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2021-05-21

Wah

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2021-05-18

Ok

巴菲特又有大动作：万亿石油巨头持仓腰斩，狂买这些股

2021-05-14

Aiya

盘前：中概教育股集体反弹，涂鸦智能大幅拉升

2021-05-11

Oh

越南首富打造的车企将在美股上市，估值快赶上蔚来了

2021-05-09

Ok

从资本开支看，哪些行业提升空间仍大？

2021-05-06

Ok

下一个风口悄然酝酿，苹果AR已进入冲刺阶段

2021-04-30

Ok

Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens

2021-04-30

Good

Apple's Got A $204 Billion 'Problem' That's Costing It A Fortune

2021-04-28

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2021-04-27

Good tesla

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2021-04-25

Ok

What to watch in the markets this week

2021-04-24

Ok

Tesla Stock Split: Will It Happen Again?

2021-04-22

Like

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2021-04-22

Apple

Apple’s AirTag relies on a feature no competitor can match: One billion iPhones

2021-04-20

Tesla

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2021-04-16

Okok

8 Travel Stocks for the Grand Reopening

2021-04-14

Coinbase

Coinbase reference price set at $250 per share ahead of Nasdaq debut

2021-04-07

Betz

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2021-04-06

Comment

FOMC meeting minutes, Powell speaks: What to know this week

2021-04-06

Bond

Buffett's Berkshire Hathaway returns to yen market with bond

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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\">\n巴菲特又有大动作：万亿石油巨头持仓腰斩，狂买这些股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 10:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://news.10jqka.com.cn/20210518/c629454397.shtml><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔最新持仓公布，“股神”一季度操作也曝光了！\n今年一季度，伯克希尔进新进了一只股票，还大规模减持雪佛龙，减持比例超50%，但对苹果却一股未卖。\n周一，市场还迎来了拜登重磅发声，他宣布美国将增加2000万剂新冠疫苗分享给海外，疫苗概念股也普涨了。\n伯克希尔最新持仓公布，一季度仅新进一股 苹果一股未卖，雪佛龙仓位腰斩\n当地时间17日，伯克希尔发布最新13F报告，“股神”巴菲特及其旗下投资经理的...</p>\n\n<a href=\"http://news.10jqka.com.cn/20210518/c629454397.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/36cbb5927affdfe9097a43e43487fbb4","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"http://news.10jqka.com.cn/20210518/c629454397.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2136364950","content_text":"伯克希尔最新持仓公布，“股神”一季度操作也曝光了！\n今年一季度，伯克希尔进新进了一只股票，还大规模减持雪佛龙，减持比例超50%，但对苹果却一股未卖。\n周一，市场还迎来了拜登重磅发声，他宣布美国将增加2000万剂新冠疫苗分享给海外，疫苗概念股也普涨了。\n伯克希尔最新持仓公布，一季度仅新进一股 苹果一股未卖，雪佛龙仓位腰斩\n当地时间17日，伯克希尔发布最新13F报告，“股神”巴菲特及其旗下投资经理的最新投资操作曝光。\n伯克希尔13F报告显示，截至一季度末，伯克希尔哈撒韦公司的持仓规模为2704.35亿美元。\n\n去年年末，伯克希尔的持仓规模为2699.28亿美元，今年一季度，伯克希尔的持仓规模微微增加。\n据Whale Wisdom数据，截至一季度末，其第一大重仓股依然为苹果，持仓市值约为1084亿美元，并且持股数量没有任何变化。但由于苹果公司股价在今年一季度下跌7.8%，苹果在伯克希尔总持仓中的占比从去年年末的43.61%下降到了40.07%。\n\n一季度末的前十大重仓股中，伯克希尔在今年一季度仅对其中的三只进行了调仓：增持威瑞森，增持幅度为8%；减持瑞银，减持比例为1%；减持通用，减持比例为7%。\n今年一季度，伯克希尔大幅减持总市值超过2100亿美元(约1.4万亿人民币)的石油巨头雪佛龙，减持幅度达51%，该公司因此跌出十大重仓股之列。\n\n从调仓操作来看，今年一季度，伯克希尔仅新进1只股票，加仓4只股票，清仓2只股票，减仓11只股票。\n\n新进股票方面，伯克希尔在今年一度仅建仓做多了怡安。截至一季度末，伯克希尔对该公司的持仓市值为9.42亿美元，该公司持股占总持仓比例为0.35%，该公司位列伯克希尔第25大重仓股。\n\n一季度末以来，该公司的股价涨幅已达到11.14%，超越同期标普500的涨幅（4.79%）。\n\n前五大买入股中，包含怡安保险在内，伯克希尔在今年一季度增持威瑞森、克罗格（零售商）等四只股票。\n\n前五大卖出股中，伯克希尔一季度卖出雪佛龙、富国银行等股票。\n\n拜登宣布美国将增加2000万剂 新冠疫苗分享给海外\n据央视，美国总统拜登当地时间5月17日宣布，除了此前承诺的在7月4日前分享6000万剂阿斯利康新冠肺炎疫苗给其它国家以外，美国将增加2000万剂疫苗，包括莫德纳、辉瑞、强生和阿斯利康四个公司生产的共8000万剂疫苗将经过联邦监管机构的批准再运往海外，美国也将与国际组织新冠肺炎疫苗实施计划（COVAX）合作，确保疫苗的安全和公平分配。\n拜登还任命白宫新冠疫情应对协调员杰夫·齐恩茨（Jeffrey Zients）主要负责此项工作。\n在这一消息刺激下，阿斯利康、辉瑞、强生等抗疫概念股普涨。\n\n马斯克：特斯拉没卖比特币 特斯拉依然收跌，已经从高点回调36%\n在马斯克周日暗示特斯拉可能已出售比特币后，反转来了。\n当地时间本周一，马斯克在社交媒体上表示，特斯拉没有出售任何比特币。\n\n比特币价格立马反弹，但又迅速回落。截至发稿，比特币价格依然在43000美元之下。\n\n此前，当地时间周日，一自称加密货币分析师的用户在推特上表示，当他们在下个季度发现特斯拉已出售剩余的比特币持仓时，比特币持有者可能会扇自己耳光。对此，马斯克回复，“确实”。\n部分市场人士将这一言论解读为：马斯克在暗示特斯拉可能已经全部抛售或部分卖出了其比特币持仓。比特币随之大跌，一度重挫6000美元。这导致截至北京时间17日早晨6点30分的过去24小时内，全网加密货币市场共有16万人爆仓，爆仓金额超95亿。\n由于特斯拉持有大量比特币，比特币的走势也会影响特斯拉的投资收益，一定程度上也将影响其股价。周一，特斯拉在比特币下跌和科技股普跌的双重影响下，收跌2.19%。\n\n截至周一收盘，特斯拉股价为576.83美元，与今年一季度900.4美元的高点相比，其股价已回调35.93%。\n\n今年一季度，还有投资大佬购买了大佬特斯拉看跌期权合约。当地时间周一，《大空头》原型Dr. Michael J. Burry旗下对冲基金Scion Asset Management的13f报告公布，该报告显示，该基金在今年第一季度购买了80多万份特斯拉看跌期权合约，价值为5.344亿美元。\n这一指标创新高 通胀担忧再起，三大股指收跌\n当地时间周一，纽约联储公布的数据显示，美国5月纽约联储制造业指数录得24.3，高于预期的23.9；5月新订单指数升至28.9，为2006年3月来最高；5月支付价格指数增长8.8点至83.5，创2001年有数据记录以来的历史新高；5月收取价格指数攀升2.2点至37.1，创有数据记录以来的历史新高。\n上述数据进一步增加了人们对通胀的担忧，科技板块普跌，三大股指也收跌。\n截至周一收盘，道指跌0.16%，报34327.79点；纳指跌0.38%，报13379.05点；标普500指数跌0.25%，报4163.29点。\n\n明星科技股普跌，苹果跌0.93%，亚马逊涨1.47%，奈飞跌0.9%，谷歌涨0.23%，Facebook跌0.15%，微软跌1.20%。\n\n而热门中概股普遍跑赢大盘，阿里巴巴涨0.74%，京东涨0.09%，拼多多跌0.26%；蔚来汽车涨1.17%，理想汽车涨2.72%，小鹏汽车涨1.63%；哔哩哔哩涨1.41%，百度涨1.61%。\n\n美联储官员： 通胀压力有望在明年缓解\n当地时间周一，美联储卡普兰表示，供需失衡和基础效应将为今年的高通胀推波助澜，但预计通胀压力将在2022年缓解。\n他称，“我们的基线情景是，明年会有所放缓，但我认为这围绕着很多不确定性”，他认为美联储每月大量购买债券，产生了在金融市场、住房市场和经济中导致过度的影响。\n他认为，早点讨论这些副作用和意想不到的后果，并开始讨论随着复苏取得进展而调整这些资产购买行动是健康的。\n同一天，亚特兰大联储主席博斯蒂克也在安抚市场。博斯蒂克表示，美国仍然缺少800万个工作岗位，因此在取得实质性进展之前美联储有必要继续采取宽松政策。他认为，最近的通胀上涨是暂时性因素导致的，这些因素的影响可能会在今年晚些时候减弱。","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196042217,"gmtCreate":1621001669139,"gmtModify":1704351820817,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Aiya","listText":"Aiya","text":"Aiya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196042217","repostId":"1187732451","repostType":4,"repost":{"id":"1187732451","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620995717,"share":"https://ttm.financial/m/news/1187732451?lang=&edition=fundamental","pubTime":"2021-05-14 20:35","market":"us","language":"zh","title":"盘前：中概教育股集体反弹，涂鸦智能大幅拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1187732451","media":"老虎资讯综合","summary":"【重磅数据】美国4月零售销售月率：0%，预期：1%，前值：9.7%。美国4月进口物价指数月率：0.7%，预期：0.6%，前值：1.2%。解读：有“恐怖数据”之称的零售销售月率数据出现下滑，主要是受到基","content":"<p><b>【重磅数据】</b></p><p><b>美国4月零售销售月率：0%，预期：1%，前值：9.7%。</b></p><p>美国4月进口物价指数月率：<b>0.7%，</b>预期：0.6%，前值：1.2%。</p><p>解读：有“恐怖数据”之称的零售销售月率数据出现下滑，主要是受到基数效应的影响。3月份美国发放的救济支票提振了人们的消费能力，上个月的零售销售月率也因此大幅攀升至9.8%。</p><p>数据公布后，美股三大指数期货维持涨势，纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/3dad926531a6e6836cb8ecc59e52d492\" tg-width=\"697\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p>在线教育股盘前走高，<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>涨超5%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨4.72%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨0.87%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨3.48%。消息面上，国务院总理李克强日前签署国务院令，公布修订后的《民办教育促进法实施条例》，自2021年9月1日起施行。</p><p><a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>盘前涨超6%，第一季度营收同比增长200%，物联网、SaaS等业务收入均录得大幅增长。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Emerson Chan发表研报表示，将该股评级由中性上调至买入，目标价由25美元下调至22美元。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨1.95%。阿里周四发布财报，受反垄断罚款影响，史上首次录得季度亏损。阿里美股股价当日跌超6%。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前涨2.72%。据悉<a href=\"https://laohu8.com/S/JD\">京东</a>物流香港IPO吸引了软银与淡马锡的认购。同时，<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、老虎全球、诚通投资、铭基和<a href=\"https://laohu8.com/S/OAK\">橡树资本</a>也已参与。</p><p>新能源车概念股盘前普涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨2.75%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.32%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨1.7%。</p><p><a href=\"https://laohu8.com/S/SOHU\">搜狐</a>盘前涨超5%。财报显示，搜狐公司第一季度总收入为2.22亿美元，同比增长24%；净利润3700万美元，远超此前预期。</p><p><b>重要美股</b></p><p>“美版饿了么”<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超8%。DoorDash周四公布2021年第一季度业绩。财报显示，一季度营收10.8亿美元，同比增长198%，大于市场预期9.93亿美元，净亏损为1.1亿美元，较去年同期净亏损有所收窄。此外，DoorDash一季度订单同比增长219%至3.29亿，总订单价值（GOV）同比增长222%，至99亿美元。</p><p>“加密货币交易所第一股”<a href=\"https://laohu8.com/S/COIN\">Coinbase Global,Inc</a>盘前涨超3%。财报显示，2021年第一季度，该公司的总营收约为18亿美元，而上年同期仅为1.91亿美元。该公司第一季度净利润为7.71亿美元，与上年同期的3197.3万美元相比增长超23倍。</p><p>电动车企<a href=\"https://laohu8.com/S/FSR\">Fisker Inc</a>盘前大涨15%。Fisker周四表示，已与富士康达成汽车组装协议，计划于2023年四季度开始在美国建造工厂、制造汽车。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨2.85%，今日有消息指<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正与<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>谈判，将其加入电池供应商。</p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>表示，公司已经完成了4300万股的股票发行，在扣除佣金和费用后共募资4.28亿美元。</p><p>加密货币价格反弹，美股区块链板块盘前普涨。<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超5%，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超9%，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>涨超10%。</p><p><a href=\"https://laohu8.com/S/BNGO\">BioNano</a>盘前涨超15%，第一季度营收高于市场预期。</p><p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前跌超4%，一季度<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>+订阅用户数不及市场预期。</p><p><b>【大宗商品】</b></p><p>◆国际油价反弹。中东巴以冲突继续扩大，且美元走软为油价提供支撑。</p><p>截至发稿，WTI原油期货价格报64.48元/桶，涨幅1.03%；布伦特原油报67.81美元每桶，涨幅1.13%。</p><p><img src=\"https://static.tigerbbs.com/926adf7d74bf8084ab855ce6ff847595\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格上涨。美国通胀数据带来的恐慌情绪有所消退。</p><p>截至发稿，国际黄金期货价格报1837.00美元/盎司，涨幅0.71%。</p><p><img src=\"https://static.tigerbbs.com/508dacd366648451442e5d3ffaa8d801\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前：中概教育股集体反弹，涂鸦智能大幅拉升</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; 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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\">\n盘前：中概教育股集体反弹，涂鸦智能大幅拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-14 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>【重磅数据】</b></p><p><b>美国4月零售销售月率：0%，预期：1%，前值：9.7%。</b></p><p>美国4月进口物价指数月率：<b>0.7%，</b>预期：0.6%，前值：1.2%。</p><p>解读：有“恐怖数据”之称的零售销售月率数据出现下滑，主要是受到基数效应的影响。3月份美国发放的救济支票提振了人们的消费能力，上个月的零售销售月率也因此大幅攀升至9.8%。</p><p>数据公布后，美股三大指数期货维持涨势，纳指期货涨幅居前。</p><p><img src=\"https://static.tigerbbs.com/3dad926531a6e6836cb8ecc59e52d492\" tg-width=\"697\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p><p></p><p><b>【盘前行情】</b></p><p><b>热门中概股</b></p><p>在线教育股盘前走高，<a href=\"https://laohu8.com/S/YQ\">一起教育科技</a>涨超5%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨4.72%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨0.87%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨3.48%。消息面上，国务院总理李克强日前签署国务院令，公布修订后的《民办教育促进法实施条例》，自2021年9月1日起施行。</p><p><a href=\"https://laohu8.com/S/TUYA\">涂鸦智能</a>盘前涨超6%，第一季度营收同比增长200%，物联网、SaaS等业务收入均录得大幅增长。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Emerson Chan发表研报表示，将该股评级由中性上调至买入，目标价由25美元下调至22美元。</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘前涨1.95%。阿里周四发布财报，受反垄断罚款影响，史上首次录得季度亏损。阿里美股股价当日跌超6%。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>盘前涨2.72%。据悉<a href=\"https://laohu8.com/S/JD\">京东</a>物流香港IPO吸引了软银与淡马锡的认购。同时，<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、老虎全球、诚通投资、铭基和<a href=\"https://laohu8.com/S/OAK\">橡树资本</a>也已参与。</p><p>新能源车概念股盘前普涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨2.75%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.32%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨1.7%。</p><p><a href=\"https://laohu8.com/S/SOHU\">搜狐</a>盘前涨超5%。财报显示，搜狐公司第一季度总收入为2.22亿美元，同比增长24%；净利润3700万美元，远超此前预期。</p><p><b>重要美股</b></p><p>“美版饿了么”<a href=\"https://laohu8.com/S/DASH\">DoorDash</a>盘前涨超8%。DoorDash周四公布2021年第一季度业绩。财报显示，一季度营收10.8亿美元，同比增长198%，大于市场预期9.93亿美元，净亏损为1.1亿美元，较去年同期净亏损有所收窄。此外，DoorDash一季度订单同比增长219%至3.29亿，总订单价值（GOV）同比增长222%，至99亿美元。</p><p>“加密货币交易所第一股”<a href=\"https://laohu8.com/S/COIN\">Coinbase Global,Inc</a>盘前涨超3%。财报显示，2021年第一季度，该公司的总营收约为18亿美元，而上年同期仅为1.91亿美元。该公司第一季度净利润为7.71亿美元，与上年同期的3197.3万美元相比增长超23倍。</p><p>电动车企<a href=\"https://laohu8.com/S/FSR\">Fisker Inc</a>盘前大涨15%。Fisker周四表示，已与富士康达成汽车组装协议，计划于2023年四季度开始在美国建造工厂、制造汽车。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前涨2.85%，今日有消息指<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正与<a href=\"https://laohu8.com/S/300014\">亿纬锂能</a>谈判，将其加入电池供应商。</p><p><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>盘前涨超4%。<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>表示，公司已经完成了4300万股的股票发行，在扣除佣金和费用后共募资4.28亿美元。</p><p>加密货币价格反弹，美股区块链板块盘前普涨。<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超5%，<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>涨超9%，<a href=\"https://laohu8.com/S/MARA\">Marathon Patent</a>涨超10%。</p><p><a href=\"https://laohu8.com/S/BNGO\">BioNano</a>盘前涨超15%，第一季度营收高于市场预期。</p><p><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前跌超4%，一季度<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>+订阅用户数不及市场预期。</p><p><b>【大宗商品】</b></p><p>◆国际油价反弹。中东巴以冲突继续扩大，且美元走软为油价提供支撑。</p><p>截至发稿，WTI原油期货价格报64.48元/桶，涨幅1.03%；布伦特原油报67.81美元每桶，涨幅1.13%。</p><p><img src=\"https://static.tigerbbs.com/926adf7d74bf8084ab855ce6ff847595\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>◆黄金价格上涨。美国通胀数据带来的恐慌情绪有所消退。</p><p>截至发稿，国际黄金期货价格报1837.00美元/盎司，涨幅0.71%。</p><p><img src=\"https://static.tigerbbs.com/508dacd366648451442e5d3ffaa8d801\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187732451","content_text":"【重磅数据】美国4月零售销售月率：0%，预期：1%，前值：9.7%。美国4月进口物价指数月率：0.7%，预期：0.6%，前值：1.2%。解读：有“恐怖数据”之称的零售销售月率数据出现下滑，主要是受到基数效应的影响。3月份美国发放的救济支票提振了人们的消费能力，上个月的零售销售月率也因此大幅攀升至9.8%。数据公布后，美股三大指数期货维持涨势，纳指期货涨幅居前。【盘前行情】热门中概股在线教育股盘前走高，一起教育科技涨超5%，高途涨4.72%，新东方涨0.87%，好未来涨3.48%。消息面上，国务院总理李克强日前签署国务院令，公布修订后的《民办教育促进法实施条例》，自2021年9月1日起施行。涂鸦智能盘前涨超6%，第一季度营收同比增长200%，物联网、SaaS等业务收入均录得大幅增长。美国银行分析师Emerson Chan发表研报表示，将该股评级由中性上调至买入，目标价由25美元下调至22美元。阿里巴巴盘前涨1.95%。阿里周四发布财报，受反垄断罚款影响，史上首次录得季度亏损。阿里美股股价当日跌超6%。京东盘前涨2.72%。据悉京东物流香港IPO吸引了软银与淡马锡的认购。同时，黑石集团、老虎全球、诚通投资、铭基和橡树资本也已参与。新能源车概念股盘前普涨。蔚来涨2.75%，理想汽车涨2.32%，小鹏汽车涨1.7%。搜狐盘前涨超5%。财报显示，搜狐公司第一季度总收入为2.22亿美元，同比增长24%；净利润3700万美元，远超此前预期。重要美股“美版饿了么”DoorDash盘前涨超8%。DoorDash周四公布2021年第一季度业绩。财报显示，一季度营收10.8亿美元，同比增长198%，大于市场预期9.93亿美元，净亏损为1.1亿美元，较去年同期净亏损有所收窄。此外，DoorDash一季度订单同比增长219%至3.29亿，总订单价值（GOV）同比增长222%，至99亿美元。“加密货币交易所第一股”Coinbase Global,Inc盘前涨超3%。财报显示，2021年第一季度，该公司的总营收约为18亿美元，而上年同期仅为1.91亿美元。该公司第一季度净利润为7.71亿美元，与上年同期的3197.3万美元相比增长超23倍。电动车企Fisker Inc盘前大涨15%。Fisker周四表示，已与富士康达成汽车组装协议，计划于2023年四季度开始在美国建造工厂、制造汽车。特斯拉盘前涨2.85%，今日有消息指特斯拉正与亿纬锂能谈判，将其加入电池供应商。AMC院线盘前涨超4%。AMC院线表示，公司已经完成了4300万股的股票发行，在扣除佣金和费用后共募资4.28亿美元。加密货币价格反弹，美股区块链板块盘前普涨。亿邦国际、嘉楠科技涨超5%，Riot Blockchain涨超9%，Marathon Patent涨超10%。BioNano盘前涨超15%，第一季度营收高于市场预期。迪士尼盘前跌超4%，一季度迪士尼+订阅用户数不及市场预期。【大宗商品】◆国际油价反弹。中东巴以冲突继续扩大，且美元走软为油价提供支撑。截至发稿，WTI原油期货价格报64.48元/桶，涨幅1.03%；布伦特原油报67.81美元每桶，涨幅1.13%。◆黄金价格上涨。美国通胀数据带来的恐慌情绪有所消退。截至发稿，国际黄金期货价格报1837.00美元/盎司，涨幅0.71%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199783663,"gmtCreate":1620734232652,"gmtModify":1704347522931,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199783663","repostId":"1174772750","repostType":4,"repost":{"id":"1174772750","kind":"news","pubTimestamp":1620733135,"share":"https://ttm.financial/m/news/1174772750?lang=&edition=fundamental","pubTime":"2021-05-11 19:38","market":"us","language":"zh","title":"越南首富打造的车企将在美股上市，估值快赶上蔚来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1174772750","media":"敲黑板","summary":"房产公司造车。","content":"<p>据媒体报道，越南车企VinFast正筹备在美上市，预计估值至少为500亿美元，一旦成功，将成为越南公司最大IPO，VinFast也会成为第一家在美上市的越南公司。</p>\n<p>市值500亿美元是什么概念?中国造车新势力中市值最高的蔚来(NIO.US)，目前市值是600亿美元。</p>\n<p>2017年7月，Vinfast宣布要造越南第一辆国产汽车，目标是成为“越南特斯拉”。</p>\n<p>今年，VinFast一口气推出三款纯电动汽车，还计划在2022年出口到北美和欧洲。其CEO宣称，他们要与特斯拉竞争，并在华尔街掀起一股热潮。</p>\n<p>这一切，听起来是不是太“天方夜谭”了?</p>\n<p>毕竟，越南几乎没有汽车工业基础，只有丰田、三菱、起亚等车企的几间CKD工厂，零部件依赖进口，国产化率很低。</p>\n<p>在这样的土壤上，VinFast凭什么造车?造出来的车还能出口欧美，现在居然还要去美股上市?</p>\n<p><b>越南首富靠买买买造车</b></p>\n<p>一切，要从VinFast的创始人说起，他是越南首富潘日旺，Vingroup集团创始人，目前以73亿美元身家，在2021福布斯全球富豪榜上位列第344位。</p>\n<p>Vingroup集团的主营业务是房地产开发，购物中心、公寓楼盘、水疗中心、度假村、医院和学校遍布越南各地。</p>\n<p><img src=\"https://static.tigerbbs.com/9a0bb8e3c70b2c36970064c5c003e6f2\" tg-width=\"860\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p>\n<p>Vingroup的八大事业体系形成了一个生态圈</p>\n<p>Vingroup没有任何工业制造基础，但架不住潘日旺有钱，没有基础，就用钱买出一个基础。</p>\n<p>在海防市，Vingroup建起了总面积3.3平方千米的汽车工厂，总投资高达35亿美元。</p>\n<p>这座工厂完全采用了工业4.0技术标准，可以运用云计算和智能机器人，完成冲压、焊装、涂装及总装的整套生产体系，计划到2025年实现50万辆年产能。</p>\n<p>2018年10月，VinFast在巴黎车展上推出轿车LUX A2.0和SUV LUX SA2.0，两款车的外观造型，均由宾尼法利纳操刀，动力总成和车架都使用了宝马的技术，工程及工艺开发则由麦格纳负责。</p>\n<p>两款车并不便宜，售价分别为8亿越南盾(约合22.3万人民币)和11.36亿越南盾(约合31.7万人民币)。</p>\n<p>紧接着，VinFast又与IDG、博世、西门子、LG等企业签订了合作协议，还请来通用汽车前高层担任公司总裁，并拿下了通用汽车(GM.US)雪佛兰品牌在越南的销售权和通用的越南工厂。</p>\n<p>随后，VinFast基于欧宝Karl Rocks的底盘，又打造出一款起价3.36亿越南盾(约合9.4万人民币)的廉价两厢车Fadil。</p>\n<p>2020年，VinFast甚至发布了一款起价46亿越南盾(约合128万人民币)的旗舰SUV，基于上一代宝马X5打造，却搭载了通用的V8发动机。</p>\n<p>就这样，在其他主机厂和供应商的帮助下，VinFast东拼西凑，却用最快的速度实现了多款新车的发布和量产，而且在越南还卖得不错。</p>\n<p>2019年，VinFast在越南销售了1.7万辆新车，2020年提升到3万辆，今年一季度，VinFast向客户交付了6849辆新车，超过了福特汽车在越南的销量。</p>\n<p><b>大力发展智能电车</b></p>\n<p>由于越南国内市场容量有限，VinFast非常重视国际化路线，计划2022年进入欧洲与北美市场，并且一直对外宣称，自己的对手将是特斯拉和通用。</p>\n<p>在越来越注重排放法规的欧美市场，VinFast的产品变成了智能电动汽车。</p>\n<p><img src=\"https://static.tigerbbs.com/2089cf84bd24e7c777591ca1ced28263\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p>\n<p>今年1月，VinFast发布了VF31、VF32、VF33三款电动汽车，后更名为VF e34、VF e35和VF e36，e34已在越南开放预订，优惠后起售价为5.9亿越南盾(约合16.5万人民币)，e35和e36则用于出口海外。</p>\n<p>造电动汽车，比造燃油车更加容易，供应商也能发挥更大的作用。</p>\n<p>动力电池方面，VinFast与LG化学建立了合资公司，还将与辉能科技合作在越南生产固态电池。</p>\n<p>智能驾驶方面，VinFast使用了英伟达提供的自动驾驶方案，三款新车均拥有L2-L3级自动辅助驾驶能力，自动紧急刹车、车道偏离警示辅助、车侧盲点侦测、停车辅助等功能更是基础配备。</p>\n<p>尤其是e35和e36，配备了14个摄像头、19个传感器和激光雷达，号称未来可升级到L4。</p>\n<p>2022年，VinFast还会推出搭载英伟达(NVDA.US)Drive Xavier系统芯片的自动驾驶电动汽车。</p>\n<p>去年2月，VinFast也获得了在美国加州公共街道上测试自动驾驶汽车的许可证，并在旧金山设立了汽车研发中心。</p>\n<p>在越南国内，VinFast正在各地建设充电站，计划到2021年底，在63个省市建立约4万个充电桩，完善电动汽车的配套设施。</p>\n<p>VinFast还提出了电池租赁计划，当电池容量低于70%时，车主可更换新电池。</p>\n<p><b>汽车质量引发信任危机</b></p>\n<p>e34在越南开启预订后仅12个小时，VinFast就收到了3692份订单，创造了越南汽车市场的新纪录。</p>\n<p>不过，正当VinFast最近频繁出现在欧美媒体视线中，开始为赴美上市造势时，却遇上了一场风波。</p>\n<p>越南油管大V Tran Van Hoang</p>\n<p>拥有45万粉丝的越南油管大V Tran Van Hoang，在节目中点评了自己的VinFast LUX A2.0，说车跑了8000公里，维修了不下10次。</p>\n<p>在29分钟的视频中，Hoang抱怨该车的轮胎压力、传感器、挡风玻璃、雨刮器、无线充电等10个问题，还表示车门“吱吱”作响，与经销商也发生了不愉快。</p>\n<p>虽然提出了不少问题，但Hoang也强调，自己身为越南人，为拥有LUX A2.0感到自豪。</p>\n<p>没想到，到了5月2日，VinFast发布声明称，Hoang发布的视频包含“不真实的内容”，可能“影响了VinFast的声誉”， 尽管视频已删除，他们已保存证据并发给了警察。</p>\n<p><img src=\"https://static.tigerbbs.com/7c494f0173a184f29fdd70c540628947\" tg-width=\"1080\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<p>VinFast发布的声明</p>\n<p>VinFast还表示，“有充分的理由证明，这不是正常的投诉。”</p>\n<p>目前，越南警方已受理该案，并安排时间约谈了Hoang。</p>\n<p>5月5日，Hoang上传了一个与律师交谈的视频</p>\n<p>然而，目前油管上还有其他博主重新上传了Hoang的完整视频，大多数网友谴责了VinFast的做法，认为“让客户发声是基本权利，不管是夸奖还是质疑。”</p>\n<p>也有网友表示，VinFast汽车的刹车踏板，踩起来确实有问题。</p>\n<p><img src=\"https://static.tigerbbs.com/0ec5f1788413baebbe6970d278a1a769\" tg-width=\"767\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>还有网友表示，如果VinFast希望重获信任，应该发布视频来纠正错误，而不是“让警察谴责”消费者，一家有能力的企业不会以这种方式来解决问题。</p>\n<p><img src=\"https://static.tigerbbs.com/7afbdc46add223b0d92342e77587208c\" tg-width=\"777\" tg-height=\"176\" referrerpolicy=\"no-referrer\"></p>\n<p>还有很多越南网友在线上呼吁潘日旺来看看这个影片，并称“爱国是件很辛苦的事。”</p>\n<p><img src=\"https://static.tigerbbs.com/de95fd8dd6cc72c8f575253b409038f4\" tg-width=\"769\" tg-height=\"220\" referrerpolicy=\"no-referrer\"></p>\n<p>一时半会，VinFast在越南的“信任危机”平息不下来，但VinFast至少已经证明了一件事，在当前的造车环境中，只要资金到位，房产公司真的可以造车，至于车的质量靠不靠谱，可能又是另一码事了。</p>","source":"lsy1576811625524","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>越南首富打造的车企将在美股上市，估值快赶上蔚来了</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; 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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\">\n越南首富打造的车企将在美股上市，估值快赶上蔚来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/472346.html><strong>敲黑板</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体报道，越南车企VinFast正筹备在美上市，预计估值至少为500亿美元，一旦成功，将成为越南公司最大IPO，VinFast也会成为第一家在美上市的越南公司。\n市值500亿美元是什么概念?中国造车新势力中市值最高的蔚来(NIO.US)，目前市值是600亿美元。\n2017年7月，Vinfast宣布要造越南第一辆国产汽车，目标是成为“越南特斯拉”。\n今年，VinFast一口气推出三款纯电动汽车，还...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/472346.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d79be8b3449ca6f19c21286fc50ed804","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.zhitongcaijing.com/content/detail/472346.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174772750","content_text":"据媒体报道，越南车企VinFast正筹备在美上市，预计估值至少为500亿美元，一旦成功，将成为越南公司最大IPO，VinFast也会成为第一家在美上市的越南公司。\n市值500亿美元是什么概念?中国造车新势力中市值最高的蔚来(NIO.US)，目前市值是600亿美元。\n2017年7月，Vinfast宣布要造越南第一辆国产汽车，目标是成为“越南特斯拉”。\n今年，VinFast一口气推出三款纯电动汽车，还计划在2022年出口到北美和欧洲。其CEO宣称，他们要与特斯拉竞争，并在华尔街掀起一股热潮。\n这一切，听起来是不是太“天方夜谭”了?\n毕竟，越南几乎没有汽车工业基础，只有丰田、三菱、起亚等车企的几间CKD工厂，零部件依赖进口，国产化率很低。\n在这样的土壤上，VinFast凭什么造车?造出来的车还能出口欧美，现在居然还要去美股上市?\n越南首富靠买买买造车\n一切，要从VinFast的创始人说起，他是越南首富潘日旺，Vingroup集团创始人，目前以73亿美元身家，在2021福布斯全球富豪榜上位列第344位。\nVingroup集团的主营业务是房地产开发，购物中心、公寓楼盘、水疗中心、度假村、医院和学校遍布越南各地。\n\nVingroup的八大事业体系形成了一个生态圈\nVingroup没有任何工业制造基础，但架不住潘日旺有钱，没有基础，就用钱买出一个基础。\n在海防市，Vingroup建起了总面积3.3平方千米的汽车工厂，总投资高达35亿美元。\n这座工厂完全采用了工业4.0技术标准，可以运用云计算和智能机器人，完成冲压、焊装、涂装及总装的整套生产体系，计划到2025年实现50万辆年产能。\n2018年10月，VinFast在巴黎车展上推出轿车LUX A2.0和SUV LUX SA2.0，两款车的外观造型，均由宾尼法利纳操刀，动力总成和车架都使用了宝马的技术，工程及工艺开发则由麦格纳负责。\n两款车并不便宜，售价分别为8亿越南盾(约合22.3万人民币)和11.36亿越南盾(约合31.7万人民币)。\n紧接着，VinFast又与IDG、博世、西门子、LG等企业签订了合作协议，还请来通用汽车前高层担任公司总裁，并拿下了通用汽车(GM.US)雪佛兰品牌在越南的销售权和通用的越南工厂。\n随后，VinFast基于欧宝Karl Rocks的底盘，又打造出一款起价3.36亿越南盾(约合9.4万人民币)的廉价两厢车Fadil。\n2020年，VinFast甚至发布了一款起价46亿越南盾(约合128万人民币)的旗舰SUV，基于上一代宝马X5打造，却搭载了通用的V8发动机。\n就这样，在其他主机厂和供应商的帮助下，VinFast东拼西凑，却用最快的速度实现了多款新车的发布和量产，而且在越南还卖得不错。\n2019年，VinFast在越南销售了1.7万辆新车，2020年提升到3万辆，今年一季度，VinFast向客户交付了6849辆新车，超过了福特汽车在越南的销量。\n大力发展智能电车\n由于越南国内市场容量有限，VinFast非常重视国际化路线，计划2022年进入欧洲与北美市场，并且一直对外宣称，自己的对手将是特斯拉和通用。\n在越来越注重排放法规的欧美市场，VinFast的产品变成了智能电动汽车。\n\n今年1月，VinFast发布了VF31、VF32、VF33三款电动汽车，后更名为VF e34、VF e35和VF e36，e34已在越南开放预订，优惠后起售价为5.9亿越南盾(约合16.5万人民币)，e35和e36则用于出口海外。\n造电动汽车，比造燃油车更加容易，供应商也能发挥更大的作用。\n动力电池方面，VinFast与LG化学建立了合资公司，还将与辉能科技合作在越南生产固态电池。\n智能驾驶方面，VinFast使用了英伟达提供的自动驾驶方案，三款新车均拥有L2-L3级自动辅助驾驶能力，自动紧急刹车、车道偏离警示辅助、车侧盲点侦测、停车辅助等功能更是基础配备。\n尤其是e35和e36，配备了14个摄像头、19个传感器和激光雷达，号称未来可升级到L4。\n2022年，VinFast还会推出搭载英伟达(NVDA.US)Drive Xavier系统芯片的自动驾驶电动汽车。\n去年2月，VinFast也获得了在美国加州公共街道上测试自动驾驶汽车的许可证，并在旧金山设立了汽车研发中心。\n在越南国内，VinFast正在各地建设充电站，计划到2021年底，在63个省市建立约4万个充电桩，完善电动汽车的配套设施。\nVinFast还提出了电池租赁计划，当电池容量低于70%时，车主可更换新电池。\n汽车质量引发信任危机\ne34在越南开启预订后仅12个小时，VinFast就收到了3692份订单，创造了越南汽车市场的新纪录。\n不过，正当VinFast最近频繁出现在欧美媒体视线中，开始为赴美上市造势时，却遇上了一场风波。\n越南油管大V Tran Van Hoang\n拥有45万粉丝的越南油管大V Tran Van Hoang，在节目中点评了自己的VinFast LUX A2.0，说车跑了8000公里，维修了不下10次。\n在29分钟的视频中，Hoang抱怨该车的轮胎压力、传感器、挡风玻璃、雨刮器、无线充电等10个问题，还表示车门“吱吱”作响，与经销商也发生了不愉快。\n虽然提出了不少问题，但Hoang也强调，自己身为越南人，为拥有LUX A2.0感到自豪。\n没想到，到了5月2日，VinFast发布声明称，Hoang发布的视频包含“不真实的内容”，可能“影响了VinFast的声誉”， 尽管视频已删除，他们已保存证据并发给了警察。\n\nVinFast发布的声明\nVinFast还表示，“有充分的理由证明，这不是正常的投诉。”\n目前，越南警方已受理该案，并安排时间约谈了Hoang。\n5月5日，Hoang上传了一个与律师交谈的视频\n然而，目前油管上还有其他博主重新上传了Hoang的完整视频，大多数网友谴责了VinFast的做法，认为“让客户发声是基本权利，不管是夸奖还是质疑。”\n也有网友表示，VinFast汽车的刹车踏板，踩起来确实有问题。\n\n还有网友表示，如果VinFast希望重获信任，应该发布视频来纠正错误，而不是“让警察谴责”消费者，一家有能力的企业不会以这种方式来解决问题。\n\n还有很多越南网友在线上呼吁潘日旺来看看这个影片，并称“爱国是件很辛苦的事。”\n\n一时半会，VinFast在越南的“信任危机”平息不下来，但VinFast至少已经证明了一件事，在当前的造车环境中，只要资金到位，房产公司真的可以造车，至于车的质量靠不靠谱，可能又是另一码事了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190040318,"gmtCreate":1620559220034,"gmtModify":1704344967030,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190040318","repostId":"1164615477","repostType":4,"repost":{"id":"1164615477","kind":"news","pubTimestamp":1620527868,"share":"https://ttm.financial/m/news/1164615477?lang=&edition=fundamental","pubTime":"2021-05-09 10:37","market":"sh","language":"zh","title":"从资本开支看，哪些行业提升空间仍大？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164615477","media":"熊园观察","summary":"我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、","content":"<p>我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、有色、钢铁等行业将加速修复（目前已得到验证）。本文延续此前分析框架，基于最新经济数据、上市公司2020年报和2021年一季报，对各行业资本开支情况作出更新和分析。</p>\n<p><b>核心结论：</b></p>\n<p>1、整体制造业的资本开支仍处于修复进程中，化工、有色、钢铁如期加速修复。</p>\n<p>2、我们认为“盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位”的行业，增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）等行业的内生动力仍然最强，医药行业也较强；中游和下游的多数行业暂时较弱。</p>\n<p>3、综合看，有色、化工资本开支增速仍处于相对低位，未来提升空间相对更大，需关注环保政策扰动。</p>\n<p><b>报告摘要：</b></p>\n<p><b>一、目前各行业资本开支的修复情况如何？</b></p>\n<p>&gt;整体制造业资本开支仍处于修复进程中。对比2021年Q1与2019年末的增速差：1）从固投看，多数行业2021年Q1复合平均增速仍低于疫情前，<b>化纤</b>、造纸、医药、电气机械、运输设备、<b>有色、黑色</b>等行业增速高于疫情前；2）从资本支出(净额)看，多数行业2021年Q1复合平均增速已高于疫情前，但建材、采掘、汽车、建筑装饰等行业增速仍明显较低。</p>\n<p>&gt;化工、有色、钢铁如期加速修复。对比2021年Q1与2020年Q3的增速差，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断。此外，关注四种现象背后的经济含义：1）交运设备、造纸、电气设备的资本开支增速持续提升，反映景气度维持高位；2）医药、电子、汽车的固投和资本支出增速走势背离，可能与无形资产投资增加、集中度提升有关；3）服装和纺织资本开支走势分化，反映疫情受控影响；4）机械、建材的资本开支也有所加速，应是反映了全球资本开支周期回升、建筑业施工加快。</p>\n<p><b>二、目前各行业资本开支的内生动力如何？</b></p>\n<p>延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：</p>\n<p>&gt;企业盈利：上游强势、中下游明显承压，反映了PPI-CPI剪刀差持续扩大的影响；上游多数行业和下游的医药、家具、造纸盈利涨势仍强。</p>\n<p>&gt;产能利用率：多数行业小幅回落，可能与季节性因素有关；上中游产能利用率仍处高位，化纤、专用设备、纺织逆势提升。</p>\n<p>&gt;库存水平：上中游多数已在补库，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶、黑色、有色和多数中游行业库存增速已在高位。</p>\n<p>&gt;资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子行业的资产负债率处于低位。</p>\n<p>我们认为盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位的行业增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）行业增加投资的内生动力仍然最强，医药行业也较强；中游多数行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率高位，增加投资的内生动力可能暂时较弱。</p>\n<p><b>三、总结论：整体制造业资本开支仍处修复进程，有色、化工提升空间相对更大，环保政策是扰动</b></p>\n<p>综合看，整体制造业资本开支仍处修复进程，化工（化学制品、化纤）、有色、黑色（钢铁）、医药正处加速修复进程、内生动力仍强，其中：黑色（钢铁）、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来提升空间可能相对更大；特别提示，需关注后续环保政策对上游行业资本开支的压制。</p>\n<p><b>风险提示：</b>疫情演化超预期，外部环境恶化超预期，政策收紧超预期。</p>\n<p><b>正文如下：</b></p>\n<p><b>一、目前各行业资本开支实际恢复情况如何？</b></p>\n<p><b>1、整体制造业资本开支仍处于修复进程中</b></p>\n<p><b>用最新一期（2021.3）与2019年末的增速差</b>衡量疫情后资本开支的恢复情况，制造业资本开支整体仍处于修复进程中，恢复正常水平的行业比例提升，但仍有较多行业低于疫情前。具体而言：</p>\n<p>&gt;从固定资产投资看，多数行业2021年Q1较2019年同期复合平均增速仍低于疫情前，其中仅化纤、造纸、食品加工、医药、电气机械、运输设备、有色、黑色增速高于疫情前。</p>\n<p>&gt;从资本支出（净额）增速看，多数行业2021年Q1较2019年同期复合平均增速已经高于疫情前，其中家电、计算机、轻工、电子、交运、医药、电气设备增速较疫情前涨幅明显；机械设备、通信、钢铁、纺服、有色也恢复较好；化工跌幅明显收窄；建材、食品、军工、采掘、汽车、建筑装饰等行业仍明显低于疫情前。</p>\n<p><img src=\"https://static.tigerbbs.com/f677a1b67b6850e725fd194e3b5b0c5f\" tg-width=\"988\" tg-height=\"775\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、化工、有色、钢铁如期加速修复</b></p>\n<p>回顾我们去年年底的判断，即综合各行业资本开支的内生动力和实际恢复情况来看，化工、有色、钢铁等行业将加速修复。截止2021年一季度，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断：</p>\n<p>&gt;从固定资产投资增速来看，化纤、有色、化学制品、黑色金属业固投增速较去年Q3分别提升了16、12、10、3个百分点，化工和有色是固投增速升幅最大的几个行业之一；</p>\n<p>&gt;从资本支出（购建固定资产、无形资产和其他长期资产支付的现金）增速来看，钢铁、化工、有色资本支出增速也较去年Q3分别提升了28、18、2个百分点。</p>\n<p>此外，四种现象背后的经济含义值得注意：</p>\n<p>&gt;交运设备、造纸、电气设备行业此前资本开支已经在加速，近期增速多继续提升，显示相关行业景气度持续较高；</p>\n<p>&gt;医药、电子、汽车行业的固投增速和资本支出增速走势分化，其固投增速回落或基本持平，但资本支出增速仍明显提升，其背后可能包括两方面原因：一是三大行业增加了在知识产权等无形资产的投资，如长春高新、比亚迪等公司最近半年的无形资产增速大幅高于固定资产增速；二是可能反映了市场集中度的提升，资本开支向上市企业集中。</p>\n<p>&gt;服装和纺织资本开支增速走势分化，服装业升而纺织业降，反映了疫情受控的影响。</p>\n<p>&gt;机械设备、建材行业资本开支增速也有所加速，可能反映了全球资本开支周期回升以及建筑业施工加快的影响。</p>\n<p><img src=\"https://static.tigerbbs.com/94fece1599ee21320f5129dd83c5ce87\" tg-width=\"987\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c6d56ee2b1e417249d8f55c853ec9b04\" tg-width=\"682\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/8b8d3a118fa5734dfbfcc2d6fafdd1bf\" tg-width=\"678\" tg-height=\"526\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/c4f75a5fda61e9fab922bd391db269a0\" tg-width=\"688\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/b9e694b52ed2f067d9779bdff586df5a\" tg-width=\"690\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p>\n<p><b>二、那些行业资本开支的内生动力仍强？</b></p>\n<p>延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：</p>\n<p><b>1、企业盈利：上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强</b></p>\n<p>整体看，多数行业利润增速已超过2019年水平，上游对中下游利润的挤压明显，其中：</p>\n<p><b>&gt;上游原材料业：</b>化学制品、化纤、橡胶塑料、黑色、有色金属冶炼业利润增速升至近年来高位，且涨势仍然强劲；</p>\n<p><b>&gt;中游装备业：</b>增速普遍趋于放缓；</p>\n<p><b>&gt;下游消费品业：</b>医药、家具、造纸涨势仍强。</p>\n<p><img src=\"https://static.tigerbbs.com/6a65e144e779aed537b036b244987eb8\" tg-width=\"981\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、产能利用率：多数行业小幅回落，上中游仍处高位，化纤、专用设备、纺织逆势提升</b></p>\n<p><b>&gt;上游原材料业、中游装备业</b>的多数行业的产能利用率均处于近年来高位，其中化纤、专用设备业逆势提升；</p>\n<p><b>&gt;下游消费品业</b>的产能利用率多数回落，纺织业逆势提升。</p>\n<p><img src=\"https://static.tigerbbs.com/c454e3a1e36ff9793643eaae17991272\" tg-width=\"979\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p><b>3、库存：上中游多数已在补库，库存水平接近高位；下游维持中位水平震荡</b></p>\n<p><b>&gt;上游原材料业</b>多数行业库存增速触底回升，橡胶塑料、黑色、有色等行业库存增速较高，化纤行业库存增速仍处于低位。</p>\n<p><b>&gt;中游装备业</b>多数行业库存增速较高，其中金属制品、专用设备、电气机械、仪器仪表行业持续补库；通用设备、交运设备业高位震荡；</p>\n<p><b>&gt;下游消费品业</b>多数行业库存增速维持中位水平震荡。</p>\n<p><img src=\"https://static.tigerbbs.com/765fdf8ef29b5f7dd8f122c9a28ad0b4\" tg-width=\"989\" tg-height=\"530\" referrerpolicy=\"no-referrer\"></p>\n<p><b>4、资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子处于低位</b></p>\n<p><b>&gt;上游原材料业</b>负债率多数下行，橡胶、非金属矿物处于近年来高位，石油煤炭加工、化学制品、黑色、有色金属业处于历史低位。</p>\n<p><b>&gt;中游装备业</b>的金属制品、通用、专用设备处于近年来高位，交运设备处于低位，电气机械、仪器仪表处于中位水平；</p>\n<p><b>&gt;下游消费品业</b>的医药、电子处于低位，食品制造、纺织、家具、造纸业处于高位。</p>\n<p><img src=\"https://static.tigerbbs.com/24f4e4c43ac91f8668d0fea90f407ec4\" tg-width=\"995\" tg-height=\"502\" referrerpolicy=\"no-referrer\"></p>\n<p>综上所述：</p>\n<p><b>1）盈利：</b>上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强；</p>\n<p><b>2）产能利用率：</b>多数行业小幅回落，上中游仍处高位；化纤、专用设备、纺织逆势提升；</p>\n<p><b>3）库存：</b>上中游多数已在补库，库存水平接近高位，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶塑料、黑色、有色和多数中游行业库存增速已在高位；</p>\n<p><b>4）资产负债率：</b>上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子业的资产负债率处于低位。</p>\n<p>我们认为盈利涨势强劲、产能利用率处于高位、库存处于低位或在已开始补库、资产负债率处于低位的行业增加投资的内生动力更强。</p>\n<p>据此看：上游的化工（化学制品、化纤）、有色、黑色金属加工业增加投资的内生动力仍然最强，医药行业也较强；而中游行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率处于高位，增加投资的意愿可能暂时较弱。</p>\n<p>综合来看：</p>\n<p>1、整体制造业资本开支仍处修复进程；</p>\n<p>2、目前内生动力较强的行业包括化工（化纤、化学制品）、有色、黑色金属、医药，这几个行业的资本开支也正处于加速修复过程，其中：黑色、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来可能仍有较大空间。</p>\n<p><b>风险提示:</b></p>\n<p>1、疫情超预期演化：近期印度疫情大幅爆发，如后续病毒发生变异、疫苗效果不及预期，导致全球疫情再度大幅恶化，可能拖累经济复苏和资本开支。</p>\n<p>2、外部环境恶化超预期：如拜登政府对华超预期强硬等，中美摩擦可能进一步恶化，打击企业投资信心。</p>\n<p>3、政策收紧超预期：碳减排目标下，如环保政策超预期收紧，可能抑制企业投资意愿。</p>","source":"lsy1589878828889","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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\">\n从资本开支看，哪些行业提升空间仍大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-09 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/YQn_uu2tpmYKiOa8pke4pg><strong>熊园观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、有色、钢铁等行业将加速修复（目前已得到验证）。本文延续此前分析框架，基于最新经济数据、上市公司2020年报和2021年一季报，对各行业资本开支情况作出更新和分析。\n核心结论：\n1、整体制造业的资本开支...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YQn_uu2tpmYKiOa8pke4pg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/YQn_uu2tpmYKiOa8pke4pg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164615477","content_text":"我们在去年底报告《从资本开支看，哪些行业可能加速修复？》中提出，资本开支是经济内生动力的直接反映，也是观察各行业景气程度的重要参考，并从内生动力和疫后恢复情况2大维度、6个指标入手，当时研究发现化工、有色、钢铁等行业将加速修复（目前已得到验证）。本文延续此前分析框架，基于最新经济数据、上市公司2020年报和2021年一季报，对各行业资本开支情况作出更新和分析。\n核心结论：\n1、整体制造业的资本开支仍处于修复进程中，化工、有色、钢铁如期加速修复。\n2、我们认为“盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位”的行业，增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）等行业的内生动力仍然最强，医药行业也较强；中游和下游的多数行业暂时较弱。\n3、综合看，有色、化工资本开支增速仍处于相对低位，未来提升空间相对更大，需关注环保政策扰动。\n报告摘要：\n一、目前各行业资本开支的修复情况如何？\n>整体制造业资本开支仍处于修复进程中。对比2021年Q1与2019年末的增速差：1）从固投看，多数行业2021年Q1复合平均增速仍低于疫情前，化纤、造纸、医药、电气机械、运输设备、有色、黑色等行业增速高于疫情前；2）从资本支出(净额)看，多数行业2021年Q1复合平均增速已高于疫情前，但建材、采掘、汽车、建筑装饰等行业增速仍明显较低。\n>化工、有色、钢铁如期加速修复。对比2021年Q1与2020年Q3的增速差，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断。此外，关注四种现象背后的经济含义：1）交运设备、造纸、电气设备的资本开支增速持续提升，反映景气度维持高位；2）医药、电子、汽车的固投和资本支出增速走势背离，可能与无形资产投资增加、集中度提升有关；3）服装和纺织资本开支走势分化，反映疫情受控影响；4）机械、建材的资本开支也有所加速，应是反映了全球资本开支周期回升、建筑业施工加快。\n二、目前各行业资本开支的内生动力如何？\n延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：\n>企业盈利：上游强势、中下游明显承压，反映了PPI-CPI剪刀差持续扩大的影响；上游多数行业和下游的医药、家具、造纸盈利涨势仍强。\n>产能利用率：多数行业小幅回落，可能与季节性因素有关；上中游产能利用率仍处高位，化纤、专用设备、纺织逆势提升。\n>库存水平：上中游多数已在补库，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶、黑色、有色和多数中游行业库存增速已在高位。\n>资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子行业的资产负债率处于低位。\n我们认为盈利涨势强劲、产能利用率高位、库存低位回升、资产负债率低位的行业增加投资的内生动力更强。据此看：上游的化工（化学制品、化纤）、有色、黑色（钢铁）行业增加投资的内生动力仍然最强，医药行业也较强；中游多数行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率高位，增加投资的内生动力可能暂时较弱。\n三、总结论：整体制造业资本开支仍处修复进程，有色、化工提升空间相对更大，环保政策是扰动\n综合看，整体制造业资本开支仍处修复进程，化工（化学制品、化纤）、有色、黑色（钢铁）、医药正处加速修复进程、内生动力仍强，其中：黑色（钢铁）、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来提升空间可能相对更大；特别提示，需关注后续环保政策对上游行业资本开支的压制。\n风险提示：疫情演化超预期，外部环境恶化超预期，政策收紧超预期。\n正文如下：\n一、目前各行业资本开支实际恢复情况如何？\n1、整体制造业资本开支仍处于修复进程中\n用最新一期（2021.3）与2019年末的增速差衡量疫情后资本开支的恢复情况，制造业资本开支整体仍处于修复进程中，恢复正常水平的行业比例提升，但仍有较多行业低于疫情前。具体而言：\n>从固定资产投资看，多数行业2021年Q1较2019年同期复合平均增速仍低于疫情前，其中仅化纤、造纸、食品加工、医药、电气机械、运输设备、有色、黑色增速高于疫情前。\n>从资本支出（净额）增速看，多数行业2021年Q1较2019年同期复合平均增速已经高于疫情前，其中家电、计算机、轻工、电子、交运、医药、电气设备增速较疫情前涨幅明显；机械设备、通信、钢铁、纺服、有色也恢复较好；化工跌幅明显收窄；建材、食品、军工、采掘、汽车、建筑装饰等行业仍明显低于疫情前。\n\n2、化工、有色、钢铁如期加速修复\n回顾我们去年年底的判断，即综合各行业资本开支的内生动力和实际恢复情况来看，化工、有色、钢铁等行业将加速修复。截止2021年一季度，化工、有色、钢铁三大行业的资本开支均加速上行，验证了我们此前判断：\n>从固定资产投资增速来看，化纤、有色、化学制品、黑色金属业固投增速较去年Q3分别提升了16、12、10、3个百分点，化工和有色是固投增速升幅最大的几个行业之一；\n>从资本支出（购建固定资产、无形资产和其他长期资产支付的现金）增速来看，钢铁、化工、有色资本支出增速也较去年Q3分别提升了28、18、2个百分点。\n此外，四种现象背后的经济含义值得注意：\n>交运设备、造纸、电气设备行业此前资本开支已经在加速，近期增速多继续提升，显示相关行业景气度持续较高；\n>医药、电子、汽车行业的固投增速和资本支出增速走势分化，其固投增速回落或基本持平，但资本支出增速仍明显提升，其背后可能包括两方面原因：一是三大行业增加了在知识产权等无形资产的投资，如长春高新、比亚迪等公司最近半年的无形资产增速大幅高于固定资产增速；二是可能反映了市场集中度的提升，资本开支向上市企业集中。\n>服装和纺织资本开支增速走势分化，服装业升而纺织业降，反映了疫情受控的影响。\n>机械设备、建材行业资本开支增速也有所加速，可能反映了全球资本开支周期回升以及建筑业施工加快的影响。\n\n\n\n\n\n二、那些行业资本开支的内生动力仍强？\n延续此前分析框架，制造业投资的内生动力取决于投资意愿和投资能力，进而取决于企业盈利、产能利用率、库存水平、负债率等方面：\n1、企业盈利：上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强\n整体看，多数行业利润增速已超过2019年水平，上游对中下游利润的挤压明显，其中：\n>上游原材料业：化学制品、化纤、橡胶塑料、黑色、有色金属冶炼业利润增速升至近年来高位，且涨势仍然强劲；\n>中游装备业：增速普遍趋于放缓；\n>下游消费品业：医药、家具、造纸涨势仍强。\n\n2、产能利用率：多数行业小幅回落，上中游仍处高位，化纤、专用设备、纺织逆势提升\n>上游原材料业、中游装备业的多数行业的产能利用率均处于近年来高位，其中化纤、专用设备业逆势提升；\n>下游消费品业的产能利用率多数回落，纺织业逆势提升。\n\n3、库存：上中游多数已在补库，库存水平接近高位；下游维持中位水平震荡\n>上游原材料业多数行业库存增速触底回升，橡胶塑料、黑色、有色等行业库存增速较高，化纤行业库存增速仍处于低位。\n>中游装备业多数行业库存增速较高，其中金属制品、专用设备、电气机械、仪器仪表行业持续补库；通用设备、交运设备业高位震荡；\n>下游消费品业多数行业库存增速维持中位水平震荡。\n\n4、资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子处于低位\n>上游原材料业负债率多数下行，橡胶、非金属矿物处于近年来高位，石油煤炭加工、化学制品、黑色、有色金属业处于历史低位。\n>中游装备业的金属制品、通用、专用设备处于近年来高位，交运设备处于低位，电气机械、仪器仪表处于中位水平；\n>下游消费品业的医药、电子处于低位，食品制造、纺织、家具、造纸业处于高位。\n\n综上所述：\n1）盈利：上游强势、中下游明显承压；上游多数行业和下游的医药、家具、造纸涨势仍强；\n2）产能利用率：多数行业小幅回落，上中游仍处高位；化纤、专用设备、纺织逆势提升；\n3）库存：上中游多数已在补库，库存水平接近高位，下游维持中位水平震荡；化纤库存水平较低，上游的橡胶塑料、黑色、有色和多数中游行业库存增速已在高位；\n4）资产负债率：上游多数下行，中下游分化较大；石油煤炭加工、化学制品、黑色、有色金属、交运设备、医药、电子业的资产负债率处于低位。\n我们认为盈利涨势强劲、产能利用率处于高位、库存处于低位或在已开始补库、资产负债率处于低位的行业增加投资的内生动力更强。\n据此看：上游的化工（化学制品、化纤）、有色、黑色金属加工业增加投资的内生动力仍然最强，医药行业也较强；而中游行业受制于利润承压、库存高位，下游多数行业受制于利润承压、资产负债率处于高位，增加投资的意愿可能暂时较弱。\n综合来看：\n1、整体制造业资本开支仍处修复进程；\n2、目前内生动力较强的行业包括化工（化纤、化学制品）、有色、黑色金属、医药，这几个行业的资本开支也正处于加速修复过程，其中：黑色、医药资本开支增速已达到近年来高点，未来提升空间可能有限；有色、化工资本开支增速仍处于相对低位，未来可能仍有较大空间。\n风险提示:\n1、疫情超预期演化：近期印度疫情大幅爆发，如后续病毒发生变异、疫苗效果不及预期，导致全球疫情再度大幅恶化，可能拖累经济复苏和资本开支。\n2、外部环境恶化超预期：如拜登政府对华超预期强硬等，中美摩擦可能进一步恶化，打击企业投资信心。\n3、政策收紧超预期：碳减排目标下，如环保政策超预期收紧，可能抑制企业投资意愿。","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105299254,"gmtCreate":1620304157578,"gmtModify":1704341618066,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/105299254","repostId":"2133822573","repostType":4,"repost":{"id":"2133822573","kind":"highlight","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1620303771,"share":"https://ttm.financial/m/news/2133822573?lang=&edition=fundamental","pubTime":"2021-05-06 20:22","market":"us","language":"zh","title":"下一个风口悄然酝酿，苹果AR已进入冲刺阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2133822573","media":"Wind万得","summary":"5月5日，苹果公司宣布从其先进制造基金中拨款4.1亿美元投资给II-VI公司，该公司是一家LiDAR制造商，为苹果提供iPhone和iPad组件，以实现先进的AR体验。\n此外，近日，苹果公司的两项新专","content":"<p>5月5日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司宣布从其先进制造基金中拨款4.1亿美元投资给II-VI公司，该公司是一家LiDAR制造商，为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>提供iPhone和iPad组件，以实现先进的AR体验。</p>\n<p>此外，近日，苹果公司的两项新专利曝光，在专利中苹果的头显设备可以自动解决用户的视角和所连接摄像头之间的差异，而外围照明可以使用户的眼睛更容易适应佩戴AR或VR头显。</p>\n<p>种种迹象表明，苹果推出AR设备渐行渐近，整个产业链可能出于被激活的前夜。</p>\n<p><img src=\"https://static.tigerbbs.com/f1703452d3e232466b008d5ad370b326\" tg-width=\"796\" tg-height=\"284\" referrerpolicy=\"no-referrer\"></p>\n<p>苹果开发AR眼镜进入冲刺阶段</p>\n<p>苹果开发AR眼镜已经进入第五年，从2017-2018年间就开始设计，2019年首个样品出炉。然而，从2019年到现在，设计就频繁变更，原定于2021年初进行的P2测试，迄今仍无确切消息。但从最新的进展来看，已经不会太久。</p>\n<p>虽然苹果未正式公布其AR眼镜，但该公司首席执行官蒂姆·库克一直在强调AR领域的重要性，并在采访中表示对自家AR眼镜极具信心。同时还提到了AR对苹果的未来发展至关重要，使用者可透过AR技术，让对话变得更丰富有趣。</p>\n<p>库克指出，AR可让使用者在眼镜中看到图表或补充资料，让彼此对话更丰富，也更容易理解，AR技术也会深入民众生活，改变大家的社交方式，并可同时应用在健康、教育、零售与游戏等领域。此番谈话也更确定，苹果AR眼镜的对象是消费者。</p>\n<p>考虑到AR眼镜的重量和应用问题，苹果首款针对消费市场的AR眼镜可能需要等到2025年。供应链对此表示，是否会拖到2025年目前还难以确定，但可以肯定的是，苹果的主要竞争对手<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>将会在2022年推出AR眼镜。</p>\n<p>据此前的报道，在推出AR眼镜之前，苹果将在2022年率先推出一款定位小众市场的MR头显，该头显重量有望控制在100g-200g，售价将在1000美元左右，与“高端iPhone”相近，其作用主要为了将来更主流的“AR眼镜”做铺垫。</p>\n<p><img src=\"https://static.tigerbbs.com/8fcc0e128305ab02fe0fbf952a6e4541\" tg-width=\"796\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>AR巨大商业价值等待挖掘</p>\n<p>目前，市场各方对AR、VR充满期待，有消费者，也有行业的专业用户。</p>\n<p>专业人士认为，一旦技术达到临界点，就能带来巨大的价值。如仅仅是能替代差旅的全息telepresence应用，就可能彻底打破地理位置的限制。从应用场景来看，VR侧重于游戏、视频、直播与社交等大众市场，AR侧重于工业等垂直应用，5G时代为这两大应用的正式落地提供了技术支持，庞大的市场放量在即。</p>\n<p>根据预测,2021年全球vr产品同比增长约为46.2%,且2020至2024年的复合增长率约为48%,2025年全球AR设备出货量将达到2440万部(2020年全球VR/AR合计出货仅584万台)。Strategy Analytics预测到2025年XR总出货量将增长6倍,XR硬件收入将在2025年超过280亿美元。</p>\n<p>巨头们已经准备好新赛道的角逐</p>\n<p>目前,主流VR头显设备提供商包括<a href=\"https://laohu8.com/S/FB\">Facebook</a>旗下的Oculus、<a href=\"https://laohu8.com/S/SNE\">索尼</a>、宏达国际电子,以及后来者<a href=\"https://laohu8.com/S/MSFT\">微软</a>。</p>\n<p>除了苹果在五年以来，投入重金不断研发以外。<a href=\"https://laohu8.com/S/FB\">Facebook</a>也是这一领域的重量级选手，根据Facebook财报显示，该公司今年的支出将在700亿美元至730亿美元之间，相比于此前预期的为680亿美元至730亿美元，今年支出将大幅增长，公开资料显示，FACEBOOK这笔巨额的支出将主要用于对技术、产品、人才、基础设施以及消费硬件的投资，其中，投资VR/AR等虚拟现实产业的比重大幅增加。</p>\n<p>Facebook旗下的Oculus 2已经是目前市面上最受欢迎的头戴式虚拟设备，2021年一季度Oculus 2的销售量大幅增加，Facebook对这类产品的兴趣愈加浓厚，并且正准备在今年晚些时候发布一副“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜”。</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>下一个风口悄然酝酿，苹果AR已进入冲刺阶段</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; 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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\">\n下一个风口悄然酝酿，苹果AR已进入冲刺阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-05-06 20:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月5日，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司宣布从其先进制造基金中拨款4.1亿美元投资给II-VI公司，该公司是一家LiDAR制造商，为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>提供iPhone和iPad组件，以实现先进的AR体验。</p>\n<p>此外，近日，苹果公司的两项新专利曝光，在专利中苹果的头显设备可以自动解决用户的视角和所连接摄像头之间的差异，而外围照明可以使用户的眼睛更容易适应佩戴AR或VR头显。</p>\n<p>种种迹象表明，苹果推出AR设备渐行渐近，整个产业链可能出于被激活的前夜。</p>\n<p><img src=\"https://static.tigerbbs.com/f1703452d3e232466b008d5ad370b326\" tg-width=\"796\" tg-height=\"284\" referrerpolicy=\"no-referrer\"></p>\n<p>苹果开发AR眼镜进入冲刺阶段</p>\n<p>苹果开发AR眼镜已经进入第五年，从2017-2018年间就开始设计，2019年首个样品出炉。然而，从2019年到现在，设计就频繁变更，原定于2021年初进行的P2测试，迄今仍无确切消息。但从最新的进展来看，已经不会太久。</p>\n<p>虽然苹果未正式公布其AR眼镜，但该公司首席执行官蒂姆·库克一直在强调AR领域的重要性，并在采访中表示对自家AR眼镜极具信心。同时还提到了AR对苹果的未来发展至关重要，使用者可透过AR技术，让对话变得更丰富有趣。</p>\n<p>库克指出，AR可让使用者在眼镜中看到图表或补充资料，让彼此对话更丰富，也更容易理解，AR技术也会深入民众生活，改变大家的社交方式，并可同时应用在健康、教育、零售与游戏等领域。此番谈话也更确定，苹果AR眼镜的对象是消费者。</p>\n<p>考虑到AR眼镜的重量和应用问题，苹果首款针对消费市场的AR眼镜可能需要等到2025年。供应链对此表示，是否会拖到2025年目前还难以确定，但可以肯定的是，苹果的主要竞争对手<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>将会在2022年推出AR眼镜。</p>\n<p>据此前的报道，在推出AR眼镜之前，苹果将在2022年率先推出一款定位小众市场的MR头显，该头显重量有望控制在100g-200g，售价将在1000美元左右，与“高端iPhone”相近，其作用主要为了将来更主流的“AR眼镜”做铺垫。</p>\n<p><img src=\"https://static.tigerbbs.com/8fcc0e128305ab02fe0fbf952a6e4541\" tg-width=\"796\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p>\n<p>AR巨大商业价值等待挖掘</p>\n<p>目前，市场各方对AR、VR充满期待，有消费者，也有行业的专业用户。</p>\n<p>专业人士认为，一旦技术达到临界点，就能带来巨大的价值。如仅仅是能替代差旅的全息telepresence应用，就可能彻底打破地理位置的限制。从应用场景来看，VR侧重于游戏、视频、直播与社交等大众市场，AR侧重于工业等垂直应用，5G时代为这两大应用的正式落地提供了技术支持，庞大的市场放量在即。</p>\n<p>根据预测,2021年全球vr产品同比增长约为46.2%,且2020至2024年的复合增长率约为48%,2025年全球AR设备出货量将达到2440万部(2020年全球VR/AR合计出货仅584万台)。Strategy Analytics预测到2025年XR总出货量将增长6倍,XR硬件收入将在2025年超过280亿美元。</p>\n<p>巨头们已经准备好新赛道的角逐</p>\n<p>目前,主流VR头显设备提供商包括<a href=\"https://laohu8.com/S/FB\">Facebook</a>旗下的Oculus、<a href=\"https://laohu8.com/S/SNE\">索尼</a>、宏达国际电子,以及后来者<a href=\"https://laohu8.com/S/MSFT\">微软</a>。</p>\n<p>除了苹果在五年以来，投入重金不断研发以外。<a href=\"https://laohu8.com/S/FB\">Facebook</a>也是这一领域的重量级选手，根据Facebook财报显示，该公司今年的支出将在700亿美元至730亿美元之间，相比于此前预期的为680亿美元至730亿美元，今年支出将大幅增长，公开资料显示，FACEBOOK这笔巨额的支出将主要用于对技术、产品、人才、基础设施以及消费硬件的投资，其中，投资VR/AR等虚拟现实产业的比重大幅增加。</p>\n<p>Facebook旗下的Oculus 2已经是目前市面上最受欢迎的头戴式虚拟设备，2021年一季度Oculus 2的销售量大幅增加，Facebook对这类产品的兴趣愈加浓厚，并且正准备在今年晚些时候发布一副“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe94570f3a558c1080e0d26e0b2c0ac9","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133822573","content_text":"5月5日，苹果公司宣布从其先进制造基金中拨款4.1亿美元投资给II-VI公司，该公司是一家LiDAR制造商，为苹果提供iPhone和iPad组件，以实现先进的AR体验。\n此外，近日，苹果公司的两项新专利曝光，在专利中苹果的头显设备可以自动解决用户的视角和所连接摄像头之间的差异，而外围照明可以使用户的眼睛更容易适应佩戴AR或VR头显。\n种种迹象表明，苹果推出AR设备渐行渐近，整个产业链可能出于被激活的前夜。\n\n苹果开发AR眼镜进入冲刺阶段\n苹果开发AR眼镜已经进入第五年，从2017-2018年间就开始设计，2019年首个样品出炉。然而，从2019年到现在，设计就频繁变更，原定于2021年初进行的P2测试，迄今仍无确切消息。但从最新的进展来看，已经不会太久。\n虽然苹果未正式公布其AR眼镜，但该公司首席执行官蒂姆·库克一直在强调AR领域的重要性，并在采访中表示对自家AR眼镜极具信心。同时还提到了AR对苹果的未来发展至关重要，使用者可透过AR技术，让对话变得更丰富有趣。\n库克指出，AR可让使用者在眼镜中看到图表或补充资料，让彼此对话更丰富，也更容易理解，AR技术也会深入民众生活，改变大家的社交方式，并可同时应用在健康、教育、零售与游戏等领域。此番谈话也更确定，苹果AR眼镜的对象是消费者。\n考虑到AR眼镜的重量和应用问题，苹果首款针对消费市场的AR眼镜可能需要等到2025年。供应链对此表示，是否会拖到2025年目前还难以确定，但可以肯定的是，苹果的主要竞争对手三星将会在2022年推出AR眼镜。\n据此前的报道，在推出AR眼镜之前，苹果将在2022年率先推出一款定位小众市场的MR头显，该头显重量有望控制在100g-200g，售价将在1000美元左右，与“高端iPhone”相近，其作用主要为了将来更主流的“AR眼镜”做铺垫。\n\nAR巨大商业价值等待挖掘\n目前，市场各方对AR、VR充满期待，有消费者，也有行业的专业用户。\n专业人士认为，一旦技术达到临界点，就能带来巨大的价值。如仅仅是能替代差旅的全息telepresence应用，就可能彻底打破地理位置的限制。从应用场景来看，VR侧重于游戏、视频、直播与社交等大众市场，AR侧重于工业等垂直应用，5G时代为这两大应用的正式落地提供了技术支持，庞大的市场放量在即。\n根据预测,2021年全球vr产品同比增长约为46.2%,且2020至2024年的复合增长率约为48%,2025年全球AR设备出货量将达到2440万部(2020年全球VR/AR合计出货仅584万台)。Strategy Analytics预测到2025年XR总出货量将增长6倍,XR硬件收入将在2025年超过280亿美元。\n巨头们已经准备好新赛道的角逐\n目前,主流VR头显设备提供商包括Facebook旗下的Oculus、索尼、宏达国际电子,以及后来者微软。\n除了苹果在五年以来，投入重金不断研发以外。Facebook也是这一领域的重量级选手，根据Facebook财报显示，该公司今年的支出将在700亿美元至730亿美元之间，相比于此前预期的为680亿美元至730亿美元，今年支出将大幅增长，公开资料显示，FACEBOOK这笔巨额的支出将主要用于对技术、产品、人才、基础设施以及消费硬件的投资，其中，投资VR/AR等虚拟现实产业的比重大幅增加。\nFacebook旗下的Oculus 2已经是目前市面上最受欢迎的头戴式虚拟设备，2021年一季度Oculus 2的销售量大幅增加，Facebook对这类产品的兴趣愈加浓厚，并且正准备在今年晚些时候发布一副“智能眼镜”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103396647,"gmtCreate":1619746461689,"gmtModify":1704271755378,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103396647","repostId":"1125129356","repostType":2,"repost":{"id":"1125129356","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619745827,"share":"https://ttm.financial/m/news/1125129356?lang=&edition=fundamental","pubTime":"2021-04-30 09:23","market":"us","language":"en","title":"Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens","url":"https://stock-news.laohu8.com/highlight/detail?id=1125129356","media":"Benzinga","summary":"Back in February, DataTrek Research co-founder Nicholas Colas examined Tesla Inc (NASDAQ:TSLA) CEO E","content":"<p><img src=\"https://static.tigerbbs.com/4dba9355f3aae16e4c4162642d8a71f3\" tg-width=\"685\" tg-height=\"375\"></p>\n<p>Back&nbsp;in February, DataTrek Research co-founder Nicholas Colas examined&nbsp;<b>Tesla Inc</b>&nbsp;(NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in&nbsp;<b>Bitcoin</b>(CRYPTO: BTC).</p>\n<p>This week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.</p>\n<p><b>Pair Trade:</b>In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.</p>\n<p>Cola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb.&nbsp;8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.</p>\n<p>On Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either&nbsp;<b>Ford Motor Company</b>&nbsp;(NYSE:F) founder Henry Ford or&nbsp;<b>Amazon.com, Inc.</b>&nbsp;(NASDAQ:AMZN) founder Jeff Bezos.</p>\n<p>Ford’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.</p>\n<p>Bezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out&nbsp;from e-commerce and into cloud services.</p>\n<p><b>Two Paths Forward:</b>Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.</p>\n<p>“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.</p>\n<p>Colas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.</p>\n<p><b>Benzinga’s Take:</b>The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/32bbae60446b0e9685c6708826758185\" tg-width=\"1149\" tg-height=\"257\"></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 Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-30 09:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4dba9355f3aae16e4c4162642d8a71f3\" tg-width=\"685\" tg-height=\"375\"></p>\n<p>Back&nbsp;in February, DataTrek Research co-founder Nicholas Colas examined&nbsp;<b>Tesla Inc</b>&nbsp;(NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in&nbsp;<b>Bitcoin</b>(CRYPTO: BTC).</p>\n<p>This week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.</p>\n<p><b>Pair Trade:</b>In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.</p>\n<p>Cola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb.&nbsp;8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.</p>\n<p>On Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either&nbsp;<b>Ford Motor Company</b>&nbsp;(NYSE:F) founder Henry Ford or&nbsp;<b>Amazon.com, Inc.</b>&nbsp;(NASDAQ:AMZN) founder Jeff Bezos.</p>\n<p>Ford’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.</p>\n<p>Bezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out&nbsp;from e-commerce and into cloud services.</p>\n<p><b>Two Paths Forward:</b>Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.</p>\n<p>“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.</p>\n<p>Colas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.</p>\n<p><b>Benzinga’s Take:</b>The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.</p>\n<p><img src=\"https://static.tigerbbs.com/32bbae60446b0e9685c6708826758185\" tg-width=\"1149\" tg-height=\"257\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125129356","content_text":"Back in February, DataTrek Research co-founder Nicholas Colas examined Tesla Inc (NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in Bitcoin(CRYPTO: BTC).\nThis week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.\nPair Trade:In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.\nCola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.\nOn Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either Ford Motor Company (NYSE:F) founder Henry Ford or Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos.\nFord’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.\nBezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.\nTwo Paths Forward:Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.\n“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.\nColas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.\nBenzinga’s Take:The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103398773,"gmtCreate":1619746441492,"gmtModify":1704271753500,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103398773","repostId":"1169468350","repostType":2,"repost":{"id":"1169468350","kind":"news","pubTimestamp":1619746070,"share":"https://ttm.financial/m/news/1169468350?lang=&edition=fundamental","pubTime":"2021-04-30 09:27","market":"us","language":"en","title":"Apple's Got A $204 Billion 'Problem' That's Costing It A Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=1169468350","media":"investors","summary":"Not only didApplesmash first-quarter profit forecasts, it just broke past another S&P 500 threshold: cash. The problem is the company can't get rid of it fast enough — which is costing investors.The tech sector giant ended the three months ended in March 2021 with cash and investments of $204 billion. That's up nearly 5% in a month and keeps Apple No. 1, by far, in the S&P 500 in terms of cash on hand. Google parentAlphabet in the communications services sector is a distant No. 2 with $160 billi","content":"<p>Not only did<b>Apple</b>(AAPL)smash first-quarter profit forecasts, it just broke past another S&amp;P 500 threshold: cash. The problem is the company can't get rid of it fast enough — which is costing investors.</p><p>The tech sector giant ended the three months ended in March 2021 with cash and investments of $204 billion. That's up nearly 5% in a month and keeps Apple No. 1, by far, in the S&amp;P 500 in terms of cash on hand. Google parent<b>Alphabet</b>(GOOGL) in the communications services sector is a distant No. 2 with $160 billion in cash and investments. And<b>Microsoft</b>(MSFT) comes in third with $130 billion, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith, excluding the financial sector.</p><p>Apple's cash pile continues to accumulate, despite aggressive efforts to get rid of it. Talk about a good, but costly, problem to have.</p><p><b>Mounting Piles Of Cash</b></p><p>Mounting cash piles at S&amp;P 500 companies aregetting more attention.</p><p>Companies stockpiling cash wasfine with investorsduring the uncertainty of the pandemic. But now, cries for higher dividends and stock buybacks are getting louder. Excluding financials, S&amp;P 500 companies' cash and investments is up this year to more than $2.7 trillion.</p><p>\"I would expect to see additional (dividend) initiations from (companies) that previously suspended, and increases from some that reduced their rate, dependent on how the economy reacts to the vaccine progress, any new developments with respect to the virus spread and mutants, and any consumer spending reactions,\" said Howard Silverblatt, index strategist at S&amp;P Dow Jones Indices.</p><p>Apple's cash pile is impressive. But it's a costly luxury.</p><p>It ended the March quarter with $38.5 billion in cash, $31.4 billion in short-term marketable securities and $134.5 billion in long-term marketable securities. Marketable securities are investments that can be quickly and easily turned into cash. A bulk of Apple's marketable securities are held in U.S. Treasuries.</p><p>That's enough to give all 328 million men, women and children in the U.S. $623 apiece.</p><p>And that's the criticism. Cash and Treasuries are a bad place to be now. The yield on the 10-Year Treasury is just 1.62%. That's half what it was in 2018.</p><p>Apple's cash and investments first topped $200 billion in the fiscal year ended in September 2015. Since then it has aggressively tried to dispense of it. Apple announced plans this week for billions in capital expenditures. It's also raising its stock buyback program by $90 billion. Additionally, it hiked its quarterly dividend by 7% to 22 cents a share. That means Apple yields more than 0.6%, in an sector not known for ahigh yield.</p><p>The yield on the Technology Select Sector SPDR ETF (XLK) is 0.8%. That's well below the 1.4% dividend yield of the SPDR S&amp;P 500 (SPY).</p><p><b>What All That Cash Is Costing Apple</b></p><p>Apple continues to print money faster than it can get rid of it. But the opportunity cost of holding so much cash is staggeringly large. A 1.62% yield on $204 billion is just $3.3 billion a year.</p><p>Putting that massive amount of money to better use could be highly profitable. That same money invested in Apple's own stock a year ago would have resulted in a gain of $174 billion. Just getting an S&amp;P 500-like long-term return equals $20 billion annually.</p><p>So by holding hundreds of billions, Apple investors are losing out on billions. Whatshould you look at before buying Apple stock?</p><p><b>What To Do With All That Cash?</b></p><p>S&amp;P 500 nonfinancial companies are sitting on a record $1.9 trillion in cash alone (excluding investments), says S&amp;P Global Market Intelligence.</p><p>Dividends are rising. Investors are also prepping for a big jump in buybacks, too. S&amp;P 500 companies spent $130.6 billion buying back their shares in the fourth quarter of 2020, says S&amp;P Global Market Intelligence. That's up from a recent low of $88.7 billion in the second quarter. Companies are also borrowing less. U.S. companies issued just $192.3 billion in debt in March, down 26% from the same year-ago period.</p><p>S&amp;P 500 companies can afford to pay more to investors. Apple is only paying out 22% of earnings as a dividend (prior to its latest dividend hike).IBD Long-Term Leader Microsoftyields just 0.9% and pays out less than 30% of profit. And Alphabet, the No. 2 richest S&amp;P 500 company andLeaderboard member, pays no dividend at all. Should youbuy Alphabet stock now?</p><p>When will S&amp;P 500 investors demand to get their cash?</p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Got A $204 Billion 'Problem' That's Costing It A Fortune</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Got A $204 Billion 'Problem' That's Costing It A Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 09:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-every-american-apple-has-more-cash-than-anyone/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Not only didApple(AAPL)smash first-quarter profit forecasts, it just broke past another S&P 500 threshold: cash. The problem is the company can't get rid of it fast enough — which is costing investors...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-every-american-apple-has-more-cash-than-anyone/?src=A00220\">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.investors.com/etfs-and-funds/sectors/sp500-every-american-apple-has-more-cash-than-anyone/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169468350","content_text":"Not only didApple(AAPL)smash first-quarter profit forecasts, it just broke past another S&P 500 threshold: cash. The problem is the company can't get rid of it fast enough — which is costing investors.The tech sector giant ended the three months ended in March 2021 with cash and investments of $204 billion. That's up nearly 5% in a month and keeps Apple No. 1, by far, in the S&P 500 in terms of cash on hand. Google parentAlphabet(GOOGL) in the communications services sector is a distant No. 2 with $160 billion in cash and investments. AndMicrosoft(MSFT) comes in third with $130 billion, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith, excluding the financial sector.Apple's cash pile continues to accumulate, despite aggressive efforts to get rid of it. Talk about a good, but costly, problem to have.Mounting Piles Of CashMounting cash piles at S&P 500 companies aregetting more attention.Companies stockpiling cash wasfine with investorsduring the uncertainty of the pandemic. But now, cries for higher dividends and stock buybacks are getting louder. Excluding financials, S&P 500 companies' cash and investments is up this year to more than $2.7 trillion.\"I would expect to see additional (dividend) initiations from (companies) that previously suspended, and increases from some that reduced their rate, dependent on how the economy reacts to the vaccine progress, any new developments with respect to the virus spread and mutants, and any consumer spending reactions,\" said Howard Silverblatt, index strategist at S&P Dow Jones Indices.Apple's cash pile is impressive. But it's a costly luxury.It ended the March quarter with $38.5 billion in cash, $31.4 billion in short-term marketable securities and $134.5 billion in long-term marketable securities. Marketable securities are investments that can be quickly and easily turned into cash. A bulk of Apple's marketable securities are held in U.S. Treasuries.That's enough to give all 328 million men, women and children in the U.S. $623 apiece.And that's the criticism. Cash and Treasuries are a bad place to be now. The yield on the 10-Year Treasury is just 1.62%. That's half what it was in 2018.Apple's cash and investments first topped $200 billion in the fiscal year ended in September 2015. Since then it has aggressively tried to dispense of it. Apple announced plans this week for billions in capital expenditures. It's also raising its stock buyback program by $90 billion. Additionally, it hiked its quarterly dividend by 7% to 22 cents a share. That means Apple yields more than 0.6%, in an sector not known for ahigh yield.The yield on the Technology Select Sector SPDR ETF (XLK) is 0.8%. That's well below the 1.4% dividend yield of the SPDR S&P 500 (SPY).What All That Cash Is Costing AppleApple continues to print money faster than it can get rid of it. But the opportunity cost of holding so much cash is staggeringly large. A 1.62% yield on $204 billion is just $3.3 billion a year.Putting that massive amount of money to better use could be highly profitable. That same money invested in Apple's own stock a year ago would have resulted in a gain of $174 billion. Just getting an S&P 500-like long-term return equals $20 billion annually.So by holding hundreds of billions, Apple investors are losing out on billions. Whatshould you look at before buying Apple stock?What To Do With All That Cash?S&P 500 nonfinancial companies are sitting on a record $1.9 trillion in cash alone (excluding investments), says S&P Global Market Intelligence.Dividends are rising. Investors are also prepping for a big jump in buybacks, too. S&P 500 companies spent $130.6 billion buying back their shares in the fourth quarter of 2020, says S&P Global Market Intelligence. That's up from a recent low of $88.7 billion in the second quarter. Companies are also borrowing less. U.S. companies issued just $192.3 billion in debt in March, down 26% from the same year-ago period.S&P 500 companies can afford to pay more to investors. Apple is only paying out 22% of earnings as a dividend (prior to its latest dividend hike).IBD Long-Term Leader Microsoftyields just 0.9% and pays out less than 30% of profit. And Alphabet, the No. 2 richest S&P 500 company andLeaderboard member, pays no dividend at all. Should youbuy Alphabet stock now?When will S&P 500 investors demand to get their cash?","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100124351,"gmtCreate":1619591901673,"gmtModify":1704726472139,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/100124351","repostId":"2130379045","repostType":2,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377300078,"gmtCreate":1619493310494,"gmtModify":1704724867414,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Good tesla","listText":"Good tesla","text":"Good tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377300078","repostId":"2130341053","repostType":2,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375829377,"gmtCreate":1619324446199,"gmtModify":1704722477203,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375829377","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","kind":"news","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","AAPL":"苹果",".DJI":"道琼斯","TSLA":"特斯拉","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375909187,"gmtCreate":1619269479049,"gmtModify":1704721995448,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375909187","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","kind":"news","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get&nbsp;\"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled&nbsp;<i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more&nbsp;geopolitical risks&nbsp;to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla&nbsp;announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise&nbsp;announced&nbsp;pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a&nbsp;mandatory reduction&nbsp;exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a&nbsp;powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple&nbsp;announced&nbsp;a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is&nbsp;existing literature&nbsp;that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">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://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378401995,"gmtCreate":1619053527417,"gmtModify":1704718856225,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378401995","repostId":"1138064116","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378403387,"gmtCreate":1619053462549,"gmtModify":1704718855901,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378403387","repostId":"1177314085","repostType":4,"repost":{"id":"1177314085","kind":"news","pubTimestamp":1619047873,"share":"https://ttm.financial/m/news/1177314085?lang=&edition=fundamental","pubTime":"2021-04-22 07:31","market":"us","language":"en","title":"Apple’s AirTag relies on a feature no competitor can match: One billion iPhones","url":"https://stock-news.laohu8.com/highlight/detail?id=1177314085","media":"cnbc","summary":"Users can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.AirTag’s most important differentiating feature isn’t the technology inside the $29 coin-sized stainless steel gadget. It’s other people’s iPhones.The product represents a new frontier for Apple: using its install base of over 1 billion iPhones as infrastructure to build services that its competitors can’t.On Tuesday,Ap","content":"<div>\n<p>KEY POINTS\n\nUsers can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.\nAirTag’s...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s AirTag relies on a feature no competitor can match: One billion iPhones</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s AirTag relies on a feature no competitor can match: One billion iPhones\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nUsers can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.\nAirTag’s...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html\">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.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177314085","content_text":"KEY POINTS\n\nUsers can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.\nAirTag’s most important differentiating feature isn’t the technology inside the $29 coin-sized stainless steel gadget. It’s other people’s iPhones.\nThe product represents a new frontier for Apple: using its install base of over 1 billion iPhones as infrastructure to build services that its competitors can’t.\n\nOn Tuesday,Appleannounceda long-awaited gadget called AirTag. Users can attach the $29 coin-sized device to valuables like keys or a backpack, then locate it on a live map inside Apple’s built-in Find My software.\nAirTag competes with a number of other products on the market, including from Tile, whose general counsel complained before Congress on Wednesday about Apple’s overall dominance.\nBut AirTag’s most important differentiating feature isn’t the technology inside the $29 coin-sized stainless steel gadget. It’s other people’s iPhones.\nAirTag doesn’t have a GPS signal, which would rapidly drain its battery and raise privacy questions. Instead, when it’s attached to a lost object, it sends out scrambled Bluetooth signals. For those signals to reach the reach the internet and inform the person who’s looking for their lost device, they’ll need to find an iPhone that’s listening for them.\n″Using Bluetooth and the hundreds of millions of iOS, iPadOS, and macOS devices in active use around the world, the user can locate a missing device even if it can’t connect to a Wi-Fi or cellular network,” Apple explained ina security disclosure about the Find My service. “Any iOS, iPadOS, or macOS device with ‘offline finding’ enabled in Find My settings can act as a ’finder device.”\nThe product represents a new frontier for Apple: Using its install base ofover 1 billion iPhonesas infrastructure to build services that its competitors can’t. Now iPhones are part of a physical network out in the world that’s looking out for stolen goods — even if their users have never purchased an AirTag.\n“The bottom line is AirTag is an example of Apple leveraging its ecosystem to create a more compelling product than what is currently in the market,” Loup Ventures founder Gene Munster wrote in a newsletter on Tuesday. “Specifically, AirTag will have better navigation and discovery features, along with a billion-plus device network that can be utilized to help locate lost items.”\nEnrolling in the Find My network does have benefits to iPhone users who don’t buy AirTags. Many users sign up because the same app can be used to find lost Apple products, and it’s easy to do when signing into an iCloud account on an iPhone.\nThe Find My network can be used to find an iPhone after it’s been shut off, as thieves often do after stealing a phone. (If the device is on, it can be contacted through Find My iPhone, a similar service that uses the device’s internet connection and predates the Find My network.)\nUsers can also opt out of the Find My network in Apple’s settings, although that means they don’t get the benefits of the network, like finding devices that have been turned off or aren’t connected to cellular or Bluetooth. (To do so, go to Settings > Your Name > Find My > Find My iPhone > and then toggle “Find My network” on or off.)\nA vast, global network\nThe number of devices participating in the network is crucial for a product like AirTag.\nApple describes its Find My service as a “vast, global network” and allows third-party accessory makers to release products that use it, too.\nIf an AirTag is lost in the middle of a desert with no Apple devices in Bluetooth range, it can’t connect to the internet to send signals or update the user’s map. But in the middle of an American city, where anestimated42% of people have iPhones — more in some areas — you’re much more likely to find a device that’s looking for your lost AirTag.\nApple CEO Tim Cook has previously described Apple’s product strategy as “only Apple,” suggesting that because the company builds hardware, develops software, and runs its own online services, it can introduce features that rivals likeMicrosoft,Google, or Samsung can’t.\nWhile Samsung or other major smartphone vendors have similar numbers of phones in people’s hands, they don’t control the underlying operating system, making features like Find My much more difficult to implement widely at once.\nFor Apple, AirTag is probably an effort to add distinguishing features to its iPhone to discourage current users from switching to an Android device. It’s not likely to be a major revenue driver.\n“While the Airtags are incremental to our model we do not believe even a very successful launch of that product will have much impact on our forecasts given the low $29 price point,” Goldman Sachs analyst Rod Hall wrote in a note on Tuesday.\nIf Apple becomes more skilled at using its installed devices as privacy-sensitive infrastructure, it could represent a durable advantage for the company. Apple’s installed base of iPhones could become especially important as it invests heavily in augmented reality, a technology that merges the physical and digital worlds.\nA network of location-aware iPhones could be used in augmented reality apps like Pokemon Go, for example, to identify where other players are competing and start a group experience. It provides the sensors and internet connection needed building for digital experiences in the real world without building new equipment each time.\nThe privacy angle\nAirTag also represents a major test for Apple’s privacy positioning.\nSince 2015, Apple has advertised privacy and security as major differentiators for its iPhone. It has consistently built systems, like Covid-tracking exposure notifications, that are decentralized, which means that they are designed in a way that data is processed and calculated on a device, instead of on servers that Apple can access.\nApple is building on that reputation to assure customers that its Find My system won’t leak user location or data when acting as a finding device. Apple says that the Find My network keeps location data private and anonymous, and that it doesn’t store location data or history.\nHow Apple pulls it off is a matter of complicated software engineering. “Find My is built on a foundation of advanced public key cryptography,” Apple’ssecurity disclosure says.\nNow Apple’s users will need to decide whether they understand and trust the Find My network and Apple — both as users of them, and as iPhone users participating in them to make them work better.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373748449,"gmtCreate":1618886905981,"gmtModify":1704716377196,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373748449","repostId":"2128689062","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370926775,"gmtCreate":1618545393697,"gmtModify":1704712521018,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Okok","listText":"Okok","text":"Okok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370926775","repostId":"1151397636","repostType":4,"repost":{"id":"1151397636","kind":"news","pubTimestamp":1618544379,"share":"https://ttm.financial/m/news/1151397636?lang=&edition=fundamental","pubTime":"2021-04-16 11:39","market":"us","language":"en","title":"8 Travel Stocks for the Grand Reopening","url":"https://stock-news.laohu8.com/highlight/detail?id=1151397636","media":"InvestorPlace","summary":"Travel and other reopening stocks are rising again, but not all deserve to\nSource: Seksun Guntanid/s","content":"<p>Travel and other reopening stocks are rising again, but not all deserve to</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c7df20c90e8471dec16046a8f29db5c\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Seksun Guntanid/shutterstock.com</span></p>\n<p></p>\n<p><i>“You are now free to move about the country.”</i></p>\n<p>This long time Southwest Airlines&nbsp;slogan has become one of the great investment themes of 2021.</p>\n<p>Even before the pandemic was ebbing, investors had been flocking back into travel and reopening stocks. Many see them as cheap, based on 2019 results. Others see them greatly exceeding those results due to pent-up demand.</p>\n<p>It’s a dream you can feel. Roads are crowded again. Plus, savings rates were high during the pandemic for those who had jobs they could do from home. Much of that money will be spent this year with the economic reopening.</p>\n<p>Travel companies should benefit from both efficiency and rising prices post-pandemic. But which stocks are right for you? For this article, I’ve looked at eight of the best-known names. My views on them vary. Generally, I think the companies that were strongest going in should be stronger coming out. Other companies are speculative and have already had good runs through early 2021.</p>\n<p>But I’m just the writer. You’re the decider. There should be profits coming throughout the sector, but your mileage as an investor will vary with where you decide to put your money.</p>\n<ul>\n <li><b>Southwest Airlines</b>(NYSE:<b><u>LUV</u></b>)</li>\n <li><b>Airbnb</b>(NASDAQ:<b><u>ABNB</u></b>)</li>\n <li><b>Disney</b>(NYSE:<b><u>DIS</u></b>)</li>\n <li><b>Royal Caribbean</b>(NYSE:<b><u>RCL</u></b>)</li>\n <li><b>Delta Air Lines</b>(NYSE:<b><u>DAL</u></b>)</li>\n <li><b>Tripadvisor</b>(NASDAQ:<b><u>TRIP</u></b>)</li>\n <li><b>United Airlines</b>(NASDAQ:<b><u>UAL</u></b>)</li>\n <li><b>Carnival</b>(NYSE:<b><u>CCL</u></b>)</li>\n</ul>\n<p><b>Southwest (LUV):&nbsp; The Strongest Airline</b></p>\n<p>The strongest airline going into the pandemic was&nbsp;<b>Southwest Airlines</b>&nbsp;(NYSE:<b><u>LUV</u></b>). It’s also the strongest one&nbsp;coming out of it.</p>\n<p>But analysts know this. That’s part of why Southwest is also the most expensive airline stock. Its price of about $62 per share today is above where it was before the pandemic hit, before it suspended its 18 cent quarterly dividend.</p>\n<p>LUV stock is strong because, while it added $9 billion in long-term debt to its balance sheet during 2020, it ended the year with $13 billion in cash. It has also already begun&nbsp;calling back pilots&nbsp;for the summer flying season.</p>\n<p>One of the biggest risks in the stock before the pandemic, though, was Southwest’s dependence on&nbsp;<b>Boeing</b>&nbsp;(NYSE:<b><u>BA</u></b>) aircraft, especially the troubled 737-MAX. The company has doubled down on that this year,ordering 100 more&nbsp;of the planes. CEO Gary Kelly says he has&nbsp;complete faith&nbsp;in the aircraft, but some have already been&nbsp;grounded again&nbsp;after Boeing reported electrical problems.</p>\n<p>That said, Southwest is also changing its route structure post-pandemic, focusing on smaller vacation markets like Myrtle Beach, South Carolina and&nbsp;dramatically increasing&nbsp;the number of flights to Austin, Texas. It’s this ability to respond quickly to changing market conditions that makes Southwest one of the best reopening stocks to buy for post-pandemic growth.</p>\n<p><b>Is Airbnb (ABNB) the New King of Travel?</b></p>\n<p>Before the pandemic,<b>Booking Holdings</b>&nbsp;(NASDAQ:<b><u>BKNG</u></b>), which began life as Priceline, was&nbsp;the unquestioned king&nbsp;of the travel market. However, there’s a new king in the post-pandemic era: Airbnb.</p>\n<p>Airbnb only came public in 2020, but ABNB stock rocketed out of the gate. Shares were offered&nbsp;at $68 each. However, they started trading at $146 on Dec. 10. Since then, they’re up another 21%, even after investors took profit when they briefly rose over $200 per share in February.</p>\n<p>But Airbnb may now be overvalued. Currently, it has a market capitalization of $107 billion on 2020 sales of $3.4 billion. Even if you write that year off, its selling at over 22 times its 2019 revenue of $4.8 billion.</p>\n<p>Airbnb specializes in renting out bedrooms, apartments and personal homes. That’s the promise. But as the company has grown, professionals and investors have moved in. Just 5% of owners now control&nbsp;one-third&nbsp;of all listings. Additionally, some cities are fighting Airbnb. This strict regulation,especially in tourist cities, could dramatically slow its growth.</p>\n<p>Rivals aren’t sitting on their hands, either. Booking has a comparable&nbsp;version&nbsp;of Airbnb and&nbsp;<b>Expedia</b>&nbsp;(NASDAQ:<b><u>EXPE</u></b>) is heavily advertising its version, Vrbo. Plus, Airbnb’s new “Experiences” business, which some analysts consider to be a&nbsp;growth catalyst, is a copy of something Tripadvisor&nbsp;has been doing&nbsp;for years.</p>\n<p>It’s possible that this company will keep rising as one of the reopening stocks. It’s also possible it won’t.</p>\n<p><b>Travel Gives Disney (DIS) a Second Stage of Growth</b></p>\n<p>Disney has been a&nbsp;standout during the pandemic. Shares of DIS stock are up 77% over the past one year, thanks mainly to the success of its streaming strategy. It now has&nbsp;some 137 million&nbsp;paying customers across its various streaming services like Hulu, ESPN+ and&nbsp;Disney+.</p>\n<p>Now, it’s possible that travel will add a second stage to Disney’s rocketing success. Before the pandemic, its travel and resorts business represented some 40% of the company’s revenue. Most of that was shut down in early 2020. Now, though, it’s coming back. As it does, revenue should quickly recover from the&nbsp;22% hit&nbsp;Disney suffered in 2020.</p>\n<p>Unfortunately, many analysts think those gains&nbsp;may already be in the stock. Shares were hit by profit-taking in&nbsp;early 2021&nbsp;and now trade below their February highs.</p>\n<p>Still, if you’re looking for long-term value, most analysts still believe in Disney as one of the reopening stocks. Of the 20 analysts following it at&nbsp;<i>Tipranks,</i>17 say&nbsp;it’s a buy.<b>Bank of America</b>&nbsp;(NYSE:<b><u>BAC</u></b>) is especially optimistic, despite the shares now trading for&nbsp;about 135 times&nbsp;levered annual cash flow. It was selling at around 25 times before the pandemic hit.</p>\n<p><b>Royal Caribbean (RCL) Is the Most Investable Cruise Line</b></p>\n<p>During the latter part of the last decade, Royal Caribbean chose to grow its fleet of ships at a sustainable rate. It’s now benefitting from that strategy, becoming the most“investable”of the cruise line stocks. Right now, shares of RCL stock are up 125% for the past one year, as optimism grows for reopening stocks.</p>\n<p>Royal Caribbean owns Celebrity and Silversea cruises as well as its namesake fleet. It completed the purchase of Silversea last year, then sold Azamara, a luxury brand,to private equity. It also took a Spanish line called Pullmantur bankrupt and hopes to relaunch it later this year.</p>\n<p>While the company’s net debt rose 42% during 2020&nbsp;to $16.45 billion, the company had $4.4 billion in cash at the end of December. It’s also loaning $40 million&nbsp;to travel agents&nbsp;to get them through and hopes to return to full U.S. service&nbsp;by November. Meanwhile, pent-up demand is so great that it’s already filling ships in Singapore for“cruises to nowhere.”</p>\n<p><b>Delta (DAL) Has Yet to Regain Its Highs</b></p>\n<p>While Southwest now sells for more than it did before the pandemic, shares of Delta Air Lines&nbsp;remain&nbsp;about 20% below&nbsp;where they were. Today, DAL stock trades for almost $47.</p>\n<p>That’s because, while domestic travel is starting to return to normal and Delta&nbsp;plans on filling its middle seats&nbsp;in May, international travel remains slow. Even domestic travel is running on optimism. About 1.6 million people flew one day&nbsp;in early April. Before the pandemic, back in 2019, that number was well over 2 million on the same day.</p>\n<p>Despite the government’s turning some of its pandemic loans into grants, Delta ended 2020 with&nbsp;$33 billion in long term debt, against assets of $71 billion. Moreover, Delta had an&nbsp;adjusted loss&nbsp;of $3.55 per share for its first-quarter earnings.</p>\n<p>Once Delta has positive free cash flow again,<i>InvestorPlace’s</i>&nbsp;Mark Hake expects the stock to&nbsp;take off. Most analysts don’t, however. Now, only about half the analysts tracked by&nbsp;<i>Tipranks</i>&nbsp;call it&nbsp;a buy, with an average price target of $56.50.</p>\n<p>All in all, while Delta has&nbsp;survived the pandemic, it has also mortgaged much of its future. That mortgage must be paid before I see this pick of the reopening stocks as a buy again.</p>\n<p>All in all, while Delta has&nbsp;survived the pandemic, it has also mortgaged much of its future. That mortgage must be paid before I see this pick of the reopening stocks as a buy again.</p>\n<p><b>Trip Advisor (TRIP) Has a Plan for the New Normal</b></p>\n<p>Tripadvisor has a plan for big profits in the post-pandemic world. Basically, it wants to become the&nbsp;<b>Amazon</b>&nbsp;(NASDAQ:<b><u>AMZN</u></b>) of travel.</p>\n<p>That doesn’t mean running the whole travel business. Instead, it means charging customers $99 per year for special discounts and perks on rooms. It calls this&nbsp;new program&nbsp;Tripadvisor Plus.</p>\n<p>This idea could be a win-win-win. Hotels and resorts will get loyal customers at a discount. Customers who sign up will get discounts and perks. And Tripadvisor will get cash for running the program.</p>\n<p>Right now, though, the company badly needs investors to forget 2020, when it lost $2.14 per share on revenue of just $604 million. Rather, it wants them to remember 2019, when the company made $126 million, or 91 cents per share, on&nbsp;revenue of $1.56 billion. Essentially, they want a mulligan for the past year.</p>\n<p>But 2020&nbsp;<i>did happen</i>— and it did substantial financial damage at that. That said, while 2021 should start off slow, results should also rise sharply once the new program’s revenues start coming in. So, if you believe in it’s new program’s pitch, TRIP stock maybe one of the better reopening stocks for you.</p>\n<p><b>Speculators Are Now Betting on United Airlines (UAL)</b></p>\n<p>Investment often reminds me of westward migration; the speculators come in first, then come the investors. Right now, UAL stock is&nbsp;benefitting from speculation.</p>\n<p>While Southwest Airlines has passed its 2020 high and Delta Air Lines&nbsp;is approaching it, United is just halfway back. Its market cap of $18 billion is less than half its 2019 revenue of&nbsp;$43 billion.</p>\n<p>The airline should survive, but it’s going to be a bumpy ride. Analysts expect a&nbsp;first-quarter loss&nbsp;of $6.23 per share. The airline’s bond rating is also&nbsp;below investment grade&nbsp;and its most recent debt issue carried an&nbsp;interest rate&nbsp;of 4.875%. Still, speculators have been rushing in as the airline said it was probably&nbsp;cash flow positive&nbsp;in March.</p>\n<p>Going beyond speculative gains, however, will mean regaining the&nbsp;trust of employees, the government and passengers, which was not helped by an engineblowing out&nbsp;back in February.</p>\n<p>As a result, analysts are divided on United, with only about half of them saying it’s a buy on&nbsp;<i>Tipranks</i>. Even&nbsp;<i>InvestorPlace’s</i>&nbsp;Louis Navellier calls this one of the reopening stocks“a poor way to make money.”</p>\n<p><b>Will Cruising Resume Soon Enough for Carnival (CCL)?</b></p>\n<p>Of all the reopening stocks on this list, CCL stock stands out as&nbsp;a cautionary tale.</p>\n<p>Before the pandemic, Carnival was buying boats with both hands, planning to add&nbsp;22 new liners&nbsp;by 2025. Basically, it was putting all of its cash flow to work.</p>\n<p>Then the music stopped. While based in Miami, Carnival has its legal home in Panama. This made it ineligible for pandemic relief. It was only thanks to the Federal Reserve’s expansion of the money supply that Carnival was able to survive. But the price was steep. One&nbsp;$4 billion bond&nbsp;carries an interest rate of 11.5%, while another $1.75 billion bond is convertible into stock, diluting shareholders.</p>\n<p>Now in April, though, shares are back to around $28 with a market cap of $32 billion after 2019 revenue of $20.8 billion. That’s still less than the&nbsp;$57 billion in assets&nbsp;it carries on the books, mainly in the form of “property and equipment” like its boats.</p>\n<p>The Centers for Disease Control and Prevention (CDC) now believes cruising&nbsp;could resume&nbsp;this summer. That should save Carnival the company. But it still leaves precious little for shareholders of CCL stock.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>8 Travel Stocks for the Grand Reopening</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\">\n8 Travel Stocks for the Grand Reopening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/eight-reopening-stocks-travel-stocks-grand-reopening/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Travel and other reopening stocks are rising again, but not all deserve to\nSource: Seksun Guntanid/shutterstock.com\n\n“You are now free to move about the country.”\nThis long time Southwest Airlines ...</p>\n\n<a href=\"https://investorplace.com/2021/04/eight-reopening-stocks-travel-stocks-grand-reopening/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","CCL":"嘉年华邮轮","ABNB":"爱彼迎","DIS":"迪士尼","DAL":"达美航空","LUV":"西南航空","TRIP":"猫途鹰","RCL":"皇家加勒比邮轮"},"source_url":"https://investorplace.com/2021/04/eight-reopening-stocks-travel-stocks-grand-reopening/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151397636","content_text":"Travel and other reopening stocks are rising again, but not all deserve to\nSource: Seksun Guntanid/shutterstock.com\n\n“You are now free to move about the country.”\nThis long time Southwest Airlines slogan has become one of the great investment themes of 2021.\nEven before the pandemic was ebbing, investors had been flocking back into travel and reopening stocks. Many see them as cheap, based on 2019 results. Others see them greatly exceeding those results due to pent-up demand.\nIt’s a dream you can feel. Roads are crowded again. Plus, savings rates were high during the pandemic for those who had jobs they could do from home. Much of that money will be spent this year with the economic reopening.\nTravel companies should benefit from both efficiency and rising prices post-pandemic. But which stocks are right for you? For this article, I’ve looked at eight of the best-known names. My views on them vary. Generally, I think the companies that were strongest going in should be stronger coming out. Other companies are speculative and have already had good runs through early 2021.\nBut I’m just the writer. You’re the decider. There should be profits coming throughout the sector, but your mileage as an investor will vary with where you decide to put your money.\n\nSouthwest Airlines(NYSE:LUV)\nAirbnb(NASDAQ:ABNB)\nDisney(NYSE:DIS)\nRoyal Caribbean(NYSE:RCL)\nDelta Air Lines(NYSE:DAL)\nTripadvisor(NASDAQ:TRIP)\nUnited Airlines(NASDAQ:UAL)\nCarnival(NYSE:CCL)\n\nSouthwest (LUV):  The Strongest Airline\nThe strongest airline going into the pandemic was Southwest Airlines (NYSE:LUV). It’s also the strongest one coming out of it.\nBut analysts know this. That’s part of why Southwest is also the most expensive airline stock. Its price of about $62 per share today is above where it was before the pandemic hit, before it suspended its 18 cent quarterly dividend.\nLUV stock is strong because, while it added $9 billion in long-term debt to its balance sheet during 2020, it ended the year with $13 billion in cash. It has also already begun calling back pilots for the summer flying season.\nOne of the biggest risks in the stock before the pandemic, though, was Southwest’s dependence on Boeing (NYSE:BA) aircraft, especially the troubled 737-MAX. The company has doubled down on that this year,ordering 100 more of the planes. CEO Gary Kelly says he has complete faith in the aircraft, but some have already been grounded again after Boeing reported electrical problems.\nThat said, Southwest is also changing its route structure post-pandemic, focusing on smaller vacation markets like Myrtle Beach, South Carolina and dramatically increasing the number of flights to Austin, Texas. It’s this ability to respond quickly to changing market conditions that makes Southwest one of the best reopening stocks to buy for post-pandemic growth.\nIs Airbnb (ABNB) the New King of Travel?\nBefore the pandemic,Booking Holdings (NASDAQ:BKNG), which began life as Priceline, was the unquestioned king of the travel market. However, there’s a new king in the post-pandemic era: Airbnb.\nAirbnb only came public in 2020, but ABNB stock rocketed out of the gate. Shares were offered at $68 each. However, they started trading at $146 on Dec. 10. Since then, they’re up another 21%, even after investors took profit when they briefly rose over $200 per share in February.\nBut Airbnb may now be overvalued. Currently, it has a market capitalization of $107 billion on 2020 sales of $3.4 billion. Even if you write that year off, its selling at over 22 times its 2019 revenue of $4.8 billion.\nAirbnb specializes in renting out bedrooms, apartments and personal homes. That’s the promise. But as the company has grown, professionals and investors have moved in. Just 5% of owners now control one-third of all listings. Additionally, some cities are fighting Airbnb. This strict regulation,especially in tourist cities, could dramatically slow its growth.\nRivals aren’t sitting on their hands, either. Booking has a comparable version of Airbnb and Expedia (NASDAQ:EXPE) is heavily advertising its version, Vrbo. Plus, Airbnb’s new “Experiences” business, which some analysts consider to be a growth catalyst, is a copy of something Tripadvisor has been doing for years.\nIt’s possible that this company will keep rising as one of the reopening stocks. It’s also possible it won’t.\nTravel Gives Disney (DIS) a Second Stage of Growth\nDisney has been a standout during the pandemic. Shares of DIS stock are up 77% over the past one year, thanks mainly to the success of its streaming strategy. It now has some 137 million paying customers across its various streaming services like Hulu, ESPN+ and Disney+.\nNow, it’s possible that travel will add a second stage to Disney’s rocketing success. Before the pandemic, its travel and resorts business represented some 40% of the company’s revenue. Most of that was shut down in early 2020. Now, though, it’s coming back. As it does, revenue should quickly recover from the 22% hit Disney suffered in 2020.\nUnfortunately, many analysts think those gains may already be in the stock. Shares were hit by profit-taking in early 2021 and now trade below their February highs.\nStill, if you’re looking for long-term value, most analysts still believe in Disney as one of the reopening stocks. Of the 20 analysts following it at Tipranks,17 say it’s a buy.Bank of America (NYSE:BAC) is especially optimistic, despite the shares now trading for about 135 times levered annual cash flow. It was selling at around 25 times before the pandemic hit.\nRoyal Caribbean (RCL) Is the Most Investable Cruise Line\nDuring the latter part of the last decade, Royal Caribbean chose to grow its fleet of ships at a sustainable rate. It’s now benefitting from that strategy, becoming the most“investable”of the cruise line stocks. Right now, shares of RCL stock are up 125% for the past one year, as optimism grows for reopening stocks.\nRoyal Caribbean owns Celebrity and Silversea cruises as well as its namesake fleet. It completed the purchase of Silversea last year, then sold Azamara, a luxury brand,to private equity. It also took a Spanish line called Pullmantur bankrupt and hopes to relaunch it later this year.\nWhile the company’s net debt rose 42% during 2020 to $16.45 billion, the company had $4.4 billion in cash at the end of December. It’s also loaning $40 million to travel agents to get them through and hopes to return to full U.S. service by November. Meanwhile, pent-up demand is so great that it’s already filling ships in Singapore for“cruises to nowhere.”\nDelta (DAL) Has Yet to Regain Its Highs\nWhile Southwest now sells for more than it did before the pandemic, shares of Delta Air Lines remain about 20% below where they were. Today, DAL stock trades for almost $47.\nThat’s because, while domestic travel is starting to return to normal and Delta plans on filling its middle seats in May, international travel remains slow. Even domestic travel is running on optimism. About 1.6 million people flew one day in early April. Before the pandemic, back in 2019, that number was well over 2 million on the same day.\nDespite the government’s turning some of its pandemic loans into grants, Delta ended 2020 with $33 billion in long term debt, against assets of $71 billion. Moreover, Delta had an adjusted loss of $3.55 per share for its first-quarter earnings.\nOnce Delta has positive free cash flow again,InvestorPlace’s Mark Hake expects the stock to take off. Most analysts don’t, however. Now, only about half the analysts tracked by Tipranks call it a buy, with an average price target of $56.50.\nAll in all, while Delta has survived the pandemic, it has also mortgaged much of its future. That mortgage must be paid before I see this pick of the reopening stocks as a buy again.\nAll in all, while Delta has survived the pandemic, it has also mortgaged much of its future. That mortgage must be paid before I see this pick of the reopening stocks as a buy again.\nTrip Advisor (TRIP) Has a Plan for the New Normal\nTripadvisor has a plan for big profits in the post-pandemic world. Basically, it wants to become the Amazon (NASDAQ:AMZN) of travel.\nThat doesn’t mean running the whole travel business. Instead, it means charging customers $99 per year for special discounts and perks on rooms. It calls this new program Tripadvisor Plus.\nThis idea could be a win-win-win. Hotels and resorts will get loyal customers at a discount. Customers who sign up will get discounts and perks. And Tripadvisor will get cash for running the program.\nRight now, though, the company badly needs investors to forget 2020, when it lost $2.14 per share on revenue of just $604 million. Rather, it wants them to remember 2019, when the company made $126 million, or 91 cents per share, on revenue of $1.56 billion. Essentially, they want a mulligan for the past year.\nBut 2020 did happen— and it did substantial financial damage at that. That said, while 2021 should start off slow, results should also rise sharply once the new program’s revenues start coming in. So, if you believe in it’s new program’s pitch, TRIP stock maybe one of the better reopening stocks for you.\nSpeculators Are Now Betting on United Airlines (UAL)\nInvestment often reminds me of westward migration; the speculators come in first, then come the investors. Right now, UAL stock is benefitting from speculation.\nWhile Southwest Airlines has passed its 2020 high and Delta Air Lines is approaching it, United is just halfway back. Its market cap of $18 billion is less than half its 2019 revenue of $43 billion.\nThe airline should survive, but it’s going to be a bumpy ride. Analysts expect a first-quarter loss of $6.23 per share. The airline’s bond rating is also below investment grade and its most recent debt issue carried an interest rate of 4.875%. Still, speculators have been rushing in as the airline said it was probably cash flow positive in March.\nGoing beyond speculative gains, however, will mean regaining the trust of employees, the government and passengers, which was not helped by an engineblowing out back in February.\nAs a result, analysts are divided on United, with only about half of them saying it’s a buy on Tipranks. Even InvestorPlace’s Louis Navellier calls this one of the reopening stocks“a poor way to make money.”\nWill Cruising Resume Soon Enough for Carnival (CCL)?\nOf all the reopening stocks on this list, CCL stock stands out as a cautionary tale.\nBefore the pandemic, Carnival was buying boats with both hands, planning to add 22 new liners by 2025. Basically, it was putting all of its cash flow to work.\nThen the music stopped. While based in Miami, Carnival has its legal home in Panama. This made it ineligible for pandemic relief. It was only thanks to the Federal Reserve’s expansion of the money supply that Carnival was able to survive. But the price was steep. One $4 billion bond carries an interest rate of 11.5%, while another $1.75 billion bond is convertible into stock, diluting shareholders.\nNow in April, though, shares are back to around $28 with a market cap of $32 billion after 2019 revenue of $20.8 billion. That’s still less than the $57 billion in assets it carries on the books, mainly in the form of “property and equipment” like its boats.\nThe Centers for Disease Control and Prevention (CDC) now believes cruising could resume this summer. That should save Carnival the company. But it still leaves precious little for shareholders of CCL stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344026512,"gmtCreate":1618361669436,"gmtModify":1704709628718,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Coinbase","listText":"Coinbase","text":"Coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344026512","repostId":"2127045633","repostType":4,"repost":{"id":"2127045633","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618359596,"share":"https://ttm.financial/m/news/2127045633?lang=&edition=fundamental","pubTime":"2021-04-14 08:19","market":"us","language":"en","title":"Coinbase reference price set at $250 per share ahead of Nasdaq debut","url":"https://stock-news.laohu8.com/highlight/detail?id=2127045633","media":"Reuters","summary":"Nasdaq on Tuesday set a reference price of $250 per share for Coinbase Global Inc, projecting a valu","content":"<p>Nasdaq on Tuesday set a reference price of $250 per share for Coinbase Global Inc, projecting a value for the largest U.S. cryptocurrency exchange at $49.19 billion ahead of its landmark stock market debut on Wednesday.</p>\n<p>The reference price is not an offering price for investors to purchase shares, but rather a benchmark for performance when the stock starts trading the exchange on Wednesday.</p>\n<p>Coinbase shares are set to start trading under the “COIN” symbol. The opening public price will be determined by buy and sell orders collected by the Nasdaq from broker-dealers.</p>\n<p>The reference price is below the $343.58 volume-weighted average price Coinbase’s shares were trading at privately in the first quarter of this year.</p>\n<p>If shares trade hands at or above the reference price, Coinbase would be valued at more than six times the $8 billion the company was worth in its last private fundraising round in 2018.</p>\n<p>By comparison, the market capitalization of New York Stock Exchange-parent company Intercontinental Exchange is around $66 billion.</p>\n<p>Coinbase has opted to go public through a direct listing rather than a traditional initial public offering. This means the company will not raise any money and existing investors are not bound by lock-up restrictions on when they can divest their holdings following the market debut.</p>\n<p>The option to go public is much less common than a traditional IPO but is gaining traction. Previous high-profile direct listings include Spotify Technology SA in 2018, Slack Technologies Inc in 2019 and Roblox Corp in 2021.</p>\n<p>Founded in 2012, Coinbase is one of the best-known cryptocurrency platforms globally and has more than 56 million users who trade various virtual coins, including bitcoin, ethereum and XRP.</p>\n<p>Bitcoin hit a record of $62,741 on Tuesday, extending its 2021 rally to new heights a day before the Coinbase listing.</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>Coinbase reference price set at $250 per share ahead of Nasdaq debut</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\">\nCoinbase reference price set at $250 per share ahead of Nasdaq debut\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\">2021-04-14 08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nasdaq on Tuesday set a reference price of $250 per share for Coinbase Global Inc, projecting a value for the largest U.S. cryptocurrency exchange at $49.19 billion ahead of its landmark stock market debut on Wednesday.</p>\n<p>The reference price is not an offering price for investors to purchase shares, but rather a benchmark for performance when the stock starts trading the exchange on Wednesday.</p>\n<p>Coinbase shares are set to start trading under the “COIN” symbol. The opening public price will be determined by buy and sell orders collected by the Nasdaq from broker-dealers.</p>\n<p>The reference price is below the $343.58 volume-weighted average price Coinbase’s shares were trading at privately in the first quarter of this year.</p>\n<p>If shares trade hands at or above the reference price, Coinbase would be valued at more than six times the $8 billion the company was worth in its last private fundraising round in 2018.</p>\n<p>By comparison, the market capitalization of New York Stock Exchange-parent company Intercontinental Exchange is around $66 billion.</p>\n<p>Coinbase has opted to go public through a direct listing rather than a traditional initial public offering. This means the company will not raise any money and existing investors are not bound by lock-up restrictions on when they can divest their holdings following the market debut.</p>\n<p>The option to go public is much less common than a traditional IPO but is gaining traction. Previous high-profile direct listings include Spotify Technology SA in 2018, Slack Technologies Inc in 2019 and Roblox Corp in 2021.</p>\n<p>Founded in 2012, Coinbase is one of the best-known cryptocurrency platforms globally and has more than 56 million users who trade various virtual coins, including bitcoin, ethereum and XRP.</p>\n<p>Bitcoin hit a record of $62,741 on Tuesday, extending its 2021 rally to new heights a day before the Coinbase listing.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","COIN":"Coinbase Global, Inc.","NDAQ":"纳斯达克OMX交易所","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127045633","content_text":"Nasdaq on Tuesday set a reference price of $250 per share for Coinbase Global Inc, projecting a value for the largest U.S. cryptocurrency exchange at $49.19 billion ahead of its landmark stock market debut on Wednesday.\nThe reference price is not an offering price for investors to purchase shares, but rather a benchmark for performance when the stock starts trading the exchange on Wednesday.\nCoinbase shares are set to start trading under the “COIN” symbol. The opening public price will be determined by buy and sell orders collected by the Nasdaq from broker-dealers.\nThe reference price is below the $343.58 volume-weighted average price Coinbase’s shares were trading at privately in the first quarter of this year.\nIf shares trade hands at or above the reference price, Coinbase would be valued at more than six times the $8 billion the company was worth in its last private fundraising round in 2018.\nBy comparison, the market capitalization of New York Stock Exchange-parent company Intercontinental Exchange is around $66 billion.\nCoinbase has opted to go public through a direct listing rather than a traditional initial public offering. This means the company will not raise any money and existing investors are not bound by lock-up restrictions on when they can divest their holdings following the market debut.\nThe option to go public is much less common than a traditional IPO but is gaining traction. Previous high-profile direct listings include Spotify Technology SA in 2018, Slack Technologies Inc in 2019 and Roblox Corp in 2021.\nFounded in 2012, Coinbase is one of the best-known cryptocurrency platforms globally and has more than 56 million users who trade various virtual coins, including bitcoin, ethereum and XRP.\nBitcoin hit a record of $62,741 on Tuesday, extending its 2021 rally to new heights a day before the Coinbase listing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343776046,"gmtCreate":1617758670285,"gmtModify":1704702703183,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Betz","listText":"Betz","text":"Betz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343776046","repostId":"2125166557","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343336178,"gmtCreate":1617675374294,"gmtModify":1704701657957,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343336178","repostId":"2125757547","repostType":4,"repost":{"id":"2125757547","kind":"news","pubTimestamp":1617610742,"share":"https://ttm.financial/m/news/2125757547?lang=&edition=fundamental","pubTime":"2021-04-05 16:19","market":"us","language":"en","title":"FOMC meeting minutes, Powell speaks: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2125757547","media":"Yahoo Finance","summary":"Traders returning from the long holiday weekend will turn their attention to more commentary out of ","content":"<p>Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech from Fed Chair Jerome Powell on deck. Relatively few new economic data reports or corporate earnings results are scheduled for release.</p><p>The FOMC's meeting minutes, due out Wednesday afternoon, will elucidate members' thinking from their March meeting. At the conclusion of that meeting, the central bank's median forecast for economic growth was sharply upwardly revised, reflecting improving growth trends as the trajectory of new COVID-19 infections improved and vaccinations broadened out. The central bank said it expects real GDP to grow 6.5% this year, versus the 4.2% rate it anticipated in December. The Fed also said it sees the unemployment rate improving to 4.5% by year-end before returning to its pre-pandemic level of 3.5% by 2023.</p><p>Despite these improving projections, the Fed still telegraphed that interest rates would likely remain on hold at current near-zero levels through 2023, with the central bank maintaining its ultra-accommodative monetary policy posturing despite a quicker-than-previously-expected economic recovery. Market participants have been wary of this message, with the Fed suggesting a stubborn tilt toward easy monetary policy even in the face of rising inflation. The Fed's latest forecast showed the median member believed core inflation would rise to 2.4% this year, hitting and exceeding the Fed's 2% target two years earlier than previously anticipated.</p><p>Fed Chair Powell said in his mid-March press conference that inflation would need to be \"on track to exceed 2% moderately for some time\" in order for the Fed to consider its inflation goal met and allow for liftoff on rates. However, that assertion has left some room for interpretation by market participants, leading many to speculate the Fed may be pushed to adjust policy sooner than it has recently telegraphed.</p><h2>'Forecast disagreement'</h2><h2></h2><p>According to a recent survey from Deustche Bank, \"The current gap between the market and the Fed is mostly about forecast disagreement. In particular, survey respondents expect that core PCE in the 2.2%-2.3% range in 2022 and 2023 will beget a more hawkish Fed response,\" Deutsche Bank economist Matthew Luzzetti wrote in a note. \"While we learned at the FOMC meeting that 2.1% core PCE [personal consumption expenditures] inflation is not sufficiently high to trigger liftoff, it is still unclear whether inflation rates in the 2.2%-2.3% range — as expected by our survey and market pricing — would be high enough to get the Fed to tighten. This ambiguity is <a href=\"https://laohu8.com/S/AONE\">one</a> drawback of the Fed's flexible average inflation targeting (FAIT) approach which leaves key parameters undefined.\"</p><p>\"If the Fed were to clearly signal that core PCE inflation in the 2.2%-2.3% range for a year or two is consistent with their view of FAIT and would not trigger a tightening of monetary policy, they could impact market pricing,\" he added. \"Conversely, if the FOMC believes they would raise rates in response to these inflation realizations, then the market is currently pricing an appropriate reaction function and it will take some time for a verdict on whether the Fed or market is correct about the persistence of this inflation shock.\"</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00f01f2ead30a11c8273f332b00d3da\" tg-width=\"6000\" tg-height=\"4000\" referrerpolicy=\"no-referrer\"><span>WASHINGTON, DC - JANUARY 29: Federal Reserve Board Chairman Jerome Powell speaks during a news conference after a Federal Open Market Committee meeting on January 29, 2020 in Washington, DC. Chairman Powell announced that the Federal Reserve will not be adjusting interest rates. (Photo by Samuel Corum/Getty Images)Samuel Corum via Getty Images</span></p><p>But while the jury appears to be out among market participants when it comes to the timing of the next rate hike, many agree that the first step toward tightening by the Federal Reserve will likely occur in their crisis-era asset purchase program. Fed Chair Powell said that the central bank would be looking for \"substantial further progress\" — and specifically \"actual progress\" in the data and not \"forecast progress\" — toward the Fed's employment and inflation goals before considering tapering.</p><p>Still, with the latest batch of March economic data exceeding estimates, the Fed may soon begin offering up firmer guidance around its plan for tapering the $120 billion per-month asset purchase program, which was first put into place at the start of the pandemic last year.</p><p>\"Financial conditions should remain quite accommodative for a while, and in our view risks an overshoot,\" Rich Rieder, BlackRock chief investment officer, said in a note. \"We think that the Fed should be able to taper asset purchases sooner than many expect and perhaps by the end of the year, or early next year, which suggests to us that communicating its plan could come as early as the June meeting.\"</p><p>While the forthcoming meeting minutes will not take into account FOMC members' appraisal of the latest batch of economic data, it will offer market participants a sense of whether some members were inclined to look past the first signs of a faster-than-expected economic recovery in dictating the direction of monetary policy.</p><p>That said, Fed Chair Powell's public remarks this coming Thursday will offer a more timely view of the central bank's policy thinking. Powell will be speaking at an International Monetary Fund panel on the global economy Thursday afternoon.</p><p>The discussion will come about a week after the Labor Department's March jobs report, which showed a much better than expected gain of 916,000 non-farm payrolls and a dip in the unemployment rate to 6.0%. Plus, last week's Institute for Supply Management's manufacturing purchasing managers' index unexpectedly jumped to a 37-year high, with some survey participants already citing a rise in commodity prices and a supply and demand mismatch that could exacerbate upward price pressures. Market participants will eye Powell's address to see whether or not these prints shift the needle in the Fed's monetary policy projections.</p><p>\"We expect that as the data come in, the volatility in Fed views will become more pronounced over coming months,\" RBC Capital Markets economists wrote in a note last week.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b><a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Services PMI, March Final (60.2 expected, 60.0 in prior print); Markit U.S. Composite PMI, March Final (59.1 in prior print); ISM Services Index, March (58.7 expected, 55.3 in February); Factory Orders, February (-0.5% expected, 2.6% in January); Durable Goods Orders, February Final (-1.1% expected, -1.1% in prior print); Durable Goods Orders excluding transportation, February final (-0.9% expected, -0.9% in prior print); Non-defense capital goods orders excluding aircraft, February final (-0.8% in prior print); Non-defense capital goods shipments excluding aircraft, February final (-1.0% in prior print)</p></li><li><p><b>Tuesday:</b> JOLTS Job Openings, February (6.944 million expected, 6.917 million in prior print)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended April 2 (-2.2% during prior week); Trade Balance, February (-$70.5 billion expected, -$68.2 billion in January); Consumer credit, February ($2.800 billion expected, -$1.315 billion in January) FOMC Meeting Minutes, March Meeting</p></li><li><p><b>Thursday: </b>Initial jobless claims, week ended April 3 (690,000 expected, 719,000 during prior week); Continuing claims, week ended March 27 (3.794 million during prior week)</p></li><li><p><b>Friday:</b> Producer Price Index, month-over-month, March (0.5% expected, 0.5% in February); Producer Price Index excluding food and energy, month-over-month, March (0.2% expected, 0.2% in February); Producer Price Index, year-over-year, March (3.8% expected, 2.5% in February); Producer Price Index excluding food and energy year-over-year, March (2.7% expected, 2.5% in February); Wholesale inventories, month-over-month, February final (0.5% expected, 0.5% in prior print)</p></li></ul><h2>Earnings calendar</h2><ul><li><p><b>Monday: </b>N/A</p></li><li><p><b>Tuesday: </b>N/A</p></li><li><p><b>Wednesday:</b> N/A</p></li><li><p><b>Thursday:</b> Constellation Brands (STZ) before market open</p></li><li><p><b>Friday: </b>N/A</p></li></ul>","source":"yahoofinance_au","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 meeting minutes, Powell speaks: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC meeting minutes, Powell speaks: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 16:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125757547","content_text":"Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech from Fed Chair Jerome Powell on deck. Relatively few new economic data reports or corporate earnings results are scheduled for release.The FOMC's meeting minutes, due out Wednesday afternoon, will elucidate members' thinking from their March meeting. At the conclusion of that meeting, the central bank's median forecast for economic growth was sharply upwardly revised, reflecting improving growth trends as the trajectory of new COVID-19 infections improved and vaccinations broadened out. The central bank said it expects real GDP to grow 6.5% this year, versus the 4.2% rate it anticipated in December. The Fed also said it sees the unemployment rate improving to 4.5% by year-end before returning to its pre-pandemic level of 3.5% by 2023.Despite these improving projections, the Fed still telegraphed that interest rates would likely remain on hold at current near-zero levels through 2023, with the central bank maintaining its ultra-accommodative monetary policy posturing despite a quicker-than-previously-expected economic recovery. Market participants have been wary of this message, with the Fed suggesting a stubborn tilt toward easy monetary policy even in the face of rising inflation. The Fed's latest forecast showed the median member believed core inflation would rise to 2.4% this year, hitting and exceeding the Fed's 2% target two years earlier than previously anticipated.Fed Chair Powell said in his mid-March press conference that inflation would need to be \"on track to exceed 2% moderately for some time\" in order for the Fed to consider its inflation goal met and allow for liftoff on rates. However, that assertion has left some room for interpretation by market participants, leading many to speculate the Fed may be pushed to adjust policy sooner than it has recently telegraphed.'Forecast disagreement'According to a recent survey from Deustche Bank, \"The current gap between the market and the Fed is mostly about forecast disagreement. In particular, survey respondents expect that core PCE in the 2.2%-2.3% range in 2022 and 2023 will beget a more hawkish Fed response,\" Deutsche Bank economist Matthew Luzzetti wrote in a note. \"While we learned at the FOMC meeting that 2.1% core PCE [personal consumption expenditures] inflation is not sufficiently high to trigger liftoff, it is still unclear whether inflation rates in the 2.2%-2.3% range — as expected by our survey and market pricing — would be high enough to get the Fed to tighten. This ambiguity is one drawback of the Fed's flexible average inflation targeting (FAIT) approach which leaves key parameters undefined.\"\"If the Fed were to clearly signal that core PCE inflation in the 2.2%-2.3% range for a year or two is consistent with their view of FAIT and would not trigger a tightening of monetary policy, they could impact market pricing,\" he added. \"Conversely, if the FOMC believes they would raise rates in response to these inflation realizations, then the market is currently pricing an appropriate reaction function and it will take some time for a verdict on whether the Fed or market is correct about the persistence of this inflation shock.\"WASHINGTON, DC - JANUARY 29: Federal Reserve Board Chairman Jerome Powell speaks during a news conference after a Federal Open Market Committee meeting on January 29, 2020 in Washington, DC. Chairman Powell announced that the Federal Reserve will not be adjusting interest rates. (Photo by Samuel Corum/Getty Images)Samuel Corum via Getty ImagesBut while the jury appears to be out among market participants when it comes to the timing of the next rate hike, many agree that the first step toward tightening by the Federal Reserve will likely occur in their crisis-era asset purchase program. Fed Chair Powell said that the central bank would be looking for \"substantial further progress\" — and specifically \"actual progress\" in the data and not \"forecast progress\" — toward the Fed's employment and inflation goals before considering tapering.Still, with the latest batch of March economic data exceeding estimates, the Fed may soon begin offering up firmer guidance around its plan for tapering the $120 billion per-month asset purchase program, which was first put into place at the start of the pandemic last year.\"Financial conditions should remain quite accommodative for a while, and in our view risks an overshoot,\" Rich Rieder, BlackRock chief investment officer, said in a note. \"We think that the Fed should be able to taper asset purchases sooner than many expect and perhaps by the end of the year, or early next year, which suggests to us that communicating its plan could come as early as the June meeting.\"While the forthcoming meeting minutes will not take into account FOMC members' appraisal of the latest batch of economic data, it will offer market participants a sense of whether some members were inclined to look past the first signs of a faster-than-expected economic recovery in dictating the direction of monetary policy.That said, Fed Chair Powell's public remarks this coming Thursday will offer a more timely view of the central bank's policy thinking. Powell will be speaking at an International Monetary Fund panel on the global economy Thursday afternoon.The discussion will come about a week after the Labor Department's March jobs report, which showed a much better than expected gain of 916,000 non-farm payrolls and a dip in the unemployment rate to 6.0%. Plus, last week's Institute for Supply Management's manufacturing purchasing managers' index unexpectedly jumped to a 37-year high, with some survey participants already citing a rise in commodity prices and a supply and demand mismatch that could exacerbate upward price pressures. Market participants will eye Powell's address to see whether or not these prints shift the needle in the Fed's monetary policy projections.\"We expect that as the data come in, the volatility in Fed views will become more pronounced over coming months,\" RBC Capital Markets economists wrote in a note last week.Economic calendarMonday: Markit U.S. Services PMI, March Final (60.2 expected, 60.0 in prior print); Markit U.S. Composite PMI, March Final (59.1 in prior print); ISM Services Index, March (58.7 expected, 55.3 in February); Factory Orders, February (-0.5% expected, 2.6% in January); Durable Goods Orders, February Final (-1.1% expected, -1.1% in prior print); Durable Goods Orders excluding transportation, February final (-0.9% expected, -0.9% in prior print); Non-defense capital goods orders excluding aircraft, February final (-0.8% in prior print); Non-defense capital goods shipments excluding aircraft, February final (-1.0% in prior print)Tuesday: JOLTS Job Openings, February (6.944 million expected, 6.917 million in prior print)Wednesday: MBA Mortgage Applications, week ended April 2 (-2.2% during prior week); Trade Balance, February (-$70.5 billion expected, -$68.2 billion in January); Consumer credit, February ($2.800 billion expected, -$1.315 billion in January) FOMC Meeting Minutes, March MeetingThursday: Initial jobless claims, week ended April 3 (690,000 expected, 719,000 during prior week); Continuing claims, week ended March 27 (3.794 million during prior week)Friday: Producer Price Index, month-over-month, March (0.5% expected, 0.5% in February); Producer Price Index excluding food and energy, month-over-month, March (0.2% expected, 0.2% in February); Producer Price Index, year-over-year, March (3.8% expected, 2.5% in February); Producer Price Index excluding food and energy year-over-year, March (2.7% expected, 2.5% in February); Wholesale inventories, month-over-month, February final (0.5% expected, 0.5% in prior print)Earnings calendarMonday: N/ATuesday: N/AWednesday: N/AThursday: Constellation Brands (STZ) before market openFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343336309,"gmtCreate":1617675351001,"gmtModify":1704701657635,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570407134808900","idStr":"3570407134808900"},"themes":[],"htmlText":"Bond","listText":"Bond","text":"Bond","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343336309","repostId":"1172023342","repostType":4,"repost":{"id":"1172023342","kind":"news","pubTimestamp":1617673495,"share":"https://ttm.financial/m/news/1172023342?lang=&edition=fundamental","pubTime":"2021-04-06 09:44","market":"us","language":"en","title":"Buffett's Berkshire Hathaway returns to yen market with bond","url":"https://stock-news.laohu8.com/highlight/detail?id=1172023342","media":"Bloomberg","summary":"[NEW YORK] Warren Buffett's Berkshire Hathaway kicked off marketing of a multi-tranche yen bond deal","content":"<p>[NEW YORK] Warren Buffett's Berkshire Hathaway kicked off marketing of a multi-tranche yen bond deal on Monday, several months after announcing investments in Japan's biggest trading companies.</p><p>Berkshire Hathaway is offering yen notes for a third straight year, targeting a four-part yen deal that may price on Thursday, according to JPMorgan Chase &amp; Co, one of the bookrunners on the deal. The proceeds will be used for general corporate purposes. The conglomerate sold 430 billion yen (S$5.23 billion) of the securities in its inaugural deal in 2019, which was one of the largest sales by a foreign issuer in yen.</p><p>The US firm said in August that it had acquired stakes of about 5 per cent in Itochu, Marubeni, Mitsubishi, Mitsui &amp; Co and Sumitomo. Mr Buffett, chairman and chief executive officer of Berkshire Hathaway, didn't make any major investment in 2020, but the company bought up its own stock and is sitting on US$138 billion of cash.</p><p>The company said last year that it planned to hold its Japanese trading house investments for the long term and that it could increase its holding in any of the five to as much as 9.9 per cent.</p><p>Berkshire Hathaway also plans to refinance US$1 billion of notes that matured on March 15 from the proposed yen debt offering, according to the deal terms.</p><p>Demand for corporate bonds in the yen market has been solid this year as the Bank of Japan's negative interest-rate policy has kept yields on company debt from rising much, despite volatility. Nagoya Railroad Co's five-year bond, which priced with a coupon of 0.09 per cent last month, garnered demand almost nine times the issuance size.</p><p>Berkshire Hathaway is offering a five-year bond at 17-20 basis points over mid-swaps, which at current market levels is equivalent to a coupon of about 0.2 per cent. The deal also includes 10-year, 15-year and 20-year notes, with expected ratings from Moody's Investors Service and S&amp;P Global Ratings higher than those given to Japanese sovereign.</p><p>Berkshire Hathaway has yen bonds maturing as early as 2023 and as late as 2060. While the 2023 note has returned about 0.01 per cent this year, longer-dated notes have slumped as their yields have risen more. The price on the 2060 note dropped to 92.55 yen on Friday from 97.3 yen at the end of last year, according to data compiled by Bloomberg.</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>Buffett's Berkshire Hathaway returns to yen market with bond</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\">\nBuffett's Berkshire Hathaway returns to yen market with bond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/banking-finance/buffetts-berkshire-hathaway-returns-to-yen-market-with-bond><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[NEW YORK] Warren Buffett's Berkshire Hathaway kicked off marketing of a multi-tranche yen bond deal on Monday, several months after announcing investments in Japan's biggest trading companies....</p>\n\n<a href=\"https://www.businesstimes.com.sg/banking-finance/buffetts-berkshire-hathaway-returns-to-yen-market-with-bond\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.businesstimes.com.sg/banking-finance/buffetts-berkshire-hathaway-returns-to-yen-market-with-bond","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172023342","content_text":"[NEW YORK] Warren Buffett's Berkshire Hathaway kicked off marketing of a multi-tranche yen bond deal on Monday, several months after announcing investments in Japan's biggest trading companies.Berkshire Hathaway is offering yen notes for a third straight year, targeting a four-part yen deal that may price on Thursday, according to JPMorgan Chase & Co, one of the bookrunners on the deal. The proceeds will be used for general corporate purposes. The conglomerate sold 430 billion yen (S$5.23 billion) of the securities in its inaugural deal in 2019, which was one of the largest sales by a foreign issuer in yen.The US firm said in August that it had acquired stakes of about 5 per cent in Itochu, Marubeni, Mitsubishi, Mitsui & Co and Sumitomo. Mr Buffett, chairman and chief executive officer of Berkshire Hathaway, didn't make any major investment in 2020, but the company bought up its own stock and is sitting on US$138 billion of cash.The company said last year that it planned to hold its Japanese trading house investments for the long term and that it could increase its holding in any of the five to as much as 9.9 per cent.Berkshire Hathaway also plans to refinance US$1 billion of notes that matured on March 15 from the proposed yen debt offering, according to the deal terms.Demand for corporate bonds in the yen market has been solid this year as the Bank of Japan's negative interest-rate policy has kept yields on company debt from rising much, despite volatility. Nagoya Railroad Co's five-year bond, which priced with a coupon of 0.09 per cent last month, garnered demand almost nine times the issuance size.Berkshire Hathaway is offering a five-year bond at 17-20 basis points over mid-swaps, which at current market levels is equivalent to a coupon of about 0.2 per cent. The deal also includes 10-year, 15-year and 20-year notes, with expected ratings from Moody's Investors Service and S&P Global Ratings higher than those given to Japanese sovereign.Berkshire Hathaway has yen bonds maturing as early as 2023 and as late as 2060. While the 2023 note has returned about 0.01 per cent this year, longer-dated notes have slumped as their yields have risen more. The price on the 2060 note dropped to 92.55 yen on Friday from 97.3 yen at the end of last year, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":321842871,"gmtCreate":1615424614193,"gmtModify":1704782569486,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/321842871","repostId":"1189640767","repostType":4,"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343336178,"gmtCreate":1617675374294,"gmtModify":1704701657957,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343336178","repostId":"2125757547","repostType":4,"repost":{"id":"2125757547","kind":"news","pubTimestamp":1617610742,"share":"https://ttm.financial/m/news/2125757547?lang=&edition=fundamental","pubTime":"2021-04-05 16:19","market":"us","language":"en","title":"FOMC meeting minutes, Powell speaks: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2125757547","media":"Yahoo Finance","summary":"Traders returning from the long holiday weekend will turn their attention to more commentary out of ","content":"<p>Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech from Fed Chair Jerome Powell on deck. Relatively few new economic data reports or corporate earnings results are scheduled for release.</p><p>The FOMC's meeting minutes, due out Wednesday afternoon, will elucidate members' thinking from their March meeting. At the conclusion of that meeting, the central bank's median forecast for economic growth was sharply upwardly revised, reflecting improving growth trends as the trajectory of new COVID-19 infections improved and vaccinations broadened out. The central bank said it expects real GDP to grow 6.5% this year, versus the 4.2% rate it anticipated in December. The Fed also said it sees the unemployment rate improving to 4.5% by year-end before returning to its pre-pandemic level of 3.5% by 2023.</p><p>Despite these improving projections, the Fed still telegraphed that interest rates would likely remain on hold at current near-zero levels through 2023, with the central bank maintaining its ultra-accommodative monetary policy posturing despite a quicker-than-previously-expected economic recovery. Market participants have been wary of this message, with the Fed suggesting a stubborn tilt toward easy monetary policy even in the face of rising inflation. The Fed's latest forecast showed the median member believed core inflation would rise to 2.4% this year, hitting and exceeding the Fed's 2% target two years earlier than previously anticipated.</p><p>Fed Chair Powell said in his mid-March press conference that inflation would need to be \"on track to exceed 2% moderately for some time\" in order for the Fed to consider its inflation goal met and allow for liftoff on rates. However, that assertion has left some room for interpretation by market participants, leading many to speculate the Fed may be pushed to adjust policy sooner than it has recently telegraphed.</p><h2>'Forecast disagreement'</h2><h2></h2><p>According to a recent survey from Deustche Bank, \"The current gap between the market and the Fed is mostly about forecast disagreement. In particular, survey respondents expect that core PCE in the 2.2%-2.3% range in 2022 and 2023 will beget a more hawkish Fed response,\" Deutsche Bank economist Matthew Luzzetti wrote in a note. \"While we learned at the FOMC meeting that 2.1% core PCE [personal consumption expenditures] inflation is not sufficiently high to trigger liftoff, it is still unclear whether inflation rates in the 2.2%-2.3% range — as expected by our survey and market pricing — would be high enough to get the Fed to tighten. This ambiguity is <a href=\"https://laohu8.com/S/AONE\">one</a> drawback of the Fed's flexible average inflation targeting (FAIT) approach which leaves key parameters undefined.\"</p><p>\"If the Fed were to clearly signal that core PCE inflation in the 2.2%-2.3% range for a year or two is consistent with their view of FAIT and would not trigger a tightening of monetary policy, they could impact market pricing,\" he added. \"Conversely, if the FOMC believes they would raise rates in response to these inflation realizations, then the market is currently pricing an appropriate reaction function and it will take some time for a verdict on whether the Fed or market is correct about the persistence of this inflation shock.\"</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e00f01f2ead30a11c8273f332b00d3da\" tg-width=\"6000\" tg-height=\"4000\" referrerpolicy=\"no-referrer\"><span>WASHINGTON, DC - JANUARY 29: Federal Reserve Board Chairman Jerome Powell speaks during a news conference after a Federal Open Market Committee meeting on January 29, 2020 in Washington, DC. Chairman Powell announced that the Federal Reserve will not be adjusting interest rates. (Photo by Samuel Corum/Getty Images)Samuel Corum via Getty Images</span></p><p>But while the jury appears to be out among market participants when it comes to the timing of the next rate hike, many agree that the first step toward tightening by the Federal Reserve will likely occur in their crisis-era asset purchase program. Fed Chair Powell said that the central bank would be looking for \"substantial further progress\" — and specifically \"actual progress\" in the data and not \"forecast progress\" — toward the Fed's employment and inflation goals before considering tapering.</p><p>Still, with the latest batch of March economic data exceeding estimates, the Fed may soon begin offering up firmer guidance around its plan for tapering the $120 billion per-month asset purchase program, which was first put into place at the start of the pandemic last year.</p><p>\"Financial conditions should remain quite accommodative for a while, and in our view risks an overshoot,\" Rich Rieder, BlackRock chief investment officer, said in a note. \"We think that the Fed should be able to taper asset purchases sooner than many expect and perhaps by the end of the year, or early next year, which suggests to us that communicating its plan could come as early as the June meeting.\"</p><p>While the forthcoming meeting minutes will not take into account FOMC members' appraisal of the latest batch of economic data, it will offer market participants a sense of whether some members were inclined to look past the first signs of a faster-than-expected economic recovery in dictating the direction of monetary policy.</p><p>That said, Fed Chair Powell's public remarks this coming Thursday will offer a more timely view of the central bank's policy thinking. Powell will be speaking at an International Monetary Fund panel on the global economy Thursday afternoon.</p><p>The discussion will come about a week after the Labor Department's March jobs report, which showed a much better than expected gain of 916,000 non-farm payrolls and a dip in the unemployment rate to 6.0%. Plus, last week's Institute for Supply Management's manufacturing purchasing managers' index unexpectedly jumped to a 37-year high, with some survey participants already citing a rise in commodity prices and a supply and demand mismatch that could exacerbate upward price pressures. Market participants will eye Powell's address to see whether or not these prints shift the needle in the Fed's monetary policy projections.</p><p>\"We expect that as the data come in, the volatility in Fed views will become more pronounced over coming months,\" RBC Capital Markets economists wrote in a note last week.</p><h2>Economic calendar</h2><ul><li><p><b>Monday: </b><a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Services PMI, March Final (60.2 expected, 60.0 in prior print); Markit U.S. Composite PMI, March Final (59.1 in prior print); ISM Services Index, March (58.7 expected, 55.3 in February); Factory Orders, February (-0.5% expected, 2.6% in January); Durable Goods Orders, February Final (-1.1% expected, -1.1% in prior print); Durable Goods Orders excluding transportation, February final (-0.9% expected, -0.9% in prior print); Non-defense capital goods orders excluding aircraft, February final (-0.8% in prior print); Non-defense capital goods shipments excluding aircraft, February final (-1.0% in prior print)</p></li><li><p><b>Tuesday:</b> JOLTS Job Openings, February (6.944 million expected, 6.917 million in prior print)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended April 2 (-2.2% during prior week); Trade Balance, February (-$70.5 billion expected, -$68.2 billion in January); Consumer credit, February ($2.800 billion expected, -$1.315 billion in January) FOMC Meeting Minutes, March Meeting</p></li><li><p><b>Thursday: </b>Initial jobless claims, week ended April 3 (690,000 expected, 719,000 during prior week); Continuing claims, week ended March 27 (3.794 million during prior week)</p></li><li><p><b>Friday:</b> Producer Price Index, month-over-month, March (0.5% expected, 0.5% in February); Producer Price Index excluding food and energy, month-over-month, March (0.2% expected, 0.2% in February); Producer Price Index, year-over-year, March (3.8% expected, 2.5% in February); Producer Price Index excluding food and energy year-over-year, March (2.7% expected, 2.5% in February); Wholesale inventories, month-over-month, February final (0.5% expected, 0.5% in prior print)</p></li></ul><h2>Earnings calendar</h2><ul><li><p><b>Monday: </b>N/A</p></li><li><p><b>Tuesday: </b>N/A</p></li><li><p><b>Wednesday:</b> N/A</p></li><li><p><b>Thursday:</b> Constellation Brands (STZ) before market open</p></li><li><p><b>Friday: </b>N/A</p></li></ul>","source":"yahoofinance_au","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 meeting minutes, Powell speaks: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMC meeting minutes, Powell speaks: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 16:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/fomc-meeting-minutes-powell-speaks-what-to-know-in-the-week-ahead-154814153.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125757547","content_text":"Traders returning from the long holiday weekend will turn their attention to more commentary out of the Federal Reserve, with the Federal Open Market Committee's latest meeting minutes and a speech from Fed Chair Jerome Powell on deck. Relatively few new economic data reports or corporate earnings results are scheduled for release.The FOMC's meeting minutes, due out Wednesday afternoon, will elucidate members' thinking from their March meeting. At the conclusion of that meeting, the central bank's median forecast for economic growth was sharply upwardly revised, reflecting improving growth trends as the trajectory of new COVID-19 infections improved and vaccinations broadened out. The central bank said it expects real GDP to grow 6.5% this year, versus the 4.2% rate it anticipated in December. The Fed also said it sees the unemployment rate improving to 4.5% by year-end before returning to its pre-pandemic level of 3.5% by 2023.Despite these improving projections, the Fed still telegraphed that interest rates would likely remain on hold at current near-zero levels through 2023, with the central bank maintaining its ultra-accommodative monetary policy posturing despite a quicker-than-previously-expected economic recovery. Market participants have been wary of this message, with the Fed suggesting a stubborn tilt toward easy monetary policy even in the face of rising inflation. The Fed's latest forecast showed the median member believed core inflation would rise to 2.4% this year, hitting and exceeding the Fed's 2% target two years earlier than previously anticipated.Fed Chair Powell said in his mid-March press conference that inflation would need to be \"on track to exceed 2% moderately for some time\" in order for the Fed to consider its inflation goal met and allow for liftoff on rates. However, that assertion has left some room for interpretation by market participants, leading many to speculate the Fed may be pushed to adjust policy sooner than it has recently telegraphed.'Forecast disagreement'According to a recent survey from Deustche Bank, \"The current gap between the market and the Fed is mostly about forecast disagreement. In particular, survey respondents expect that core PCE in the 2.2%-2.3% range in 2022 and 2023 will beget a more hawkish Fed response,\" Deutsche Bank economist Matthew Luzzetti wrote in a note. \"While we learned at the FOMC meeting that 2.1% core PCE [personal consumption expenditures] inflation is not sufficiently high to trigger liftoff, it is still unclear whether inflation rates in the 2.2%-2.3% range — as expected by our survey and market pricing — would be high enough to get the Fed to tighten. This ambiguity is one drawback of the Fed's flexible average inflation targeting (FAIT) approach which leaves key parameters undefined.\"\"If the Fed were to clearly signal that core PCE inflation in the 2.2%-2.3% range for a year or two is consistent with their view of FAIT and would not trigger a tightening of monetary policy, they could impact market pricing,\" he added. \"Conversely, if the FOMC believes they would raise rates in response to these inflation realizations, then the market is currently pricing an appropriate reaction function and it will take some time for a verdict on whether the Fed or market is correct about the persistence of this inflation shock.\"WASHINGTON, DC - JANUARY 29: Federal Reserve Board Chairman Jerome Powell speaks during a news conference after a Federal Open Market Committee meeting on January 29, 2020 in Washington, DC. Chairman Powell announced that the Federal Reserve will not be adjusting interest rates. (Photo by Samuel Corum/Getty Images)Samuel Corum via Getty ImagesBut while the jury appears to be out among market participants when it comes to the timing of the next rate hike, many agree that the first step toward tightening by the Federal Reserve will likely occur in their crisis-era asset purchase program. Fed Chair Powell said that the central bank would be looking for \"substantial further progress\" — and specifically \"actual progress\" in the data and not \"forecast progress\" — toward the Fed's employment and inflation goals before considering tapering.Still, with the latest batch of March economic data exceeding estimates, the Fed may soon begin offering up firmer guidance around its plan for tapering the $120 billion per-month asset purchase program, which was first put into place at the start of the pandemic last year.\"Financial conditions should remain quite accommodative for a while, and in our view risks an overshoot,\" Rich Rieder, BlackRock chief investment officer, said in a note. \"We think that the Fed should be able to taper asset purchases sooner than many expect and perhaps by the end of the year, or early next year, which suggests to us that communicating its plan could come as early as the June meeting.\"While the forthcoming meeting minutes will not take into account FOMC members' appraisal of the latest batch of economic data, it will offer market participants a sense of whether some members were inclined to look past the first signs of a faster-than-expected economic recovery in dictating the direction of monetary policy.That said, Fed Chair Powell's public remarks this coming Thursday will offer a more timely view of the central bank's policy thinking. Powell will be speaking at an International Monetary Fund panel on the global economy Thursday afternoon.The discussion will come about a week after the Labor Department's March jobs report, which showed a much better than expected gain of 916,000 non-farm payrolls and a dip in the unemployment rate to 6.0%. Plus, last week's Institute for Supply Management's manufacturing purchasing managers' index unexpectedly jumped to a 37-year high, with some survey participants already citing a rise in commodity prices and a supply and demand mismatch that could exacerbate upward price pressures. Market participants will eye Powell's address to see whether or not these prints shift the needle in the Fed's monetary policy projections.\"We expect that as the data come in, the volatility in Fed views will become more pronounced over coming months,\" RBC Capital Markets economists wrote in a note last week.Economic calendarMonday: Markit U.S. Services PMI, March Final (60.2 expected, 60.0 in prior print); Markit U.S. Composite PMI, March Final (59.1 in prior print); ISM Services Index, March (58.7 expected, 55.3 in February); Factory Orders, February (-0.5% expected, 2.6% in January); Durable Goods Orders, February Final (-1.1% expected, -1.1% in prior print); Durable Goods Orders excluding transportation, February final (-0.9% expected, -0.9% in prior print); Non-defense capital goods orders excluding aircraft, February final (-0.8% in prior print); Non-defense capital goods shipments excluding aircraft, February final (-1.0% in prior print)Tuesday: JOLTS Job Openings, February (6.944 million expected, 6.917 million in prior print)Wednesday: MBA Mortgage Applications, week ended April 2 (-2.2% during prior week); Trade Balance, February (-$70.5 billion expected, -$68.2 billion in January); Consumer credit, February ($2.800 billion expected, -$1.315 billion in January) FOMC Meeting Minutes, March MeetingThursday: Initial jobless claims, week ended April 3 (690,000 expected, 719,000 during prior week); Continuing claims, week ended March 27 (3.794 million during prior week)Friday: Producer Price Index, month-over-month, March (0.5% expected, 0.5% in February); Producer Price Index excluding food and energy, month-over-month, March (0.2% expected, 0.2% in February); Producer Price Index, year-over-year, March (3.8% expected, 2.5% in February); Producer Price Index excluding food and energy year-over-year, March (2.7% expected, 2.5% in February); Wholesale inventories, month-over-month, February final (0.5% expected, 0.5% in prior print)Earnings calendarMonday: N/ATuesday: N/AWednesday: N/AThursday: Constellation Brands (STZ) before market openFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343776046,"gmtCreate":1617758670285,"gmtModify":1704702703183,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Betz","listText":"Betz","text":"Betz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343776046","repostId":"2125166557","repostType":4,"repost":{"id":"2125166557","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1617744420,"share":"https://ttm.financial/m/news/2125166557?lang=&edition=fundamental","pubTime":"2021-04-07 05:27","market":"hk","language":"en","title":"New York approves legal online sports betting","url":"https://stock-news.laohu8.com/highlight/detail?id=2125166557","media":"Dow Jones","summary":"Gov. Cuomo shared few details on how it would work, but in the past he has said he wants to run the ","content":"<p>Gov. Cuomo shared few details on how it would work, but in the past he has said he wants to run the state's sports betting industry through the New York Lottery.</p>\n<p>New York state has announced it approved a budget for its fiscal year 2022 that would allow for legal online wagering in the state for the first time.</p>\n<p>Further reporting from the Action Network.</p>\n<p>Cuomo has said he wants to run the state's sports betting industry through the New York Lottery, which is run by the government. Under his plan, the New York state Lottery would issue requests for proposals from only a few mobile betting operators, which it could then license out to other sportsbook operators, according to PlayNY .</p>\n<p>\"We want to do sports betting the way the state runs the lottery where the state gets the revenues. Many states have done sports betting but they basically allow casinos to run their own gambling operations. That makes a lot of money for casinos but it makes minimal money for the state,\" Cuomo said in January about his plan .</p>\n<p>\"And I'm not here to make casinos a lot of money. I'm here to raise funds for the state. So we have a different model for sports betting.\"</p>\n<p>Cuomo's proposal to have the New York Lottery run sports betting has been maligned by lawmakers for its lack of competition and constitutionality concerns . It is also extremely different from how other states run online sports betting. States like Pennsylvania and New Jersey allow for several casinos to legally operate, forcing higher competition for customers.</p>\n<p>Gov. Cuomo and New York's legislative leaders announced that an agreement on the state budget has been reached, but few other details on the specifics of the sports betting plan are known at this time.</p>\n<p>Sports betting is already technically legal in New York state but it's limited to in-person betting at four casinos in upstate New York. Online wagering is not currently allowed in any part of New York.</p>\n<p>Online wagering is where most bets occur in states that offer both forms of wagering. For example, over 90% of all bets in neighboring New Jersey occur online . New York would be by far the most populous state to offer online sports betting.</p>\n<p>A recent report indicated about 20% of New Jersey sports wagering comes from New York City .</p>\n<p>Sports betting stocks had only slight movement during Tuesday's trading. DraftKings <a href=\"https://laohu8.com/S/DKNG\">$(DKNG)$</a> gained 1.8%, Penn National Gaming <a href=\"https://laohu8.com/S/PENN\">$(PENN)$</a> was down 2.5%, Caesars Entertainment <a href=\"https://laohu8.com/S/CZR\">$(CZR)$</a> was up 2.5% is up 5.5%, MGM Resorts <a href=\"https://laohu8.com/S/MGM\">$(MGM)$</a> was down 0.4%.</p>\n<p>The Roundhill Sports Betting &amp; iGaming ETF <a href=\"https://laohu8.com/S/BETZ\">$(BETZ)$</a>, a tier-weighted index of global sports betting &amp; iGaming companies, was up 0.5% during Tuesday's trading.</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>New York approves legal online sports betting</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\">\nNew York approves legal online sports betting\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-07 05:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Gov. Cuomo shared few details on how it would work, but in the past he has said he wants to run the state's sports betting industry through the New York Lottery.</p>\n<p>New York state has announced it approved a budget for its fiscal year 2022 that would allow for legal online wagering in the state for the first time.</p>\n<p>Further reporting from the Action Network.</p>\n<p>Cuomo has said he wants to run the state's sports betting industry through the New York Lottery, which is run by the government. Under his plan, the New York state Lottery would issue requests for proposals from only a few mobile betting operators, which it could then license out to other sportsbook operators, according to PlayNY .</p>\n<p>\"We want to do sports betting the way the state runs the lottery where the state gets the revenues. Many states have done sports betting but they basically allow casinos to run their own gambling operations. That makes a lot of money for casinos but it makes minimal money for the state,\" Cuomo said in January about his plan .</p>\n<p>\"And I'm not here to make casinos a lot of money. I'm here to raise funds for the state. So we have a different model for sports betting.\"</p>\n<p>Cuomo's proposal to have the New York Lottery run sports betting has been maligned by lawmakers for its lack of competition and constitutionality concerns . It is also extremely different from how other states run online sports betting. States like Pennsylvania and New Jersey allow for several casinos to legally operate, forcing higher competition for customers.</p>\n<p>Gov. Cuomo and New York's legislative leaders announced that an agreement on the state budget has been reached, but few other details on the specifics of the sports betting plan are known at this time.</p>\n<p>Sports betting is already technically legal in New York state but it's limited to in-person betting at four casinos in upstate New York. Online wagering is not currently allowed in any part of New York.</p>\n<p>Online wagering is where most bets occur in states that offer both forms of wagering. For example, over 90% of all bets in neighboring New Jersey occur online . New York would be by far the most populous state to offer online sports betting.</p>\n<p>A recent report indicated about 20% of New Jersey sports wagering comes from New York City .</p>\n<p>Sports betting stocks had only slight movement during Tuesday's trading. DraftKings <a href=\"https://laohu8.com/S/DKNG\">$(DKNG)$</a> gained 1.8%, Penn National Gaming <a href=\"https://laohu8.com/S/PENN\">$(PENN)$</a> was down 2.5%, Caesars Entertainment <a href=\"https://laohu8.com/S/CZR\">$(CZR)$</a> was up 2.5% is up 5.5%, MGM Resorts <a href=\"https://laohu8.com/S/MGM\">$(MGM)$</a> was down 0.4%.</p>\n<p>The Roundhill Sports Betting &amp; iGaming ETF <a href=\"https://laohu8.com/S/BETZ\">$(BETZ)$</a>, a tier-weighted index of global sports betting &amp; iGaming companies, was up 0.5% during Tuesday's trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CZR":"凯撒娱乐","PENN":"佩恩国民博彩","DKNG":"DraftKings Inc.","BETZ":"Roundhill Sports Betting & iGaming ETF","MGM":"美高梅"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125166557","content_text":"Gov. Cuomo shared few details on how it would work, but in the past he has said he wants to run the state's sports betting industry through the New York Lottery.\nNew York state has announced it approved a budget for its fiscal year 2022 that would allow for legal online wagering in the state for the first time.\nFurther reporting from the Action Network.\nCuomo has said he wants to run the state's sports betting industry through the New York Lottery, which is run by the government. Under his plan, the New York state Lottery would issue requests for proposals from only a few mobile betting operators, which it could then license out to other sportsbook operators, according to PlayNY .\n\"We want to do sports betting the way the state runs the lottery where the state gets the revenues. Many states have done sports betting but they basically allow casinos to run their own gambling operations. That makes a lot of money for casinos but it makes minimal money for the state,\" Cuomo said in January about his plan .\n\"And I'm not here to make casinos a lot of money. I'm here to raise funds for the state. So we have a different model for sports betting.\"\nCuomo's proposal to have the New York Lottery run sports betting has been maligned by lawmakers for its lack of competition and constitutionality concerns . It is also extremely different from how other states run online sports betting. States like Pennsylvania and New Jersey allow for several casinos to legally operate, forcing higher competition for customers.\nGov. Cuomo and New York's legislative leaders announced that an agreement on the state budget has been reached, but few other details on the specifics of the sports betting plan are known at this time.\nSports betting is already technically legal in New York state but it's limited to in-person betting at four casinos in upstate New York. Online wagering is not currently allowed in any part of New York.\nOnline wagering is where most bets occur in states that offer both forms of wagering. For example, over 90% of all bets in neighboring New Jersey occur online . New York would be by far the most populous state to offer online sports betting.\nA recent report indicated about 20% of New Jersey sports wagering comes from New York City .\nSports betting stocks had only slight movement during Tuesday's trading. DraftKings $(DKNG)$ gained 1.8%, Penn National Gaming $(PENN)$ was down 2.5%, Caesars Entertainment $(CZR)$ was up 2.5% is up 5.5%, MGM Resorts $(MGM)$ was down 0.4%.\nThe Roundhill Sports Betting & iGaming ETF $(BETZ)$, a tier-weighted index of global sports betting & iGaming companies, was up 0.5% during Tuesday's trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320703184,"gmtCreate":1615173155948,"gmtModify":1704779096219,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320703184","repostId":"1136643242","repostType":4,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375829377,"gmtCreate":1619324446199,"gmtModify":1704722477203,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375829377","repostId":"1184404050","repostType":4,"repost":{"id":"1184404050","kind":"news","pubTimestamp":1619319329,"share":"https://ttm.financial/m/news/1184404050?lang=&edition=fundamental","pubTime":"2021-04-25 10:55","market":"us","language":"en","title":"What to watch in the markets this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1184404050","media":"CNBC","summary":"The last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product a","content":"<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to watch in the markets this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to watch in the markets this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House....</p>\n\n<a href=\"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","AAPL":"苹果",".DJI":"道琼斯","TSLA":"特斯拉","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.cnbc.com/2021/04/23/taxes-and-inflation-will-be-key-themes-for-markets-in-the-week-ahead.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184404050","content_text":"KEY POINTSThe last week of April will be extremely busy for markets with a third of the S&P 500 reporting earnings, a Federal Reserve meeting, and new spending and tax proposals from the White House.Big Tech is a highlight of the earnings calendar, with Apple, Microsoft, Amazon, Facebook and Alphabet all releasing results.The Fed is not expected to take any action, but economists expect it to defend its policy to let inflation run hot.There is some key data including first-quarter gross domestic product and the Fed’s favorite inflation measure: the personal consumption expenditures deflator.The final week of April is going to be a busy one for markets with a Federal Reserve meeting and a deluge of earnings news.Hot topics in markets will continue to be inflation and taxes.President Joe Biden is expected to detail his “American Families Plan” and the tax increases to pay for it, including a much higher capital gains tax for the wealthy.The plan is the second part of his Build Back Better agenda and will include new spending proposals aimed at helping families. The president addresses a joint session of Congress Wednesday evening.It’s a huge week for earnings with about a third of the S&P 500 reporting, including Big Tech names, such as Apple,Microsoft,Alphabet and Amazon.As many have already done, firms like Boeing, Ford,Caterpillar and McDonald’s, are likely to detail cost pressures they are facing from rising materials and transportation costs and supply chain disruptions.At the same time, the Fed is expected to defend its policy of letting inflation run hot, while assuring markets it sees the pick-up in prices as only temporary. The central bank meets on Tuesday and Wednesday.The central bank takes the main stage“I think the Fed would like not to be a feature next week, but the Fed will be forced from the background because of concerns about inflation,” said Diane Swonk, chief economist at Grant Thornton.The central bank is not expected to make any policy moves, but Fed Chairman Jerome Powell’s press briefing following the meeting Wednesday will be closely watched.So far, the barrage of earnings news has been positive, with 86% of companies reporting earnings beats. Corporate profits are expected to be up about 33.9% for the first quarter, based on estimates and actual reports, according to Refinitiv. Revenues are about 9.9% higher.There is important inflation data Friday when the Fed’s preferred inflation gauge is reported.The personal consumption expenditure report is expected to show a 1.8% rise in core inflation, still below the Fed’s target of 2%. Other data releases include the first-quarter gross domestic product on Thursday, which is expected to have grown by 6.5%, according to Dow Jones.“I think the Fed has no urgency to shift monetary policy at this point,” said Ian Lyngen, head of U.S. rates strategy at BMO. “The Fed needs to acknowledge that the data is improving. We had a strong first quarter.”“The Fed needs to acknowledge that but at the same time they’re keeping extremely accommodative policy in place, so they’ll have to make a note to the fact that the easy policy is warranted,” he said.Lyngen said the Fed will likely point to continued concerns about the pandemic globally as a potential risk to the economic recovery.Powell is also expected to once more explain that the Fed will let inflation rise above its 2% target for a period of time before it raises rates so that the economy can have more time to heal. “It’s going to be a challenge for the Fed,” said Swonk.The base effects for the next several months will make inflation appear to have jumped sharply because of the comparison to a weak period last year. The consumer price index for April could be above 3%, compared to 2.6% last month, Swonk added.“The Fed is trying to let a lot more people get out onto the dance floor before it calls ‘last call,’” she said. “Really what Powell has been saying since day one is if we take care of people on the margins and bring them back into the labor force, the rest will take care of itself.”Stocks were slightly lower in the past week, and Treasury yields held at lower levels. The 10-year yield,which moves opposite price, was at 1.55% Friday.The S&P 500was down 0.1%, ending the week at 4,180, while Nasdaq Composite was down nearly 0.3% at 14,016. The Dow was off just shy of 0.5% at 34,043.Tax hike prospectsStocks were hit hard on Thursday when after a news report said that Biden is expected to propose a capital gains tax rate of 39.6% for people earning more than $1 million a year.Combined with the 3.8% net investment income tax, the new levy would more than double the long term capital gains rate of 20% or the richest Americans.Strategists said Biden is expected to propose raising the income tax rate for those earning more than $400,000.“I think a lot of people are starting to price in the risk there going to be a significant increase in both corporate and capital gains taxes,” said Lyngen.So far, companies have not provided much in the way of commentary on the proposed hike in corporate taxes to 28% from 21% but they have been talking about other costs.David Bianco, chief investment strategist for the Americas at DWS, said he expects larger companies will do better dealing with supply chain constraints than smaller ones. Big Tech is also likely to fare better during the semiconductor shortage than auto makers, which have already announced production shutdowns, he said.“Next week is tech week. I think we’re going to get down on our knees and just be in awe of their business models and their ability to grow at a behemoth scale,” Bianco said.He said he’s not in favor of Wall Street’s popular trade into cyclicals and out of growth. He still favors growth.“We’re overweight equities really because we’re concerned about rising interest rates,” Bianco said. “I’m not bullish in that I expect the market to rise that much from here.”“We stuck with growth and dug deeper into bond substitutes, utilities, staples, real estate,” he said, adding he is underweight industrials, energy and materials. “Energy is doomed. It’s being nationalized via regulation. I do like industrials, they are well-run companies, but I do think infrastructure spending expectations for classic infrastructure are too high.”He also said industrials are good businesses, but the stocks have become overvalued.Bianco said he likes big box stores, but smaller retailers are facing big challenges that were already impacting them prior to Covid. He also finds small biotech firms attractive.“I like healthcare stocks. Those valuations are reasonable. People have been paranoid about politicians beating on them since 1992. They manage through it and lately they’ve been delivering,” he said.Week ahead calendarMondayEarnings:Tesla,Canadian National Railway, Canon,Check Point Software,Otis Worldwide, Vale,Ameriprise,NXP Semiconductor,Albertsons, Royal Phillips8:30 a.m. Durable goodsTuesdayFOMC begins two day meetingEarnings:Microsoft,Alphabet,Visa,Amgen,Advanced Micro Devices,3M,General Electric,Eli Lilly, Hasbro,United Parcel Service,BP,Novartis,JetBlue,Pultegroup,Archer Daniels Midland,Waste Management,Starbucks,Texas Instrument,Chubb,Mondelez,FireEye,Corning,Raytheon9:00 a.m. S&P/Case-Shiller9:00 a.m. FHFA home prices10:00 a.m. Consumer confidence10:00 a.m. Housing vacanciesWednesdayEarnings:Apple, Boeing,Facebook,Qualcomm,Ford,MGM Resorts,Humana,Norfolk Southern,General Dynamics,Boston Scientific, eBay, Samsung Electronics, GlaxoSmithKline,Yum Brands, SiriusXM, Aflac,Cheesecake Factory,Community Health System,CIT Group,Entergy,CME Group,Hess,Ryder System8:30 a.m. Advance economic indicators2:00 p.m. Fed statement2:30 p.m. Fed Chairman Jerome Powell briefingThursdayEarnings:Amazon,Caterpillar,McDonald’s,Twitter,Bristol-Myers Squibb,Comcast,Merck,Northrop Grumman, Airbus,Kraft Heinz,Intercontinental Exchange,Mastercard,Gilead Sciences,U.S. Steel, Cirrus Logic,Texas Roadhouse, Cabot Oil, PG&E,Royal Dutch Shell,Church & Dwight, Carlyle Group,Southern Co.8:30 a.m. Initial jobless claims8:30 a.m. Real GDP Q110:00 a.m. Pending home salesFridayEarnings:ExxonMobil,Chevron,Colgate-Palmolive,AstraZeneca,Clorox,Barclays, AbbVie, BNP Paribas,Weyerhaeuser,Illinois Tool Works, CBOE Global Markets, Lazard,Newell Brands,Aon,LyondellBasell,Pitney Bowes,Phillips 66,Charter Communications8:30 a.m. Personal income and spending8:30 a.m. Employment cost index Q19:45 a.m. Chicago PMI10:00 a.m. Consumer sentimentSaturdayEarnings:Berkshire Hathaway","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375909187,"gmtCreate":1619269479049,"gmtModify":1704721995448,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375909187","repostId":"1166519043","repostType":4,"repost":{"id":"1166519043","kind":"news","pubTimestamp":1619192700,"share":"https://ttm.financial/m/news/1166519043?lang=&edition=fundamental","pubTime":"2021-04-23 23:45","market":"us","language":"en","title":"Tesla Stock Split: Will It Happen Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166519043","media":"seekingalpha","summary":"Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.</li>\n <li>More traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.</li>\n <li>It's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.</li>\n <li>However, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.</li>\n <li>Tesla could consider another stock split to get&nbsp;\"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59edf6c2b70d6c984dc825b7567439bc\" tg-width=\"768\" tg-height=\"512\"><span>Photo by Spencer Platt/Getty Images News via Getty Images</span></p>\n<p><b>TSLA stock is poised to rise in line with its business growth</b></p>\n<p>In a recent article titled&nbsp;<i>Who Will Be The Biggest Competitors By 2025</i>, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.</p>\n<p>By 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.</p>\n<p>Even if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more&nbsp;geopolitical risks&nbsp;to the stock, as SA author John Engle argued.</p>\n<p>Then again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fac352f9c2ac9bac0412ed076c27c75a\" tg-width=\"640\" tg-height=\"368\"><span>Source: Seeking Alpha Premium</span></p>\n<p>If Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7650450aa6230d6585a502b571ee3652\" tg-width=\"640\" tg-height=\"278\"><span>Source: Seeking Alpha Premium</span></p>\n<p>With EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.</p>\n<p><img src=\"https://static.tigerbbs.com/0cd810d4171606b50d186b8d9bf10bf5\" tg-width=\"640\" tg-height=\"479\"></p>\n<p>Tesla stock split history: What was Tesla's stock price before the recent split?</p>\n<p>In other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.</p>\n<p>On August 11, 2020, Tesla&nbsp;announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/c1b22a860341fe3bf36996d737680ddb\" tg-width=\"640\" tg-height=\"485\"></p>\n<p><b>How did Tesla's most recent stock split affect share prices?</b></p>\n<p>Interestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.</p>\n<p>However, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise&nbsp;announced&nbsp;pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.</p>\n<p>TSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a&nbsp;mandatory reduction&nbsp;exercise once the Tesla position became outsized.</p>\n<p>To make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a&nbsp;powerful wave of EV hypeswept TSLA up again to new heights.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/085a34d7256fb764f0652d6223057202\" tg-width=\"640\" tg-height=\"267\"><span>Source: Yahoo Finance</span></p>\n<p><b>When will Tesla stock split again?</b></p>\n<p>Although Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.</p>\n<p>If the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.</p>\n<p>Nevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.</p>\n<p>The leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.</p>\n<p><img src=\"https://static.tigerbbs.com/46bd0bed00b03ba1d738fd84c9dfb0dc\" tg-width=\"640\" tg-height=\"483\"></p>\n<p>Considering that Apple&nbsp;announced&nbsp;a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.</p>\n<p>Jim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44957db620e86907bb72e9691bc726e6\" tg-width=\"640\" tg-height=\"250\"><span>Source: Yahoo Finance</span></p>\n<p><b>Should you buy Tesla now or wait for a split?</b></p>\n<p>Video-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cbb0c9bd178401bc6cc863a0934af2\" tg-width=\"640\" tg-height=\"271\"><span>Source: Yahoo Finance</span></p>\n<p>Although Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.</p>\n<p>Furthermore, there is&nbsp;existing literature&nbsp;that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.</p>\n<p>Of course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.</p>\n<p>However, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Split: Will It Happen Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Split: Will It Happen Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be ...</p>\n\n<a href=\"https://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again\">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://seekingalpha.com/article/4420899-tesla-stock-split-will-it-happen-again","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166519043","content_text":"Summary\n\nTesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple and Chinese smartphone makers Huawei and Xiaomi.\nMore traditional automakers will also be producing electric vehicles. Even if the demand side is plausible, it would mean Tesla needs to build many more factories.\nIt's a high chance that a great number of new plants would be in China which carries plenty of geopolitical risks. The headwinds from the uncertainties could suppress TSLA stock.\nHowever, if analysts are right that Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet, its share price has much room to head north based on the consensus projections.\nTesla could consider another stock split to get \"more people in the stock.\" Past experiences suggest the EV titan could do one before the share price hit quadruple-digit again.\n\nPhoto by Spencer Platt/Getty Images News via Getty Images\nTSLA stock is poised to rise in line with its business growth\nIn a recent article titled Who Will Be The Biggest Competitors By 2025, I questioned certain projections regarding Tesla's (TSLA) car sales. Some estimates implied that Tesla would take a lion's share of the EV market despite the rapid increase in the number of competitors.\nBy 2025, Tesla not only has to contend with pure-play EV-makers. It will also face new entrants such as Apple Inc. (AAPL) as well as Chinese smartphone giants Huawei and Xiaomi Corporation (OTC:XIACF)(OTCPK:XIACY). More traditional automakers will also be producing electric vehicles, even as they continue to churn out internal combustion engine-based cars.\nEven if the demand side is plausible, it would mean Tesla, Inc. needs to build many more factories. Given the effusive praise we have heard from Elon Musk regarding the speed of factory construction and on China in general, we could expect additional new plants to be cited in the populous country. That could add more geopolitical risks to the stock, as SA author John Engle argued.\nThen again, as many readers on Seeking Alpha, analysts, and Cathie Wood have postulated, Tesla's true potential lies in a future rollout of an autonomous ride-hailing fleet. Consequently, Tesla's revenue is projected to rise from $31.54 billion in 2020 to a whopping $388.52 billion on a consensus basis in 2030. That would bring the price-to-sales ratio to a mere 1.84 times on a forward basis.\nSource: Seeking Alpha Premium\nIf Tesla did not disappoint the most bullish of the optimists forecasting its revenue to hit $600.7 billion in 2030, its P/S ratio would drop even lower to 1.19 times! You might say, all that sales are wonderful but what does their profitability look like? Well, the analysts believe TSLA would make boatloads of money. The consensus EPS estimate for 2030 is $33.48, a massive jump from the $0.64 it achieved in 2020. If the 2030 EPS estimate is realized, those earnings at today's price would reflect a ratio of 22.2 times, which could be seen as incredibly low.\nSource: Seeking Alpha Premium\nWith EV sales projected by industry consultancy Canalys to remain below 50 percent of the total car sales by 2030, there remains significant growth potential for Tesla to increase its revenue. As such, assuming the analysts are correct, the share price of TSLA will not stay at the present level for the P/S ratio to be just 1.84 times and the P/E ratio at 22.2 times, the share price of TSLA would rise further than where it stands today.\n\nTesla stock split history: What was Tesla's stock price before the recent split?\nIn other words, Tesla's share price would continue to rise over the next five to ten years. With that in mind, the question is, will TSLA split again? Before discussing that, let's review Tesla's previous split.\nOn August 11, 2020, Tesla announced, after the market closed, that its board approved a five-for-one split of shares to \"make stock ownership more accessible to employees and investors.\" This marked Tesla's first-ever split announcement. The stock jumped from a pre-split price of $1374.4 to as high as $1585 the next day before closing at $1554.75. TSLA went on to clock further gains the rest of the month, appreciating over 80 percent by the end of August 2020.\n\nHow did Tesla's most recent stock split affect share prices?\nInterestingly, after the split was affected, Tesla stock lost much of the August gains in just a few trading sessions in early September. The share price decline was speculated by some to be due to shareholders paring their holdings since the split had resulted in them holding more TSLA shares. This seems logical as the purpose of the split was to accord shareholders with greater \"liquidity\" over their TSLA holding.\nHowever, the weakness in Tesla's share price was more likely attributable to a capital-raising exercise announced pre-market on September 1, 2020. Although only up to $5 billion worth of shares representing just over 1 percent of Tesla's market cap were to be sold, investors were probably looking for a trigger to take profit considering that TSLA was running in overbought territory for more than two weeks, according to the relative strength index [RSI] momentum indicator at that time.\nTSLA's strong run upwards had also led to the stock becoming \"overweight\" on many shareholders' portfolios. Ironically, that meant investors, whether individuals or fund managers had to reduce their Tesla holdings to avoid concentration risk. For funds with concentration guidelines or rules, it's not even a choice but a mandatory reduction exercise once the Tesla position became outsized.\nTo make matters worse, Tesla stock was subsequently dragged down further into correction territory amid a sell-off by investors of tech favorites and \"all things frothy.\" The share price recovered some grounds quickly but the stock stagnated for a few months thereafter before a powerful wave of EV hypeswept TSLA up again to new heights.\nSource: Yahoo Finance\nWhen will Tesla stock split again?\nAlthough Tesla's share price has pulled back from the peak earlier in the year, it remains much higher than the post-split level last year. At $744.12 at the time of writing, TSLA is 49 percent higher than the $498.32 close on August 31, 2020, the day of the stock split.\nIf the past is any reference, Tesla executives did the stock split when the share price was in quadruple-digit. TSLA will need to rise more than 34 percent for that to happen again. As I opined earlier, Tesla stock appears to be poised for further upside. I believe it's more of a question of when, not if, will TSLA hit above $1,000 per share.\nNevertheless, even in the current investing environment where there are platforms allowing the trading of fractional shares, there are still benefits for stocks with smaller prices. One obvious advantage is the impact on psychology, as the mind interprets low prices as \"cheaply valued\" and having room to head north.\nThe leadership at Apple must be thinking the same as the folks at Tesla when the company executed its stock split around the same time as the EV giant last August. The share price appreciation from pre-announcement to post-stock split date was less spectacular compared to Tesla but still a hefty 41 percent.\n\nConsidering that Apple announced a stock split when the share price was much lower at $384.76, it goes to show there's value in considering a split in the stock even without the share price hitting quadruple-digit. Furthermore, AAPL has done this four times before - in 1987, 2000, 2005, and 2014 - when the share prices were all below $1,000. In 1987 and 2005, the stock was even trading at the sub-$100 level when the company did the split.\nJim Cramer was quoted as saying during an interview last year that Tim Cook explained the 2020 stock split to him, telling him that he wanted \"more people in the stock.\" I suppose that's what Bill Gates and his team thought when the software giant performed eight stock splits from the listing of Microsoft (MSFT) until 1999 as MSFT climbed exponentially during the period. Elon Musk and Tim Cook are the odd couple but I believe the former would agree on having \"more people\" in TSLA stock.\nSource: Yahoo Finance\nShould you buy Tesla now or wait for a split?\nVideo-streaming leader Netflix (NFLX) announced a seven-for-one stock split in 2015 when its share was around $700 pre-split. NFLX went on to do very well though it's very much due to its business success than a simple cosmetic stock split exercise. The point of bringing this up is that Tesla's share price is around where Netflix's share price was when the split was completed.\nSource: Yahoo Finance\nAlthough Amazon.com, Inc. (AMZN) and Alphabet Inc. (GOOGL)(GOOG) are the odd tech companies trading at quadruple-digit levels, most others are trading in the triple-digit or smaller. With the favorable experience from the previous stock split, Tesla might not want to wait for the share price to hit quadruple-digit again before contemplating another split.\nFurthermore, there is existing literature that reveals a strong correlation between stock splits and \"outstanding stock price performance\", giving Tesla the impetus to do so. Another potential trigger point for Elon Musk to announce a stock split could be when TSLA hit $840 per share. He would be able to claim that the company would do a two-for-one split so that the share price becomes $420 post-split.\nOf course, the share price wouldn't stay flat from the announcement date until the effective date. Nonetheless, the media would have gone into overdrive covering the announcement and speculating about the number's link to weed as well as Elon's past brush with the securities law on his previous take-Tesla-private-at-$420 claim. This would generate plenty of free publicity for the company.\nHowever, investors should not hang around for a stock split if they are intending to own shares in Tesla. It may not happen and the share price could still zoom upwards on speculations, improving sentiment, or due to business fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373748449,"gmtCreate":1618886905981,"gmtModify":1704716377196,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373748449","repostId":"2128689062","repostType":4,"repost":{"id":"2128689062","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1618862511,"share":"https://ttm.financial/m/news/2128689062?lang=&edition=fundamental","pubTime":"2021-04-20 04:01","market":"us","language":"en","title":"Wall Street slips off record highs, Tesla drops after fatal crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2128689062","media":"Reuters","summary":"Tesla falls after fatal crash, bitcoin slumpsGameStop shares jump as CEO exitsCoca-Cola rises as revenue beats estimates. NEW YORK, April 19  - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Satu","content":"<ul><li>Tesla falls after fatal crash, bitcoin slumps</li><li>GameStop shares jump as CEO exits</li><li>Coca-Cola rises as revenue beats estimates</li></ul><p>NEW YORK, April 19 (Reuters) - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.</p><p>The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Saturday north of Houston, killing two occupants.</p><p>The stock was the biggest drag on the S&amp;P 500    and Nasdaq Composite Index   . An 8.4% drop over the weekend in bitcoin   , in which Tesla has an investment, also weighed on its share price.</p><p>The S&amp;P 500 was mostly lower, with Microsoft Corp   , Amazon.com Inc    and Nvidia Corp    also weighing on the benchmark index as analysts await results this week and next that form the bulk of earnings season.</p><p>Corporate outlooks should indicate to what degree the rally from last year's lows can continue. Analysts expect first-quarter earnings to have grown 30.9% from a year ago, according to Refinitiv IBES data.</p><p>The U.S. economy is poised to boom as consumers hold $2 trillion in savings in excess of what they held before the pandemic, said Doug Peta, chief U.S. investment strategist at BCA Research, adding markets are in pause mode.</p><p>\"If indeed we do keep grinding higher that would be healthy, that would suggest that the grinding higher is sustainable,\" Peta said. \"The pullbacks along the way are healthy.\"</p><p>Nvidia fell after the UK government said it would look into the national security implications of Nvidia's purchase of British chip designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>, raising a question mark over the $40 billion deal.</p><p>Coca-Cola Co rose after the beverage maker trounced estimates for quarterly profit and revenue, benefiting from the easing of pandemic curbs and wide vaccine rollouts.</p><p>International Business Machines Corp   , another blue-chip company, slipped ahead of its results due after the market close.</p><p>\"The market has had a huge jump to the upside so it needs to take a little bit of rest,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>\"For now it's just a little bit of profit taking as traders await results from big tech names on Wall Street.\"</p><p>Unofficially, the Dow Jones Industrial Average    fell 0.35% to end at 34,082.44 points, while the S&amp;P 500    lost 0.52% to 4,163.64.</p><p>The Nasdaq Composite dropped 0.98% to 13,914.77.</p><p>A recent retreat in benchmark 10-year Treasury yields&nbsp;from 14-month highs has helped high-flying technology stocks to rebound, while strong economic data has lifted the S&amp;P 500 and the Dow to record levels.</p><p>The S&amp;P 500 has gained the past four weeks, its longest winning streak since August 2020.</p><p>GameStop Corp    jumped on the announcement of its chief executive's resignation.</p><p>Crypto stocks including miners Riot Blockchain    and Marathon Digital    each slumped as bitcoin took a hammering.</p><p>Harley-Davidson Inc    jumped after the motorcycle maker raised it full-year forecast for sales growth.</p><p>(Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Shounak Dasgupta, Bernard Orr and Richard Chang)</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>Wall Street slips off record highs, Tesla drops after fatal crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street slips off record highs, Tesla drops after fatal crash\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\">2021-04-20 04:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul><li>Tesla falls after fatal crash, bitcoin slumps</li><li>GameStop shares jump as CEO exits</li><li>Coca-Cola rises as revenue beats estimates</li></ul><p>NEW YORK, April 19 (Reuters) - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.</p><p>The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Saturday north of Houston, killing two occupants.</p><p>The stock was the biggest drag on the S&amp;P 500    and Nasdaq Composite Index   . An 8.4% drop over the weekend in bitcoin   , in which Tesla has an investment, also weighed on its share price.</p><p>The S&amp;P 500 was mostly lower, with Microsoft Corp   , Amazon.com Inc    and Nvidia Corp    also weighing on the benchmark index as analysts await results this week and next that form the bulk of earnings season.</p><p>Corporate outlooks should indicate to what degree the rally from last year's lows can continue. Analysts expect first-quarter earnings to have grown 30.9% from a year ago, according to Refinitiv IBES data.</p><p>The U.S. economy is poised to boom as consumers hold $2 trillion in savings in excess of what they held before the pandemic, said Doug Peta, chief U.S. investment strategist at BCA Research, adding markets are in pause mode.</p><p>\"If indeed we do keep grinding higher that would be healthy, that would suggest that the grinding higher is sustainable,\" Peta said. \"The pullbacks along the way are healthy.\"</p><p>Nvidia fell after the UK government said it would look into the national security implications of Nvidia's purchase of British chip designer <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a>, raising a question mark over the $40 billion deal.</p><p>Coca-Cola Co rose after the beverage maker trounced estimates for quarterly profit and revenue, benefiting from the easing of pandemic curbs and wide vaccine rollouts.</p><p>International Business Machines Corp   , another blue-chip company, slipped ahead of its results due after the market close.</p><p>\"The market has had a huge jump to the upside so it needs to take a little bit of rest,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>\"For now it's just a little bit of profit taking as traders await results from big tech names on Wall Street.\"</p><p>Unofficially, the Dow Jones Industrial Average    fell 0.35% to end at 34,082.44 points, while the S&amp;P 500    lost 0.52% to 4,163.64.</p><p>The Nasdaq Composite dropped 0.98% to 13,914.77.</p><p>A recent retreat in benchmark 10-year Treasury yields&nbsp;from 14-month highs has helped high-flying technology stocks to rebound, while strong economic data has lifted the S&amp;P 500 and the Dow to record levels.</p><p>The S&amp;P 500 has gained the past four weeks, its longest winning streak since August 2020.</p><p>GameStop Corp    jumped on the announcement of its chief executive's resignation.</p><p>Crypto stocks including miners Riot Blockchain    and Marathon Digital    each slumped as bitcoin took a hammering.</p><p>Harley-Davidson Inc    jumped after the motorcycle maker raised it full-year forecast for sales growth.</p><p>(Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Shounak Dasgupta, Bernard Orr and Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","HOG":"哈雷戴维森","TSLA":"特斯拉","KO":"可口可乐","NVDA":"英伟达","RIOT":"Riot Platforms",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","JNJ":"强生","HON":"霍尼韦尔","MARA":"MARA Holdings","IBM":"IBM","INTC":"英特尔","SLB":"斯伦贝谢","MSFT":"微软","AMZN":"亚马逊","GME":"游戏驿站",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128689062","content_text":"Tesla falls after fatal crash, bitcoin slumpsGameStop shares jump as CEO exitsCoca-Cola rises as revenue beats estimatesNEW YORK, April 19 (Reuters) - U.S. stocks closed lower on Monday, slipping from last week's record levels, as investors awaited guidance from first-quarter earnings to justify high valuations, while Tesla Inc    shares fell after a fatal car crash.The electric-car maker fell after a Tesla vehicle believed to be operating without anyone in the driver's seat crashed into a tree on Saturday north of Houston, killing two occupants.The stock was the biggest drag on the S&P 500    and Nasdaq Composite Index   . An 8.4% drop over the weekend in bitcoin   , in which Tesla has an investment, also weighed on its share price.The S&P 500 was mostly lower, with Microsoft Corp   , Amazon.com Inc    and Nvidia Corp    also weighing on the benchmark index as analysts await results this week and next that form the bulk of earnings season.Corporate outlooks should indicate to what degree the rally from last year's lows can continue. Analysts expect first-quarter earnings to have grown 30.9% from a year ago, according to Refinitiv IBES data.The U.S. economy is poised to boom as consumers hold $2 trillion in savings in excess of what they held before the pandemic, said Doug Peta, chief U.S. investment strategist at BCA Research, adding markets are in pause mode.\"If indeed we do keep grinding higher that would be healthy, that would suggest that the grinding higher is sustainable,\" Peta said. \"The pullbacks along the way are healthy.\"Nvidia fell after the UK government said it would look into the national security implications of Nvidia's purchase of British chip designer ARM Holdings, raising a question mark over the $40 billion deal.Coca-Cola Co rose after the beverage maker trounced estimates for quarterly profit and revenue, benefiting from the easing of pandemic curbs and wide vaccine rollouts.International Business Machines Corp   , another blue-chip company, slipped ahead of its results due after the market close.\"The market has had a huge jump to the upside so it needs to take a little bit of rest,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.\"For now it's just a little bit of profit taking as traders await results from big tech names on Wall Street.\"Unofficially, the Dow Jones Industrial Average    fell 0.35% to end at 34,082.44 points, while the S&P 500    lost 0.52% to 4,163.64.The Nasdaq Composite dropped 0.98% to 13,914.77.A recent retreat in benchmark 10-year Treasury yields from 14-month highs has helped high-flying technology stocks to rebound, while strong economic data has lifted the S&P 500 and the Dow to record levels.The S&P 500 has gained the past four weeks, its longest winning streak since August 2020.GameStop Corp    jumped on the announcement of its chief executive's resignation.Crypto stocks including miners Riot Blockchain    and Marathon Digital    each slumped as bitcoin took a hammering.Harley-Davidson Inc    jumped after the motorcycle maker raised it full-year forecast for sales growth.(Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Shounak Dasgupta, Bernard Orr and Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368657063,"gmtCreate":1614321723752,"gmtModify":1704770637601,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"What's next?","listText":"What's next?","text":"What's next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/368657063","repostId":"1145712275","repostType":4,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387006190,"gmtCreate":1613696355110,"gmtModify":1704883748015,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"China","listText":"China","text":"China","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387006190","repostId":"1159489688","repostType":4,"repost":{"id":"1159489688","kind":"news","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":1613635299,"share":"https://ttm.financial/m/news/1159489688?lang=&edition=fundamental","pubTime":"2021-02-18 16:01","market":"sh","language":"en","title":"China's blue-chip index retreats from record high on policy tightening worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1159489688","media":"Reuters","summary":"SHANGHAI, Feb 18 (Reuters) - China’s blue-chip index ended lower after scaling an all-time high on T","content":"<p>SHANGHAI, Feb 18 (Reuters) - China’s blue-chip index ended lower after scaling an all-time high on Thursday, the first trading session after a week-long Lunar New Year holiday, on worries over policy tightening and lofty valuations.</p><p>The blue-chip CSI300 index climbed as much as 2.1% to an all-time high of 5,930.9, before closing down 0.7% at 5,768.38, while the Shanghai Composite Index rose 0.6% to 3,675.36.</p><p>The tech-heavy start-up board ChiNext fell 2.7%, while Shanghai’s STAR50 index shed 0.5%.</p><p>Among sectors, the CSI300 consumer staples index and the CSI300 healthcare index fell the most, dropping 3.8% and 4.3%, respectively.</p><p>Analysts and traders said the market’s focus is now on liquidity conditions, which could impact risk appetite.</p><p>The People’s Bank of China injected another 20 billion yuan on Thursday via reverse repos, while 280 billion yuan worth of a similar liquidity tool was set to expire on the same day.</p><p>“We believe that several recent developments during the Chinese New Year have made monetary policy tightening more likely in the coming months,” Zhiwei Zhang, chief economist at Pinpoint Asset Management, noted in a report.</p><p>Zhang said the developments included a potential larger-than-expected U.S. fiscal stimulus, the success in the fight against the pandemic, and positive high-frequency data on economic activities during the holiday.</p><p>Worries over valuations also contributed to the fall in high-flying sectors, including consumer, healthcare and new energy firms.</p><p>“Institutional investors had already began to cut exposure, after stellar gains that had pushed valuations of some sectors to lofty levels,” said Hu Yunlong, chief investment officer at Beijing Kaixing Asset Management Company.</p><p>“For now, investors tend to rebalance their allocations and shift towards sectors with low valuations, like banking and securities firms.”</p><p>Bucking the broad weakness, the CSI300 financials index gained 2%, while the CSI300 energy index jumped 5.8% on oil price gains. (Reporting by Luoyan Liu and Brenda Goh; Editing by Subhranshu Sahu)</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's blue-chip index retreats from record high on policy tightening 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's blue-chip index retreats from record high on policy tightening 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\">2021-02-18 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, Feb 18 (Reuters) - China’s blue-chip index ended lower after scaling an all-time high on Thursday, the first trading session after a week-long Lunar New Year holiday, on worries over policy tightening and lofty valuations.</p><p>The blue-chip CSI300 index climbed as much as 2.1% to an all-time high of 5,930.9, before closing down 0.7% at 5,768.38, while the Shanghai Composite Index rose 0.6% to 3,675.36.</p><p>The tech-heavy start-up board ChiNext fell 2.7%, while Shanghai’s STAR50 index shed 0.5%.</p><p>Among sectors, the CSI300 consumer staples index and the CSI300 healthcare index fell the most, dropping 3.8% and 4.3%, respectively.</p><p>Analysts and traders said the market’s focus is now on liquidity conditions, which could impact risk appetite.</p><p>The People’s Bank of China injected another 20 billion yuan on Thursday via reverse repos, while 280 billion yuan worth of a similar liquidity tool was set to expire on the same day.</p><p>“We believe that several recent developments during the Chinese New Year have made monetary policy tightening more likely in the coming months,” Zhiwei Zhang, chief economist at Pinpoint Asset Management, noted in a report.</p><p>Zhang said the developments included a potential larger-than-expected U.S. fiscal stimulus, the success in the fight against the pandemic, and positive high-frequency data on economic activities during the holiday.</p><p>Worries over valuations also contributed to the fall in high-flying sectors, including consumer, healthcare and new energy firms.</p><p>“Institutional investors had already began to cut exposure, after stellar gains that had pushed valuations of some sectors to lofty levels,” said Hu Yunlong, chief investment officer at Beijing Kaixing Asset Management Company.</p><p>“For now, investors tend to rebalance their allocations and shift towards sectors with low valuations, like banking and securities firms.”</p><p>Bucking the broad weakness, the CSI300 financials index gained 2%, while the CSI300 energy index jumped 5.8% on oil price gains. (Reporting by Luoyan Liu and Brenda Goh; Editing by Subhranshu Sahu)</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":"1159489688","content_text":"SHANGHAI, Feb 18 (Reuters) - China’s blue-chip index ended lower after scaling an all-time high on Thursday, the first trading session after a week-long Lunar New Year holiday, on worries over policy tightening and lofty valuations.The blue-chip CSI300 index climbed as much as 2.1% to an all-time high of 5,930.9, before closing down 0.7% at 5,768.38, while the Shanghai Composite Index rose 0.6% to 3,675.36.The tech-heavy start-up board ChiNext fell 2.7%, while Shanghai’s STAR50 index shed 0.5%.Among sectors, the CSI300 consumer staples index and the CSI300 healthcare index fell the most, dropping 3.8% and 4.3%, respectively.Analysts and traders said the market’s focus is now on liquidity conditions, which could impact risk appetite.The People’s Bank of China injected another 20 billion yuan on Thursday via reverse repos, while 280 billion yuan worth of a similar liquidity tool was set to expire on the same day.“We believe that several recent developments during the Chinese New Year have made monetary policy tightening more likely in the coming months,” Zhiwei Zhang, chief economist at Pinpoint Asset Management, noted in a report.Zhang said the developments included a potential larger-than-expected U.S. fiscal stimulus, the success in the fight against the pandemic, and positive high-frequency data on economic activities during the holiday.Worries over valuations also contributed to the fall in high-flying sectors, including consumer, healthcare and new energy firms.“Institutional investors had already began to cut exposure, after stellar gains that had pushed valuations of some sectors to lofty levels,” said Hu Yunlong, chief investment officer at Beijing Kaixing Asset Management Company.“For now, investors tend to rebalance their allocations and shift towards sectors with low valuations, like banking and securities firms.”Bucking the broad weakness, the CSI300 financials index gained 2%, while the CSI300 energy index jumped 5.8% on oil price gains. (Reporting by Luoyan Liu and Brenda Goh; Editing by Subhranshu Sahu)","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315013379,"gmtCreate":1612189853291,"gmtModify":1704867984393,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>go go go","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>go go go","text":"$AMC Entertainment(AMC)$go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315013379","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344026512,"gmtCreate":1618361669436,"gmtModify":1704709628718,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Coinbase","listText":"Coinbase","text":"Coinbase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344026512","repostId":"2127045633","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343336309,"gmtCreate":1617675351001,"gmtModify":1704701657635,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Bond","listText":"Bond","text":"Bond","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343336309","repostId":"1172023342","repostType":4,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358033636,"gmtCreate":1616638777925,"gmtModify":1704796760858,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Is it safe?","listText":"Is it safe?","text":"Is it safe?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/358033636","repostId":"1132104091","repostType":4,"repost":{"id":"1132104091","kind":"news","pubTimestamp":1616635297,"share":"https://ttm.financial/m/news/1132104091?lang=&edition=fundamental","pubTime":"2021-03-25 09:21","market":"us","language":"en","title":"AstraZeneca issues updated Phase 3 trial data for its Covid vaccine after facing criticism","url":"https://stock-news.laohu8.com/highlight/detail?id=1132104091","media":"cnbc","summary":"AstraZenecaissued updated Phase 3 trial data for its Covid-19 vaccine on Wednesday after facing crit","content":"<div>\n<p>AstraZenecaissued updated Phase 3 trial data for its Covid-19 vaccine on Wednesday after facing criticism earlier this week over a preliminary report.\nThe companynow says its vaccine is 76% ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/24/covid-vaccine-astrazeneca-issues-updated-phase-3-trial-data.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AstraZeneca issues updated Phase 3 trial data for its Covid vaccine after facing criticism</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\">\nAstraZeneca issues updated Phase 3 trial data for its Covid vaccine after facing criticism\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/24/covid-vaccine-astrazeneca-issues-updated-phase-3-trial-data.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AstraZenecaissued updated Phase 3 trial data for its Covid-19 vaccine on Wednesday after facing criticism earlier this week over a preliminary report.\nThe companynow says its vaccine is 76% ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/24/covid-vaccine-astrazeneca-issues-updated-phase-3-trial-data.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"AZN":"阿斯利康"},"source_url":"https://www.cnbc.com/2021/03/24/covid-vaccine-astrazeneca-issues-updated-phase-3-trial-data.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1132104091","content_text":"AstraZenecaissued updated Phase 3 trial data for its Covid-19 vaccine on Wednesday after facing criticism earlier this week over a preliminary report.\nThe companynow says its vaccine is 76% effectivein protecting against symptomatic cases of virus. A release issued on Monday reported a symptomatic efficacy rate of 79%. The updated report maintains that the vaccine is 100% effective against severe disease and hospitalization.\nA slate of U.S. health officials criticized the company in recent days for what some saw as data “cherry-picking.”\nThe updated results include data collected from 190 symptomatic cases, an increase of roughly 50 cases studied compared with thedata set released on Monday.\nThe findings suggest the vaccine is more effective in patients aged 65 and older than previously understood, with a newly reported efficacy rate of 85% for that population, up from a previously stated 80%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327187610,"gmtCreate":1616070533830,"gmtModify":1704790492815,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327187610","repostId":"1134881378","repostType":2,"repost":{"id":"1134881378","kind":"news","pubTimestamp":1616070117,"share":"https://ttm.financial/m/news/1134881378?lang=&edition=fundamental","pubTime":"2021-03-18 20:21","market":"us","language":"en","title":"Here's Why Apple Is a Good Stock to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1134881378","media":"Motley Fool","summary":"Down 15% from its all-time high, the tech-giant's shares look like a good long-term bet.Following big gains for many tech stocks in 2020, lots of these equities have fallen sharply from highs earlier this year. This retracing, of course, may make sense for some tech stocks, as some companies' valuations were likely getting ahead of themselves. But some of them -- particularly shares of the high-qualitytech stockswith strong competitive advantages -- may be oversold.One example of a stock that lo","content":"<blockquote>\n <b>Down 15% from its all-time high, the tech-giant's shares look like a good long-term bet.</b>\n</blockquote>\n<p>Following big gains for many tech stocks in 2020, lots of these equities have fallen sharply from highs earlier this year. This retracing, of course, may make sense for some tech stocks, as some companies' valuations were likely getting ahead of themselves. But some of them -- particularly shares of the high-qualitytech stockswith strong competitive advantages -- may be oversold.</p>\n<p>One example of a stock that looks like a good buy after its sell-off is<b>Apple</b>(NASDAQ:AAPL). Don't be fooled by its gargantuan $2.1 trillion market capitalization. This dominant tech company's stock still has room to run.</p>\n<p><b>Impressive growth</b></p>\n<p>Apple's most recent quarterly results highlight the company's broad-based strength -- and whyinvestorsshould have the tech stock on their radar. In fiscal Q1 (the three-month period ending Dec. 26, 2020), Apple saw double-digit year-over-year growth rates in every product category. In addition, Apple achieved record revenue in every one of its geographic segments.</p>\n<p>In total, revenue for the period was $111.4 billion, up 21% year over year. Earnings per share jumped 35% year over year to $1.68.</p>\n<p>Meanwhile, the company has garnered a massive base of active users across its devices. In the company's fiscal first-quarter earnings call, management said it now boasts over 1.65 billion active devices. \"We hit a new high watermark for our installed base of active devices, with growth accelerating,\" management said.</p>\n<p>Monetization of this lucrative user base can be seen in Apple's services segment, which generated $53.8 billion in revenue in fiscal 2020 -- up 16% year over year. This segment importantly garners an impressive gross profit margin of 68%.</p>\n<p><b>Apple stock is worth its premium valuation</b></p>\n<p>Of course, with many tech stocks coming down in recent weeks compared to levels seen earlier this year, some investors may be nervous about taking a stake in Apple. They may be wondering if this is just another overvalued tech stock. After all, the company's price-to-earnings ratio of 34 doesn't exactly sound like a bargain.</p>\n<p>However, Apple has strong competitive advantages, putting it in a position to continue growing its active installed base in the coming years. After years of delivering quality hardware, software, and services to its customers, the company has earned strong brand power and customer loyalty. This, in turn, has led to impressive pricing power. The company's iPhone, iPad, Macs, and AirPods, for instance, all sell for prices much higher than the average prices of smartphones, tablets, computers, and headphones from many of its competitors.</p>\n<p>Further, Apple has shown no signs of losing its pricing power. Indeed, the prices of its most expensive iPhones have steadily risen in recent years. For instance, the company recently released a pair of $549 headphones -- and demand has exceeded supply.</p>\n<p>With shares down 15% from an all-time high earlier this year, now's a good time for investors to consider taking a stake in this top-notch tech stock. While volatility should be expected, Apple's strong recent business performance and unmistakable pricing power suggest there's more robust business performance in store for the tech giant and its shareholders over the next 10 years.</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>Here's Why Apple Is a Good Stock to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Apple Is a Good Stock to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 20:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/18/heres-why-apple-is-a-good-stock-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down 15% from its all-time high, the tech-giant's shares look like a good long-term bet.\n\nFollowing big gains for many tech stocks in 2020, lots of these equities have fallen sharply from highs ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/18/heres-why-apple-is-a-good-stock-to-buy-now/\">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.fool.com/investing/2021/03/18/heres-why-apple-is-a-good-stock-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134881378","content_text":"Down 15% from its all-time high, the tech-giant's shares look like a good long-term bet.\n\nFollowing big gains for many tech stocks in 2020, lots of these equities have fallen sharply from highs earlier this year. This retracing, of course, may make sense for some tech stocks, as some companies' valuations were likely getting ahead of themselves. But some of them -- particularly shares of the high-qualitytech stockswith strong competitive advantages -- may be oversold.\nOne example of a stock that looks like a good buy after its sell-off isApple(NASDAQ:AAPL). Don't be fooled by its gargantuan $2.1 trillion market capitalization. This dominant tech company's stock still has room to run.\nImpressive growth\nApple's most recent quarterly results highlight the company's broad-based strength -- and whyinvestorsshould have the tech stock on their radar. In fiscal Q1 (the three-month period ending Dec. 26, 2020), Apple saw double-digit year-over-year growth rates in every product category. In addition, Apple achieved record revenue in every one of its geographic segments.\nIn total, revenue for the period was $111.4 billion, up 21% year over year. Earnings per share jumped 35% year over year to $1.68.\nMeanwhile, the company has garnered a massive base of active users across its devices. In the company's fiscal first-quarter earnings call, management said it now boasts over 1.65 billion active devices. \"We hit a new high watermark for our installed base of active devices, with growth accelerating,\" management said.\nMonetization of this lucrative user base can be seen in Apple's services segment, which generated $53.8 billion in revenue in fiscal 2020 -- up 16% year over year. This segment importantly garners an impressive gross profit margin of 68%.\nApple stock is worth its premium valuation\nOf course, with many tech stocks coming down in recent weeks compared to levels seen earlier this year, some investors may be nervous about taking a stake in Apple. They may be wondering if this is just another overvalued tech stock. After all, the company's price-to-earnings ratio of 34 doesn't exactly sound like a bargain.\nHowever, Apple has strong competitive advantages, putting it in a position to continue growing its active installed base in the coming years. After years of delivering quality hardware, software, and services to its customers, the company has earned strong brand power and customer loyalty. This, in turn, has led to impressive pricing power. The company's iPhone, iPad, Macs, and AirPods, for instance, all sell for prices much higher than the average prices of smartphones, tablets, computers, and headphones from many of its competitors.\nFurther, Apple has shown no signs of losing its pricing power. Indeed, the prices of its most expensive iPhones have steadily risen in recent years. For instance, the company recently released a pair of $549 headphones -- and demand has exceeded supply.\nWith shares down 15% from an all-time high earlier this year, now's a good time for investors to consider taking a stake in this top-notch tech stock. While volatility should be expected, Apple's strong recent business performance and unmistakable pricing power suggest there's more robust business performance in store for the tech giant and its shareholders over the next 10 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199783663,"gmtCreate":1620734232652,"gmtModify":1704347522931,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/199783663","repostId":"1174772750","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103398773,"gmtCreate":1619746441492,"gmtModify":1704271753500,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/103398773","repostId":"1169468350","repostType":2,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378403387,"gmtCreate":1619053462549,"gmtModify":1704718855901,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Apple","listText":"Apple","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378403387","repostId":"1177314085","repostType":4,"repost":{"id":"1177314085","kind":"news","pubTimestamp":1619047873,"share":"https://ttm.financial/m/news/1177314085?lang=&edition=fundamental","pubTime":"2021-04-22 07:31","market":"us","language":"en","title":"Apple’s AirTag relies on a feature no competitor can match: One billion iPhones","url":"https://stock-news.laohu8.com/highlight/detail?id=1177314085","media":"cnbc","summary":"Users can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.AirTag’s most important differentiating feature isn’t the technology inside the $29 coin-sized stainless steel gadget. It’s other people’s iPhones.The product represents a new frontier for Apple: using its install base of over 1 billion iPhones as infrastructure to build services that its competitors can’t.On Tuesday,Ap","content":"<div>\n<p>KEY POINTS\n\nUsers can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.\nAirTag’s...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s AirTag relies on a feature no competitor can match: One billion iPhones</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s AirTag relies on a feature no competitor can match: One billion iPhones\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nUsers can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.\nAirTag’s...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html\">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.cnbc.com/2021/04/21/apple-airtag-relies-on-massive-iphone-installed-base.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1177314085","content_text":"KEY POINTS\n\nUsers can attach Apple’s newest gadget, AirTag, to valuables like keys or a backpack, and locate where it is on a live map inside Apple’s built-in Find My software when it’s lost.\nAirTag’s most important differentiating feature isn’t the technology inside the $29 coin-sized stainless steel gadget. It’s other people’s iPhones.\nThe product represents a new frontier for Apple: using its install base of over 1 billion iPhones as infrastructure to build services that its competitors can’t.\n\nOn Tuesday,Appleannounceda long-awaited gadget called AirTag. Users can attach the $29 coin-sized device to valuables like keys or a backpack, then locate it on a live map inside Apple’s built-in Find My software.\nAirTag competes with a number of other products on the market, including from Tile, whose general counsel complained before Congress on Wednesday about Apple’s overall dominance.\nBut AirTag’s most important differentiating feature isn’t the technology inside the $29 coin-sized stainless steel gadget. It’s other people’s iPhones.\nAirTag doesn’t have a GPS signal, which would rapidly drain its battery and raise privacy questions. Instead, when it’s attached to a lost object, it sends out scrambled Bluetooth signals. For those signals to reach the reach the internet and inform the person who’s looking for their lost device, they’ll need to find an iPhone that’s listening for them.\n″Using Bluetooth and the hundreds of millions of iOS, iPadOS, and macOS devices in active use around the world, the user can locate a missing device even if it can’t connect to a Wi-Fi or cellular network,” Apple explained ina security disclosure about the Find My service. “Any iOS, iPadOS, or macOS device with ‘offline finding’ enabled in Find My settings can act as a ’finder device.”\nThe product represents a new frontier for Apple: Using its install base ofover 1 billion iPhonesas infrastructure to build services that its competitors can’t. Now iPhones are part of a physical network out in the world that’s looking out for stolen goods — even if their users have never purchased an AirTag.\n“The bottom line is AirTag is an example of Apple leveraging its ecosystem to create a more compelling product than what is currently in the market,” Loup Ventures founder Gene Munster wrote in a newsletter on Tuesday. “Specifically, AirTag will have better navigation and discovery features, along with a billion-plus device network that can be utilized to help locate lost items.”\nEnrolling in the Find My network does have benefits to iPhone users who don’t buy AirTags. Many users sign up because the same app can be used to find lost Apple products, and it’s easy to do when signing into an iCloud account on an iPhone.\nThe Find My network can be used to find an iPhone after it’s been shut off, as thieves often do after stealing a phone. (If the device is on, it can be contacted through Find My iPhone, a similar service that uses the device’s internet connection and predates the Find My network.)\nUsers can also opt out of the Find My network in Apple’s settings, although that means they don’t get the benefits of the network, like finding devices that have been turned off or aren’t connected to cellular or Bluetooth. (To do so, go to Settings > Your Name > Find My > Find My iPhone > and then toggle “Find My network” on or off.)\nA vast, global network\nThe number of devices participating in the network is crucial for a product like AirTag.\nApple describes its Find My service as a “vast, global network” and allows third-party accessory makers to release products that use it, too.\nIf an AirTag is lost in the middle of a desert with no Apple devices in Bluetooth range, it can’t connect to the internet to send signals or update the user’s map. But in the middle of an American city, where anestimated42% of people have iPhones — more in some areas — you’re much more likely to find a device that’s looking for your lost AirTag.\nApple CEO Tim Cook has previously described Apple’s product strategy as “only Apple,” suggesting that because the company builds hardware, develops software, and runs its own online services, it can introduce features that rivals likeMicrosoft,Google, or Samsung can’t.\nWhile Samsung or other major smartphone vendors have similar numbers of phones in people’s hands, they don’t control the underlying operating system, making features like Find My much more difficult to implement widely at once.\nFor Apple, AirTag is probably an effort to add distinguishing features to its iPhone to discourage current users from switching to an Android device. It’s not likely to be a major revenue driver.\n“While the Airtags are incremental to our model we do not believe even a very successful launch of that product will have much impact on our forecasts given the low $29 price point,” Goldman Sachs analyst Rod Hall wrote in a note on Tuesday.\nIf Apple becomes more skilled at using its installed devices as privacy-sensitive infrastructure, it could represent a durable advantage for the company. Apple’s installed base of iPhones could become especially important as it invests heavily in augmented reality, a technology that merges the physical and digital worlds.\nA network of location-aware iPhones could be used in augmented reality apps like Pokemon Go, for example, to identify where other players are competing and start a group experience. It provides the sensors and internet connection needed building for digital experiences in the real world without building new equipment each time.\nThe privacy angle\nAirTag also represents a major test for Apple’s privacy positioning.\nSince 2015, Apple has advertised privacy and security as major differentiators for its iPhone. It has consistently built systems, like Covid-tracking exposure notifications, that are decentralized, which means that they are designed in a way that data is processed and calculated on a device, instead of on servers that Apple can access.\nApple is building on that reputation to assure customers that its Find My system won’t leak user location or data when acting as a finding device. Apple says that the Find My network keeps location data private and anonymous, and that it doesn’t store location data or history.\nHow Apple pulls it off is a matter of complicated software engineering. “Find My is built on a foundation of advanced public key cryptography,” Apple’ssecurity disclosure says.\nNow Apple’s users will need to decide whether they understand and trust the Find My network and Apple — both as users of them, and as iPhone users participating in them to make them work better.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356347758,"gmtCreate":1616760383274,"gmtModify":1704798486477,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356347758","repostId":"2122444907","repostType":4,"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322283442,"gmtCreate":1615810153886,"gmtModify":1704786839386,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322283442","repostId":"2119140399","repostType":2,"repost":{"id":"2119140399","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1615807841,"share":"https://ttm.financial/m/news/2119140399?lang=&edition=fundamental","pubTime":"2021-03-15 19:30","market":"sh","language":"en","title":"China's Geely to add $5 bln battery plant in EV push","url":"https://stock-news.laohu8.com/highlight/detail?id=2119140399","media":"Reuters","summary":"BEIJING, March 15 (Reuters) - Geely said on Monday it would build an electric vehicle battery factor","content":"<html><body><p>BEIJING, March 15 (Reuters) - Geely said on Monday it would build an electric vehicle battery factory with a planned annual manufacturing capacity of 42 gigawatt hours (GWh) in China's eastern city of Ganzhou, as it expands its EV line-up in the world's biggest car market.</p><p>   The total investment in the project by Geely's technology arm will be 30 billion yuan ($4.61 billion), according to a separate statement from the local government. Geely's technology group has previously invested in Ganzhou-based EV battery maker Farasis   .</p><p>   The planned factory comes after Geely announced a flurry of tie-ups in January aimed at turning the automaker into a leading EV contract manufacturer and engineering service provider, as it fights the incursion of EV leader Tesla Inc   .</p><p>   Geely, which owns Volvo Cars and a 9.7% stake in <a href=\"https://laohu8.com/S/DMLRY\">Daimler AG</a></p><p> , is competing with Great Wall    and Nio Inc</p><p> .</p><p>   China's government has heavily promoted new energy vehicles (NEVs) - such as battery-powered, plug-in petrol-electric hybrid and hydrogen fuel cell cars - in response to chronic air pollution, spurring interest from technology companies and investors alike.</p><p>   China forecasts NEVs will make up 20% of its annual auto sales by 2025 from around 5% in 2020. </p><p>($1 = 6.5021 Chinese yuan renminbi)</p><p> (Reporting by Yilei Sun and Tony Munroe; Editing by Kirsten Donovan)</p><p>((Y.Sun@thomsonreuters.com; +86 10 66271262; Reuters Messaging: y.sun.thomsonreuters.com@reuters.net))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Geely to add $5 bln battery plant in EV push</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's Geely to add $5 bln battery plant in EV push\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-15 19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>BEIJING, March 15 (Reuters) - Geely said on Monday it would build an electric vehicle battery factory with a planned annual manufacturing capacity of 42 gigawatt hours (GWh) in China's eastern city of Ganzhou, as it expands its EV line-up in the world's biggest car market.</p><p>   The total investment in the project by Geely's technology arm will be 30 billion yuan ($4.61 billion), according to a separate statement from the local government. Geely's technology group has previously invested in Ganzhou-based EV battery maker Farasis   .</p><p>   The planned factory comes after Geely announced a flurry of tie-ups in January aimed at turning the automaker into a leading EV contract manufacturer and engineering service provider, as it fights the incursion of EV leader Tesla Inc   .</p><p>   Geely, which owns Volvo Cars and a 9.7% stake in <a href=\"https://laohu8.com/S/DMLRY\">Daimler AG</a></p><p> , is competing with Great Wall    and Nio Inc</p><p> .</p><p>   China's government has heavily promoted new energy vehicles (NEVs) - such as battery-powered, plug-in petrol-electric hybrid and hydrogen fuel cell cars - in response to chronic air pollution, spurring interest from technology companies and investors alike.</p><p>   China forecasts NEVs will make up 20% of its annual auto sales by 2025 from around 5% in 2020. </p><p>($1 = 6.5021 Chinese yuan renminbi)</p><p> (Reporting by Yilei Sun and Tony Munroe; Editing by Kirsten Donovan)</p><p>((Y.Sun@thomsonreuters.com; +86 10 66271262; Reuters Messaging: y.sun.thomsonreuters.com@reuters.net))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119140399","content_text":"BEIJING, March 15 (Reuters) - Geely said on Monday it would build an electric vehicle battery factory with a planned annual manufacturing capacity of 42 gigawatt hours (GWh) in China's eastern city of Ganzhou, as it expands its EV line-up in the world's biggest car market.   The total investment in the project by Geely's technology arm will be 30 billion yuan ($4.61 billion), according to a separate statement from the local government. Geely's technology group has previously invested in Ganzhou-based EV battery maker Farasis   .   The planned factory comes after Geely announced a flurry of tie-ups in January aimed at turning the automaker into a leading EV contract manufacturer and engineering service provider, as it fights the incursion of EV leader Tesla Inc   .   Geely, which owns Volvo Cars and a 9.7% stake in Daimler AG , is competing with Great Wall    and Nio Inc .   China's government has heavily promoted new energy vehicles (NEVs) - such as battery-powered, plug-in petrol-electric hybrid and hydrogen fuel cell cars - in response to chronic air pollution, spurring interest from technology companies and investors alike.   China forecasts NEVs will make up 20% of its annual auto sales by 2025 from around 5% in 2020. ($1 = 6.5021 Chinese yuan renminbi) (Reporting by Yilei Sun and Tony Munroe; Editing by Kirsten Donovan)((Y.Sun@thomsonreuters.com; +86 10 66271262; Reuters Messaging: y.sun.thomsonreuters.com@reuters.net))","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363733787,"gmtCreate":1614171480449,"gmtModify":1704889045512,"author":{"id":"3570407134808900","authorId":"3570407134808900","name":"WoodFIRE","avatar":"https://static.tigerbbs.com/b5ea1867df604529251787b937f8e581","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570407134808900","authorIdStr":"3570407134808900"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363733787","repostId":"1138795890","repostType":4,"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}