kylley412 personal page - To The Moon

kylley412

kylley412

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01-12

Hi guys, u can try to complete the task to get more points. This is easy! Let do it.

01-12

Hope to get better rank! 💪💪

2022-03-15

$NIO Inc.(NIO)$continue to do covered call to reduce my losses..[Cry]

2022-06-09

Ok

US STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%

2022-08-06

ok

Alibaba Is Still Not A Buy, Here's Why

2022-08-15

Ok

QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market

2022-05-26

Ok

Alibaba Beats Estimates for Quarterly Revenue

2022-03-25

$NIO Inc.(NIO)$please drop more..

2022-07-31

Oh

Sorry, the original content has been removed

2022-07-08

Ok

Is Nvidia Really A Bargain Or Is There More Pain Ahead?

2022-07-04

Ok

Invesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?

2022-06-10

Ok

US STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday

2022-08-11

Ok

Alibaba: More Bad News

2022-08-06

Ok

3 Monkeypox Stocks to Buy as Biden Declares Public Health Emergency

2022-06-13

Ok

AMD Stock is Poised For Upside, Says Analyst

2022-05-26

Ok

Nvidia Shares Drop 6.8% After-Hours on Disappointing Guidance, While Q1 Earnings Beat

03-30

My year to date gain is 20%, mainly from selling put option and selling call option. My favourite option trading strategy!

02-10

gong xi fa cai!!

01-12

Good monthly gain! Hope better next month!

01-12

choose the one with most volumn

Go to Tiger App to see more news

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year to date gain is 20%, mainly from selling put option and selling call option. My favourite option trading strategy!&nbsp;","listText":"My year to date gain is 20%, mainly from selling put option and selling call option. My favourite option trading strategy!&nbsp;","text":"My year to date gain is 20%, mainly from selling put option and selling call option. My favourite option trading strategy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289899029274784","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272386872074520,"gmtCreate":1707538496695,"gmtModify":1707539593455,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"gong xi fa cai!!","listText":"gong xi fa cai!!","text":"gong xi fa cai!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272386872074520","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262061026664520,"gmtCreate":1705014688212,"gmtModify":1705014692431,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi guys, u can try to complete the task to get more points. This is easy! Let do it.&nbsp;","listText":"Hi guys, u can try to complete the task to get more points. This is easy! Let do it.&nbsp;","text":"Hi guys, u can try to complete the task to get more points. This is easy! Let do it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/262061026664520","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262059823161480,"gmtCreate":1705014292743,"gmtModify":1705014297703,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good monthly gain! Hope better next month!&nbsp;","listText":"Good monthly gain! Hope better next month!&nbsp;","text":"Good monthly gain! Hope better next month!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262059823161480","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262059337056520,"gmtCreate":1705014186666,"gmtModify":1705014191403,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hope to get better rank! 💪💪","listText":"Hope to get better rank! 💪💪","text":"Hope to get better rank! 💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262059337056520","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262058775564304,"gmtCreate":1705013938347,"gmtModify":1705013942733,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"choose the one with most volumn","listText":"choose the one with most volumn","text":"choose the one with most volumn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262058775564304","isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919058564,"gmtCreate":1663715701758,"gmtModify":1676537319747,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Grin]&nbsp;","listText":"[Grin]&nbsp;","text":"[Grin]","images":[{"img":"https://community-static.tradeup.com/news/5a5b6583564c95a7be4f525f2fb622e9","width":"1080","height":"1457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919058564","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9910734834,"gmtCreate":1663681793629,"gmtModify":1676537314635,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"For oversea user who trade only US stock,&nbsp;it is best if can directly convert from local currency to USD without the need to convert to SGD first. This will help smooth the fund transfer process.&nbsp;","listText":"For oversea user who trade only US stock,&nbsp;it is best if can directly convert from local currency to USD without the need to convert to SGD first. This will help smooth the fund transfer process.&nbsp;","text":"For oversea user who trade only US stock, it is best if can directly convert from local currency to USD without the need to convert to SGD first. This will help smooth the fund transfer process.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9910734834","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999510090,"gmtCreate":1660550069713,"gmtModify":1676534139698,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999510090","repostId":"1144854810","repostType":2,"repost":{"id":"1144854810","pubTimestamp":1660531821,"share":"https://www.laohu8.com/m/news/1144854810?lang=&edition=full","pubTime":"2022-08-15 10:50","market":"us","language":"en","title":"QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1144854810","media":"Seeking Alpha","summary":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalu","content":"<html><head></head><body><p>Summary</p><ul><li>The NASDAQ 100 and QQQ have rallied by more than 20%.</li><li>The rally has sent the ETF into overvalued territory.</li><li>These types of rallies are not unusual in bear markets.</li></ul><p>The <a href=\"https://laohu8.com/S/QQQ\">NASDAQ 100 ETF </a> has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.</p><p>To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.</p><p><img src=\"https://static.tigerbbs.com/7ee829b252d213c4e2c7c6d7c899c5e4\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"/></p><p>On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.</p><p><img src=\"https://static.tigerbbs.com/db8563429b858ca869af5a886e29246c\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.</p><p><img src=\"https://static.tigerbbs.com/264661dda3e45345c5625686c8846c05\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3>Financial Conditions Have Eased</h3><p>The reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.</p><p><img src=\"https://static.tigerbbs.com/c50bda76b467b292dd43b745f4915dcc\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.</p><p><img src=\"https://static.tigerbbs.com/fc6e09dd2a5961be2a269fb295da0c02\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.</p><h3>Not Unusual Activity</h3><p>Additionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.</p><p><img src=\"https://static.tigerbbs.com/7c7b523deafd04d85a2dc6a63b7315f7\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.</p><p><img src=\"https://static.tigerbbs.com/113be0acec98248b02c17f46b3ddbd53\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.</p><p>The rally, although nice, isn&#39;t likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed&#39;s 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market</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\">\nQQQ: The Stock Market Rally Is Not The Start Of A New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF  has seen an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144854810","content_text":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF  has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.Financial Conditions Have EasedThe reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.Not Unusual ActivityAdditionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.The rally, although nice, isn't likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed's 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907519346,"gmtCreate":1660215560488,"gmtModify":1703479159814,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907519346","repostId":"1103823286","repostType":2,"repost":{"id":"1103823286","pubTimestamp":1660231920,"share":"https://www.laohu8.com/m/news/1103823286?lang=&edition=full","pubTime":"2022-08-11 23:32","market":"us","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba&#39;s shares are trading at seemingly attractive valuation multiples but investors shouldn&#39;t fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it&#39;s now rife with problems, speculation and stretched assumptions. In this article, I&#39;ll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let&#39;s take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba&#39;s shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn&#39;t have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let&#39;s shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba&#39;s shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba&#39;s US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba&#39;s shares should ideally be trading at a discount compared to its US-based peers in the first place, but it&#39;s actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn&#39;t hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba&#39;s growth prospects and it&#39;s admittedly a silver lining in the whole contrarian narrative.</p><p>But there&#39;s a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street&#39;s forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don&#39;t open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they&#39;re going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I&#39;ve been warning investors that the regulators haven&#39;t been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won&#39;t make a difference. But it will. The prospect of Alibaba&#39;s shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it&#39;s not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it&#39;s rife with issues.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: More Bad News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905998447,"gmtCreate":1659790285392,"gmtModify":1703766557918,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905998447","repostId":"1102529925","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905998269,"gmtCreate":1659790207154,"gmtModify":1703766557592,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905998269","repostId":"1136904781","repostType":4,"repost":{"id":"1136904781","pubTimestamp":1659757961,"share":"https://www.laohu8.com/m/news/1136904781?lang=&edition=full","pubTime":"2022-08-06 11:52","market":"us","language":"en","title":"Alibaba Is Still Not A Buy, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1136904781","media":"Seeking Alpha","summary":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-exp","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.</li><li>Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.</li><li>However, the risks that were associated with Alibaba stock&#39;s selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.</li><li>Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.</li></ul><p>Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba&#39;s history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.</p><p>Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market&#39;s cautions about the Alibaba stock.</p><p>While Alibaba&#39;s valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba&#39;s rebounds observed over the past year underscores that the underlying risks to the investment continue to &#34;outweigh any favorable valuation.&#34;</p><p>Considering Alibaba&#39;s long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.</p><p><b>The Risks Are Still There</b></p><p>Alibaba stock&#39;s downturn began in late 2020, when heightening regulatory concerns drove a &#34;valuation reset&#34; in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba&#39;s fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.</p><p><b>1. Regulatory Crackdowns</b></p><p>Recent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.</p><p>Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors&#39; confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.</p><p>And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors&#39; confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country&#39;s largest data breaches in history.</p><p>In addition to fines, the regulatory scrutiny surrounding Alibaba&#39;s business has also resulted in other adverse impacts to its fundamental performance. The company&#39;s cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit&#39;s market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei&#39;s cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba&#39;s consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba&#39;s highly profitable cloud business observed in the fiscal first quarter - the segment&#39;s revenues only grew 10% y/y, the slowest pace on record.</p><p>The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers&#39; pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba&#39;s comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba&#39;s deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.</p><p>Yet, given the regulatory overhaul that has taken place over the past year, Alibaba&#39;s growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.</p><p><b>2. Holding Foreign Companies Accountable Act (&#34;HFCAA&#34;)</b></p><p>Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.</p><p>Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors&#39; fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.</p><p>In the latest development, the China Securities Regulatory Commission (&#34;CSRC&#34;) is &#34;considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,&#34; but the agency would still like the ability to &#34;withhold sensitive data from inspection&#34; where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess &#34;unredacted&#34; audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries &#34;have yet to reach a conclusive agreement on moving forward with the checks.&#34;</p><p>As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given &#34;increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia&#39;s largest economy.&#34; Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while &#34;Florida&#39;s pension system has halted new investments in China [altogether] as it assesses the risks.&#34; Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.</p><p>While Alibaba&#39;s recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was &#34;about $700 million, compared to about $3.2 billion in the U.S.&#34; Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock&#39;s future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company&#39;s addition to the SEC&#39;s HFCAA shortlist as discussed in the earlier section.</p><p><b>3. Global Economic Uncertainties</b></p><p>Even internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the &#34;618&#34; bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.</p><p>This has added pressure to Alibaba&#39;s recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba&#39;s core commerce platforms - in its core China commerce retail segment &#34;declined mid-single-digit y/y&#34; during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba&#39;s &#34;88VIP&#34; members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period&#39;s GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.</p><p>The slowing global economy is also threatening to derail Alibaba&#39;s recent shift in focus to growing its international e-commerce platforms. Alibaba&#39;s international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba&#39;s major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba&#39;s plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU&#39;s removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba&#39;s ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.</p><p><b>Alibaba Stock - Fundamental and Valuation Update</b></p><p>Adjusting our previous forecast for Alibaba&#39;s actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba&#39;s growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.</p><p>And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba&#39;s business over the longer-term to remain in moderation.</p><p><img src=\"https://static.tigerbbs.com/1b23ccb7b6e755cf0baabe2ebb626b35\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (RMB) (Author)</p><p><img src=\"https://static.tigerbbs.com/49f4dec53abacb221e7b157ebc0da0ec\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (USD) (Author)</p><p>On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China&#39;s long-term GDP outlook considering Alibaba&#39;s growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector&#39;s risks.</p><p><img src=\"https://static.tigerbbs.com/7d51c258a7e0988da0491680f467d4a9\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Analysis (Author)</p><p>However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China&#39;s long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.</p><p><img src=\"https://static.tigerbbs.com/478fbc394cf5dd111f0a9104aebcd4b0\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Sensitivity (Author)</p><p>Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors&#39; confidence in the performance of U.S.-listed Chinese equities.</p><p><b>Final Thoughts</b></p><p>In the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.</p><p>For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba&#39;s fundamental performance - a double-whammy to its market value.</p><p>Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Is Still Not A Buy, Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Still Not A Buy, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136904781","content_text":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.However, the risks that were associated with Alibaba stock's selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba's history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market's cautions about the Alibaba stock.While Alibaba's valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba's rebounds observed over the past year underscores that the underlying risks to the investment continue to \"outweigh any favorable valuation.\"Considering Alibaba's long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.The Risks Are Still ThereAlibaba stock's downturn began in late 2020, when heightening regulatory concerns drove a \"valuation reset\" in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba's fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.1. Regulatory CrackdownsRecent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors' confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors' confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country's largest data breaches in history.In addition to fines, the regulatory scrutiny surrounding Alibaba's business has also resulted in other adverse impacts to its fundamental performance. The company's cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit's market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei's cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba's consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba's highly profitable cloud business observed in the fiscal first quarter - the segment's revenues only grew 10% y/y, the slowest pace on record.The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers' pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba's comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba's deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.Yet, given the regulatory overhaul that has taken place over the past year, Alibaba's growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.2. Holding Foreign Companies Accountable Act (\"HFCAA\")Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors' fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.In the latest development, the China Securities Regulatory Commission (\"CSRC\") is \"considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,\" but the agency would still like the ability to \"withhold sensitive data from inspection\" where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess \"unredacted\" audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries \"have yet to reach a conclusive agreement on moving forward with the checks.\"As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given \"increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia's largest economy.\" Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while \"Florida's pension system has halted new investments in China [altogether] as it assesses the risks.\" Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.While Alibaba's recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was \"about $700 million, compared to about $3.2 billion in the U.S.\" Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock's future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company's addition to the SEC's HFCAA shortlist as discussed in the earlier section.3. Global Economic UncertaintiesEven internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the \"618\" bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.This has added pressure to Alibaba's recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba's core commerce platforms - in its core China commerce retail segment \"declined mid-single-digit y/y\" during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba's \"88VIP\" members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period's GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.The slowing global economy is also threatening to derail Alibaba's recent shift in focus to growing its international e-commerce platforms. Alibaba's international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba's major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba's plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU's removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba's ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.Alibaba Stock - Fundamental and Valuation UpdateAdjusting our previous forecast for Alibaba's actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba's growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba's business over the longer-term to remain in moderation.Alibaba Financial Forecast (RMB) (Author)Alibaba Financial Forecast (USD) (Author)On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China's long-term GDP outlook considering Alibaba's growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector's risks.Alibaba Valuation Analysis (Author)However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China's long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.Alibaba Valuation Sensitivity (Author)Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors' confidence in the performance of U.S.-listed Chinese equities.Final ThoughtsIn the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba's fundamental performance - a double-whammy to its market value.Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901450581,"gmtCreate":1659250170043,"gmtModify":1676536277643,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901450581","repostId":"1165172007","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901875489,"gmtCreate":1659173361341,"gmtModify":1676536268752,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[{"img":"https://community-static.tradeup.com/news/bf17c372129d35fe1199599361e429d8","width":"1080","height":"1457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901875489","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9078260997,"gmtCreate":1657694522619,"gmtModify":1676536047575,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078260997","repostId":"2251904249","repostType":2,"repost":{"id":"2251904249","pubTimestamp":1657684996,"share":"https://www.laohu8.com/m/news/2251904249?lang=&edition=full","pubTime":"2022-07-13 12:03","market":"us","language":"en","title":"Wednesday’s CPI Report: 3 Ways to Trade it With Options","url":"https://stock-news.laohu8.com/highlight/detail?id=2251904249","media":"TheStreet","summary":"The market has been trying to predict the result of tomorrow’s CPI Report for weeks. Monday afternoo","content":"<html><head></head><body><p>The market has been trying to predict the result of tomorrow’s CPI Report for weeks. Monday afternoon, the White House may have given us a hint…</p><p><img src=\"https://static.tigerbbs.com/509c2707ca1aefecef37cb6f6f16e062\" tg-width=\"747\" tg-height=\"747\" width=\"100%\" height=\"auto\"/></p><p><i>They should have used the “</i><b>Spoiler Alert</b><i>” tag.</i></p><p>But that is a vague prediction, and it doesn’t mean we know how the market will react. So let’s look at some statistics about how the market has reacted on prior CPI Report days in order to get a better grip on our directional bias.</p><h2>CPI Report Days in 2022: Stock Market Stats</h2><p>Of the last six CPI Report days, the  (<b>^SPY</b>)  has <b>opened</b> lower 66% of the time (four out of six):</p><ul><li>February 10th (-1.4% — CPI: 7.5 vs 7.2 Fed consensus)</li><li>March 10th (-1.1% — CPI: 7.9 vs 7.9 Fed consensus)</li><li>May 11th (-0.02% — CPI: 8.3 vs 8.1 Fed consensus)</li><li>June 10th (-1.66% — CPI: 8.6 vs 8.3 Fed consensus)</li></ul><p>Notably, three of those four red opens were greater than 1% moves.</p><p>On the two occasions in 2022 where the CPI Report spawned a green open, the results were lackluster:</p><ul><li>January 12th (+0.6% — CPI: 7.0 vs 7.0 Fed consensus)</li><li>April 12th (+0.71% — CPI: 8.5 vs 8.4 Fed consensus)</li></ul><p><b>Average SPY open on a CPI Report Day in 2022</b>: -0.478%</p><p>A look at the closing statistics show an even more grim picture: five out of the last six CPI Report days resulted in red closes in the SPY. The only green close was on January 12th — a nano-gain of 0.27%.</p><p>Of the last six CPI Report days, the S&amp;P 500 has only closed higher than its opening price one time — March (-1.1% open → -0.45% close).</p><p><b>Average SPY close on a CPI Report Day in 2022</b>: -0.875%</p><p>Is this an article telling you to get bearish? <b><u>Absolutely not</u></b>. These are simply the statistics from 2022’s CPI Reports. It’s worth noting that of the six CPI Reports in 2022, all have been either in line with consensus estimates or negative inflationary surprises. That means 2022 has not yet seen a CPI Report in which the actual inflation number comes in below the consensus estimate — if it did, maybe these numbers would look a little less ominous.</p><p>And there are plenty of smart analysts out there who think that this time could be <b><i>the</i></b><b> time</b>. After all, inflation doesn’t even need to <i>fall </i>to beat estimates. The Fed&#39;s consensus for June’s CPI (which is what tomorrow’s report will measure) is 8.8% — 0.2% higher than last month’s 8.6%. If core inflation only rises by a tenth of a percent — boom — there’s your first positive CPI surprise of 2022.</p><p>Now that the data’s in your hands, it’s time to make a decision: are you bullish, bearish, or neutral?</p><p>No matter what your directional bias is, we&#39;ve got good news: there&#39;s an option strategy for that.</p><h2>If the July 13th CPI Report has you feeling market-neutral…</h2><p>You might consider a short iron condor. Short iron condors are one of the most popular market-neutral strategies. The short iron condor is a great choice if you’re feeling like the CPI is about to be a big nothingburger. (<b>Side note</b>: Today, this writer learned “nothingburger” is actually a <i>real</i> word in the <i>real</i> dictionary. English is a strange language.)</p><p>Aside from being a market-neutral strategy (meaning they work best when the stock stays put), short iron condors have two big <i>potential</i> benefits:</p><ul><li>They are positive theta — they gain value with the passing of time</li><li>They are negative vega — they gain value as volatility decreases</li></ul><p>With the VIX riding well above its mean average and currently indicating a daily move of more than 1.6%, that last part could be a particularly big benefit if you’re thinking that this Wednesday will look anything like January 12th (+0.6% open → +0.27% close) or April 12th (+0.71% open → -0.37% close).</p><p>So if you’re skeptical about the big move that the market has priced in, you could consider a short iron condor in SPY. To construct this trade, you’d likely want to use an expiration between next Friday (7/22) and the following Wednesday (7/27). That two-week to expiration zone is the “sweet spot” of theta decay, where time decay begins to ramp up.</p><p><b>Example construction of the short iron condor:</b></p><p>Let’s say you wanted to give yourself a 10% buffer and feel strongly that SPY will remain squarely between $400 and $365. If you’re seeking to risk roughly $400 for a maximum credit of $100, you could opt to sell an iron condor at the 360/365/400/405 strike, and the 7/22 expiration.</p><p>In other words, that would mean selling two credit spreads. In other-other words, that would mean selling two options that were closer-to-the-money (in this example, the $365 put and the $400 call) and buying two options that were further-from-the-money (in this example, the $360 put and the $405 call).</p><p>Of course, this is an example trade using numbers from Monday’s close. It’s just an idea! If you’re feeling neutral about the CPI Report, please do your own diligence, and select strikes that you feel comfortable with — bonus points if you use technical levels to do so!</p><h2>If the July 13th CPI Report has you feeling bullish…</h2><p>If you’re feeling like the analysts at J.P. Morgan and Morningstar are onto something, then you might be thinking Wednesday is the time to get bullish on the market. That said, if the market action on the prior six CPI Report days is any sign of what’s to come, it’s probably better for bulls to bet on <i>capped </i>gains than it is to swing for the fences. Remember: the two CPI Reports with green opens were both less than 1%, and they both closed lower than they opened.</p><p>So, if you were going to make a tempered bullish bet, you could consider deploying the credit spread! As stated above, volatility is relatively high right now, and when the S&amp;P 500 rises, it typically sends the VIX lower — much like the short iron condor, your credit spreads will love this (remember, a short iron condor is just two credit spreads mashed together!).</p><p>To construct a bullish credit spread trade that benefits from a decline in volatility and isn’t asking for a big CPI-day SPY gain, you could simply use the bottom half of the short iron condor from above — the 365/360 put credit spread expiring on 7/22. To construct that, you would sell the more expensive $365 strike put, and buy the cheaper $360 strike put as downside protection. If SPY goes up, the cost of your credit spread goes down, giving you a chance to lock in some of that upfront credit! If SPY stays stagnant, that’s fine too! If by the expiration, SPY remains higher than your short put strike ($365, in this case), you win! The profit is all yours.</p><p>Just like the short iron condor above, this is an <i>example</i> trade. If you’re really bullish, you could pick up an at-the-money call debit spread instead! Or if you’re really, <i>really</i> bullish, you could just buy calls. But if we’re judging from the previous 2022 CPI Reports, it’s probably better for bulls to aim for base hits rather than home runs here.</p><h2>If the July 13th CPI Report has you feeling bearish…</h2><p>If you saw that White House tweet and thought, “okay, they’re warning us ahead of time, <b>that’s a red flag</b>” — then you’re probably already zipping up your bear suit. If so, you likely don’t need to get fancy with this one. A long put or a long put debit spread will offer plenty of bearish exposure. When markets fall, volatility often rises swiftly. Both the long put and the long put debit spread are positive vega — they benefit from a rise in volatility. The difference between the two is the level of bearishness.</p><p>If you’re expecting a dramatic, sharp move to the downside (akin to February 10th and June 10th’s market reaction), you could opt for the long put. Select a strike with a breakeven that you feel comfortable with, don’t go <i>too</i> far out-of-the-money, and don’t risk more than you’re comfortable with losing.</p><p>If you’re expecting a move that’s more mildly bearish (like March 10th or April 12th) then you might be better off with an at-the-money put debit spread that can benefit from even a soft move lower.</p><p><b>The Bottom Line</b>: Do we have to say it again? <b>These are NOT trade recommendations</b>. No one knows what is going to happen on Wednesday. But by taking in all the data before you, including analyst projections, past market reactions, and the White House’s eerily foreshadowing press conference from Monday, you can make an educated prediction — and you can use options to bring that prediction to life.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wednesday’s CPI Report: 3 Ways to Trade it With Options</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\">\nWednesday’s CPI Report: 3 Ways to Trade it With Options\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 12:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/options/wednesdays-cpi-report-3-ways-to-trade-it-with-options><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market has been trying to predict the result of tomorrow’s CPI Report for weeks. Monday afternoon, the White House may have given us a hint…They should have used the “Spoiler Alert” tag.But that ...</p>\n\n<a href=\"https://www.thestreet.com/investing/options/wednesdays-cpi-report-3-ways-to-trade-it-with-options\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","BK4504":"桥水持仓","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","UVXY":"1.5倍做多波动率指数短期期货ETF-ProShares",".SPX":"S&P 500 Index","OEX":"标普100","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓"},"source_url":"https://www.thestreet.com/investing/options/wednesdays-cpi-report-3-ways-to-trade-it-with-options","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251904249","content_text":"The market has been trying to predict the result of tomorrow’s CPI Report for weeks. Monday afternoon, the White House may have given us a hint…They should have used the “Spoiler Alert” tag.But that is a vague prediction, and it doesn’t mean we know how the market will react. So let’s look at some statistics about how the market has reacted on prior CPI Report days in order to get a better grip on our directional bias.CPI Report Days in 2022: Stock Market StatsOf the last six CPI Report days, the  (^SPY)  has opened lower 66% of the time (four out of six):February 10th (-1.4% — CPI: 7.5 vs 7.2 Fed consensus)March 10th (-1.1% — CPI: 7.9 vs 7.9 Fed consensus)May 11th (-0.02% — CPI: 8.3 vs 8.1 Fed consensus)June 10th (-1.66% — CPI: 8.6 vs 8.3 Fed consensus)Notably, three of those four red opens were greater than 1% moves.On the two occasions in 2022 where the CPI Report spawned a green open, the results were lackluster:January 12th (+0.6% — CPI: 7.0 vs 7.0 Fed consensus)April 12th (+0.71% — CPI: 8.5 vs 8.4 Fed consensus)Average SPY open on a CPI Report Day in 2022: -0.478%A look at the closing statistics show an even more grim picture: five out of the last six CPI Report days resulted in red closes in the SPY. The only green close was on January 12th — a nano-gain of 0.27%.Of the last six CPI Report days, the S&P 500 has only closed higher than its opening price one time — March (-1.1% open → -0.45% close).Average SPY close on a CPI Report Day in 2022: -0.875%Is this an article telling you to get bearish? Absolutely not. These are simply the statistics from 2022’s CPI Reports. It’s worth noting that of the six CPI Reports in 2022, all have been either in line with consensus estimates or negative inflationary surprises. That means 2022 has not yet seen a CPI Report in which the actual inflation number comes in below the consensus estimate — if it did, maybe these numbers would look a little less ominous.And there are plenty of smart analysts out there who think that this time could be the time. After all, inflation doesn’t even need to fall to beat estimates. The Fed's consensus for June’s CPI (which is what tomorrow’s report will measure) is 8.8% — 0.2% higher than last month’s 8.6%. If core inflation only rises by a tenth of a percent — boom — there’s your first positive CPI surprise of 2022.Now that the data’s in your hands, it’s time to make a decision: are you bullish, bearish, or neutral?No matter what your directional bias is, we've got good news: there's an option strategy for that.If the July 13th CPI Report has you feeling market-neutral…You might consider a short iron condor. Short iron condors are one of the most popular market-neutral strategies. The short iron condor is a great choice if you’re feeling like the CPI is about to be a big nothingburger. (Side note: Today, this writer learned “nothingburger” is actually a real word in the real dictionary. English is a strange language.)Aside from being a market-neutral strategy (meaning they work best when the stock stays put), short iron condors have two big potential benefits:They are positive theta — they gain value with the passing of timeThey are negative vega — they gain value as volatility decreasesWith the VIX riding well above its mean average and currently indicating a daily move of more than 1.6%, that last part could be a particularly big benefit if you’re thinking that this Wednesday will look anything like January 12th (+0.6% open → +0.27% close) or April 12th (+0.71% open → -0.37% close).So if you’re skeptical about the big move that the market has priced in, you could consider a short iron condor in SPY. To construct this trade, you’d likely want to use an expiration between next Friday (7/22) and the following Wednesday (7/27). That two-week to expiration zone is the “sweet spot” of theta decay, where time decay begins to ramp up.Example construction of the short iron condor:Let’s say you wanted to give yourself a 10% buffer and feel strongly that SPY will remain squarely between $400 and $365. If you’re seeking to risk roughly $400 for a maximum credit of $100, you could opt to sell an iron condor at the 360/365/400/405 strike, and the 7/22 expiration.In other words, that would mean selling two credit spreads. In other-other words, that would mean selling two options that were closer-to-the-money (in this example, the $365 put and the $400 call) and buying two options that were further-from-the-money (in this example, the $360 put and the $405 call).Of course, this is an example trade using numbers from Monday’s close. It’s just an idea! If you’re feeling neutral about the CPI Report, please do your own diligence, and select strikes that you feel comfortable with — bonus points if you use technical levels to do so!If the July 13th CPI Report has you feeling bullish…If you’re feeling like the analysts at J.P. Morgan and Morningstar are onto something, then you might be thinking Wednesday is the time to get bullish on the market. That said, if the market action on the prior six CPI Report days is any sign of what’s to come, it’s probably better for bulls to bet on capped gains than it is to swing for the fences. Remember: the two CPI Reports with green opens were both less than 1%, and they both closed lower than they opened.So, if you were going to make a tempered bullish bet, you could consider deploying the credit spread! As stated above, volatility is relatively high right now, and when the S&P 500 rises, it typically sends the VIX lower — much like the short iron condor, your credit spreads will love this (remember, a short iron condor is just two credit spreads mashed together!).To construct a bullish credit spread trade that benefits from a decline in volatility and isn’t asking for a big CPI-day SPY gain, you could simply use the bottom half of the short iron condor from above — the 365/360 put credit spread expiring on 7/22. To construct that, you would sell the more expensive $365 strike put, and buy the cheaper $360 strike put as downside protection. If SPY goes up, the cost of your credit spread goes down, giving you a chance to lock in some of that upfront credit! If SPY stays stagnant, that’s fine too! If by the expiration, SPY remains higher than your short put strike ($365, in this case), you win! The profit is all yours.Just like the short iron condor above, this is an example trade. If you’re really bullish, you could pick up an at-the-money call debit spread instead! Or if you’re really, really bullish, you could just buy calls. But if we’re judging from the previous 2022 CPI Reports, it’s probably better for bulls to aim for base hits rather than home runs here.If the July 13th CPI Report has you feeling bearish…If you saw that White House tweet and thought, “okay, they’re warning us ahead of time, that’s a red flag” — then you’re probably already zipping up your bear suit. If so, you likely don’t need to get fancy with this one. A long put or a long put debit spread will offer plenty of bearish exposure. When markets fall, volatility often rises swiftly. Both the long put and the long put debit spread are positive vega — they benefit from a rise in volatility. The difference between the two is the level of bearishness.If you’re expecting a dramatic, sharp move to the downside (akin to February 10th and June 10th’s market reaction), you could opt for the long put. Select a strike with a breakeven that you feel comfortable with, don’t go too far out-of-the-money, and don’t risk more than you’re comfortable with losing.If you’re expecting a move that’s more mildly bearish (like March 10th or April 12th) then you might be better off with an at-the-money put debit spread that can benefit from even a soft move lower.The Bottom Line: Do we have to say it again? These are NOT trade recommendations. No one knows what is going to happen on Wednesday. But by taking in all the data before you, including analyst projections, past market reactions, and the White House’s eerily foreshadowing press conference from Monday, you can make an educated prediction — and you can use options to bring that prediction to life.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079490098,"gmtCreate":1657234897814,"gmtModify":1676535973362,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079490098","repostId":"2249459423","repostType":4,"repost":{"id":"2249459423","pubTimestamp":1657208203,"share":"https://www.laohu8.com/m/news/2249459423?lang=&edition=full","pubTime":"2022-07-07 23:36","market":"us","language":"en","title":"Is Nvidia Really A Bargain Or Is There More Pain Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2249459423","media":"Seeking Alpha","summary":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by le","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.</li><li>Although this dynamic is counterintuitive to Nvidia&#39;s improving business fundamentals, there is a solid reason for it.</li><li>Unfortunately for shareholders who bought at the highs, the company&#39;s share price might not recover to its 2021 highs anytime soon.</li></ul><p>About ten months ago I took a deep dive into <a href=\"https://laohu8.com/S/NVDA\">NVIDIA&#39;s</a> share price and laid out my thesis on why investors should be less concerned about the company&#39;s business fundamentals and laser focused on its momentum exposure.</p><p>Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company&#39;s actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&amp;P 500 fell by slightly less than 15%.</p><p><img src=\"https://static.tigerbbs.com/fdb65cce970f34d2aeacdfd2b31ac71d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia&#39;s high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.</p><p><img src=\"https://static.tigerbbs.com/39e15815bfc09727371b477bf89f4a94\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/>Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.</p><p><img src=\"https://static.tigerbbs.com/89db1405a7e4c9d299b65404553554a0\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>A somehow slowing topline growth rate could be partially to blame, however, Nvidia&#39;s revenue forward growth rate is not very different now from what it was back in September of 2021.</p><p><img src=\"https://static.tigerbbs.com/603bf1b08117128bd80fd3deae02c63f\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company&#39;s share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&amp;P 500 even on a risk adjusted basis.</p><p><img src=\"https://static.tigerbbs.com/feae396374468950c5e366af1e28a850\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><h3>So what happened?</h3><p>To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company&#39;s poor performance during the past 10-month period.</p><p>I also explained how the whole process works in my thought piece called &#39;The Cloud Space In Numbers: What Matters The Most&#39;, where I did a case study based on another high-growth sector.</p><p>Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.</p><p><img src=\"https://static.tigerbbs.com/06f73d8185b657e7c3045f0fdd9e39e1\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/>Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.</p><p>One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia&#39;s GPUs also sets it apart from AMD, which is valued at much lower multiples.</p><h3>Is Nvidia stock a bargain?</h3><p>Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.</p><p><img src=\"https://static.tigerbbs.com/7856a9f7e7b2dace82df33f3ec1bfc4e\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/>Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia&#39;s products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.</p><p><img src=\"https://static.tigerbbs.com/4ed63ee078dc5e43574939faba9caa43\" tg-width=\"494\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/>This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.</p><p>The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.</p><p>Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).</p><p><img src=\"https://static.tigerbbs.com/0dd24b3cbc9dfbd04a89a8c6cdb27818\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>More importantly for Nvidia&#39;s share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).</p><p><img src=\"https://static.tigerbbs.com/e8d575869822d2149a84ac8caea4fcf5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>As a result, Nvidia&#39;s share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company&#39;s fundamentals remaining strong.</p><p>On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021&#39;s highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Really A Bargain Or Is There More Pain Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Really A Bargain Or Is There More Pain Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249459423","content_text":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving business fundamentals, there is a solid reason for it.Unfortunately for shareholders who bought at the highs, the company's share price might not recover to its 2021 highs anytime soon.About ten months ago I took a deep dive into NVIDIA's share price and laid out my thesis on why investors should be less concerned about the company's business fundamentals and laser focused on its momentum exposure.Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company's actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&P 500 fell by slightly less than 15%.Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia's high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.A somehow slowing topline growth rate could be partially to blame, however, Nvidia's revenue forward growth rate is not very different now from what it was back in September of 2021.As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company's share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&P 500 even on a risk adjusted basis.So what happened?To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company's poor performance during the past 10-month period.I also explained how the whole process works in my thought piece called 'The Cloud Space In Numbers: What Matters The Most', where I did a case study based on another high-growth sector.Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia's GPUs also sets it apart from AMD, which is valued at much lower multiples.Is Nvidia stock a bargain?Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia's products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).More importantly for Nvidia's share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).As a result, Nvidia's share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company's fundamentals remaining strong.On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021's highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047221547,"gmtCreate":1656930425289,"gmtModify":1676535917471,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047221547","repostId":"1174050373","repostType":2,"repost":{"id":"1174050373","pubTimestamp":1656927367,"share":"https://www.laohu8.com/m/news/1174050373?lang=&edition=full","pubTime":"2022-07-04 17:36","market":"us","language":"en","title":"Invesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1174050373","media":"AskTraders","summary":"Key points:The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.QQQ tracks the Nasda","content":"<html><head></head><body><p>Key points:</p><ul><li>The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.</li><li>QQQ tracks the Nasdaq’s performance and can be traded, unlike the index.</li><li>So should you buy qqq stock? Read on to find out.</li></ul><p>The Invesco QQQ Trust Series 1 (NASDAQ: QQQ) stock price has fallen 29.9% this year, mimicking the Nasdaq 100 index’s drop over the same period. However, now that half of this year is gone, should you buy QQQ stock in anticipation of a future rally? Read on to find out what could be coming next.</p><p>The Invesco QQQ Trust ETF tracks the performance of the tech-heavy NASDAQ 100 index, which is why if you compare the QQQ stock chart and the Nasdaq 100 index chart, you will see that they are almost identical. Since QQQ is not an inverse or leveraged ETF, its performance is almost a replica of the Nasdaq 100’s performance.</p><p>For those wondering whether it is the right time to buy qqq stock. The short answer is no, not yet. The Nasdaq index still shows weakness as investors brace for another rate hike this month. In addition, investors are concerned that the rising interest rates will continue hurting the tech and growth stocks that populate the Nasdaq 100 index.</p><p>Therefore, tech stocks and the Nasdaq index will remain under pressure until the US Federal Reserve shifts its monetary policy stance from extremely hawkish to dovish, indicating a slow down in its rate hiking cycle.</p><p>There is also the issue of the record-high inflation that has left many consumers with less disposable income. As a result, many are now cutting back on unnecessary expenditures as food and energy costs take up a significant percentage of their income.</p><p>Lastly, we are seeing many companies pausing hiring activities in anticipation of much more challenging times ahead, which could lead to higher unemployment figures in the United States, further compounding the already challenging business environment.</p><p>The crypto sector has also been hit hard as cryptos crashed with stocks once the Federal Reserve started withdrawing liquidity from the markets. Therefore, until the underlying economic and macro factors change, we cannot say that the worst is over for the Nasdaq and, in conjunction, the qqq stock.</p><p>*This is not investment advice. Always do your due diligence before making investment decisions.</p><p><img src=\"https://static.tigerbbs.com/a21a1b11ff91e181ed21fd9ff2a1df47\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1655701960376","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>Invesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?</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\">\nInvesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.asktraders.com/analysis/invesco-qqq-trust-qqq-stock-price-is-down-29-9-ytd-is-it-a-buy/><strong>AskTraders</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key points:The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.QQQ tracks the Nasdaq’s performance and can be traded, unlike the index.So should you buy qqq stock? Read on to find out...</p>\n\n<a href=\"https://www.asktraders.com/analysis/invesco-qqq-trust-qqq-stock-price-is-down-29-9-ytd-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF"},"source_url":"https://www.asktraders.com/analysis/invesco-qqq-trust-qqq-stock-price-is-down-29-9-ytd-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174050373","content_text":"Key points:The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.QQQ tracks the Nasdaq’s performance and can be traded, unlike the index.So should you buy qqq stock? Read on to find out.The Invesco QQQ Trust Series 1 (NASDAQ: QQQ) stock price has fallen 29.9% this year, mimicking the Nasdaq 100 index’s drop over the same period. However, now that half of this year is gone, should you buy QQQ stock in anticipation of a future rally? Read on to find out what could be coming next.The Invesco QQQ Trust ETF tracks the performance of the tech-heavy NASDAQ 100 index, which is why if you compare the QQQ stock chart and the Nasdaq 100 index chart, you will see that they are almost identical. Since QQQ is not an inverse or leveraged ETF, its performance is almost a replica of the Nasdaq 100’s performance.For those wondering whether it is the right time to buy qqq stock. The short answer is no, not yet. The Nasdaq index still shows weakness as investors brace for another rate hike this month. In addition, investors are concerned that the rising interest rates will continue hurting the tech and growth stocks that populate the Nasdaq 100 index.Therefore, tech stocks and the Nasdaq index will remain under pressure until the US Federal Reserve shifts its monetary policy stance from extremely hawkish to dovish, indicating a slow down in its rate hiking cycle.There is also the issue of the record-high inflation that has left many consumers with less disposable income. As a result, many are now cutting back on unnecessary expenditures as food and energy costs take up a significant percentage of their income.Lastly, we are seeing many companies pausing hiring activities in anticipation of much more challenging times ahead, which could lead to higher unemployment figures in the United States, further compounding the already challenging business environment.The crypto sector has also been hit hard as cryptos crashed with stocks once the Federal Reserve started withdrawing liquidity from the markets. Therefore, until the underlying economic and macro factors change, we cannot say that the worst is over for the Nasdaq and, in conjunction, the qqq stock.*This is not investment advice. Always do your due diligence before making investment decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052380156,"gmtCreate":1655126123275,"gmtModify":1676535565915,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052380156","repostId":"1135242904","repostType":2,"repost":{"id":"1135242904","pubTimestamp":1655123149,"share":"https://www.laohu8.com/m/news/1135242904?lang=&edition=full","pubTime":"2022-06-13 20:25","market":"us","language":"en","title":"AMD Stock is Poised For Upside, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1135242904","media":"TipRanks","summary":"Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough m","content":"<div>\n<p>Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough macroeconomic conditions? Let us take a look.Shares of AMD (NASDAQ: AMD) have dropped 36.9% this year...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock is Poised For Upside, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock is Poised For Upside, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 20:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough macroeconomic conditions? Let us take a look.Shares of AMD (NASDAQ: AMD) have dropped 36.9% this year...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135242904","content_text":"Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough macroeconomic conditions? Let us take a look.Shares of AMD (NASDAQ: AMD) have dropped 36.9% this year, even as the demand for its products remains strong and the company delivered impressive Q1 results. The semiconductor giant primarily offers x86 microprocessors, server and embedded processors, development services, and technology for gaming consoles and semi-custom System-on-Chip (SoC) products.Last week, the company hosted its Financial Analyst Day, which left Rosenblatt Securities analyst Hans Mosesmann impressed. The analyst came away bullish and reiterated a Street high price target of $200 on the stock following the analyst day presentation. Mosesmann’s price target implies an upside potential of 110.93% at current levels.Let us look at the reasons behind analyst Mosesmann’s bullish stance.The company unveiled some key technology and portfolio updates on Analyst Day. This includes the Zen 4 core processor expected to be launched later this year and the Zen 5 core processor that is likely to be launched in 2024.AMD also revealed “an expanded portfolio of high-performance, next-generation CPUs, accelerators, data processing units (DPUs), and adaptive computing products optimized for multiple workloads.”Financial UpdatesThe semiconductor giant announced that starting with the Q2 results, AMD will be updating its business reporting segments that will be aligned with its end markets. These new business segments will be data centers, embedded business, client end markets, and gaming.AMD updated its financial targets over the next three to four years (long term) and now expects its revenues to grow at a Compounded Annual Growth Rate (CAGR) of 20% and gross margin to exceed 57% as the company looks at a richer product mix and cost efficiencies.The company targets an operating margin in the mid-30s percentage over the long term and a free cash flow margin of more than 25%.AMD believes these long-term targets are very much achievable considering the total addressable market is worth $300 billion for its products.As Dr. Lisa Su, AMD Chair and CEO pointed out in its Analyst Day press release, “The close of our transformational acquisition of Xilinx and our expanded portfolio of leadership compute engines provide AMD with significant opportunities to deliver continued strong revenue growth with compelling shareholder returns as we capture a larger share of the diverse $300 billion markets for our high-performance and adaptive products.”Wall Street’s TakeAnalyst Mosesmann believes that “AMD deserves a premium P/E [price-to-earnings] multiple on the premise of a CPU/GPU share gain, the addition of Xilinx’s broad-based portfolio of FPGAs/IP [field programmable gate array /internet protocol] and a dollar content expansion story, which is multi-year in nature.”The rest of the analysts on the Street, however, are cautiously optimistic with a consensus rating of Moderate Buy based on 14 Buys and 10 Holds. The average AMD price target is $138.40, which implies a 45.9% upside potential to current levels.Bottom LineAMD is seeing strong underlying demand for its products, and analysts, including Mosesmann, are of the view that AMD will chip away at Intel’s market share over the next two to three years. Considering this scenario, AMD stock may soar higher.What’s more, the chip maker also scores a perfect ‘10’ on the TipRanksSmart Score system, indicating that the stock is highly likely to outperform the market. The TipRanks Smart Score system is a data-driven, quantitative scoring system that analyses stocks on eight major parameters and comes up with a Smart Score ranging from 1 to 10. The higher the score, the more likely is the stock to outperform the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058129788,"gmtCreate":1654816759144,"gmtModify":1676535514103,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058129788","repostId":"2242631833","repostType":2,"repost":{"id":"2242631833","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":1654816038,"share":"https://www.laohu8.com/m/news/2242631833?lang=&edition=full","pubTime":"2022-06-10 07:07","market":"us","language":"en","title":"US STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2242631833","media":"Reuters","summary":"* 10-Year Treasury yields rise* Apple, Amazon biggest weights on S&P 500* Indexes: Dow down 1.9%, S&","content":"<html><head></head><body><p>* 10-Year Treasury yields rise</p><p>* Apple, Amazon biggest weights on S&amp;P 500</p><p>* Indexes: Dow down 1.9%, S&amp;P 500 down 2.4%, Nasdaq down 2.8%</p><p>U.S. stocks sold off sharply Thursday as investor anxiety heightened ahead of data on Friday that is expected to show consumer prices remained elevated in May.</p><p>Selling picked up toward the end of the session. Mega-cap growth stocks led the drop, with Apple Inc    and Amazon.com Inc    falling 3.6% and 4.2%, respectively, and putting the most pressure on the S&amp;P 500 and the Nasdaq.</p><p>Communication services    and technology    had the biggest declines among sectors, although all 11 S&amp;P 500 sectors ended lower on the day.</p><p>Adding to nervousness, the benchmark U.S. 10-year Treasury yield    climbed to as much as 3.073%, its highest level since May 11.</p><p>Recent sharp gains in oil prices     also weighed on sentiment before Friday&#39;s U.S. consumer price index report.</p><p>&#34;We&#39;re getting prepared for what the news might be regarding inflation tomorrow,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>&#34;I view it as mixed. If the total is high and the core number shows some sort of drop, I actually think the markets could rally on that because it&#39;ll show that things are kind of rolling over a bit.&#34;</p><p>The data is expected to show that consumer prices rose 0.7% in May, while the core consumer price index <a href=\"https://laohu8.com/S/CPI\">$(CPI)$</a>, which excludes the volatile food and energy sectors, rose 0.5% in the month.</p><p>The Dow Jones Industrial Average    fell 638.11 points, or 1.94%, to 32,272.79; the S&amp;P 500    lost 97.95 points, or 2.38%, to 4,017.82; and the Nasdaq Composite    dropped 332.05 points, or 2.75%, to 11,754.23.</p><p>All three of the major indexes registered their biggest daily percentage declines since mid-May. The S&amp;P 500 is down 15.7% for the year so far and the Nasdaq is down about 25%.</p><p>Higher-than-expected inflation readings could increase fears that the U.S. Federal Reserve will raise interest rates more aggressively than previously expected.</p><p>The central bank has raised its short-term interest rate by three-quarters of a percentage point this year and intends to keep at it with 50 basis points increases at its meeting next week and again in July.</p><p>Alibaba Group    shares slid 8.1% after its affiliate Ant Group said it has no plan to initiate an initial public offering.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.51-to-1 ratio; on Nasdaq, a 2.79-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 31 new lows; the Nasdaq Composite recorded 18 new highs and 127 new lows.</p><p>Volume on U.S. exchanges was 11.50 billion shares, compared with the 12.07 billion-share average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday</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\">\nUS STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-10 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* 10-Year Treasury yields rise</p><p>* Apple, Amazon biggest weights on S&amp;P 500</p><p>* Indexes: Dow down 1.9%, S&amp;P 500 down 2.4%, Nasdaq down 2.8%</p><p>U.S. stocks sold off sharply Thursday as investor anxiety heightened ahead of data on Friday that is expected to show consumer prices remained elevated in May.</p><p>Selling picked up toward the end of the session. Mega-cap growth stocks led the drop, with Apple Inc    and Amazon.com Inc    falling 3.6% and 4.2%, respectively, and putting the most pressure on the S&amp;P 500 and the Nasdaq.</p><p>Communication services    and technology    had the biggest declines among sectors, although all 11 S&amp;P 500 sectors ended lower on the day.</p><p>Adding to nervousness, the benchmark U.S. 10-year Treasury yield    climbed to as much as 3.073%, its highest level since May 11.</p><p>Recent sharp gains in oil prices     also weighed on sentiment before Friday&#39;s U.S. consumer price index report.</p><p>&#34;We&#39;re getting prepared for what the news might be regarding inflation tomorrow,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>&#34;I view it as mixed. If the total is high and the core number shows some sort of drop, I actually think the markets could rally on that because it&#39;ll show that things are kind of rolling over a bit.&#34;</p><p>The data is expected to show that consumer prices rose 0.7% in May, while the core consumer price index <a href=\"https://laohu8.com/S/CPI\">$(CPI)$</a>, which excludes the volatile food and energy sectors, rose 0.5% in the month.</p><p>The Dow Jones Industrial Average    fell 638.11 points, or 1.94%, to 32,272.79; the S&amp;P 500    lost 97.95 points, or 2.38%, to 4,017.82; and the Nasdaq Composite    dropped 332.05 points, or 2.75%, to 11,754.23.</p><p>All three of the major indexes registered their biggest daily percentage declines since mid-May. The S&amp;P 500 is down 15.7% for the year so far and the Nasdaq is down about 25%.</p><p>Higher-than-expected inflation readings could increase fears that the U.S. Federal Reserve will raise interest rates more aggressively than previously expected.</p><p>The central bank has raised its short-term interest rate by three-quarters of a percentage point this year and intends to keep at it with 50 basis points increases at its meeting next week and again in July.</p><p>Alibaba Group    shares slid 8.1% after its affiliate Ant Group said it has no plan to initiate an initial public offering.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.51-to-1 ratio; on Nasdaq, a 2.79-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 31 new lows; the Nasdaq Composite recorded 18 new highs and 127 new lows.</p><p>Volume on U.S. exchanges was 11.50 billion shares, compared with the 12.07 billion-share average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","IVV":"标普500指数ETF","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","SDOW":"道指三倍做空ETF-ProShares","BK4532":"文艺复兴科技持仓",".DJI":"道琼斯","CPI":"IQ Real Return ETF","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","OEX":"标普100",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","QID":"纳指两倍做空ETF","BK4566":"资本集团","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","BK4538":"云计算","BK4559":"巴菲特持仓","SH":"标普500反向ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","BK4561":"索罗斯持仓","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242631833","content_text":"* 10-Year Treasury yields rise* Apple, Amazon biggest weights on S&P 500* Indexes: Dow down 1.9%, S&P 500 down 2.4%, Nasdaq down 2.8%U.S. stocks sold off sharply Thursday as investor anxiety heightened ahead of data on Friday that is expected to show consumer prices remained elevated in May.Selling picked up toward the end of the session. Mega-cap growth stocks led the drop, with Apple Inc    and Amazon.com Inc    falling 3.6% and 4.2%, respectively, and putting the most pressure on the S&P 500 and the Nasdaq.Communication services    and technology    had the biggest declines among sectors, although all 11 S&P 500 sectors ended lower on the day.Adding to nervousness, the benchmark U.S. 10-year Treasury yield    climbed to as much as 3.073%, its highest level since May 11.Recent sharp gains in oil prices     also weighed on sentiment before Friday's U.S. consumer price index report.\"We're getting prepared for what the news might be regarding inflation tomorrow,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.\"I view it as mixed. If the total is high and the core number shows some sort of drop, I actually think the markets could rally on that because it'll show that things are kind of rolling over a bit.\"The data is expected to show that consumer prices rose 0.7% in May, while the core consumer price index $(CPI)$, which excludes the volatile food and energy sectors, rose 0.5% in the month.The Dow Jones Industrial Average    fell 638.11 points, or 1.94%, to 32,272.79; the S&P 500    lost 97.95 points, or 2.38%, to 4,017.82; and the Nasdaq Composite    dropped 332.05 points, or 2.75%, to 11,754.23.All three of the major indexes registered their biggest daily percentage declines since mid-May. The S&P 500 is down 15.7% for the year so far and the Nasdaq is down about 25%.Higher-than-expected inflation readings could increase fears that the U.S. Federal Reserve will raise interest rates more aggressively than previously expected.The central bank has raised its short-term interest rate by three-quarters of a percentage point this year and intends to keep at it with 50 basis points increases at its meeting next week and again in July.Alibaba Group    shares slid 8.1% after its affiliate Ant Group said it has no plan to initiate an initial public offering.Declining issues outnumbered advancing ones on the NYSE by a 5.51-to-1 ratio; on Nasdaq, a 2.79-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 18 new highs and 127 new lows.Volume on U.S. exchanges was 11.50 billion shares, compared with the 12.07 billion-share average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051576353,"gmtCreate":1654730999572,"gmtModify":1676535498276,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051576353","repostId":"2242418978","repostType":2,"repost":{"id":"2242418978","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":1654729288,"share":"https://www.laohu8.com/m/news/2242418978?lang=&edition=full","pubTime":"2022-06-09 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2242418978","media":"Reuters","summary":"* Chip stocks tumble after Citi sounds alarm on Intel* Investors cautious ahead of CPI data on Frida","content":"<html><head></head><body><p>* Chip stocks tumble after Citi sounds alarm on Intel</p><p>* Investors cautious ahead of CPI data on Friday</p><p>U.S. stocks ended lower on Wednesday as Treasury yields rose above the psychologically important level of 3% and oil prices jumped, fanning worries about inflation and the outlook for interest rates.</p><p>The technology sector  fell, with shares of Intel Corp dropping after Citi Research said the chipmaker could pre-announce weaker-than-expected earnings for the second quarter. Other chip shares also declined.</p><p>Brent crude oil prices rose above $123 a barrel and hit a 13-week high, while the Dow Jones transportation average significantly underperformed the other main indexes on the day.</p><p>&#34;The 10-year Treasury yield is up over 3%. That&#39;s probably part of why we&#39;re seeing the drawdown in the market today,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut.</p><p>&#34;That level is what people are focused on because it represents an increase in interest rates and a reflection of inflation and market volatility.&#34;</p><p>U.S. benchmark 10-year Treasury yields rose  after the U.S. Treasury Department saw tepid demand for a sale of 10-year notes.</p><p>According to preliminary data, the S&amp;P 500 lost 45.18 points, or 1.09%, to end at 4,115.50 points, while the Nasdaq Composite    lost 90.15 points, or 0.74%, to 12,085.09. The Dow Jones Industrial Average    fell 273.57 points, or 0.82%, to 32,906.57.</p><p>Investors are also cautious ahead of U.S. consumer price data on Friday morning. The report is expected to show that inflation remained elevated in May, though core consumer prices - which exclude the volatile food and energy sectors - likely ticked down on an annual basis.</p><p>&#34;People looking for the peak inflation narrative keep getting hit in the face every day as energy goes up,&#34; said Thomas Hayes, managing member at Great Hill Capital LLC in New York.</p><p>The U.S. Federal Reserve is expected to raise rates by 50 basis points at each of its June and July meetings, with a similar move also likely in September, in an effort to combat inflation.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%</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\">\nUS STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-09 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Chip stocks tumble after Citi sounds alarm on Intel</p><p>* Investors cautious ahead of CPI data on Friday</p><p>U.S. stocks ended lower on Wednesday as Treasury yields rose above the psychologically important level of 3% and oil prices jumped, fanning worries about inflation and the outlook for interest rates.</p><p>The technology sector  fell, with shares of Intel Corp dropping after Citi Research said the chipmaker could pre-announce weaker-than-expected earnings for the second quarter. Other chip shares also declined.</p><p>Brent crude oil prices rose above $123 a barrel and hit a 13-week high, while the Dow Jones transportation average significantly underperformed the other main indexes on the day.</p><p>&#34;The 10-year Treasury yield is up over 3%. That&#39;s probably part of why we&#39;re seeing the drawdown in the market today,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut.</p><p>&#34;That level is what people are focused on because it represents an increase in interest rates and a reflection of inflation and market volatility.&#34;</p><p>U.S. benchmark 10-year Treasury yields rose  after the U.S. Treasury Department saw tepid demand for a sale of 10-year notes.</p><p>According to preliminary data, the S&amp;P 500 lost 45.18 points, or 1.09%, to end at 4,115.50 points, while the Nasdaq Composite    lost 90.15 points, or 0.74%, to 12,085.09. The Dow Jones Industrial Average    fell 273.57 points, or 0.82%, to 32,906.57.</p><p>Investors are also cautious ahead of U.S. consumer price data on Friday morning. The report is expected to show that inflation remained elevated in May, though core consumer prices - which exclude the volatile food and energy sectors - likely ticked down on an annual basis.</p><p>&#34;People looking for the peak inflation narrative keep getting hit in the face every day as energy goes up,&#34; said Thomas Hayes, managing member at Great Hill Capital LLC in New York.</p><p>The U.S. Federal Reserve is expected to raise rates by 50 basis points at each of its June and July meetings, with a similar move also likely in September, in an effort to combat inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","BK4512":"苹果概念","PSQ":"纳指反向ETF","BK4529":"IDC概念",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4554":"元宇宙及AR概念","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index","BK4515":"5G概念","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","BK4535":"淡马锡持仓","BK4527":"明星科技股","DOG":"道指反向ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","INTC":"英特尔","DXD":"道指两倍做空ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242418978","content_text":"* Chip stocks tumble after Citi sounds alarm on Intel* Investors cautious ahead of CPI data on FridayU.S. stocks ended lower on Wednesday as Treasury yields rose above the psychologically important level of 3% and oil prices jumped, fanning worries about inflation and the outlook for interest rates.The technology sector  fell, with shares of Intel Corp dropping after Citi Research said the chipmaker could pre-announce weaker-than-expected earnings for the second quarter. Other chip shares also declined.Brent crude oil prices rose above $123 a barrel and hit a 13-week high, while the Dow Jones transportation average significantly underperformed the other main indexes on the day.\"The 10-year Treasury yield is up over 3%. That's probably part of why we're seeing the drawdown in the market today,\" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut.\"That level is what people are focused on because it represents an increase in interest rates and a reflection of inflation and market volatility.\"U.S. benchmark 10-year Treasury yields rose  after the U.S. Treasury Department saw tepid demand for a sale of 10-year notes.According to preliminary data, the S&P 500 lost 45.18 points, or 1.09%, to end at 4,115.50 points, while the Nasdaq Composite    lost 90.15 points, or 0.74%, to 12,085.09. The Dow Jones Industrial Average    fell 273.57 points, or 0.82%, to 32,906.57.Investors are also cautious ahead of U.S. consumer price data on Friday morning. The report is expected to show that inflation remained elevated in May, though core consumer prices - which exclude the volatile food and energy sectors - likely ticked down on an annual basis.\"People looking for the peak inflation narrative keep getting hit in the face every day as energy goes up,\" said Thomas Hayes, managing member at Great Hill Capital LLC in New York.The U.S. Federal Reserve is expected to raise rates by 50 basis points at each of its June and July meetings, with a similar move also likely in September, in an effort to combat inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":262061026664520,"gmtCreate":1705014688212,"gmtModify":1705014692431,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hi guys, u can try to complete the task to get more points. This is easy! Let do it.&nbsp;","listText":"Hi guys, u can try to complete the task to get more points. This is easy! Let do it.&nbsp;","text":"Hi guys, u can try to complete the task to get more points. This is easy! Let do it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/262061026664520","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":262059337056520,"gmtCreate":1705014186666,"gmtModify":1705014191403,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hope to get better rank! 💪💪","listText":"Hope to get better rank! 💪💪","text":"Hope to get better rank! 💪💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/262059337056520","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032381849,"gmtCreate":1647291827049,"gmtModify":1676534211542,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>continue to do covered call to reduce my losses..[Cry]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>continue to do covered call to reduce my losses..[Cry]&nbsp;","text":"$NIO Inc.(NIO)$continue to do covered call to reduce my losses..[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032381849","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051576353,"gmtCreate":1654730999572,"gmtModify":1676535498276,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051576353","repostId":"2242418978","repostType":2,"repost":{"id":"2242418978","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":1654729288,"share":"https://www.laohu8.com/m/news/2242418978?lang=&edition=full","pubTime":"2022-06-09 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2242418978","media":"Reuters","summary":"* Chip stocks tumble after Citi sounds alarm on Intel* Investors cautious ahead of CPI data on Frida","content":"<html><head></head><body><p>* Chip stocks tumble after Citi sounds alarm on Intel</p><p>* Investors cautious ahead of CPI data on Friday</p><p>U.S. stocks ended lower on Wednesday as Treasury yields rose above the psychologically important level of 3% and oil prices jumped, fanning worries about inflation and the outlook for interest rates.</p><p>The technology sector  fell, with shares of Intel Corp dropping after Citi Research said the chipmaker could pre-announce weaker-than-expected earnings for the second quarter. Other chip shares also declined.</p><p>Brent crude oil prices rose above $123 a barrel and hit a 13-week high, while the Dow Jones transportation average significantly underperformed the other main indexes on the day.</p><p>&#34;The 10-year Treasury yield is up over 3%. That&#39;s probably part of why we&#39;re seeing the drawdown in the market today,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut.</p><p>&#34;That level is what people are focused on because it represents an increase in interest rates and a reflection of inflation and market volatility.&#34;</p><p>U.S. benchmark 10-year Treasury yields rose  after the U.S. Treasury Department saw tepid demand for a sale of 10-year notes.</p><p>According to preliminary data, the S&amp;P 500 lost 45.18 points, or 1.09%, to end at 4,115.50 points, while the Nasdaq Composite    lost 90.15 points, or 0.74%, to 12,085.09. The Dow Jones Industrial Average    fell 273.57 points, or 0.82%, to 32,906.57.</p><p>Investors are also cautious ahead of U.S. consumer price data on Friday morning. The report is expected to show that inflation remained elevated in May, though core consumer prices - which exclude the volatile food and energy sectors - likely ticked down on an annual basis.</p><p>&#34;People looking for the peak inflation narrative keep getting hit in the face every day as energy goes up,&#34; said Thomas Hayes, managing member at Great Hill Capital LLC in New York.</p><p>The U.S. Federal Reserve is expected to raise rates by 50 basis points at each of its June and July meetings, with a similar move also likely in September, in an effort to combat inflation.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%</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\">\nUS STOCKS-Wall Street Ends down with U.S. Treasury Yields above 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-09 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Chip stocks tumble after Citi sounds alarm on Intel</p><p>* Investors cautious ahead of CPI data on Friday</p><p>U.S. stocks ended lower on Wednesday as Treasury yields rose above the psychologically important level of 3% and oil prices jumped, fanning worries about inflation and the outlook for interest rates.</p><p>The technology sector  fell, with shares of Intel Corp dropping after Citi Research said the chipmaker could pre-announce weaker-than-expected earnings for the second quarter. Other chip shares also declined.</p><p>Brent crude oil prices rose above $123 a barrel and hit a 13-week high, while the Dow Jones transportation average significantly underperformed the other main indexes on the day.</p><p>&#34;The 10-year Treasury yield is up over 3%. That&#39;s probably part of why we&#39;re seeing the drawdown in the market today,&#34; said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut.</p><p>&#34;That level is what people are focused on because it represents an increase in interest rates and a reflection of inflation and market volatility.&#34;</p><p>U.S. benchmark 10-year Treasury yields rose  after the U.S. Treasury Department saw tepid demand for a sale of 10-year notes.</p><p>According to preliminary data, the S&amp;P 500 lost 45.18 points, or 1.09%, to end at 4,115.50 points, while the Nasdaq Composite    lost 90.15 points, or 0.74%, to 12,085.09. The Dow Jones Industrial Average    fell 273.57 points, or 0.82%, to 32,906.57.</p><p>Investors are also cautious ahead of U.S. consumer price data on Friday morning. The report is expected to show that inflation remained elevated in May, though core consumer prices - which exclude the volatile food and energy sectors - likely ticked down on an annual basis.</p><p>&#34;People looking for the peak inflation narrative keep getting hit in the face every day as energy goes up,&#34; said Thomas Hayes, managing member at Great Hill Capital LLC in New York.</p><p>The U.S. Federal Reserve is expected to raise rates by 50 basis points at each of its June and July meetings, with a similar move also likely in September, in an effort to combat inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","BK4512":"苹果概念","PSQ":"纳指反向ETF","BK4529":"IDC概念",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BK4554":"元宇宙及AR概念","UDOW":"道指三倍做多ETF-ProShares",".SPX":"S&P 500 Index","BK4515":"5G概念","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","BK4535":"淡马锡持仓","BK4527":"明星科技股","DOG":"道指反向ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","INTC":"英特尔","DXD":"道指两倍做空ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242418978","content_text":"* Chip stocks tumble after Citi sounds alarm on Intel* Investors cautious ahead of CPI data on FridayU.S. stocks ended lower on Wednesday as Treasury yields rose above the psychologically important level of 3% and oil prices jumped, fanning worries about inflation and the outlook for interest rates.The technology sector  fell, with shares of Intel Corp dropping after Citi Research said the chipmaker could pre-announce weaker-than-expected earnings for the second quarter. Other chip shares also declined.Brent crude oil prices rose above $123 a barrel and hit a 13-week high, while the Dow Jones transportation average significantly underperformed the other main indexes on the day.\"The 10-year Treasury yield is up over 3%. That's probably part of why we're seeing the drawdown in the market today,\" said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut.\"That level is what people are focused on because it represents an increase in interest rates and a reflection of inflation and market volatility.\"U.S. benchmark 10-year Treasury yields rose  after the U.S. Treasury Department saw tepid demand for a sale of 10-year notes.According to preliminary data, the S&P 500 lost 45.18 points, or 1.09%, to end at 4,115.50 points, while the Nasdaq Composite    lost 90.15 points, or 0.74%, to 12,085.09. The Dow Jones Industrial Average    fell 273.57 points, or 0.82%, to 32,906.57.Investors are also cautious ahead of U.S. consumer price data on Friday morning. The report is expected to show that inflation remained elevated in May, though core consumer prices - which exclude the volatile food and energy sectors - likely ticked down on an annual basis.\"People looking for the peak inflation narrative keep getting hit in the face every day as energy goes up,\" said Thomas Hayes, managing member at Great Hill Capital LLC in New York.The U.S. Federal Reserve is expected to raise rates by 50 basis points at each of its June and July meetings, with a similar move also likely in September, in an effort to combat inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905998269,"gmtCreate":1659790207154,"gmtModify":1703766557592,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905998269","repostId":"1136904781","repostType":4,"repost":{"id":"1136904781","pubTimestamp":1659757961,"share":"https://www.laohu8.com/m/news/1136904781?lang=&edition=full","pubTime":"2022-08-06 11:52","market":"us","language":"en","title":"Alibaba Is Still Not A Buy, Here's Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1136904781","media":"Seeking Alpha","summary":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-exp","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.</li><li>Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.</li><li>However, the risks that were associated with Alibaba stock&#39;s selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.</li><li>Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.</li></ul><p>Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba&#39;s history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.</p><p>Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market&#39;s cautions about the Alibaba stock.</p><p>While Alibaba&#39;s valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba&#39;s rebounds observed over the past year underscores that the underlying risks to the investment continue to &#34;outweigh any favorable valuation.&#34;</p><p>Considering Alibaba&#39;s long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.</p><p><b>The Risks Are Still There</b></p><p>Alibaba stock&#39;s downturn began in late 2020, when heightening regulatory concerns drove a &#34;valuation reset&#34; in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba&#39;s fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.</p><p><b>1. Regulatory Crackdowns</b></p><p>Recent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.</p><p>Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors&#39; confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.</p><p>And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors&#39; confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country&#39;s largest data breaches in history.</p><p>In addition to fines, the regulatory scrutiny surrounding Alibaba&#39;s business has also resulted in other adverse impacts to its fundamental performance. The company&#39;s cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit&#39;s market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei&#39;s cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba&#39;s consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba&#39;s highly profitable cloud business observed in the fiscal first quarter - the segment&#39;s revenues only grew 10% y/y, the slowest pace on record.</p><p>The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers&#39; pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba&#39;s comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba&#39;s deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.</p><p>Yet, given the regulatory overhaul that has taken place over the past year, Alibaba&#39;s growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.</p><p><b>2. Holding Foreign Companies Accountable Act (&#34;HFCAA&#34;)</b></p><p>Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.</p><p>Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors&#39; fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.</p><p>In the latest development, the China Securities Regulatory Commission (&#34;CSRC&#34;) is &#34;considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,&#34; but the agency would still like the ability to &#34;withhold sensitive data from inspection&#34; where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess &#34;unredacted&#34; audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries &#34;have yet to reach a conclusive agreement on moving forward with the checks.&#34;</p><p>As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given &#34;increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia&#39;s largest economy.&#34; Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while &#34;Florida&#39;s pension system has halted new investments in China [altogether] as it assesses the risks.&#34; Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.</p><p>While Alibaba&#39;s recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was &#34;about $700 million, compared to about $3.2 billion in the U.S.&#34; Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock&#39;s future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company&#39;s addition to the SEC&#39;s HFCAA shortlist as discussed in the earlier section.</p><p><b>3. Global Economic Uncertainties</b></p><p>Even internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the &#34;618&#34; bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.</p><p>This has added pressure to Alibaba&#39;s recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba&#39;s core commerce platforms - in its core China commerce retail segment &#34;declined mid-single-digit y/y&#34; during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba&#39;s &#34;88VIP&#34; members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period&#39;s GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.</p><p>The slowing global economy is also threatening to derail Alibaba&#39;s recent shift in focus to growing its international e-commerce platforms. Alibaba&#39;s international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba&#39;s major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba&#39;s plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU&#39;s removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba&#39;s ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.</p><p><b>Alibaba Stock - Fundamental and Valuation Update</b></p><p>Adjusting our previous forecast for Alibaba&#39;s actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba&#39;s growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.</p><p>And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba&#39;s business over the longer-term to remain in moderation.</p><p><img src=\"https://static.tigerbbs.com/1b23ccb7b6e755cf0baabe2ebb626b35\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (RMB) (Author)</p><p><img src=\"https://static.tigerbbs.com/49f4dec53abacb221e7b157ebc0da0ec\" tg-width=\"640\" tg-height=\"166\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Financial Forecast (USD) (Author)</p><p>On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China&#39;s long-term GDP outlook considering Alibaba&#39;s growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector&#39;s risks.</p><p><img src=\"https://static.tigerbbs.com/7d51c258a7e0988da0491680f467d4a9\" tg-width=\"640\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Analysis (Author)</p><p>However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China&#39;s long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.</p><p><img src=\"https://static.tigerbbs.com/478fbc394cf5dd111f0a9104aebcd4b0\" tg-width=\"640\" tg-height=\"153\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Valuation Sensitivity (Author)</p><p>Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors&#39; confidence in the performance of U.S.-listed Chinese equities.</p><p><b>Final Thoughts</b></p><p>In the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.</p><p>For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba&#39;s fundamental performance - a double-whammy to its market value.</p><p>Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Is Still Not A Buy, Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is Still Not A Buy, Here's Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still ...</p>\n\n<a href=\"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4529653-alibaba-is-still-not-a-buy-heres-why?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A71","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136904781","content_text":"SummaryBABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.However, the risks that were associated with Alibaba stock's selloff over the past ~2 years remain in a fluid state, with no signs of respite in sight.Paired with added challenges from a faltering economy at home and overseas, the stock is in for further volatility over coming months.Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF) stock rose close to 7% in post-earnings pre-market trading Thursday morning (August 4) after reporting better-than-expected results for its challenging fiscal first quarter. It beat consensus estimates on both revenues and EPS. Revenue came in at RMB 205.6 billion ($30.7 billion) for the June quarter, flat from the same period last year. Although it represented the slowest pace of growth on record, it was still welcomed by investors, as consensus had previously expected a decline for the first time in Alibaba's history due to sprawling city-wide lockdowns during April and May to stem the spread of COVID. Earnings for the June quarter also beat consensus estimates by $0.19 at $1.75, underscoring prudent cost controls amid inflationary pressure and increased costs of navigating through COVID disruptions.Yet, sentiment on the Alibaba stock remains fragile. All of its gains from the May to July rally have been wiped out in recent weeks, with the stock now down close to 20% since the beginning of the year. Volatility remains the broad-based theme for Alibaba stock, as positive uptrends supported by signs of easing regulatory crackdowns, an improving COVID situation in China, and government stimulus to shore up the Chinese economy get torn down once again on news of heightened worries. The moderate uptrend in pre-market trading following a positive earnings surprise this morning also underscores market's cautions about the Alibaba stock.While Alibaba's valuation appears attractive at current levels considering its robust balance sheet and still-dominant market share in e-commerce and cloud services in China, the investment continues to be overshadowed by risks that remain in a fluid situation. The fragility of Alibaba's rebounds observed over the past year underscores that the underlying risks to the investment continue to \"outweigh any favorable valuation.\"Considering Alibaba's long-term fundamental growth and valuation multiple expansion outlook remains a big question mark, with all of its biggest underlying risks still in a highly fluid situation that exhibits no structural signs of improvement, the stock holds almost nothing to stand on its own against the added challenge from brewing broad-based macro headwinds. Alibaba could potentially trend lower in the near-term, as its core Chinese market and adjacent international markets grapple with a faltering macroeconomic backdrop, making it a high-risk investment pick despite what look like attractive valuations compared to peers in a similar business.The Risks Are Still ThereAlibaba stock's downturn began in late 2020, when heightening regulatory concerns drove a \"valuation reset\" in U.S.-listed Chinese equities. The situation has continued to take a turn for the worse since, as the regulatory headwinds started to take an effect on Alibaba's fundamental performance. The added impact from recent macroeconomic headwinds, spanning COVID disruptions in China, and a faltering domestic and global economy have only exacerbated the unfavorable results.1. Regulatory CrackdownsRecent signs of easing scrutiny by Chinese authorities have done little in salvaging the losses sustained by the broader cohort of U.S.-listed Chinese stocks, including Alibaba.Despite repeated vows to support market stability and calls that the extended regulatory crackdowns on the private sector - especially internet companies - are nearing an end, the ensuing rally was short-lived as investors' confidence buckled at the lack of concrete measures taken to date to salvage the carnage across Chinese equities.And, despite recent optimism stemming from the end to high-profile probes, the regulatory risks remain prominent, with investors' confidence also giving in. Markets continued to punish the stock at the first sign of regulatory weakness, as observed in recent declines following reports that Alibaba was levied a RMB 2.5 million($375,000) fine in early July for violating state rules on previous acquisition disclosures. Its cloud unit was recently investigated for association with one of the country's largest data breaches in history.In addition to fines, the regulatory scrutiny surrounding Alibaba's business has also resulted in other adverse impacts to its fundamental performance. The company's cloud-computing unit, Alicloud, is slowly losing market share to its state-backed peers due to increasing national security concerns within the public sector. The unit's market share in China fell from 46% in 2019 to 37% in 2021, while state-backed peer Huawei's cloud market share doubled over the same period. Despite still being the largest public cloud service provider in China, Alicloud is no longer the preferred choice, threatening Alibaba's consolidated bottom-line performance. This is further corroborated by the deceleration in Alibaba's highly profitable cloud business observed in the fiscal first quarter - the segment's revenues only grew 10% y/y, the slowest pace on record.The company has also reduced the size of its in-house investments unit. This is consistent with our earlier observations that it will only be a matter of time until Alibaba follows suit on its peers' pre-emptive moves in unloading investments and shutting down internal deal departments. Investments have played a substantial role in the development of Alibaba's comprehensive Internet ecosystem and related success in past years. The recent downsizing of Alibaba's deals, team operations, and subsequent reduction on external investments are expected to drive significant adverse implications to its fundamental performance, in addition to slowed growth observed in recent quarters, adding further pressure to its valuation prospects down the road.Yet, given the regulatory overhaul that has taken place over the past year, Alibaba's growth profile is unlikely to return to its explosive past, meaning any structural valuation upsides - which remains an area of high uncertainty - will be in moderation.2. Holding Foreign Companies Accountable Act (\"HFCAA\")Chinese equities also remain hostages to the HFCAA still, as the U.S. SEC steps up efforts to ensure all issuers in the U.S. stock exchange are subject to the same rules and regulatory treatment, including compliance with PCAOB audit inspection requirements. Mainland China and Hong Kong remain the only regions that have not yet complied with PCAOB audit inspection requests.Alibaba was recently added to the rolling list of delinquent issuers whose auditors have failed to comply with PCAOB inspection requests, renewing investors' fears of delisting risks for the stock. This has effectively started the clock on a three-year countdown for Alibaba, subjecting it to potential delisting from the NYSE if Chinese regulators cannot reach an agreement with the SEC and PCAOB on opening up the books of its domestic enterprises for inspection.In the latest development, the China Securities Regulatory Commission (\"CSRC\") is \"considering allowing U.S. officials to inspect documents on firms that do not possess sensitive data,\" but the agency would still like the ability to \"withhold sensitive data from inspection\" where applicable on the grounds of national security concerns. However, the offer still does not address the key reason for PCAOB audit inspections, which is the need to assess \"unredacted\" audit papers to ensure information reported in publicly disclosed financial statements are reasonable and free from material misstatements. Negotiations are ongoing, but the two countries \"have yet to reach a conclusive agreement on moving forward with the checks.\"As mentioned in our initial coverages on Chinese equities, increasing institutional exits due to burgeoning regulatory and economic risks in China will continue to drive downward valuation adjustments to the cohort until a concrete resolution is reached. This is further corroborated by the recent pullback in foreign funding allocation towards Chinese equities as discussed in earlier sections, given \"increased skepticism among U.S. pension funds and endowments about the growing political and market risks of Asia's largest economy.\" Many foreign investors have abstained from committing new allocations to Chinese funds over the past 12 months, while \"Florida's pension system has halted new investments in China [altogether] as it assesses the risks.\" Investments in China stemming from U.S. dollar-denominated funds have fallen for the third consecutive quarter to $1.4 billion as of March 31, marking the lowest sum since 2018. As a result, the valuation multiples on Chinese equities are continuing to lose their luster as institutional investors remain on the side-lines.While Alibaba's recent plans to pursue a primary listing in Hong Kong would open the door to incremental capital from mainland investors, related trading volumes remain a far cry from those in the U.S. - the average daily trading volume for Alibaba stocks in Hong Kong last month was \"about $700 million, compared to about $3.2 billion in the U.S.\" Although plans for a primary Hong Kong listing were viewed as a positive development by market participants, uncertainties over the Alibaba stock's future on the U.S. exchange remain a deterring factor to investors, considering declines observed last week following the announcement of the company's addition to the SEC's HFCAA shortlist as discussed in the earlier section.3. Global Economic UncertaintiesEven internal improvements at Alibaba, including stronger-than-expected March quarter results, improved retail trends observed during the \"618\" bargain shopping event, and plans for a primary listing in Hong Kong by year-end, have been unsuccessful in staging a sustained rally for the stock.This has added pressure to Alibaba's recent intentions to pivot its core Chinese commerce strategy from user acquisition to retention. Gross merchandise value - which measures the total value of transactions completed on Alibaba's core commerce platforms - in its core China commerce retail segment \"declined mid-single-digit y/y\" during the June quarter, with a meaningful drop in demand for discretionary goods accounting for the bulk of the setback. However, Alibaba's \"88VIP\" members - similar to Amazon Prime(AMZN) members - demonstrated strong purchasing behavior during the annual 618 shopping event, providing slight relief to the period's GMV decline thanks to budget-conscious bargain hunting as consumer wallets shrink.The slowing global economy is also threatening to derail Alibaba's recent shift in focus to growing its international e-commerce platforms. Alibaba's international commerce retail segment revenues declined by 3% y/y, while order volumes declined by 4% y/y during the June quarter. Rising inflation and tightening central bank policies across Alibaba's major overseas markets, including the U.S. and Europe, have resulted in weakening consumer discretionary spending, disrupting Alibaba's plans to compensate for deceleration in its domestic commerce business with international growth. The challenges have been further exacerbated by the EU's removal of VAT exemptions on Chinese imports, which has directly impacted order volumes on AliExpress in recent quarters. Increasing competition in Southeast Asia is also thwarting Alibaba's ambitions in international e-commerce, as observed by consecutive quarters of deceleration in order volumes at Lazada.Alibaba Stock - Fundamental and Valuation UpdateAdjusting our previous forecast for Alibaba's actual June quarter financial results and recent developments in its operating environment as discussed in the foregoing analysis, the company is expected to generate consolidated revenues of RMB 901.5 billion ($135.2 billion) for fiscal 2023, which represents moderate y/y growth of 6%. The adjustments take into consideration the downward shift in performance at segments - namely, Alicloud and international retail commerce - that were supposed to uplift Alibaba's growth trajectory and offset the near-term uncertainties within its core Chinese retail commerce business. Specifically, the modest growth rate applied on fiscal 2023 revenue projections intend to reflect the near-term headwinds pertaining to fundamental impacts from ongoing regulatory challenges, as well as global macro uncertainties.And over the longer-term, we expect the consolidated business to grow at a modest five-year CAGR of 4.6%, with Alicloud being the core driver. As mentioned in the foregoing analysis, the regulatory have materially transformed the explosive growth that Chinese big tech had once benefited from over the past few years. We expect any recovery to Alibaba's business over the longer-term to remain in moderation.Alibaba Financial Forecast (RMB) (Author)Alibaba Financial Forecast (USD) (Author)On the valuation front, we are maintaining a neutral stance on the stock with an expectation that the shares will remain in flux within the $100-range in the near-term. The valuation analysis assumes a perpetual growth rate in line with China's long-term GDP outlook considering Alibaba's growth profile as one of the largest big tech businesses in the world, adjusted by its current trading discount to U.S. counterparts like Amazon to account for the Chinese sector's risks.Alibaba Valuation Analysis (Author)However, considering the near-term macro uncertainties across both its domestic Chinese market and international markets, the Alibaba stock could potentially trend lower and contest the $80-range again - this bear case figure implies a perpetual growth rate in line with China's long-term GDP outlook, further discounted by a downward valuation adjustment in the extent of those experienced by peers in the tech industry during the heights of their regulatory turmoil.Alibaba Valuation Sensitivity (Author)Any structural momentum above the $100-range would require concrete evidence from both Alibaba and the Chinese government in maintaining resilience in the face of a faltering economy, and providing support for the private sector, respectively, in order to restore investors' confidence in the performance of U.S.-listed Chinese equities.Final ThoughtsIn the ongoing tug-of-war between attractive valuations and a growing profile of underlying risks, the latter continues to take a stronger hold on the Alibaba stock. Reiterating our stance from previous discussions, volatility remains the broad-based theme for the Alibaba stock, with no concrete near-term catalysts to offer respite.For one, ongoing regulatory and delisting headwinds are not only warranting a downward valuation reset compared to its U.S. counterparts, but also risking erosion into Alibaba's fundamental performance - a double-whammy to its market value.Investors continue to yearn for concrete resolutions to the challenging external environment for Chinese equities. However, this is likely still a while away, and even then, any upside recovery will be in moderation given that the old days of sprawling growth are likely no more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999510090,"gmtCreate":1660550069713,"gmtModify":1676534139698,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999510090","repostId":"1144854810","repostType":2,"repost":{"id":"1144854810","pubTimestamp":1660531821,"share":"https://www.laohu8.com/m/news/1144854810?lang=&edition=full","pubTime":"2022-08-15 10:50","market":"us","language":"en","title":"QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1144854810","media":"Seeking Alpha","summary":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalu","content":"<html><head></head><body><p>Summary</p><ul><li>The NASDAQ 100 and QQQ have rallied by more than 20%.</li><li>The rally has sent the ETF into overvalued territory.</li><li>These types of rallies are not unusual in bear markets.</li></ul><p>The <a href=\"https://laohu8.com/S/QQQ\">NASDAQ 100 ETF </a> has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.</p><p>To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.</p><p><img src=\"https://static.tigerbbs.com/7ee829b252d213c4e2c7c6d7c899c5e4\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"/></p><p>On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.</p><p><img src=\"https://static.tigerbbs.com/db8563429b858ca869af5a886e29246c\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.</p><p><img src=\"https://static.tigerbbs.com/264661dda3e45345c5625686c8846c05\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h3>Financial Conditions Have Eased</h3><p>The reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.</p><p><img src=\"https://static.tigerbbs.com/c50bda76b467b292dd43b745f4915dcc\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.</p><p><img src=\"https://static.tigerbbs.com/fc6e09dd2a5961be2a269fb295da0c02\" tg-width=\"640\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.</p><h3>Not Unusual Activity</h3><p>Additionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.</p><p><img src=\"https://static.tigerbbs.com/7c7b523deafd04d85a2dc6a63b7315f7\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.</p><p><img src=\"https://static.tigerbbs.com/113be0acec98248b02c17f46b3ddbd53\" tg-width=\"640\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.</p><p>The rally, although nice, isn&#39;t likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed&#39;s 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market</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\">\nQQQ: The Stock Market Rally Is Not The Start Of A New Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF  has seen an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4534159-qqq-stock-market-rally-not-start-new-bull-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144854810","content_text":"SummaryThe NASDAQ 100 and QQQ have rallied by more than 20%.The rally has sent the ETF into overvalued territory.These types of rallies are not unusual in bear markets.The NASDAQ 100 ETF  has seen an explosive short-covering rally over the past several weeks as funds de-risk their portfolios. It has pushed the QQQ ETF up nearly 23% since the June 16 lows. These types of rallies within secularbear markets are not all that uncommon; rallies of similar size or more significance have occurred during the 2000 and 2008 cycles.To make matters worse, the PE ratio of the NASDAQ 100 has soared back to levels that put this index back into expensive territory on a historical basis. That ratio is back to 24.9 times 2022 earnings estimates, pushing the ratio back to one standard deviation above its historical average since the middle of 2009 and the average of 20.2.On top of that, earnings estimates for the NASDAQ 100 are on the decline, falling roughly 4.5% from their peak of $570.70 to around $545.08 per share. Meanwhile, the same estimates have risen just 3.8% from this point in time a year ago. It means that paying almost 25 times earnings estimates is no bargain.Real yields have soared, making the NASDAQ 100 even more expensive compared to bonds. The 10-Yr TIP now trades around 35 bps, up from a -1.1% in August 2021. Meanwhile, the earnings yield for the NASDAQ has risen to around 4%, which means that the spread between real yields and the NASDAQ 100 earnings yield has narrowed to just 3.65%. That spread between the NASDAQ 100 and the real yield has narrowed to its lowest point since the fall of 2018.Financial Conditions Have EasedThe reason the spread is contracting is that financial conditions are easing. As financial conditions ease, it appears to cause the spread between equities and real yields to narrow; when financial conditions tighten, it causes the spread to widen.If financial conditions ease further, there can be further multiple expansion. However, the Fed wants inflation rates to come down and is working hard to reshape the yield curve, and that work has started to show in the Fed Fund futures, which are removing the dovish pivot. Rates have risen dramatically, especially in months and years beyond 2022.But more importantly, for this monetary policy to effectively ripple through the economy, the Fed needs financial conditions to tighten and be a restrictive force, which means the Chicago Fed national financial conditions index needs to move above zero. As financial conditions begin to tighten, it should result in the spread widening again, leading to further multiple compression for the value of the NASDAQ 100 and causing the QQQ to decline. This could result in the PE ratio of the NASDAQ 100 falling back to around 20. With earnings this year estimated at $570.70, the value of the NASDAQ 100 would be 11,414, a nearly 16% decline, sending the QQQ back to a range of $275 to $280.Not Unusual ActivityAdditionally, what we see in the market is nothing new or unusual. It occurred during the two most recent bear markets. The QQQ rose by 41% from its intraday lows on May 24, 2000, until July 17, 2000. Then just a couple of weeks later, it did it again, rising by 24.25% from its intraday lows on August 3, 2000, until September 1, 2000. What followed was a very steep selloff.The same thing happened from March 17, 2008, until June 5, 2008, with the index rising by 23.3%. The point is that these sudden and sharp rallies are not unusual.This rally has taken the index and the ETF back into an overvalued stance and retraced some of the more recent declines. It also put the focus back on financial conditions, which will need to tighten further to begin to have the desired effect of slowing the economy and reducing the inflation rate.The rally, although nice, isn't likely to last as Fed monetary policy will need to be more restrictive to effectively bring the inflation rate back to the Fed's 2% target, and that will mean wide spreads, lower multiples, and slower growth. All bad news for stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022438682,"gmtCreate":1653566214247,"gmtModify":1676535304716,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022438682","repostId":"1130299206","repostType":4,"repost":{"id":"1130299206","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":1653566631,"share":"https://www.laohu8.com/m/news/1130299206?lang=&edition=full","pubTime":"2022-05-26 20:03","market":"us","language":"en","title":"Alibaba Beats Estimates for Quarterly Revenue","url":"https://stock-news.laohu8.com/highlight/detail?id=1130299206","media":"Reuters","summary":"China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, p","content":"<html><head></head><body><p>China&#39;s Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country&#39;s biggest cities forced offices to shift to remote work.</p><p>Alibaba shares jumped in trading Thursday.</p><p>The e-commerce giant&#39;s strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.</p><p>Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.</p><p>Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.</p><p>Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Beats Estimates for Quarterly Revenue</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Beats Estimates for Quarterly Revenue\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-26 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>China&#39;s Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country&#39;s biggest cities forced offices to shift to remote work.</p><p>Alibaba shares jumped in trading Thursday.</p><p>The e-commerce giant&#39;s strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.</p><p>Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.</p><p>Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.</p><p>Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.</p><p>Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130299206","content_text":"China's Alibaba Group Holding Ltd on Thursday beat market expectations for fourth-quarter revenue, powered by demand for its ecommerce and cloud services as lockdowns in the country's biggest cities forced offices to shift to remote work.Alibaba shares jumped in trading Thursday.The e-commerce giant's strong results come as Beijing extends support to its tech companies to avoid a hit from new COVID-19 outbreaks.Demand for online services ranging from shopping to cloud-based products has skyrocketed in China as strict lockdowns prompt people to work, shop and keep themselves entertained from homes.Revenue in the cloud computing division rose 12% to 18.97 billion yuan in the reported quarter. At the core commerce unit, its largest, revenue rose 8% to 140.33 billion yuan.Overall, revenue rose 9% to 204.05 billion yuan ($30.35 billion) in the quarter. Analysts on average had expected revenue of 199.25 billion yuan, according to Refinitiv data.Alibaba Group said it would not give a forecast for the current fiscal year due to COVID-19 risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010081647,"gmtCreate":1648205974211,"gmtModify":1676534316959,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>please drop more..","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$</a>please drop more..","text":"$NIO Inc.(NIO)$please drop more..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010081647","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901450581,"gmtCreate":1659250170043,"gmtModify":1676536277643,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901450581","repostId":"1165172007","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079490098,"gmtCreate":1657234897814,"gmtModify":1676535973362,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079490098","repostId":"2249459423","repostType":4,"repost":{"id":"2249459423","pubTimestamp":1657208203,"share":"https://www.laohu8.com/m/news/2249459423?lang=&edition=full","pubTime":"2022-07-07 23:36","market":"us","language":"en","title":"Is Nvidia Really A Bargain Or Is There More Pain Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2249459423","media":"Seeking Alpha","summary":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by le","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.</li><li>Although this dynamic is counterintuitive to Nvidia&#39;s improving business fundamentals, there is a solid reason for it.</li><li>Unfortunately for shareholders who bought at the highs, the company&#39;s share price might not recover to its 2021 highs anytime soon.</li></ul><p>About ten months ago I took a deep dive into <a href=\"https://laohu8.com/S/NVDA\">NVIDIA&#39;s</a> share price and laid out my thesis on why investors should be less concerned about the company&#39;s business fundamentals and laser focused on its momentum exposure.</p><p>Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company&#39;s actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&amp;P 500 fell by slightly less than 15%.</p><p><img src=\"https://static.tigerbbs.com/fdb65cce970f34d2aeacdfd2b31ac71d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia&#39;s high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.</p><p><img src=\"https://static.tigerbbs.com/39e15815bfc09727371b477bf89f4a94\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/>Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.</p><p><img src=\"https://static.tigerbbs.com/89db1405a7e4c9d299b65404553554a0\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>A somehow slowing topline growth rate could be partially to blame, however, Nvidia&#39;s revenue forward growth rate is not very different now from what it was back in September of 2021.</p><p><img src=\"https://static.tigerbbs.com/603bf1b08117128bd80fd3deae02c63f\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company&#39;s share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&amp;P 500 even on a risk adjusted basis.</p><p><img src=\"https://static.tigerbbs.com/feae396374468950c5e366af1e28a850\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><h3>So what happened?</h3><p>To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company&#39;s poor performance during the past 10-month period.</p><p>I also explained how the whole process works in my thought piece called &#39;The Cloud Space In Numbers: What Matters The Most&#39;, where I did a case study based on another high-growth sector.</p><p>Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.</p><p><img src=\"https://static.tigerbbs.com/06f73d8185b657e7c3045f0fdd9e39e1\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/>Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.</p><p>One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia&#39;s GPUs also sets it apart from AMD, which is valued at much lower multiples.</p><h3>Is Nvidia stock a bargain?</h3><p>Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.</p><p><img src=\"https://static.tigerbbs.com/7856a9f7e7b2dace82df33f3ec1bfc4e\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/>Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia&#39;s products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.</p><p><img src=\"https://static.tigerbbs.com/4ed63ee078dc5e43574939faba9caa43\" tg-width=\"494\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/>This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.</p><p>The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.</p><p>Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).</p><p><img src=\"https://static.tigerbbs.com/0dd24b3cbc9dfbd04a89a8c6cdb27818\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>More importantly for Nvidia&#39;s share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).</p><p><img src=\"https://static.tigerbbs.com/e8d575869822d2149a84ac8caea4fcf5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>As a result, Nvidia&#39;s share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company&#39;s fundamentals remaining strong.</p><p>On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021&#39;s highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Nvidia Really A Bargain Or Is There More Pain Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Really A Bargain Or Is There More Pain Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249459423","content_text":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving business fundamentals, there is a solid reason for it.Unfortunately for shareholders who bought at the highs, the company's share price might not recover to its 2021 highs anytime soon.About ten months ago I took a deep dive into NVIDIA's share price and laid out my thesis on why investors should be less concerned about the company's business fundamentals and laser focused on its momentum exposure.Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company's actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&P 500 fell by slightly less than 15%.Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia's high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.A somehow slowing topline growth rate could be partially to blame, however, Nvidia's revenue forward growth rate is not very different now from what it was back in September of 2021.As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company's share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&P 500 even on a risk adjusted basis.So what happened?To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company's poor performance during the past 10-month period.I also explained how the whole process works in my thought piece called 'The Cloud Space In Numbers: What Matters The Most', where I did a case study based on another high-growth sector.Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia's GPUs also sets it apart from AMD, which is valued at much lower multiples.Is Nvidia stock a bargain?Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia's products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).More importantly for Nvidia's share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).As a result, Nvidia's share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company's fundamentals remaining strong.On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021's highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047221547,"gmtCreate":1656930425289,"gmtModify":1676535917471,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047221547","repostId":"1174050373","repostType":2,"repost":{"id":"1174050373","pubTimestamp":1656927367,"share":"https://www.laohu8.com/m/news/1174050373?lang=&edition=full","pubTime":"2022-07-04 17:36","market":"us","language":"en","title":"Invesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1174050373","media":"AskTraders","summary":"Key points:The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.QQQ tracks the Nasda","content":"<html><head></head><body><p>Key points:</p><ul><li>The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.</li><li>QQQ tracks the Nasdaq’s performance and can be traded, unlike the index.</li><li>So should you buy qqq stock? Read on to find out.</li></ul><p>The Invesco QQQ Trust Series 1 (NASDAQ: QQQ) stock price has fallen 29.9% this year, mimicking the Nasdaq 100 index’s drop over the same period. However, now that half of this year is gone, should you buy QQQ stock in anticipation of a future rally? Read on to find out what could be coming next.</p><p>The Invesco QQQ Trust ETF tracks the performance of the tech-heavy NASDAQ 100 index, which is why if you compare the QQQ stock chart and the Nasdaq 100 index chart, you will see that they are almost identical. Since QQQ is not an inverse or leveraged ETF, its performance is almost a replica of the Nasdaq 100’s performance.</p><p>For those wondering whether it is the right time to buy qqq stock. The short answer is no, not yet. The Nasdaq index still shows weakness as investors brace for another rate hike this month. In addition, investors are concerned that the rising interest rates will continue hurting the tech and growth stocks that populate the Nasdaq 100 index.</p><p>Therefore, tech stocks and the Nasdaq index will remain under pressure until the US Federal Reserve shifts its monetary policy stance from extremely hawkish to dovish, indicating a slow down in its rate hiking cycle.</p><p>There is also the issue of the record-high inflation that has left many consumers with less disposable income. As a result, many are now cutting back on unnecessary expenditures as food and energy costs take up a significant percentage of their income.</p><p>Lastly, we are seeing many companies pausing hiring activities in anticipation of much more challenging times ahead, which could lead to higher unemployment figures in the United States, further compounding the already challenging business environment.</p><p>The crypto sector has also been hit hard as cryptos crashed with stocks once the Federal Reserve started withdrawing liquidity from the markets. Therefore, until the underlying economic and macro factors change, we cannot say that the worst is over for the Nasdaq and, in conjunction, the qqq stock.</p><p>*This is not investment advice. Always do your due diligence before making investment decisions.</p><p><img src=\"https://static.tigerbbs.com/a21a1b11ff91e181ed21fd9ff2a1df47\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"lsy1655701960376","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>Invesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?</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\">\nInvesco QQQ Trust (QQQ) Stock Price is down 29.9% YTD, Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 17:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.asktraders.com/analysis/invesco-qqq-trust-qqq-stock-price-is-down-29-9-ytd-is-it-a-buy/><strong>AskTraders</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key points:The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.QQQ tracks the Nasdaq’s performance and can be traded, unlike the index.So should you buy qqq stock? Read on to find out...</p>\n\n<a href=\"https://www.asktraders.com/analysis/invesco-qqq-trust-qqq-stock-price-is-down-29-9-ytd-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF"},"source_url":"https://www.asktraders.com/analysis/invesco-qqq-trust-qqq-stock-price-is-down-29-9-ytd-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174050373","content_text":"Key points:The Invesco QQQ stock has fallen 29.9% in 2022, just like the Nasdaq.QQQ tracks the Nasdaq’s performance and can be traded, unlike the index.So should you buy qqq stock? Read on to find out.The Invesco QQQ Trust Series 1 (NASDAQ: QQQ) stock price has fallen 29.9% this year, mimicking the Nasdaq 100 index’s drop over the same period. However, now that half of this year is gone, should you buy QQQ stock in anticipation of a future rally? Read on to find out what could be coming next.The Invesco QQQ Trust ETF tracks the performance of the tech-heavy NASDAQ 100 index, which is why if you compare the QQQ stock chart and the Nasdaq 100 index chart, you will see that they are almost identical. Since QQQ is not an inverse or leveraged ETF, its performance is almost a replica of the Nasdaq 100’s performance.For those wondering whether it is the right time to buy qqq stock. The short answer is no, not yet. The Nasdaq index still shows weakness as investors brace for another rate hike this month. In addition, investors are concerned that the rising interest rates will continue hurting the tech and growth stocks that populate the Nasdaq 100 index.Therefore, tech stocks and the Nasdaq index will remain under pressure until the US Federal Reserve shifts its monetary policy stance from extremely hawkish to dovish, indicating a slow down in its rate hiking cycle.There is also the issue of the record-high inflation that has left many consumers with less disposable income. As a result, many are now cutting back on unnecessary expenditures as food and energy costs take up a significant percentage of their income.Lastly, we are seeing many companies pausing hiring activities in anticipation of much more challenging times ahead, which could lead to higher unemployment figures in the United States, further compounding the already challenging business environment.The crypto sector has also been hit hard as cryptos crashed with stocks once the Federal Reserve started withdrawing liquidity from the markets. Therefore, until the underlying economic and macro factors change, we cannot say that the worst is over for the Nasdaq and, in conjunction, the qqq stock.*This is not investment advice. Always do your due diligence before making investment decisions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058129788,"gmtCreate":1654816759144,"gmtModify":1676535514103,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058129788","repostId":"2242631833","repostType":2,"repost":{"id":"2242631833","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":1654816038,"share":"https://www.laohu8.com/m/news/2242631833?lang=&edition=full","pubTime":"2022-06-10 07:07","market":"us","language":"en","title":"US STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2242631833","media":"Reuters","summary":"* 10-Year Treasury yields rise* Apple, Amazon biggest weights on S&P 500* Indexes: Dow down 1.9%, S&","content":"<html><head></head><body><p>* 10-Year Treasury yields rise</p><p>* Apple, Amazon biggest weights on S&amp;P 500</p><p>* Indexes: Dow down 1.9%, S&amp;P 500 down 2.4%, Nasdaq down 2.8%</p><p>U.S. stocks sold off sharply Thursday as investor anxiety heightened ahead of data on Friday that is expected to show consumer prices remained elevated in May.</p><p>Selling picked up toward the end of the session. Mega-cap growth stocks led the drop, with Apple Inc    and Amazon.com Inc    falling 3.6% and 4.2%, respectively, and putting the most pressure on the S&amp;P 500 and the Nasdaq.</p><p>Communication services    and technology    had the biggest declines among sectors, although all 11 S&amp;P 500 sectors ended lower on the day.</p><p>Adding to nervousness, the benchmark U.S. 10-year Treasury yield    climbed to as much as 3.073%, its highest level since May 11.</p><p>Recent sharp gains in oil prices     also weighed on sentiment before Friday&#39;s U.S. consumer price index report.</p><p>&#34;We&#39;re getting prepared for what the news might be regarding inflation tomorrow,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>&#34;I view it as mixed. If the total is high and the core number shows some sort of drop, I actually think the markets could rally on that because it&#39;ll show that things are kind of rolling over a bit.&#34;</p><p>The data is expected to show that consumer prices rose 0.7% in May, while the core consumer price index <a href=\"https://laohu8.com/S/CPI\">$(CPI)$</a>, which excludes the volatile food and energy sectors, rose 0.5% in the month.</p><p>The Dow Jones Industrial Average    fell 638.11 points, or 1.94%, to 32,272.79; the S&amp;P 500    lost 97.95 points, or 2.38%, to 4,017.82; and the Nasdaq Composite    dropped 332.05 points, or 2.75%, to 11,754.23.</p><p>All three of the major indexes registered their biggest daily percentage declines since mid-May. The S&amp;P 500 is down 15.7% for the year so far and the Nasdaq is down about 25%.</p><p>Higher-than-expected inflation readings could increase fears that the U.S. Federal Reserve will raise interest rates more aggressively than previously expected.</p><p>The central bank has raised its short-term interest rate by three-quarters of a percentage point this year and intends to keep at it with 50 basis points increases at its meeting next week and again in July.</p><p>Alibaba Group    shares slid 8.1% after its affiliate Ant Group said it has no plan to initiate an initial public offering.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.51-to-1 ratio; on Nasdaq, a 2.79-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 31 new lows; the Nasdaq Composite recorded 18 new highs and 127 new lows.</p><p>Volume on U.S. exchanges was 11.50 billion shares, compared with the 12.07 billion-share average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday</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\">\nUS STOCKS-Wall St Drops as Investor Jitters Climb before CPI Data Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-06-10 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* 10-Year Treasury yields rise</p><p>* Apple, Amazon biggest weights on S&amp;P 500</p><p>* Indexes: Dow down 1.9%, S&amp;P 500 down 2.4%, Nasdaq down 2.8%</p><p>U.S. stocks sold off sharply Thursday as investor anxiety heightened ahead of data on Friday that is expected to show consumer prices remained elevated in May.</p><p>Selling picked up toward the end of the session. Mega-cap growth stocks led the drop, with Apple Inc    and Amazon.com Inc    falling 3.6% and 4.2%, respectively, and putting the most pressure on the S&amp;P 500 and the Nasdaq.</p><p>Communication services    and technology    had the biggest declines among sectors, although all 11 S&amp;P 500 sectors ended lower on the day.</p><p>Adding to nervousness, the benchmark U.S. 10-year Treasury yield    climbed to as much as 3.073%, its highest level since May 11.</p><p>Recent sharp gains in oil prices     also weighed on sentiment before Friday&#39;s U.S. consumer price index report.</p><p>&#34;We&#39;re getting prepared for what the news might be regarding inflation tomorrow,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>&#34;I view it as mixed. If the total is high and the core number shows some sort of drop, I actually think the markets could rally on that because it&#39;ll show that things are kind of rolling over a bit.&#34;</p><p>The data is expected to show that consumer prices rose 0.7% in May, while the core consumer price index <a href=\"https://laohu8.com/S/CPI\">$(CPI)$</a>, which excludes the volatile food and energy sectors, rose 0.5% in the month.</p><p>The Dow Jones Industrial Average    fell 638.11 points, or 1.94%, to 32,272.79; the S&amp;P 500    lost 97.95 points, or 2.38%, to 4,017.82; and the Nasdaq Composite    dropped 332.05 points, or 2.75%, to 11,754.23.</p><p>All three of the major indexes registered their biggest daily percentage declines since mid-May. The S&amp;P 500 is down 15.7% for the year so far and the Nasdaq is down about 25%.</p><p>Higher-than-expected inflation readings could increase fears that the U.S. Federal Reserve will raise interest rates more aggressively than previously expected.</p><p>The central bank has raised its short-term interest rate by three-quarters of a percentage point this year and intends to keep at it with 50 basis points increases at its meeting next week and again in July.</p><p>Alibaba Group    shares slid 8.1% after its affiliate Ant Group said it has no plan to initiate an initial public offering.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.51-to-1 ratio; on Nasdaq, a 2.79-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted <a href=\"https://laohu8.com/S/AONE.U\">one</a> new 52-week high and 31 new lows; the Nasdaq Composite recorded 18 new highs and 127 new lows.</p><p>Volume on U.S. exchanges was 11.50 billion shares, compared with the 12.07 billion-share average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","IVV":"标普500指数ETF","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","SDOW":"道指三倍做空ETF-ProShares","BK4532":"文艺复兴科技持仓",".DJI":"道琼斯","CPI":"IQ Real Return ETF","SDS":"两倍做空标普500ETF",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","OEX":"标普100",".SPX":"S&P 500 Index","BK4533":"AQR资本管理(全球第二大对冲基金)","QID":"纳指两倍做空ETF","BK4566":"资本集团","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","BK4538":"云计算","BK4559":"巴菲特持仓","SH":"标普500反向ETF","BK4579":"人工智能","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","BK4122":"互联网与直销零售","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","BK4561":"索罗斯持仓","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242631833","content_text":"* 10-Year Treasury yields rise* Apple, Amazon biggest weights on S&P 500* Indexes: Dow down 1.9%, S&P 500 down 2.4%, Nasdaq down 2.8%U.S. stocks sold off sharply Thursday as investor anxiety heightened ahead of data on Friday that is expected to show consumer prices remained elevated in May.Selling picked up toward the end of the session. Mega-cap growth stocks led the drop, with Apple Inc    and Amazon.com Inc    falling 3.6% and 4.2%, respectively, and putting the most pressure on the S&P 500 and the Nasdaq.Communication services    and technology    had the biggest declines among sectors, although all 11 S&P 500 sectors ended lower on the day.Adding to nervousness, the benchmark U.S. 10-year Treasury yield    climbed to as much as 3.073%, its highest level since May 11.Recent sharp gains in oil prices     also weighed on sentiment before Friday's U.S. consumer price index report.\"We're getting prepared for what the news might be regarding inflation tomorrow,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.\"I view it as mixed. If the total is high and the core number shows some sort of drop, I actually think the markets could rally on that because it'll show that things are kind of rolling over a bit.\"The data is expected to show that consumer prices rose 0.7% in May, while the core consumer price index $(CPI)$, which excludes the volatile food and energy sectors, rose 0.5% in the month.The Dow Jones Industrial Average    fell 638.11 points, or 1.94%, to 32,272.79; the S&P 500    lost 97.95 points, or 2.38%, to 4,017.82; and the Nasdaq Composite    dropped 332.05 points, or 2.75%, to 11,754.23.All three of the major indexes registered their biggest daily percentage declines since mid-May. The S&P 500 is down 15.7% for the year so far and the Nasdaq is down about 25%.Higher-than-expected inflation readings could increase fears that the U.S. Federal Reserve will raise interest rates more aggressively than previously expected.The central bank has raised its short-term interest rate by three-quarters of a percentage point this year and intends to keep at it with 50 basis points increases at its meeting next week and again in July.Alibaba Group    shares slid 8.1% after its affiliate Ant Group said it has no plan to initiate an initial public offering.Declining issues outnumbered advancing ones on the NYSE by a 5.51-to-1 ratio; on Nasdaq, a 2.79-to-1 ratio favored decliners.The S&P 500 posted one new 52-week high and 31 new lows; the Nasdaq Composite recorded 18 new highs and 127 new lows.Volume on U.S. exchanges was 11.50 billion shares, compared with the 12.07 billion-share average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907519346,"gmtCreate":1660215560488,"gmtModify":1703479159814,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907519346","repostId":"1103823286","repostType":2,"repost":{"id":"1103823286","pubTimestamp":1660231920,"share":"https://www.laohu8.com/m/news/1103823286?lang=&edition=full","pubTime":"2022-08-11 23:32","market":"us","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba&#39;s shares are trading at seemingly attractive valuation multiples but investors shouldn&#39;t fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba&#39;s (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it&#39;s now rife with problems, speculation and stretched assumptions. In this article, I&#39;ll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let&#39;s take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba&#39;s shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn&#39;t have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let&#39;s shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba&#39;s shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba&#39;s US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba&#39;s shares should ideally be trading at a discount compared to its US-based peers in the first place, but it&#39;s actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn&#39;t hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba&#39;s growth prospects and it&#39;s admittedly a silver lining in the whole contrarian narrative.</p><p>But there&#39;s a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street&#39;s forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don&#39;t open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they&#39;re going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I&#39;ve been warning investors that the regulators haven&#39;t been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won&#39;t make a difference. But it will. The prospect of Alibaba&#39;s shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it&#39;s not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There&#39;s no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it&#39;s rife with issues.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: More Bad News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905998447,"gmtCreate":1659790285392,"gmtModify":1703766557918,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905998447","repostId":"1102529925","repostType":4,"repost":{"id":"1102529925","pubTimestamp":1659757740,"share":"https://www.laohu8.com/m/news/1102529925?lang=&edition=full","pubTime":"2022-08-06 11:49","market":"us","language":"en","title":"3 Monkeypox Stocks to Buy as Biden Declares Public Health Emergency","url":"https://stock-news.laohu8.com/highlight/detail?id=1102529925","media":"InvestorPlace","summary":"The White House is about to turn to vaccine producers to curb the spread of monkeypox. Here are the ","content":"<html><head></head><body><ul><li>The White House is about to turn to vaccine producers to curb the spread of monkeypox. Here are the names to know.</li><li><b>Bavarian Nordic</b>(<b><u>BVNRY</u></b>): The industry leader among vaccine producers.</li><li><b>GeoVax</b>(<b><u>GOVX</u></b>): A U.S.-based company with an edge over its international competitors.</li><li><b>Applied DNA Sciences</b>(<b><u>APDN</u></b>): The company at the forefront of the monkeypox testing revolution.</li></ul><p>The White House has declared monkeypox a public health emergency. Within the last two weeks, California, New York and Illinois making the same declaration already, and many other states are sounding the alarm. With the Joe Biden administration finally issuing this decree, though, public health officials have more flexibility to take action. The <i>Washington Post</i> reports that a second declaration is also under consideration. Under it, public health officials could “expedite medical countermeasures, such as potential treatments and vaccines, without going through full-fledged federal reviews.” Details are still emerging but one thing is clear; the U.S. is about to see a new focus on monkeypox vaccines. This means an influx in demand for the companies that produce them. Investors are already assessing the best monkeypox stocks.</p><p>The Covid-19 pandemic isn’t over but the U.S. is already entering a new vaccine boom. But the delayed vaccine rollout continues to raise questions.<i>CNN</i> reports that the U.S. delayed a large-scale vaccine order out of fear of the shots expiring before being administered. Federal agencies are exploring new ways to provide vaccines more efficiently, but the supply shortage poses challenges. For the U.S. government, the best chance at stopping the spread of the virus is to provide more vaccines. The White House knows it and it will work with vaccine makers to ensure that the rollout is expedited.</p><p>Let’s take a look at the vaccine stocks that will benefit the most:</p><p><b>Bavarian Nordic (BVNRY)</b></p><p>As its name suggests, Bavarian Nordic (OTCMKTS:<b><u>BVNRY</u></b>) isn’t a U.S. company. But the Danish pharmaceutical producer has quickly emerged as a leader among monkeypox stocks. It became a household name very quickly when the U.S, and other countries, began placing large orders for vaccines. Bavarian Nordic produces JYNNEOS, a non-replicating vaccine that is one of the only two licensed monkeypox treatments in the U.S. Unless other treatments gain that type of federal approval soon, Bavarian Nordic will see significant demand from one of the world’s largest markets. But it has already benefited from rising global demand. In early June, the company secured a lucrative vaccine contract with Canada. More recently, it inked a deal to supply 350,000 JYNNEOS doses to an “undisclosed APAC [Asia-Pacific] country”</p><p>Right now, the biggest hurdle for Bavarian Nordic will be meeting demand. But with the threat of monkeypox continuing to mount, the Dutch government may take action to help the company scale production. Bavarian Nordic has already carved out a niche for itself as the market leader among monkeypox stocks. It has spiked by more than 90% over the past six months and still has plenty of room to grow. The fact that it produces one of the only treatments with regulatory approval from U.S. agencies makes it a clear stock to buy for the monkeypox vaccine boom.</p><p><b>GeoVax (GOVX)</b></p><p>For investors seeking monkeypox stock at an even lower price, <b>GeoVax</b>(NASDAQ:<b><u>GOVX</u></b>) provides a tempting opportunity. This U.S.-based biotechnology firm recently fell on its Q2 earnings report but that doesn’t mean it won’t rise again. GOVX stock skyrocketed in June 2022 on growing monkeypox fears. When its CEO noted that GeoVax’s vaccines had “been validated and registered for [the] prevention of Monkeypox virus infection,” the stock quickly surged. Despite falling this week, shares are still up an impressive 344% for the month. As<i>InvestorPlace</i>contributor Chris MacDonald noted, “Should vaccine demand continue to remain high, there’s a significant potential market for GeoVax’s vaccines.”</p><p>Given the speed at which cases are spreading, it’s not likely that the demand for monkeypox vaccines is going anywhere. That means that the potential market highlighted by MacDonald is only going to grow. As noted, Bavarian Nordic may be the industry leader among monkeypox stocks, but GeoVax has a clear edge. As a company based in the U.S., it will benefit from policies aimed at helping vaccine makers scale production. And since the Biden administration considers monkeypox to be a public health emergency, it has considerable incentive to help U.S. companies produce more vaccines in order to keep the virus from getting worse. With midterm elections quickly approaching, another public health crisis is the last thing Democrats need.</p><p><b>Applied DNA Sciences (APDN)</b></p><p>Vaccine markers aren’t the only ones who stand to benefit from the monkeypox outbreak. <b>Applied DNA Sciences</b>(NASDAQ:<b><u>APDN</u></b>) is a molecular technology firm that has become the undisputed leader in the field of monkeypox testing. The little-known stock turned heads this week as it began a truly impressive surge. As of this writing, it is poised to finish the week with gains of 800% for the past five days. “The testing announcement and subsequent rise of APDN stock are occurring amid growing concern of increasing monkeypox infections,” reports<i>InvestorPlace</i>contributor Josh Enomoto. “Therefore, robust testing mechanisms may allow government agencies to better control and manage this latest outbreak.”</p><p>Applied DNA Sciences is on its way to becoming the <b>Quest Diagnostics</b>(NYSE:<b><u>DGX</u></b>) of the monkeypox boom. The Covid-19 breakout stock helped bring testing to the masses. Now Applied DNA Sciences is poised to do the same. Despite rising so much this week, it still trades at the low price of just over $6 per share. That’s a bargain when we consider how much further it can rise as monkeypox cases continue to spread. It should be on everyone’s list of monkeypox stocks to buy as the U.S. figures out its response to the virus.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Monkeypox Stocks to Buy as Biden Declares Public Health Emergency</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Monkeypox Stocks to Buy as Biden Declares Public Health Emergency\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/3-monkeypox-stocks-to-buy-as-biden-declares-public-health-emergency/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The White House is about to turn to vaccine producers to curb the spread of monkeypox. Here are the names to know.Bavarian Nordic(BVNRY): The industry leader among vaccine producers.GeoVax(GOVX): A U....</p>\n\n<a href=\"https://investorplace.com/2022/08/3-monkeypox-stocks-to-buy-as-biden-declares-public-health-emergency/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOVX":"GeoVax Labs Inc","BVNRY":"Bavarian Nordic A/S","APDN":"Applied DNA Sciences Inc"},"source_url":"https://investorplace.com/2022/08/3-monkeypox-stocks-to-buy-as-biden-declares-public-health-emergency/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102529925","content_text":"The White House is about to turn to vaccine producers to curb the spread of monkeypox. Here are the names to know.Bavarian Nordic(BVNRY): The industry leader among vaccine producers.GeoVax(GOVX): A U.S.-based company with an edge over its international competitors.Applied DNA Sciences(APDN): The company at the forefront of the monkeypox testing revolution.The White House has declared monkeypox a public health emergency. Within the last two weeks, California, New York and Illinois making the same declaration already, and many other states are sounding the alarm. With the Joe Biden administration finally issuing this decree, though, public health officials have more flexibility to take action. The Washington Post reports that a second declaration is also under consideration. Under it, public health officials could “expedite medical countermeasures, such as potential treatments and vaccines, without going through full-fledged federal reviews.” Details are still emerging but one thing is clear; the U.S. is about to see a new focus on monkeypox vaccines. This means an influx in demand for the companies that produce them. Investors are already assessing the best monkeypox stocks.The Covid-19 pandemic isn’t over but the U.S. is already entering a new vaccine boom. But the delayed vaccine rollout continues to raise questions.CNN reports that the U.S. delayed a large-scale vaccine order out of fear of the shots expiring before being administered. Federal agencies are exploring new ways to provide vaccines more efficiently, but the supply shortage poses challenges. For the U.S. government, the best chance at stopping the spread of the virus is to provide more vaccines. The White House knows it and it will work with vaccine makers to ensure that the rollout is expedited.Let’s take a look at the vaccine stocks that will benefit the most:Bavarian Nordic (BVNRY)As its name suggests, Bavarian Nordic (OTCMKTS:BVNRY) isn’t a U.S. company. But the Danish pharmaceutical producer has quickly emerged as a leader among monkeypox stocks. It became a household name very quickly when the U.S, and other countries, began placing large orders for vaccines. Bavarian Nordic produces JYNNEOS, a non-replicating vaccine that is one of the only two licensed monkeypox treatments in the U.S. Unless other treatments gain that type of federal approval soon, Bavarian Nordic will see significant demand from one of the world’s largest markets. But it has already benefited from rising global demand. In early June, the company secured a lucrative vaccine contract with Canada. More recently, it inked a deal to supply 350,000 JYNNEOS doses to an “undisclosed APAC [Asia-Pacific] country”Right now, the biggest hurdle for Bavarian Nordic will be meeting demand. But with the threat of monkeypox continuing to mount, the Dutch government may take action to help the company scale production. Bavarian Nordic has already carved out a niche for itself as the market leader among monkeypox stocks. It has spiked by more than 90% over the past six months and still has plenty of room to grow. The fact that it produces one of the only treatments with regulatory approval from U.S. agencies makes it a clear stock to buy for the monkeypox vaccine boom.GeoVax (GOVX)For investors seeking monkeypox stock at an even lower price, GeoVax(NASDAQ:GOVX) provides a tempting opportunity. This U.S.-based biotechnology firm recently fell on its Q2 earnings report but that doesn’t mean it won’t rise again. GOVX stock skyrocketed in June 2022 on growing monkeypox fears. When its CEO noted that GeoVax’s vaccines had “been validated and registered for [the] prevention of Monkeypox virus infection,” the stock quickly surged. Despite falling this week, shares are still up an impressive 344% for the month. AsInvestorPlacecontributor Chris MacDonald noted, “Should vaccine demand continue to remain high, there’s a significant potential market for GeoVax’s vaccines.”Given the speed at which cases are spreading, it’s not likely that the demand for monkeypox vaccines is going anywhere. That means that the potential market highlighted by MacDonald is only going to grow. As noted, Bavarian Nordic may be the industry leader among monkeypox stocks, but GeoVax has a clear edge. As a company based in the U.S., it will benefit from policies aimed at helping vaccine makers scale production. And since the Biden administration considers monkeypox to be a public health emergency, it has considerable incentive to help U.S. companies produce more vaccines in order to keep the virus from getting worse. With midterm elections quickly approaching, another public health crisis is the last thing Democrats need.Applied DNA Sciences (APDN)Vaccine markers aren’t the only ones who stand to benefit from the monkeypox outbreak. Applied DNA Sciences(NASDAQ:APDN) is a molecular technology firm that has become the undisputed leader in the field of monkeypox testing. The little-known stock turned heads this week as it began a truly impressive surge. As of this writing, it is poised to finish the week with gains of 800% for the past five days. “The testing announcement and subsequent rise of APDN stock are occurring amid growing concern of increasing monkeypox infections,” reportsInvestorPlacecontributor Josh Enomoto. “Therefore, robust testing mechanisms may allow government agencies to better control and manage this latest outbreak.”Applied DNA Sciences is on its way to becoming the Quest Diagnostics(NYSE:DGX) of the monkeypox boom. The Covid-19 breakout stock helped bring testing to the masses. Now Applied DNA Sciences is poised to do the same. Despite rising so much this week, it still trades at the low price of just over $6 per share. That’s a bargain when we consider how much further it can rise as monkeypox cases continue to spread. It should be on everyone’s list of monkeypox stocks to buy as the U.S. figures out its response to the virus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052380156,"gmtCreate":1655126123275,"gmtModify":1676535565915,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052380156","repostId":"1135242904","repostType":2,"repost":{"id":"1135242904","pubTimestamp":1655123149,"share":"https://www.laohu8.com/m/news/1135242904?lang=&edition=full","pubTime":"2022-06-13 20:25","market":"us","language":"en","title":"AMD Stock is Poised For Upside, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1135242904","media":"TipRanks","summary":"Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough m","content":"<div>\n<p>Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough macroeconomic conditions? Let us take a look.Shares of AMD (NASDAQ: AMD) have dropped 36.9% this year...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock is Poised For Upside, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Stock is Poised For Upside, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-13 20:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough macroeconomic conditions? Let us take a look.Shares of AMD (NASDAQ: AMD) have dropped 36.9% this year...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/amd-stock-is-poised-for-upside-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135242904","content_text":"Story HighlightsAMD held its Analyst Day last week. Is AMD still poised for upside given the tough macroeconomic conditions? Let us take a look.Shares of AMD (NASDAQ: AMD) have dropped 36.9% this year, even as the demand for its products remains strong and the company delivered impressive Q1 results. The semiconductor giant primarily offers x86 microprocessors, server and embedded processors, development services, and technology for gaming consoles and semi-custom System-on-Chip (SoC) products.Last week, the company hosted its Financial Analyst Day, which left Rosenblatt Securities analyst Hans Mosesmann impressed. The analyst came away bullish and reiterated a Street high price target of $200 on the stock following the analyst day presentation. Mosesmann’s price target implies an upside potential of 110.93% at current levels.Let us look at the reasons behind analyst Mosesmann’s bullish stance.The company unveiled some key technology and portfolio updates on Analyst Day. This includes the Zen 4 core processor expected to be launched later this year and the Zen 5 core processor that is likely to be launched in 2024.AMD also revealed “an expanded portfolio of high-performance, next-generation CPUs, accelerators, data processing units (DPUs), and adaptive computing products optimized for multiple workloads.”Financial UpdatesThe semiconductor giant announced that starting with the Q2 results, AMD will be updating its business reporting segments that will be aligned with its end markets. These new business segments will be data centers, embedded business, client end markets, and gaming.AMD updated its financial targets over the next three to four years (long term) and now expects its revenues to grow at a Compounded Annual Growth Rate (CAGR) of 20% and gross margin to exceed 57% as the company looks at a richer product mix and cost efficiencies.The company targets an operating margin in the mid-30s percentage over the long term and a free cash flow margin of more than 25%.AMD believes these long-term targets are very much achievable considering the total addressable market is worth $300 billion for its products.As Dr. Lisa Su, AMD Chair and CEO pointed out in its Analyst Day press release, “The close of our transformational acquisition of Xilinx and our expanded portfolio of leadership compute engines provide AMD with significant opportunities to deliver continued strong revenue growth with compelling shareholder returns as we capture a larger share of the diverse $300 billion markets for our high-performance and adaptive products.”Wall Street’s TakeAnalyst Mosesmann believes that “AMD deserves a premium P/E [price-to-earnings] multiple on the premise of a CPU/GPU share gain, the addition of Xilinx’s broad-based portfolio of FPGAs/IP [field programmable gate array /internet protocol] and a dollar content expansion story, which is multi-year in nature.”The rest of the analysts on the Street, however, are cautiously optimistic with a consensus rating of Moderate Buy based on 14 Buys and 10 Holds. The average AMD price target is $138.40, which implies a 45.9% upside potential to current levels.Bottom LineAMD is seeing strong underlying demand for its products, and analysts, including Mosesmann, are of the view that AMD will chip away at Intel’s market share over the next two to three years. Considering this scenario, AMD stock may soar higher.What’s more, the chip maker also scores a perfect ‘10’ on the TipRanksSmart Score system, indicating that the stock is highly likely to outperform the market. The TipRanks Smart Score system is a data-driven, quantitative scoring system that analyses stocks on eight major parameters and comes up with a Smart Score ranging from 1 to 10. The higher the score, the more likely is the stock to outperform the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022861284,"gmtCreate":1653519233648,"gmtModify":1676535294552,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022861284","repostId":"2238439205","repostType":2,"repost":{"id":"2238439205","pubTimestamp":1653512160,"share":"https://www.laohu8.com/m/news/2238439205?lang=&edition=full","pubTime":"2022-05-26 04:56","market":"us","language":"en","title":"Nvidia Shares Drop 6.8% After-Hours on Disappointing Guidance, While Q1 Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2238439205","media":"StreetInsider","summary":"NVIDIA shares were trading around 6.8% lower after-hours following the company’s reported Q1 earning","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> shares were trading around 6.8% lower after-hours following the company’s reported Q1 earnings results. While both the EPS of $1.36 and revenue of $8.29 billion (up 46% year-over-year) came in better than the consensus estimates of $1.29 and $8.12 billion, respectively, Q2 revenue guidance missed the expectations.</p><p><img src=\"https://static.tigerbbs.com/0b170a489a66e1f98e3980a11e6c0282\" tg-width=\"877\" tg-height=\"669\" width=\"100%\" height=\"auto\"/>The company delivered record results in Data Center and Gaming. Data Center Q1 revenue was $3.75 billion (up 83% year-over-year) and Gaming revenue was $3.62 billion (up 31% year-over-year).</p><p>“We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,” said Jensen Huang, founder and CEO of NVIDIA. “The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt NVIDIA for AI computing. Data Center has become our largest platform, even as Gaming achieved a record quarter. “We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact,” he said.</p><p>The company expects Q2/23 revenue to be $8.10 billion, plus or minus 2%, worse than the consensus estimate of $8.45 billion.</p><p>The company’s board of directors also announced an additional share repurchase program of up to $15 billion through December 2023.</p><p>Shares of NVIDIA were down 42% year-to-date going into the results.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Drop 6.8% After-Hours on Disappointing Guidance, While Q1 Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Drop 6.8% After-Hours on Disappointing Guidance, While Q1 Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 04:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20131437><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA shares were trading around 6.8% lower after-hours following the company’s reported Q1 earnings results. While both the EPS of $1.36 and revenue of $8.29 billion (up 46% year-over-year) came in ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20131437\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.streetinsider.com/dr/news.php?id=20131437","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238439205","content_text":"NVIDIA shares were trading around 6.8% lower after-hours following the company’s reported Q1 earnings results. While both the EPS of $1.36 and revenue of $8.29 billion (up 46% year-over-year) came in better than the consensus estimates of $1.29 and $8.12 billion, respectively, Q2 revenue guidance missed the expectations.The company delivered record results in Data Center and Gaming. Data Center Q1 revenue was $3.75 billion (up 83% year-over-year) and Gaming revenue was $3.62 billion (up 31% year-over-year).“We delivered record results in Data Center and Gaming against the backdrop of a challenging macro environment,” said Jensen Huang, founder and CEO of NVIDIA. “The effectiveness of deep learning to automate intelligence is driving companies across industries to adopt NVIDIA for AI computing. Data Center has become our largest platform, even as Gaming achieved a record quarter. “We are gearing up for the largest wave of new products in our history with new GPU, CPU, DPU and robotics processors ramping in the second half. Our new chips and systems will greatly advance AI, graphics, Omniverse, self-driving cars and robotics, as well as the many industries these technologies impact,” he said.The company expects Q2/23 revenue to be $8.10 billion, plus or minus 2%, worse than the consensus estimate of $8.45 billion.The company’s board of directors also announced an additional share repurchase program of up to $15 billion through December 2023.Shares of NVIDIA were down 42% year-to-date going into the results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289899029274784,"gmtCreate":1711782769308,"gmtModify":1711782773393,"author":{"id":"3571258072325609","authorId":"3571258072325609","name":"kylley412","avatar":"https://static.tigerbbs.com/a1c0f0ee3f57a549f42503fb37de441a","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"My year to date gain is 20%, mainly from selling put option and selling call option. 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