at any hints from the meeting's final statement about whether and when the Fed plans to taper its bond buying programme, amid concerns from some quarters about inflation as the U.S. economy bounces back from the pandemic fallout. The two-day meeting starts on Tuesday.</p>\n<p>Nearly 60% of economists in a Reuters poll expect a taper announcement will come in the next quarter, despite a patchy recovery in the job market.</p>\n<p>\"Whilst no immediate changes in monetary policy are anticipated, an increase in the share of FOMC members who think rates will need to increase in 2023 is expected,\" analysts at ANZ wrote in a note to clients.</p>\n<p>\"If three more members pencil in rate rises for 2023, that would tip the majority in favour of moving rates relatively soon,\" they said</p>\n<p>Currency markets were quiet ahead of the meeting, with the dollar index, which measures the greenback against a basket of six currencies, broadly flat at 90.502 in early Asia trading.</p>\n<p>Benchmark 10-year yields were 1.4872%, little changed from Monday, when they rebounded from Friday's three-month low.</p>\n<p>As for commodities, U.S. crude ticked up 0.55% to $71.27 a barrel, and Brent crude was at $73.24 per barrel, having touched on Monday $73.64 a barrel, its highest since April 2019.</p>\n<p>Spot gold was down slightly at $1862.21 per ounce.</p>\n<p>Even bitcoin was fairly quiet, fluctuating a little above $40 000. It rose on Sunday and Monday after Elon Musk said Tesla could resume accepting payment in the world's largest cryptocurrency at some point in the future.</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>Asian shares rise in early trade, investors eye Fed 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\">\nAsian shares rise in early trade, investors eye Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-15 10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>HONG KONG, June 15 (Reuters) - Asian shares rose early on Tuesday, tracking Wall Street higher, though investors looked to a much-anticipated Federal Reserve policy meeting to see if the central bank would signal any change to the U.S. monetary policy outlook.</p>\n<p>Japan's Nikkei rose 0.89% in early trading and MSCI's broadest index of Asia-Pacific shares outside Japan was up 0.23%.</p>\n<p>An early driver was Australian shares, which rose 1.03%, though Chinese blue chips dropped 0.16% and Hong Kong fell 0.21%. All three resumed trading after being shut on Monday for a public holiday.</p>\n<p>Overnight the S&P 500 and Nasdaq closed at record highs, helped by tech names, though the Dow Jones Industrial Average fell 0.25%.</p>\n<p>U.S. stock futures, the S&P 500 e-minis, were also up 0.11%.</p>\n<p>\"We are still getting markets responding positively to the lower volatility in the bond markets and lower yields, and a sense that inflation will be reasonably temporary and the Fed won't have to slam the breaks on,\" said Kyle Rodda, market analyst at brokerage IG.</p>\n<p>\"I suspect in the next 24-48 hours we'll see a lot of chop, first on the upside, then a little correction as the market positions itself, and then we're off to the races if we get the green light from the Fed Thursday morning,\" said Rodda.</p>\n<p>Traders will look closely at any hints from the meeting's final statement about whether and when the Fed plans to taper its bond buying programme, amid concerns from some quarters about inflation as the U.S. economy bounces back from the pandemic fallout. The two-day meeting starts on Tuesday.</p>\n<p>Nearly 60% of economists in a Reuters poll expect a taper announcement will come in the next quarter, despite a patchy recovery in the job market.</p>\n<p>\"Whilst no immediate changes in monetary policy are anticipated, an increase in the share of FOMC members who think rates will need to increase in 2023 is expected,\" analysts at ANZ wrote in a note to clients.</p>\n<p>\"If three more members pencil in rate rises for 2023, that would tip the majority in favour of moving rates relatively soon,\" they said</p>\n<p>Currency markets were quiet ahead of the meeting, with the dollar index, which measures the greenback against a basket of six currencies, broadly flat at 90.502 in early Asia trading.</p>\n<p>Benchmark 10-year yields were 1.4872%, little changed from Monday, when they rebounded from Friday's three-month low.</p>\n<p>As for commodities, U.S. crude ticked up 0.55% to $71.27 a barrel, and Brent crude was at $73.24 per barrel, having touched on Monday $73.64 a barrel, its highest since April 2019.</p>\n<p>Spot gold was down slightly at $1862.21 per ounce.</p>\n<p>Even bitcoin was fairly quiet, fluctuating a little above $40 000. It rose on Sunday and Monday after Elon Musk said Tesla could resume accepting payment in the world's largest cryptocurrency at some point in the future.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","EUO":"欧元ETF-ProShares两倍做空","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","SCO":"二倍做空彭博原油指数ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","FXY":"日元ETF-CurrencyShares","QQQ":"纳指100ETF","FXB":"英镑ETF-CurrencyShares","YCS":"日元ETF-ProShares两倍做空","UCO":"二倍做多彭博原油ETF","SQQQ":"纳指三倍做空ETF","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck",".DJI":"道琼斯","FXE":"欧元做多ETF-CurrencyShares","GLD":"SPDR黄金ETF",".IXIC":"NASDAQ Composite","DWT":"三倍做空原油ETN",".SPX":"S&P 500 Index","DDM":"道指两倍做多ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","USO":"美国原油ETF","DDG":"ProShares做空石油与天然气ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143314917","content_text":"HONG KONG, June 15 (Reuters) - Asian shares rose early on Tuesday, tracking Wall Street higher, though investors looked to a much-anticipated Federal Reserve policy meeting to see if the central bank would signal any change to the U.S. monetary policy outlook.\nJapan's Nikkei rose 0.89% in early trading and MSCI's broadest index of Asia-Pacific shares outside Japan was up 0.23%.\nAn early driver was Australian shares, which rose 1.03%, though Chinese blue chips dropped 0.16% and Hong Kong fell 0.21%. All three resumed trading after being shut on Monday for a public holiday.\nOvernight the S&P 500 and Nasdaq closed at record highs, helped by tech names, though the Dow Jones Industrial Average fell 0.25%.\nU.S. stock futures, the S&P 500 e-minis, were also up 0.11%.\n\"We are still getting markets responding positively to the lower volatility in the bond markets and lower yields, and a sense that inflation will be reasonably temporary and the Fed won't have to slam the breaks on,\" said Kyle Rodda, market analyst at brokerage IG.\n\"I suspect in the next 24-48 hours we'll see a lot of chop, first on the upside, then a little correction as the market positions itself, and then we're off to the races if we get the green light from the Fed Thursday morning,\" said Rodda.\nTraders will look closely at any hints from the meeting's final statement about whether and when the Fed plans to taper its bond buying programme, amid concerns from some quarters about inflation as the U.S. economy bounces back from the pandemic fallout. The two-day meeting starts on Tuesday.\nNearly 60% of economists in a Reuters poll expect a taper announcement will come in the next quarter, despite a patchy recovery in the job market.\n\"Whilst no immediate changes in monetary policy are anticipated, an increase in the share of FOMC members who think rates will need to increase in 2023 is expected,\" analysts at ANZ wrote in a note to clients.\n\"If three more members pencil in rate rises for 2023, that would tip the majority in favour of moving rates relatively soon,\" they said\nCurrency markets were quiet ahead of the meeting, with the dollar index, which measures the greenback against a basket of six currencies, broadly flat at 90.502 in early Asia trading.\nBenchmark 10-year yields were 1.4872%, little changed from Monday, when they rebounded from Friday's three-month low.\nAs for commodities, U.S. crude ticked up 0.55% to $71.27 a barrel, and Brent crude was at $73.24 per barrel, having touched on Monday $73.64 a barrel, its highest since April 2019.\nSpot gold was down slightly at $1862.21 per ounce.\nEven bitcoin was fairly quiet, fluctuating a little above $40 000. It rose on Sunday and Monday after Elon Musk said Tesla could resume accepting payment in the world's largest cryptocurrency at some point in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160109469,"gmtCreate":1623773828351,"gmtModify":1703819116167,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Amaxing ","listText":"Amaxing ","text":"Amaxing","images":[{"img":"https://static.tigerbbs.com/dd980f64fe6365b878dfddc28965b90c","width":"1080","height":"2600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160109469","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160348672,"gmtCreate":1623773461096,"gmtModify":1703819093322,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Gg strong","listText":"Gg strong","text":"Gg strong","images":[{"img":"https://static.tigerbbs.com/65597f0d7f3b87baee765f938e8d898d","width":"1080","height":"2650"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160348672","isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160301823,"gmtCreate":1623771162462,"gmtModify":1703818982396,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Buy soon","listText":"Buy soon","text":"Buy soon","images":[{"img":"https://static.tigerbbs.com/c5a3752f56a88d467c6127318a3c89c6","width":"1080","height":"2650"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160301823","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160975353,"gmtCreate":1623770980473,"gmtModify":1703818974227,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>diamond hands","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>diamond hands","text":"$Tesla Motors(TSLA)$diamond hands","images":[{"img":"https://static.tigerbbs.com/528432aea8622cedd0682c1dfaef4289","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160975353","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160978812,"gmtCreate":1623770918536,"gmtModify":1703818970318,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160978812","repostId":"1127014300","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160978084,"gmtCreate":1623770907948,"gmtModify":1703818969666,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wowoww","listText":"Wowoww","text":"Wowoww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160978084","repostId":"1146320033","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160971327,"gmtCreate":1623770871769,"gmtModify":1703818968039,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160971327","repostId":"1187337744","repostType":4,"repost":{"id":"1187337744","pubTimestamp":1623770439,"share":"https://www.laohu8.com/m/news/1187337744?lang=&edition=full","pubTime":"2021-06-15 23:20","market":"us","language":"en","title":"FOMC Preview: \"It's Like The Titanic Running At Full Speed. In Fog. At Night\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1187337744","media":"zerohedge","summary":"Perhaps it's prudent to ease up on the throttle.","content":"<p>There's an FOMC meeting this week and we are expecting a policy statement at 2:00 PM on Wednesday. Many commentators are calling this FOMC meeting the \"most important\" in recent years.</p>\n<p><u><i><b>Big picture … did the Fed move the goal posts?</b></i></u></p>\n<p>Let's look at some numbers.</p>\n<p>Monthly inflation: wage growth +.5%, PCE +.7%, PPI +.6%, CPI +.7% -<b>these are real scary when they're annualized</b>.</p>\n<p>GDP is projected to be 6.4% and the unemployment rate is projected to be 5.5% at the next report.</p>\n<p>With these numbers, U.S. monetary is still \"<b>all in.\"</b></p>\n<p>Overnight rates are at 0% and QE running at $120 billion a month.</p>\n<p><b>On top of that, there will be more stimulus as the economy continues to reopen.</b></p>\n<p>In my book, this economic situation calls for attention.</p>\n<p><u><i><b>It's like the Titanic running at full speed. In fog. At night.</b></i></u></p>\n<p>Perhaps it's prudent to ease up on the throttle.</p>\n<p></p>\n<p></p>","source":"lsy1583725640930","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>FOMC Preview: \"It's Like The Titanic Running At Full Speed. In Fog. At Night\"</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\">\nFOMC Preview: \"It's Like The Titanic Running At Full Speed. In Fog. At Night\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:20 GMT+8 <a href=https://www.zerohedge.com/markets/fomc-preview-its-titanic-running-full-speed-fog-night><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's an FOMC meeting this week and we are expecting a policy statement at 2:00 PM on Wednesday. Many commentators are calling this FOMC meeting the \"most important\" in recent years.\nBig picture … ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/fomc-preview-its-titanic-running-full-speed-fog-night\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/fomc-preview-its-titanic-running-full-speed-fog-night","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187337744","content_text":"There's an FOMC meeting this week and we are expecting a policy statement at 2:00 PM on Wednesday. Many commentators are calling this FOMC meeting the \"most important\" in recent years.\nBig picture … did the Fed move the goal posts?\nLet's look at some numbers.\nMonthly inflation: wage growth +.5%, PCE +.7%, PPI +.6%, CPI +.7% -these are real scary when they're annualized.\nGDP is projected to be 6.4% and the unemployment rate is projected to be 5.5% at the next report.\nWith these numbers, U.S. monetary is still \"all in.\"\nOvernight rates are at 0% and QE running at $120 billion a month.\nOn top of that, there will be more stimulus as the economy continues to reopen.\nIn my book, this economic situation calls for attention.\nIt's like the Titanic running at full speed. In fog. At night.\nPerhaps it's prudent to ease up on the throttle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160973449,"gmtCreate":1623770863481,"gmtModify":1703818967550,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160973449","repostId":"1179958588","repostType":4,"repost":{"id":"1179958588","pubTimestamp":1623766192,"share":"https://www.laohu8.com/m/news/1179958588?lang=&edition=full","pubTime":"2021-06-15 22:09","market":"us","language":"en","title":"Tesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas","url":"https://stock-news.laohu8.com/highlight/detail?id=1179958588","media":"zerohedge","summary":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the sa","content":"<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.</p>\n<p>You've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,\" before defending his $900 price target on the name...</p>\n<p><img src=\"https://static.tigerbbs.com/c9cc9bfba9fba1bf3593b4b6f4e20dbf\" tg-width=\"500\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p>\n<p>You've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...</p>\n<p><img src=\"https://static.tigerbbs.com/e525d8ff30b02cefbdc8daecdcfcca7b\" tg-width=\"500\" tg-height=\"246\" referrerpolicy=\"no-referrer\">You've got your insane valuation for Tesla's insurance business...</p>\n<p><img src=\"https://static.tigerbbs.com/67267c0686d45416d0cb73fda3e253c7\" tg-width=\"516\" tg-height=\"648\" referrerpolicy=\"no-referrer\">...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.</p>\n<p><img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p>\n<p>All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p>\n<p>But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p>\n<p><b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p>\n<p>He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p>\n<p>He begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p>\n<p>The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p>\n<p><img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p>","source":"lsy1583725640930","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 Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas</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 Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 22:09 GMT+8 <a href=https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.\nYou've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy...</p>\n\n<a href=\"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas\">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.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179958588","content_text":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.\nYou've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,\" before defending his $900 price target on the name...\n\nYou've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...\nYou've got your insane valuation for Tesla's insurance business...\n...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.\n\nAll told, it was a pretty standard Adam Jonas ticker tape parade for the company.\nBut tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".\n\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?\" Jonas asks toward the beginning of his note.\nHe continues:\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"\nHe begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"\nThe lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.\nIt's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187837438,"gmtCreate":1623748904424,"gmtModify":1704210347046,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>yay","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>yay","text":"$Palantir Technologies Inc.(PLTR)$yay","images":[{"img":"https://static.tigerbbs.com/87c2a5e3c703295cb0aa8974cd9c8257","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187837438","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320640462,"gmtCreate":1615099774256,"gmtModify":1704778667615,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Palantir at a discount?","listText":"Palantir at a discount?","text":"Palantir at a discount?","images":[{"img":"https://static.tigerbbs.com/8bd1f9d4efac7384e074e3837d17c28e","width":"1080","height":"1979"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320640462","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320141459,"gmtCreate":1615057266371,"gmtModify":1704778405585,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"$400 looks like a good entry price","listText":"$400 looks like a good entry price","text":"$400 looks like a good entry price","images":[{"img":"https://static.tigerbbs.com/543b19cb7d9cab494c909fa7a1002281","width":"1080","height":"1979"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320141459","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":367619648,"gmtCreate":1614943385884,"gmtModify":1704777258831,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367619648","repostId":"1123831681","repostType":4,"repost":{"id":"1123831681","pubTimestamp":1614934053,"share":"https://www.laohu8.com/m/news/1123831681?lang=&edition=full","pubTime":"2021-03-05 16:47","market":"us","language":"en","title":"Why oil could miss out on the next commodity supercycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1123831681","media":"yahoo","summary":"Oil will be left on the sidelines of the next commodities supercycle as rising supply dampens prices","content":"<p>Oil will be left on the sidelines of the next commodities supercycle as rising supply dampens prices, and the global transition to green energy intensifies.</p><p>That’s the view from Capital Economics on a day whenOPEC+ surprised traders by committing to leave most of its production cuts in place through April. The announcement sent U.S. crude futures (CL=F) to their highest level in more than a year on Thursday. However, the London-based research firm does not expect prices for the pandemic-battered commodity to surge for long.</p><p>“Slower demand growth and an abundance of supply will limit gains in oil prices over the long term, which we think will ultimately prevent oil from featuring in the next commodity supercycle,” assistant commodities economist Samuel Burman wrote in a research note on Thursday.</p><p>Capital Economics believes global demand will peak around 2030, and fall continuously thereafter. The firm sees the transition to electric vehicles and sustainable energy being backed by a growing number of first-world governments leading to a “structural decline in oil consumption.” At the same time, it expects long-term economic damage from COVID-19 to limit demand from emerging markets, many of which are also embracing EVs.</p><p>Commodities have seen four supercycles over the past 100 years. The last one peaked in 2008, after 12 years of expansion.</p><p>Last month, two of the biggest banks on Wall Street -JPMorgan ChaseandGoldman Sachs- joined others predicting a new commodities supercycle as economies reopen and the risks of the pandemic subside.</p><p>The expectation is for a long-term boom spanning oil, metals, and agricultural material prices. JPMorgan’s head of oil and gas, Christyan Malek, recently offered one of the most bullish forecasts for oil, suggesting international crude prices could rebound to US$100 per barrel.</p><p>Burman is skeptical that another commodity supercycle is ramping up, and is less convinced that oil would be a strong performer if one were. He said metals for EVs, such as copper and nickel, are better positioned because demand is strong and increasing supply from mines is challenging.</p><p>“The greater flexibility of U.S. shale production, and the desire by many oil producers, particularly in OPEC+, to avoid their reserves being left untapped means that the world will soon be awash with oil,” Burman wrote. “By contrast, metals mine supply involves much longer lead times, suffers from dwindling ore quality, and production can’t be ramped up as quickly.”</p>","source":"yahoofinance_sg","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 oil could miss out on the next commodity supercycle</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 oil could miss out on the next commodity supercycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 16:47 GMT+8 <a href=https://finance.yahoo.com/news/oil-could-miss-out-on-the-next-commodity-supercycle-204925704.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil will be left on the sidelines of the next commodities supercycle as rising supply dampens prices, and the global transition to green energy intensifies.That’s the view from Capital Economics on a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-could-miss-out-on-the-next-commodity-supercycle-204925704.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-could-miss-out-on-the-next-commodity-supercycle-204925704.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123831681","content_text":"Oil will be left on the sidelines of the next commodities supercycle as rising supply dampens prices, and the global transition to green energy intensifies.That’s the view from Capital Economics on a day whenOPEC+ surprised traders by committing to leave most of its production cuts in place through April. The announcement sent U.S. crude futures (CL=F) to their highest level in more than a year on Thursday. However, the London-based research firm does not expect prices for the pandemic-battered commodity to surge for long.“Slower demand growth and an abundance of supply will limit gains in oil prices over the long term, which we think will ultimately prevent oil from featuring in the next commodity supercycle,” assistant commodities economist Samuel Burman wrote in a research note on Thursday.Capital Economics believes global demand will peak around 2030, and fall continuously thereafter. The firm sees the transition to electric vehicles and sustainable energy being backed by a growing number of first-world governments leading to a “structural decline in oil consumption.” At the same time, it expects long-term economic damage from COVID-19 to limit demand from emerging markets, many of which are also embracing EVs.Commodities have seen four supercycles over the past 100 years. The last one peaked in 2008, after 12 years of expansion.Last month, two of the biggest banks on Wall Street -JPMorgan ChaseandGoldman Sachs- joined others predicting a new commodities supercycle as economies reopen and the risks of the pandemic subside.The expectation is for a long-term boom spanning oil, metals, and agricultural material prices. JPMorgan’s head of oil and gas, Christyan Malek, recently offered one of the most bullish forecasts for oil, suggesting international crude prices could rebound to US$100 per barrel.Burman is skeptical that another commodity supercycle is ramping up, and is less convinced that oil would be a strong performer if one were. He said metals for EVs, such as copper and nickel, are better positioned because demand is strong and increasing supply from mines is challenging.“The greater flexibility of U.S. shale production, and the desire by many oil producers, particularly in OPEC+, to avoid their reserves being left untapped means that the world will soon be awash with oil,” Burman wrote. “By contrast, metals mine supply involves much longer lead times, suffers from dwindling ore quality, and production can’t be ramped up as quickly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367619335,"gmtCreate":1614943371727,"gmtModify":1704777258339,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367619335","repostId":"1145536641","repostType":4,"repost":{"id":"1145536641","pubTimestamp":1614937984,"share":"https://www.laohu8.com/m/news/1145536641?lang=&edition=full","pubTime":"2021-03-05 17:53","market":"us","language":"en","title":"Stock-market crash? No, but rising bond yields are sparking a nerve-racking rotation below the surface","url":"https://stock-news.laohu8.com/highlight/detail?id=1145536641","media":"marketwatch","summary":"Rotation pushes Nasdaq into correction territory as bond yields continue rise.\n\nNever mind the hasht","content":"<blockquote>\n <b>Rotation pushes Nasdaq into correction territory as bond yields continue rise.</b>\n</blockquote>\n<p>Never mind the hashtags, the stock market remains far from “crash” territory, as anyone with a working memory of last March’s pandemic-inspired selloff, much less the global financial crisis of 2008, the dot-com bubble burst in 2000 or October 1987 would recall.</p>\n<p>But a rotation away from the market’s pandemic-era leaders, inspired by a sudden jump in bond yields, certainly does appear to be underway, and volatility can be unsettling to some investors.</p>\n<p>That could help explain why the term #stockmarketcrash was trending on Twitter Thursday, even though the Dow Jones Industrial Average DJIA and the S&P 500 SPX remain far from even entering what’s known as a market correction, defined as a pullback of 10% from a recent peak, let alone a crash.</p>\n<p>The question investors should ask before tripping the alarm bells, however, is whether the price action is surprising or out of the ordinary, Brad McMillan, chief investment officer at Commonwealth Financial Network, told MarketWatch in a phone interview.</p>\n<p>And the answer is no, given that a backup in bond yields, which seems to largely reflect increasingly upbeat economic expectations, looks to be the main culprit, McMillan said.</p>\n<p>While the tech-heavy Nasdaq Composite COMP on Thursday entered correction territory, having registered a 10% drop from its recent high point, the Dow Jones Industrial Average DJIA is still just 3.4% below an all-time high set last month. The S&P 500, the large-cap U.S. benchmark, was off less than 5% down from its recent record.</p>\n<p>Thursday’s market weakness echoed the wobble seen last week. Both bouts of selling were sparked by a selloff in the Treasury bond market, which pushed up yields. The yield on the 10-year Treasury note BX:TMUBMUSD10Y, which last week spiked to a more-than-one-year high at 1.6%, pushed back above 1.5% on Thursday. Remarks by Federal Reserve Chairman Jerome Powell seemed not to calm concerns that a potential pickup in inflation could see the central bank begin to scale back monetary stimulus earlier than expected, notwithstanding a pledge to let the economy run hot.</p>\n<p>To keep the day’s moves in perspective, the Nasdaq finished with a loss of 2.1%. The Dow was down more than 700 points at its session low, ending the day with a loss of 345.95 points, or 1%. The S&P 500 shed 1.2%. Those are sharp daily drops, but they are not extraordinary.</p>\n<p>And it’s not unusual for stocks to begin pulling back as yields begin to rise, McMillan noted. It’s also not surprising that highflying growth stocks, which have seen valuations stretched in the post-pandemic rally, bear the brunt of the selling pressure.</p>\n<p>Investors appear to be taking profits on those highfliers and using the proceeds to buy stocks of companies in sectors more sensitive to the economic cycle.</p>\n<p>While rising yields can be a positive sign in the early stages of a bull market, signaling stronger economic growth ahead, the market rotation can be unnerving for investors, said Lindsey Bell, chief investment strategist for Ally Invest, in a note.</p>\n<p>“And higher yields tend to hit highfliers harder. That’s why we’ve seen stocks like Tesla TSLA and Peloton PTON fall more than 30% this year,” she said.</p>\n<p>Indeed, the outsize weighting of tech- and tech-related shares in major indexes can leave them vulnerable to weakness as that process takes hold.</p>\n<p>The price action of mega technology and discretionary stocks — Apple Inc. AAPL, Microsoft Corp. MSFT, Amazon.com Inc. AMZN, Facebook Inc. FB, Google parent Alphabet Inc. GOOG GOOGL, Tesla Inc. and Nvidia Corp. NVDA — now make up 24% of the S&P 500, noted technical analyst Mark Arbeter, president of Arbeter Investments.</p>\n<p>“The weakness in large-cap tech has been weighing on the broad market averages, sparking concerns of a market top and the end of the cycle. From our perspective, breadth remains strong, a characteristic that is typically not present at market tops,” said Kevin Dempter, an analyst at Renaissance Macro Research, in a Thursday note.</p>\n<p>Small-cap discretionary stocks are at absolute highs, as well as multiyear highs relative to large-cap discretionary stocks, he said, which is a sign of broad-based participation. Trends are also strong for sectors, like energy and banks, that tend to be winners in higher-yield environments, while more economically sensitive groups like transports and services are also benefiting.</p>\n<p>“Rather than a market top, we think this is rotational in nature with limited downside and going forward we want to be overweight high yield winners like banks and energy as there is likely further outperformance in these groups to come,” Dempter wrote.</p>\n<p>So what about that crash? After the recent bond-inspired hiccups, the Dow and S&P 500 remain far from correction territory, much less a bear market, which is defined as a 20% drop from a recent peak.</p>\n<p>Not all bear markets are the product of a crash. And crash, itself, is a more nebulous term, implying a sudden and sharp fall. Some analysts define a crash as a one-day drop of 5% or more. Others see a typical crash as a sudden, sharp drop that takes the market into a bear market and beyond in a matter of a few sessions.</p>\n<p>That was the case last year as it became apparent the COVID-19 pandemic would bring the U.S. and global economy to a near halt. The S&P 500 plunged from a record close on Feb. 19, dropping around 34% before bottoming on March 23.</p>\n<p>Since those March lows, the S&P 500 remains up nearly 72%, while the Dow has rallied nearly 70%. And even with its recent pullback, the Nasdaq remains up more than 90% over that stretch.</p>","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>Stock-market crash? No, but rising bond yields are sparking a nerve-racking rotation below the surface</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\">\nStock-market crash? No, but rising bond yields are sparking a nerve-racking rotation below the surface\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 17:53 GMT+8 <a href=https://www.marketwatch.com/story/stock-market-crash-no-but-a-rotation-away-from-u-s-tech-stocks-is-shaking-up-some-investors-11614888386?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rotation pushes Nasdaq into correction territory as bond yields continue rise.\n\nNever mind the hashtags, the stock market remains far from “crash” territory, as anyone with a working memory of last ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stock-market-crash-no-but-a-rotation-away-from-u-s-tech-stocks-is-shaking-up-some-investors-11614888386?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/stock-market-crash-no-but-a-rotation-away-from-u-s-tech-stocks-is-shaking-up-some-investors-11614888386?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1145536641","content_text":"Rotation pushes Nasdaq into correction territory as bond yields continue rise.\n\nNever mind the hashtags, the stock market remains far from “crash” territory, as anyone with a working memory of last March’s pandemic-inspired selloff, much less the global financial crisis of 2008, the dot-com bubble burst in 2000 or October 1987 would recall.\nBut a rotation away from the market’s pandemic-era leaders, inspired by a sudden jump in bond yields, certainly does appear to be underway, and volatility can be unsettling to some investors.\nThat could help explain why the term #stockmarketcrash was trending on Twitter Thursday, even though the Dow Jones Industrial Average DJIA and the S&P 500 SPX remain far from even entering what’s known as a market correction, defined as a pullback of 10% from a recent peak, let alone a crash.\nThe question investors should ask before tripping the alarm bells, however, is whether the price action is surprising or out of the ordinary, Brad McMillan, chief investment officer at Commonwealth Financial Network, told MarketWatch in a phone interview.\nAnd the answer is no, given that a backup in bond yields, which seems to largely reflect increasingly upbeat economic expectations, looks to be the main culprit, McMillan said.\nWhile the tech-heavy Nasdaq Composite COMP on Thursday entered correction territory, having registered a 10% drop from its recent high point, the Dow Jones Industrial Average DJIA is still just 3.4% below an all-time high set last month. The S&P 500, the large-cap U.S. benchmark, was off less than 5% down from its recent record.\nThursday’s market weakness echoed the wobble seen last week. Both bouts of selling were sparked by a selloff in the Treasury bond market, which pushed up yields. The yield on the 10-year Treasury note BX:TMUBMUSD10Y, which last week spiked to a more-than-one-year high at 1.6%, pushed back above 1.5% on Thursday. Remarks by Federal Reserve Chairman Jerome Powell seemed not to calm concerns that a potential pickup in inflation could see the central bank begin to scale back monetary stimulus earlier than expected, notwithstanding a pledge to let the economy run hot.\nTo keep the day’s moves in perspective, the Nasdaq finished with a loss of 2.1%. The Dow was down more than 700 points at its session low, ending the day with a loss of 345.95 points, or 1%. The S&P 500 shed 1.2%. Those are sharp daily drops, but they are not extraordinary.\nAnd it’s not unusual for stocks to begin pulling back as yields begin to rise, McMillan noted. It’s also not surprising that highflying growth stocks, which have seen valuations stretched in the post-pandemic rally, bear the brunt of the selling pressure.\nInvestors appear to be taking profits on those highfliers and using the proceeds to buy stocks of companies in sectors more sensitive to the economic cycle.\nWhile rising yields can be a positive sign in the early stages of a bull market, signaling stronger economic growth ahead, the market rotation can be unnerving for investors, said Lindsey Bell, chief investment strategist for Ally Invest, in a note.\n“And higher yields tend to hit highfliers harder. That’s why we’ve seen stocks like Tesla TSLA and Peloton PTON fall more than 30% this year,” she said.\nIndeed, the outsize weighting of tech- and tech-related shares in major indexes can leave them vulnerable to weakness as that process takes hold.\nThe price action of mega technology and discretionary stocks — Apple Inc. AAPL, Microsoft Corp. MSFT, Amazon.com Inc. AMZN, Facebook Inc. FB, Google parent Alphabet Inc. GOOG GOOGL, Tesla Inc. and Nvidia Corp. NVDA — now make up 24% of the S&P 500, noted technical analyst Mark Arbeter, president of Arbeter Investments.\n“The weakness in large-cap tech has been weighing on the broad market averages, sparking concerns of a market top and the end of the cycle. From our perspective, breadth remains strong, a characteristic that is typically not present at market tops,” said Kevin Dempter, an analyst at Renaissance Macro Research, in a Thursday note.\nSmall-cap discretionary stocks are at absolute highs, as well as multiyear highs relative to large-cap discretionary stocks, he said, which is a sign of broad-based participation. Trends are also strong for sectors, like energy and banks, that tend to be winners in higher-yield environments, while more economically sensitive groups like transports and services are also benefiting.\n“Rather than a market top, we think this is rotational in nature with limited downside and going forward we want to be overweight high yield winners like banks and energy as there is likely further outperformance in these groups to come,” Dempter wrote.\nSo what about that crash? After the recent bond-inspired hiccups, the Dow and S&P 500 remain far from correction territory, much less a bear market, which is defined as a 20% drop from a recent peak.\nNot all bear markets are the product of a crash. And crash, itself, is a more nebulous term, implying a sudden and sharp fall. Some analysts define a crash as a one-day drop of 5% or more. Others see a typical crash as a sudden, sharp drop that takes the market into a bear market and beyond in a matter of a few sessions.\nThat was the case last year as it became apparent the COVID-19 pandemic would bring the U.S. and global economy to a near halt. The S&P 500 plunged from a record close on Feb. 19, dropping around 34% before bottoming on March 23.\nSince those March lows, the S&P 500 remains up nearly 72%, while the Dow has rallied nearly 70%. And even with its recent pullback, the Nasdaq remains up more than 90% over that stretch.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364615394,"gmtCreate":1614846500318,"gmtModify":1704775931542,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Still dropping hmm","listText":"Still dropping hmm","text":"Still dropping hmm","images":[{"img":"https://static.tigerbbs.com/0301bd5c83b63d83b33d817ebc14318e","width":"1080","height":"1979"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364615394","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":365479913,"gmtCreate":1614775802432,"gmtModify":1704775058498,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Will it go up or down?","listText":"Will it go up or down?","text":"Will it go up or down?","images":[{"img":"https://static.tigerbbs.com/fdf4613c4b1bb81bcdffd044bed5876e","width":"1080","height":"2709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365479913","isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9944312787,"gmtCreate":1681702319750,"gmtModify":1681702323183,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944312787","repostId":"2327491484","repostType":4,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160112969,"gmtCreate":1623774649151,"gmtModify":1703819159800,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160112969","repostId":"1185254731","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160975353,"gmtCreate":1623770980473,"gmtModify":1703818974227,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>diamond hands","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>diamond hands","text":"$Tesla Motors(TSLA)$diamond hands","images":[{"img":"https://static.tigerbbs.com/528432aea8622cedd0682c1dfaef4289","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160975353","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169083823,"gmtCreate":1623809075662,"gmtModify":1703820116596,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169083823","repostId":"1109582645","repostType":4,"repost":{"id":"1109582645","pubTimestamp":1623808952,"share":"https://www.laohu8.com/m/news/1109582645?lang=&edition=full","pubTime":"2021-06-16 10:02","market":"us","language":"en","title":"Why Goldman Sachs Changed Its Mind On Apple Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1109582645","media":"TheStreet","summary":"After being on the spotlight for latching on to his pessimism over Apple stock, even following stron","content":"<p>After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.</p>\n<p>The Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.</p>\n<p><b>iPhone at the center of the bear case</b></p>\n<p>At the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:</p>\n<blockquote>\n “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”\n</blockquote>\n<p>To be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint at the start of the 5G cycle.</p>\n<p>The plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.</p>\n<p>Therefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89631d8083d43e0daee7828d45e7a67a\" tg-width=\"627\" tg-height=\"453\"><span>Figure 1: iPhone quarterly revenue ($bn).</span></p>\n<p><b>When Goldman Sachs fell off the horse</b></p>\n<p>Goldman’s rating change on AAPL came in April, after the Cupertino company crushed expectations and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays in the launch of the new device.</p>\n<p>Apple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.</p>\n<p>These numbers probably caught Goldman’s Rod Hall flat-footed.</p>\n<p><b>How Goldman Sachs sees Apple going forward</b></p>\n<p>According to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.</p>\n<p>On the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.</p>\n<p><b>The Apple Maven's take</b></p>\n<p>Rod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.</p>\n<p>While stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.</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 Goldman Sachs Changed Its Mind On Apple Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Goldman Sachs Changed Its Mind On Apple Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 10:02 GMT+8 <a href=https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his ...</p>\n\n<a href=\"https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/news/why-goldman-sachs-changed-its-mind-on-apple-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109582645","content_text":"After being on the spotlight for latching on to his pessimism over Apple stock, even following strong quarterly results, famed bear Rod Hall at Goldman Sachs threw in the towel and changed his position on AAPLfrom sell to neutral. Last week, he gave an interview to CNBC and further elaborated on his decision.\nThe Apple Maven takes a closer look at this bear’s journey from highly skeptical to timidly optimistic about Apple shares.\niPhone at the center of the bear case\nAt the core of Goldman Sachs’ sell rating on Apple stock was the Cupertino company's challenges at meeting iPhone sales growth metrics going forward. Rod Hall explained it:\n\n “Apple continues to show strong execution, but we see fundamentals more likely to disappoint in 2021 as the long-anticipated 5G iPhone fails to meet optimistic consensus expectations and services revenue growth slows.”\n\nTo be fair, Apple’s most recent financial results had been far from exhilarating ahead of Goldman’s stock rating upgrade. The Cupertino company's main revenue generator, the iPhone, had produced timid results in 2020, making some wonder if smartphone sales would disappoint at the start of the 5G cycle.\nThe plateauing in smartphone sales preceded the pandemic year. Based on data from third party-research companies Gartner and Strategy Analytics, 187 million iPhones were sold in 2019, fewer than the 217 million of 2018. And from 2019 to 2020, there was an unprecedented decrease in iPhone revenues: from $142 billion to $138 billion last year.\nTherefore, and based on recent trends, Rod Hall’s bearishness towards the iPhone seemed reasonably justifiable. What had been missing to tip Apple stock over, in the analyst’s view, was a negative catalyst. He believed that the COVID-19 pandemic could be it.\nFigure 1: iPhone quarterly revenue ($bn).\nWhen Goldman Sachs fell off the horse\nGoldman’s rating change on AAPL came in April, after the Cupertino company crushed expectations and released a blowout earnings report. Fiscal second quarter 2021 marked a turning point in iPhone 12 sales, after Apple faced delays in the launch of the new device.\nApple reported iPhone revenues of $47.9 billion versus Wall Street’s consensus $41.5 billion. Year-over-year, the top-line increase was a staggering $19 billion, representing growth of 65%.\nThese numbers probably caught Goldman’s Rod Hall flat-footed.\nHow Goldman Sachs sees Apple going forward\nAccording to Goldman, the neutral position on AAPL is justified by one key metric: revenues per user. The analyst believes that growth in this metric should be in line with U.S. GDP. He points out that Apple's revenues per user have remained static in recent years, only rising during the pandemic due to stay-at-home trends.\nOn the bullish side of the argument, Rod Hall sees the importance of privacy, and thinks that Apple could benefit from increased demand for being an advocate of user data protection. On the bearish side, the analyst remains skeptical that the services segment will grow as much as expected, and that only about 20% to 25% of active users will pay for Apple services.\nThe Apple Maven's take\nRod Hall has not been the first and will not be the last on Wall Street to be proven wrong on a stock rating. Goldman Sachs' position was contrarian, and bold for the same reason. Yet, the Apple Maven believes that Rod Hall’s cautious stance could still be a bit too conservative.\nWhile stay-at-home trends may have distorted fiscal 2020 and early 2021 results, the 5G cycle, the M1 architecture, the expansion of the services portfolio and resilient consumer spending in general may still help to boost Apple's revenue-per-user metric – Goldman’s key concern.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187837438,"gmtCreate":1623748904424,"gmtModify":1704210347046,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>yay","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>yay","text":"$Palantir Technologies Inc.(PLTR)$yay","images":[{"img":"https://static.tigerbbs.com/87c2a5e3c703295cb0aa8974cd9c8257","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187837438","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":320640462,"gmtCreate":1615099774256,"gmtModify":1704778667615,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Palantir at a discount?","listText":"Palantir at a discount?","text":"Palantir at a discount?","images":[{"img":"https://static.tigerbbs.com/8bd1f9d4efac7384e074e3837d17c28e","width":"1080","height":"1979"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320640462","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368309233,"gmtCreate":1614280226822,"gmtModify":1704770136139,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nixe","listText":"Nixe","text":"Nixe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368309233","repostId":"2114317810","repostType":4,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385265815,"gmtCreate":1613555803737,"gmtModify":1704881969258,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Buy or sell?","listText":"Buy or sell?","text":"Buy or sell?","images":[{"img":"https://static.tigerbbs.com/fd3b8c2a8b76de35fc1ccbb00559952c","width":"1080","height":"2709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/385265815","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":389643648,"gmtCreate":1612772142384,"gmtModify":1704873966878,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/389643648","repostId":"2109308181","repostType":4,"repost":{"id":"2109308181","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":1612769510,"share":"https://www.laohu8.com/m/news/2109308181?lang=&edition=full","pubTime":"2021-02-08 15:31","market":"sh","language":"en","title":"China stocks end higher on market reform cheer, easing virus worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2109308181","media":"Reuters","summary":"SHANGHAI, Feb 8 (Reuters) - China stocks closed higher on Monday as the country reported zero new lo","content":"<p>SHANGHAI, Feb 8 (Reuters) - China stocks closed higher on Monday as the country reported zero new local cases of the novel coronavirus and investors cheered Beijing's latest reform measures for the stock market.</p>\n<p>The blue-chip CSI300 index rose 1.5% to 5,564.56, while the Shanghai Composite Index added 1% to 3,532.45 points.</p>\n<p>Leading the gains, the CSI300 materials index jumped 5.3% and the CSI300 healthcare index added 2.4%.</p>\n<p>China reported no new locally transmitted mainland COVID-19 cases for the first time in nearly two months, official data showed, adding to signs that it has managed to stamp out the latest wave of the disease.</p>\n<p>Lifting investors' mood, China's securities regulator said it has given the greenlight to merging the Shenzhen Stock Exchange's main board with the SME board.</p>\n<p>\"It's an inevitable choice of the deepening capital market reforms, and would help the capital market better serve the development of small and medium firms via direct financing,\" China Securities said in a note.</p>\n<p>China's new bank loans are expected to surge to a record high in January on a seasonal boost, a Reuters poll showed, while credit growth may be constrained by some marginal tightening of monetary policy as the central bank focuses on preventing risks.</p>\n<p>Market participants looked past the country's market regulator releasing new anti-monopoly guidelines on Sunday that targeted internet platforms.</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>China stocks end higher on market reform cheer, easing virus worries</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\">\nChina stocks end higher on market reform cheer, easing virus worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-08 15:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, Feb 8 (Reuters) - China stocks closed higher on Monday as the country reported zero new local cases of the novel coronavirus and investors cheered Beijing's latest reform measures for the stock market.</p>\n<p>The blue-chip CSI300 index rose 1.5% to 5,564.56, while the Shanghai Composite Index added 1% to 3,532.45 points.</p>\n<p>Leading the gains, the CSI300 materials index jumped 5.3% and the CSI300 healthcare index added 2.4%.</p>\n<p>China reported no new locally transmitted mainland COVID-19 cases for the first time in nearly two months, official data showed, adding to signs that it has managed to stamp out the latest wave of the disease.</p>\n<p>Lifting investors' mood, China's securities regulator said it has given the greenlight to merging the Shenzhen Stock Exchange's main board with the SME board.</p>\n<p>\"It's an inevitable choice of the deepening capital market reforms, and would help the capital market better serve the development of small and medium firms via direct financing,\" China Securities said in a note.</p>\n<p>China's new bank loans are expected to surge to a record high in January on a seasonal boost, a Reuters poll showed, while credit growth may be constrained by some marginal tightening of monetary policy as the central bank focuses on preventing risks.</p>\n<p>Market participants looked past the country's market regulator releasing new anti-monopoly guidelines on Sunday that targeted internet platforms.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109308181","content_text":"SHANGHAI, Feb 8 (Reuters) - China stocks closed higher on Monday as the country reported zero new local cases of the novel coronavirus and investors cheered Beijing's latest reform measures for the stock market.\nThe blue-chip CSI300 index rose 1.5% to 5,564.56, while the Shanghai Composite Index added 1% to 3,532.45 points.\nLeading the gains, the CSI300 materials index jumped 5.3% and the CSI300 healthcare index added 2.4%.\nChina reported no new locally transmitted mainland COVID-19 cases for the first time in nearly two months, official data showed, adding to signs that it has managed to stamp out the latest wave of the disease.\nLifting investors' mood, China's securities regulator said it has given the greenlight to merging the Shenzhen Stock Exchange's main board with the SME board.\n\"It's an inevitable choice of the deepening capital market reforms, and would help the capital market better serve the development of small and medium firms via direct financing,\" China Securities said in a note.\nChina's new bank loans are expected to surge to a record high in January on a seasonal boost, a Reuters poll showed, while credit growth may be constrained by some marginal tightening of monetary policy as the central bank focuses on preventing risks.\nMarket participants looked past the country's market regulator releasing new anti-monopoly guidelines on Sunday that targeted internet platforms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313091099,"gmtCreate":1611632153311,"gmtModify":1704861528529,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a> hmm","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a> hmm","text":"$Nano Dimension(NNDM)$ hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/313091099","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319561703,"gmtCreate":1611590143602,"gmtModify":1704861193589,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/319561703","repostId":"2106639414","repostType":4,"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037583482,"gmtCreate":1648136842616,"gmtModify":1676534308587,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"SOFI is at a good price to start wheeling","listText":"SOFI is at a good price to start wheeling","text":"SOFI is at a good price to start wheeling","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037583482","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160971327,"gmtCreate":1623770871769,"gmtModify":1703818968039,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160971327","repostId":"1187337744","repostType":4,"repost":{"id":"1187337744","pubTimestamp":1623770439,"share":"https://www.laohu8.com/m/news/1187337744?lang=&edition=full","pubTime":"2021-06-15 23:20","market":"us","language":"en","title":"FOMC Preview: \"It's Like The Titanic Running At Full Speed. In Fog. At Night\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1187337744","media":"zerohedge","summary":"Perhaps it's prudent to ease up on the throttle.","content":"<p>There's an FOMC meeting this week and we are expecting a policy statement at 2:00 PM on Wednesday. Many commentators are calling this FOMC meeting the \"most important\" in recent years.</p>\n<p><u><i><b>Big picture … did the Fed move the goal posts?</b></i></u></p>\n<p>Let's look at some numbers.</p>\n<p>Monthly inflation: wage growth +.5%, PCE +.7%, PPI +.6%, CPI +.7% -<b>these are real scary when they're annualized</b>.</p>\n<p>GDP is projected to be 6.4% and the unemployment rate is projected to be 5.5% at the next report.</p>\n<p>With these numbers, U.S. monetary is still \"<b>all in.\"</b></p>\n<p>Overnight rates are at 0% and QE running at $120 billion a month.</p>\n<p><b>On top of that, there will be more stimulus as the economy continues to reopen.</b></p>\n<p>In my book, this economic situation calls for attention.</p>\n<p><u><i><b>It's like the Titanic running at full speed. In fog. At night.</b></i></u></p>\n<p>Perhaps it's prudent to ease up on the throttle.</p>\n<p></p>\n<p></p>","source":"lsy1583725640930","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>FOMC Preview: \"It's Like The Titanic Running At Full Speed. In Fog. At Night\"</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\">\nFOMC Preview: \"It's Like The Titanic Running At Full Speed. In Fog. At Night\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 23:20 GMT+8 <a href=https://www.zerohedge.com/markets/fomc-preview-its-titanic-running-full-speed-fog-night><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's an FOMC meeting this week and we are expecting a policy statement at 2:00 PM on Wednesday. Many commentators are calling this FOMC meeting the \"most important\" in recent years.\nBig picture … ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/fomc-preview-its-titanic-running-full-speed-fog-night\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/fomc-preview-its-titanic-running-full-speed-fog-night","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187337744","content_text":"There's an FOMC meeting this week and we are expecting a policy statement at 2:00 PM on Wednesday. Many commentators are calling this FOMC meeting the \"most important\" in recent years.\nBig picture … did the Fed move the goal posts?\nLet's look at some numbers.\nMonthly inflation: wage growth +.5%, PCE +.7%, PPI +.6%, CPI +.7% -these are real scary when they're annualized.\nGDP is projected to be 6.4% and the unemployment rate is projected to be 5.5% at the next report.\nWith these numbers, U.S. monetary is still \"all in.\"\nOvernight rates are at 0% and QE running at $120 billion a month.\nOn top of that, there will be more stimulus as the economy continues to reopen.\nIn my book, this economic situation calls for attention.\nIt's like the Titanic running at full speed. In fog. At night.\nPerhaps it's prudent to ease up on the throttle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367619648,"gmtCreate":1614943385884,"gmtModify":1704777258831,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Ooo","listText":"Ooo","text":"Ooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/367619648","repostId":"1123831681","repostType":4,"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368309639,"gmtCreate":1614280217921,"gmtModify":1704770135816,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368309639","repostId":"1169851865","repostType":4,"repost":{"id":"1169851865","pubTimestamp":1614250065,"share":"https://www.laohu8.com/m/news/1169851865?lang=&edition=full","pubTime":"2021-02-25 18:47","market":"us","language":"en","title":"JPMorgan’s Kolanovic Says ‘VIX Bubble’ May Spark Stock Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1169851865","media":"Bloomberg","summary":"Tallbacken cautions about lack of volatility sellers in market\nCecchini suggests selling put options","content":"<ul>\n <li>Tallbacken cautions about lack of volatility sellers in market</li>\n <li>Cecchini suggests selling put options on April VIX futures</li>\n</ul>\n<p>The market’s so-called fear gauge is elevated, and that could bode well for stocks if history is a guide.</p>\n<p>The spread between the Cboe Volatility Index, or VIX, and two-week S&P 500 realized volatility has widened to a point that historically has been followed by a volatility decline and stocks on average moving higher, JPMorgan Chase & Co. strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. Historically, three months after that spread moved this wide, the VIX fell 11 points and the market rallied an average 12% with a move higher 87% of the time, they said.</p>\n<p>“Given the VIX is at a near-record premium to actual equity volatility, we think selling the ‘VIX bubble’ represents a good market opportunity,” the strategists wrote.</p>\n<p><img src=\"https://static.tigerbbs.com/090b90671c410c2de55d41f9901794b4\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The VIX jumped a year ago as the Covid-19 pandemic began to spread and affect the global economy, sending markets into a tailspin. The gauge, which has a lifetime average around 19.5, has largely remained above 20 even as stocks hit record highs on encouraging pandemic news. It has also stayed high relative to measures of swings in other asset classes like credit and rates.</p>\n<p>There is one potential caveat for equity volatility investors. Michael Purves, the CEO of Tallbacken CapitalAdvisorsLLC, said there are fewer participants willing to bet on declining swings after the culling of the short-volatility industry via VIX spikes in 2018 and March 2020. That’s probably keeping the gauge from falling to its lows from years like 2016 and 2017, he said, pointing to a dearth of put-option volume as evidence.</p>\n<p>“There’s a lack of volatility sellers to take this thing lower,” Purves said in an interview. “If there was a lot of fear, you’d see put volumes being higher.”</p>\n<p>Still, there are trades that can take advantage of the current levels in the VIX complex, according to Peter Cecchini, founder of AlphaOmegaAdvisorsLLC. He suggests selling April S&P calls or puts on April VIX futures, noting the steep difference between March and April VIX futures.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan’s Kolanovic Says ‘VIX Bubble’ May Spark Stock Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan’s Kolanovic Says ‘VIX Bubble’ May Spark Stock Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:47 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-02-25/jpmorgan-s-kolanovic-says-vix-bubble-may-spark-stock-rally><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tallbacken cautions about lack of volatility sellers in market\nCecchini suggests selling put options on April VIX futures\n\nThe market’s so-called fear gauge is elevated, and that could bode well for ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-02-25/jpmorgan-s-kolanovic-says-vix-bubble-may-spark-stock-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-02-25/jpmorgan-s-kolanovic-says-vix-bubble-may-spark-stock-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169851865","content_text":"Tallbacken cautions about lack of volatility sellers in market\nCecchini suggests selling put options on April VIX futures\n\nThe market’s so-called fear gauge is elevated, and that could bode well for stocks if history is a guide.\nThe spread between the Cboe Volatility Index, or VIX, and two-week S&P 500 realized volatility has widened to a point that historically has been followed by a volatility decline and stocks on average moving higher, JPMorgan Chase & Co. strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. Historically, three months after that spread moved this wide, the VIX fell 11 points and the market rallied an average 12% with a move higher 87% of the time, they said.\n“Given the VIX is at a near-record premium to actual equity volatility, we think selling the ‘VIX bubble’ represents a good market opportunity,” the strategists wrote.\n\nThe VIX jumped a year ago as the Covid-19 pandemic began to spread and affect the global economy, sending markets into a tailspin. The gauge, which has a lifetime average around 19.5, has largely remained above 20 even as stocks hit record highs on encouraging pandemic news. It has also stayed high relative to measures of swings in other asset classes like credit and rates.\nThere is one potential caveat for equity volatility investors. Michael Purves, the CEO of Tallbacken CapitalAdvisorsLLC, said there are fewer participants willing to bet on declining swings after the culling of the short-volatility industry via VIX spikes in 2018 and March 2020. That’s probably keeping the gauge from falling to its lows from years like 2016 and 2017, he said, pointing to a dearth of put-option volume as evidence.\n“There’s a lack of volatility sellers to take this thing lower,” Purves said in an interview. “If there was a lot of fear, you’d see put volumes being higher.”\nStill, there are trades that can take advantage of the current levels in the VIX complex, according to Peter Cecchini, founder of AlphaOmegaAdvisorsLLC. He suggests selling April S&P calls or puts on April VIX futures, noting the steep difference between March and April VIX futures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369483539,"gmtCreate":1614070999421,"gmtModify":1704887582987,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Tesla at a discount?","listText":"Tesla at a discount?","text":"Tesla at a discount?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369483539","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160194102,"gmtCreate":1623774164406,"gmtModify":1703819137079,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160194102","repostId":"2143314917","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160109469,"gmtCreate":1623773828351,"gmtModify":1703819116167,"author":{"id":"3568029472899436","authorId":"3568029472899436","name":"Sky1z3","avatar":"https://community-static.tradeup.com/news/abfdc55726112a39656b1a0c3d169c68","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Amaxing ","listText":"Amaxing ","text":"Amaxing","images":[{"img":"https://static.tigerbbs.com/dd980f64fe6365b878dfddc28965b90c","width":"1080","height":"2600"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160109469","isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}