+Follow
Dae96
No personal profile
51
Follow
1
Followers
0
Topic
0
Badge
Posts
Hot
Dae96
2021-07-24
Hehe
Got $1,000? Buy These Cheap Growth Stocks Right Away
Dae96
2021-07-24
Hehe
Hedge Funds Dump The Rally After Buying The Dip
Dae96
2021-07-12
Ok
Suning’s Billionaire Chairman Quits After China-Led Bailout
Dae96
2021-06-24
True
Tesla lifts Nasdaq to record-high close, S&P 500 dips
Dae96
2021-06-15
That’s sad to see I hope it changes
Toplines Before US Market Open on Tuesday
Dae96
2021-06-15
Yes
Blockchain stocks mixed in morning trading
Dae96
2021-06-08
Nah
Intel: AMD Threat Is Finished
Dae96
2021-06-07
Agree
Sorry, the original content has been removed
Dae96
2021-06-07
Agree
Sorry, the original content has been removed
Dae96
2021-06-07
True
Amazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded
Go to Tiger App to see more news
{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3571559911677314","uuid":"3571559911677314","gmtCreate":1608466786907,"gmtModify":1608466786907,"name":"Dae96","pinyin":"dae96","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":51,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":174399191,"gmtCreate":1627071395813,"gmtModify":1703483696541,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174399191","repostId":"2153751984","repostType":4,"repost":{"id":"2153751984","kind":"highlight","pubTimestamp":1627050780,"share":"https://ttm.financial/m/news/2153751984?lang=&edition=fundamental","pubTime":"2021-07-23 22:33","market":"us","language":"en","title":"Got $1,000? Buy These Cheap Growth Stocks Right Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2153751984","media":"Motley Fool","summary":"These growth stocks have made investors rich in the past, and they can keep doing so in the future.","content":"<p>It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because they tend to outperform the broader market on the back of disruptive products and services that may fuel rapid long-term growth.</p>\n<p>Not surprisingly, the average price-to-earnings (P/E) ratio of the tech-heavy <b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 100</b> Index stands at 38.4 as compared to the <b>Dow Jones Industrial Average</b>'s average P/E ratio of 26.3 and the <b>S&P 500</b>'s average multiple of 36.6.</p>\n<p>However, there are a few tech companies that continue to trade at attractive valuations despite crushing the broader market. <b><a href=\"https://laohu8.com/S/QRVO\">Qorvo</a></b> (NASDAQ:QRVO) and <b>Jabil</b> (NYSE:JBL) are two stocks that have made investors significantly richer over the past five years.</p>\n<p><img src=\"https://static.tigerbbs.com/549aaadbeda352ae2081da23ac1deb45\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>QRVO data by YCharts</p>\n<p>For example, a $1,000 investment in Qorvo five years ago would be worth almost $3,100 now. A similar investment in Jabil would be worth close to $2,700 now. The good part is that both companies could at least equal, if not outperform, their stellar gains in the coming years. Let's take a look at the reasons why it still makes sense to invest $1,000 in these tech stocks.</p>\n<h3>Qorvo: Riding the 5G wave</h3>\n<p>Qorvo is benefiting from multiple hot tech trends right now, but its biggest catalyst remains the 5G smartphone market. The chipmaker's revenue in fiscal 2021 (which ended on April 3) shot up 24% year over year to $4.02 billion. It finished the year with a gross profit margin of 46.9%, up substantially over the prior year's figure of 40.8%.</p>\n<p>Qorvo credited the \"higher demand for our 5G mobile solutions, 5G base station products, and Wi-Fi products\" for this impressive showing. The good news is that all these verticals are still in their early phases of growth. For instance, 5G smartphone shipments are expected to jump from an estimated 239 million units in 2020 to 1.12 billion units by 2025, according to Taiwan-based Market Intelligence & Consulting Institute.</p>\n<p><img src=\"https://static.tigerbbs.com/4f9ffe2f3eb673512439f8114e7d18f2\" tg-width=\"700\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<p>With Qorvo getting just over 71% of its total revenue from the mobile products segment last quarter, the 5G smartphone boom is going to move the needle significantly for the company. After all, the chipmaker supplies its wireless components to the leading players in the 5G smartphone space, including <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL). The iPhone maker produced 30% of Qorvo's total revenue last fiscal year.</p>\n<p>This sizable reliance on Apple is a good thing for Qorvo as the tech giant is on fire in the 5G smartphone era. The iPhone 12 has been a runaway hit among consumers looking to make the move to a 5G device from their older iPhones, and there are at least 800 million customers in Apple's installed base that have yet to make the move to 5G. As a result, Apple is going to be a long-term catalyst for Qorvo's mobile business thanks to the massive iPhone volume opportunity at hand.</p>\n<p>Its relationship with other smartphone OEMs (original equipment manufacturers) such as <b>Samsung</b> and <b>Xiaomi</b> will also come in handy in the long run, as these companies are dominant players in the 5G smartphone market along with Apple.</p>\n<p>More importantly, the improved 5G smartphone volumes will help Qorvo generate faster revenue and earnings growth. That's because the radio-frequency (RF) content in mid-range 5G smartphones is doubling over their 4G predecessors, while high-end devices are witnessing an additional $5 to $7 in wireless content.</p>\n<p>Thanks to the 5G tailwind, Qorvo is anticipated to record 16% annual earnings growth for the next five years, up from the 6% annual growth seen in the last five years. This makes it an attractive growth stock to buy right now at 29.7 times trailing earnings, which is lower than the Nasdaq 100 Index's rich multiple we saw earlier.</p>\n<h3>Jabil: Diverse growth drivers should lead to better times</h3>\n<p>Jabil has made a fine comeback this year after the novel coronavirus pandemic derailed the company's growth in 2020. The contract electronics manufacturer delivered a solid third-quarter earnings report in June, recording 14% year-over-year revenue growth to $7.2 billion. Non-GAAP earnings had shot up to $1.30 per share during the quarter from $0.37 per share a year ago. <b> </b></p>\n<p>Even better, Jabil upgraded its full-year guidance on the back of impressive momentum in the cloud, mobility, semiconductor, automotive, and connected devices markets. These end markets are on track to grow nicely for Jabil this year and beyond.</p>\n<p>In mobility, for instance, Jabil expects $4.1 billion in revenue this fiscal year, up 24% over fiscal 2020. That's not surprising as 20% of the company's total revenue comes from manufacturing casings for Apple's iPhone and iPad. We have already seen that Apple's 5G iPhones are selling like hotcakes, and they can keep doing so thanks to an upgrade supercycle that's currently playing out. This should rub off positively on Jabil's prospects as well since it has a close relationship with Apple.</p>\n<p>However, Jabil draws its revenue from a wider number of verticals. The automotive and transportation segment, for example, is expected to deliver $2.2 billion in revenue this year, up 29% from last year. This business seems to have solid long-term potential as the global automotive contract manufacturing space is expected to clock 7.2% annual growth through 2027, according to a third-party estimate.</p>\n<p>Similarly, Jabil provides contract manufacturing services to connected device manufacturers, semiconductor capital equipment makers, cloud computing customers, and networking and storage providers, among others. Grand View Research estimates that the global contract electronics manufacturing market could be worth $800 billion by 2027 as compared to $417 billion at the end of 2019.</p>\n<p>Not surprisingly, Jabil's bottom line is expected to grow at nearly 20% per year for the next five years, as it seems to be on track to take advantage of the huge end-market opportunity that lies ahead. And now would be a great time to buy this tech stock as it is trading at just 14 times trailing earnings, which makes it way cheaper than the indexes discussed earlier. What's more, Jabil's forward earnings multiple of just 9.3 makes it even more attractive, giving investors another great reason to consider putting $1,000 in the stock.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? Buy These Cheap Growth Stocks Right Away</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\">\nGot $1,000? Buy These Cheap Growth Stocks Right Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 22:33 GMT+8 <a href=https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QRVO":"Qorvo, Inc.","03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153751984","content_text":"It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because they tend to outperform the broader market on the back of disruptive products and services that may fuel rapid long-term growth.\nNot surprisingly, the average price-to-earnings (P/E) ratio of the tech-heavy Nasdaq 100 Index stands at 38.4 as compared to the Dow Jones Industrial Average's average P/E ratio of 26.3 and the S&P 500's average multiple of 36.6.\nHowever, there are a few tech companies that continue to trade at attractive valuations despite crushing the broader market. Qorvo (NASDAQ:QRVO) and Jabil (NYSE:JBL) are two stocks that have made investors significantly richer over the past five years.\n\nQRVO data by YCharts\nFor example, a $1,000 investment in Qorvo five years ago would be worth almost $3,100 now. A similar investment in Jabil would be worth close to $2,700 now. The good part is that both companies could at least equal, if not outperform, their stellar gains in the coming years. Let's take a look at the reasons why it still makes sense to invest $1,000 in these tech stocks.\nQorvo: Riding the 5G wave\nQorvo is benefiting from multiple hot tech trends right now, but its biggest catalyst remains the 5G smartphone market. The chipmaker's revenue in fiscal 2021 (which ended on April 3) shot up 24% year over year to $4.02 billion. It finished the year with a gross profit margin of 46.9%, up substantially over the prior year's figure of 40.8%.\nQorvo credited the \"higher demand for our 5G mobile solutions, 5G base station products, and Wi-Fi products\" for this impressive showing. The good news is that all these verticals are still in their early phases of growth. For instance, 5G smartphone shipments are expected to jump from an estimated 239 million units in 2020 to 1.12 billion units by 2025, according to Taiwan-based Market Intelligence & Consulting Institute.\n\nImage source: Getty Images.\nWith Qorvo getting just over 71% of its total revenue from the mobile products segment last quarter, the 5G smartphone boom is going to move the needle significantly for the company. After all, the chipmaker supplies its wireless components to the leading players in the 5G smartphone space, including Apple (NASDAQ:AAPL). The iPhone maker produced 30% of Qorvo's total revenue last fiscal year.\nThis sizable reliance on Apple is a good thing for Qorvo as the tech giant is on fire in the 5G smartphone era. The iPhone 12 has been a runaway hit among consumers looking to make the move to a 5G device from their older iPhones, and there are at least 800 million customers in Apple's installed base that have yet to make the move to 5G. As a result, Apple is going to be a long-term catalyst for Qorvo's mobile business thanks to the massive iPhone volume opportunity at hand.\nIts relationship with other smartphone OEMs (original equipment manufacturers) such as Samsung and Xiaomi will also come in handy in the long run, as these companies are dominant players in the 5G smartphone market along with Apple.\nMore importantly, the improved 5G smartphone volumes will help Qorvo generate faster revenue and earnings growth. That's because the radio-frequency (RF) content in mid-range 5G smartphones is doubling over their 4G predecessors, while high-end devices are witnessing an additional $5 to $7 in wireless content.\nThanks to the 5G tailwind, Qorvo is anticipated to record 16% annual earnings growth for the next five years, up from the 6% annual growth seen in the last five years. This makes it an attractive growth stock to buy right now at 29.7 times trailing earnings, which is lower than the Nasdaq 100 Index's rich multiple we saw earlier.\nJabil: Diverse growth drivers should lead to better times\nJabil has made a fine comeback this year after the novel coronavirus pandemic derailed the company's growth in 2020. The contract electronics manufacturer delivered a solid third-quarter earnings report in June, recording 14% year-over-year revenue growth to $7.2 billion. Non-GAAP earnings had shot up to $1.30 per share during the quarter from $0.37 per share a year ago. \nEven better, Jabil upgraded its full-year guidance on the back of impressive momentum in the cloud, mobility, semiconductor, automotive, and connected devices markets. These end markets are on track to grow nicely for Jabil this year and beyond.\nIn mobility, for instance, Jabil expects $4.1 billion in revenue this fiscal year, up 24% over fiscal 2020. That's not surprising as 20% of the company's total revenue comes from manufacturing casings for Apple's iPhone and iPad. We have already seen that Apple's 5G iPhones are selling like hotcakes, and they can keep doing so thanks to an upgrade supercycle that's currently playing out. This should rub off positively on Jabil's prospects as well since it has a close relationship with Apple.\nHowever, Jabil draws its revenue from a wider number of verticals. The automotive and transportation segment, for example, is expected to deliver $2.2 billion in revenue this year, up 29% from last year. This business seems to have solid long-term potential as the global automotive contract manufacturing space is expected to clock 7.2% annual growth through 2027, according to a third-party estimate.\nSimilarly, Jabil provides contract manufacturing services to connected device manufacturers, semiconductor capital equipment makers, cloud computing customers, and networking and storage providers, among others. Grand View Research estimates that the global contract electronics manufacturing market could be worth $800 billion by 2027 as compared to $417 billion at the end of 2019.\nNot surprisingly, Jabil's bottom line is expected to grow at nearly 20% per year for the next five years, as it seems to be on track to take advantage of the huge end-market opportunity that lies ahead. And now would be a great time to buy this tech stock as it is trading at just 14 times trailing earnings, which makes it way cheaper than the indexes discussed earlier. What's more, Jabil's forward earnings multiple of just 9.3 makes it even more attractive, giving investors another great reason to consider putting $1,000 in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174399346,"gmtCreate":1627071366685,"gmtModify":1703483696376,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174399346","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://ttm.financial/m/news/1124707956?lang=&edition=fundamental","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p>\n<p>As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p>\n<p>Some more observations from Goldman Prime on the post-bottom action:</p>\n<ul>\n <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>\n <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>\n <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>\n <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li>\n</ul>\n<ol>\n <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>\n <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li>\n</ol>\n<ul>\n <li><p><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p></li>\n <li><p><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p></li>\n</ul>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p>\n<p>What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p>\n<p><b>Yesterday (July 20th)</b></p>\n<ul>\n <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>\n <li>Systematic LS -0.2%</li>\n</ul>\n<p><b>July MTD</b></p>\n<ul>\n <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>\n <li>Systematic LS +1.5%</li>\n</ul>\n<p><b>2021 YTD</b></p>\n<ul>\n <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>\n <li>Systematic LS +12.2%</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p>\n<p><img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Dump The Rally After Buying The Dip</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\">\nHedge Funds Dump The Rally After Buying The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 23:12 GMT+8 <a href=https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142062494,"gmtCreate":1626104764018,"gmtModify":1703753576608,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"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/142062494","repostId":"1175879126","repostType":4,"repost":{"id":"1175879126","kind":"news","pubTimestamp":1626103561,"share":"https://ttm.financial/m/news/1175879126?lang=&edition=fundamental","pubTime":"2021-07-12 23:26","market":"us","language":"en","title":"Suning’s Billionaire Chairman Quits After China-Led Bailout","url":"https://stock-news.laohu8.com/highlight/detail?id=1175879126","media":"Bloomberg","summary":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing c","content":"<p>Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.</p>\n<p>The company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.</p>\n<p>The group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.</p>\n<p>The bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.</p>\n<p>Suning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.</p>\n<p>The stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Suning’s Billionaire Chairman Quits After China-Led Bailout</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\">\nSuning’s Billionaire Chairman Quits After China-Led Bailout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002024":"ST易购"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175879126","content_text":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.\nThe group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.\nThe bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.\nSuning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.\nThe stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121760676,"gmtCreate":1624492744595,"gmtModify":1703838126118,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121760676","repostId":"2145156570","repostType":4,"repost":{"id":"2145156570","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624489510,"share":"https://ttm.financial/m/news/2145156570?lang=&edition=fundamental","pubTime":"2021-06-24 07:05","market":"us","language":"en","title":"Tesla lifts Nasdaq to record-high close, S&P 500 dips","url":"https://stock-news.laohu8.com/highlight/detail?id=2145156570","media":"Reuters","summary":"June 23 - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.Gains in Nvidia Corp and $Facebook$ Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.Data firm IHS $Markit$ said its flash U.S. manufacturi","content":"<p>June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.</p>\n<p>Gains in Nvidia Corp and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.</p>\n<p>Data firm IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.</p>\n<p>The \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.</p>\n<p>On Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.</p>\n<p>Powell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.</p>\n<p>\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.</p>\n<p>Eight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .</p>\n<p>Tesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.</p>\n<p>Extending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.</p>\n<p>The Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.</p>\n<p>The Nasdaq Composite climbed 0.13% to 14,271.73.</p>\n<p>The S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.</p>\n<p>Nikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.</p>\n<p>Among so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while <a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources Inc</a> slumped 30%, tumbling for a second day after announcing an upsized stock offering.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla lifts Nasdaq to record-high close, S&P 500 dips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla lifts Nasdaq to record-high close, S&P 500 dips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-24 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.</p>\n<p>Gains in Nvidia Corp and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.</p>\n<p>Data firm IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.</p>\n<p>The \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.</p>\n<p>On Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.</p>\n<p>Powell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.</p>\n<p>\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.</p>\n<p>Eight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .</p>\n<p>Tesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.</p>\n<p>Extending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.</p>\n<p>The Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.</p>\n<p>The Nasdaq Composite climbed 0.13% to 14,271.73.</p>\n<p>The S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.</p>\n<p>Nikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.</p>\n<p>Among so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while <a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources Inc</a> slumped 30%, tumbling for a second day after announcing an upsized stock offering.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉","IVV":"标普500指数ETF","NVDA":"英伟达","INFO":"Harbor PanAgora Dynamic Large Cap Core ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","NKLA":"Nikola Corporation",".IXIC":"NASDAQ Composite","NDAQ":"纳斯达克OMX交易所"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145156570","content_text":"June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.\nGains in Nvidia Corp and Facebook Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.\nData firm IHS Markit said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.\nThe \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.\nOn Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.\nPowell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.\n\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.\nEight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .\nTesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.\nExtending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.\nThe Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.\nThe Nasdaq Composite climbed 0.13% to 14,271.73.\nThe S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.\nNikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.\nAmong so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while Torchlight Energy Resources Inc slumped 30%, tumbling for a second day after announcing an upsized stock offering.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.\nThe S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.\nVolume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187745954,"gmtCreate":1623765364978,"gmtModify":1703818682403,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"That’s sad to see I hope it changes ","listText":"That’s sad to see I hope it changes ","text":"That’s sad to see I hope it changes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187745954","repostId":"1127660571","repostType":4,"repost":{"id":"1127660571","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623760680,"share":"https://ttm.financial/m/news/1127660571?lang=&edition=fundamental","pubTime":"2021-06-15 20:38","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1127660571","media":"Tiger Newspress","summary":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record clo","content":"<ul>\n <li>Stock futures edge up ahead of retail sales data.</li>\n <li>S&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>\n <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n</ul>\n<p>(June 15) <b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b> Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p>\n<p>On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p>\n<p><b>Stock Market</b></p>\n<p>U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p>\n<p>Futures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p>\n<p>At 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p>\n<p><img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p>\n<p>Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p>\n<p><b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more</b></p>\n<p><b>1) Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p>\n<p><b>2) Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p>\n<p><b>3) Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p>\n<p><b>4) Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p>\n<p><b>5) Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p>\n<p><b>6) Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p>\n<p><b>7) Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p>\n<p><b>8) AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p>\n<p><b>9) Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p>\n<p><b>10) Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p>\n<p><b>11) Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p>\n<p><b>12) Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-15 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Stock futures edge up ahead of retail sales data.</li>\n <li>S&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>\n <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n</ul>\n<p>(June 15) <b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b> Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p>\n<p>On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p>\n<p><b>Stock Market</b></p>\n<p>U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p>\n<p>Futures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p>\n<p>At 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p>\n<p><img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p>\n<p>Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p>\n<p><b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more</b></p>\n<p><b>1) Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p>\n<p><b>2) Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p>\n<p><b>3) Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p>\n<p><b>4) Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p>\n<p><b>5) Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p>\n<p><b>6) Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p>\n<p><b>7) Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p>\n<p><b>8) AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p>\n<p><b>9) Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p>\n<p><b>10) Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p>\n<p><b>11) Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p>\n<p><b>12) Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127660571","content_text":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.\nIncrease in in PPI over past 12 months rises to 6.6% from 6.2%.\nU.S. retail sales minus gas and autos fall 0.8% in May.\nU.S. retail sales minus gas and autos fall 0.8% in May.\n\n(June 15) Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record. Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nOn a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.\nStock Market\nU.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.\nFutures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.\nAt 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.\n\nInvestors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.\nStocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more\n1) Vroom(VRM) – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.\n2) Ping Identity(PING) – Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.\n3) Sage Therapeutics(SAGE) – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.\n4) Boeing(BA) – The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.\n5) Exxon Mobil(XOM) – Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.\n6) Spirit Airlines(SAVE) – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.\n7) Fastenal(FAST) – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.\n8) AstraZeneca(AZN) – AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.\n9) Cracker Barrel(CBRL) – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.\n10) Novavax(NVAX) – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.\n11) Intuit(INTU) – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.\n12) Vimeo(VMEO) – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187742066,"gmtCreate":1623765329855,"gmtModify":1703818683220,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187742066","repostId":"1180911259","repostType":4,"repost":{"id":"1180911259","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623765092,"share":"https://ttm.financial/m/news/1180911259?lang=&edition=fundamental","pubTime":"2021-06-15 21:51","market":"us","language":"en","title":"Blockchain stocks mixed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180911259","media":"Tiger Newspress","summary":"(June 15) Blockchain stocks mixed in morning trading.","content":"<p>(June 15) Blockchain stocks mixed in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Blockchain stocks mixed in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlockchain stocks mixed in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-15 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 15) Blockchain stocks mixed in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTBT":"Bit Digital, Inc.","MARA":"MARA Holdings","RIOT":"Riot Platforms","CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180911259","content_text":"(June 15) Blockchain stocks mixed in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180078963,"gmtCreate":1623166447652,"gmtModify":1704197587191,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Nah","listText":"Nah","text":"Nah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180078963","repostId":"1124688970","repostType":4,"repost":{"id":"1124688970","kind":"news","pubTimestamp":1623164900,"share":"https://ttm.financial/m/news/1124688970?lang=&edition=fundamental","pubTime":"2021-06-08 23:08","market":"us","language":"en","title":"Intel: AMD Threat Is Finished","url":"https://stock-news.laohu8.com/highlight/detail?id=1124688970","media":"seekingalpha","summary":"Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as con","content":"<p><b>Summary</b></p>\n<ul>\n <li>Although competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.</li>\n <li>AMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.</li>\n <li>Intel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.</li>\n <li>AMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.</li>\n <li>Given all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>While Arm previously tried (and failed) to enter the data center about a decade ago, in recent years, there has been a more credible resurgence in Arm competition, led by the Apple(NASDAQ:AAPL)Silicon transition and Amazon (AMZN) Graviton chips. Reportedly, Microsoft (MSFT) is also responding to Amazon with its own Arm chips, and with Ampere, there is also a merchant vendor.</p>\n<p>Nevertheless, still the biggest bear thesis for Intel (INTC) is AMD (AMD), which has rolled out a competitive Zen-based product portfolio (while, at the same time, Intel was stumbling with 10nm), and hence, Intel would be at risk of losing a major amount of market share.</p>\n<p>However, as I see it, AMD’s window of opportunity, which it had due to Intel’s multi-year 10nm delays, is closing rapidly as Intel’s next-gen (much more competitive) chips are entering the market. While AMD will still be a credible alternative supplier going forward, I don’t foresee it holding a significant lead, if any lead at all. I will illustrate in several areas.</p>\n<p>That means the story of AMD profiting from Intel’s delays to take loads of market share (almost for free) is finished. It simply didn't happen when it had to.</p>\n<p>1. Waning laptop competitiveness</p>\n<p>One of the main reasons AMD has attracted much attention is because the fastest chips are, not surprisingly, found in the desktop market, where the power budget is much higher. To that end, desktop is the segment where AMD’s flagship technology debuts first.</p>\n<p>However, one just has to look at Intel’s earnings to note that the most important segment (financially) is actually the laptop one, which account for ~70% of the market. And given that AMD’s laptop chips have generally launched six months or more after the desktop segment, this means Intel has actually experienced much less pressure from AMD than many would probably have expected (at least financially in its PC business).</p>\n<p>This changed, though, with the launch of AMD Renoir in 2020. This chip packed eight 7nm Zen 2 cores. In the 15W thin-and-light segment, this meant AMD had twice as many cores as Intel, while in the 35-45W range, Intel hadn't transitioned to 10nm yet, which meant it was competing with its old 14nm Skylake-based IP. Hence, Renoir posed AMD’s first significant threat to Intel’s PC business (even more so than Zen 3, AMD’s other 2020 launch).</p>\n<p>Intel, however, has alreadyanswered Renoir with Tiger Lake:</p>\n<ul>\n <li>In the 15-28W segment, Tiger Lake has a major performance advantage in per-core and graphics performance, as well as a generally superior platform with integrated Wi-Fi 6, AI acceleration, Thunderbolt 4, etc. Tiger Lake is able to compete against 6-core Renoir chips despite having only four cores, which means, only at the very high-end (and low volume), Intel loses in multi-threaded performance.</li>\n <li>More recently, Intel hasbrought Tiger Lake to 35-45W with eight coresas well. While AMD, for its part, has transitioned to Zen 3 in laptops, benchmarks show the two CPUs are roughly equal.</li>\n</ul>\n<p>Looking forward, and it seems, AMD’s competitiveness will fade further rather quickly.</p>\n<p>Intel will launch Alder Lake in the second half of 2021. Alder Lake will implement big.Little, which has been used for many years in the smartphone space to improve power efficiency. Hence, by combining high performance and high frequency cores, Intel will be able to deliver an unmatched capability, since AMD only has one architecture. According to leaks, Alder Lake will come in 2+6 up to 6+8 configurations of Core + Atom cores (and even 8+8 for 55W laptops). Altogether, leaks have indicated Intel is expecting Alder Lake to double in performance.</p>\n<p>Hence, as I see it, Intel's hybrid designs will be a big blow for AMD's laptop competitiveness going forward. Indeed: quite recently, there have actually been somerumors of AMD developing its own hybrid designcalled Strix Point. It would consist of eight high-performance Zen 5 cores and four low power \"Zen 4D\" cores, all on 3nm.</p>\n<p>Meanwhile, looking even further out, into 2022 and beyond, AMD’s roadmap is even bleaker than Intel’s. It is highly unlikely AMD will launch a 5nm part before 2023. Given the publicity Intel received from its 7nm delay (from 2022 to 2023), that should raise concerns. While much has been discussed about Intel’s loss of process leadership, this loss only means something if its competitors make use of that advantage.</p>\n<p>In this case, AMD is not making use of it. Even though 5nm launched in the market in late 2020, AMD’s 2022 laptop roadmap consists of “Zen3+”, which means a refresh of its 2021 laptop line-up. This also means there will be no 5nm laptops from AMD until some time in 2023. That, in turn, means Intel might actually launch its 7nm CPUs before AMD launches 5nm. Never mind if Intel also charges forward with TSMC-based (TSM) 3nm CPU in 2023. The Strix Point CPU from AMD (on 3nm) is also rumored for 2024, while Intel has talked about outsourcing for 2023 already.</p>\n<p>As a last indication, Intel also took CPU connectivity leadership in laptops with PCIe 4.0, whereas AMD stayed with 3.0. This also means AMD will still be on 3.0 when Intel launches Alder Lake, which will be further upgraded to PCIe 5.0.</p>\n<p>2. Re-investing in the desktop</p>\n<p>Besides defending its laptop stronghold, Intel is also re-investing in the desktop. The desktop is one of the main victims of Intel’s 10nm delays, as Intel has yet to launch its first 10nm desktop CPUs.</p>\n<p>This will change with Alder Lake in H2’21, as Intel will bring this CPU also to the desktop. That means the desktop will (finally) return to parity with Intel’s laptop segment, in terms of technology. That should substantially improve Intel’s competitiveness. Here, likewise, leaks haveindicatedIntel is expecting 2x performance. This would put Intel on performance parity (or even a slight leadership) against Zen 3.</p>\n<p>Since recentrumors indicate that Zen 4 will launch in Q4'22, this means Intel could be more or less on parity with AMD for at least a full year (if the 2x performance claim holds true across the board).</p>\n<p>As described, though, for AMD, the desktop represents its flagship segment, whereas Intel has most vigorously defended the (much bigger) laptop space. Hence, I do not foresee Intel necessarily vigorously overtaking AMD. Still, given the seemingly late 2022 launch for Zen 4, it's a bit of pity that Meteor Lake has been delayed. Nevertheless, based on the large jump Intel is making with Alder Lake, the gap should close substantially, especially for all but those who need the highest core counts.</p>\n<p>3. Re-entering high-end desktop (HEDT)</p>\n<p>Another segment that Intel has basically ignored for the last few years is the high-end desktop. Once proud of its $1700 10-core CPU, these chips immediately became obsolete once AMD launched its Threadripper line. Even with many price cuts, Intel hasn't really had a compelling offering for this segment for years already.</p>\n<p>Reports indicate, however, that Intel is outright skipping the Ice Lake-X generation and will move straight to Sapphire Rapids-X. Since AMD lately also hasn't given its Threadripper line the most aggressive roadmap, Intel could bring some serious competition back to this market if Sapphire Rapids-X would launch in 2022.</p>\n<p>4. Overtaking AMD in the data center?</p>\n<p>Besides the desktop, the data center has been the other segment where Intel had fallen substantially behind due to its 10nm delays. Frankly, ever since AMD launched its 7nm Rome CPUs with 64 cores, it has been surprising that Intel has not lost more market share, given that its own offering consisted of 28-core CPUs on 14nm for a long time.</p>\n<p>More recently, acomprehensive benchmark effort by Phoronixhas indicated that Intel is actually surprisingly competing against these 64-core Milan CPUs with its own 40-core Ice Lake-SP on 10nm.</p>\n<p>Intel's competitiveness will further improve withSapphire Rapids. It will move to Intel’s latest technology, with the same architecture and 10nm Enhanced SuperFin process as the upcoming Alder Lake. It will (almost) close to the gap in core count, with a boost to 56 cores.</p>\n<p>In fact, in tech forums, enthusiasts continue to debate whether Sapphire Rapids will top out at 56 or 72 cores, as there have also been rumors of the latter variant. In that case, Intel's chances of unambiguously overtaking AMD would be greatly increased.</p>\n<p>Additionally, Sapphire Rapids, in any case, will take a substantial lead in I/O, with PCIe 5.0 and CXL, as well as DDR5 and HBM support. It also has an integrated data engine (Data Streaming Accelerator), and it will move to Intel’s chiplet design with four EMIB-connected tiles. This means each chiplet will have 14 (or 18) cores.</p>\n<p>Lastly, Sapphire Rapids will also substantially widen Intel’s already vast lead in AI performance, with the inclusion of Intel’s version of Nvidia’s (NVDA) Tensor Cores. In aninterview with AnandTechearlier this year, Intel said that AVX-512 (which Intel's current DLBoost is based on) is one of the largest factors for customers choosing to adopt Intel over AMD. So, to that end, Intel expects Sapphire Rapids to improve AI performance by a further 4-8x.</p>\n<p>To be sure, given the delays of at least several quarters, I do not expect Intel to take an unsurmountable leadership position. For example, in 2019, Intel said that the next-gen 7nm Granite Rapids would launch when Sapphire Rapids will actually launch: in early 2022. This means AMD will transition to 5nm before Intel transitions to its 7nm Granite Rapids CPUs, which gives AMD a chance to one-up Intel.</p>\n<p>Nevertheless, for investors, the key point is that I do not foresee that, at any point going forward, AMD will hold a substantial advantage, and for a substantial amount of time, anymore. Even with the 7nm delays, I do not foresee a repeat of the 28-core vs. 64-core situation described above.</p>\n<p>As a case in point, remember that enterprises do not care so much about who has leadership at any given time, as much as that they demand a long-term roadmap. Customers buy into roadmaps rather than single point products. Intel has such a competitive roadmap at an annual cadence: Ice Lake early 2021, Sapphire Rapids early 2022, Granite Rapids early to mid 2023, Diamond Rapids in 2014, etc.</p>\n<p>What this means is that performance will remain contested: Sapphire Rapids will likely overtake AMD, but AMD will respond with Genoa. Then, Intel will respond with Granite Rapids, etc. This raises the rhetorical question: will enterprises bother to switch to AMD if, half a year later, Intel may launch a faster CPU, etc.? The pure performance benchmarks also neglect less quantifiable advantages such as Intel’s vastly larger sales force, etc.</p>\n<p>In summary, AMD did not even manage to achieve 10% market share while it had over twice the core count (and hence a substantial leadership across the board). That advantage now seems gone for at least the next few generations. AMD simply didn't capitalize when it had the once-in-a-century opportunity.</p>\n<p>5. Challenging Xilinx for FPGA leadership</p>\n<p>I will describe FPGAs rather briefly, as this could be its own topic. As a preliminary note, one should be more cautious here since FPGAs are more esoteric technology in nature.</p>\n<p>For example, in light of AMD’s acquisition, some remarked that Intel’s Altera acquisition supposedly would be a failed one. If any arguments were given at all (to substantiate that claim), it would supposedly be because Intel has not launched an FPGA integrated with its Xeon CPUs, or because of its lackluster financial performance. However, the FPGA integration argument goes against the industry trend, which is to position the FPGA as an accelerator, just like GPUs which in the data aren't integrated directly into the CPU either. In the future, FPGAs will be connected through the open CXL interconnect, which was developed by Intel, and has also been backed by Xilinx(NASDAQ:XLNX), Arm and even AMD.</p>\n<p>Acquisition issues aside, with regards to actual FPGA leadership, here as well Intel has made much progress to catch up and even surpass Xilinx.</p>\n<p>Prior to the acquisition, Altera had delays with its 20nm generation, which led to it being one year behind Xilinx to the 16/14nm generation. However, almost literally the first day after the acquisition, Intel invested in a second, parallel design team for the 10nm generation. This allowed Intel to catch up and achieve parity to the 10nm/7nm generation, as both FPGAs started sampling around mid-2019, and have recently begun ramping more broadly.</p>\n<p>In fact, as part of the quite recentIce Lake-SP launch, Intelclaimedthat its 10nm FPGAs achieve up to 2x higher performance/watt compared to Xilinx' 7nm Versal FPGAs. So, arguably, Intel has not just got back to parity, but has in fact leapfrogged Xilinx.</p>\n<p>There are other aspects as well that demonstrate Intel’s FPGA leadership, including its pioneering use of chiplets (and in the future even 3D stacking), as well as Intel’s transceiver leadership (and indeed those transceivers are separate chiplets): Intel was first to 58G and 116G speed, and first to demo 224G in 2020.</p>\n<p>Even at 14nm, despite being later to initial launch (as described), Intel still managed to launch the first 14/16nm FPGAs with integrated HBM, integrated Arm cores and even PCIe 4.0.</p>\n<p>6. Regaining process leadership (process technology decreasing in importance)</p>\n<p>As discussed in the first point, having a process technology leadership only means something if the fabless foundry customer makes use of it. In the case of AMD, it explicitly does not, as it will launch a “Zen3+” refresh in 2022, instead of 5nm Zen 4, in laptops at least.</p>\n<p>Furthermore, combining this with the outsourcing rumors, and Intel may actually return to process leadership, as instead Intel may launch 3nm CPUs in 2023, leapfrogging AMD’s 5nm ones. In fact, it seems highly unlikely that AMD will launch any 3nm CPUs in2023 at all, as for example indicated by the Strix Point rumor for 2024.</p>\n<p>As Bob Swan said in anearly 2021 interview, it would only adopt foundries if it got preferential treatment. Hence, AMD bulls may have underestimated Intel’s position as world’s largest semiconductor company when they perhaps assumed TSMC would be dismissive of Intel’s potential multi-billion wafer orders.</p>\n<p>The larger point, though, is that Moore’s Law is likely to decrease in importance. For example, TSMC’s 3nm will deliver a real-world shrink of about 1.5x at a relatively slow 2.5 year cadence. This shows Moore’s Law is slowing down. So, even if TSMC continues to have a leadership position, it is unlikely it will have enormous advantage. Pat Gelsinger, for its part, claimed that Intel is already back on track for leadership anyway.</p>\n<p>Additionally, there are many advances beyond the base process technology, such as chiplets and even 3D stacking. If anything, Intel is actually ahead with those technologies.</p>\n<p><b>Crunching the numbers</b></p>\n<p>The proof is in the pudding. Intel took back share from AMD for the first time in three years, in Q4'20. This comprehensive article covers the details:Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years. Following article contains somemore recent numbers.</p>\n<p>This seems to prove exactly the point of this article: Intel has more or less stopped AMD's momentum with the ramp of its 10nm products. AMD's market share in data centers is still well below 10% (estimated at ~$0.5B quarterly revenue), and if the PC numbers are any indication, AMD's momentum might slow there as well with Intel's 10nm data center CPUs.</p>\n<p><b>How Intel could leapfrog AMD in 2023</b></p>\n<p>By 2023, with Meteor Lake Intel will have a \"breakthrough\" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of \"unquestioned leadership\". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio.</p>\n<p>In other words, from being a year behind in 2019, Intel could actually be a year ahead in 2023.</p>\n<p>Officially, Pat Gelsinger has promised investors only such a leadership by 2024-2025, so if Intel reaches an unmatched leadership position faster (largely because of slow execution by AMD, offsetting Intel's 7nm delays as described), that would obviously be quite bullish.</p>\n<p>In reality, though, it will likely take Intel varying amounts of time to obtain leadership in different categories. For example, as described Alder Lake may already deliver unquestioned leadership in laptops later this year.</p>\n<p><b>Risks</b></p>\n<p>In laptops, Intel's main risk is its product cadence. While according to Pat, Intel has made tremendous progress on 7nm since mid-2020, Meteor Lake has been delayed from late 2022 to somewhere in 2023. Additionally, the 2024 AMD Strix Point product does pose a clear response to Intel's hybrid designs by combining both its Atom and Core architectures, which I called an unmatched capability.</p>\n<p>In desktops, many enthusiasts have taken a stance of waiting for Intel to prove that such a hybrid design also works in this segment. While Zen 4 seems to launch later than many had expected, it also remains unclear how Intel will respond to further core count increases by AMD: will Intel scale only the number of big cores, only the Atom cores, or both?</p>\n<p>In the data center and high-end desktop, the main issue remains Intel's ability (or willingness) to compete on core count. Even if Intel is already competitive (in some areas) with a lower core count, some Arm competitors are already talking about triple digit core counts.</p>\n<p>In FPGAs, despite Intel's vastly improved position in the last few years, this isn't showing in this group's financial and market share. Additionally, both Intel and Xilinx also have a bit of a different strategy, as Xilinx, for example, prefers to call its 7nm FPGAs \"ACAPs\", referring to their various integrated accelerators for things such as 5G.</p>\n<p>Lastly, in process technology, despite Intel's \"full embrace of EUV\", the track record of execution remains on TSMC's side. Additionally, given ASML's (ASML)supply constraints, some have remarked that Intel might not be able to obtain enough tools to ramp 7nm. However, there is no real evidence (such as indications by either ASML or Intel management) that there are any such concerns.</p>\n<p><b>Investment thesis revisited</b></p>\n<p>This article is in part an indirect response to thethesis of another SA contributor, who claimed that Intel, instead,is finished. For example, the author notes that Intel is releasing 10nm chips, compared to AMD’s 7nm and Apple’s 5nm, and hence Intel would be behind. In doing so, the authorfalls in the nanometer marketing games trap, as Intel’s 10nm process is objectively actually (slightly) superior to TSMC’s 7nm. One should be cautious of investment theses based solely on the name of the process technology (“7nm”, “5nm”, etc.), as those names are incomparable across foundries.</p>\n<p>I also differ with regards to the author’s analysis of Intel’s outsourcing strategy. Intel has only said that its 7nm node has encountered issues. Nothing is known about Intel’s 5nm. Hence, outsourcing could be an effective strategy to address the delays in one generation, investing instead more heavily in the next generation.</p>\n<p><b>Investor takeaway</b></p>\n<p>AMD, to me, looks finished. Specifically, the bear thesis of Intel losing loads of market share to AMD by the latter profiting from Intel’s 10nm delays, is finished. In fact, Intel even took some share back since Q4'20.</p>\n<p>Going forward, while AMD certainly will continue to be competitive, I do not foresee AMD to ever again attain such a meaningful tech advantage that would act as a catalyst for broad adoption of AMD, like what had been the case when AMD moved to 7nm, while Intel had to continue to rely on 14nm. I showed this in six areas:</p>\n<ol>\n <li>In laptops, Tiger Lake is already the overall superior overall platform when considering graphics and integrated Wi-Fi 6. Going forward, with Alder Lake, Intel will deliver an unmatched capability with its Hybrid Technology, also catching up on (or even surpassing in) core count and hence likely multi-threaded performance. Meanwhile, AMD won’t move to 5nm until 2023, when Intel may actually leverage TSMC’s 3nm besides its 7nm.</li>\n <li>Intel is also re-investing in the desktop, with Alder Lake, significantly improving competitiveness. Since the desktop remains AMD’s flagship platform, AMD will likely continue to have the upper hand, though.</li>\n <li>Intel is also re-entering the high-end desktop segment with Sapphire Rapids-X, skipping a hypothetical Ice Lake-X.</li>\n <li>Intel frankly is lucky that AMD hasn’t managed to take more market share in the data center. However, going forward with Sapphire Rapids and beyond, Intel will catch up: the performance crown will likely change sides with various product introductions. But that is the point: enterprises likely aren’t going to switch vendors with each new CPU release. Hence, just being competitive with an annual roadmap should suffice to largely stop the threat of severe market share losses. That is what Intel will deliver.</li>\n <li>Going into the acquisition half a decade ago, Intel-Altera was one year behind to the 16/14nm generation. However, Intel caught up and achieved parity (or even leadership) at the 10/7nm generation.</li>\n <li>The general outlook is that, going forward, process technology will matter less as Moore’s Law is slowing, and Intel and the industry is moving towards outsourcing, chiplets and even 3D stacking. More specifically, AMD is failing to transition to 5nm timely, making Intel's 7nm delays less relevant.</li>\n</ol>\n<p>In short, AMD’s golden age started with the (coincidental) confluence of the launch of its Zen architecture and Intel’s multi-year 10nm delays. However, with 10nm now ramping, Intel is quickly regaining competitiveness. Furthermore, Intel’s willingness to leverage TSCM’s most leading edge processes, such as 3nm, even before AMD adopts those, further strengthens the point.</p>\n<p><b>Bottom line</b></p>\n<p>With that, the bearish thesis of Intel losing loads of market share to AMD, to prevent Intel from capitalizing on its many growth opportunities from cloud to 5G and IoT, is arguably definitely finished. However, Intel is still largely valued as if does not have these growth prospects. Hence, if the Street would reconsider this valuation, there may be upside.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: AMD Threat Is Finished</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\">\nIntel: AMD Threat Is Finished\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 23:08 GMT+8 <a href=https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.\nAMD's short-lived laptop competitiveness is...</p>\n\n<a href=\"https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1124688970","content_text":"Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.\nAMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.\nIntel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.\nAMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.\nGiven all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.\n\nInvestment Thesis\nWhile Arm previously tried (and failed) to enter the data center about a decade ago, in recent years, there has been a more credible resurgence in Arm competition, led by the Apple(NASDAQ:AAPL)Silicon transition and Amazon (AMZN) Graviton chips. Reportedly, Microsoft (MSFT) is also responding to Amazon with its own Arm chips, and with Ampere, there is also a merchant vendor.\nNevertheless, still the biggest bear thesis for Intel (INTC) is AMD (AMD), which has rolled out a competitive Zen-based product portfolio (while, at the same time, Intel was stumbling with 10nm), and hence, Intel would be at risk of losing a major amount of market share.\nHowever, as I see it, AMD’s window of opportunity, which it had due to Intel’s multi-year 10nm delays, is closing rapidly as Intel’s next-gen (much more competitive) chips are entering the market. While AMD will still be a credible alternative supplier going forward, I don’t foresee it holding a significant lead, if any lead at all. I will illustrate in several areas.\nThat means the story of AMD profiting from Intel’s delays to take loads of market share (almost for free) is finished. It simply didn't happen when it had to.\n1. Waning laptop competitiveness\nOne of the main reasons AMD has attracted much attention is because the fastest chips are, not surprisingly, found in the desktop market, where the power budget is much higher. To that end, desktop is the segment where AMD’s flagship technology debuts first.\nHowever, one just has to look at Intel’s earnings to note that the most important segment (financially) is actually the laptop one, which account for ~70% of the market. And given that AMD’s laptop chips have generally launched six months or more after the desktop segment, this means Intel has actually experienced much less pressure from AMD than many would probably have expected (at least financially in its PC business).\nThis changed, though, with the launch of AMD Renoir in 2020. This chip packed eight 7nm Zen 2 cores. In the 15W thin-and-light segment, this meant AMD had twice as many cores as Intel, while in the 35-45W range, Intel hadn't transitioned to 10nm yet, which meant it was competing with its old 14nm Skylake-based IP. Hence, Renoir posed AMD’s first significant threat to Intel’s PC business (even more so than Zen 3, AMD’s other 2020 launch).\nIntel, however, has alreadyanswered Renoir with Tiger Lake:\n\nIn the 15-28W segment, Tiger Lake has a major performance advantage in per-core and graphics performance, as well as a generally superior platform with integrated Wi-Fi 6, AI acceleration, Thunderbolt 4, etc. Tiger Lake is able to compete against 6-core Renoir chips despite having only four cores, which means, only at the very high-end (and low volume), Intel loses in multi-threaded performance.\nMore recently, Intel hasbrought Tiger Lake to 35-45W with eight coresas well. While AMD, for its part, has transitioned to Zen 3 in laptops, benchmarks show the two CPUs are roughly equal.\n\nLooking forward, and it seems, AMD’s competitiveness will fade further rather quickly.\nIntel will launch Alder Lake in the second half of 2021. Alder Lake will implement big.Little, which has been used for many years in the smartphone space to improve power efficiency. Hence, by combining high performance and high frequency cores, Intel will be able to deliver an unmatched capability, since AMD only has one architecture. According to leaks, Alder Lake will come in 2+6 up to 6+8 configurations of Core + Atom cores (and even 8+8 for 55W laptops). Altogether, leaks have indicated Intel is expecting Alder Lake to double in performance.\nHence, as I see it, Intel's hybrid designs will be a big blow for AMD's laptop competitiveness going forward. Indeed: quite recently, there have actually been somerumors of AMD developing its own hybrid designcalled Strix Point. It would consist of eight high-performance Zen 5 cores and four low power \"Zen 4D\" cores, all on 3nm.\nMeanwhile, looking even further out, into 2022 and beyond, AMD’s roadmap is even bleaker than Intel’s. It is highly unlikely AMD will launch a 5nm part before 2023. Given the publicity Intel received from its 7nm delay (from 2022 to 2023), that should raise concerns. While much has been discussed about Intel’s loss of process leadership, this loss only means something if its competitors make use of that advantage.\nIn this case, AMD is not making use of it. Even though 5nm launched in the market in late 2020, AMD’s 2022 laptop roadmap consists of “Zen3+”, which means a refresh of its 2021 laptop line-up. This also means there will be no 5nm laptops from AMD until some time in 2023. That, in turn, means Intel might actually launch its 7nm CPUs before AMD launches 5nm. Never mind if Intel also charges forward with TSMC-based (TSM) 3nm CPU in 2023. The Strix Point CPU from AMD (on 3nm) is also rumored for 2024, while Intel has talked about outsourcing for 2023 already.\nAs a last indication, Intel also took CPU connectivity leadership in laptops with PCIe 4.0, whereas AMD stayed with 3.0. This also means AMD will still be on 3.0 when Intel launches Alder Lake, which will be further upgraded to PCIe 5.0.\n2. Re-investing in the desktop\nBesides defending its laptop stronghold, Intel is also re-investing in the desktop. The desktop is one of the main victims of Intel’s 10nm delays, as Intel has yet to launch its first 10nm desktop CPUs.\nThis will change with Alder Lake in H2’21, as Intel will bring this CPU also to the desktop. That means the desktop will (finally) return to parity with Intel’s laptop segment, in terms of technology. That should substantially improve Intel’s competitiveness. Here, likewise, leaks haveindicatedIntel is expecting 2x performance. This would put Intel on performance parity (or even a slight leadership) against Zen 3.\nSince recentrumors indicate that Zen 4 will launch in Q4'22, this means Intel could be more or less on parity with AMD for at least a full year (if the 2x performance claim holds true across the board).\nAs described, though, for AMD, the desktop represents its flagship segment, whereas Intel has most vigorously defended the (much bigger) laptop space. Hence, I do not foresee Intel necessarily vigorously overtaking AMD. Still, given the seemingly late 2022 launch for Zen 4, it's a bit of pity that Meteor Lake has been delayed. Nevertheless, based on the large jump Intel is making with Alder Lake, the gap should close substantially, especially for all but those who need the highest core counts.\n3. Re-entering high-end desktop (HEDT)\nAnother segment that Intel has basically ignored for the last few years is the high-end desktop. Once proud of its $1700 10-core CPU, these chips immediately became obsolete once AMD launched its Threadripper line. Even with many price cuts, Intel hasn't really had a compelling offering for this segment for years already.\nReports indicate, however, that Intel is outright skipping the Ice Lake-X generation and will move straight to Sapphire Rapids-X. Since AMD lately also hasn't given its Threadripper line the most aggressive roadmap, Intel could bring some serious competition back to this market if Sapphire Rapids-X would launch in 2022.\n4. Overtaking AMD in the data center?\nBesides the desktop, the data center has been the other segment where Intel had fallen substantially behind due to its 10nm delays. Frankly, ever since AMD launched its 7nm Rome CPUs with 64 cores, it has been surprising that Intel has not lost more market share, given that its own offering consisted of 28-core CPUs on 14nm for a long time.\nMore recently, acomprehensive benchmark effort by Phoronixhas indicated that Intel is actually surprisingly competing against these 64-core Milan CPUs with its own 40-core Ice Lake-SP on 10nm.\nIntel's competitiveness will further improve withSapphire Rapids. It will move to Intel’s latest technology, with the same architecture and 10nm Enhanced SuperFin process as the upcoming Alder Lake. It will (almost) close to the gap in core count, with a boost to 56 cores.\nIn fact, in tech forums, enthusiasts continue to debate whether Sapphire Rapids will top out at 56 or 72 cores, as there have also been rumors of the latter variant. In that case, Intel's chances of unambiguously overtaking AMD would be greatly increased.\nAdditionally, Sapphire Rapids, in any case, will take a substantial lead in I/O, with PCIe 5.0 and CXL, as well as DDR5 and HBM support. It also has an integrated data engine (Data Streaming Accelerator), and it will move to Intel’s chiplet design with four EMIB-connected tiles. This means each chiplet will have 14 (or 18) cores.\nLastly, Sapphire Rapids will also substantially widen Intel’s already vast lead in AI performance, with the inclusion of Intel’s version of Nvidia’s (NVDA) Tensor Cores. In aninterview with AnandTechearlier this year, Intel said that AVX-512 (which Intel's current DLBoost is based on) is one of the largest factors for customers choosing to adopt Intel over AMD. So, to that end, Intel expects Sapphire Rapids to improve AI performance by a further 4-8x.\nTo be sure, given the delays of at least several quarters, I do not expect Intel to take an unsurmountable leadership position. For example, in 2019, Intel said that the next-gen 7nm Granite Rapids would launch when Sapphire Rapids will actually launch: in early 2022. This means AMD will transition to 5nm before Intel transitions to its 7nm Granite Rapids CPUs, which gives AMD a chance to one-up Intel.\nNevertheless, for investors, the key point is that I do not foresee that, at any point going forward, AMD will hold a substantial advantage, and for a substantial amount of time, anymore. Even with the 7nm delays, I do not foresee a repeat of the 28-core vs. 64-core situation described above.\nAs a case in point, remember that enterprises do not care so much about who has leadership at any given time, as much as that they demand a long-term roadmap. Customers buy into roadmaps rather than single point products. Intel has such a competitive roadmap at an annual cadence: Ice Lake early 2021, Sapphire Rapids early 2022, Granite Rapids early to mid 2023, Diamond Rapids in 2014, etc.\nWhat this means is that performance will remain contested: Sapphire Rapids will likely overtake AMD, but AMD will respond with Genoa. Then, Intel will respond with Granite Rapids, etc. This raises the rhetorical question: will enterprises bother to switch to AMD if, half a year later, Intel may launch a faster CPU, etc.? The pure performance benchmarks also neglect less quantifiable advantages such as Intel’s vastly larger sales force, etc.\nIn summary, AMD did not even manage to achieve 10% market share while it had over twice the core count (and hence a substantial leadership across the board). That advantage now seems gone for at least the next few generations. AMD simply didn't capitalize when it had the once-in-a-century opportunity.\n5. Challenging Xilinx for FPGA leadership\nI will describe FPGAs rather briefly, as this could be its own topic. As a preliminary note, one should be more cautious here since FPGAs are more esoteric technology in nature.\nFor example, in light of AMD’s acquisition, some remarked that Intel’s Altera acquisition supposedly would be a failed one. If any arguments were given at all (to substantiate that claim), it would supposedly be because Intel has not launched an FPGA integrated with its Xeon CPUs, or because of its lackluster financial performance. However, the FPGA integration argument goes against the industry trend, which is to position the FPGA as an accelerator, just like GPUs which in the data aren't integrated directly into the CPU either. In the future, FPGAs will be connected through the open CXL interconnect, which was developed by Intel, and has also been backed by Xilinx(NASDAQ:XLNX), Arm and even AMD.\nAcquisition issues aside, with regards to actual FPGA leadership, here as well Intel has made much progress to catch up and even surpass Xilinx.\nPrior to the acquisition, Altera had delays with its 20nm generation, which led to it being one year behind Xilinx to the 16/14nm generation. However, almost literally the first day after the acquisition, Intel invested in a second, parallel design team for the 10nm generation. This allowed Intel to catch up and achieve parity to the 10nm/7nm generation, as both FPGAs started sampling around mid-2019, and have recently begun ramping more broadly.\nIn fact, as part of the quite recentIce Lake-SP launch, Intelclaimedthat its 10nm FPGAs achieve up to 2x higher performance/watt compared to Xilinx' 7nm Versal FPGAs. So, arguably, Intel has not just got back to parity, but has in fact leapfrogged Xilinx.\nThere are other aspects as well that demonstrate Intel’s FPGA leadership, including its pioneering use of chiplets (and in the future even 3D stacking), as well as Intel’s transceiver leadership (and indeed those transceivers are separate chiplets): Intel was first to 58G and 116G speed, and first to demo 224G in 2020.\nEven at 14nm, despite being later to initial launch (as described), Intel still managed to launch the first 14/16nm FPGAs with integrated HBM, integrated Arm cores and even PCIe 4.0.\n6. Regaining process leadership (process technology decreasing in importance)\nAs discussed in the first point, having a process technology leadership only means something if the fabless foundry customer makes use of it. In the case of AMD, it explicitly does not, as it will launch a “Zen3+” refresh in 2022, instead of 5nm Zen 4, in laptops at least.\nFurthermore, combining this with the outsourcing rumors, and Intel may actually return to process leadership, as instead Intel may launch 3nm CPUs in 2023, leapfrogging AMD’s 5nm ones. In fact, it seems highly unlikely that AMD will launch any 3nm CPUs in2023 at all, as for example indicated by the Strix Point rumor for 2024.\nAs Bob Swan said in anearly 2021 interview, it would only adopt foundries if it got preferential treatment. Hence, AMD bulls may have underestimated Intel’s position as world’s largest semiconductor company when they perhaps assumed TSMC would be dismissive of Intel’s potential multi-billion wafer orders.\nThe larger point, though, is that Moore’s Law is likely to decrease in importance. For example, TSMC’s 3nm will deliver a real-world shrink of about 1.5x at a relatively slow 2.5 year cadence. This shows Moore’s Law is slowing down. So, even if TSMC continues to have a leadership position, it is unlikely it will have enormous advantage. Pat Gelsinger, for its part, claimed that Intel is already back on track for leadership anyway.\nAdditionally, there are many advances beyond the base process technology, such as chiplets and even 3D stacking. If anything, Intel is actually ahead with those technologies.\nCrunching the numbers\nThe proof is in the pudding. Intel took back share from AMD for the first time in three years, in Q4'20. This comprehensive article covers the details:Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years. Following article contains somemore recent numbers.\nThis seems to prove exactly the point of this article: Intel has more or less stopped AMD's momentum with the ramp of its 10nm products. AMD's market share in data centers is still well below 10% (estimated at ~$0.5B quarterly revenue), and if the PC numbers are any indication, AMD's momentum might slow there as well with Intel's 10nm data center CPUs.\nHow Intel could leapfrog AMD in 2023\nBy 2023, with Meteor Lake Intel will have a \"breakthrough\" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of \"unquestioned leadership\". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio.\nIn other words, from being a year behind in 2019, Intel could actually be a year ahead in 2023.\nOfficially, Pat Gelsinger has promised investors only such a leadership by 2024-2025, so if Intel reaches an unmatched leadership position faster (largely because of slow execution by AMD, offsetting Intel's 7nm delays as described), that would obviously be quite bullish.\nIn reality, though, it will likely take Intel varying amounts of time to obtain leadership in different categories. For example, as described Alder Lake may already deliver unquestioned leadership in laptops later this year.\nRisks\nIn laptops, Intel's main risk is its product cadence. While according to Pat, Intel has made tremendous progress on 7nm since mid-2020, Meteor Lake has been delayed from late 2022 to somewhere in 2023. Additionally, the 2024 AMD Strix Point product does pose a clear response to Intel's hybrid designs by combining both its Atom and Core architectures, which I called an unmatched capability.\nIn desktops, many enthusiasts have taken a stance of waiting for Intel to prove that such a hybrid design also works in this segment. While Zen 4 seems to launch later than many had expected, it also remains unclear how Intel will respond to further core count increases by AMD: will Intel scale only the number of big cores, only the Atom cores, or both?\nIn the data center and high-end desktop, the main issue remains Intel's ability (or willingness) to compete on core count. Even if Intel is already competitive (in some areas) with a lower core count, some Arm competitors are already talking about triple digit core counts.\nIn FPGAs, despite Intel's vastly improved position in the last few years, this isn't showing in this group's financial and market share. Additionally, both Intel and Xilinx also have a bit of a different strategy, as Xilinx, for example, prefers to call its 7nm FPGAs \"ACAPs\", referring to their various integrated accelerators for things such as 5G.\nLastly, in process technology, despite Intel's \"full embrace of EUV\", the track record of execution remains on TSMC's side. Additionally, given ASML's (ASML)supply constraints, some have remarked that Intel might not be able to obtain enough tools to ramp 7nm. However, there is no real evidence (such as indications by either ASML or Intel management) that there are any such concerns.\nInvestment thesis revisited\nThis article is in part an indirect response to thethesis of another SA contributor, who claimed that Intel, instead,is finished. For example, the author notes that Intel is releasing 10nm chips, compared to AMD’s 7nm and Apple’s 5nm, and hence Intel would be behind. In doing so, the authorfalls in the nanometer marketing games trap, as Intel’s 10nm process is objectively actually (slightly) superior to TSMC’s 7nm. One should be cautious of investment theses based solely on the name of the process technology (“7nm”, “5nm”, etc.), as those names are incomparable across foundries.\nI also differ with regards to the author’s analysis of Intel’s outsourcing strategy. Intel has only said that its 7nm node has encountered issues. Nothing is known about Intel’s 5nm. Hence, outsourcing could be an effective strategy to address the delays in one generation, investing instead more heavily in the next generation.\nInvestor takeaway\nAMD, to me, looks finished. Specifically, the bear thesis of Intel losing loads of market share to AMD by the latter profiting from Intel’s 10nm delays, is finished. In fact, Intel even took some share back since Q4'20.\nGoing forward, while AMD certainly will continue to be competitive, I do not foresee AMD to ever again attain such a meaningful tech advantage that would act as a catalyst for broad adoption of AMD, like what had been the case when AMD moved to 7nm, while Intel had to continue to rely on 14nm. I showed this in six areas:\n\nIn laptops, Tiger Lake is already the overall superior overall platform when considering graphics and integrated Wi-Fi 6. Going forward, with Alder Lake, Intel will deliver an unmatched capability with its Hybrid Technology, also catching up on (or even surpassing in) core count and hence likely multi-threaded performance. Meanwhile, AMD won’t move to 5nm until 2023, when Intel may actually leverage TSMC’s 3nm besides its 7nm.\nIntel is also re-investing in the desktop, with Alder Lake, significantly improving competitiveness. Since the desktop remains AMD’s flagship platform, AMD will likely continue to have the upper hand, though.\nIntel is also re-entering the high-end desktop segment with Sapphire Rapids-X, skipping a hypothetical Ice Lake-X.\nIntel frankly is lucky that AMD hasn’t managed to take more market share in the data center. However, going forward with Sapphire Rapids and beyond, Intel will catch up: the performance crown will likely change sides with various product introductions. But that is the point: enterprises likely aren’t going to switch vendors with each new CPU release. Hence, just being competitive with an annual roadmap should suffice to largely stop the threat of severe market share losses. That is what Intel will deliver.\nGoing into the acquisition half a decade ago, Intel-Altera was one year behind to the 16/14nm generation. However, Intel caught up and achieved parity (or even leadership) at the 10/7nm generation.\nThe general outlook is that, going forward, process technology will matter less as Moore’s Law is slowing, and Intel and the industry is moving towards outsourcing, chiplets and even 3D stacking. More specifically, AMD is failing to transition to 5nm timely, making Intel's 7nm delays less relevant.\n\nIn short, AMD’s golden age started with the (coincidental) confluence of the launch of its Zen architecture and Intel’s multi-year 10nm delays. However, with 10nm now ramping, Intel is quickly regaining competitiveness. Furthermore, Intel’s willingness to leverage TSCM’s most leading edge processes, such as 3nm, even before AMD adopts those, further strengthens the point.\nBottom line\nWith that, the bearish thesis of Intel losing loads of market share to AMD, to prevent Intel from capitalizing on its many growth opportunities from cloud to 5G and IoT, is arguably definitely finished. However, Intel is still largely valued as if does not have these growth prospects. Hence, if the Street would reconsider this valuation, there may be upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114255991,"gmtCreate":1623076782513,"gmtModify":1704195628439,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/114255991","repostId":"1103308007","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114252685,"gmtCreate":1623076768047,"gmtModify":1704195627622,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114252685","repostId":"1103308007","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114256341,"gmtCreate":1623076703783,"gmtModify":1704195625329,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114256341","repostId":"1126396501","repostType":4,"repost":{"id":"1126396501","kind":"news","pubTimestamp":1623066356,"share":"https://ttm.financial/m/news/1126396501?lang=&edition=fundamental","pubTime":"2021-06-07 19:45","market":"us","language":"en","title":"Amazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded","url":"https://stock-news.laohu8.com/highlight/detail?id=1126396501","media":"cnbc","summary":"KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minim","content":"<div>\n<p>KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits.The reforms, if finalized, would affect the largest companies in the world ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 19:45 GMT+8 <a href=https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits.The reforms, if finalized, would affect the largest companies in the world ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1126396501","content_text":"KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits.The reforms, if finalized, would affect the largest companies in the world with profit margins of at least 10%.Amazon, Facebook and Google have all welcomed the historic agreement.The world’s biggest tech companies are facing a corporate tax avoidance crackdown after the Group of Seven most developed economies agreed a historic deal Saturday.The G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits. The reforms, if finalized, would affect the largest companies in the world with profit margins of at least 10%.Looking ahead, the G-7 hopes to achieve a wider agreement on the new tax proposals next month at a gathering of the expanded G-20 finance ministers.Asked whetherAmazonandFacebookwould be among the companies targeted by the proposal, U.S. Treasury Secretary Janet Yellen said she believes they would \"qualify by almost any definition.\"Here's how America's tech giants reacted to the news:AmazonAmazon said the agreement \"marks a welcome step forward\" in efforts to \"bring stability to the international tax system.\"\"We hope to see discussions continue to advance with the broader G20 and Inclusive Framework alliance,\" an Amazon spokesperson told CNBC by email.FacebookNick Clegg, Facebook's vice president for global affairs, welcomed the G-7 deal and said the social networking giant \"has long called for reform of the global tax rules.\"The agreement is a \"significant first step towards certainty for businesses and strengthening public confidence in the global tax system,\" Clegg tweeted Saturday.\"We want the international tax reform process to succeed and recognize this could mean Facebook paying more tax, and in different places.\"GoogleA spokesperson forGoogletold Sky Newsthat the company strongly supported the initiative and hoped for a \"balanced and durable\" agreement.Applewasn't immediately available for a comment on the G-7 agreement when contacted by CNBC.The tech tax debateTech giants have long been criticized for paying little in taxes despite their size. Amazon and other companies have been accused of avoiding tax by shifting revenue and profits through tax havens or low-tax countries. The companies insist they’re doing nothing wrong from a legal standpoint, which is why policymakers are calling for reforms.Amazon infamously paid no U.S. federal income tax in 2018, despite booking more than $11 billion in profits. The low tax bill stemmed largely from tax cuts in 2017, carryforward losses from years when the company wasn’t profitable, and tax credits for massive research and development investment and share-based employee compensation.Some countries, such as Britain, France and Italy, have introduced a digital services tax in an effort to rake in more cash from large tech firms. The aim was to implement a solution for the interim while global officials hash out details for international tax rules.But this has led to friction with the United States, which under President Donald Trump’s administration threatened to impose tariffs on French goods over the issue.Meanwhile, some analysts have argued the dealdoesn’t go far enough, while others said there was a long road ahead.George Dibb, head of the Centre for Economic Justice at the London-based Institute for Public Policy Research (IPPR), described the deal as a “major step forward,” but said there were still “big questions” surrounding the minimum tax level.“We would like to see something a lot closer to 25%,” he told CNBC Monday.“The Biden administration came into these negotiations with an opening offer of 21% but I think the big fight at the G-7 over Friday and Saturday was over the wording, about whether it would say ’15%′ or ‘at least 15%’ and because we have that wording now of ‘at least 15%’ the door is still open for negotiation,” he told Squawk Box Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":121760676,"gmtCreate":1624492744595,"gmtModify":1703838126118,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121760676","repostId":"2145156570","repostType":4,"repost":{"id":"2145156570","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624489510,"share":"https://ttm.financial/m/news/2145156570?lang=&edition=fundamental","pubTime":"2021-06-24 07:05","market":"us","language":"en","title":"Tesla lifts Nasdaq to record-high close, S&P 500 dips","url":"https://stock-news.laohu8.com/highlight/detail?id=2145156570","media":"Reuters","summary":"June 23 - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.Gains in Nvidia Corp and $Facebook$ Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.Data firm IHS $Markit$ said its flash U.S. manufacturi","content":"<p>June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.</p>\n<p>Gains in Nvidia Corp and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.</p>\n<p>Data firm IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.</p>\n<p>The \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.</p>\n<p>On Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.</p>\n<p>Powell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.</p>\n<p>\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.</p>\n<p>Eight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .</p>\n<p>Tesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.</p>\n<p>Extending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.</p>\n<p>The Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.</p>\n<p>The Nasdaq Composite climbed 0.13% to 14,271.73.</p>\n<p>The S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.</p>\n<p>Nikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.</p>\n<p>Among so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while <a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources Inc</a> slumped 30%, tumbling for a second day after announcing an upsized stock offering.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla lifts Nasdaq to record-high close, S&P 500 dips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla lifts Nasdaq to record-high close, S&P 500 dips\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-24 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.</p>\n<p>Gains in Nvidia Corp and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.</p>\n<p>Data firm IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.</p>\n<p>The \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.</p>\n<p>On Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.</p>\n<p>Powell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.</p>\n<p>\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.</p>\n<p>Eight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .</p>\n<p>Tesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.</p>\n<p>Extending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.</p>\n<p>The Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.</p>\n<p>The Nasdaq Composite climbed 0.13% to 14,271.73.</p>\n<p>The S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.</p>\n<p>Nikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.</p>\n<p>Among so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while <a href=\"https://laohu8.com/S/TRCH\">Torchlight Energy Resources Inc</a> slumped 30%, tumbling for a second day after announcing an upsized stock offering.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.</p>\n<p>Volume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉","IVV":"标普500指数ETF","NVDA":"英伟达","INFO":"Harbor PanAgora Dynamic Large Cap Core ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF","NKLA":"Nikola Corporation",".IXIC":"NASDAQ Composite","NDAQ":"纳斯达克OMX交易所"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145156570","content_text":"June 23 (Reuters) - The Nasdaq climbed to a record-high close on Wednesday, fueled by a rally in Tesla Inc , while the S&P 500 dipped, even as investors cheered data that showed a record peak for U.S. factory activity in June.\nGains in Nvidia Corp and Facebook Inc extended a recent rebound in top-shelf growth stocks that fell out of favor in recent months as investors focused on companies expected to do well as the economy recovers from the pandemic.\nData firm IHS Markit said its flash U.S. manufacturing Purchasing Managers' Index rose to a reading of 62.6 this month, beating estimates of 61.5, but manufacturers are still struggling to secure raw materials and qualified workers, substantially raising prices.\nThe \"high level of today's surveys will provide some confirmation for the Fed that the time to begin taking its foot off the accelerator is not far away,\" said Jai Malhi, global market strategist at J.P. Morgan Asset Management.\nOn Tuesday, Fed Chair Jerome Powell reaffirmed the central bank's intent not to raise interest rates too quickly, based only on the fear of coming inflation.\nPowell's comments follow the Fed's projection a week ago of an increase in interest rates as soon as 2023, sooner than anticipated. Since then, growth stocks, including major tech names like Tesla and Nvidia, have mostly rallied and outperformed value stocks, like banks and materials companies.\n\"People are plowing money into what has worked. People are basically momentum-chasing and they're using the last three years of performance to figure out what to chase,\" said Mike Zigmont, head of trading and research at Harvest Volatility Management in New York.\nEight of the 11 major S&P sector indexes fell, with utilities down about 1% and leading the way lower, followed by a 0.6% dip in materials .\nTesla jumped 5.3% after the electric vehicle maker said it had opened a solar-powered charging station with on-site power storage in the Tibetan capital Lhasa, its first such facility in China. That trimmed the stock's loss in 2021 to about 7%.\nExtending investors' recent preference for growth stocks, the S&P 500 growth index edged up 0.01%, while the value index dipped 0.24%.\nThe Dow Jones Industrial Average fell 0.21% to end at 33,874.24 points, while the S&P 500 lost 0.11% to 4,241.84.\nThe Nasdaq Composite climbed 0.13% to 14,271.73.\nThe S&P 500 has gained about 13% in 2021, while the Nasdaq and Dow are up about 11%.\nNikola Corp rallied 4.3% after the electric and hydrogen vehicle maker said it is investing $50 million in Wabash Valley Resources LLC to produce clean hydrogen in the U.S. Midwest for its zero-emission trucks.\nAmong so-called meme stocks, software firm Alfi Inc tumbled 26% after more than doubling in value in the prior session, while Torchlight Energy Resources Inc slumped 30%, tumbling for a second day after announcing an upsized stock offering.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.14-to-1 ratio; on Nasdaq, a 1.42-to-1 ratio favored advancers.\nThe S&P 500 posted 33 new 52-week highs and no new lows; the Nasdaq Composite recorded 91 new highs and 28 new lows.\nVolume on U.S. exchanges was 9.3 billion shares, compared with the 11.1 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114255991,"gmtCreate":1623076782513,"gmtModify":1704195628439,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/114255991","repostId":"1103308007","repostType":4,"repost":{"id":"1103308007","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1623072238,"share":"https://ttm.financial/m/news/1103308007?lang=&edition=fundamental","pubTime":"2021-06-07 21:23","market":"us","language":"en","title":"Is It Time To Buy Bank Of America Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103308007","media":"Benzinga","summary":"It may be time to buy the stock of Bank of America Corporation.Resistance is a large group of seller","content":"<p>It may be time to buy the stock of <b>Bank of America Corporation</b>.</p><p>Resistance is a large group of sellers who are all trying to get the same price for their shares. At resistance levels, there is more supply than demand. This is why rallies end or pause when they reach them.</p><p>But when a resistance level breaks, meaning the stock trades higher, it’s a graphical illustration that shows the sellers are gone. They have either finished or canceled their orders.</p><p>With this large amount of supply out of the way, the stage is set for buyers to take the shares higher. They’ll need to pay up because there are no longer any sellers offering shares at the level that had been resistance.</p><p>Bank of America's stock has broken the resistance at the $42.75 level and a new uptrend may be forming.</p><p><img src=\"https://static.tigerbbs.com/818f6c2bfe4a7ba9539290abb4f15836\" tg-width=\"1535\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time To Buy Bank Of America Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time To Buy Bank Of America Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-07 21:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It may be time to buy the stock of <b>Bank of America Corporation</b>.</p><p>Resistance is a large group of sellers who are all trying to get the same price for their shares. At resistance levels, there is more supply than demand. This is why rallies end or pause when they reach them.</p><p>But when a resistance level breaks, meaning the stock trades higher, it’s a graphical illustration that shows the sellers are gone. They have either finished or canceled their orders.</p><p>With this large amount of supply out of the way, the stage is set for buyers to take the shares higher. They’ll need to pay up because there are no longer any sellers offering shares at the level that had been resistance.</p><p>Bank of America's stock has broken the resistance at the $42.75 level and a new uptrend may be forming.</p><p><img src=\"https://static.tigerbbs.com/818f6c2bfe4a7ba9539290abb4f15836\" tg-width=\"1535\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103308007","content_text":"It may be time to buy the stock of Bank of America Corporation.Resistance is a large group of sellers who are all trying to get the same price for their shares. At resistance levels, there is more supply than demand. This is why rallies end or pause when they reach them.But when a resistance level breaks, meaning the stock trades higher, it’s a graphical illustration that shows the sellers are gone. They have either finished or canceled their orders.With this large amount of supply out of the way, the stage is set for buyers to take the shares higher. They’ll need to pay up because there are no longer any sellers offering shares at the level that had been resistance.Bank of America's stock has broken the resistance at the $42.75 level and a new uptrend may be forming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142062494,"gmtCreate":1626104764018,"gmtModify":1703753576608,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"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/142062494","repostId":"1175879126","repostType":4,"repost":{"id":"1175879126","kind":"news","pubTimestamp":1626103561,"share":"https://ttm.financial/m/news/1175879126?lang=&edition=fundamental","pubTime":"2021-07-12 23:26","market":"us","language":"en","title":"Suning’s Billionaire Chairman Quits After China-Led Bailout","url":"https://stock-news.laohu8.com/highlight/detail?id=1175879126","media":"Bloomberg","summary":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing c","content":"<p>Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.</p>\n<p>The company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.</p>\n<p>The group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.</p>\n<p>The bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.</p>\n<p>Suning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.</p>\n<p>The stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Suning’s Billionaire Chairman Quits After China-Led Bailout</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\">\nSuning’s Billionaire Chairman Quits After China-Led Bailout\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"002024":"ST易购"},"source_url":"https://www.bloomberg.com/news/articles/2021-07-12/suning-s-billionaire-chairman-quits-after-china-led-bailout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175879126","content_text":"Zhang Jindong has stepped down as the chairman of Chinese retail giant Suning.Com Co. after losing control of his firm following a government-led bailout.\nThe company announced his resignation in a filing with the Shenzhen stock exchange on Monday, adding that Zhang will be appointed honorary chairman to guide the firm’s future growth. Zhang, 58, lost control of Suning when the business sold a 16.96% stake to a state-backedconsortiumfor a $1.36 billion bailout last week.\nThe group of investors, led by the Nanjing state asset-management committee and the Jiangsu provincial government, also includes Alibaba Group Holding Ltd. and Chinese appliance makers Midea Group Co. and Haier Group Co., smartphone maker Xiaomi Corp., and TCL Technology Group Corp.\nThe bailout, and now Zhang’s resignation, are the end of his reign during which he led the company into an array of businesses, including ownership of the Inter Milan soccer team.\nSuning.com had a market value of about 52 billion yuan ($8 billion) before the trading halt. The retail business was weakened by a slowdown in spending during the pandemic. Concerns about its cash flow intensified in September, when Zhang waived his right to a 20 billion yuan payment from property developer China Evergrande Group.\nThe stock tumbled last month after a Beijing courtfroze3 billion yuan worth of shares held by Zhang -- representing 5.8% of Suning.com -- and creditors agreed to extend a bond for Suning Appliance Group Co., which is owned by Zhang and fellow co-founder Bu Yang.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174399346,"gmtCreate":1627071366685,"gmtModify":1703483696376,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174399346","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://ttm.financial/m/news/1124707956?lang=&edition=fundamental","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p>\n<p>As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p>\n<p>Some more observations from Goldman Prime on the post-bottom action:</p>\n<ul>\n <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>\n <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>\n <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>\n <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li>\n</ul>\n<ol>\n <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>\n <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li>\n</ol>\n<ul>\n <li><p><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p></li>\n <li><p><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p></li>\n</ul>\n<p>And visually:</p>\n<p><img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p>\n<p>What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p>\n<p><b>Yesterday (July 20th)</b></p>\n<ul>\n <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>\n <li>Systematic LS -0.2%</li>\n</ul>\n<p><b>July MTD</b></p>\n<ul>\n <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>\n <li>Systematic LS +1.5%</li>\n</ul>\n<p><b>2021 YTD</b></p>\n<ul>\n <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>\n <li>Systematic LS +12.2%</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p>\n<p><img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Dump The Rally After Buying The Dip</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\">\nHedge Funds Dump The Rally After Buying The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 23:12 GMT+8 <a href=https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114256341,"gmtCreate":1623076703783,"gmtModify":1704195625329,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/114256341","repostId":"1126396501","repostType":4,"repost":{"id":"1126396501","kind":"news","pubTimestamp":1623066356,"share":"https://ttm.financial/m/news/1126396501?lang=&edition=fundamental","pubTime":"2021-06-07 19:45","market":"us","language":"en","title":"Amazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded","url":"https://stock-news.laohu8.com/highlight/detail?id=1126396501","media":"cnbc","summary":"KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minim","content":"<div>\n<p>KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits.The reforms, if finalized, would affect the largest companies in the world ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon, Google and Facebook will be hit hard by the G-7 tax deal. Here’s how they responded\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 19:45 GMT+8 <a href=https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits.The reforms, if finalized, would affect the largest companies in the world ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/06/07/g-7-tax-deal-amazon-google-and-facebook-respond-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1126396501","content_text":"KEY POINTSThe G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits.The reforms, if finalized, would affect the largest companies in the world with profit margins of at least 10%.Amazon, Facebook and Google have all welcomed the historic agreement.The world’s biggest tech companies are facing a corporate tax avoidance crackdown after the Group of Seven most developed economies agreed a historic deal Saturday.The G-7 backed a U.S. proposal that calls for corporations around the world to pay a minimum 15% tax on profits. The reforms, if finalized, would affect the largest companies in the world with profit margins of at least 10%.Looking ahead, the G-7 hopes to achieve a wider agreement on the new tax proposals next month at a gathering of the expanded G-20 finance ministers.Asked whetherAmazonandFacebookwould be among the companies targeted by the proposal, U.S. Treasury Secretary Janet Yellen said she believes they would \"qualify by almost any definition.\"Here's how America's tech giants reacted to the news:AmazonAmazon said the agreement \"marks a welcome step forward\" in efforts to \"bring stability to the international tax system.\"\"We hope to see discussions continue to advance with the broader G20 and Inclusive Framework alliance,\" an Amazon spokesperson told CNBC by email.FacebookNick Clegg, Facebook's vice president for global affairs, welcomed the G-7 deal and said the social networking giant \"has long called for reform of the global tax rules.\"The agreement is a \"significant first step towards certainty for businesses and strengthening public confidence in the global tax system,\" Clegg tweeted Saturday.\"We want the international tax reform process to succeed and recognize this could mean Facebook paying more tax, and in different places.\"GoogleA spokesperson forGoogletold Sky Newsthat the company strongly supported the initiative and hoped for a \"balanced and durable\" agreement.Applewasn't immediately available for a comment on the G-7 agreement when contacted by CNBC.The tech tax debateTech giants have long been criticized for paying little in taxes despite their size. Amazon and other companies have been accused of avoiding tax by shifting revenue and profits through tax havens or low-tax countries. The companies insist they’re doing nothing wrong from a legal standpoint, which is why policymakers are calling for reforms.Amazon infamously paid no U.S. federal income tax in 2018, despite booking more than $11 billion in profits. The low tax bill stemmed largely from tax cuts in 2017, carryforward losses from years when the company wasn’t profitable, and tax credits for massive research and development investment and share-based employee compensation.Some countries, such as Britain, France and Italy, have introduced a digital services tax in an effort to rake in more cash from large tech firms. The aim was to implement a solution for the interim while global officials hash out details for international tax rules.But this has led to friction with the United States, which under President Donald Trump’s administration threatened to impose tariffs on French goods over the issue.Meanwhile, some analysts have argued the dealdoesn’t go far enough, while others said there was a long road ahead.George Dibb, head of the Centre for Economic Justice at the London-based Institute for Public Policy Research (IPPR), described the deal as a “major step forward,” but said there were still “big questions” surrounding the minimum tax level.“We would like to see something a lot closer to 25%,” he told CNBC Monday.“The Biden administration came into these negotiations with an opening offer of 21% but I think the big fight at the G-7 over Friday and Saturday was over the wording, about whether it would say ’15%′ or ‘at least 15%’ and because we have that wording now of ‘at least 15%’ the door is still open for negotiation,” he told Squawk Box Europe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180078963,"gmtCreate":1623166447652,"gmtModify":1704197587191,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Nah","listText":"Nah","text":"Nah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180078963","repostId":"1124688970","repostType":4,"repost":{"id":"1124688970","kind":"news","pubTimestamp":1623164900,"share":"https://ttm.financial/m/news/1124688970?lang=&edition=fundamental","pubTime":"2021-06-08 23:08","market":"us","language":"en","title":"Intel: AMD Threat Is Finished","url":"https://stock-news.laohu8.com/highlight/detail?id=1124688970","media":"seekingalpha","summary":"Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as con","content":"<p><b>Summary</b></p>\n<ul>\n <li>Although competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.</li>\n <li>AMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.</li>\n <li>Intel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.</li>\n <li>AMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.</li>\n <li>Given all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>While Arm previously tried (and failed) to enter the data center about a decade ago, in recent years, there has been a more credible resurgence in Arm competition, led by the Apple(NASDAQ:AAPL)Silicon transition and Amazon (AMZN) Graviton chips. Reportedly, Microsoft (MSFT) is also responding to Amazon with its own Arm chips, and with Ampere, there is also a merchant vendor.</p>\n<p>Nevertheless, still the biggest bear thesis for Intel (INTC) is AMD (AMD), which has rolled out a competitive Zen-based product portfolio (while, at the same time, Intel was stumbling with 10nm), and hence, Intel would be at risk of losing a major amount of market share.</p>\n<p>However, as I see it, AMD’s window of opportunity, which it had due to Intel’s multi-year 10nm delays, is closing rapidly as Intel’s next-gen (much more competitive) chips are entering the market. While AMD will still be a credible alternative supplier going forward, I don’t foresee it holding a significant lead, if any lead at all. I will illustrate in several areas.</p>\n<p>That means the story of AMD profiting from Intel’s delays to take loads of market share (almost for free) is finished. It simply didn't happen when it had to.</p>\n<p>1. Waning laptop competitiveness</p>\n<p>One of the main reasons AMD has attracted much attention is because the fastest chips are, not surprisingly, found in the desktop market, where the power budget is much higher. To that end, desktop is the segment where AMD’s flagship technology debuts first.</p>\n<p>However, one just has to look at Intel’s earnings to note that the most important segment (financially) is actually the laptop one, which account for ~70% of the market. And given that AMD’s laptop chips have generally launched six months or more after the desktop segment, this means Intel has actually experienced much less pressure from AMD than many would probably have expected (at least financially in its PC business).</p>\n<p>This changed, though, with the launch of AMD Renoir in 2020. This chip packed eight 7nm Zen 2 cores. In the 15W thin-and-light segment, this meant AMD had twice as many cores as Intel, while in the 35-45W range, Intel hadn't transitioned to 10nm yet, which meant it was competing with its old 14nm Skylake-based IP. Hence, Renoir posed AMD’s first significant threat to Intel’s PC business (even more so than Zen 3, AMD’s other 2020 launch).</p>\n<p>Intel, however, has alreadyanswered Renoir with Tiger Lake:</p>\n<ul>\n <li>In the 15-28W segment, Tiger Lake has a major performance advantage in per-core and graphics performance, as well as a generally superior platform with integrated Wi-Fi 6, AI acceleration, Thunderbolt 4, etc. Tiger Lake is able to compete against 6-core Renoir chips despite having only four cores, which means, only at the very high-end (and low volume), Intel loses in multi-threaded performance.</li>\n <li>More recently, Intel hasbrought Tiger Lake to 35-45W with eight coresas well. While AMD, for its part, has transitioned to Zen 3 in laptops, benchmarks show the two CPUs are roughly equal.</li>\n</ul>\n<p>Looking forward, and it seems, AMD’s competitiveness will fade further rather quickly.</p>\n<p>Intel will launch Alder Lake in the second half of 2021. Alder Lake will implement big.Little, which has been used for many years in the smartphone space to improve power efficiency. Hence, by combining high performance and high frequency cores, Intel will be able to deliver an unmatched capability, since AMD only has one architecture. According to leaks, Alder Lake will come in 2+6 up to 6+8 configurations of Core + Atom cores (and even 8+8 for 55W laptops). Altogether, leaks have indicated Intel is expecting Alder Lake to double in performance.</p>\n<p>Hence, as I see it, Intel's hybrid designs will be a big blow for AMD's laptop competitiveness going forward. Indeed: quite recently, there have actually been somerumors of AMD developing its own hybrid designcalled Strix Point. It would consist of eight high-performance Zen 5 cores and four low power \"Zen 4D\" cores, all on 3nm.</p>\n<p>Meanwhile, looking even further out, into 2022 and beyond, AMD’s roadmap is even bleaker than Intel’s. It is highly unlikely AMD will launch a 5nm part before 2023. Given the publicity Intel received from its 7nm delay (from 2022 to 2023), that should raise concerns. While much has been discussed about Intel’s loss of process leadership, this loss only means something if its competitors make use of that advantage.</p>\n<p>In this case, AMD is not making use of it. Even though 5nm launched in the market in late 2020, AMD’s 2022 laptop roadmap consists of “Zen3+”, which means a refresh of its 2021 laptop line-up. This also means there will be no 5nm laptops from AMD until some time in 2023. That, in turn, means Intel might actually launch its 7nm CPUs before AMD launches 5nm. Never mind if Intel also charges forward with TSMC-based (TSM) 3nm CPU in 2023. The Strix Point CPU from AMD (on 3nm) is also rumored for 2024, while Intel has talked about outsourcing for 2023 already.</p>\n<p>As a last indication, Intel also took CPU connectivity leadership in laptops with PCIe 4.0, whereas AMD stayed with 3.0. This also means AMD will still be on 3.0 when Intel launches Alder Lake, which will be further upgraded to PCIe 5.0.</p>\n<p>2. Re-investing in the desktop</p>\n<p>Besides defending its laptop stronghold, Intel is also re-investing in the desktop. The desktop is one of the main victims of Intel’s 10nm delays, as Intel has yet to launch its first 10nm desktop CPUs.</p>\n<p>This will change with Alder Lake in H2’21, as Intel will bring this CPU also to the desktop. That means the desktop will (finally) return to parity with Intel’s laptop segment, in terms of technology. That should substantially improve Intel’s competitiveness. Here, likewise, leaks haveindicatedIntel is expecting 2x performance. This would put Intel on performance parity (or even a slight leadership) against Zen 3.</p>\n<p>Since recentrumors indicate that Zen 4 will launch in Q4'22, this means Intel could be more or less on parity with AMD for at least a full year (if the 2x performance claim holds true across the board).</p>\n<p>As described, though, for AMD, the desktop represents its flagship segment, whereas Intel has most vigorously defended the (much bigger) laptop space. Hence, I do not foresee Intel necessarily vigorously overtaking AMD. Still, given the seemingly late 2022 launch for Zen 4, it's a bit of pity that Meteor Lake has been delayed. Nevertheless, based on the large jump Intel is making with Alder Lake, the gap should close substantially, especially for all but those who need the highest core counts.</p>\n<p>3. Re-entering high-end desktop (HEDT)</p>\n<p>Another segment that Intel has basically ignored for the last few years is the high-end desktop. Once proud of its $1700 10-core CPU, these chips immediately became obsolete once AMD launched its Threadripper line. Even with many price cuts, Intel hasn't really had a compelling offering for this segment for years already.</p>\n<p>Reports indicate, however, that Intel is outright skipping the Ice Lake-X generation and will move straight to Sapphire Rapids-X. Since AMD lately also hasn't given its Threadripper line the most aggressive roadmap, Intel could bring some serious competition back to this market if Sapphire Rapids-X would launch in 2022.</p>\n<p>4. Overtaking AMD in the data center?</p>\n<p>Besides the desktop, the data center has been the other segment where Intel had fallen substantially behind due to its 10nm delays. Frankly, ever since AMD launched its 7nm Rome CPUs with 64 cores, it has been surprising that Intel has not lost more market share, given that its own offering consisted of 28-core CPUs on 14nm for a long time.</p>\n<p>More recently, acomprehensive benchmark effort by Phoronixhas indicated that Intel is actually surprisingly competing against these 64-core Milan CPUs with its own 40-core Ice Lake-SP on 10nm.</p>\n<p>Intel's competitiveness will further improve withSapphire Rapids. It will move to Intel’s latest technology, with the same architecture and 10nm Enhanced SuperFin process as the upcoming Alder Lake. It will (almost) close to the gap in core count, with a boost to 56 cores.</p>\n<p>In fact, in tech forums, enthusiasts continue to debate whether Sapphire Rapids will top out at 56 or 72 cores, as there have also been rumors of the latter variant. In that case, Intel's chances of unambiguously overtaking AMD would be greatly increased.</p>\n<p>Additionally, Sapphire Rapids, in any case, will take a substantial lead in I/O, with PCIe 5.0 and CXL, as well as DDR5 and HBM support. It also has an integrated data engine (Data Streaming Accelerator), and it will move to Intel’s chiplet design with four EMIB-connected tiles. This means each chiplet will have 14 (or 18) cores.</p>\n<p>Lastly, Sapphire Rapids will also substantially widen Intel’s already vast lead in AI performance, with the inclusion of Intel’s version of Nvidia’s (NVDA) Tensor Cores. In aninterview with AnandTechearlier this year, Intel said that AVX-512 (which Intel's current DLBoost is based on) is one of the largest factors for customers choosing to adopt Intel over AMD. So, to that end, Intel expects Sapphire Rapids to improve AI performance by a further 4-8x.</p>\n<p>To be sure, given the delays of at least several quarters, I do not expect Intel to take an unsurmountable leadership position. For example, in 2019, Intel said that the next-gen 7nm Granite Rapids would launch when Sapphire Rapids will actually launch: in early 2022. This means AMD will transition to 5nm before Intel transitions to its 7nm Granite Rapids CPUs, which gives AMD a chance to one-up Intel.</p>\n<p>Nevertheless, for investors, the key point is that I do not foresee that, at any point going forward, AMD will hold a substantial advantage, and for a substantial amount of time, anymore. Even with the 7nm delays, I do not foresee a repeat of the 28-core vs. 64-core situation described above.</p>\n<p>As a case in point, remember that enterprises do not care so much about who has leadership at any given time, as much as that they demand a long-term roadmap. Customers buy into roadmaps rather than single point products. Intel has such a competitive roadmap at an annual cadence: Ice Lake early 2021, Sapphire Rapids early 2022, Granite Rapids early to mid 2023, Diamond Rapids in 2014, etc.</p>\n<p>What this means is that performance will remain contested: Sapphire Rapids will likely overtake AMD, but AMD will respond with Genoa. Then, Intel will respond with Granite Rapids, etc. This raises the rhetorical question: will enterprises bother to switch to AMD if, half a year later, Intel may launch a faster CPU, etc.? The pure performance benchmarks also neglect less quantifiable advantages such as Intel’s vastly larger sales force, etc.</p>\n<p>In summary, AMD did not even manage to achieve 10% market share while it had over twice the core count (and hence a substantial leadership across the board). That advantage now seems gone for at least the next few generations. AMD simply didn't capitalize when it had the once-in-a-century opportunity.</p>\n<p>5. Challenging Xilinx for FPGA leadership</p>\n<p>I will describe FPGAs rather briefly, as this could be its own topic. As a preliminary note, one should be more cautious here since FPGAs are more esoteric technology in nature.</p>\n<p>For example, in light of AMD’s acquisition, some remarked that Intel’s Altera acquisition supposedly would be a failed one. If any arguments were given at all (to substantiate that claim), it would supposedly be because Intel has not launched an FPGA integrated with its Xeon CPUs, or because of its lackluster financial performance. However, the FPGA integration argument goes against the industry trend, which is to position the FPGA as an accelerator, just like GPUs which in the data aren't integrated directly into the CPU either. In the future, FPGAs will be connected through the open CXL interconnect, which was developed by Intel, and has also been backed by Xilinx(NASDAQ:XLNX), Arm and even AMD.</p>\n<p>Acquisition issues aside, with regards to actual FPGA leadership, here as well Intel has made much progress to catch up and even surpass Xilinx.</p>\n<p>Prior to the acquisition, Altera had delays with its 20nm generation, which led to it being one year behind Xilinx to the 16/14nm generation. However, almost literally the first day after the acquisition, Intel invested in a second, parallel design team for the 10nm generation. This allowed Intel to catch up and achieve parity to the 10nm/7nm generation, as both FPGAs started sampling around mid-2019, and have recently begun ramping more broadly.</p>\n<p>In fact, as part of the quite recentIce Lake-SP launch, Intelclaimedthat its 10nm FPGAs achieve up to 2x higher performance/watt compared to Xilinx' 7nm Versal FPGAs. So, arguably, Intel has not just got back to parity, but has in fact leapfrogged Xilinx.</p>\n<p>There are other aspects as well that demonstrate Intel’s FPGA leadership, including its pioneering use of chiplets (and in the future even 3D stacking), as well as Intel’s transceiver leadership (and indeed those transceivers are separate chiplets): Intel was first to 58G and 116G speed, and first to demo 224G in 2020.</p>\n<p>Even at 14nm, despite being later to initial launch (as described), Intel still managed to launch the first 14/16nm FPGAs with integrated HBM, integrated Arm cores and even PCIe 4.0.</p>\n<p>6. Regaining process leadership (process technology decreasing in importance)</p>\n<p>As discussed in the first point, having a process technology leadership only means something if the fabless foundry customer makes use of it. In the case of AMD, it explicitly does not, as it will launch a “Zen3+” refresh in 2022, instead of 5nm Zen 4, in laptops at least.</p>\n<p>Furthermore, combining this with the outsourcing rumors, and Intel may actually return to process leadership, as instead Intel may launch 3nm CPUs in 2023, leapfrogging AMD’s 5nm ones. In fact, it seems highly unlikely that AMD will launch any 3nm CPUs in2023 at all, as for example indicated by the Strix Point rumor for 2024.</p>\n<p>As Bob Swan said in anearly 2021 interview, it would only adopt foundries if it got preferential treatment. Hence, AMD bulls may have underestimated Intel’s position as world’s largest semiconductor company when they perhaps assumed TSMC would be dismissive of Intel’s potential multi-billion wafer orders.</p>\n<p>The larger point, though, is that Moore’s Law is likely to decrease in importance. For example, TSMC’s 3nm will deliver a real-world shrink of about 1.5x at a relatively slow 2.5 year cadence. This shows Moore’s Law is slowing down. So, even if TSMC continues to have a leadership position, it is unlikely it will have enormous advantage. Pat Gelsinger, for its part, claimed that Intel is already back on track for leadership anyway.</p>\n<p>Additionally, there are many advances beyond the base process technology, such as chiplets and even 3D stacking. If anything, Intel is actually ahead with those technologies.</p>\n<p><b>Crunching the numbers</b></p>\n<p>The proof is in the pudding. Intel took back share from AMD for the first time in three years, in Q4'20. This comprehensive article covers the details:Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years. Following article contains somemore recent numbers.</p>\n<p>This seems to prove exactly the point of this article: Intel has more or less stopped AMD's momentum with the ramp of its 10nm products. AMD's market share in data centers is still well below 10% (estimated at ~$0.5B quarterly revenue), and if the PC numbers are any indication, AMD's momentum might slow there as well with Intel's 10nm data center CPUs.</p>\n<p><b>How Intel could leapfrog AMD in 2023</b></p>\n<p>By 2023, with Meteor Lake Intel will have a \"breakthrough\" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of \"unquestioned leadership\". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio.</p>\n<p>In other words, from being a year behind in 2019, Intel could actually be a year ahead in 2023.</p>\n<p>Officially, Pat Gelsinger has promised investors only such a leadership by 2024-2025, so if Intel reaches an unmatched leadership position faster (largely because of slow execution by AMD, offsetting Intel's 7nm delays as described), that would obviously be quite bullish.</p>\n<p>In reality, though, it will likely take Intel varying amounts of time to obtain leadership in different categories. For example, as described Alder Lake may already deliver unquestioned leadership in laptops later this year.</p>\n<p><b>Risks</b></p>\n<p>In laptops, Intel's main risk is its product cadence. While according to Pat, Intel has made tremendous progress on 7nm since mid-2020, Meteor Lake has been delayed from late 2022 to somewhere in 2023. Additionally, the 2024 AMD Strix Point product does pose a clear response to Intel's hybrid designs by combining both its Atom and Core architectures, which I called an unmatched capability.</p>\n<p>In desktops, many enthusiasts have taken a stance of waiting for Intel to prove that such a hybrid design also works in this segment. While Zen 4 seems to launch later than many had expected, it also remains unclear how Intel will respond to further core count increases by AMD: will Intel scale only the number of big cores, only the Atom cores, or both?</p>\n<p>In the data center and high-end desktop, the main issue remains Intel's ability (or willingness) to compete on core count. Even if Intel is already competitive (in some areas) with a lower core count, some Arm competitors are already talking about triple digit core counts.</p>\n<p>In FPGAs, despite Intel's vastly improved position in the last few years, this isn't showing in this group's financial and market share. Additionally, both Intel and Xilinx also have a bit of a different strategy, as Xilinx, for example, prefers to call its 7nm FPGAs \"ACAPs\", referring to their various integrated accelerators for things such as 5G.</p>\n<p>Lastly, in process technology, despite Intel's \"full embrace of EUV\", the track record of execution remains on TSMC's side. Additionally, given ASML's (ASML)supply constraints, some have remarked that Intel might not be able to obtain enough tools to ramp 7nm. However, there is no real evidence (such as indications by either ASML or Intel management) that there are any such concerns.</p>\n<p><b>Investment thesis revisited</b></p>\n<p>This article is in part an indirect response to thethesis of another SA contributor, who claimed that Intel, instead,is finished. For example, the author notes that Intel is releasing 10nm chips, compared to AMD’s 7nm and Apple’s 5nm, and hence Intel would be behind. In doing so, the authorfalls in the nanometer marketing games trap, as Intel’s 10nm process is objectively actually (slightly) superior to TSMC’s 7nm. One should be cautious of investment theses based solely on the name of the process technology (“7nm”, “5nm”, etc.), as those names are incomparable across foundries.</p>\n<p>I also differ with regards to the author’s analysis of Intel’s outsourcing strategy. Intel has only said that its 7nm node has encountered issues. Nothing is known about Intel’s 5nm. Hence, outsourcing could be an effective strategy to address the delays in one generation, investing instead more heavily in the next generation.</p>\n<p><b>Investor takeaway</b></p>\n<p>AMD, to me, looks finished. Specifically, the bear thesis of Intel losing loads of market share to AMD by the latter profiting from Intel’s 10nm delays, is finished. In fact, Intel even took some share back since Q4'20.</p>\n<p>Going forward, while AMD certainly will continue to be competitive, I do not foresee AMD to ever again attain such a meaningful tech advantage that would act as a catalyst for broad adoption of AMD, like what had been the case when AMD moved to 7nm, while Intel had to continue to rely on 14nm. I showed this in six areas:</p>\n<ol>\n <li>In laptops, Tiger Lake is already the overall superior overall platform when considering graphics and integrated Wi-Fi 6. Going forward, with Alder Lake, Intel will deliver an unmatched capability with its Hybrid Technology, also catching up on (or even surpassing in) core count and hence likely multi-threaded performance. Meanwhile, AMD won’t move to 5nm until 2023, when Intel may actually leverage TSMC’s 3nm besides its 7nm.</li>\n <li>Intel is also re-investing in the desktop, with Alder Lake, significantly improving competitiveness. Since the desktop remains AMD’s flagship platform, AMD will likely continue to have the upper hand, though.</li>\n <li>Intel is also re-entering the high-end desktop segment with Sapphire Rapids-X, skipping a hypothetical Ice Lake-X.</li>\n <li>Intel frankly is lucky that AMD hasn’t managed to take more market share in the data center. However, going forward with Sapphire Rapids and beyond, Intel will catch up: the performance crown will likely change sides with various product introductions. But that is the point: enterprises likely aren’t going to switch vendors with each new CPU release. Hence, just being competitive with an annual roadmap should suffice to largely stop the threat of severe market share losses. That is what Intel will deliver.</li>\n <li>Going into the acquisition half a decade ago, Intel-Altera was one year behind to the 16/14nm generation. However, Intel caught up and achieved parity (or even leadership) at the 10/7nm generation.</li>\n <li>The general outlook is that, going forward, process technology will matter less as Moore’s Law is slowing, and Intel and the industry is moving towards outsourcing, chiplets and even 3D stacking. More specifically, AMD is failing to transition to 5nm timely, making Intel's 7nm delays less relevant.</li>\n</ol>\n<p>In short, AMD’s golden age started with the (coincidental) confluence of the launch of its Zen architecture and Intel’s multi-year 10nm delays. However, with 10nm now ramping, Intel is quickly regaining competitiveness. Furthermore, Intel’s willingness to leverage TSCM’s most leading edge processes, such as 3nm, even before AMD adopts those, further strengthens the point.</p>\n<p><b>Bottom line</b></p>\n<p>With that, the bearish thesis of Intel losing loads of market share to AMD, to prevent Intel from capitalizing on its many growth opportunities from cloud to 5G and IoT, is arguably definitely finished. However, Intel is still largely valued as if does not have these growth prospects. Hence, if the Street would reconsider this valuation, there may be upside.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: AMD Threat Is Finished</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\">\nIntel: AMD Threat Is Finished\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 23:08 GMT+8 <a href=https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.\nAMD's short-lived laptop competitiveness is...</p>\n\n<a href=\"https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4433617-intel-amd-threat-is-finished","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1124688970","content_text":"Summary\n\nAlthough competition from Arm is increasing, AMD remains Intel’s biggest competitor, as concerns of losing market share weigh on Intel’s valuation.\nAMD's short-lived laptop competitiveness is already waning. Intel will further crush AMD with its (up to) 16-core Alder Lake: going from half the core count, to double in one generation.\nIntel is also re-investing in the (high-end) desktop, could leapfrog AMD in the data center, and seems to be overtaking AMD-Xilinx for FPGA leadership.\nAMD is slow to transition to the leading edge in process technology. For example, AMD will not launch 5nm laptop CPUs until 2023, when Intel might have outsourced (TSMC) 3nm.\nGiven all the above, the Intel bear thesis of AMD benefiting from Intel's stumbles, gaining a large tech advantage and taking much market share, is finally finished.\n\nInvestment Thesis\nWhile Arm previously tried (and failed) to enter the data center about a decade ago, in recent years, there has been a more credible resurgence in Arm competition, led by the Apple(NASDAQ:AAPL)Silicon transition and Amazon (AMZN) Graviton chips. Reportedly, Microsoft (MSFT) is also responding to Amazon with its own Arm chips, and with Ampere, there is also a merchant vendor.\nNevertheless, still the biggest bear thesis for Intel (INTC) is AMD (AMD), which has rolled out a competitive Zen-based product portfolio (while, at the same time, Intel was stumbling with 10nm), and hence, Intel would be at risk of losing a major amount of market share.\nHowever, as I see it, AMD’s window of opportunity, which it had due to Intel’s multi-year 10nm delays, is closing rapidly as Intel’s next-gen (much more competitive) chips are entering the market. While AMD will still be a credible alternative supplier going forward, I don’t foresee it holding a significant lead, if any lead at all. I will illustrate in several areas.\nThat means the story of AMD profiting from Intel’s delays to take loads of market share (almost for free) is finished. It simply didn't happen when it had to.\n1. Waning laptop competitiveness\nOne of the main reasons AMD has attracted much attention is because the fastest chips are, not surprisingly, found in the desktop market, where the power budget is much higher. To that end, desktop is the segment where AMD’s flagship technology debuts first.\nHowever, one just has to look at Intel’s earnings to note that the most important segment (financially) is actually the laptop one, which account for ~70% of the market. And given that AMD’s laptop chips have generally launched six months or more after the desktop segment, this means Intel has actually experienced much less pressure from AMD than many would probably have expected (at least financially in its PC business).\nThis changed, though, with the launch of AMD Renoir in 2020. This chip packed eight 7nm Zen 2 cores. In the 15W thin-and-light segment, this meant AMD had twice as many cores as Intel, while in the 35-45W range, Intel hadn't transitioned to 10nm yet, which meant it was competing with its old 14nm Skylake-based IP. Hence, Renoir posed AMD’s first significant threat to Intel’s PC business (even more so than Zen 3, AMD’s other 2020 launch).\nIntel, however, has alreadyanswered Renoir with Tiger Lake:\n\nIn the 15-28W segment, Tiger Lake has a major performance advantage in per-core and graphics performance, as well as a generally superior platform with integrated Wi-Fi 6, AI acceleration, Thunderbolt 4, etc. Tiger Lake is able to compete against 6-core Renoir chips despite having only four cores, which means, only at the very high-end (and low volume), Intel loses in multi-threaded performance.\nMore recently, Intel hasbrought Tiger Lake to 35-45W with eight coresas well. While AMD, for its part, has transitioned to Zen 3 in laptops, benchmarks show the two CPUs are roughly equal.\n\nLooking forward, and it seems, AMD’s competitiveness will fade further rather quickly.\nIntel will launch Alder Lake in the second half of 2021. Alder Lake will implement big.Little, which has been used for many years in the smartphone space to improve power efficiency. Hence, by combining high performance and high frequency cores, Intel will be able to deliver an unmatched capability, since AMD only has one architecture. According to leaks, Alder Lake will come in 2+6 up to 6+8 configurations of Core + Atom cores (and even 8+8 for 55W laptops). Altogether, leaks have indicated Intel is expecting Alder Lake to double in performance.\nHence, as I see it, Intel's hybrid designs will be a big blow for AMD's laptop competitiveness going forward. Indeed: quite recently, there have actually been somerumors of AMD developing its own hybrid designcalled Strix Point. It would consist of eight high-performance Zen 5 cores and four low power \"Zen 4D\" cores, all on 3nm.\nMeanwhile, looking even further out, into 2022 and beyond, AMD’s roadmap is even bleaker than Intel’s. It is highly unlikely AMD will launch a 5nm part before 2023. Given the publicity Intel received from its 7nm delay (from 2022 to 2023), that should raise concerns. While much has been discussed about Intel’s loss of process leadership, this loss only means something if its competitors make use of that advantage.\nIn this case, AMD is not making use of it. Even though 5nm launched in the market in late 2020, AMD’s 2022 laptop roadmap consists of “Zen3+”, which means a refresh of its 2021 laptop line-up. This also means there will be no 5nm laptops from AMD until some time in 2023. That, in turn, means Intel might actually launch its 7nm CPUs before AMD launches 5nm. Never mind if Intel also charges forward with TSMC-based (TSM) 3nm CPU in 2023. The Strix Point CPU from AMD (on 3nm) is also rumored for 2024, while Intel has talked about outsourcing for 2023 already.\nAs a last indication, Intel also took CPU connectivity leadership in laptops with PCIe 4.0, whereas AMD stayed with 3.0. This also means AMD will still be on 3.0 when Intel launches Alder Lake, which will be further upgraded to PCIe 5.0.\n2. Re-investing in the desktop\nBesides defending its laptop stronghold, Intel is also re-investing in the desktop. The desktop is one of the main victims of Intel’s 10nm delays, as Intel has yet to launch its first 10nm desktop CPUs.\nThis will change with Alder Lake in H2’21, as Intel will bring this CPU also to the desktop. That means the desktop will (finally) return to parity with Intel’s laptop segment, in terms of technology. That should substantially improve Intel’s competitiveness. Here, likewise, leaks haveindicatedIntel is expecting 2x performance. This would put Intel on performance parity (or even a slight leadership) against Zen 3.\nSince recentrumors indicate that Zen 4 will launch in Q4'22, this means Intel could be more or less on parity with AMD for at least a full year (if the 2x performance claim holds true across the board).\nAs described, though, for AMD, the desktop represents its flagship segment, whereas Intel has most vigorously defended the (much bigger) laptop space. Hence, I do not foresee Intel necessarily vigorously overtaking AMD. Still, given the seemingly late 2022 launch for Zen 4, it's a bit of pity that Meteor Lake has been delayed. Nevertheless, based on the large jump Intel is making with Alder Lake, the gap should close substantially, especially for all but those who need the highest core counts.\n3. Re-entering high-end desktop (HEDT)\nAnother segment that Intel has basically ignored for the last few years is the high-end desktop. Once proud of its $1700 10-core CPU, these chips immediately became obsolete once AMD launched its Threadripper line. Even with many price cuts, Intel hasn't really had a compelling offering for this segment for years already.\nReports indicate, however, that Intel is outright skipping the Ice Lake-X generation and will move straight to Sapphire Rapids-X. Since AMD lately also hasn't given its Threadripper line the most aggressive roadmap, Intel could bring some serious competition back to this market if Sapphire Rapids-X would launch in 2022.\n4. Overtaking AMD in the data center?\nBesides the desktop, the data center has been the other segment where Intel had fallen substantially behind due to its 10nm delays. Frankly, ever since AMD launched its 7nm Rome CPUs with 64 cores, it has been surprising that Intel has not lost more market share, given that its own offering consisted of 28-core CPUs on 14nm for a long time.\nMore recently, acomprehensive benchmark effort by Phoronixhas indicated that Intel is actually surprisingly competing against these 64-core Milan CPUs with its own 40-core Ice Lake-SP on 10nm.\nIntel's competitiveness will further improve withSapphire Rapids. It will move to Intel’s latest technology, with the same architecture and 10nm Enhanced SuperFin process as the upcoming Alder Lake. It will (almost) close to the gap in core count, with a boost to 56 cores.\nIn fact, in tech forums, enthusiasts continue to debate whether Sapphire Rapids will top out at 56 or 72 cores, as there have also been rumors of the latter variant. In that case, Intel's chances of unambiguously overtaking AMD would be greatly increased.\nAdditionally, Sapphire Rapids, in any case, will take a substantial lead in I/O, with PCIe 5.0 and CXL, as well as DDR5 and HBM support. It also has an integrated data engine (Data Streaming Accelerator), and it will move to Intel’s chiplet design with four EMIB-connected tiles. This means each chiplet will have 14 (or 18) cores.\nLastly, Sapphire Rapids will also substantially widen Intel’s already vast lead in AI performance, with the inclusion of Intel’s version of Nvidia’s (NVDA) Tensor Cores. In aninterview with AnandTechearlier this year, Intel said that AVX-512 (which Intel's current DLBoost is based on) is one of the largest factors for customers choosing to adopt Intel over AMD. So, to that end, Intel expects Sapphire Rapids to improve AI performance by a further 4-8x.\nTo be sure, given the delays of at least several quarters, I do not expect Intel to take an unsurmountable leadership position. For example, in 2019, Intel said that the next-gen 7nm Granite Rapids would launch when Sapphire Rapids will actually launch: in early 2022. This means AMD will transition to 5nm before Intel transitions to its 7nm Granite Rapids CPUs, which gives AMD a chance to one-up Intel.\nNevertheless, for investors, the key point is that I do not foresee that, at any point going forward, AMD will hold a substantial advantage, and for a substantial amount of time, anymore. Even with the 7nm delays, I do not foresee a repeat of the 28-core vs. 64-core situation described above.\nAs a case in point, remember that enterprises do not care so much about who has leadership at any given time, as much as that they demand a long-term roadmap. Customers buy into roadmaps rather than single point products. Intel has such a competitive roadmap at an annual cadence: Ice Lake early 2021, Sapphire Rapids early 2022, Granite Rapids early to mid 2023, Diamond Rapids in 2014, etc.\nWhat this means is that performance will remain contested: Sapphire Rapids will likely overtake AMD, but AMD will respond with Genoa. Then, Intel will respond with Granite Rapids, etc. This raises the rhetorical question: will enterprises bother to switch to AMD if, half a year later, Intel may launch a faster CPU, etc.? The pure performance benchmarks also neglect less quantifiable advantages such as Intel’s vastly larger sales force, etc.\nIn summary, AMD did not even manage to achieve 10% market share while it had over twice the core count (and hence a substantial leadership across the board). That advantage now seems gone for at least the next few generations. AMD simply didn't capitalize when it had the once-in-a-century opportunity.\n5. Challenging Xilinx for FPGA leadership\nI will describe FPGAs rather briefly, as this could be its own topic. As a preliminary note, one should be more cautious here since FPGAs are more esoteric technology in nature.\nFor example, in light of AMD’s acquisition, some remarked that Intel’s Altera acquisition supposedly would be a failed one. If any arguments were given at all (to substantiate that claim), it would supposedly be because Intel has not launched an FPGA integrated with its Xeon CPUs, or because of its lackluster financial performance. However, the FPGA integration argument goes against the industry trend, which is to position the FPGA as an accelerator, just like GPUs which in the data aren't integrated directly into the CPU either. In the future, FPGAs will be connected through the open CXL interconnect, which was developed by Intel, and has also been backed by Xilinx(NASDAQ:XLNX), Arm and even AMD.\nAcquisition issues aside, with regards to actual FPGA leadership, here as well Intel has made much progress to catch up and even surpass Xilinx.\nPrior to the acquisition, Altera had delays with its 20nm generation, which led to it being one year behind Xilinx to the 16/14nm generation. However, almost literally the first day after the acquisition, Intel invested in a second, parallel design team for the 10nm generation. This allowed Intel to catch up and achieve parity to the 10nm/7nm generation, as both FPGAs started sampling around mid-2019, and have recently begun ramping more broadly.\nIn fact, as part of the quite recentIce Lake-SP launch, Intelclaimedthat its 10nm FPGAs achieve up to 2x higher performance/watt compared to Xilinx' 7nm Versal FPGAs. So, arguably, Intel has not just got back to parity, but has in fact leapfrogged Xilinx.\nThere are other aspects as well that demonstrate Intel’s FPGA leadership, including its pioneering use of chiplets (and in the future even 3D stacking), as well as Intel’s transceiver leadership (and indeed those transceivers are separate chiplets): Intel was first to 58G and 116G speed, and first to demo 224G in 2020.\nEven at 14nm, despite being later to initial launch (as described), Intel still managed to launch the first 14/16nm FPGAs with integrated HBM, integrated Arm cores and even PCIe 4.0.\n6. Regaining process leadership (process technology decreasing in importance)\nAs discussed in the first point, having a process technology leadership only means something if the fabless foundry customer makes use of it. In the case of AMD, it explicitly does not, as it will launch a “Zen3+” refresh in 2022, instead of 5nm Zen 4, in laptops at least.\nFurthermore, combining this with the outsourcing rumors, and Intel may actually return to process leadership, as instead Intel may launch 3nm CPUs in 2023, leapfrogging AMD’s 5nm ones. In fact, it seems highly unlikely that AMD will launch any 3nm CPUs in2023 at all, as for example indicated by the Strix Point rumor for 2024.\nAs Bob Swan said in anearly 2021 interview, it would only adopt foundries if it got preferential treatment. Hence, AMD bulls may have underestimated Intel’s position as world’s largest semiconductor company when they perhaps assumed TSMC would be dismissive of Intel’s potential multi-billion wafer orders.\nThe larger point, though, is that Moore’s Law is likely to decrease in importance. For example, TSMC’s 3nm will deliver a real-world shrink of about 1.5x at a relatively slow 2.5 year cadence. This shows Moore’s Law is slowing down. So, even if TSMC continues to have a leadership position, it is unlikely it will have enormous advantage. Pat Gelsinger, for its part, claimed that Intel is already back on track for leadership anyway.\nAdditionally, there are many advances beyond the base process technology, such as chiplets and even 3D stacking. If anything, Intel is actually ahead with those technologies.\nCrunching the numbers\nThe proof is in the pudding. Intel took back share from AMD for the first time in three years, in Q4'20. This comprehensive article covers the details:Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years. Following article contains somemore recent numbers.\nThis seems to prove exactly the point of this article: Intel has more or less stopped AMD's momentum with the ramp of its 10nm products. AMD's market share in data centers is still well below 10% (estimated at ~$0.5B quarterly revenue), and if the PC numbers are any indication, AMD's momentum might slow there as well with Intel's 10nm data center CPUs.\nHow Intel could leapfrog AMD in 2023\nBy 2023, with Meteor Lake Intel will have a \"breakthrough\" (as Intel called it) CPU architecture that might leapfrog AMD, perhaps reaching Intel's goal of \"unquestioned leadership\". Built on TSMC's 3nm and its own 7nm, it will be about half node to a full node ahead of AMD's 5nm portfolio.\nIn other words, from being a year behind in 2019, Intel could actually be a year ahead in 2023.\nOfficially, Pat Gelsinger has promised investors only such a leadership by 2024-2025, so if Intel reaches an unmatched leadership position faster (largely because of slow execution by AMD, offsetting Intel's 7nm delays as described), that would obviously be quite bullish.\nIn reality, though, it will likely take Intel varying amounts of time to obtain leadership in different categories. For example, as described Alder Lake may already deliver unquestioned leadership in laptops later this year.\nRisks\nIn laptops, Intel's main risk is its product cadence. While according to Pat, Intel has made tremendous progress on 7nm since mid-2020, Meteor Lake has been delayed from late 2022 to somewhere in 2023. Additionally, the 2024 AMD Strix Point product does pose a clear response to Intel's hybrid designs by combining both its Atom and Core architectures, which I called an unmatched capability.\nIn desktops, many enthusiasts have taken a stance of waiting for Intel to prove that such a hybrid design also works in this segment. While Zen 4 seems to launch later than many had expected, it also remains unclear how Intel will respond to further core count increases by AMD: will Intel scale only the number of big cores, only the Atom cores, or both?\nIn the data center and high-end desktop, the main issue remains Intel's ability (or willingness) to compete on core count. Even if Intel is already competitive (in some areas) with a lower core count, some Arm competitors are already talking about triple digit core counts.\nIn FPGAs, despite Intel's vastly improved position in the last few years, this isn't showing in this group's financial and market share. Additionally, both Intel and Xilinx also have a bit of a different strategy, as Xilinx, for example, prefers to call its 7nm FPGAs \"ACAPs\", referring to their various integrated accelerators for things such as 5G.\nLastly, in process technology, despite Intel's \"full embrace of EUV\", the track record of execution remains on TSMC's side. Additionally, given ASML's (ASML)supply constraints, some have remarked that Intel might not be able to obtain enough tools to ramp 7nm. However, there is no real evidence (such as indications by either ASML or Intel management) that there are any such concerns.\nInvestment thesis revisited\nThis article is in part an indirect response to thethesis of another SA contributor, who claimed that Intel, instead,is finished. For example, the author notes that Intel is releasing 10nm chips, compared to AMD’s 7nm and Apple’s 5nm, and hence Intel would be behind. In doing so, the authorfalls in the nanometer marketing games trap, as Intel’s 10nm process is objectively actually (slightly) superior to TSMC’s 7nm. One should be cautious of investment theses based solely on the name of the process technology (“7nm”, “5nm”, etc.), as those names are incomparable across foundries.\nI also differ with regards to the author’s analysis of Intel’s outsourcing strategy. Intel has only said that its 7nm node has encountered issues. Nothing is known about Intel’s 5nm. Hence, outsourcing could be an effective strategy to address the delays in one generation, investing instead more heavily in the next generation.\nInvestor takeaway\nAMD, to me, looks finished. Specifically, the bear thesis of Intel losing loads of market share to AMD by the latter profiting from Intel’s 10nm delays, is finished. In fact, Intel even took some share back since Q4'20.\nGoing forward, while AMD certainly will continue to be competitive, I do not foresee AMD to ever again attain such a meaningful tech advantage that would act as a catalyst for broad adoption of AMD, like what had been the case when AMD moved to 7nm, while Intel had to continue to rely on 14nm. I showed this in six areas:\n\nIn laptops, Tiger Lake is already the overall superior overall platform when considering graphics and integrated Wi-Fi 6. Going forward, with Alder Lake, Intel will deliver an unmatched capability with its Hybrid Technology, also catching up on (or even surpassing in) core count and hence likely multi-threaded performance. Meanwhile, AMD won’t move to 5nm until 2023, when Intel may actually leverage TSMC’s 3nm besides its 7nm.\nIntel is also re-investing in the desktop, with Alder Lake, significantly improving competitiveness. Since the desktop remains AMD’s flagship platform, AMD will likely continue to have the upper hand, though.\nIntel is also re-entering the high-end desktop segment with Sapphire Rapids-X, skipping a hypothetical Ice Lake-X.\nIntel frankly is lucky that AMD hasn’t managed to take more market share in the data center. However, going forward with Sapphire Rapids and beyond, Intel will catch up: the performance crown will likely change sides with various product introductions. But that is the point: enterprises likely aren’t going to switch vendors with each new CPU release. Hence, just being competitive with an annual roadmap should suffice to largely stop the threat of severe market share losses. That is what Intel will deliver.\nGoing into the acquisition half a decade ago, Intel-Altera was one year behind to the 16/14nm generation. However, Intel caught up and achieved parity (or even leadership) at the 10/7nm generation.\nThe general outlook is that, going forward, process technology will matter less as Moore’s Law is slowing, and Intel and the industry is moving towards outsourcing, chiplets and even 3D stacking. More specifically, AMD is failing to transition to 5nm timely, making Intel's 7nm delays less relevant.\n\nIn short, AMD’s golden age started with the (coincidental) confluence of the launch of its Zen architecture and Intel’s multi-year 10nm delays. However, with 10nm now ramping, Intel is quickly regaining competitiveness. Furthermore, Intel’s willingness to leverage TSCM’s most leading edge processes, such as 3nm, even before AMD adopts those, further strengthens the point.\nBottom line\nWith that, the bearish thesis of Intel losing loads of market share to AMD, to prevent Intel from capitalizing on its many growth opportunities from cloud to 5G and IoT, is arguably definitely finished. However, Intel is still largely valued as if does not have these growth prospects. Hence, if the Street would reconsider this valuation, there may be upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114252685,"gmtCreate":1623076768047,"gmtModify":1704195627622,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114252685","repostId":"1103308007","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174399191,"gmtCreate":1627071395813,"gmtModify":1703483696541,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174399191","repostId":"2153751984","repostType":4,"repost":{"id":"2153751984","kind":"highlight","pubTimestamp":1627050780,"share":"https://ttm.financial/m/news/2153751984?lang=&edition=fundamental","pubTime":"2021-07-23 22:33","market":"us","language":"en","title":"Got $1,000? Buy These Cheap Growth Stocks Right Away","url":"https://stock-news.laohu8.com/highlight/detail?id=2153751984","media":"Motley Fool","summary":"These growth stocks have made investors rich in the past, and they can keep doing so in the future.","content":"<p>It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because they tend to outperform the broader market on the back of disruptive products and services that may fuel rapid long-term growth.</p>\n<p>Not surprisingly, the average price-to-earnings (P/E) ratio of the tech-heavy <b><a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> 100</b> Index stands at 38.4 as compared to the <b>Dow Jones Industrial Average</b>'s average P/E ratio of 26.3 and the <b>S&P 500</b>'s average multiple of 36.6.</p>\n<p>However, there are a few tech companies that continue to trade at attractive valuations despite crushing the broader market. <b><a href=\"https://laohu8.com/S/QRVO\">Qorvo</a></b> (NASDAQ:QRVO) and <b>Jabil</b> (NYSE:JBL) are two stocks that have made investors significantly richer over the past five years.</p>\n<p><img src=\"https://static.tigerbbs.com/549aaadbeda352ae2081da23ac1deb45\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>QRVO data by YCharts</p>\n<p>For example, a $1,000 investment in Qorvo five years ago would be worth almost $3,100 now. A similar investment in Jabil would be worth close to $2,700 now. The good part is that both companies could at least equal, if not outperform, their stellar gains in the coming years. Let's take a look at the reasons why it still makes sense to invest $1,000 in these tech stocks.</p>\n<h3>Qorvo: Riding the 5G wave</h3>\n<p>Qorvo is benefiting from multiple hot tech trends right now, but its biggest catalyst remains the 5G smartphone market. The chipmaker's revenue in fiscal 2021 (which ended on April 3) shot up 24% year over year to $4.02 billion. It finished the year with a gross profit margin of 46.9%, up substantially over the prior year's figure of 40.8%.</p>\n<p>Qorvo credited the \"higher demand for our 5G mobile solutions, 5G base station products, and Wi-Fi products\" for this impressive showing. The good news is that all these verticals are still in their early phases of growth. For instance, 5G smartphone shipments are expected to jump from an estimated 239 million units in 2020 to 1.12 billion units by 2025, according to Taiwan-based Market Intelligence & Consulting Institute.</p>\n<p><img src=\"https://static.tigerbbs.com/4f9ffe2f3eb673512439f8114e7d18f2\" tg-width=\"700\" tg-height=\"510\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<p>With Qorvo getting just over 71% of its total revenue from the mobile products segment last quarter, the 5G smartphone boom is going to move the needle significantly for the company. After all, the chipmaker supplies its wireless components to the leading players in the 5G smartphone space, including <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL). The iPhone maker produced 30% of Qorvo's total revenue last fiscal year.</p>\n<p>This sizable reliance on Apple is a good thing for Qorvo as the tech giant is on fire in the 5G smartphone era. The iPhone 12 has been a runaway hit among consumers looking to make the move to a 5G device from their older iPhones, and there are at least 800 million customers in Apple's installed base that have yet to make the move to 5G. As a result, Apple is going to be a long-term catalyst for Qorvo's mobile business thanks to the massive iPhone volume opportunity at hand.</p>\n<p>Its relationship with other smartphone OEMs (original equipment manufacturers) such as <b>Samsung</b> and <b>Xiaomi</b> will also come in handy in the long run, as these companies are dominant players in the 5G smartphone market along with Apple.</p>\n<p>More importantly, the improved 5G smartphone volumes will help Qorvo generate faster revenue and earnings growth. That's because the radio-frequency (RF) content in mid-range 5G smartphones is doubling over their 4G predecessors, while high-end devices are witnessing an additional $5 to $7 in wireless content.</p>\n<p>Thanks to the 5G tailwind, Qorvo is anticipated to record 16% annual earnings growth for the next five years, up from the 6% annual growth seen in the last five years. This makes it an attractive growth stock to buy right now at 29.7 times trailing earnings, which is lower than the Nasdaq 100 Index's rich multiple we saw earlier.</p>\n<h3>Jabil: Diverse growth drivers should lead to better times</h3>\n<p>Jabil has made a fine comeback this year after the novel coronavirus pandemic derailed the company's growth in 2020. The contract electronics manufacturer delivered a solid third-quarter earnings report in June, recording 14% year-over-year revenue growth to $7.2 billion. Non-GAAP earnings had shot up to $1.30 per share during the quarter from $0.37 per share a year ago. <b> </b></p>\n<p>Even better, Jabil upgraded its full-year guidance on the back of impressive momentum in the cloud, mobility, semiconductor, automotive, and connected devices markets. These end markets are on track to grow nicely for Jabil this year and beyond.</p>\n<p>In mobility, for instance, Jabil expects $4.1 billion in revenue this fiscal year, up 24% over fiscal 2020. That's not surprising as 20% of the company's total revenue comes from manufacturing casings for Apple's iPhone and iPad. We have already seen that Apple's 5G iPhones are selling like hotcakes, and they can keep doing so thanks to an upgrade supercycle that's currently playing out. This should rub off positively on Jabil's prospects as well since it has a close relationship with Apple.</p>\n<p>However, Jabil draws its revenue from a wider number of verticals. The automotive and transportation segment, for example, is expected to deliver $2.2 billion in revenue this year, up 29% from last year. This business seems to have solid long-term potential as the global automotive contract manufacturing space is expected to clock 7.2% annual growth through 2027, according to a third-party estimate.</p>\n<p>Similarly, Jabil provides contract manufacturing services to connected device manufacturers, semiconductor capital equipment makers, cloud computing customers, and networking and storage providers, among others. Grand View Research estimates that the global contract electronics manufacturing market could be worth $800 billion by 2027 as compared to $417 billion at the end of 2019.</p>\n<p>Not surprisingly, Jabil's bottom line is expected to grow at nearly 20% per year for the next five years, as it seems to be on track to take advantage of the huge end-market opportunity that lies ahead. And now would be a great time to buy this tech stock as it is trading at just 14 times trailing earnings, which makes it way cheaper than the indexes discussed earlier. What's more, Jabil's forward earnings multiple of just 9.3 makes it even more attractive, giving investors another great reason to consider putting $1,000 in the stock.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? Buy These Cheap Growth Stocks Right Away</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\">\nGot $1,000? Buy These Cheap Growth Stocks Right Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 22:33 GMT+8 <a href=https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QRVO":"Qorvo, Inc.","03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://www.fool.com/investing/2021/07/23/got-1000-buy-these-cheap-growth-stocks-right-away/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153751984","content_text":"It is difficult to find high-growth companies trading at attractive valuations, especially in the technology sector, where stocks usually trade at rich valuations. The rich valuations happen because they tend to outperform the broader market on the back of disruptive products and services that may fuel rapid long-term growth.\nNot surprisingly, the average price-to-earnings (P/E) ratio of the tech-heavy Nasdaq 100 Index stands at 38.4 as compared to the Dow Jones Industrial Average's average P/E ratio of 26.3 and the S&P 500's average multiple of 36.6.\nHowever, there are a few tech companies that continue to trade at attractive valuations despite crushing the broader market. Qorvo (NASDAQ:QRVO) and Jabil (NYSE:JBL) are two stocks that have made investors significantly richer over the past five years.\n\nQRVO data by YCharts\nFor example, a $1,000 investment in Qorvo five years ago would be worth almost $3,100 now. A similar investment in Jabil would be worth close to $2,700 now. The good part is that both companies could at least equal, if not outperform, their stellar gains in the coming years. Let's take a look at the reasons why it still makes sense to invest $1,000 in these tech stocks.\nQorvo: Riding the 5G wave\nQorvo is benefiting from multiple hot tech trends right now, but its biggest catalyst remains the 5G smartphone market. The chipmaker's revenue in fiscal 2021 (which ended on April 3) shot up 24% year over year to $4.02 billion. It finished the year with a gross profit margin of 46.9%, up substantially over the prior year's figure of 40.8%.\nQorvo credited the \"higher demand for our 5G mobile solutions, 5G base station products, and Wi-Fi products\" for this impressive showing. The good news is that all these verticals are still in their early phases of growth. For instance, 5G smartphone shipments are expected to jump from an estimated 239 million units in 2020 to 1.12 billion units by 2025, according to Taiwan-based Market Intelligence & Consulting Institute.\n\nImage source: Getty Images.\nWith Qorvo getting just over 71% of its total revenue from the mobile products segment last quarter, the 5G smartphone boom is going to move the needle significantly for the company. After all, the chipmaker supplies its wireless components to the leading players in the 5G smartphone space, including Apple (NASDAQ:AAPL). The iPhone maker produced 30% of Qorvo's total revenue last fiscal year.\nThis sizable reliance on Apple is a good thing for Qorvo as the tech giant is on fire in the 5G smartphone era. The iPhone 12 has been a runaway hit among consumers looking to make the move to a 5G device from their older iPhones, and there are at least 800 million customers in Apple's installed base that have yet to make the move to 5G. As a result, Apple is going to be a long-term catalyst for Qorvo's mobile business thanks to the massive iPhone volume opportunity at hand.\nIts relationship with other smartphone OEMs (original equipment manufacturers) such as Samsung and Xiaomi will also come in handy in the long run, as these companies are dominant players in the 5G smartphone market along with Apple.\nMore importantly, the improved 5G smartphone volumes will help Qorvo generate faster revenue and earnings growth. That's because the radio-frequency (RF) content in mid-range 5G smartphones is doubling over their 4G predecessors, while high-end devices are witnessing an additional $5 to $7 in wireless content.\nThanks to the 5G tailwind, Qorvo is anticipated to record 16% annual earnings growth for the next five years, up from the 6% annual growth seen in the last five years. This makes it an attractive growth stock to buy right now at 29.7 times trailing earnings, which is lower than the Nasdaq 100 Index's rich multiple we saw earlier.\nJabil: Diverse growth drivers should lead to better times\nJabil has made a fine comeback this year after the novel coronavirus pandemic derailed the company's growth in 2020. The contract electronics manufacturer delivered a solid third-quarter earnings report in June, recording 14% year-over-year revenue growth to $7.2 billion. Non-GAAP earnings had shot up to $1.30 per share during the quarter from $0.37 per share a year ago. \nEven better, Jabil upgraded its full-year guidance on the back of impressive momentum in the cloud, mobility, semiconductor, automotive, and connected devices markets. These end markets are on track to grow nicely for Jabil this year and beyond.\nIn mobility, for instance, Jabil expects $4.1 billion in revenue this fiscal year, up 24% over fiscal 2020. That's not surprising as 20% of the company's total revenue comes from manufacturing casings for Apple's iPhone and iPad. We have already seen that Apple's 5G iPhones are selling like hotcakes, and they can keep doing so thanks to an upgrade supercycle that's currently playing out. This should rub off positively on Jabil's prospects as well since it has a close relationship with Apple.\nHowever, Jabil draws its revenue from a wider number of verticals. The automotive and transportation segment, for example, is expected to deliver $2.2 billion in revenue this year, up 29% from last year. This business seems to have solid long-term potential as the global automotive contract manufacturing space is expected to clock 7.2% annual growth through 2027, according to a third-party estimate.\nSimilarly, Jabil provides contract manufacturing services to connected device manufacturers, semiconductor capital equipment makers, cloud computing customers, and networking and storage providers, among others. Grand View Research estimates that the global contract electronics manufacturing market could be worth $800 billion by 2027 as compared to $417 billion at the end of 2019.\nNot surprisingly, Jabil's bottom line is expected to grow at nearly 20% per year for the next five years, as it seems to be on track to take advantage of the huge end-market opportunity that lies ahead. And now would be a great time to buy this tech stock as it is trading at just 14 times trailing earnings, which makes it way cheaper than the indexes discussed earlier. What's more, Jabil's forward earnings multiple of just 9.3 makes it even more attractive, giving investors another great reason to consider putting $1,000 in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187745954,"gmtCreate":1623765364978,"gmtModify":1703818682403,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"That’s sad to see I hope it changes ","listText":"That’s sad to see I hope it changes ","text":"That’s sad to see I hope it changes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187745954","repostId":"1127660571","repostType":4,"repost":{"id":"1127660571","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623760680,"share":"https://ttm.financial/m/news/1127660571?lang=&edition=fundamental","pubTime":"2021-06-15 20:38","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1127660571","media":"Tiger Newspress","summary":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record clo","content":"<ul>\n <li>Stock futures edge up ahead of retail sales data.</li>\n <li>S&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>\n <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n</ul>\n<p>(June 15) <b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b> Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p>\n<p>On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p>\n<p><b>Stock Market</b></p>\n<p>U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p>\n<p>Futures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p>\n<p>At 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p>\n<p><img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p>\n<p>Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p>\n<p><b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more</b></p>\n<p><b>1) Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p>\n<p><b>2) Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p>\n<p><b>3) Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p>\n<p><b>4) Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p>\n<p><b>5) Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p>\n<p><b>6) Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p>\n<p><b>7) Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p>\n<p><b>8) AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p>\n<p><b>9) Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p>\n<p><b>10) Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p>\n<p><b>11) Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p>\n<p><b>12) Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-15 20:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Stock futures edge up ahead of retail sales data.</li>\n <li>S&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.</li>\n <li><b>Increase in in PPI over past 12 months rises to 6.6% from 6.2%.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n <li><b>U.S. retail sales minus gas and autos fall 0.8% in May.</b></li>\n</ul>\n<p>(June 15) <b>Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record.</b> Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.</p>\n<p>On a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.</p>\n<p><b>Stock Market</b></p>\n<p>U.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.</p>\n<p>Futures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.</p>\n<p>At 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.</p>\n<p><img src=\"https://static.tigerbbs.com/86af5e5e5e4faf68b304fa020ca3a033\" tg-width=\"1242\" tg-height=\"487\"></p>\n<p>Investors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.</p>\n<p><b>Stocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more</b></p>\n<p><b>1) Vroom(VRM)</b> – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.</p>\n<p><b>2) Ping Identity(PING) </b>– Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.</p>\n<p><b>3) Sage Therapeutics(SAGE)</b> – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.</p>\n<p><b>4) Boeing(BA) </b>– The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.</p>\n<p><b>5) Exxon Mobil(XOM) </b>– Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.</p>\n<p><b>6) Spirit Airlines(SAVE)</b> – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.</p>\n<p><b>7) Fastenal(FAST)</b> – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.</p>\n<p><b>8) AstraZeneca(AZN) </b>– AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.</p>\n<p><b>9) Cracker Barrel(CBRL)</b> – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.</p>\n<p><b>10) Novavax(NVAX)</b> – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.</p>\n<p><b>11) Intuit(INTU)</b> – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.</p>\n<p><b>12) Vimeo(VMEO)</b> – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127660571","content_text":"Stock futures edge up ahead of retail sales data.\nS&P 500 index is headed toward its 30th record close of the year, bolstered by gains in tech stocks.\nIncrease in in PPI over past 12 months rises to 6.6% from 6.2%.\nU.S. retail sales minus gas and autos fall 0.8% in May.\nU.S. retail sales minus gas and autos fall 0.8% in May.\n\n(June 15) Producer prices climb 6.6% in May on annual basis, largest 12-month increase on record. Producer prices rose at their fastest annual clip in nearly 11 years in May as inflation continued to build in the U.S. economy, the Labor Department reported Tuesday.\nOn a monthly basis, the producer price index for final demand rose 0.8%, ahead of the Dow Jones estimate of 0.6%.\nStock Market\nU.S. stock futures edged higher Tuesday ahead of fresh data that will indicate how much Americans spent in stores, at restaurants and online last month.\nFutures tied to the S&P 500 ticked up 0.1%, indicating that the broad benchmark index is on track to notch its thirtieth record close of the year. Nasdaq-100 futures gained 0.2%, pointing togains in technology stocksafter the opening bell.\nAt 8:38 a.m. ET, Dow e-minis were up 18 points, or 0.05%, S&P 500 e-minis were up 5.5 points, or 0.13%, and Nasdaq 100 e-minis were up 24.75 points, or 0.18%.\n\nInvestors expect that stocks will climb through the rest of the year due to easy monetary policies. Many people are also betting thathigher inflation, due to the easing of economic restrictions and supply-chain bottlenecks, will be temporary. Signs that inflation will be elevated for a prolonged period or that theFederal Reserve may retrace its supportcould shake that confidence, money managers said.\nStocks making the biggest moves in the premarket: Vroom, Ping Identity, Sage Therapeutics & more\n1) Vroom(VRM) – Vroom intends to offer $500 million in convertible senior notes due in 2026. The used-vehicle e-commerce platform provider plans to use the proceeds for a variety of corporate purposes as well as investing in or acquiring new technologies. Its shares slid 6.1% in premarket trading.\n2) Ping Identity(PING) – Ping Identity announced a 6 million share common stock offering, in a sale of shares held by investment funds affiliated with Vista Equity Partners. The identity management solutions company will not receive any proceeds from the offering. The stock tumbled 4.2% in premarket action.\n3) Sage Therapeutics(SAGE) – The drugmaker’s shares tanked 17.5% in premarket trading following the release of study results for Sage’s experimental depression drug. The treatment resulted in a statistically significant improvement in symptoms, although it could take up to six weeks to be effective and treatment may be required for months.\n4) Boeing(BA) – The U.S. and European Union announced aresolution of the long-standing disputeover aircraft subsidies involving Boeing and European rival Airbus. The deal suspends World Trade Organization-authorized tariffs for five years, and U.S. Trade Representative Katherine Tai said it could serve as a model for resolving future disputes.\n5) Exxon Mobil(XOM) – Bank of America reiterated a “buy” rating on the energy giant’s stock, predicting that Exxon Mobil would hike its dividend before the end of the year following cost-cutting measures and a rebound in oil prices.\n6) Spirit Airlines(SAVE) – Spirit Airlines said in a Securities and Exchange Commission filing that leisure demand has continued to improve throughout the second quarter, and that it has seen operating yields strengthen as well. Citi upgraded the stock to “buy” from “neutral” following that update, and shares rallied 2.6% in the premarket.\n7) Fastenal(FAST) – The maker of industrial and construction supplies was downgraded to “underweight” from “equal-weight” at Morgan Stanley, which notes a lull in customer acquisition as well as a stock that is already near an all-time high. The stock slid 2.2% in the premarket.\n8) AstraZeneca(AZN) – AstraZeneca said an experimental monoclonal antibody treatment did not meet its main goal of preventing Covid-19 in patients who had been exposed to the virus. The company also said, however, that its Covid-19 vaccine is 92% effective against the so-called “Delta” variant of the virus.\n9) Cracker Barrel(CBRL) – Cracker Barrel announced a $275 million private offering of convertible senior notes due in 2026. The restaurant chain will use the proceeds to pay debt and for general corporate purposes.\n10) Novavax(NVAX) – Novavax announced positive results from its first study of its Covid-19 vaccine and a flu vaccine administered simultaneously. The study suggested that simultaneous vaccination may be a viable strategy.\n11) Intuit(INTU) – The financial software company revealed in an SEC filing that its QuickBooks online service saw new customer acquisition grow by more than 25% year-over-year for the nine months ended April 30. Intuit shares had hit an all-time high in Monday’s trading.\n12) Vimeo(VMEO) – Vimeo reported that total revenue in May rose 42% from a year ago, with the video services company also seeing average revenue per user up 18%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187742066,"gmtCreate":1623765329855,"gmtModify":1703818683220,"author":{"id":"3571559911677314","authorId":"3571559911677314","name":"Dae96","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571559911677314","authorIdStr":"3571559911677314"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187742066","repostId":"1180911259","repostType":4,"repost":{"id":"1180911259","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623765092,"share":"https://ttm.financial/m/news/1180911259?lang=&edition=fundamental","pubTime":"2021-06-15 21:51","market":"us","language":"en","title":"Blockchain stocks mixed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1180911259","media":"Tiger Newspress","summary":"(June 15) Blockchain stocks mixed in morning trading.","content":"<p>(June 15) Blockchain stocks mixed in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Blockchain stocks mixed in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlockchain stocks mixed in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-15 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 15) Blockchain stocks mixed in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2add04248d60bb69c41121475aca5e34\" tg-width=\"283\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTBT":"Bit Digital, Inc.","MARA":"MARA Holdings","RIOT":"Riot Platforms","CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180911259","content_text":"(June 15) Blockchain stocks mixed in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}