At319 personal page - To The Moon

At319

At319

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2021-06-19

$Tilray Inc.(TLRY)$Omg

2021-06-19

Moon next week

2021-06-19

Next week bull or bear

2021-06-17

Jkk

Breaking ranks, Norway signals 4 rate hikes by mid-2022

2021-06-17

$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$regret

2021-06-17

[Smile]

2021-06-15

Moon

Cramer's Mad Money Recap: FAANG, Microsoft, PayPal

2021-06-15

No oon

Oracle: The Turning Point Of The Business

2021-06-15

$Tilray Inc.(TLRY)$Lol

2021-06-14

Apple Alibaba airbnb

2021-06-12

I should believe my sense and buy in when it wasaround 10

2021-06-12

$Tilray Inc.(TLRY)$Guys you think this gonna go to the moon again like during CNY?

2021-06-12

Malan

Sorry, the original content has been removed

2021-06-12

Ww

Sorry, the original content has been removed

2021-06-12

Wow

Moderna Says No Link Between COVID-19 Jab And Heart Inflammation

2021-06-12

Wow

Novavax says COVID-19 vaccine shows immune response against Beta virus variant

2021-06-12

Wow

Sorry, the original content has been removed

2021-06-12

Wow

Sorry, the original content has been removed

2021-06-11

Jw

Sorry, the original content has been removed

2021-06-11

Ok

S&P 500 climbs to a new record close, shrugging off inflation fears

Go to Tiger App to see more news

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bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162651768","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161501622,"gmtCreate":1623932635366,"gmtModify":1703823803860,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Jkk","listText":"Jkk","text":"Jkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161501622","repostId":"1160003162","repostType":4,"repost":{"id":"1160003162","pubTimestamp":1623929570,"share":"https://ttm.financial/m/news/1160003162?lang=&edition=fundamental","pubTime":"2021-06-17 19:32","market":"us","language":"en","title":"Breaking ranks, Norway signals 4 rate hikes by mid-2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1160003162","media":"Reuters","summary":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Like","content":"<p>* Norges Bank holds base rate at 0%</p>\n<p>* But govenor signals hikes in each of next four quarters</p>\n<p>* Likely to be first G10 central bank to hike rates</p>\n<p>* By contrast, no change to ultra-loose outlook for SNB</p>\n<p>* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)</p>\n<p>OSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.</p>\n<p>A day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.</p>\n<p>“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.</p>\n<p>Announced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.</p>\n<p>With many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.</p>\n<p>Norges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.</p>\n<p>Economists polled by Reuters had been almost evenly split over whether it that would happen in September or December.</p>\n<p>But few had predicted two hikes by year-end.</p>\n<p>In stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.</p>\n<p>REAL ESTATE BOOM</p>\n<p>Norway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.</p>\n<p>“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.</p>\n<p>The central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.</p>\n<p>Part of the reason behind the accelerated timetable is a rapidly recovering economy.</p>\n<p>Norges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.</p>\n<p>Another factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.</p>\n<p>While core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.</p>\n<p>In a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBreaking ranks, Norway signals 4 rate hikes by mid-2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for ...</p>\n\n<a href=\"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160003162","content_text":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for SNB\n* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)\nOSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.\nA day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.\n“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.\nAnnounced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.\nWith many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.\nNorges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.\nEconomists polled by Reuters had been almost evenly split over whether it that would happen in September or December.\nBut few had predicted two hikes by year-end.\nIn stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.\nREAL ESTATE BOOM\nNorway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.\n“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.\nThe central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.\nPart of the reason behind the accelerated timetable is a rapidly recovering economy.\nNorges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.\nAnother factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.\nWhile core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.\nIn a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161503143,"gmtCreate":1623932572882,"gmtModify":1703823802245,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$</a>regret","listText":"<a href=\"https://laohu8.com/S/SOXS\">$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$</a>regret","text":"$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$regret","images":[{"img":"https://static.tigerbbs.com/0ab94dda4e7d9274d3e684febd77c4bb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161503143","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161509659,"gmtCreate":1623932523871,"gmtModify":1703823801114,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[{"img":"https://static.tigerbbs.com/74fde3aacfa8503c301d17d136cbf194","width":"750","height":"2537"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161509659","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187548414,"gmtCreate":1623760304638,"gmtModify":1703818394598,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"&nbsp;Moon","listText":"&nbsp;Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187548414","repostId":"1191265676","repostType":4,"repost":{"id":"1191265676","pubTimestamp":1623748736,"share":"https://ttm.financial/m/news/1191265676?lang=&edition=fundamental","pubTime":"2021-06-15 17:18","market":"us","language":"en","title":"Cramer's Mad Money Recap: FAANG, Microsoft, PayPal","url":"https://stock-news.laohu8.com/highlight/detail?id=1191265676","media":"The Street","summary":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers c","content":"<blockquote>\n Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n</blockquote>\n<p>Investors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.</p>\n<p>Until we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.</p>\n<p>The stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.</p>\n<p>Down one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook&nbsp;(<b>FB</b>) , Amazon&nbsp;(<b>AMZN</b>) , Apple&nbsp;(<b>AAPL</b>) Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Alphabet&nbsp;(<b>GOOGL</b>) , along with Microsoft&nbsp;(<b>MSFT</b>) , Adobe Systems&nbsp;(<b>ADBE</b>) , Square&nbsp;(<b>SQ</b>) and PayPal&nbsp;(<b>PYPL</b>). On another aisle in this market are the junior growth names like Twilio&nbsp;(<b>TWLO</b>), Roku&nbsp;(<b>ROKU</b>), Etsy&nbsp;(<b>ETSY</b>)&nbsp;and DocuSign&nbsp;(<b>DOCU</b>). Cramer remains a believer in the senior names, but felt the junior names may be risky.</p>\n<p>Likewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.</p>\n<p>In Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.</p>\n<p>Cramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.</p>\n<p><b>Off the Charts: Independence Day Patterns</b></p>\n<p>In the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.</p>\n<p>Williams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.</p>\n<p>As for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.</p>\n<p>This strategy has been a winner 21 of the past 22 years.</p>\n<p><b>Executive Decision: American Express</b></p>\n<p>In his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express&nbsp;(<b>AXP</b>), which has rallied 38% so far this year.</p>\n<p>Squeri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.</p>\n<p>American Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.</p>\n<p>Turning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.</p>\n<p>American Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.</p>\n<p>On<b>Real Money</b>, Cramer keys in on the companies and CEOs he knows best.</p>\n<p><b>Off the Tape:&nbsp;Solana Labs</b></p>\n<p>In his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.</p>\n<p>Yakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.</p>\n<p>Solana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's&nbsp;(<b>V</b>) &nbsp;processing capabilities.</p>\n<p>Solana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.</p>\n<p><b>What's the Point?</b></p>\n<p>Think you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.</p>\n<p>Case in point: Corsair Gaming&nbsp;(<b>CRSR</b>), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.</p>\n<p>Sure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech&nbsp;(<b>LOGI</b>)&nbsp;also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.</p>\n<p><b>Lightning Round</b></p>\n<p>Here's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:</p>\n<p>Johnson &amp; Johnson&nbsp;(<b>JNJ</b>): \"This stock has a big development pipeline and that's why it keeps going up.\"</p>\n<p>Lockheed Martin&nbsp;(<b>LMT</b>): \"I think this one is money. I say go with it.\"</p>\n<p>Vulcan Materials&nbsp;(<b>VMC</b>): \"This one has a bad chart but, boy, is that a good company. \"</p>\n<p>ViacomCBS&nbsp;(<b>VIACA</b>): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"</p>\n<p>OraSure Technologies&nbsp;(<b>OSUR</b>): \"There are so many at-home test kits now. No, I can't recommend it.\"</p>","source":"lsy1610613172068","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>Cramer's Mad Money Recap: FAANG, Microsoft, PayPal</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\">\nCramer's Mad Money Recap: FAANG, Microsoft, PayPal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where...</p>\n\n<a href=\"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","ADBE":"Adobe","ETSY":"Etsy, Inc.","TWLO":"Twilio Inc","PYPL":"PayPal","NFLX":"奈飞","LOGI":"罗技","SQ":"Block","AMZN":"亚马逊","ROKU":"Roku Inc","AAPL":"苹果","AXP":"美国运通","CRSR":"Corsair Gaming, Inc.","DOCU":"Docusign","MSFT":"微软"},"source_url":"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191265676","content_text":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.\nUntil we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.\nThe stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.\nDown one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook (FB) , Amazon (AMZN) , Apple (AAPL) Netflix (NFLX)  and Alphabet (GOOGL) , along with Microsoft (MSFT) , Adobe Systems (ADBE) , Square (SQ) and PayPal (PYPL). On another aisle in this market are the junior growth names like Twilio (TWLO), Roku (ROKU), Etsy (ETSY) and DocuSign (DOCU). Cramer remains a believer in the senior names, but felt the junior names may be risky.\nLikewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.\nIn Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.\nCramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.\nOff the Charts: Independence Day Patterns\nIn the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.\nWilliams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.\nAs for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.\nThis strategy has been a winner 21 of the past 22 years.\nExecutive Decision: American Express\nIn his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express (AXP), which has rallied 38% so far this year.\nSqueri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.\nAmerican Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.\nTurning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.\nAmerican Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.\nOnReal Money, Cramer keys in on the companies and CEOs he knows best.\nOff the Tape: Solana Labs\nIn his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.\nYakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.\nSolana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's (V)  processing capabilities.\nSolana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.\nWhat's the Point?\nThink you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.\nCase in point: Corsair Gaming (CRSR), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.\nSure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech (LOGI) also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.\nLightning Round\nHere's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:\nJohnson & Johnson (JNJ): \"This stock has a big development pipeline and that's why it keeps going up.\"\nLockheed Martin (LMT): \"I think this one is money. I say go with it.\"\nVulcan Materials (VMC): \"This one has a bad chart but, boy, is that a good company. \"\nViacomCBS (VIACA): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"\nOraSure Technologies (OSUR): \"There are so many at-home test kits now. No, I can't recommend it.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187548341,"gmtCreate":1623760285883,"gmtModify":1703818393459,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"No oon","listText":"No oon","text":"No oon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187548341","repostId":"1126045119","repostType":4,"repost":{"id":"1126045119","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</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>Oracle: The Turning Point Of The Business</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\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187543904,"gmtCreate":1623760231608,"gmtModify":1703818391009,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Lol","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Lol","text":"$Tilray Inc.(TLRY)$Lol","images":[{"img":"https://static.tigerbbs.com/3e2391e279b9d14b56bd0fe035522e82","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187543904","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184325790,"gmtCreate":1623685478510,"gmtModify":1704208744839,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Apple Alibaba airbnb","listText":"Apple Alibaba airbnb","text":"Apple Alibaba airbnb","images":[{"img":"https://static.tigerbbs.com/d6cc7c256ff50ec948f70db99771b508","width":"750","height":"2202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184325790","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188738396,"gmtCreate":1623461477915,"gmtModify":1704204212299,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"I should believe my sense and buy in when it wasaround 10","listText":"I should believe my sense and buy in when it wasaround 10","text":"I should believe my sense and buy in when it wasaround 10","images":[{"img":"https://static.tigerbbs.com/bdd68ca6f61e6b1ff2826182b035a07a","width":"750","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188738396","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188797944,"gmtCreate":1623461329688,"gmtModify":1704204205171,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Guys you think this gonna go to the moon again like during CNY?","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Guys you think this gonna go to the moon again like during CNY?","text":"$Tilray Inc.(TLRY)$Guys you think this gonna go to the moon again like during CNY?","images":[{"img":"https://static.tigerbbs.com/5bc0fb48d417d4cf9707a877c74df6c2","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188797944","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188795014,"gmtCreate":1623461255438,"gmtModify":1704204202419,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Malan","listText":"Malan","text":"Malan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188795014","repostId":"2142967204","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188792886,"gmtCreate":1623461239245,"gmtModify":1704204201451,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Ww","listText":"Ww","text":"Ww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188792886","repostId":"2142204450","repostType":4,"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188798417,"gmtCreate":1623461204239,"gmtModify":1704204199282,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188798417","repostId":"2142024122","repostType":4,"repost":{"id":"2142024122","pubTimestamp":1623437876,"share":"https://ttm.financial/m/news/2142024122?lang=&edition=fundamental","pubTime":"2021-06-12 02:57","market":"us","language":"en","title":"Moderna Says No Link Between COVID-19 Jab And Heart Inflammation","url":"https://stock-news.laohu8.com/highlight/detail?id=2142024122","media":"Benzinga","summary":"Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and ca","content":"<p><img src=\"https://static.tigerbbs.com/d1f671326f56d69d77095c4224c4a60a\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Moderna Inc</b>&nbsp;(NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis,&nbsp;based on a review of safety data.</p>\n<p>The Centers for Disease Control and Prevention (CDC) has identified 216 cases of heart inflammation after the first dose of an mRNA shot and another 573 cases after the second dose,&nbsp;Bloomberg reported.</p>\n<p>The median age of people with myocarditis or pericarditis following the first dose was 30 and 24 in the second-dose cases. There were 475 cases among people under 30.</p>\n<p>U.S. public health advisers will meet later this month to discuss a potential link between messenger RNA technology-based COVID-19 shots and heart inflammation.</p>\n<p>The technology is used by Moderna’s vaccine and&nbsp;<b>Pfizer Inc&nbsp;</b>(NYSE: PFE) -&nbsp;<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;</b>(NASDAQ: BNTX).</p>\n<p>Moderna said it “will continue to monitor these reports closely and is actively working with public health and regulatory authorities to further assess this issue.”</p>\n<p>Earlier this month,&nbsp;Israel’s Health Ministry also reportedly found&nbsp;a small number of heart inflammation cases, observed mainly in young men who received the Pfizer COVID-19 vaccine in Israel, were likely linked to their vaccination.</p>\n<p><b>Price Action:</b>&nbsp;MRNA shares are down 0.59% at $215.73 during the market session on the last check Friday.</p>\n<p></p>","source":"yahoofinance","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>Moderna Says No Link Between COVID-19 Jab And Heart Inflammation</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\">\nModerna Says No Link Between COVID-19 Jab And Heart Inflammation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 02:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis, based on a review of safety data.\nThe Centers for Disease ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","08237":"华星控股"},"source_url":"https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142024122","content_text":"Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis, based on a review of safety data.\nThe Centers for Disease Control and Prevention (CDC) has identified 216 cases of heart inflammation after the first dose of an mRNA shot and another 573 cases after the second dose, Bloomberg reported.\nThe median age of people with myocarditis or pericarditis following the first dose was 30 and 24 in the second-dose cases. There were 475 cases among people under 30.\nU.S. public health advisers will meet later this month to discuss a potential link between messenger RNA technology-based COVID-19 shots and heart inflammation.\nThe technology is used by Moderna’s vaccine and Pfizer Inc (NYSE: PFE) - BioNTech SE (NASDAQ: BNTX).\nModerna said it “will continue to monitor these reports closely and is actively working with public health and regulatory authorities to further assess this issue.”\nEarlier this month, Israel’s Health Ministry also reportedly found a small number of heart inflammation cases, observed mainly in young men who received the Pfizer COVID-19 vaccine in Israel, were likely linked to their vaccination.\nPrice Action: MRNA shares are down 0.59% at $215.73 during the market session on the last check Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188798103,"gmtCreate":1623461192402,"gmtModify":1704204198797,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188798103","repostId":"2142202973","repostType":4,"repost":{"id":"2142202973","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":1623447457,"share":"https://ttm.financial/m/news/2142202973?lang=&edition=fundamental","pubTime":"2021-06-12 05:37","market":"us","language":"en","title":"Novavax says COVID-19 vaccine shows immune response against Beta virus variant","url":"https://stock-news.laohu8.com/highlight/detail?id=2142202973","media":"Reuters","summary":"June 11 (Reuters) - Novavax Inc said on Friday its experimental COVID-19 vaccine showed immune respo","content":"<p>June 11 (Reuters) - Novavax Inc said on Friday its experimental COVID-19 vaccine showed immune response and protection against the highly contagious coronavirus variant originally identified in South Africa in a clinical trial.</p>\n<p>The vaccine, NVX-CoV2373, is being tested in multiple trials but has yet to be authorized for use in any country.</p>\n<p>Novavax also said studies in mice and baboons found that a different vaccine specifically targeting the South African variant now known as Beta produced immune response and protection, and that it expected to conduct further clinical testing of the Beta-focused vaccine in the fall.</p>\n<p>The company said testing of blood serum of thirty participants of a mid-stage trial who had received both doses of NVX-CoV2373 revealed robust antibody responses to the original version of the coronavirus as well as against the Alpha variant first found in the UK and the Beta variant.</p>\n<p>However, the response against the Beta variant was slightly less, Novavax said.</p>\n<p>The European Medicines Agency started a rolling review of the Novavax shot in February. Data from its pivotal U.S. and Mexico trial is expected to be released in the current quarter.</p>\n<p>The company said the new data is available on the online preprint server bioRxiv and has been submitted for peer review.</p>\n<p>(Reporting by Mrinalika Roy in Bengaluru; Editing by Shinjini Ganguli and Bill Berkrot)</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>Novavax says COVID-19 vaccine shows immune response against Beta virus variant</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\">\nNovavax says COVID-19 vaccine shows immune response against Beta virus variant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 05:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 11 (Reuters) - Novavax Inc said on Friday its experimental COVID-19 vaccine showed immune response and protection against the highly contagious coronavirus variant originally identified in South Africa in a clinical trial.</p>\n<p>The vaccine, NVX-CoV2373, is being tested in multiple trials but has yet to be authorized for use in any country.</p>\n<p>Novavax also said studies in mice and baboons found that a different vaccine specifically targeting the South African variant now known as Beta produced immune response and protection, and that it expected to conduct further clinical testing of the Beta-focused vaccine in the fall.</p>\n<p>The company said testing of blood serum of thirty participants of a mid-stage trial who had received both doses of NVX-CoV2373 revealed robust antibody responses to the original version of the coronavirus as well as against the Alpha variant first found in the UK and the Beta variant.</p>\n<p>However, the response against the Beta variant was slightly less, Novavax said.</p>\n<p>The European Medicines Agency started a rolling review of the Novavax shot in February. Data from its pivotal U.S. and Mexico trial is expected to be released in the current quarter.</p>\n<p>The company said the new data is available on the online preprint server bioRxiv and has been submitted for peer review.</p>\n<p>(Reporting by Mrinalika Roy in Bengaluru; Editing by Shinjini Ganguli and Bill Berkrot)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142202973","content_text":"June 11 (Reuters) - Novavax Inc said on Friday its experimental COVID-19 vaccine showed immune response and protection against the highly contagious coronavirus variant originally identified in South Africa in a clinical trial.\nThe vaccine, NVX-CoV2373, is being tested in multiple trials but has yet to be authorized for use in any country.\nNovavax also said studies in mice and baboons found that a different vaccine specifically targeting the South African variant now known as Beta produced immune response and protection, and that it expected to conduct further clinical testing of the Beta-focused vaccine in the fall.\nThe company said testing of blood serum of thirty participants of a mid-stage trial who had received both doses of NVX-CoV2373 revealed robust antibody responses to the original version of the coronavirus as well as against the Alpha variant first found in the UK and the Beta variant.\nHowever, the response against the Beta variant was slightly less, Novavax said.\nThe European Medicines Agency started a rolling review of the Novavax shot in February. Data from its pivotal U.S. and Mexico trial is expected to be released in the current quarter.\nThe company said the new data is available on the online preprint server bioRxiv and has been submitted for peer review.\n(Reporting by Mrinalika Roy in Bengaluru; Editing by Shinjini Ganguli and Bill Berkrot)","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188791417,"gmtCreate":1623461175239,"gmtModify":1704204197829,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188791417","repostId":"2142202973","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188791914,"gmtCreate":1623461159838,"gmtModify":1704204197021,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow&nbsp;","listText":"Wow&nbsp;","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188791914","repostId":"2142202973","repostType":4,"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181357036,"gmtCreate":1623375573625,"gmtModify":1704201975500,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Jw","listText":"Jw","text":"Jw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181357036","repostId":"1184070773","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181354946,"gmtCreate":1623375552085,"gmtModify":1704201974530,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"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/181354946","repostId":"1184070773","repostType":4,"repost":{"id":"1184070773","pubTimestamp":1623367038,"share":"https://ttm.financial/m/news/1184070773?lang=&edition=fundamental","pubTime":"2021-06-11 07:17","market":"us","language":"en","title":"S&P 500 climbs to a new record close, shrugging off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1184070773","media":"cnbc","summary":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.The broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about ","content":"<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.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>S&P 500 climbs to a new record close, shrugging off inflation fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 climbs to a new record close, shrugging off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 07:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站",".SPX":"S&P 500 Index",".DJI":"道琼斯","UPS":"联合包裹",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1184070773","content_text":"The S&P 500 rose to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark climbed nearly 0.5% to a record closing high of 4,239.18. The S&P 500 also hit an intraday record of 4,249.74, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 19.10 points, or less than 0.1%, to 34,466.24, while the Nasdaq Composite gained about 0.8% to 14,020.33.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries and prices across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\n\"I think there were a lot of people who held back, who wanted to see the hotter inflation number,\" CNBC's Jim Cramer said on \"Squawk on the Street.\" \"Now they've said, 'OK, now that's over with. Let's do some buying.' Because they've been on the sideline and they want to get in. I don't think that's actually usual these days because there's still so much buying power out there. People want in.\"\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n\"This CPI isn't likely to change the narrative dramatically, and there are still indications that inflation momentum is set to abate in the coming months,\" Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the Bureau of Labor Statistics. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nA separate report released Thursday showed that jobless claims for the week ended June 5 came in at 376,000, versus a Dow Jones estimate of 370,000. The total still marked the lowest of the pandemic era.\nUPS shares rose about 1% afteran upgrade from JPMorgan. Shares of Boeing were higher, but Delta Air Lines slipped.\nVideo-game retailer and meme stock GameStop fell 27% even after the company tapped former Amazon executive Matt Furlong to be its next CEO and said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":188797944,"gmtCreate":1623461329688,"gmtModify":1704204205171,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Guys you think this gonna go to the moon again like during CNY?","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Guys you think this gonna go to the moon again like during CNY?","text":"$Tilray Inc.(TLRY)$Guys you think this gonna go to the moon again like during CNY?","images":[{"img":"https://static.tigerbbs.com/5bc0fb48d417d4cf9707a877c74df6c2","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188797944","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184325790,"gmtCreate":1623685478510,"gmtModify":1704208744839,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Apple Alibaba airbnb","listText":"Apple Alibaba airbnb","text":"Apple Alibaba airbnb","images":[{"img":"https://static.tigerbbs.com/d6cc7c256ff50ec948f70db99771b508","width":"750","height":"2202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184325790","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181357036,"gmtCreate":1623375573625,"gmtModify":1704201975500,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Jw","listText":"Jw","text":"Jw","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181357036","repostId":"1184070773","repostType":4,"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338750967,"gmtCreate":1609980877659,"gmtModify":1704981247084,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/338750967","repostId":"1160804658","repostType":4,"repost":{"id":"1160804658","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1609929614,"share":"https://ttm.financial/m/news/1160804658?lang=&edition=fundamental","pubTime":"2021-01-06 18:40","market":"us","language":"zh","title":"2021年美股怎么走？一文览尽全球投行的前瞻精华","url":"https://stock-news.laohu8.com/highlight/detail?id=1160804658","media":"美股研究社","summary":"2020年已成过去式，全球各国经济发展成绩单已基本确定。2020年，也注定是不平凡的一年，因疫情公共卫生事件对全球经济发展造成了不同程度地冲击。以美国来看，即便美国GDP在第四季度能维持小幅上涨，但全","content":"<p>2020年已成过去式，全球各国经济发展成绩单已基本确定。2020年，也注定是不平凡的一年，因疫情公共卫生事件对全球经济发展造成了不同程度地冲击。以美国来看，即便美国GDP在第四季度能维持小幅上涨，但全年GDP仍可能面临3.4%到3.6%的缩水。</p><p>在这样的大背景下，美国股市的表现在2020年却经历波澜壮阔的起伏。2020年结束时，道指成分股中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>表现最佳，全年涨幅80%；<a href=\"https://laohu8.com/S/BA\">波音</a>表现最差，全年跌近34%。纳指全年上升44%，而标普500指数上涨16%。</p><p>医疗概念相关的小盘股夺年度涨幅冠军，其中诺瓦瓦克斯一度涨30倍，但风险也不小。而今年最红的，是大众所知的新能源汽车行业，对应公司有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏等。此外，整个科技板块，包括半导体、云计算、电商支付等，也是推动2020年美股大盘攀升的重要推动力。</p><p>进入2021年，<a href=\"https://laohu8.com/S/GS\">高盛</a>、大摩、中金等投行目前都发布了今年的展望。2021年，全球经济走势将会如何，美股市场又有哪些板块和公司需要投资者重点关注和警惕？</p><p><b>“复苏”成2021年经济关键词</b></p><p><b>投行们对美股大盘态度不一</b></p><p>用一个词来总结投行们对于2021年全球宏观经济的预测，那就是“复苏”。</p><p>欧美主要经济体积极的财政货币政策刺激、新兴经济体率先企稳、疫苗的大规模接种等因素，将会推动全球经济走向“复苏”。</p><p>国际货币基金组织在最新的《世界经济展望》中预测2020年全球实际GDP增速为-4.9%，2021年实际GDP增速则为5.4%。</p><p><img src=\"https://static.tigerbbs.com/a3c3b2916374ebe77b57e1092dadd8f8\" tg-width=\"756\" tg-height=\"404\"></p><p>不过，全球经济回升的斜率存在着不确定性。按照国际货币基金组织提出的三种情景假设，乐观预期全球经济回升斜率将达6%，中性预期为2.8%，悲观预期为2%。</p><p>图：2021年全球经济回升斜率（三种情景假设）</p><p><img src=\"https://static.tigerbbs.com/1bc5f9dedf7dce7d3cb187baa5144d2a\" tg-width=\"609\" tg-height=\"341\"></p><p>具体到2021年的美国经济上，尽管多数机构对其表示乐观，但复苏过程可能并不顺利。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预测，美国今年一季度GDP会萎缩至1%，其中多个州发布新的限制措施是造成这一悲观预期的主要原因。</p><p><b>而在美国股市的未来走向上，各机构的看法不一。</b></p><p><b>高盛、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等机构继续看好美国股市。</b>高盛美股策略师DavidKostin预测，到2021年底，标普500指数将达到4300点；标普500成分股公司利润大幅反弹，预计2021年将增长29%至175美元。</p><p>摩根士丹利表示，全球股市存在较大的上行空间，标普500指数2021年底有望冲击3900点。持续的政策刺激使市盈率维持在高位，未来发达市场地区股市的涨幅将达两位数。</p><p><b>摩根大通、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>等机构则持相反观点。</b>摩根大通克罗地亚首席股票策略师Mislav Matejka将美股评级降至中性，认为美股不再是值得超配的资产。</p><p>瑞银认为投资者应该扩大投资组合范围，不应再局限于美国大型企业，并表示美股可能会跑输全球股市；花旗则认为，目前美国估值过高。</p><p>虽然各自意见不同，但是都基本认为未来美国股市不会重复今年“过山车”式波动。因此针对可能的大盘走势，投资者若选择顺应趋势的板块和公司，将具备更强的盈利动能。</p><p><b>2021经济触底反弹</b></p><p><b>哪些行业成为投行“座上宾”？</b></p><p>全球机构除了对宏观经济和大盘做出趋势展望，针对具体行业也有着自己的看法。</p><p><b>首先，在全球宏观经济复苏的大背景下，顺周期行业将具备吸引力。</b></p><p><b>毕马威中国</b>认为，消费、服务业继续回暖，成为下阶段经济复苏的主力；<b>iFund</b>预计周期性行业的业务将会大幅反弹；<b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a></b>整体策略上主要青睐那些即使财政支持令人失望也会表现出色的公司，同时周期性资产敞口也值得关注；<b><a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a></b>指出，食品与主要用品零售的长期盈利增长率预估提高近3%。</p><p>以此为参考，零售消费股在新的一年或许会有着意料之外的表现。</p><p>具体到个股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可以说是难以被忽略的股票之一。亚马逊作为一家零售科技巨头，已不仅仅是在网上销售商品，其触角也延伸至线下的购买场景。正因如此，疫情依然严峻的时段里，消费者会持续涌入电商网站订购商品；而疫情改善后，消费者对于亚马逊也具有依赖性。</p><p>如果有什么是美国人喜爱的，那大概会是他们的宠物。因此，宠物电商<b>Chewy</b>可能会长期受益。</p><p>根据美国宠物产品协会的数据，2019年美国民众在宠物上花费了近1000亿美元，这一数值多年来一直在增长。2020年民众通过线上渠道购买宠物用品，可由于疫情影响，1000亿美元的消费能力受到抑制。因此，今年美国民众在宠物上的消费需求或许会得到进一步释放。</p><p><img src=\"https://static.tigerbbs.com/93cce60f78c8dacaeb2f2cf12229ed56\" tg-width=\"946\" tg-height=\"507\"></p><p>（图源：艾媒咨询）</p><p>有分析师指出，不仅是亚马逊、Chewy，还有BJ、Shopify和<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>等企业也有望在零售领域成为领跑者。以BJ为例，经营批发业务，在15个州有220家商店。它的股价过去一年上涨了71%，其市盈率仍然只有14倍。</p><p><b>其二，由于2021年疫情影响还会存在，包括SaaS在内的云计算行业仍然具有足够魅力。</b>Janus Henderson指出，远距离办公是需要重点关注的行业利好；法国巴黎银行认为，远程办公和云计算是2021年的投资机遇；此外，贝莱德和<a href=\"https://laohu8.com/S/601066\">中信建投</a>也表示云计算和SaaS是各自看好的领域。</p><p>据Forrester Research的数据显示，2021年全球公有云基础设施市场将增长35％，达到1200亿美元，云计算将继续在疫情复苏的过程中“占据中心位置”；研究公司表示：“到2021年将达到新的高峰，从而带来更高的企业采用率、云收入和商业价值。”</p><p>图：全球公有云服务最终用户支出预测（百万美元）</p><p><img src=\"https://static.tigerbbs.com/ae4a4b1698b68184b91075ecf00dc8a0\" tg-width=\"599\" tg-height=\"388\"></p><p>目前，全球排名前三的公有云提供商为亚马逊、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。Amalgam预测，AWS在2021年的收入将超过排在其后的三大竞争对手的总和，但AWS的收入增长率将低于谷歌云和微软Azure的总和。</p><p>Amalgam的分析师Park表示：“谷歌云在ERP（企业资源计划）领域站稳了脚跟，预计明年将实现40%以上的增长。“</p><p>同时，Park预计，在云计算市场长期需求以及合作伙伴的推动下，微软Azure云计算的收入将在2021财年超过250亿美元。</p><p>值得一提的是，国内阿里云第三季度的云计算收入同比增长59%，达到21.9亿美元，主要来自于互联网、金融和零售行业的客户收入。若按照这样的增长速度，阿里云有望在2021年实现对谷歌云的超越，跻身前三。</p><p><b>最后，医药健康和生物科技这一行业也是倍受投行们关注的方向。</b>Janus Henderson看好<a href=\"https://laohu8.com/S/002173\">创新医疗</a>和生物科技；<a href=\"https://laohu8.com/S/06099\">招商证券</a>表示，预计医疗保健行业的轮动在2021年将更加明显，行业龙头和二线企业之间的差距将加速拉大；生物科技，CRO/CDMO的龙头可能仍然具有吸引力。</p><p>去年，美国医疗公司TDOC股价累计上涨130%，成为了一大热门股。受益于远程需求，以及民众对于医疗健康的要求，远程医疗如TDOC可能依然会成为资本市场青睐的股票之一。</p><p>但是，机构中也有不同的声音。比如，iFund则持反对意见，认为科技、医疗及网上零售等企业在2020年高基数的影响下业绩增长将变得较为失色，故预计不少资金将会流入周期性股票。</p><p><b>2020年疫外“千疮百孔”的板块</b></p><p><b>2021年投行们如何看？</b></p><p>2020年，全球出行需求受到限制，随之全球旅游、航空、酒店业受到巨大的冲击。而且，与之相关的能源板块也受到波及。在经济不景气时，美国市场进入低利率环境，使得银行股的预期盈利能力下滑，相关的股票最终遭到了不同程度地抛售。</p><p>比如波音，2020年股价累计跌幅达35.48%；HOST酒店，股价累计跌幅达15.21%；能源股<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>，股价累计下跌37.22%；<a href=\"https://laohu8.com/S/BAC\">美国银行</a>，股价累计下跌10.73%。</p><p>时间来到2021年，这些美股板块若要走出低谷似乎并不容易。以全球旅游业来说，麦肯锡预测，旅游支出最早可能要到2023年才可能恢复到2019年的水平。旅行行业已经恢复了一部分，但是和以往相比仍然大不如前。</p><p><b>针对这些板块，多数投行在对2021年的展望中依然维持悲观态度。</b>Janus &nbsp;Henderson表示，旅游和能源板块可能因疫情继续受压；还表示，受制于长期低息的不利环境，银行业的边际利润会受到拖累。</p><p>Fidelity则认为，一些价值领域显得有吸引力，但鉴于银行及石油业存在结构性挑战，因此预期投资者不会大幅转投价值股。前者面临长期低息前景，不良贷款数目可能增加；后者涉及的企业如<a href=\"https://laohu8.com/S/BP\">英国石油</a>、壳牌和<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>等大型油企削减股息和重新调配资金，用于投资绿色能源。</p><p>摩根士丹利预计，原油需求得等到明年下半年才能得到恢复，在此之前，油价下行风险较大。这也就意味着，能源相关的企业2021年的营收很难重回疫情前的水平。</p><p>瑞信则预测，受疫情冲击最严重的旅游(机场、航空公司等)和传统零售将成为国际旅游和其他各项社会活动逐步恢复的主要受益板块。经济全面复苏也将带动能源和金融等周期性板块，由此推动投资由成长型向价值型的风格轮动。</p><p>综合来看，主流大行认为这些板块的风险仍然不小。对于投资者来说，则需要在2021年保持足够的警惕。不可否认的是，它们至少会从2020年的低谷中反弹起来，可何时才可以回归常态还是未知数。若要涉足相关行业的投资，具有相对健康资产负债表的公司可能会是市场优先考虑的对象。</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>2021年美股怎么走？一文览尽全球投行的前瞻精华</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\">\n2021年美股怎么走？一文览尽全球投行的前瞻精华\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/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-01-06 18:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>2020年已成过去式，全球各国经济发展成绩单已基本确定。2020年，也注定是不平凡的一年，因疫情公共卫生事件对全球经济发展造成了不同程度地冲击。以美国来看，即便美国GDP在第四季度能维持小幅上涨，但全年GDP仍可能面临3.4%到3.6%的缩水。</p><p>在这样的大背景下，美国股市的表现在2020年却经历波澜壮阔的起伏。2020年结束时，道指成分股中，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>表现最佳，全年涨幅80%；<a href=\"https://laohu8.com/S/BA\">波音</a>表现最差，全年跌近34%。纳指全年上升44%，而标普500指数上涨16%。</p><p>医疗概念相关的小盘股夺年度涨幅冠军，其中诺瓦瓦克斯一度涨30倍，但风险也不小。而今年最红的，是大众所知的新能源汽车行业，对应公司有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏等。此外，整个科技板块，包括半导体、云计算、电商支付等，也是推动2020年美股大盘攀升的重要推动力。</p><p>进入2021年，<a href=\"https://laohu8.com/S/GS\">高盛</a>、大摩、中金等投行目前都发布了今年的展望。2021年，全球经济走势将会如何，美股市场又有哪些板块和公司需要投资者重点关注和警惕？</p><p><b>“复苏”成2021年经济关键词</b></p><p><b>投行们对美股大盘态度不一</b></p><p>用一个词来总结投行们对于2021年全球宏观经济的预测，那就是“复苏”。</p><p>欧美主要经济体积极的财政货币政策刺激、新兴经济体率先企稳、疫苗的大规模接种等因素，将会推动全球经济走向“复苏”。</p><p>国际货币基金组织在最新的《世界经济展望》中预测2020年全球实际GDP增速为-4.9%，2021年实际GDP增速则为5.4%。</p><p><img src=\"https://static.tigerbbs.com/a3c3b2916374ebe77b57e1092dadd8f8\" tg-width=\"756\" tg-height=\"404\"></p><p>不过，全球经济回升的斜率存在着不确定性。按照国际货币基金组织提出的三种情景假设，乐观预期全球经济回升斜率将达6%，中性预期为2.8%，悲观预期为2%。</p><p>图：2021年全球经济回升斜率（三种情景假设）</p><p><img src=\"https://static.tigerbbs.com/1bc5f9dedf7dce7d3cb187baa5144d2a\" tg-width=\"609\" tg-height=\"341\"></p><p>具体到2021年的美国经济上，尽管多数机构对其表示乐观，但复苏过程可能并不顺利。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预测，美国今年一季度GDP会萎缩至1%，其中多个州发布新的限制措施是造成这一悲观预期的主要原因。</p><p><b>而在美国股市的未来走向上，各机构的看法不一。</b></p><p><b>高盛、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>等机构继续看好美国股市。</b>高盛美股策略师DavidKostin预测，到2021年底，标普500指数将达到4300点；标普500成分股公司利润大幅反弹，预计2021年将增长29%至175美元。</p><p>摩根士丹利表示，全球股市存在较大的上行空间，标普500指数2021年底有望冲击3900点。持续的政策刺激使市盈率维持在高位，未来发达市场地区股市的涨幅将达两位数。</p><p><b>摩根大通、<a href=\"https://laohu8.com/S/UBS\">瑞银</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>等机构则持相反观点。</b>摩根大通克罗地亚首席股票策略师Mislav Matejka将美股评级降至中性，认为美股不再是值得超配的资产。</p><p>瑞银认为投资者应该扩大投资组合范围，不应再局限于美国大型企业，并表示美股可能会跑输全球股市；花旗则认为，目前美国估值过高。</p><p>虽然各自意见不同，但是都基本认为未来美国股市不会重复今年“过山车”式波动。因此针对可能的大盘走势，投资者若选择顺应趋势的板块和公司，将具备更强的盈利动能。</p><p><b>2021经济触底反弹</b></p><p><b>哪些行业成为投行“座上宾”？</b></p><p>全球机构除了对宏观经济和大盘做出趋势展望，针对具体行业也有着自己的看法。</p><p><b>首先，在全球宏观经济复苏的大背景下，顺周期行业将具备吸引力。</b></p><p><b>毕马威中国</b>认为，消费、服务业继续回暖，成为下阶段经济复苏的主力；<b>iFund</b>预计周期性行业的业务将会大幅反弹；<b><a href=\"https://laohu8.com/S/BLK\">贝莱德</a></b>整体策略上主要青睐那些即使财政支持令人失望也会表现出色的公司，同时周期性资产敞口也值得关注；<b><a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a></b>指出，食品与主要用品零售的长期盈利增长率预估提高近3%。</p><p>以此为参考，零售消费股在新的一年或许会有着意料之外的表现。</p><p>具体到个股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>可以说是难以被忽略的股票之一。亚马逊作为一家零售科技巨头，已不仅仅是在网上销售商品，其触角也延伸至线下的购买场景。正因如此，疫情依然严峻的时段里，消费者会持续涌入电商网站订购商品；而疫情改善后，消费者对于亚马逊也具有依赖性。</p><p>如果有什么是美国人喜爱的，那大概会是他们的宠物。因此，宠物电商<b>Chewy</b>可能会长期受益。</p><p>根据美国宠物产品协会的数据，2019年美国民众在宠物上花费了近1000亿美元，这一数值多年来一直在增长。2020年民众通过线上渠道购买宠物用品，可由于疫情影响，1000亿美元的消费能力受到抑制。因此，今年美国民众在宠物上的消费需求或许会得到进一步释放。</p><p><img src=\"https://static.tigerbbs.com/93cce60f78c8dacaeb2f2cf12229ed56\" tg-width=\"946\" tg-height=\"507\"></p><p>（图源：艾媒咨询）</p><p>有分析师指出，不仅是亚马逊、Chewy，还有BJ、Shopify和<a href=\"https://laohu8.com/S/TGT\">塔吉特</a>等企业也有望在零售领域成为领跑者。以BJ为例，经营批发业务，在15个州有220家商店。它的股价过去一年上涨了71%，其市盈率仍然只有14倍。</p><p><b>其二，由于2021年疫情影响还会存在，包括SaaS在内的云计算行业仍然具有足够魅力。</b>Janus Henderson指出，远距离办公是需要重点关注的行业利好；法国巴黎银行认为，远程办公和云计算是2021年的投资机遇；此外，贝莱德和<a href=\"https://laohu8.com/S/601066\">中信建投</a>也表示云计算和SaaS是各自看好的领域。</p><p>据Forrester Research的数据显示，2021年全球公有云基础设施市场将增长35％，达到1200亿美元，云计算将继续在疫情复苏的过程中“占据中心位置”；研究公司表示：“到2021年将达到新的高峰，从而带来更高的企业采用率、云收入和商业价值。”</p><p>图：全球公有云服务最终用户支出预测（百万美元）</p><p><img src=\"https://static.tigerbbs.com/ae4a4b1698b68184b91075ecf00dc8a0\" tg-width=\"599\" tg-height=\"388\"></p><p>目前，全球排名前三的公有云提供商为亚马逊、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。Amalgam预测，AWS在2021年的收入将超过排在其后的三大竞争对手的总和，但AWS的收入增长率将低于谷歌云和微软Azure的总和。</p><p>Amalgam的分析师Park表示：“谷歌云在ERP（企业资源计划）领域站稳了脚跟，预计明年将实现40%以上的增长。“</p><p>同时，Park预计，在云计算市场长期需求以及合作伙伴的推动下，微软Azure云计算的收入将在2021财年超过250亿美元。</p><p>值得一提的是，国内阿里云第三季度的云计算收入同比增长59%，达到21.9亿美元，主要来自于互联网、金融和零售行业的客户收入。若按照这样的增长速度，阿里云有望在2021年实现对谷歌云的超越，跻身前三。</p><p><b>最后，医药健康和生物科技这一行业也是倍受投行们关注的方向。</b>Janus Henderson看好<a href=\"https://laohu8.com/S/002173\">创新医疗</a>和生物科技；<a href=\"https://laohu8.com/S/06099\">招商证券</a>表示，预计医疗保健行业的轮动在2021年将更加明显，行业龙头和二线企业之间的差距将加速拉大；生物科技，CRO/CDMO的龙头可能仍然具有吸引力。</p><p>去年，美国医疗公司TDOC股价累计上涨130%，成为了一大热门股。受益于远程需求，以及民众对于医疗健康的要求，远程医疗如TDOC可能依然会成为资本市场青睐的股票之一。</p><p>但是，机构中也有不同的声音。比如，iFund则持反对意见，认为科技、医疗及网上零售等企业在2020年高基数的影响下业绩增长将变得较为失色，故预计不少资金将会流入周期性股票。</p><p><b>2020年疫外“千疮百孔”的板块</b></p><p><b>2021年投行们如何看？</b></p><p>2020年，全球出行需求受到限制，随之全球旅游、航空、酒店业受到巨大的冲击。而且，与之相关的能源板块也受到波及。在经济不景气时，美国市场进入低利率环境，使得银行股的预期盈利能力下滑，相关的股票最终遭到了不同程度地抛售。</p><p>比如波音，2020年股价累计跌幅达35.48%；HOST酒店，股价累计跌幅达15.21%；能源股<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>，股价累计下跌37.22%；<a href=\"https://laohu8.com/S/BAC\">美国银行</a>，股价累计下跌10.73%。</p><p>时间来到2021年，这些美股板块若要走出低谷似乎并不容易。以全球旅游业来说，麦肯锡预测，旅游支出最早可能要到2023年才可能恢复到2019年的水平。旅行行业已经恢复了一部分，但是和以往相比仍然大不如前。</p><p><b>针对这些板块，多数投行在对2021年的展望中依然维持悲观态度。</b>Janus &nbsp;Henderson表示，旅游和能源板块可能因疫情继续受压；还表示，受制于长期低息的不利环境，银行业的边际利润会受到拖累。</p><p>Fidelity则认为，一些价值领域显得有吸引力，但鉴于银行及石油业存在结构性挑战，因此预期投资者不会大幅转投价值股。前者面临长期低息前景，不良贷款数目可能增加；后者涉及的企业如<a href=\"https://laohu8.com/S/BP\">英国石油</a>、壳牌和<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>等大型油企削减股息和重新调配资金，用于投资绿色能源。</p><p>摩根士丹利预计，原油需求得等到明年下半年才能得到恢复，在此之前，油价下行风险较大。这也就意味着，能源相关的企业2021年的营收很难重回疫情前的水平。</p><p>瑞信则预测，受疫情冲击最严重的旅游(机场、航空公司等)和传统零售将成为国际旅游和其他各项社会活动逐步恢复的主要受益板块。经济全面复苏也将带动能源和金融等周期性板块，由此推动投资由成长型向价值型的风格轮动。</p><p>综合来看，主流大行认为这些板块的风险仍然不小。对于投资者来说，则需要在2021年保持足够的警惕。不可否认的是，它们至少会从2020年的低谷中反弹起来，可何时才可以回归常态还是未知数。若要涉足相关行业的投资，具有相对健康资产负债表的公司可能会是市场优先考虑的对象。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160804658","content_text":"2020年已成过去式，全球各国经济发展成绩单已基本确定。2020年，也注定是不平凡的一年，因疫情公共卫生事件对全球经济发展造成了不同程度地冲击。以美国来看，即便美国GDP在第四季度能维持小幅上涨，但全年GDP仍可能面临3.4%到3.6%的缩水。在这样的大背景下，美国股市的表现在2020年却经历波澜壮阔的起伏。2020年结束时，道指成分股中，苹果表现最佳，全年涨幅80%；波音表现最差，全年跌近34%。纳指全年上升44%，而标普500指数上涨16%。医疗概念相关的小盘股夺年度涨幅冠军，其中诺瓦瓦克斯一度涨30倍，但风险也不小。而今年最红的，是大众所知的新能源汽车行业，对应公司有特斯拉、蔚来、理想、小鹏等。此外，整个科技板块，包括半导体、云计算、电商支付等，也是推动2020年美股大盘攀升的重要推动力。进入2021年，高盛、大摩、中金等投行目前都发布了今年的展望。2021年，全球经济走势将会如何，美股市场又有哪些板块和公司需要投资者重点关注和警惕？“复苏”成2021年经济关键词投行们对美股大盘态度不一用一个词来总结投行们对于2021年全球宏观经济的预测，那就是“复苏”。欧美主要经济体积极的财政货币政策刺激、新兴经济体率先企稳、疫苗的大规模接种等因素，将会推动全球经济走向“复苏”。国际货币基金组织在最新的《世界经济展望》中预测2020年全球实际GDP增速为-4.9%，2021年实际GDP增速则为5.4%。不过，全球经济回升的斜率存在着不确定性。按照国际货币基金组织提出的三种情景假设，乐观预期全球经济回升斜率将达6%，中性预期为2.8%，悲观预期为2%。图：2021年全球经济回升斜率（三种情景假设）具体到2021年的美国经济上，尽管多数机构对其表示乐观，但复苏过程可能并不顺利。摩根大通预测，美国今年一季度GDP会萎缩至1%，其中多个州发布新的限制措施是造成这一悲观预期的主要原因。而在美国股市的未来走向上，各机构的看法不一。高盛、摩根士丹利等机构继续看好美国股市。高盛美股策略师DavidKostin预测，到2021年底，标普500指数将达到4300点；标普500成分股公司利润大幅反弹，预计2021年将增长29%至175美元。摩根士丹利表示，全球股市存在较大的上行空间，标普500指数2021年底有望冲击3900点。持续的政策刺激使市盈率维持在高位，未来发达市场地区股市的涨幅将达两位数。摩根大通、瑞银、花旗等机构则持相反观点。摩根大通克罗地亚首席股票策略师Mislav Matejka将美股评级降至中性，认为美股不再是值得超配的资产。瑞银认为投资者应该扩大投资组合范围，不应再局限于美国大型企业，并表示美股可能会跑输全球股市；花旗则认为，目前美国估值过高。虽然各自意见不同，但是都基本认为未来美国股市不会重复今年“过山车”式波动。因此针对可能的大盘走势，投资者若选择顺应趋势的板块和公司，将具备更强的盈利动能。2021经济触底反弹哪些行业成为投行“座上宾”？全球机构除了对宏观经济和大盘做出趋势展望，针对具体行业也有着自己的看法。首先，在全球宏观经济复苏的大背景下，顺周期行业将具备吸引力。毕马威中国认为，消费、服务业继续回暖，成为下阶段经济复苏的主力；iFund预计周期性行业的业务将会大幅反弹；贝莱德整体策略上主要青睐那些即使财政支持令人失望也会表现出色的公司，同时周期性资产敞口也值得关注；法国巴黎银行指出，食品与主要用品零售的长期盈利增长率预估提高近3%。以此为参考，零售消费股在新的一年或许会有着意料之外的表现。具体到个股，亚马逊可以说是难以被忽略的股票之一。亚马逊作为一家零售科技巨头，已不仅仅是在网上销售商品，其触角也延伸至线下的购买场景。正因如此，疫情依然严峻的时段里，消费者会持续涌入电商网站订购商品；而疫情改善后，消费者对于亚马逊也具有依赖性。如果有什么是美国人喜爱的，那大概会是他们的宠物。因此，宠物电商Chewy可能会长期受益。根据美国宠物产品协会的数据，2019年美国民众在宠物上花费了近1000亿美元，这一数值多年来一直在增长。2020年民众通过线上渠道购买宠物用品，可由于疫情影响，1000亿美元的消费能力受到抑制。因此，今年美国民众在宠物上的消费需求或许会得到进一步释放。（图源：艾媒咨询）有分析师指出，不仅是亚马逊、Chewy，还有BJ、Shopify和塔吉特等企业也有望在零售领域成为领跑者。以BJ为例，经营批发业务，在15个州有220家商店。它的股价过去一年上涨了71%，其市盈率仍然只有14倍。其二，由于2021年疫情影响还会存在，包括SaaS在内的云计算行业仍然具有足够魅力。Janus Henderson指出，远距离办公是需要重点关注的行业利好；法国巴黎银行认为，远程办公和云计算是2021年的投资机遇；此外，贝莱德和中信建投也表示云计算和SaaS是各自看好的领域。据Forrester Research的数据显示，2021年全球公有云基础设施市场将增长35％，达到1200亿美元，云计算将继续在疫情复苏的过程中“占据中心位置”；研究公司表示：“到2021年将达到新的高峰，从而带来更高的企业采用率、云收入和商业价值。”图：全球公有云服务最终用户支出预测（百万美元）目前，全球排名前三的公有云提供商为亚马逊、微软和谷歌。Amalgam预测，AWS在2021年的收入将超过排在其后的三大竞争对手的总和，但AWS的收入增长率将低于谷歌云和微软Azure的总和。Amalgam的分析师Park表示：“谷歌云在ERP（企业资源计划）领域站稳了脚跟，预计明年将实现40%以上的增长。“同时，Park预计，在云计算市场长期需求以及合作伙伴的推动下，微软Azure云计算的收入将在2021财年超过250亿美元。值得一提的是，国内阿里云第三季度的云计算收入同比增长59%，达到21.9亿美元，主要来自于互联网、金融和零售行业的客户收入。若按照这样的增长速度，阿里云有望在2021年实现对谷歌云的超越，跻身前三。最后，医药健康和生物科技这一行业也是倍受投行们关注的方向。Janus Henderson看好创新医疗和生物科技；招商证券表示，预计医疗保健行业的轮动在2021年将更加明显，行业龙头和二线企业之间的差距将加速拉大；生物科技，CRO/CDMO的龙头可能仍然具有吸引力。去年，美国医疗公司TDOC股价累计上涨130%，成为了一大热门股。受益于远程需求，以及民众对于医疗健康的要求，远程医疗如TDOC可能依然会成为资本市场青睐的股票之一。但是，机构中也有不同的声音。比如，iFund则持反对意见，认为科技、医疗及网上零售等企业在2020年高基数的影响下业绩增长将变得较为失色，故预计不少资金将会流入周期性股票。2020年疫外“千疮百孔”的板块2021年投行们如何看？2020年，全球出行需求受到限制，随之全球旅游、航空、酒店业受到巨大的冲击。而且，与之相关的能源板块也受到波及。在经济不景气时，美国市场进入低利率环境，使得银行股的预期盈利能力下滑，相关的股票最终遭到了不同程度地抛售。比如波音，2020年股价累计跌幅达35.48%；HOST酒店，股价累计跌幅达15.21%；能源股埃克森美孚，股价累计下跌37.22%；美国银行，股价累计下跌10.73%。时间来到2021年，这些美股板块若要走出低谷似乎并不容易。以全球旅游业来说，麦肯锡预测，旅游支出最早可能要到2023年才可能恢复到2019年的水平。旅行行业已经恢复了一部分，但是和以往相比仍然大不如前。针对这些板块，多数投行在对2021年的展望中依然维持悲观态度。Janus  Henderson表示，旅游和能源板块可能因疫情继续受压；还表示，受制于长期低息的不利环境，银行业的边际利润会受到拖累。Fidelity则认为，一些价值领域显得有吸引力，但鉴于银行及石油业存在结构性挑战，因此预期投资者不会大幅转投价值股。前者面临长期低息前景，不良贷款数目可能增加；后者涉及的企业如英国石油、壳牌和道达尔等大型油企削减股息和重新调配资金，用于投资绿色能源。摩根士丹利预计，原油需求得等到明年下半年才能得到恢复，在此之前，油价下行风险较大。这也就意味着，能源相关的企业2021年的营收很难重回疫情前的水平。瑞信则预测，受疫情冲击最严重的旅游(机场、航空公司等)和传统零售将成为国际旅游和其他各项社会活动逐步恢复的主要受益板块。经济全面复苏也将带动能源和金融等周期性板块，由此推动投资由成长型向价值型的风格轮动。综合来看，主流大行认为这些板块的风险仍然不小。对于投资者来说，则需要在2021年保持足够的警惕。不可否认的是，它们至少会从2020年的低谷中反弹起来，可何时才可以回归常态还是未知数。若要涉足相关行业的投资，具有相对健康资产负债表的公司可能会是市场优先考虑的对象。","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165149329,"gmtCreate":1624110401761,"gmtModify":1703828946336,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Omg","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Omg","text":"$Tilray Inc.(TLRY)$Omg","images":[{"img":"https://static.tigerbbs.com/9a9885a1c8efddaf809441893ba88b9c","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165149329","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188738396,"gmtCreate":1623461477915,"gmtModify":1704204212299,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"I should believe my sense and buy in when it wasaround 10","listText":"I should believe my sense and buy in when it wasaround 10","text":"I should believe my sense and buy in when it wasaround 10","images":[{"img":"https://static.tigerbbs.com/bdd68ca6f61e6b1ff2826182b035a07a","width":"750","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188738396","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":165140001,"gmtCreate":1624110343703,"gmtModify":1703828945194,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Moon next week","listText":"Moon next week","text":"Moon next week","images":[{"img":"https://static.tigerbbs.com/519495f116ab060dee69038146646324","width":"750","height":"2265"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165140001","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":162651768,"gmtCreate":1624062630154,"gmtModify":1703827813913,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Next week bull or bear","listText":"Next week bull or bear","text":"Next week bull or bear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162651768","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161501622,"gmtCreate":1623932635366,"gmtModify":1703823803860,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Jkk","listText":"Jkk","text":"Jkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161501622","repostId":"1160003162","repostType":4,"repost":{"id":"1160003162","pubTimestamp":1623929570,"share":"https://ttm.financial/m/news/1160003162?lang=&edition=fundamental","pubTime":"2021-06-17 19:32","market":"us","language":"en","title":"Breaking ranks, Norway signals 4 rate hikes by mid-2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1160003162","media":"Reuters","summary":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Like","content":"<p>* Norges Bank holds base rate at 0%</p>\n<p>* But govenor signals hikes in each of next four quarters</p>\n<p>* Likely to be first G10 central bank to hike rates</p>\n<p>* By contrast, no change to ultra-loose outlook for SNB</p>\n<p>* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)</p>\n<p>OSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.</p>\n<p>A day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.</p>\n<p>“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.</p>\n<p>Announced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.</p>\n<p>With many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.</p>\n<p>Norges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.</p>\n<p>Economists polled by Reuters had been almost evenly split over whether it that would happen in September or December.</p>\n<p>But few had predicted two hikes by year-end.</p>\n<p>In stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.</p>\n<p>REAL ESTATE BOOM</p>\n<p>Norway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.</p>\n<p>“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.</p>\n<p>The central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.</p>\n<p>Part of the reason behind the accelerated timetable is a rapidly recovering economy.</p>\n<p>Norges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.</p>\n<p>Another factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.</p>\n<p>While core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.</p>\n<p>In a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.</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>Breaking ranks, Norway signals 4 rate hikes by mid-2022</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\">\nBreaking ranks, Norway signals 4 rate hikes by mid-2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for ...</p>\n\n<a href=\"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/norway-economy-rates/update-4-breaking-ranks-norway-signals-4-rate-hikes-by-mid-2022-idUSL5N2NZ1VI","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160003162","content_text":"* Norges Bank holds base rate at 0%\n* But govenor signals hikes in each of next four quarters\n* Likely to be first G10 central bank to hike rates\n* By contrast, no change to ultra-loose outlook for SNB\n* U.S. Fed opened door to post-COVID policy era on Weds (Releads with news conference)\nOSLO, June 17 (Reuters) - Norway’s central bank said on Thursday it expected to raise interest rates four times by mid-2022 as the economy shakes off the effects of COVID-19, breaking ranks with the still ultra-loose policy outlook of counterparts in other developed nations.\nA day after the Federal Reserve signalled U.S rates would probably rise from 2023 rather than 2024, Norges Bank’s monetary policy committee kept its key rate unchanged at a record low 0.0% but said a hike was likely in September and others soon after.\n“Given the rate path we see now, rates will be raised by 0.25% in (each of) the next four quarters,” Governor Oeystein Olsen told a news conference.\nAnnounced delays in vaccine deliveries to Norway in the third quarter did not “shift the big picture” on the economic recovery, he added in an interview with Reuters.\nWith many of the world’s central banks laying the groundwork for a post-pandemic transition to life with less stimulus, the Fed on Wednesday also opened talks on how to end its crisis-era bond-buying.\nNorges Bank looks set to be be the first of the G10 group of developed economies’ central banks to raise the cost of borrowing, however, having previously signalled a hike this year.\nEconomists polled by Reuters had been almost evenly split over whether it that would happen in September or December.\nBut few had predicted two hikes by year-end.\nIn stark contrast, the Swiss National Bank on Thursday signalled monetary policy would stay ultra-loose for the foreseeable future, saying projected higher inflation was no reason to change course and citing a highly valued Swiss franc.\nREAL ESTATE BOOM\nNorway’s currency, the crown, firmed to trade at 10.12 against the euro from 10.15 just before Norges Bank’s policy announcement. It then fell back to 10.21.\n“In the light of today’s hawkish message from Norges Bank, we will revise our policy rate forecast upward,” economists at Handelsbanken wrote.\nThe central bank said the monetary policy committee’s revised forecasts implied a slightly faster series of rate rises towards 2024 than in previous predictions issued in March.\nPart of the reason behind the accelerated timetable is a rapidly recovering economy.\nNorges Bank on Thursday held its forecast for GDP growth of 3.8% in 2021, but raised its prediction for next year to 4.1% from 3.4%.\nAnother factor is house price inflation, which has gathered pace since Norway cut rates three times last year to combat the impact of COVID-19, contributing to a property boom as borrowers took advantage of cheap credit.\nWhile core inflation was expected to ease to 1.7% this year from 3.0% last year, below the central bank’s 2% goal, it forecast house prices would rise by 9.2% in 2021 after expanding by 4.5% in 2020.\nIn a related statement on Thursday, Norway’s finance ministry said it would force banks to hold more supplementary buffer capital, 1.5% of its balance sheet instead of 1%, boosting the system’s solidity while making less capital available for lending.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161503143,"gmtCreate":1623932572882,"gmtModify":1703823802245,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXS\">$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$</a>regret","listText":"<a href=\"https://laohu8.com/S/SOXS\">$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$</a>regret","text":"$Direxion Daily Semiconductor Bear 3X Shares(SOXS)$regret","images":[{"img":"https://static.tigerbbs.com/0ab94dda4e7d9274d3e684febd77c4bb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161503143","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161509659,"gmtCreate":1623932523871,"gmtModify":1703823801114,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[{"img":"https://static.tigerbbs.com/74fde3aacfa8503c301d17d136cbf194","width":"750","height":"2537"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161509659","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":187548414,"gmtCreate":1623760304638,"gmtModify":1703818394598,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"&nbsp;Moon","listText":"&nbsp;Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187548414","repostId":"1191265676","repostType":4,"repost":{"id":"1191265676","pubTimestamp":1623748736,"share":"https://ttm.financial/m/news/1191265676?lang=&edition=fundamental","pubTime":"2021-06-15 17:18","market":"us","language":"en","title":"Cramer's Mad Money Recap: FAANG, Microsoft, PayPal","url":"https://stock-news.laohu8.com/highlight/detail?id=1191265676","media":"The Street","summary":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers c","content":"<blockquote>\n Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n</blockquote>\n<p>Investors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.</p>\n<p>Until we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.</p>\n<p>The stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.</p>\n<p>Down one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook&nbsp;(<b>FB</b>) , Amazon&nbsp;(<b>AMZN</b>) , Apple&nbsp;(<b>AAPL</b>) Netflix&nbsp;(<b>NFLX</b>) &nbsp;and Alphabet&nbsp;(<b>GOOGL</b>) , along with Microsoft&nbsp;(<b>MSFT</b>) , Adobe Systems&nbsp;(<b>ADBE</b>) , Square&nbsp;(<b>SQ</b>) and PayPal&nbsp;(<b>PYPL</b>). On another aisle in this market are the junior growth names like Twilio&nbsp;(<b>TWLO</b>), Roku&nbsp;(<b>ROKU</b>), Etsy&nbsp;(<b>ETSY</b>)&nbsp;and DocuSign&nbsp;(<b>DOCU</b>). Cramer remains a believer in the senior names, but felt the junior names may be risky.</p>\n<p>Likewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.</p>\n<p>In Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.</p>\n<p>Cramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.</p>\n<p><b>Off the Charts: Independence Day Patterns</b></p>\n<p>In the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.</p>\n<p>Williams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.</p>\n<p>As for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.</p>\n<p>This strategy has been a winner 21 of the past 22 years.</p>\n<p><b>Executive Decision: American Express</b></p>\n<p>In his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express&nbsp;(<b>AXP</b>), which has rallied 38% so far this year.</p>\n<p>Squeri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.</p>\n<p>American Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.</p>\n<p>Turning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.</p>\n<p>American Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.</p>\n<p>On<b>Real Money</b>, Cramer keys in on the companies and CEOs he knows best.</p>\n<p><b>Off the Tape:&nbsp;Solana Labs</b></p>\n<p>In his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.</p>\n<p>Yakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.</p>\n<p>Solana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's&nbsp;(<b>V</b>) &nbsp;processing capabilities.</p>\n<p>Solana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.</p>\n<p><b>What's the Point?</b></p>\n<p>Think you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.</p>\n<p>Case in point: Corsair Gaming&nbsp;(<b>CRSR</b>), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.</p>\n<p>Sure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech&nbsp;(<b>LOGI</b>)&nbsp;also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.</p>\n<p><b>Lightning Round</b></p>\n<p>Here's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:</p>\n<p>Johnson &amp; Johnson&nbsp;(<b>JNJ</b>): \"This stock has a big development pipeline and that's why it keeps going up.\"</p>\n<p>Lockheed Martin&nbsp;(<b>LMT</b>): \"I think this one is money. I say go with it.\"</p>\n<p>Vulcan Materials&nbsp;(<b>VMC</b>): \"This one has a bad chart but, boy, is that a good company. \"</p>\n<p>ViacomCBS&nbsp;(<b>VIACA</b>): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"</p>\n<p>OraSure Technologies&nbsp;(<b>OSUR</b>): \"There are so many at-home test kits now. No, I can't recommend it.\"</p>","source":"lsy1610613172068","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>Cramer's Mad Money Recap: FAANG, Microsoft, PayPal</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\">\nCramer's Mad Money Recap: FAANG, Microsoft, PayPal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where...</p>\n\n<a href=\"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","ADBE":"Adobe","ETSY":"Etsy, Inc.","TWLO":"Twilio Inc","PYPL":"PayPal","NFLX":"奈飞","LOGI":"罗技","SQ":"Block","AMZN":"亚马逊","ROKU":"Roku Inc","AAPL":"苹果","AXP":"美国运通","CRSR":"Corsair Gaming, Inc.","DOCU":"Docusign","MSFT":"微软"},"source_url":"https://www.thestreet.com/jim-cramer/cramers-mad-money-recap-june-14-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191265676","content_text":"Jim Cramer says investors should think of this market as a supermarket, where smart stock shoppers can pick from among the best values available.\n\nInvestors can expect more days like today, days where some stocks are red hot while others are dropping like a stone, Jim Cramer told his Mad Money viewers Monday.\nUntil we hear what the Federal Reserve has planned on Wednesday, Cramer said investors are likely to continue dumping the industrials and the banks in favor of the secular growth names.\nThe stock market is indeed a market, after all, one made up of thousands of different stocks. That means it rarely trades as a single entity, Cramer reminded viewers. But before you pass the \"buy\" button on your favorite growth stock, Cramer reminded viewers that not all growth is the same.\nDown one shopping aisle are what Cramer dubbed the senior growth stocks, tried-and-true names like FAANG (Cramer's acronym for Facebook (FB) , Amazon (AMZN) , Apple (AAPL) Netflix (NFLX)  and Alphabet (GOOGL) , along with Microsoft (MSFT) , Adobe Systems (ADBE) , Square (SQ) and PayPal (PYPL). On another aisle in this market are the junior growth names like Twilio (TWLO), Roku (ROKU), Etsy (ETSY) and DocuSign (DOCU). Cramer remains a believer in the senior names, but felt the junior names may be risky.\nLikewise, Cramer said he's not willing to give up on growth with steelmakers, miners and oil. That's because even if the U.S. taps the brakes on interest rates, which he doesn't think will happen, the rest of the world still has a lot of growth ahead in the coming months.\nIn Cramer's view, the Fed is willing to sacrifice a little inflation if it means creating jobs and putting more people to work. That's a recipe for lots of sectors to continue their rally to new record highs.\nCramer and the AAP team are looking at everything from earnings and politics to the Federal Reserve.\nOff the Charts: Independence Day Patterns\nIn the \"Off The Charts\" segment, Cramer checked in with colleague Larry Williams for another take on the direction of the markets. This time, Williams looked at the market through the prism of the seasonal July 4 patterns.\nWilliams noted that the last week of June is historically the worst time to sell stocks, as they always sell off during that week. The week before however, specifically the 8th or 9th last trading day of the month, has proven to be a winner. This year, those days would be Friday, June 18 or Monday, June 21.\nAs for buying them your stocks back, Williams said that five days later is the sweet spot, or the first day after the holiday that the market trades higher.\nThis strategy has been a winner 21 of the past 22 years.\nExecutive Decision: American Express\nIn his first \"Executive Decision\" segment, Cramer spoke with Steve Squeri, chairman and CEO of American Express (AXP), which has rallied 38% so far this year.\nSqueri said the consumer is looking a lot better than we expected coming out of the pandemic. Credit debt is down, personal savings are up and there's a lot of pent up demand to get out and spend. Even in the beleaguered travel industry, Squeri reported that May 2021's bookings are 95% of what they were in May 2019.\nAmerican Express is evolving into a lifestyle, Squeri added, and that's good for millennials that want access and experiences, both of which American Express can provide.\nTurning to the topic of small businesses, Squeri noted that small businesses also love American Express and thanks to their recent acquisition of Cabbage, a digital cash management platform, they can now provide more services to business than ever before.\nAmerican Express is also working hard to support minority-owned businesses. Squeri said that they offer access to capital, grant, mentoring and leadership training to minority businesses.\nOnReal Money, Cramer keys in on the companies and CEOs he knows best.\nOff the Tape: Solana Labs\nIn his \"Off The Tape\" segment, Cramer spoke with Anatoly Yakovenko, co-founder and CEO of the privately-held Solana Labs, which just raised $314 million to bring the next generation cryptocurrency applications to market.\nYakovenko explained that while blockchain technologies are revolutionary, the systems they're currently built on are way too slow to keep up with their growth. Many of the transactions happening today are running on technology that's more than 10 years old.\nSolana's systems are optimized for today's technologies, Yakovenko said. They aim to provide services that are \"blockchain at the speed of Nasdaq.\" Solana's platform is already clocking in at 65,000 transactions per second, on par with Visa's (V)  processing capabilities.\nSolana is still in startup mode with no earnings to speak of, Yakovenko said, but every day developers are switching to Solana's platform and building their applications, so it won't be long before growth begins to accelerate.\nWhat's the Point?\nThink you're \"sticking it to the man\" with your portfolio? If so, Cramer said if you're likely just hurting yourself.\nCase in point: Corsair Gaming (CRSR), the high-end peripheral maker. Shares surged in early trading after being mentioned on WallStreetBets, only to have the short sellers swoop in and erase most of those gains by the close. Cramer said if you bought shares over $40, you got hurt big time. But that's what happens when you follow a meme.\nSure, Corsair has a great quarter this time around, but does the stock have the staying power to support these levels? Probably not. By comparison, long-time Cramer favorite Logitech (LOGI) also makes gaming peripherals and that company has proven it has staying power both in the home and in the workplace.\nLightning Round\nHere's what Cramer had to say about some of the stocks that callers offered up during the \"Mad Money Lightning Round\" Monday evening:\nJohnson & Johnson (JNJ): \"This stock has a big development pipeline and that's why it keeps going up.\"\nLockheed Martin (LMT): \"I think this one is money. I say go with it.\"\nVulcan Materials (VMC): \"This one has a bad chart but, boy, is that a good company. \"\nViacomCBS (VIACA): \"I kinda like the media stocks. I think they're going to have a good Fall season.\"\nOraSure Technologies (OSUR): \"There are so many at-home test kits now. No, I can't recommend it.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187548341,"gmtCreate":1623760285883,"gmtModify":1703818393459,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"No oon","listText":"No oon","text":"No oon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187548341","repostId":"1126045119","repostType":4,"repost":{"id":"1126045119","pubTimestamp":1623750156,"share":"https://ttm.financial/m/news/1126045119?lang=&edition=fundamental","pubTime":"2021-06-15 17:42","market":"us","language":"en","title":"Oracle: The Turning Point Of The Business","url":"https://stock-news.laohu8.com/highlight/detail?id=1126045119","media":"seekingalpha","summary":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announ","content":"<p><b>Summary</b></p>\n<ul>\n <li>After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.</li>\n <li>The company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.</li>\n <li>The supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.</li>\n</ul>\n<p>It has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.</p>\n<p>Since my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).</p>\n<p><img src=\"https://static.tigerbbs.com/4a08709416117a896350dc343577c561\" tg-width=\"635\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Oracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.</p>\n<p><img src=\"https://static.tigerbbs.com/825d382b994b74c084f876e3f3c26bee\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>* data as of 1st of June 2021</i></p>\n<p><i>Source: Prepared by the author, using data from Seeking Alpha</i></p>\n<p>In the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.</p>\n<p><img src=\"https://static.tigerbbs.com/56473718354fdf7fa5affc87feb02b5e\" tg-width=\"640\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p>For the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.</p>\n<p><b>All aboutEnterprise Resource Planning Software (ERP)</b></p>\n<p>The cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).</p>\n<p><img src=\"https://static.tigerbbs.com/400db58385dd44eb40a3e120e7ea3cbd\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:netsuite.comandifs.com</i></p>\n<p>Although the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.</p>\n<p><img src=\"https://static.tigerbbs.com/e84f099064f653dea0294736c7d731f9\" tg-width=\"800\" tg-height=\"870\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:oracle.com</i></p>\n<p>Being the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.</p>\n<p><img src=\"https://static.tigerbbs.com/5903b921ea535c17457e78574b028738\" tg-width=\"635\" tg-height=\"452\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>Secondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.</p>\n<p><img src=\"https://static.tigerbbs.com/9933f07166a78784598ebc3d1c3f3d36\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from Seeking Alpha</i></p>\n<p>Having a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:</p>\n<blockquote>\n <i>I'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a3340d3fff60b0093daa79d1a8330bb7\" tg-width=\"640\" tg-height=\"118\" referrerpolicy=\"no-referrer\"></p>\n<p>Source:diginomica.com</p>\n<p>According to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.</p>\n<blockquote>\n <i>We are - reading the Gartner report,</i>\n <i><b>we are so dominant</b></i>\n <i>. Our product is</i>\n <i><b>so much better</b></i>\n <i>than anyone else's product in the cloud.</i>\n <i><b>We expect to get a significant number more than half of SAP's customers</b></i>\n <i>we'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>A month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.</p>\n<blockquote>\n <i><b>In the first quarter alone, we saw more than 250 wins replacing competitive solutions</b></i>\n <i>, underlining our relentless focus on customer value.</i>(...)\n <i>Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript</i>\n</blockquote>\n<p>Who's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.</p>\n<p><img src=\"https://static.tigerbbs.com/034dfdf4c80697ec0fcccb1cb50c3dc9\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: prepared by the author, using data from annual and quarterly reports</i></p>\n<p><b>Cloud Infrastructure - supply constrained</b></p>\n<p>A common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.</p>\n<p><img src=\"https://static.tigerbbs.com/04441c38023b7d48801566262caf6fda\" tg-width=\"800\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source:aws.amazon.com</i></p>\n<p>The reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.</p>\n<blockquote>\n <i>Now add to that,</i>\n <i><b>OCI, which is new for us</b></i>\n <i>, we've</i>\n <i><b>never been a platform company</b></i>\n <i>. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.</i>\n <i><b>We were portable and ran on lots of different platforms. Now we have our own platform for the first time.</b></i>\n <i>Lawrence Ellison - Co-Founder, Chairman &amp; CTOSource: Oracle Q2 2021 Earnings Transcript</i>\n</blockquote>\n<p>That is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.</p>\n<blockquote>\n <i>The Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.</i>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/f0a0016b57345a627686d804dac183b5\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"></p>\n<p><i>Source: oracle.com</i></p>\n<p>That is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.</p>\n<blockquote>\n <i>As I mentioned last quarter,</i>\n <i><b>we experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically</b></i>\n <i>. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,</i>\n <i><b>we're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022</b></i>\n <i>. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript</i>\n</blockquote>\n<p>Offering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.</p>\n<p><b>Conclusion</b></p>\n<p>Oracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&amp;A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.</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>Oracle: The Turning Point Of The Business</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\">\nOracle: The Turning Point Of The Business\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 17:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文"},"source_url":"https://seekingalpha.com/article/4434703-oracle-stock-should-you-buy-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1126045119","content_text":"Summary\n\nAfter having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week.\nThe company continues to strengthen its dominant position in the Enterprise Resource Planning space and is seeing stronger momentum.\nThe supply-constrained Oracle Cloud Infrastructure offers a key competitive advantage for Oracle's ERP and database services.\n\nIt has been almost 8 months since I first covered the high quality business model of Oracle (ORCL) and argued thatstrong businesses are not necessarily expensive. This is especially true in the current environment of extremely loose monetary policy, which is driving valuations of high duration (high growth) companies to extreme levels.\nSince my first analysis of ORCL back in October of last year, it has not only delivered alpha (using itsbetaof 0.8), but also significantly outperformed the First Trust Cloud Computing ETF (SKYY).\nData byYCharts\nOracle is one of those businesses that do not pursue growth opportunities just for the sake of it. Instead, a steady, profitable and most importantly sustainable business expansion is given a priority. And although this business strategy could appear inferior at a time when expected short-term sales growth is the primary driver of valuations, quite often the slow and steady wins the race.\n\n* data as of 1st of June 2021\nSource: Prepared by the author, using data from Seeking Alpha\nIn the case of ORCL, however, the world 'slow' might not be appropriate, even though a rather simplistic analysis could easily conclude that Oracle is a low quality business as it has not grown its topline revenue numbers meaningfully over the past decade.\n\nSource: prepared by the author, using data from annual and quarterly reports\nFor the past 8 months, however, I have been arguing quite the opposite and showed that under the surface the Oracle's cloud service offering isexceptionally strong and growing.\nAll aboutEnterprise Resource Planning Software (ERP)\nThe cloud ERP space is where Oracle's business is exceptionally strong and far ahead of its other competitors, such as Workday (WDAY), SAP (SAP) and Microsoft (MSFT).\n\nSource:netsuite.comandifs.com\nAlthough the competition in the space has intensified in recent years, the gap between Oracle's Fusion ERP and other competitor offerings has not changed much since 2017.\n\nSource:oracle.com\nBeing the leader in large enterprise cloud ERP has some very important implications. Firstly, the business is very sticky, with large multinational corporations rarely undergoing the risky process of migrating their ERP systems from one vendor to another. This is one of the main reasons why margins of the leaders in the space have been both high and stable over the long run.\nData byYCharts\nSecondly, being an absolute leader in the space, while also combining the ERP service offerings with high quality database and secure cloud infrastructure places Oracle among the leaders in terms of profitability.\n\nSource: prepared by the author, using data from Seeking Alpha\nHaving a non-traditional management approach, the founder of Oracle - Larry Ellison isfamousfor his martial methods. While this means that occasionally Mr. Ellison rants at his competitors, the last conference call was unusual. During the call the CTO of the Oracle went through a very long and impressive list of customers:\n\nI'm now going to go and present a list of over a 100 companies and government agencies that have already moved from SAP ERP to Fusion ERP, or currently in the process of doing so.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\n\nSource:diginomica.com\nAccording to the founder the coming years are gearing to be exceptionally strong for Oracle's ERP on the back of new customer wins.\n\nWe are - reading the Gartner report,\nwe are so dominant\n. Our product is\nso much better\nthan anyone else's product in the cloud.\nWe expect to get a significant number more than half of SAP's customers\nwe'll get.Larry Ellison - Chairman and Chief Technology OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nA month later, staying true to his more conventional approach, the CEO of SAP Christian Klein was far less aggressive in its commentary, highlighting that SAP continues to win in the ERP space.\n\nIn the first quarter alone, we saw more than 250 wins replacing competitive solutions\n, underlining our relentless focus on customer value.(...)\n Still we cannot let recent unfounded claims made by one of our competitors go entirely uncommented. Personally, I see it as a very positive sign that one of our main competitors spent so much time talking about SAP on their own earnings call. Let me tell you, we have been through their customer list. And confidentially we checked this claim. I absolutely encourage you to do your own research, talk to the customers as we did. The latest IDC ERP data also helps to put things into perspective. It shows that SAP has taken significant ERP market share since launching S/4HANA in 2015.Source: SAP Q1 2021 Earnings Transcript\n\nWho's right and who's not only time will tell, however so far Gartner seems tofavorOracle's offerings and the cloud SaaS business is seeing some improved momentum.\n\nSource: prepared by the author, using data from annual and quarterly reports\nCloud Infrastructure - supply constrained\nA common misconception is that since Oracle is not among the leaders in the Infrastructure-as-a-Service (IaaS) space and lags behind the behemoths Amazon Web Services, Google Cloud and Microsoft Azure, then the business model of Oracle is weak.\n\nSource:aws.amazon.com\nThe reason why this is not true is that the Oracle Cloud Infrastructure (OCI) is predominantly a platform that strengthens Oracle's existing leadership in ERP and database.\n\nNow add to that,\nOCI, which is new for us\n, we've\nnever been a platform company\n. We -- Linux is a platform. In the old on-premise days, Linux was a platform, Windows was the most famous platform. There was HP-UX and IBM Metazone offering. So there were a lot of platforms. We weren't ever in that business.\nWe were portable and ran on lots of different platforms. Now we have our own platform for the first time.\nLawrence Ellison - Co-Founder, Chairman & CTOSource: Oracle Q2 2021 Earnings Transcript\n\nThat is why, once again, the emphasis is not put on topline growth numbers, but rather on quality, security and the long-term viability of the strategy.\n\nThe Oracle Cloud Infrastructure architecture was designed for security of the platform through isolated network virtualization, highly secure firmware installation, a controlled physical network, and network segmentation.\n\n\nSource: oracle.com\nThat is also why, the OCI has been experiencing supply constrains for a number of quarters now as more of Oracle's existing and new customers migrate their workloads on the cloud.\n\nAs I mentioned last quarter,\nwe experienced capacity constraints for OCI cloud services as customer workloads expanded dramatically\n. In addition, we continue to land many new customers, including ISVs, and we have some very large users coming online shortly that will require significant amounts of capacity. As a result,\nwe're investing aggressively this quarter, this Q4, both OpEx and CapEx to prepare for this increase in cloud consumption and associated revenue in FY2022\n. As such, we are going to target a 49% operating margin for Q4.Safra Catz - Chief Executive OfficerSource: Oracle Q3 2021 Earnings Transcript\n\nOffering a high quality and secure infrastructure offers a significant competitive advantage for Oracle, as it combines strong application, platform, and infrastructure layers under one umbrella.\nConclusion\nOracle is an undisputed leader in the cloud ERP space, which also has exceptionally strong offerings in the database and infrastructure space. This creates significant competitive advantage for the company and makes it one of the most profitable large cap entities in the cloud. High and sustainable profitability on the other hand allows the management to reinvest significant amounts back into the business and not rely on constant M&A deals to inflate its topline. While certainly the past 10 years have not been spectacular for the sales growth of Oracle, it seems that things are about to change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187543904,"gmtCreate":1623760231608,"gmtModify":1703818391009,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Lol","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>Lol","text":"$Tilray Inc.(TLRY)$Lol","images":[{"img":"https://static.tigerbbs.com/3e2391e279b9d14b56bd0fe035522e82","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187543904","isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188795014,"gmtCreate":1623461255438,"gmtModify":1704204202419,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Malan","listText":"Malan","text":"Malan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188795014","repostId":"2142967204","repostType":4,"repost":{"id":"2142967204","pubTimestamp":1623431515,"share":"https://ttm.financial/m/news/2142967204?lang=&edition=fundamental","pubTime":"2021-06-12 01:11","market":"us","language":"en","title":"Software Provider Medallia Is Exploring a Potential Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2142967204","media":"Bloomberg","summary":"(Bloomberg) -- Customer survey software provider Medallia Inc. is exploring options including a pote","content":"<p>(Bloomberg) -- Customer survey software provider Medallia Inc. is exploring options including a potential sale, according to people familiar with the matter.</p>\n<p>The San Francisco-based company is working with a financial adviser, said the people, who asked to not be identified because the matter isn’t public. Private equity firms have expressed interest in buying the company, the people added.</p>\n<p>No final decision has been made and Medallia could opt to remain independent. A representative for the company declined to comment.</p>\n<p>Medallia shares climbed as much as 13% in New York after a temporary halt to trading, valuing Medallia at about $5 billion.</p>\n<p><b>Tech Take-Privates</b></p>\n<p>Private equity firms have been busy buying tech companies this year.. Public software companies have announced multi billion-dollar buyouts in recent months, including <a href=\"https://laohu8.com/S/CLDR\">Cloudera Inc.</a> and <a href=\"https://laohu8.com/S/PFPT\">Proofpoint</a> Inc.</p>\n<p>Companies hire Medallia to run surveys for improving customer service, according to its website.</p>\n<p>It competes with <a href=\"https://laohu8.com/S/XM\">Qualtrics International</a> Inc., which <a href=\"https://laohu8.com/S/SAP\">SAP SE</a> spun off last year into an independent public company. Medallia went public in 2019, and trades about 30% above its initial public offering price.</p>","source":"yahoofinance","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>Software Provider Medallia Is Exploring a Potential Sale</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\">\nSoftware Provider Medallia Is Exploring a Potential Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 01:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/software-provider-medallia-exploring-potential-171155657.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Customer survey software provider Medallia Inc. is exploring options including a potential sale, according to people familiar with the matter.\nThe San Francisco-based company is working...</p>\n\n<a href=\"https://finance.yahoo.com/news/software-provider-medallia-exploring-potential-171155657.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MDLA":"Medallia, Inc."},"source_url":"https://finance.yahoo.com/news/software-provider-medallia-exploring-potential-171155657.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142967204","content_text":"(Bloomberg) -- Customer survey software provider Medallia Inc. is exploring options including a potential sale, according to people familiar with the matter.\nThe San Francisco-based company is working with a financial adviser, said the people, who asked to not be identified because the matter isn’t public. Private equity firms have expressed interest in buying the company, the people added.\nNo final decision has been made and Medallia could opt to remain independent. A representative for the company declined to comment.\nMedallia shares climbed as much as 13% in New York after a temporary halt to trading, valuing Medallia at about $5 billion.\nTech Take-Privates\nPrivate equity firms have been busy buying tech companies this year.. Public software companies have announced multi billion-dollar buyouts in recent months, including Cloudera Inc. and Proofpoint Inc.\nCompanies hire Medallia to run surveys for improving customer service, according to its website.\nIt competes with Qualtrics International Inc., which SAP SE spun off last year into an independent public company. Medallia went public in 2019, and trades about 30% above its initial public offering price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188792886,"gmtCreate":1623461239245,"gmtModify":1704204201451,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Ww","listText":"Ww","text":"Ww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188792886","repostId":"2142204450","repostType":4,"repost":{"id":"2142204450","pubTimestamp":1623436495,"share":"https://ttm.financial/m/news/2142204450?lang=&edition=fundamental","pubTime":"2021-06-12 02:34","market":"us","language":"en","title":"Amazon Pushes More Into Top-Tier Sports With French Soccer","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204450","media":"Bloomberg","summary":"(Bloomberg) -- Amazon.com Inc. secured broadcast rights to most of France’s biggest soccer competiti","content":"<p>(Bloomberg) -- Amazon.com Inc. secured broadcast rights to most of France’s biggest soccer competition, prompting local pay-TV giant Canal+ to walk away from the league.</p>\n<p>France’s LFP soccer body awarded more than 300 top-flight Ligue 1 games to Amazon and 76 to Canal+ on Friday after the previous rights holder, Spain’s Mediapro, ended its contract early.</p>\n<p>Canal+ said it “regretted the LFP’s decision to choose Amazon’s proposal to the detriment of its historic partners Canal+ and BeIn Sports” and said it would no longer show league matches. That leaves a financing hole to fill for the French soccer authorities, since Canal+ was due to show some of the most-watched, expensive games.</p>\n<p>The award is the latest signal that Amazon is ready to bid for some of the most expensive sports rights to boost demand for its Prime Video platform. Amazon agreed to pay about 275 million euros ($333 million) a year for the matches it has secured, according to a person familiar with the negotiations.</p>\n<p>That’s a fraction of the sum Mediapro agreed to pay for the package before it handed the rights back, and is less than what Canal+ was paying for the rights to the 20% of top games it’s sub-licensing from BeIN. Amazon declined to comment on how much it paid. Mediapro’s deal to broadcast about 80% of the top French soccer games was valued at about 800 million euros annually, according to media reports.</p>\n<p>The Amazon deal “signals a new era for Ligue 1 as its matches are distributed on a digital streaming service for the very first time,” the e-commerce giant said in a statement. The Amazon Prime subscription service, which includes the Prime Video streaming platform, counts more than 200 million members worldwide. The Seattle-based company has already secured select games in England’s Premier League and pushed deeper into sports coverage in the U.S., acquiring rights to NFL games.</p>\n<p>A spokeswoman for Vivendi SE’s Canal+ declined to say more about the company’s decision to relinquish its rights.</p>\n<p>French soccer authorities have been desperate to inject fresh funds into the country’s struggling clubs and ensure local fans can continue to watch their domestic league featuring global stars such as Neymar da Silva Santos and Kylian Mbappe.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Pushes More Into Top-Tier Sports With French Soccer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Pushes More Into Top-Tier Sports With French Soccer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 02:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-pushes-more-top-tier-183455672.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Amazon.com Inc. secured broadcast rights to most of France’s biggest soccer competition, prompting local pay-TV giant Canal+ to walk away from the league.\nFrance’s LFP soccer body ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-pushes-more-top-tier-183455672.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U"},"source_url":"https://finance.yahoo.com/news/amazon-pushes-more-top-tier-183455672.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142204450","content_text":"(Bloomberg) -- Amazon.com Inc. secured broadcast rights to most of France’s biggest soccer competition, prompting local pay-TV giant Canal+ to walk away from the league.\nFrance’s LFP soccer body awarded more than 300 top-flight Ligue 1 games to Amazon and 76 to Canal+ on Friday after the previous rights holder, Spain’s Mediapro, ended its contract early.\nCanal+ said it “regretted the LFP’s decision to choose Amazon’s proposal to the detriment of its historic partners Canal+ and BeIn Sports” and said it would no longer show league matches. That leaves a financing hole to fill for the French soccer authorities, since Canal+ was due to show some of the most-watched, expensive games.\nThe award is the latest signal that Amazon is ready to bid for some of the most expensive sports rights to boost demand for its Prime Video platform. Amazon agreed to pay about 275 million euros ($333 million) a year for the matches it has secured, according to a person familiar with the negotiations.\nThat’s a fraction of the sum Mediapro agreed to pay for the package before it handed the rights back, and is less than what Canal+ was paying for the rights to the 20% of top games it’s sub-licensing from BeIN. Amazon declined to comment on how much it paid. Mediapro’s deal to broadcast about 80% of the top French soccer games was valued at about 800 million euros annually, according to media reports.\nThe Amazon deal “signals a new era for Ligue 1 as its matches are distributed on a digital streaming service for the very first time,” the e-commerce giant said in a statement. The Amazon Prime subscription service, which includes the Prime Video streaming platform, counts more than 200 million members worldwide. The Seattle-based company has already secured select games in England’s Premier League and pushed deeper into sports coverage in the U.S., acquiring rights to NFL games.\nA spokeswoman for Vivendi SE’s Canal+ declined to say more about the company’s decision to relinquish its rights.\nFrench soccer authorities have been desperate to inject fresh funds into the country’s struggling clubs and ensure local fans can continue to watch their domestic league featuring global stars such as Neymar da Silva Santos and Kylian Mbappe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188798417,"gmtCreate":1623461204239,"gmtModify":1704204199282,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188798417","repostId":"2142024122","repostType":4,"repost":{"id":"2142024122","pubTimestamp":1623437876,"share":"https://ttm.financial/m/news/2142024122?lang=&edition=fundamental","pubTime":"2021-06-12 02:57","market":"us","language":"en","title":"Moderna Says No Link Between COVID-19 Jab And Heart Inflammation","url":"https://stock-news.laohu8.com/highlight/detail?id=2142024122","media":"Benzinga","summary":"Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and ca","content":"<p><img src=\"https://static.tigerbbs.com/d1f671326f56d69d77095c4224c4a60a\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Moderna Inc</b>&nbsp;(NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis,&nbsp;based on a review of safety data.</p>\n<p>The Centers for Disease Control and Prevention (CDC) has identified 216 cases of heart inflammation after the first dose of an mRNA shot and another 573 cases after the second dose,&nbsp;Bloomberg reported.</p>\n<p>The median age of people with myocarditis or pericarditis following the first dose was 30 and 24 in the second-dose cases. There were 475 cases among people under 30.</p>\n<p>U.S. public health advisers will meet later this month to discuss a potential link between messenger RNA technology-based COVID-19 shots and heart inflammation.</p>\n<p>The technology is used by Moderna’s vaccine and&nbsp;<b>Pfizer Inc&nbsp;</b>(NYSE: PFE) -&nbsp;<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;</b>(NASDAQ: BNTX).</p>\n<p>Moderna said it “will continue to monitor these reports closely and is actively working with public health and regulatory authorities to further assess this issue.”</p>\n<p>Earlier this month,&nbsp;Israel’s Health Ministry also reportedly found&nbsp;a small number of heart inflammation cases, observed mainly in young men who received the Pfizer COVID-19 vaccine in Israel, were likely linked to their vaccination.</p>\n<p><b>Price Action:</b>&nbsp;MRNA shares are down 0.59% at $215.73 during the market session on the last check Friday.</p>\n<p></p>","source":"yahoofinance","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>Moderna Says No Link Between COVID-19 Jab And Heart Inflammation</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\">\nModerna Says No Link Between COVID-19 Jab And Heart Inflammation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 02:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis, based on a review of safety data.\nThe Centers for Disease ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","08237":"华星控股"},"source_url":"https://finance.yahoo.com/news/moderna-says-no-between-covid-185756853.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2142024122","content_text":"Moderna Inc (NASDAQ: MRNA) says there is no “causal association” between its COVID-19 vaccine and cases of myocarditis or pericarditis, based on a review of safety data.\nThe Centers for Disease Control and Prevention (CDC) has identified 216 cases of heart inflammation after the first dose of an mRNA shot and another 573 cases after the second dose, Bloomberg reported.\nThe median age of people with myocarditis or pericarditis following the first dose was 30 and 24 in the second-dose cases. There were 475 cases among people under 30.\nU.S. public health advisers will meet later this month to discuss a potential link between messenger RNA technology-based COVID-19 shots and heart inflammation.\nThe technology is used by Moderna’s vaccine and Pfizer Inc (NYSE: PFE) - BioNTech SE (NASDAQ: BNTX).\nModerna said it “will continue to monitor these reports closely and is actively working with public health and regulatory authorities to further assess this issue.”\nEarlier this month, Israel’s Health Ministry also reportedly found a small number of heart inflammation cases, observed mainly in young men who received the Pfizer COVID-19 vaccine in Israel, were likely linked to their vaccination.\nPrice Action: MRNA shares are down 0.59% at $215.73 during the market session on the last check Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188798103,"gmtCreate":1623461192402,"gmtModify":1704204198797,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188798103","repostId":"2142202973","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188791417,"gmtCreate":1623461175239,"gmtModify":1704204197829,"author":{"id":"3571108720891155","authorId":"3571108720891155","name":"At319","avatar":"https://static.tigerbbs.com/2867de163880a6862d6ed5e7d93902e8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571108720891155","authorIdStr":"3571108720891155"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188791417","repostId":"2142202973","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}