LSK9092 personal page - To The Moon

LSK9092

LSK9092

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2023-10-04

Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward

05-31

$LULU 20240607 320.0 CALL$

2023-01-18

Ok

Reminder: Market Holidays During Chinese Lunar New Year

2022-09-16

Wait for it to be oversold again

JPMorgan Bullish on Stocks, Sees Soft Landing for Economy

2023-04-05

Ok

Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More

2023-03-01

Good

Microsoft: Profitability Powerhouse Set For Long-Term Gains

2022-09-09

Clear

NIO Q2: The Good, The Bad, And The Ugly

2023-03-01

Good

Tesla Readies Revamp of Model Y Codenamed "Juniper"

2022-09-16

Good

Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice

2022-09-14

Good

Amid Wall Street Bloodbath, Cathie Wood Picks Up Over $16M Each In Roku And This Video Communications Stock

2022-09-12

Oversold

Stock Futures Climb With Key Inflation Data Awaited

2023-04-08

Great ariticle, would you like to share it?

Baidu Sues Apple, App Developers Over Fake Ernie Bot Apps

2023-03-02

Noted

NIO Stock Alert: How the EV Maker Just Disappointed Investors

2022-11-15

Ok

AMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up

2023-12-13

$BABA 20231215 71.0 PUT$

2023-10-25

$Teladoc Health Inc.(TDOC)$

2023-10-25

$Teladoc Health Inc.(TDOC)$

2023-08-29

Down more than 5% for opening

2023-05-02

Ok

@Blueberryoh:2021年之前，你和我不可能知道新冠病毒COVID 19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。我們必須承認，過去發生一連串大事件，是我們無法參透的事。

2023-05-01

Ok

@MoneyManagement: SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!

Go to Tiger App to see more news

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</a>&nbsp;","text":"$BABA 20231215 71.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/652083c4315c886a97aff8cb120047c5","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251459552874728","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234120574521456,"gmtCreate":1698167179100,"gmtModify":1698167180831,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$ &nbsp;</a>","text":"$Teladoc Health Inc.(TDOC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234120574521456","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234117924327456,"gmtCreate":1698166680788,"gmtModify":1698166683293,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$ &nbsp;</a>","text":"$Teladoc Health Inc.(TDOC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234117924327456","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":226725335277576,"gmtCreate":1696432421937,"gmtModify":1696432426545,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward&nbsp;","listText":"Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward&nbsp;","text":"Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226725335277576","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214114561855608,"gmtCreate":1693292681230,"gmtModify":1693292685652,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Down more than 5% for opening&nbsp;","listText":"Down more than 5% for opening&nbsp;","text":"Down more than 5% for opening","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214114561855608","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947872591,"gmtCreate":1682994508313,"gmtModify":1682994512004,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947872591","repostId":"9947842519","repostType":1,"repost":{"id":9947842519,"gmtCreate":1682987202931,"gmtModify":1682987208418,"author":{"id":"3585978523643493","authorId":"3585978523643493","name":"Blueberryoh","avatar":"https://static.tigerbbs.com/09894acdcb6f8ec9f8701abfd50e6214","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3585978523643493","authorIdStr":"3585978523643493"},"themes":[],"htmlText":"2021年之前，你和我不可能知道新冠病毒COVID 19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。 從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。 回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。 我們必須承認，過去發生一連串大事件，是我們無法參透的事。","listText":"2021年之前，你和我不可能知道新冠病毒COVID 19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。 從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。 回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。 我們必須承認，過去發生一連串大事件，是我們無法參透的事。","text":"2021年之前，你和我不可能知道新冠病毒COVID 19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。 從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。 回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。 我們必須承認，過去發生一連串大事件，是我們無法參透的事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947842519","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947883901,"gmtCreate":1682907988203,"gmtModify":1682907991643,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947883901","repostId":"9947818986","repostType":1,"repost":{"id":9947818986,"gmtCreate":1682875610246,"gmtModify":1682903093058,"author":{"id":"9000000000000578","authorId":"9000000000000578","name":"MoneyManagement","avatar":"https://community-static.tradeup.com/news/d0e78c6c413d362ebb830f1d3ff7a19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000578","authorIdStr":"9000000000000578"},"themes":[],"htmlText":"\n \n \n  SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!\n \n","listText":"SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!","text":"SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947818986","isVote":1,"tweetType":2,"object":{"id":"b8da5eef8ec44ab08082254865e05361","tweetId":"9947818986","title":"SOFI Stock to $11.64! Discover The Reasons Behind SOFI&#39;s Positive Trend! Watch This Before Monday!","videoUrl":"http://v.tigerbbs.com/1682875603167ae40b65838f5d5bbe38f162ee4be3bcd.mp4","poster":"https://static.tigerbbs.com/dee556c2d7724182d7cdaadeffbae98c","shareLink":"http://v.tigerbbs.com/1682875603167ae40b65838f5d5bbe38f162ee4be3bcd.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942493808,"gmtCreate":1681266711405,"gmtModify":1681266713185,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942493808","repostId":"9942571518","repostType":1,"repost":{"id":9942571518,"gmtCreate":1681262512635,"gmtModify":1681266288023,"author":{"id":"4114848768002772","authorId":"4114848768002772","name":"ShenGuang","avatar":"https://community-static.tradeup.com/news/64825bedb4d401c1a1616d1f15c8a241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4114848768002772","authorIdStr":"4114848768002772"},"themes":[],"title":"De-dollarisation: A Slow Moving World Changer","htmlText":"In March of last year, it was reported that Saudi Arabia was considering accepting Chinese yuan for its oil exports to the People’s Republic of China. This is a monumental shift: virtually every oil contract in the world is denominated and settled in U.S. dollars. It was also reported that a number of Saudi officials are in favour of diversifying their currency exposure by accepting Chinese yuan despite US officials calling such moves by the Saudi government “symbolic”. In actuality, this was not an isolated incident. It is merely another iteration of a larger exercise underway in major global economies worldwide – “de-dollarisation” – which will have substantial repercussions for U.S. economy and its financial market. How It All Started and Ended In the initial stages of World War II, the","listText":"In March of last year, it was reported that Saudi Arabia was considering accepting Chinese yuan for its oil exports to the People’s Republic of China. This is a monumental shift: virtually every oil contract in the world is denominated and settled in U.S. dollars. It was also reported that a number of Saudi officials are in favour of diversifying their currency exposure by accepting Chinese yuan despite US officials calling such moves by the Saudi government “symbolic”. In actuality, this was not an isolated incident. It is merely another iteration of a larger exercise underway in major global economies worldwide – “de-dollarisation” – which will have substantial repercussions for U.S. economy and its financial market. How It All Started and Ended In the initial stages of World War II, the","text":"In March of last year, it was reported that Saudi Arabia was considering accepting Chinese yuan for its oil exports to the People’s Republic of China. This is a monumental shift: virtually every oil contract in the world is denominated and settled in U.S. dollars. It was also reported that a number of Saudi officials are in favour of diversifying their currency exposure by accepting Chinese yuan despite US officials calling such moves by the Saudi government “symbolic”. In actuality, this was not an isolated incident. It is merely another iteration of a larger exercise underway in major global economies worldwide – “de-dollarisation” – which will have substantial repercussions for U.S. economy and its financial market. How It All Started and Ended In the initial stages of World War II, the","images":[{"img":"https://community-static.tradeup.com/news/9cb71c113f18942e47dae36093ceb45a","width":"1179","height":"1014"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942571518","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946266062,"gmtCreate":1680971809357,"gmtModify":1680971812764,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946266062","repostId":"9948512024","repostType":1,"repost":{"id":9948512024,"gmtCreate":1680740347668,"gmtModify":1680747944419,"author":{"id":"9000000000000536","authorId":"9000000000000536","name":"mmm41286","avatar":"https://community-static.tradeup.com/news/e429d5b4711b4920346fc72fb7c939f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000536","authorIdStr":"9000000000000536"},"themes":[],"htmlText":"\n \n \n  $SPY Stock Update 4/5 | More Upside Short Term?From Youtube: https://www.youtube.com/watch?v=dHb5J8Nel2M\n \n","listText":"$SPY Stock Update 4/5 | More Upside Short Term?From Youtube: https://www.youtube.com/watch?v=dHb5J8Nel2M","text":"$SPY Stock Update 4/5 | More Upside Short Term?From Youtube: https://www.youtube.com/watch?v=dHb5J8Nel2M","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948512024","isVote":1,"tweetType":2,"object":{"id":"5b066ddf816946efab9d3a1150f30212","tweetId":"9948512024","title":"$SPY Stock Update 4/5 | More Upside Short 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\n \n  CNBC Talked About Palantir Again...From Youtube: https://www.youtube.com/watch?v=bpRHHDCm2W0\n \n","listText":"CNBC Talked About Palantir Again...From Youtube: https://www.youtube.com/watch?v=bpRHHDCm2W0","text":"CNBC Talked About Palantir Again...From Youtube: https://www.youtube.com/watch?v=bpRHHDCm2W0","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946952088","isVote":1,"tweetType":2,"object":{"id":"d8ad7e4bb4914b67bf4d8cf546375f4b","tweetId":"9946952088","title":"CNBC Talked About Palantir Again...","videoUrl":"http://v.tigerbbs.com/1680842695045cb86c1f797aeac6922cafc2cc88b063e.mp4","poster":"https://static.tigerbbs.com/6099a33f4e45b7865ab91b7943d570f5","shareLink":"http://v.tigerbbs.com/1680842695045cb86c1f797aeac6922cafc2cc88b063e.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946621114,"gmtCreate":1680948266738,"gmtModify":1680948270379,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946621114","repostId":"2325547125","repostType":2,"repost":{"id":"2325547125","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":1680937620,"share":"https://ttm.financial/m/news/2325547125?lang=&edition=fundamental","pubTime":"2023-04-08 15:07","market":"hk","language":"en","title":"Baidu Sues Apple, App Developers Over Fake Ernie Bot Apps","url":"https://stock-news.laohu8.com/highlight/detail?id=2325547125","media":"Reuters","summary":"Chinese search engine giant Baidu has filed lawsuits against \"relevant\" app developers and Apple ove","content":"<html><head></head><body><p>Chinese search engine giant Baidu has filed lawsuits against &#34;relevant&#34; app developers and Apple over fake copies of its Ernie bot app available on Apple&#39;s app store.</p><p>The company&#39;s artificial intelligence powered Ernie bot, launched last month, has been touted as China&#39;s closest answer to the US-developed chatbot ChatGPT.</p><p>Baidu said it had lodged lawsuits in Beijing Haidian People&#39;s Court against the developers behind the counterfeit applications of its Ernie bot and the Apple company.</p><p>&#34;At present, Ernie does not have any official app,&#34; Baidu said in a statement late on Friday (Apr 7) posted on its official &#34;Baidu AI&#34; WeChat account.</p><p>It also posted a photograph of its court filing.</p><p>&#34;Until our company&#39;s official announcement, any Ernie app you see from App Store or other stores are fake,&#34; it said.</p><p>Apple did not immediately respond to a request for comment.</p><p>A Reuters search on Saturday found there were still at least four apps bearing the Chinese-language name of the Ernie bot, all fake, in Apple&#39;s App Store.</p><p>The Ernie bot is only available to users who apply for and receive access codes. In its statement, Baidu also warned against people selling access codes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Sues Apple, App Developers Over Fake Ernie Bot Apps</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\">\nBaidu Sues Apple, App Developers Over Fake Ernie Bot Apps\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\">2023-04-08 15:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese search engine giant Baidu has filed lawsuits against &#34;relevant&#34; app developers and Apple over fake copies of its Ernie bot app available on Apple&#39;s app store.</p><p>The company&#39;s artificial intelligence powered Ernie bot, launched last month, has been touted as China&#39;s closest answer to the US-developed chatbot ChatGPT.</p><p>Baidu said it had lodged lawsuits in Beijing Haidian People&#39;s Court against the developers behind the counterfeit applications of its Ernie bot and the Apple company.</p><p>&#34;At present, Ernie does not have any official app,&#34; Baidu said in a statement late on Friday (Apr 7) posted on its official &#34;Baidu AI&#34; WeChat account.</p><p>It also posted a photograph of its court filing.</p><p>&#34;Until our company&#39;s official announcement, any Ernie app you see from App Store or other stores are fake,&#34; it said.</p><p>Apple did not immediately respond to a request for comment.</p><p>A Reuters search on Saturday found there were still at least four apps bearing the Chinese-language name of the Ernie bot, all fake, in Apple&#39;s App Store.</p><p>The Ernie bot is only available to users who apply for and receive access codes. In its statement, Baidu also warned against people selling access codes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325547125","content_text":"Chinese search engine giant Baidu has filed lawsuits against \"relevant\" app developers and Apple over fake copies of its Ernie bot app available on Apple's app store.The company's artificial intelligence powered Ernie bot, launched last month, has been touted as China's closest answer to the US-developed chatbot ChatGPT.Baidu said it had lodged lawsuits in Beijing Haidian People's Court against the developers behind the counterfeit applications of its Ernie bot and the Apple company.\"At present, Ernie does not have any official app,\" Baidu said in a statement late on Friday (Apr 7) posted on its official \"Baidu AI\" WeChat account.It also posted a photograph of its court filing.\"Until our company's official announcement, any Ernie app you see from App Store or other stores are fake,\" it said.Apple did not immediately respond to a request for comment.A Reuters search on Saturday found there were still at least four apps bearing the Chinese-language name of the Ernie bot, all fake, in Apple's App Store.The Ernie bot is only available to users who apply for and receive access codes. In its statement, Baidu also warned against people selling access codes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948432715,"gmtCreate":1680763378737,"gmtModify":1680763382524,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948432715","repostId":"9948436072","repostType":1,"repost":{"id":9948436072,"gmtCreate":1680762731997,"gmtModify":1680788830541,"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734227956830","authorIdStr":"3581734227956830"},"themes":[],"title":"Last year Bad news is good news, now Bad news is… bad news?","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a><v-v data-views=\"0\"></v-v> The Bear Bear is back! On Wednesday, US stocks decline while bonds rally due to weak employment data and weaker services data, causing concerns about a possible recession among investors. Recent gains in US stocks were also halted, with major averages falling due to fears about slowing growth and recession, particularly in the industrial, materials, technology, and banking sectors. Investors turned to Treasury bonds for safety, leading to lower yields, and doubts arose about the Federal Reserve's plans for rate hikes. The latest economic data for the US economy suggests weakness, with the Atlanta GDP Now model estimate for real GDP growth in Q1 2023 down to 1.5% on April 5th from","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Semiconductor Bull 3X Shares(SOXL)$&nbsp;</a><v-v data-views=\"0\"></v-v> The Bear Bear is back! On Wednesday, US stocks decline while bonds rally due to weak employment data and weaker services data, causing concerns about a possible recession among investors. Recent gains in US stocks were also halted, with major averages falling due to fears about slowing growth and recession, particularly in the industrial, materials, technology, and banking sectors. Investors turned to Treasury bonds for safety, leading to lower yields, and doubts arose about the Federal Reserve's plans for rate hikes. The latest economic data for the US economy suggests weakness, with the Atlanta GDP Now model estimate for real GDP growth in Q1 2023 down to 1.5% on April 5th from","text":"$Semiconductor Bull 3X Shares(SOXL)$ The Bear Bear is back! On Wednesday, US stocks decline while bonds rally due to weak employment data and weaker services data, causing concerns about a possible recession among investors. Recent gains in US stocks were also halted, with major averages falling due to fears about slowing growth and recession, particularly in the industrial, materials, technology, and banking sectors. Investors turned to Treasury bonds for safety, leading to lower yields, and doubts arose about the Federal Reserve's plans for rate hikes. The latest economic data for the US economy suggests weakness, with the Atlanta GDP Now model estimate for real GDP growth in Q1 2023 down to 1.5% on April 5th from","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948436072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948528981,"gmtCreate":1680745486444,"gmtModify":1680745489094,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948528981","repostId":"9948275299","repostType":1,"repost":{"id":9948275299,"gmtCreate":1680733853211,"gmtModify":1680744963214,"author":{"id":"4101272829284430","authorId":"4101272829284430","name":"kytphine","avatar":"https://static.tigerbbs.com/a86195df1a2eaba92724a209c195e50d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101272829284430","authorIdStr":"4101272829284430"},"themes":[],"htmlText":"Coinbase Stock Tumbles 6%; Bitcoin Also Lower Wednesday’s move lower may have less to do with the company’s earnings and more to do with a 4% slide in the price of bitcoin. Coinbase Stock Tumbles 6%; Bitcoin Also Lower Wednesday’s move lower may have less to do with the company’s earnings and more to do with a 4% slide in the price of bitcoin. Crypto exchange Coinbase (COIN) topped fourth-quarter earnings estimates Tuesday evening, but shares are sharply lower Wednesday alongside a sizable pullback in crypto. The company reported fourth-quarter revenue of $605 million, up 5% from the previous quarter and beating the consensus estimate of $588 million. The exchange’s Q4 loss of $2.46 per share topped forecasts for a loss of $2.52. The exchange's stock, however, continues to pull back after","listText":"Coinbase Stock Tumbles 6%; Bitcoin Also Lower Wednesday’s move lower may have less to do with the company’s earnings and more to do with a 4% slide in the price of bitcoin. Coinbase Stock Tumbles 6%; Bitcoin Also Lower Wednesday’s move lower may have less to do with the company’s earnings and more to do with a 4% slide in the price of bitcoin. Crypto exchange Coinbase (COIN) topped fourth-quarter earnings estimates Tuesday evening, but shares are sharply lower Wednesday alongside a sizable pullback in crypto. The company reported fourth-quarter revenue of $605 million, up 5% from the previous quarter and beating the consensus estimate of $588 million. The exchange’s Q4 loss of $2.46 per share topped forecasts for a loss of $2.52. The exchange's stock, however, continues to pull back after","text":"Coinbase Stock Tumbles 6%; Bitcoin Also Lower Wednesday’s move lower may have less to do with the company’s earnings and more to do with a 4% slide in the price of bitcoin. Coinbase Stock Tumbles 6%; Bitcoin Also Lower Wednesday’s move lower may have less to do with the company’s earnings and more to do with a 4% slide in the price of bitcoin. Crypto exchange Coinbase (COIN) topped fourth-quarter earnings estimates Tuesday evening, but shares are sharply lower Wednesday alongside a sizable pullback in crypto. The company reported fourth-quarter revenue of $605 million, up 5% from the previous quarter and beating the consensus estimate of $588 million. The exchange’s Q4 loss of $2.46 per share topped forecasts for a loss of $2.52. The exchange's stock, however, continues to pull back after","images":[{"img":"https://community-static.tradeup.com/news/daa7f12c31ed56db1acd76ae4d9c6270","width":"1080","height":"794"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948275299","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948317001,"gmtCreate":1680624595904,"gmtModify":1680624598669,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948317001","repostId":"1107597738","repostType":2,"repost":{"id":"1107597738","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":1680621820,"share":"https://ttm.financial/m/news/1107597738?lang=&edition=fundamental","pubTime":"2023-04-04 23:23","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1107597738","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Piper Sandler reiterates Apple as overweightPiper sa","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said iPhone share remains at near record levels for Apple.</p><p>“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”</p><h2 style=\"text-align: start;\">Citi initiates Sarepta as buy</h2><p>Citi said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.</p><p>“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweight</h2><p>Morgan Stanley upgraded several railroad stocks mainly on valuation.</p><p>“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”</p><h2 style=\"text-align: start;\">KeyBanc upgrades Comcast to overweight from sector weight</h2><p>Key said it sees theme park growth and shareholder capital returns for Comcast.</p><p>“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Endeavor as buy</h2><p>Bank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.</p><p>“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”</p><h2 style=\"text-align: start;\">Loop upgrading Burlington to buy from hold</h2><p>Loop said the discount retailer is a beneficiary of inflation.</p><p>“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”</p><h2 style=\"text-align: start;\">UBS reiterates Apple as buy</h2><p>UBS said its survey checks show a decline in App Store revenue.</p><p>“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”</p><h2 style=\"text-align: start;\">Goldman Sachs reiterates Exxon as buy</h2><p>Goldman said it’s standing by its buy rating on the oil and gas giant.</p><p>“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”</p><h2 style=\"text-align: start;\">Baird upgrades ServiceNow to overweight from neutral</h2><p>Baird said it sees a favorable risk/reward balance for the software stock.</p><p>“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”</p><h2 style=\"text-align: start;\">JPMorgan upgrades Prudential to overweight from neutral</h2><p>JPMorgan said Prudential has a robust balance sheet.</p><p>“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Etsy to overweight from neutral</h2><p>Piper said it sees “continued share gains” for the e-commerce company.</p><p>“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”</p><h2 style=\"text-align: start;\">Morgan Stanley reiterates Walmart and Amazon as overweight</h2><p>Morgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”</p><p>“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”</p><h2 style=\"text-align: start;\">Canaccord reiterates Rivian as buy</h2><p>Canaccord said it’s bullish on the electric vehicle maker continuing to gain market share.</p><p>“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates Chipotle as outperform</h2><p>Oppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.</p><p>“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&amp;P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”</p><h2 style=\"text-align: start;\">Northcoast downgrades Boeing to sell from neutral</h2><p>Northcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.</p><p>“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates First Solar and Sunrun as outperform</h2><p>Oppenheimer said Tuesday that it sees a renewables rally coming.</p><p>“We continue to prefer ENPH, SEDG, RUN<u>,</u> CSIQ, HASI, and FSLR as ways to play renewables growth.”</p><h2 style=\"text-align: start;\">Deutsche Bank reiterates Citizens Financial and PNC as buy</h2><p>Deutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.</p><p>“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Analog Devices as buy</h2><p>Bank of America said Analog Devices has “best-in-class” free-cash flow returns.</p><p>“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More\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\">2023-04-04 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said iPhone share remains at near record levels for Apple.</p><p>“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”</p><h2 style=\"text-align: start;\">Citi initiates Sarepta as buy</h2><p>Citi said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.</p><p>“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweight</h2><p>Morgan Stanley upgraded several railroad stocks mainly on valuation.</p><p>“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”</p><h2 style=\"text-align: start;\">KeyBanc upgrades Comcast to overweight from sector weight</h2><p>Key said it sees theme park growth and shareholder capital returns for Comcast.</p><p>“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Endeavor as buy</h2><p>Bank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.</p><p>“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”</p><h2 style=\"text-align: start;\">Loop upgrading Burlington to buy from hold</h2><p>Loop said the discount retailer is a beneficiary of inflation.</p><p>“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”</p><h2 style=\"text-align: start;\">UBS reiterates Apple as buy</h2><p>UBS said its survey checks show a decline in App Store revenue.</p><p>“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”</p><h2 style=\"text-align: start;\">Goldman Sachs reiterates Exxon as buy</h2><p>Goldman said it’s standing by its buy rating on the oil and gas giant.</p><p>“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”</p><h2 style=\"text-align: start;\">Baird upgrades ServiceNow to overweight from neutral</h2><p>Baird said it sees a favorable risk/reward balance for the software stock.</p><p>“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”</p><h2 style=\"text-align: start;\">JPMorgan upgrades Prudential to overweight from neutral</h2><p>JPMorgan said Prudential has a robust balance sheet.</p><p>“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Etsy to overweight from neutral</h2><p>Piper said it sees “continued share gains” for the e-commerce company.</p><p>“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”</p><h2 style=\"text-align: start;\">Morgan Stanley reiterates Walmart and Amazon as overweight</h2><p>Morgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”</p><p>“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”</p><h2 style=\"text-align: start;\">Canaccord reiterates Rivian as buy</h2><p>Canaccord said it’s bullish on the electric vehicle maker continuing to gain market share.</p><p>“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates Chipotle as outperform</h2><p>Oppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.</p><p>“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&amp;P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”</p><h2 style=\"text-align: start;\">Northcoast downgrades Boeing to sell from neutral</h2><p>Northcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.</p><p>“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates First Solar and Sunrun as outperform</h2><p>Oppenheimer said Tuesday that it sees a renewables rally coming.</p><p>“We continue to prefer ENPH, SEDG, RUN<u>,</u> CSIQ, HASI, and FSLR as ways to play renewables growth.”</p><h2 style=\"text-align: start;\">Deutsche Bank reiterates Citizens Financial and PNC as buy</h2><p>Deutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.</p><p>“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Analog Devices as buy</h2><p>Bank of America said Analog Devices has “best-in-class” free-cash flow returns.</p><p>“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EDR":"奋进集团","ADI":"亚德诺","WMT":"沃尔玛","ETSY":"Etsy, Inc.","BURL":"伯灵顿百货","AAPL":"苹果","PNC":"PNC金融","AMZN":"亚马逊","RUN":"Sunrun Inc.","NOW":"ServiceNow","BA":"波音","NSC":"诺福克南方","CIWV":"Citizens Financial Corp. (WV)","CMCSA":"康卡斯特","PRU":"保德信金融","CMG":"墨式烧烤","XOM":"埃克森美孚","FSLR":"第一太阳能","RIVN":"Rivian Automotive, Inc.","CSX":"CSX运输","SRPT":"Sarepta Therapeutics"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107597738","content_text":"Here are Tuesday’s biggest calls on Wall Street:Piper Sandler reiterates Apple as overweightPiper said iPhone share remains at near record levels for Apple.“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”Citi initiates Sarepta as buyCiti said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweightMorgan Stanley upgraded several railroad stocks mainly on valuation.“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”KeyBanc upgrades Comcast to overweight from sector weightKey said it sees theme park growth and shareholder capital returns for Comcast.“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”Bank of America reiterates Endeavor as buyBank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”Loop upgrading Burlington to buy from holdLoop said the discount retailer is a beneficiary of inflation.“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”UBS reiterates Apple as buyUBS said its survey checks show a decline in App Store revenue.“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”Goldman Sachs reiterates Exxon as buyGoldman said it’s standing by its buy rating on the oil and gas giant.“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”Baird upgrades ServiceNow to overweight from neutralBaird said it sees a favorable risk/reward balance for the software stock.“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”JPMorgan upgrades Prudential to overweight from neutralJPMorgan said Prudential has a robust balance sheet.“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”Piper Sandler upgrades Etsy to overweight from neutralPiper said it sees “continued share gains” for the e-commerce company.“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”Morgan Stanley reiterates Walmart and Amazon as overweightMorgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”Canaccord reiterates Rivian as buyCanaccord said it’s bullish on the electric vehicle maker continuing to gain market share.“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”Oppenheimer reiterates Chipotle as outperformOppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”Northcoast downgrades Boeing to sell from neutralNorthcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”Oppenheimer reiterates First Solar and Sunrun as outperformOppenheimer said Tuesday that it sees a renewables rally coming.“We continue to prefer ENPH, SEDG, RUN, CSIQ, HASI, and FSLR as ways to play renewables growth.”Deutsche Bank reiterates Citizens Financial and PNC as buyDeutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”Bank of America reiterates Analog Devices as buyBank of America said Analog Devices has “best-in-class” free-cash flow returns.“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940131805,"gmtCreate":1677741460508,"gmtModify":1677741463918,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940131805","repostId":"2316649805","repostType":2,"repost":{"id":"2316649805","pubTimestamp":1677736524,"share":"https://ttm.financial/m/news/2316649805?lang=&edition=fundamental","pubTime":"2023-03-02 13:55","market":"us","language":"en","title":"NIO Stock Alert: How the EV Maker Just Disappointed Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2316649805","media":"InvestorPlace","summary":"Nio (NIO) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.Th","content":"<html><head></head><body><ul><li><b>Nio </b>(<b><u>NIO</u></b>) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.</li><li>The shares of two other Chinese EV startups are climbing after they reported recent data.</li><li>Nio may be losing ground in China’s EV race, but the country’s EV sector and its EV startups are generally rebounding.</li></ul><p><img src=\"https://static.tigerbbs.com/86c9a6d2c14d521abdcfba8965c8c229\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Robert Way / Shutterstock.com</p><p><b>Nio</b> (NYSE:<b><u>NIO</u></b>) stock is retreating after the Chinese electric vehicle (EV) maker reported weaker-than-expected fourth-quarter results. The company provided Q1 sales guidance that came in well below Wall Street’s average outlook. Nio, however, noted that its Q4 revenue had surged 62% versus the same period a year earlier. At the time of writing, NIO stock is down about 6% on Wednesday trading and is down about 58% compared to this time last year.</p><p><b>Li Auto </b>(NASDAQ:<b><u>LI</u></b>) advanced 3.8% and <b>XPeng</b> (NASDAQ:<b><u>XPEV</u></b>) slipped 0.67%. Li also reported its Q4 results and provided Q1 delivery guidance, while all three automakers announced their February 2023 delivery numbers.</p><p>The numbers suggest that, although Nio may be losing ground in China’s EV race, the country’s EV sector and its EV startups are generally rebounding as the government loosens its anti-coronavirus measures.</p><h2>Nio’s Q4 Results and Q1 Guidance</h2><p>Nio reported that it lost 44 cents per share, excluding certain items, last quarter, meaningfully worse than analysts’ average estimates of 23 cents per share. On the top line, its sales came in at $2.33 billion, versus the mean estimate of $2.56 billion.</p><p>However, as previously noted, its revenue jumped 62% year-over-year last quarter, while its Q4 deliveries soared 60% year-over-year and rose 27% versus Q3 to 40,052. For the current quarter, on the other hand, it predicts that its sales will come in around $1.6 billion, well below the $2.33 billion of sales that it reported for last quarter and meaningfully lower than analysts’ mean outlook of $2.78 billion.</p><h2>The Data From Li and Xpeng</h2><p>Li reported Q4 earnings per share, excluding certain items, of 13 cents, well above analysts’ average estimate of 6 cents. At the same time, its top line climbed 66% year-over-year to $2.56 billion, coming in slightly above the mean estimate.</p><p>Further, its EV deliveries rose 31.5% YOY last quarter to 46,319. For Q1, Li predicts that its deliveries will soar 64%-73.4% versus the same period a year earlier to 52,000-55,000. It expects to generate $2.53 billion to $2.68 billion of revenue in Q1, versus the mean estimate of $2.5 billion.</p><p>During February, the EV maker’s deliveries soared 97.5% to 16,620.</p><p>For its part, Xpeng reported that its deliveries in February had risen 15% versus January to 6,010. However, its deliveries fell 3.5% year-over-year.</p><p>XPEV noted that its “advanced driver assistant” feature would be available “in a number of [China’s] cities starting this month.</p></body></html>","source":"investorplace","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>NIO Stock Alert: How the EV Maker Just Disappointed Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Alert: How the EV Maker Just Disappointed Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/nio-stock-alert-how-the-ev-maker-just-disappointed-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.The shares of two other Chinese EV startups are climbing after they reported recent data.Nio may be ...</p>\n\n<a href=\"https://investorplace.com/2023/03/nio-stock-alert-how-the-ev-maker-just-disappointed-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK4211":"区域性银行","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓"},"source_url":"https://investorplace.com/2023/03/nio-stock-alert-how-the-ev-maker-just-disappointed-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316649805","content_text":"Nio (NIO) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.The shares of two other Chinese EV startups are climbing after they reported recent data.Nio may be losing ground in China’s EV race, but the country’s EV sector and its EV startups are generally rebounding.Source: Robert Way / Shutterstock.comNio (NYSE:NIO) stock is retreating after the Chinese electric vehicle (EV) maker reported weaker-than-expected fourth-quarter results. The company provided Q1 sales guidance that came in well below Wall Street’s average outlook. Nio, however, noted that its Q4 revenue had surged 62% versus the same period a year earlier. At the time of writing, NIO stock is down about 6% on Wednesday trading and is down about 58% compared to this time last year.Li Auto (NASDAQ:LI) advanced 3.8% and XPeng (NASDAQ:XPEV) slipped 0.67%. Li also reported its Q4 results and provided Q1 delivery guidance, while all three automakers announced their February 2023 delivery numbers.The numbers suggest that, although Nio may be losing ground in China’s EV race, the country’s EV sector and its EV startups are generally rebounding as the government loosens its anti-coronavirus measures.Nio’s Q4 Results and Q1 GuidanceNio reported that it lost 44 cents per share, excluding certain items, last quarter, meaningfully worse than analysts’ average estimates of 23 cents per share. On the top line, its sales came in at $2.33 billion, versus the mean estimate of $2.56 billion.However, as previously noted, its revenue jumped 62% year-over-year last quarter, while its Q4 deliveries soared 60% year-over-year and rose 27% versus Q3 to 40,052. For the current quarter, on the other hand, it predicts that its sales will come in around $1.6 billion, well below the $2.33 billion of sales that it reported for last quarter and meaningfully lower than analysts’ mean outlook of $2.78 billion.The Data From Li and XpengLi reported Q4 earnings per share, excluding certain items, of 13 cents, well above analysts’ average estimate of 6 cents. At the same time, its top line climbed 66% year-over-year to $2.56 billion, coming in slightly above the mean estimate.Further, its EV deliveries rose 31.5% YOY last quarter to 46,319. For Q1, Li predicts that its deliveries will soar 64%-73.4% versus the same period a year earlier to 52,000-55,000. It expects to generate $2.53 billion to $2.68 billion of revenue in Q1, versus the mean estimate of $2.5 billion.During February, the EV maker’s deliveries soared 97.5% to 16,620.For its part, Xpeng reported that its deliveries in February had risen 15% versus January to 6,010. However, its deliveries fell 3.5% year-over-year.XPEV noted that its “advanced driver assistant” feature would be available “in a number of [China’s] cities starting this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940943708,"gmtCreate":1677665850904,"gmtModify":1677665853946,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940943708","repostId":"2316693626","repostType":4,"repost":{"id":"2316693626","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":1677669088,"share":"https://ttm.financial/m/news/2316693626?lang=&edition=fundamental","pubTime":"2023-03-01 19:11","market":"us","language":"en","title":"Tesla Readies Revamp of Model Y Codenamed \"Juniper\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2316693626","media":"Reuters","summary":"(Reuters) - Tesla is readying a production revamp of its top-selling Model Y, according to three peo","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.</p><p>The changes to the Model Y – code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.</p><p>A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in markets like China and the United States for a visible reboot of its best-selling vehicles in the face of increasing options for EV buyers.</p><p>The automaker has not commented on its product strategy or any planned model changes. Tesla did not immediately comment when asked by Reuters about the plans for the Model Y, which was its best seller in California, China and Europe last year.</p><p>Chief Executive Elon Musk has said he will discuss the third part of the EV maker&#39;s &#34;Master Plan&#34; when the company holds an investor day event later on Wednesday.</p><p>Tesla has already been working to retool its Shanghai assembly plant to prepare for a revamped version of its Model 3 sedan, a project codenamed Highland by Tesla, Reuters has reported.</p><p>The Highland version of the Model 3 is expected to go into production in Shanghai in September, according to a person with knowledge of the matter.</p><p>With Highland, Tesla is aiming to cut production costs and boost the appeal of an electric sedan that first went on sale in 2017, people involved in the project have said. There will also be changes to the exterior and powertrain performance with a focus on production efficiency, they said.</p><p>Tesla has separately asked suppliers for quotes for a revamped version of the Project Juniper version of the Model Y for exterior and interior components that would go into production next year, two of the people said.</p><p>The projected start of production is October 2024, according to one of the people.</p><p>It was not immediately clear how sweeping the revamp would be or what specific changes or improvements Tesla was looking to deliver with the new Model Y.</p><p>At the investor day event scheduled to be held at its Gigafactory in Texas on Wednesday, Tesla has said it will share details about its next-generation vehicle platforms, which Musk has said would produce a vehicle about half the cost of Tesla&#39;s current vehicle underpinings.</p><p>Tesla also said it will discuss long-term expansion plans, capital allocation and other subjects.</p><p>The leading EV maker has faced increasing competitive pressure in China, its second largest market behind the United States, even after it cut prices.</p><p>Analysts have said that is in part because it has been seen as lagging competitors in introducing new models, improved navigation or luxe interior touches that car shoppers in the world&#39;s largest EV market are seeking.</p><p>A revamp of the Model Y, first delivered to customers in 2020, would mean production and supply changes for a car now in production in all of Tesla&#39;s major hubs: the United States, China and Germany.</p><p>In contrast to legacy automakers, which have tended to make incremental model-year changes to cars before introducing an all-new version, Tesla has pressed the pace of change in its electric vehicles.</p><p>Tesla has made frequent changes to its electric vehicles through software updates and sometimes through hardware changes to add features, improve performance or reduce production costs, analysts have said.</p><p>In one example, Tesla announced on Wednesday it had made changes in the suspension system on the Model Y made in China since January to make the ride smoother, an update Tesla fans applauded on social media.</p><p>Tesla&#39;s plant near Berlin hit a new production record equivalent to annual output of over 200,000 Model Ys earlier this week, the company said. That was three weeks ahead of an internal production target reviewed by Reuters.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Readies Revamp of Model Y Codenamed \"Juniper\"</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 Readies Revamp of Model Y Codenamed \"Juniper\"\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\">2023-03-01 19:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.</p><p>The changes to the Model Y – code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.</p><p>A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in markets like China and the United States for a visible reboot of its best-selling vehicles in the face of increasing options for EV buyers.</p><p>The automaker has not commented on its product strategy or any planned model changes. Tesla did not immediately comment when asked by Reuters about the plans for the Model Y, which was its best seller in California, China and Europe last year.</p><p>Chief Executive Elon Musk has said he will discuss the third part of the EV maker&#39;s &#34;Master Plan&#34; when the company holds an investor day event later on Wednesday.</p><p>Tesla has already been working to retool its Shanghai assembly plant to prepare for a revamped version of its Model 3 sedan, a project codenamed Highland by Tesla, Reuters has reported.</p><p>The Highland version of the Model 3 is expected to go into production in Shanghai in September, according to a person with knowledge of the matter.</p><p>With Highland, Tesla is aiming to cut production costs and boost the appeal of an electric sedan that first went on sale in 2017, people involved in the project have said. There will also be changes to the exterior and powertrain performance with a focus on production efficiency, they said.</p><p>Tesla has separately asked suppliers for quotes for a revamped version of the Project Juniper version of the Model Y for exterior and interior components that would go into production next year, two of the people said.</p><p>The projected start of production is October 2024, according to one of the people.</p><p>It was not immediately clear how sweeping the revamp would be or what specific changes or improvements Tesla was looking to deliver with the new Model Y.</p><p>At the investor day event scheduled to be held at its Gigafactory in Texas on Wednesday, Tesla has said it will share details about its next-generation vehicle platforms, which Musk has said would produce a vehicle about half the cost of Tesla&#39;s current vehicle underpinings.</p><p>Tesla also said it will discuss long-term expansion plans, capital allocation and other subjects.</p><p>The leading EV maker has faced increasing competitive pressure in China, its second largest market behind the United States, even after it cut prices.</p><p>Analysts have said that is in part because it has been seen as lagging competitors in introducing new models, improved navigation or luxe interior touches that car shoppers in the world&#39;s largest EV market are seeking.</p><p>A revamp of the Model Y, first delivered to customers in 2020, would mean production and supply changes for a car now in production in all of Tesla&#39;s major hubs: the United States, China and Germany.</p><p>In contrast to legacy automakers, which have tended to make incremental model-year changes to cars before introducing an all-new version, Tesla has pressed the pace of change in its electric vehicles.</p><p>Tesla has made frequent changes to its electric vehicles through software updates and sometimes through hardware changes to add features, improve performance or reduce production costs, analysts have said.</p><p>In one example, Tesla announced on Wednesday it had made changes in the suspension system on the Model Y made in China since January to make the ride smoother, an update Tesla fans applauded on social media.</p><p>Tesla&#39;s plant near Berlin hit a new production record equivalent to annual output of over 200,000 Model Ys earlier this week, the company said. That was three weeks ahead of an internal production target reviewed by Reuters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316693626","content_text":"(Reuters) - Tesla is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.The changes to the Model Y – code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in markets like China and the United States for a visible reboot of its best-selling vehicles in the face of increasing options for EV buyers.The automaker has not commented on its product strategy or any planned model changes. Tesla did not immediately comment when asked by Reuters about the plans for the Model Y, which was its best seller in California, China and Europe last year.Chief Executive Elon Musk has said he will discuss the third part of the EV maker's \"Master Plan\" when the company holds an investor day event later on Wednesday.Tesla has already been working to retool its Shanghai assembly plant to prepare for a revamped version of its Model 3 sedan, a project codenamed Highland by Tesla, Reuters has reported.The Highland version of the Model 3 is expected to go into production in Shanghai in September, according to a person with knowledge of the matter.With Highland, Tesla is aiming to cut production costs and boost the appeal of an electric sedan that first went on sale in 2017, people involved in the project have said. There will also be changes to the exterior and powertrain performance with a focus on production efficiency, they said.Tesla has separately asked suppliers for quotes for a revamped version of the Project Juniper version of the Model Y for exterior and interior components that would go into production next year, two of the people said.The projected start of production is October 2024, according to one of the people.It was not immediately clear how sweeping the revamp would be or what specific changes or improvements Tesla was looking to deliver with the new Model Y.At the investor day event scheduled to be held at its Gigafactory in Texas on Wednesday, Tesla has said it will share details about its next-generation vehicle platforms, which Musk has said would produce a vehicle about half the cost of Tesla's current vehicle underpinings.Tesla also said it will discuss long-term expansion plans, capital allocation and other subjects.The leading EV maker has faced increasing competitive pressure in China, its second largest market behind the United States, even after it cut prices.Analysts have said that is in part because it has been seen as lagging competitors in introducing new models, improved navigation or luxe interior touches that car shoppers in the world's largest EV market are seeking.A revamp of the Model Y, first delivered to customers in 2020, would mean production and supply changes for a car now in production in all of Tesla's major hubs: the United States, China and Germany.In contrast to legacy automakers, which have tended to make incremental model-year changes to cars before introducing an all-new version, Tesla has pressed the pace of change in its electric vehicles.Tesla has made frequent changes to its electric vehicles through software updates and sometimes through hardware changes to add features, improve performance or reduce production costs, analysts have said.In one example, Tesla announced on Wednesday it had made changes in the suspension system on the Model Y made in China since January to make the ride smoother, an update Tesla fans applauded on social media.Tesla's plant near Berlin hit a new production record equivalent to annual output of over 200,000 Model Ys earlier this week, the company said. That was three weeks ahead of an internal production target reviewed by Reuters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940943447,"gmtCreate":1677665831990,"gmtModify":1677665835045,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940943447","repostId":"1162077665","repostType":4,"repost":{"id":"1162077665","pubTimestamp":1677669131,"share":"https://ttm.financial/m/news/1162077665?lang=&edition=fundamental","pubTime":"2023-03-01 19:12","market":"us","language":"en","title":"Microsoft: Profitability Powerhouse Set For Long-Term Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1162077665","media":"Seekingalpha","summary":"SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and health","content":"<html><head></head><body><h3>Summary</h3><ul><li>Microsoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.</li><li>Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.</li><li>A bullish AI-driven rally has led to recent increases in share prices.</li><li>Long-term fundamentals suggest the company is set for significant revenue and profit growth.</li></ul><h3>Investment Thesis</h3><p>Their unrivalled levels of product integration, significant scale and the subsequent network effect have allowed the company to expand their operations into a multitude of robust and &#34;moaty&#34; business segments.</p><p>Recent macroeconomic headwinds have resulted in weaker than anticipated FY23 Q2 results. However, the company&#39;s robust fundamental revenue streams remain intact leaving Microsoft in a good position for the future.</p><p>Nonetheless, conflicting valuation indicators suggest a deeper understanding of the company&#39;s operations structure is required to deduce how good of an investment case exists in the current market for value-oriented investors.</p><h3>Company Background<img src=\"https://static.tigerbbs.com/0e73a9cbb0fc9245e2d5ecbc7b2e32b3\" tg-width=\"348\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></h3><p>Microsoft Brand Guidelines</p><p>Microsoft is an American MNC technology corporation headquartered in Redmond,Washington. Known for their operating system Windows, Surface and Xbox line-up of personal electronic devices and their Azure cloud computing service, the company is undoubtably a tech powerhouse in the current market.</p><p>Microsoft is one of the most established technology companies in the world and their level of expertise, scale and market penetration is arguably unrivalled in the sector.</p><p>The company’s primary revenuestreamsarise from their productivity and business services (such as Office and Cloud Storage) as well as from the sale of personal computers, Xbox content and services as well as from the sale of Windows OEM operating system licenses.</p><p>The firm’s recent push into AI</p><p>The immense scale on which Microsoft operates allows the company to exploit significant economies of scale and gives the firm a huge networking effect with their products. Their continued expansion into cloud computing as a service (in particular to rival Amazon (AMZN) and Google’s (GOOG</p><p>While the company continues to innovate and is undeniably popular in Q1/2 of FY23, it is important to conduct a comprehensive fundamental analysis of the company’s value to deduce whether or not an investment opportunity exists at the present time.</p><h3>Economic Moat – In Depth Analysis</h3><p>Microsoft has an incredibly broad economic moat compared to most other technology companies given the immense breadth present in their product portfolio. The primary drivers for their moat are theirProductivityand Business Processes segment, their dominant presence in the PC market and the rapid expansion of their cloud computing service Microsoft Azure.</p><p><img src=\"https://static.tigerbbs.com/f0b2d294fef106edbbe12ea0db61fc1f\" tg-width=\"1280\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft - Office 365</p><p>The company is an absolutemarket leaderwhen it comes to the provision of Business Processes oriented products. Their extensive portfolio of Office applications such as Word, Excel and Teams are the most used business productivity software solutions in the world.</p><p>Furthermore, a competitive pricing ladder attracts bothsmalland large-scale business into the software ecosystem which further drives increased market share and product penetration metrics.</p><p>Microsoft has also made a crucial pivot over the last decade towards offering their Office suite of applications as asubscriptionservice in the form of Office 365, rather than primarily selling lifetime licenses.</p><p>The switch to a subscription model allows Microsoft to guarantee most users continue to pay for the new and improved versions of Office applications. While lifetime licensed copies of Office are still available for around $150, many prefer to purchase the cheapest Office 365 subscription for$6monthly to ensure they avail of all the newest features and integrations within the ecosystem.</p><p>While Office does have multiple free competitors such as Google’s Docs, Sheets and Slides services, the lack of integration from these complimentary alternatives with the rest of the Microsoft ecosystem places them at a clear disadvantage on Windows-oriented solutions.</p><p><img src=\"https://static.tigerbbs.com/7b3a9327a6d015cef6a41b1648957ccd\" tg-width=\"800\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft - 365</p><p>Microsoft’s Office solution and it’s tight integration with other Microsoft products such as Windows and Azure have made it a truly invaluable asset to the company. Furthermore, the firm continues to innovate within the sector with constant improvements (most notably in the promised introduction ofAIinto Office products) suggests the firm is not willing to loosen its grip on the productivity market anytime soon.</p><p>The tight integration Microsoft has achieved between Office applications also ensures consumers and businesses alike face significant tangible and psychological switching costs should they choose to switch to an alternative provider.</p><p>Not only would most customers lose out on many proprietary features, but the almost universal utilization of Office would make it more difficult for users of other productivity services to communicate with the majority of others using Office.</p><p><img src=\"https://static.tigerbbs.com/7070e3d1afe122c7ee19de6b44b9748e\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>Statcounter.com</p><p>Another key driver for Microsoft’s historic growth and their significant economic moat is their dominant presence in thePC market. Microsoft’s PC operating system Windows has been the most widely used OS for well over two decades.</p><p>Windows 11 is the most current iteration of the software which Microsoft has made sure is tightly integrated with their Office suite of applications along with their host of other business oriented software solutions.</p><p>While the company does face competition in the PC OS marketplace, particularly from Apple and their Mac line of computers, the network effect derived from having such a huge userbase makes it almost impossible for a new competitor to enter the space. I believe this provides a huge degree of moatiness to the company.</p><p>The firm’s extensiveserverbusiness combined with their new Intelligent Cloud segment comprised primarily of Microsoft Azure have proven to be crucial in the company&#39;s revenue generation strategies.</p><p><img src=\"https://static.tigerbbs.com/2c1b9d6be7ed58fb17079ac2af8b540d\" tg-width=\"500\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft | Windows Server</p><p>The integral nature ofWindows Serverto most businesses core IT structures has proven to be a key driver of moatiness for the company. Should an organization wish to switch to a different provider, the loss of integration, general switching costs and possibility for significant operational disruptions has only acted to further cement Windows Server’s position as the dominant market player.</p><p>When combined with the once more extensive network effect the company derives from their Windows software adoption and Office utilization, it is no surprise that the Server segment remains such a lucrative and moat generating aspect of their business.</p><p>Furthermore, the willingness of Microsoft to keep their Windows Server solution open to the integration ofAppleMac OS running devices allows the company to further expand the reach of their service.</p><p>This ability for external integration also serves to increase the penetration of their Office and Business applications into devices which otherwise would have required a switch to a different competing software solution.</p><p><img src=\"https://static.tigerbbs.com/3bc6204e8c6ede90c0bf7ed3840f7dd0\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft Azure</p><p>Microsoft’s Intelligent Cloud computing serviceAzureis a direct competitor for Amazon and Google’s IaaS solutions. The platform has become the fastest growing IaaS solution and has provided the company with over70%annual rates of growth.</p><p>While the service at its core is similar to Amazon’s AWS or Google’s Compute products, the high levels of integration with existing Windows Server and Windows running devices increases the attraction for enterprises to adopt Azure thanks to the promised ease of integration the service would provide.</p><p>Microsoft’s Azure provides enterprises with the same benefits as other IaaS products with a primary focus being on allowing businesses to reduce the complexity of their own in-house IT departments. The adoption of an IaaS product for most companies would yield significant cost reductions compared to traditional proprietary solutions.</p><p>Azure has been playing catch-up with AWS for the past decade due to the head start Amazon has in the segment. However, I believe thanks to Azure’s higher levels of integration with most of Microsoft’s other products and services, their IaaS service will prevail in the long run.</p><p>Microsoft also produces a host of consumer-oriented products such as theirXboxline-up of gaming-oriented products and their Surface line of in-house PED hardware. While these segments do provide Microsoft with notable sources of revenue, it is difficult to assign any economic moat to these business segments due to the competitive nature of these markets.</p><p>Nonetheless, these services and devices could play a crucial role in attracting new users to the Microsoft ecosystem of products and services thus acting to further drive revenues in other business segments.</p><p>Overall, it is clear to see the significance of the various business segments Microsoft has built for themselves over the past three decades. Their unrivalled levels of system, software and server integration makes adopting their suite of products easy while switching away becomes prohibitively difficult.</p><p>I believe Microsoft will continue to enjoy a wide economic moat for a significant portion of time moving into the future.</p><h3>Financial Situation<img src=\"https://static.tigerbbs.com/0351ea90842e50f16ff01eee936e98ba\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></h3><p>Seeking Alpha | MSFT | Income Statement</p><p>Microsoft has been a hugely profitable firm for the greater part of the last two decades. Their consistentEBITDAmargins of 47.99% combined with a 5Y average ROIC of 25% gives just a small insight into their undeniably profitable history.</p><p>In FY22, Microsoft generated$198Bin revenue. This represents a huge growth of 18% compared to the previous year with the firm’s total revenues having grown a whopping 106% since FY17.</p><p>These strong historical revenue statistics illustrate the consistent rate at which Microsoft has been increasing their cashflows for the past five years.</p><p><img src=\"https://static.tigerbbs.com/25f9afc8ccec9ca01eb45d0a2cb7c0d0\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\"/></p><p>MSFT Earnings Release FY23 Q2</p><p>FY23 Q2 results showed a2% increasein revenues compared to the same period last year. Unfortunately, operating income GAAP decreased 8% while net income fell down to $16.4B GAAP; a 12% decrease compared to Q2 FY22.</p><p>The primary drag on earnings was the19%decrease down to $14.2B the company saw in it’s personal computing segment with Windows OEM license revenue falling a massive 39%.</p><p>Operating income was particularly hurt by a difficult macroeconomic environment which has significantly increased the COGS for the firm.</p><p>Nonetheless, Microsoft’s Azure Cloud revenue increased 22% (29% with constant currency) compared to the same period last year illustrating the robust nature of the segments business case.</p><p>The companies constant currency financial metrics for Q2 look significantly better with net income only being -4%. However, while this does illustrate that nothing exceptionally significant has happened with Microsoft’s core business segments popularities, the hard truth for investors is that the company has had a rather weak second quarter of 2023.</p><p>Considering the incredibly difficult environment technology companies have had to navigate over the past year, the ability for Microsoft to generate any form of revenue growth into Q2 is impressive.</p><p>On a longer time-frame, the company has managed to generate 10Y average gross margins of around 65% with average net margins for the same period resting at around 30%. Compared to other companies such as fellow tech giants Apple, Microsoft has managed to achieve a net margin over 10% greater than Apple’s.</p><p>This suggests Microsoft has managed to find the balance innovation and the provision of great services with the elimination of excessive COGS to create an almost unrivalled money-making formula.</p><p><img src=\"https://static.tigerbbs.com/442f19d92661e6ab2aac8b49b7dbd643\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha | MSFT | Quant Profitability</p><p>Seeking Alpha’s Quant assigns Microsoft with an “A+” Profitability rating which I am absolutely in agreement with. Their strong profitability metrics are fundamental proof that the company has a robust business model and therefore could be an attractive pick for investors.</p><p>Microsoft’sbalance sheetlooks to be in healthy shape too. Their total current assets for FY22 are $170B while current liabilities for the same period amount to just $82B. This leaves the firm with a fantastic debt/equity ratio of just 0.33.</p><p>Their quick ratio (current assets minus inventory divided by current liabilities) is 1.66.</p><p>These fiscal stability metrics illustrate the healthy nature of Microsoft’s business from a balance sheet perspective. The company has strategically managed their debt situation.</p><p>While cashflows used in financing increased $10.4B in FY22, this was primarily due to a $5.3B increase in the repayments of debt. Overall, the company saw unlevered FCF increase a healthy $7.2B between FY21 and FY22.</p><p><img src=\"https://static.tigerbbs.com/44fd5f79642d14a63d6c05dcda24759f\" tg-width=\"640\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/></p><p>MSFT 10K FY22</p><p>Microsoft’s total long-term debt amounts to just$55.5B. This is welcomed news for investors and illustrates the conservative style the firm&#39;s management has applied in their financial planning. Furthermore, only $2.8B of this debt will be maturing in 2023.</p><p>Overall, it is safe to say that from a long-term perspective, Microsoft has an incredibly solid financial platform to build upon. Their strategic debt management, incredible FCF, and net margins illustrate that the company has managed to create a fantastic profit-generating business model.</p><h3>Valuation<img src=\"https://static.tigerbbs.com/43026843a9b736dbee67bb2085c4a04f\" tg-width=\"640\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></h3><p>Seeking Alpha | MSFT | Valuation Metric</p><p>Seeking Alpha’s Quant has assigned Microsoft with anFValuation rating. I am largely inclined to disagree with this assessment as it suggests the firm’s shares are materially overvalued, which I do not fully believe to be the case.</p><p>The firm is currently trading at aP/E GAAPratio of 27.80 and a P/CF ratio of 20.80. Their FWD Price/Book ratio is just 9.09 and the companies EV/Sales FWD is 8.81. While these valuation metrics do not suggest that a significant undervaluation is present, it would be difficult to argue a significant overvaluation either.</p><p><img src=\"https://static.tigerbbs.com/3a3b69406cdac3135e0ca9c1fbee9947\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha | MSFT | Summary Graph</p><p>From an absolute perspective, Microsoft’s shares have decreased on a one-year basis by around 16%. Over the past five years, the company has returned investors a healthy166%.</p><p>While the past five years leading up to 2021 have been stellar for the company, it is important to remember the slow start the firm had after the2008financial crisis.</p><p>However, even if a downturn in the economy is experienced in 2023, I believe Microsoft’s business relies on a significantly more robust strategy for revenue generation.</p><p>The strength and moatiness of their current main profit drivers suggest the firm is much better equipped to endure even the most difficult of macroeconomic conditions.</p><p>By accomplishing a simple financial valuation based on the calculation below and utilizing anEPSof $9.65, a conservative r value of 0.08 (8%) and the firm’s current P/E FWD GAAP of 27.80, we get an IV for Microsoft of $289.73.</p><p>Even with this ultra conservative CAGR value for r, Microsoft would appear to be intrinsically undervalued by about 13% (given a current share price $250). Furthermore, when considering the absolute profit generating abilities of the company combined with their powerful market dominance, the expectations for future value generation are high.</p><p><img src=\"https://static.tigerbbs.com/faf4f4a4cc0f2894987beaaa93f55057\" tg-width=\"509\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>The Value Corner</p><p>In the short term (3-10 months) it is difficult to say exactly what the stock will do. I believe the stock may begin to exhibit some bearish tendencies moving towards the third quarter of FY23. Given the recent bearrallyand AI hype, a drop in valuations in the short-term could absolutely be a possibility.</p><p>Thereafter, much depends on the prevailing macroeconomic conditions and the ability of the US and global economies to achieve a soft landing on inflation to ensure the technology sector avoids a significant gulley.</p><p>In the long term (4-10 years) I fully expect their position as a leader in the industry to become even stronger. Their strong product portfolio combined with the undoubtable network effect places little doubt in my mind over the expected great returns the company should be able to provide to shareholders.</p><p>Therefore, it is absolutely possible to argue that the current share price leaves value oriented investors with some room to become involved with the stock. While a deep intrinsic value proposition is currently not present, the slight undervaluation combined with an expectedly bright future places Microsoft’s shares in a potentially attractive position.</p><h3>Risks Facing Microsoft</h3><p>The primary risk facing Microsoft is the emergence of more innovative and left-field competition which could drastically impact the tech giant’s key revenue streams.</p><p>The company must continue to focus on innovation in the Business and Consumer segments while ensuring profit and operating margins remain intact. Simultaneously, the company must ensure that any new products are suitable for the markets they are intended to serve. Loyalty to key areas such as Windows Server and Azure must not be compromised by the companies continued push into the no-moat consumer hardware market.</p><p>Azure also faces some risks from competing products AWS and Google Compute. These competitor product offerings have very similar characteristics to Microsoft’s IaaS thus making them direct competitors. However, I believe Microsoft’s ability to integrate Azure with the rest of their product and service range creates a tangible competitive advantage for the firm.</p><p>Potentially, a complete move away from IaaS to an alternative or new form of cloud technology could leave Microsoft’s Azure dead in the water. However, such a development would take years to accomplish by a competitor meaning Microsoft would have plenty of time to adapt or launch a competitor.</p><p>The firm also harbors some risk from their investment into AI. While the public sentiment has been fantastic withChatGPT, the firm is yet to face any real competition from chief AI rivals Google.</p><p>Nonetheless, it is important for investors to assess how quickly Microsoft may be able to begin creating real returns on their AI projects. As the technology is still in it’sinfancy– albeit maturing quickly – the time frame required to reach profitability is incredibly difficult to judge.</p><p>The risk for Microsoft is that it’s AI department becomes much like Alexa did forAmazon: a critical drain on resources and profits.</p><p>From an ESG perspective, Microsoft is relatively well protected. They have pledged to be carbon negative by2030. While the company has faced some issues over employee harassment and claims of a toxic company culture.</p><p>Microsoft also faces the risk of a possible cyber-security breach as the firm holds huge amounts of sensitive customer, enterprise, and mission critical information on their servers.</p><h3>Summary</h3><p>Microsoft has had an impressive last five years from an investor standpoint. Their robust, broad business model, excellent operational efficiency and iconic brand reputation have allowed the company to become a true profit generation powerhouse.</p><p>In my opinion, current share prices represent a small undervaluation in the company form an intrinsic value perspective. The promise of strong future cashflows and a truly diverse set of revenue streams suggests significant returns could be on the horizon for Microsoft.</p><p>As a short-term investment, I believe there is some volatility in-store for the stock as tricky macroeconomic conditions continue to dominate the marketplace. However, in the long-term I believe their undeniable position as a market leader places Microsoft firmly in position to generate great shareholder value.</p><p>I therefore believe Microsoft warrants a Buy rating, even after the recent AI boosted rally. However, while I believe the company is a great buy even at its current prices ($250), I will personally wait to see what the second half of 2023 brings along with it with particular regards to the possibility of a recession.</p><p>Ideally for me, an undervaluation of 25% (share prices around $225) would provide a satisfactory margin of safety to begin building a position from a pure value perspective, ignoring all speculative growth estimates.</p></body></html>","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>Microsoft: Profitability Powerhouse Set For Long-Term Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Profitability Powerhouse Set For Long-Term Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.A...</p>\n\n<a href=\"https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162077665","content_text":"SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.A bullish AI-driven rally has led to recent increases in share prices.Long-term fundamentals suggest the company is set for significant revenue and profit growth.Investment ThesisTheir unrivalled levels of product integration, significant scale and the subsequent network effect have allowed the company to expand their operations into a multitude of robust and \"moaty\" business segments.Recent macroeconomic headwinds have resulted in weaker than anticipated FY23 Q2 results. However, the company's robust fundamental revenue streams remain intact leaving Microsoft in a good position for the future.Nonetheless, conflicting valuation indicators suggest a deeper understanding of the company's operations structure is required to deduce how good of an investment case exists in the current market for value-oriented investors.Company BackgroundMicrosoft Brand GuidelinesMicrosoft is an American MNC technology corporation headquartered in Redmond,Washington. Known for their operating system Windows, Surface and Xbox line-up of personal electronic devices and their Azure cloud computing service, the company is undoubtably a tech powerhouse in the current market.Microsoft is one of the most established technology companies in the world and their level of expertise, scale and market penetration is arguably unrivalled in the sector.The company’s primary revenuestreamsarise from their productivity and business services (such as Office and Cloud Storage) as well as from the sale of personal computers, Xbox content and services as well as from the sale of Windows OEM operating system licenses.The firm’s recent push into AIThe immense scale on which Microsoft operates allows the company to exploit significant economies of scale and gives the firm a huge networking effect with their products. Their continued expansion into cloud computing as a service (in particular to rival Amazon (AMZN) and Google’s (GOOGWhile the company continues to innovate and is undeniably popular in Q1/2 of FY23, it is important to conduct a comprehensive fundamental analysis of the company’s value to deduce whether or not an investment opportunity exists at the present time.Economic Moat – In Depth AnalysisMicrosoft has an incredibly broad economic moat compared to most other technology companies given the immense breadth present in their product portfolio. The primary drivers for their moat are theirProductivityand Business Processes segment, their dominant presence in the PC market and the rapid expansion of their cloud computing service Microsoft Azure.Microsoft - Office 365The company is an absolutemarket leaderwhen it comes to the provision of Business Processes oriented products. Their extensive portfolio of Office applications such as Word, Excel and Teams are the most used business productivity software solutions in the world.Furthermore, a competitive pricing ladder attracts bothsmalland large-scale business into the software ecosystem which further drives increased market share and product penetration metrics.Microsoft has also made a crucial pivot over the last decade towards offering their Office suite of applications as asubscriptionservice in the form of Office 365, rather than primarily selling lifetime licenses.The switch to a subscription model allows Microsoft to guarantee most users continue to pay for the new and improved versions of Office applications. While lifetime licensed copies of Office are still available for around $150, many prefer to purchase the cheapest Office 365 subscription for$6monthly to ensure they avail of all the newest features and integrations within the ecosystem.While Office does have multiple free competitors such as Google’s Docs, Sheets and Slides services, the lack of integration from these complimentary alternatives with the rest of the Microsoft ecosystem places them at a clear disadvantage on Windows-oriented solutions.Microsoft - 365Microsoft’s Office solution and it’s tight integration with other Microsoft products such as Windows and Azure have made it a truly invaluable asset to the company. Furthermore, the firm continues to innovate within the sector with constant improvements (most notably in the promised introduction ofAIinto Office products) suggests the firm is not willing to loosen its grip on the productivity market anytime soon.The tight integration Microsoft has achieved between Office applications also ensures consumers and businesses alike face significant tangible and psychological switching costs should they choose to switch to an alternative provider.Not only would most customers lose out on many proprietary features, but the almost universal utilization of Office would make it more difficult for users of other productivity services to communicate with the majority of others using Office.Statcounter.comAnother key driver for Microsoft’s historic growth and their significant economic moat is their dominant presence in thePC market. Microsoft’s PC operating system Windows has been the most widely used OS for well over two decades.Windows 11 is the most current iteration of the software which Microsoft has made sure is tightly integrated with their Office suite of applications along with their host of other business oriented software solutions.While the company does face competition in the PC OS marketplace, particularly from Apple and their Mac line of computers, the network effect derived from having such a huge userbase makes it almost impossible for a new competitor to enter the space. I believe this provides a huge degree of moatiness to the company.The firm’s extensiveserverbusiness combined with their new Intelligent Cloud segment comprised primarily of Microsoft Azure have proven to be crucial in the company's revenue generation strategies.Microsoft | Windows ServerThe integral nature ofWindows Serverto most businesses core IT structures has proven to be a key driver of moatiness for the company. Should an organization wish to switch to a different provider, the loss of integration, general switching costs and possibility for significant operational disruptions has only acted to further cement Windows Server’s position as the dominant market player.When combined with the once more extensive network effect the company derives from their Windows software adoption and Office utilization, it is no surprise that the Server segment remains such a lucrative and moat generating aspect of their business.Furthermore, the willingness of Microsoft to keep their Windows Server solution open to the integration ofAppleMac OS running devices allows the company to further expand the reach of their service.This ability for external integration also serves to increase the penetration of their Office and Business applications into devices which otherwise would have required a switch to a different competing software solution.Microsoft AzureMicrosoft’s Intelligent Cloud computing serviceAzureis a direct competitor for Amazon and Google’s IaaS solutions. The platform has become the fastest growing IaaS solution and has provided the company with over70%annual rates of growth.While the service at its core is similar to Amazon’s AWS or Google’s Compute products, the high levels of integration with existing Windows Server and Windows running devices increases the attraction for enterprises to adopt Azure thanks to the promised ease of integration the service would provide.Microsoft’s Azure provides enterprises with the same benefits as other IaaS products with a primary focus being on allowing businesses to reduce the complexity of their own in-house IT departments. The adoption of an IaaS product for most companies would yield significant cost reductions compared to traditional proprietary solutions.Azure has been playing catch-up with AWS for the past decade due to the head start Amazon has in the segment. However, I believe thanks to Azure’s higher levels of integration with most of Microsoft’s other products and services, their IaaS service will prevail in the long run.Microsoft also produces a host of consumer-oriented products such as theirXboxline-up of gaming-oriented products and their Surface line of in-house PED hardware. While these segments do provide Microsoft with notable sources of revenue, it is difficult to assign any economic moat to these business segments due to the competitive nature of these markets.Nonetheless, these services and devices could play a crucial role in attracting new users to the Microsoft ecosystem of products and services thus acting to further drive revenues in other business segments.Overall, it is clear to see the significance of the various business segments Microsoft has built for themselves over the past three decades. Their unrivalled levels of system, software and server integration makes adopting their suite of products easy while switching away becomes prohibitively difficult.I believe Microsoft will continue to enjoy a wide economic moat for a significant portion of time moving into the future.Financial SituationSeeking Alpha | MSFT | Income StatementMicrosoft has been a hugely profitable firm for the greater part of the last two decades. Their consistentEBITDAmargins of 47.99% combined with a 5Y average ROIC of 25% gives just a small insight into their undeniably profitable history.In FY22, Microsoft generated$198Bin revenue. This represents a huge growth of 18% compared to the previous year with the firm’s total revenues having grown a whopping 106% since FY17.These strong historical revenue statistics illustrate the consistent rate at which Microsoft has been increasing their cashflows for the past five years.MSFT Earnings Release FY23 Q2FY23 Q2 results showed a2% increasein revenues compared to the same period last year. Unfortunately, operating income GAAP decreased 8% while net income fell down to $16.4B GAAP; a 12% decrease compared to Q2 FY22.The primary drag on earnings was the19%decrease down to $14.2B the company saw in it’s personal computing segment with Windows OEM license revenue falling a massive 39%.Operating income was particularly hurt by a difficult macroeconomic environment which has significantly increased the COGS for the firm.Nonetheless, Microsoft’s Azure Cloud revenue increased 22% (29% with constant currency) compared to the same period last year illustrating the robust nature of the segments business case.The companies constant currency financial metrics for Q2 look significantly better with net income only being -4%. However, while this does illustrate that nothing exceptionally significant has happened with Microsoft’s core business segments popularities, the hard truth for investors is that the company has had a rather weak second quarter of 2023.Considering the incredibly difficult environment technology companies have had to navigate over the past year, the ability for Microsoft to generate any form of revenue growth into Q2 is impressive.On a longer time-frame, the company has managed to generate 10Y average gross margins of around 65% with average net margins for the same period resting at around 30%. Compared to other companies such as fellow tech giants Apple, Microsoft has managed to achieve a net margin over 10% greater than Apple’s.This suggests Microsoft has managed to find the balance innovation and the provision of great services with the elimination of excessive COGS to create an almost unrivalled money-making formula.Seeking Alpha | MSFT | Quant ProfitabilitySeeking Alpha’s Quant assigns Microsoft with an “A+” Profitability rating which I am absolutely in agreement with. Their strong profitability metrics are fundamental proof that the company has a robust business model and therefore could be an attractive pick for investors.Microsoft’sbalance sheetlooks to be in healthy shape too. Their total current assets for FY22 are $170B while current liabilities for the same period amount to just $82B. This leaves the firm with a fantastic debt/equity ratio of just 0.33.Their quick ratio (current assets minus inventory divided by current liabilities) is 1.66.These fiscal stability metrics illustrate the healthy nature of Microsoft’s business from a balance sheet perspective. The company has strategically managed their debt situation.While cashflows used in financing increased $10.4B in FY22, this was primarily due to a $5.3B increase in the repayments of debt. Overall, the company saw unlevered FCF increase a healthy $7.2B between FY21 and FY22.MSFT 10K FY22Microsoft’s total long-term debt amounts to just$55.5B. This is welcomed news for investors and illustrates the conservative style the firm's management has applied in their financial planning. Furthermore, only $2.8B of this debt will be maturing in 2023.Overall, it is safe to say that from a long-term perspective, Microsoft has an incredibly solid financial platform to build upon. Their strategic debt management, incredible FCF, and net margins illustrate that the company has managed to create a fantastic profit-generating business model.ValuationSeeking Alpha | MSFT | Valuation MetricSeeking Alpha’s Quant has assigned Microsoft with anFValuation rating. I am largely inclined to disagree with this assessment as it suggests the firm’s shares are materially overvalued, which I do not fully believe to be the case.The firm is currently trading at aP/E GAAPratio of 27.80 and a P/CF ratio of 20.80. Their FWD Price/Book ratio is just 9.09 and the companies EV/Sales FWD is 8.81. While these valuation metrics do not suggest that a significant undervaluation is present, it would be difficult to argue a significant overvaluation either.Seeking Alpha | MSFT | Summary GraphFrom an absolute perspective, Microsoft’s shares have decreased on a one-year basis by around 16%. Over the past five years, the company has returned investors a healthy166%.While the past five years leading up to 2021 have been stellar for the company, it is important to remember the slow start the firm had after the2008financial crisis.However, even if a downturn in the economy is experienced in 2023, I believe Microsoft’s business relies on a significantly more robust strategy for revenue generation.The strength and moatiness of their current main profit drivers suggest the firm is much better equipped to endure even the most difficult of macroeconomic conditions.By accomplishing a simple financial valuation based on the calculation below and utilizing anEPSof $9.65, a conservative r value of 0.08 (8%) and the firm’s current P/E FWD GAAP of 27.80, we get an IV for Microsoft of $289.73.Even with this ultra conservative CAGR value for r, Microsoft would appear to be intrinsically undervalued by about 13% (given a current share price $250). Furthermore, when considering the absolute profit generating abilities of the company combined with their powerful market dominance, the expectations for future value generation are high.The Value CornerIn the short term (3-10 months) it is difficult to say exactly what the stock will do. I believe the stock may begin to exhibit some bearish tendencies moving towards the third quarter of FY23. Given the recent bearrallyand AI hype, a drop in valuations in the short-term could absolutely be a possibility.Thereafter, much depends on the prevailing macroeconomic conditions and the ability of the US and global economies to achieve a soft landing on inflation to ensure the technology sector avoids a significant gulley.In the long term (4-10 years) I fully expect their position as a leader in the industry to become even stronger. Their strong product portfolio combined with the undoubtable network effect places little doubt in my mind over the expected great returns the company should be able to provide to shareholders.Therefore, it is absolutely possible to argue that the current share price leaves value oriented investors with some room to become involved with the stock. While a deep intrinsic value proposition is currently not present, the slight undervaluation combined with an expectedly bright future places Microsoft’s shares in a potentially attractive position.Risks Facing MicrosoftThe primary risk facing Microsoft is the emergence of more innovative and left-field competition which could drastically impact the tech giant’s key revenue streams.The company must continue to focus on innovation in the Business and Consumer segments while ensuring profit and operating margins remain intact. Simultaneously, the company must ensure that any new products are suitable for the markets they are intended to serve. Loyalty to key areas such as Windows Server and Azure must not be compromised by the companies continued push into the no-moat consumer hardware market.Azure also faces some risks from competing products AWS and Google Compute. These competitor product offerings have very similar characteristics to Microsoft’s IaaS thus making them direct competitors. However, I believe Microsoft’s ability to integrate Azure with the rest of their product and service range creates a tangible competitive advantage for the firm.Potentially, a complete move away from IaaS to an alternative or new form of cloud technology could leave Microsoft’s Azure dead in the water. However, such a development would take years to accomplish by a competitor meaning Microsoft would have plenty of time to adapt or launch a competitor.The firm also harbors some risk from their investment into AI. While the public sentiment has been fantastic withChatGPT, the firm is yet to face any real competition from chief AI rivals Google.Nonetheless, it is important for investors to assess how quickly Microsoft may be able to begin creating real returns on their AI projects. As the technology is still in it’sinfancy– albeit maturing quickly – the time frame required to reach profitability is incredibly difficult to judge.The risk for Microsoft is that it’s AI department becomes much like Alexa did forAmazon: a critical drain on resources and profits.From an ESG perspective, Microsoft is relatively well protected. They have pledged to be carbon negative by2030. While the company has faced some issues over employee harassment and claims of a toxic company culture.Microsoft also faces the risk of a possible cyber-security breach as the firm holds huge amounts of sensitive customer, enterprise, and mission critical information on their servers.SummaryMicrosoft has had an impressive last five years from an investor standpoint. Their robust, broad business model, excellent operational efficiency and iconic brand reputation have allowed the company to become a true profit generation powerhouse.In my opinion, current share prices represent a small undervaluation in the company form an intrinsic value perspective. The promise of strong future cashflows and a truly diverse set of revenue streams suggests significant returns could be on the horizon for Microsoft.As a short-term investment, I believe there is some volatility in-store for the stock as tricky macroeconomic conditions continue to dominate the marketplace. However, in the long-term I believe their undeniable position as a market leader places Microsoft firmly in position to generate great shareholder value.I therefore believe Microsoft warrants a Buy rating, even after the recent AI boosted rally. However, while I believe the company is a great buy even at its current prices ($250), I will personally wait to see what the second half of 2023 brings along with it with particular regards to the possibility of a recession.Ideally for me, an undervaluation of 25% (share prices around $225) would provide a satisfactory margin of safety to begin building a position from a pure value perspective, ignoring all speculative growth estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956275185,"gmtCreate":1674037373348,"gmtModify":1676538918887,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956275185","repostId":"1148061982","repostType":2,"repost":{"id":"1148061982","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":1674272043,"share":"https://ttm.financial/m/news/1148061982?lang=&edition=fundamental","pubTime":"2023-01-21 11:34","market":"us","language":"en","title":"Reminder: Market Holidays During Chinese Lunar New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1148061982","media":"Tiger Newspress","summary":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the","content":"<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Market Holidays During Chinese Lunar New Year</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\">\nReminder: Market Holidays During Chinese Lunar New Year\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\">2023-01-21 11:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","000001.SH":"上证指数","HSI":"恒生指数","STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148061982","content_text":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The China A-shares market will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.The Hong Kong market will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.The Singapore market will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.BackgroundChinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year's Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969586018,"gmtCreate":1668474588234,"gmtModify":1676538061909,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969586018","repostId":"1117743358","repostType":4,"repost":{"id":"1117743358","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1668473777,"share":"https://ttm.financial/m/news/1117743358?lang=&edition=fundamental","pubTime":"2022-11-15 08:56","market":"us","language":"en","title":"AMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1117743358","media":"Dow Jones","summary":"Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the c","content":"<html><head></head><body><p>Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the chip maker’s ability to gain market share.</p><p>Baird analyst Tristan Gerra upgraded AMD shares (ticker: AMD) to Outperform from Neutral and raised his 12-month price target on the stock to $100 from $65. Gerra cited confidence in the company’s new line of central processing units (CPUs), named “Genoa,” and the ability of those CPUs to help AMD gain market share in a competitive space.</p><p>“Genoa’s very significant performance step up should translate into an acceleration in market share gains for AMD in 2023 in our view, along with significantly higher pricing and a higher gross margin profile,” Gerra wrote in a research note. Adding that the move should reinforce “AMD’s EPYC performance leadership for years to come before Intel (INTC) could catch up, even assuming on-time execution for Intel 3.”</p><p>Gerra is not the only one to recognize AMD is gaining market share as Intel struggles amid tough competition. J.P. Morgan analyst Harlan Sur wrote in a research note last week that “after several years of server CPU share loss to AMD and continued product execution missteps, we believe it will be several years before Intel is able to reverse the tide to reclaim technology leadership in hopes of regaining market share.”</p><p>While these analysts are confident in AMD’s ability to gain market share, there remain issues affecting the industry to which the company is not immune. Weak demand for personal computers (PCs) has been a consistent overhang for computer and chip companies including AMD, Intel and Microsoft (MSFT). Despite this, UBS analyst Timothy Arcuri upgraded shares of AMD to Buy from Neutral and raised his price target to $95 from $75.</p><p>“The PC segment has been early in digesting inventory and been dragging down growth, but overall CPU shipments are annualizing to about [230 million] units in [the fourth quarter]—far below even the most bearish market forecasts for PCs in 2023 and suggesting some replenishment moving through 2023,” Arcuri wrote in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-11-15 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the chip maker’s ability to gain market share.</p><p>Baird analyst Tristan Gerra upgraded AMD shares (ticker: AMD) to Outperform from Neutral and raised his 12-month price target on the stock to $100 from $65. Gerra cited confidence in the company’s new line of central processing units (CPUs), named “Genoa,” and the ability of those CPUs to help AMD gain market share in a competitive space.</p><p>“Genoa’s very significant performance step up should translate into an acceleration in market share gains for AMD in 2023 in our view, along with significantly higher pricing and a higher gross margin profile,” Gerra wrote in a research note. Adding that the move should reinforce “AMD’s EPYC performance leadership for years to come before Intel (INTC) could catch up, even assuming on-time execution for Intel 3.”</p><p>Gerra is not the only one to recognize AMD is gaining market share as Intel struggles amid tough competition. J.P. Morgan analyst Harlan Sur wrote in a research note last week that “after several years of server CPU share loss to AMD and continued product execution missteps, we believe it will be several years before Intel is able to reverse the tide to reclaim technology leadership in hopes of regaining market share.”</p><p>While these analysts are confident in AMD’s ability to gain market share, there remain issues affecting the industry to which the company is not immune. Weak demand for personal computers (PCs) has been a consistent overhang for computer and chip companies including AMD, Intel and Microsoft (MSFT). Despite this, UBS analyst Timothy Arcuri upgraded shares of AMD to Buy from Neutral and raised his price target to $95 from $75.</p><p>“The PC segment has been early in digesting inventory and been dragging down growth, but overall CPU shipments are annualizing to about [230 million] units in [the fourth quarter]—far below even the most bearish market forecasts for PCs in 2023 and suggesting some replenishment moving through 2023,” Arcuri wrote in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117743358","content_text":"Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the chip maker’s ability to gain market share.Baird analyst Tristan Gerra upgraded AMD shares (ticker: AMD) to Outperform from Neutral and raised his 12-month price target on the stock to $100 from $65. Gerra cited confidence in the company’s new line of central processing units (CPUs), named “Genoa,” and the ability of those CPUs to help AMD gain market share in a competitive space.“Genoa’s very significant performance step up should translate into an acceleration in market share gains for AMD in 2023 in our view, along with significantly higher pricing and a higher gross margin profile,” Gerra wrote in a research note. Adding that the move should reinforce “AMD’s EPYC performance leadership for years to come before Intel (INTC) could catch up, even assuming on-time execution for Intel 3.”Gerra is not the only one to recognize AMD is gaining market share as Intel struggles amid tough competition. J.P. Morgan analyst Harlan Sur wrote in a research note last week that “after several years of server CPU share loss to AMD and continued product execution missteps, we believe it will be several years before Intel is able to reverse the tide to reclaim technology leadership in hopes of regaining market share.”While these analysts are confident in AMD’s ability to gain market share, there remain issues affecting the industry to which the company is not immune. Weak demand for personal computers (PCs) has been a consistent overhang for computer and chip companies including AMD, Intel and Microsoft (MSFT). Despite this, UBS analyst Timothy Arcuri upgraded shares of AMD to Buy from Neutral and raised his price target to $95 from $75.“The PC segment has been early in digesting inventory and been dragging down growth, but overall CPU shipments are annualizing to about [230 million] units in [the fourth quarter]—far below even the most bearish market forecasts for PCs in 2023 and suggesting some replenishment moving through 2023,” Arcuri wrote in a research note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":226725335277576,"gmtCreate":1696432421937,"gmtModify":1696432426545,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward&nbsp;","listText":"Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward&nbsp;","text":"Market always go against the majority perception. If most people think that October will be bear, then it will increase the volatility and go upward","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/226725335277576","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311775764779032,"gmtCreate":1717142974467,"gmtModify":1717146296031,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/LULU 20240607 320.0 CALL\">$LULU 20240607 320.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/LULU 20240607 320.0 CALL\">$LULU 20240607 320.0 CALL$ </a>&nbsp;","text":"$LULU 20240607 320.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/867e57b8e5da8fbaaa9895d9f8736fba","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/311775764779032","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956275185,"gmtCreate":1674037373348,"gmtModify":1676538918887,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956275185","repostId":"1148061982","repostType":2,"repost":{"id":"1148061982","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":1674272043,"share":"https://ttm.financial/m/news/1148061982?lang=&edition=fundamental","pubTime":"2023-01-21 11:34","market":"us","language":"en","title":"Reminder: Market Holidays During Chinese Lunar New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1148061982","media":"Tiger Newspress","summary":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the","content":"<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: Market Holidays During Chinese Lunar New Year</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\">\nReminder: Market Holidays During Chinese Lunar New Year\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\">2023-01-21 11:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>The China A-shares market</b> will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Hong Kong market</b> will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.</p><p><b>The Singapore market</b> will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.</p><h3>Background</h3><p>Chinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.</p><p>The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year&#39;s Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.</p><p>It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","000001.SH":"上证指数","HSI":"恒生指数","STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148061982","content_text":"Chinese Lunar New Year is around the corner. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.The China A-shares market will be closed from Monday, 23 January 2023 to Friday, 27 January 2023 local time for Chinese Lunar New Year.The Hong Kong market will be closed from Monday, 23 January 2023 to Wednesday, 25 January 2023 local time for Chinese Lunar New Year.The Singapore market will be closed from Monday, 23 January 2023 to Tuesday, 24 January 2023 local time for Chinese Lunar New Year.BackgroundChinese New Year is the festival that celebrates the beginning of a new year on the traditional lunisolar Chinese calendar. In Chinese, the festival is commonly referred to as the Spring Festival as the spring season in the lunisolar calendar traditionally starts with lichun, the first of the twenty-four solar terms which the festival celebrates around the time of the Chinese New Year. Marking the end of winter and the beginning of the spring season, observances traditionally take place from New Year’s Eve.The Chinese New Year is associated with several myths and customs. The festival was traditionally a time to honor deities as well as ancestors. Within China, regional customs and traditions concerning the celebration of the New Year vary widely, and the evening preceding the New Year's Day is frequently regarded as an occasion for Chinese families to gather for the annual reunion dinner.It is also a tradition for every family to thoroughly clean their house, in order to sweep away any ill fortune and to make way for incoming good luck. Another custom is the decoration of windows and doors with red paper-cuts and couplets. Other activities include lighting firecrackers and giving money in red paper envelopes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934726471,"gmtCreate":1663304473194,"gmtModify":1676537248933,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Wait for it to be oversold again&nbsp;","listText":"Wait for it to be oversold again&nbsp;","text":"Wait for it to be oversold again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9934726471","repostId":"1166890805","repostType":4,"repost":{"id":"1166890805","pubTimestamp":1663286370,"share":"https://ttm.financial/m/news/1166890805?lang=&edition=fundamental","pubTime":"2022-09-16 07:59","market":"us","language":"en","title":"JPMorgan Bullish on Stocks, Sees Soft Landing for Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=1166890805","media":"The Street","summary":"While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan i","content":"<html><head></head><body><p>While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.</p><p>Hawkish comments about interest rates by central banks around the world have some investors scared that economies and financial markets are headed for a downturn.</p><p>But JPMorgan strategists, led by Marko Kolanovic, aren’t so pessimistic.</p><p>“We maintain that economic data and investor positioning are more important factors for risky asset performance than central bank rhetoric,” they wrote in a commentary.</p><p>“And the data appear to be increasingly supportive of a soft landing (rather than global recession), given moderating inflation and wage pressures, rebounding growth indicators, and stabilizing consumer confidence.”</p><p>U.S. consumer prices rose 8.3% in the 12 months through August, decelerating from the 8.5% increase for the 12 months through July.</p><p>And the U.S. government reported Sept. 15 that retail sales climbed 0.3% in August from July.</p><h3>Tailwinds for Stocks</h3><p>“Our expectation that the global economy will stay out of recession, along with increasing fiscal stimulus (e.g., in China, and energy support in Europe) and still very low investor positioning and sentiment, should continue to provide tailwinds for risky assets,” the strategists said.</p><p>That will override the “more hawkish central bank rhetoric recently,” they said. As a result, “we maintain a pro-risk stance in our model portfolio this month.”</p><p>Recent geopolitical developments, such as deteriorating prospects of an Iran nuclear deal and of G-7 progress toward Russian oil price caps, “should be bullish for energy,” the strategists said.</p><p>“But prices have yet to respond.” U.S. oil prices have dropped 28% in the past three months.</p><p>“We advocate buying the dip in energy and keep our aggressive overweight rating in commodities and commodity-sensitive assets, given our super-cycle thesis, and as a hedge for inflation and geopolitical risks,” the strategists said.</p><p>They also remain overweight stocks in general. Among equity areas they like are cyclicals, small caps and emerging markets, including China. They aren’t interested in expensive defensive stocks.</p><h3>Dalio’s Take: Less Enthusiastic</h3><p>Meanwhile, Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund manager, isn’t as enthusiastic as the JPMorgan strategists</p><p>Looking at inflation, “my guesstimate is that it will be around 4.5% to 5% long-term, barring shocks (e.g., worsening economic wars in Europe and Asia, or more droughts and floods),” Dalio wrote in a commentary on LinkedIn.</p><p>Dalio forecasts a range between 4.5% and 6% percent for long- and short-term nominal bond yields in coming years. Given the federal government’s hefty debt load, he thinks yields must rise to the higher end of that range.</p><p>The yield increase implies “a significant fall in private credit that will curtail spending,” Dalio said. “This will bring private-sector credit growth down, which will bring private-sector spending and, hence, the economy down with it.”</p><p>The rate rise will produce a 20% drop in stock prices, Dalio predicted. That too will depress the economy, he said.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Bullish on Stocks, Sees Soft Landing for Economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Bullish on Stocks, Sees Soft Landing for Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.Hawkish comments about interest rates by central banks around the world have some ...</p>\n\n<a href=\"https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy\">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"},"source_url":"https://www.thestreet.com/investing/jp-morgan-bullish-stocks-economy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166890805","content_text":"While central bank warnings of steep interest rate increases have spooked some investors, JPMorgan is sanguine.Hawkish comments about interest rates by central banks around the world have some investors scared that economies and financial markets are headed for a downturn.But JPMorgan strategists, led by Marko Kolanovic, aren’t so pessimistic.“We maintain that economic data and investor positioning are more important factors for risky asset performance than central bank rhetoric,” they wrote in a commentary.“And the data appear to be increasingly supportive of a soft landing (rather than global recession), given moderating inflation and wage pressures, rebounding growth indicators, and stabilizing consumer confidence.”U.S. consumer prices rose 8.3% in the 12 months through August, decelerating from the 8.5% increase for the 12 months through July.And the U.S. government reported Sept. 15 that retail sales climbed 0.3% in August from July.Tailwinds for Stocks“Our expectation that the global economy will stay out of recession, along with increasing fiscal stimulus (e.g., in China, and energy support in Europe) and still very low investor positioning and sentiment, should continue to provide tailwinds for risky assets,” the strategists said.That will override the “more hawkish central bank rhetoric recently,” they said. As a result, “we maintain a pro-risk stance in our model portfolio this month.”Recent geopolitical developments, such as deteriorating prospects of an Iran nuclear deal and of G-7 progress toward Russian oil price caps, “should be bullish for energy,” the strategists said.“But prices have yet to respond.” U.S. oil prices have dropped 28% in the past three months.“We advocate buying the dip in energy and keep our aggressive overweight rating in commodities and commodity-sensitive assets, given our super-cycle thesis, and as a hedge for inflation and geopolitical risks,” the strategists said.They also remain overweight stocks in general. Among equity areas they like are cyclicals, small caps and emerging markets, including China. They aren’t interested in expensive defensive stocks.Dalio’s Take: Less EnthusiasticMeanwhile, Ray Dalio, founder of Bridgewater Associates, the world’s biggest hedge fund manager, isn’t as enthusiastic as the JPMorgan strategistsLooking at inflation, “my guesstimate is that it will be around 4.5% to 5% long-term, barring shocks (e.g., worsening economic wars in Europe and Asia, or more droughts and floods),” Dalio wrote in a commentary on LinkedIn.Dalio forecasts a range between 4.5% and 6% percent for long- and short-term nominal bond yields in coming years. Given the federal government’s hefty debt load, he thinks yields must rise to the higher end of that range.The yield increase implies “a significant fall in private credit that will curtail spending,” Dalio said. “This will bring private-sector credit growth down, which will bring private-sector spending and, hence, the economy down with it.”The rate rise will produce a 20% drop in stock prices, Dalio predicted. That too will depress the economy, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948317001,"gmtCreate":1680624595904,"gmtModify":1680624598669,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948317001","repostId":"1107597738","repostType":2,"repost":{"id":"1107597738","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":1680621820,"share":"https://ttm.financial/m/news/1107597738?lang=&edition=fundamental","pubTime":"2023-04-04 23:23","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1107597738","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Piper Sandler reiterates Apple as overweightPiper sa","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said iPhone share remains at near record levels for Apple.</p><p>“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”</p><h2 style=\"text-align: start;\">Citi initiates Sarepta as buy</h2><p>Citi said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.</p><p>“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweight</h2><p>Morgan Stanley upgraded several railroad stocks mainly on valuation.</p><p>“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”</p><h2 style=\"text-align: start;\">KeyBanc upgrades Comcast to overweight from sector weight</h2><p>Key said it sees theme park growth and shareholder capital returns for Comcast.</p><p>“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Endeavor as buy</h2><p>Bank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.</p><p>“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”</p><h2 style=\"text-align: start;\">Loop upgrading Burlington to buy from hold</h2><p>Loop said the discount retailer is a beneficiary of inflation.</p><p>“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”</p><h2 style=\"text-align: start;\">UBS reiterates Apple as buy</h2><p>UBS said its survey checks show a decline in App Store revenue.</p><p>“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”</p><h2 style=\"text-align: start;\">Goldman Sachs reiterates Exxon as buy</h2><p>Goldman said it’s standing by its buy rating on the oil and gas giant.</p><p>“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”</p><h2 style=\"text-align: start;\">Baird upgrades ServiceNow to overweight from neutral</h2><p>Baird said it sees a favorable risk/reward balance for the software stock.</p><p>“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”</p><h2 style=\"text-align: start;\">JPMorgan upgrades Prudential to overweight from neutral</h2><p>JPMorgan said Prudential has a robust balance sheet.</p><p>“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Etsy to overweight from neutral</h2><p>Piper said it sees “continued share gains” for the e-commerce company.</p><p>“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”</p><h2 style=\"text-align: start;\">Morgan Stanley reiterates Walmart and Amazon as overweight</h2><p>Morgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”</p><p>“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”</p><h2 style=\"text-align: start;\">Canaccord reiterates Rivian as buy</h2><p>Canaccord said it’s bullish on the electric vehicle maker continuing to gain market share.</p><p>“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates Chipotle as outperform</h2><p>Oppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.</p><p>“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&amp;P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”</p><h2 style=\"text-align: start;\">Northcoast downgrades Boeing to sell from neutral</h2><p>Northcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.</p><p>“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates First Solar and Sunrun as outperform</h2><p>Oppenheimer said Tuesday that it sees a renewables rally coming.</p><p>“We continue to prefer ENPH, SEDG, RUN<u>,</u> CSIQ, HASI, and FSLR as ways to play renewables growth.”</p><h2 style=\"text-align: start;\">Deutsche Bank reiterates Citizens Financial and PNC as buy</h2><p>Deutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.</p><p>“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Analog Devices as buy</h2><p>Bank of America said Analog Devices has “best-in-class” free-cash flow returns.</p><p>“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Exxon Mobil, Rivian, Boeing and More\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\">2023-04-04 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Piper Sandler reiterates Apple as overweight</h2><p>Piper said iPhone share remains at near record levels for Apple.</p><p>“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”</p><h2 style=\"text-align: start;\">Citi initiates Sarepta as buy</h2><p>Citi said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.</p><p>“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”</p><h2 style=\"text-align: start;\">Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweight</h2><p>Morgan Stanley upgraded several railroad stocks mainly on valuation.</p><p>“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”</p><h2 style=\"text-align: start;\">KeyBanc upgrades Comcast to overweight from sector weight</h2><p>Key said it sees theme park growth and shareholder capital returns for Comcast.</p><p>“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Endeavor as buy</h2><p>Bank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.</p><p>“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”</p><h2 style=\"text-align: start;\">Loop upgrading Burlington to buy from hold</h2><p>Loop said the discount retailer is a beneficiary of inflation.</p><p>“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”</p><h2 style=\"text-align: start;\">UBS reiterates Apple as buy</h2><p>UBS said its survey checks show a decline in App Store revenue.</p><p>“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”</p><h2 style=\"text-align: start;\">Goldman Sachs reiterates Exxon as buy</h2><p>Goldman said it’s standing by its buy rating on the oil and gas giant.</p><p>“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”</p><h2 style=\"text-align: start;\">Baird upgrades ServiceNow to overweight from neutral</h2><p>Baird said it sees a favorable risk/reward balance for the software stock.</p><p>“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”</p><h2 style=\"text-align: start;\">JPMorgan upgrades Prudential to overweight from neutral</h2><p>JPMorgan said Prudential has a robust balance sheet.</p><p>“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”</p><h2 style=\"text-align: start;\">Piper Sandler upgrades Etsy to overweight from neutral</h2><p>Piper said it sees “continued share gains” for the e-commerce company.</p><p>“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”</p><h2 style=\"text-align: start;\">Morgan Stanley reiterates Walmart and Amazon as overweight</h2><p>Morgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”</p><p>“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”</p><h2 style=\"text-align: start;\">Canaccord reiterates Rivian as buy</h2><p>Canaccord said it’s bullish on the electric vehicle maker continuing to gain market share.</p><p>“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates Chipotle as outperform</h2><p>Oppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.</p><p>“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&amp;P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”</p><h2 style=\"text-align: start;\">Northcoast downgrades Boeing to sell from neutral</h2><p>Northcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.</p><p>“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”</p><h2 style=\"text-align: start;\">Oppenheimer reiterates First Solar and Sunrun as outperform</h2><p>Oppenheimer said Tuesday that it sees a renewables rally coming.</p><p>“We continue to prefer ENPH, SEDG, RUN<u>,</u> CSIQ, HASI, and FSLR as ways to play renewables growth.”</p><h2 style=\"text-align: start;\">Deutsche Bank reiterates Citizens Financial and PNC as buy</h2><p>Deutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.</p><p>“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”</p><h2 style=\"text-align: start;\">Bank of America reiterates Analog Devices as buy</h2><p>Bank of America said Analog Devices has “best-in-class” free-cash flow returns.</p><p>“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EDR":"奋进集团","ADI":"亚德诺","WMT":"沃尔玛","ETSY":"Etsy, Inc.","BURL":"伯灵顿百货","AAPL":"苹果","PNC":"PNC金融","AMZN":"亚马逊","RUN":"Sunrun Inc.","NOW":"ServiceNow","BA":"波音","NSC":"诺福克南方","CIWV":"Citizens Financial Corp. (WV)","CMCSA":"康卡斯特","PRU":"保德信金融","CMG":"墨式烧烤","XOM":"埃克森美孚","FSLR":"第一太阳能","RIVN":"Rivian Automotive, Inc.","CSX":"CSX运输","SRPT":"Sarepta Therapeutics"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107597738","content_text":"Here are Tuesday’s biggest calls on Wall Street:Piper Sandler reiterates Apple as overweightPiper said iPhone share remains at near record levels for Apple.“Both the 87% iPhone ownership and 88% intention to purchase an iPhone metrics are near record highs for our survey.”Citi initiates Sarepta as buyCiti said it’s bullish on the biotech company’s gene therapy drug getting Food and Drug Administration approval.“SRP-9001, SRPT’s gene therapy for DMD, is set to be reviewed by an FDA Advisory Committee (AdCom) in the next few weeks, with an FDA decision expected by May 29th.”Morgan Stanley upgrades Norfolk Southern and CSX to equal weight from underweightMorgan Stanley upgraded several railroad stocks mainly on valuation.“However, as relatively high-beta names amongst the Rails and given material underperformance YTD, we believe CSX and NSC could also see the strongest outperformance in any mean reversion trade later in the year.”KeyBanc upgrades Comcast to overweight from sector weightKey said it sees theme park growth and shareholder capital returns for Comcast.“Lastly, CMCSA theme park investment in EPIC Universe with completion in 2025 should continue to support strong Theme Park growth, while capital intensity should move lower in 2024 and further in 2025, supporting FCF growth, and allowing CMCSA to return capital to shareholders.”Bank of America reiterates Endeavor as buyBank of America said it’s bullish on Endeavor’s plan to merge WWE and UFC.“On 4/3, EDR and WWE announced plans to merge UFC (Ultimate Fighting Championship) with WWE. As a result of the deal, UFC and WWE will form a new publicly traded company that is expected to list on the NYSE by the end of 2023.”Loop upgrading Burlington to buy from holdLoop said the discount retailer is a beneficiary of inflation.“BURL’s value proposition for its lower-income consumers is obviously improved, and the company’s new signage is calling out opening price points across categories.”UBS reiterates Apple as buyUBS said its survey checks show a decline in App Store revenue.“Our analysis of Apple’s App store suggests Mar-23 qtr revenue was down ~1.5% YoY with the US up ~3.1% while rest of world (ROW) was down 3.5%”Goldman Sachs reiterates Exxon as buyGoldman said it’s standing by its buy rating on the oil and gas giant.“We maintain our constructive XOM view as we look at the balance of the year, where we highlight the company’s differentiated Upstream project queue (Guyana) and solid Downstream projects, including start-ups in Reﬁning/Chemicals.”Baird upgrades ServiceNow to overweight from neutralBaird said it sees a favorable risk/reward balance for the software stock.“We are upgrading NOW to Outperform due to end-market resiliency, durable growth trends, reasonable valuation.”JPMorgan upgrades Prudential to overweight from neutralJPMorgan said Prudential has a robust balance sheet.“Also, we are upgrading PRU to Overweight due to the company’s superior business mix, healthy balance sheet, negative sentiment, and the stock’s significant underperformance.”Piper Sandler upgrades Etsy to overweight from neutralPiper said it sees “continued share gains” for the e-commerce company.“We upgrade Etsy to Overweight as we believe that ETSY’s active buyer growth can reaccelerate over the medium-term, powering continued share gains.”Morgan Stanley reiterates Walmart and Amazon as overweightMorgan Stanley said that Walmart and Amazon are well positioned to “take advantage of retailers’ proprietary customer data to power their ad campaigns.”“We see a $130bn opportunity in retail media advertising by ’25, as retailers leverage their customer data to power online ads.”Canaccord reiterates Rivian as buyCanaccord said it’s bullish on the electric vehicle maker continuing to gain market share.“We believe Rivian is on its way to capturing its fair share of the EV market via a thoughtful vertically integrated strategy. We see the R1S as the family (electric) SUV of choice and likely to see accelerating growth as more vehicles hit the streets.”Oppenheimer reiterates Chipotle as outperformOppenheimer said it sees an attractive risk/reward for the Mexican chain restaurant.“CMG has been a top restaurant outperformer in 2023, with shares up +24% year-to date vs S&P’s +7%. Despite improving sentiment, we remain attracted to CMG’s risk/ reward following our updated analysis into 1Q23 earnings (4/25).”Northcoast downgrades Boeing to sell from neutralNorthcoast said in its downgrade of Boeing that it’s concerned about alterations to the company’s aircraft production schedule.“We are downgrading BA to a SELL rating ahead of the expected changes to commercial aircraft production schedules and resetting of consensus forecasts.”Oppenheimer reiterates First Solar and Sunrun as outperformOppenheimer said Tuesday that it sees a renewables rally coming.“We continue to prefer ENPH, SEDG, RUN, CSIQ, HASI, and FSLR as ways to play renewables growth.”Deutsche Bank reiterates Citizens Financial and PNC as buyDeutsche said it’s cautious on bank stocks overall, but that it likes Citizens and PNC as top picks.“Our broader view of bank stocks remains cautious/defensive with a bias towards banks that have strong credit quality track records and are in a position to gain share in the current banking turmoil and in an economic downturn.”Bank of America reiterates Analog Devices as buyBank of America said Analog Devices has “best-in-class” free-cash flow returns.“We view valuation as compelling at 21x/19x CY23/24E EV/FCF, about 2x turns below SPX industrial peers that are generating only a third (11-12%) of ADI’s 34% FCF margins.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940943447,"gmtCreate":1677665831990,"gmtModify":1677665835045,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940943447","repostId":"1162077665","repostType":4,"repost":{"id":"1162077665","pubTimestamp":1677669131,"share":"https://ttm.financial/m/news/1162077665?lang=&edition=fundamental","pubTime":"2023-03-01 19:12","market":"us","language":"en","title":"Microsoft: Profitability Powerhouse Set For Long-Term Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1162077665","media":"Seekingalpha","summary":"SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and health","content":"<html><head></head><body><h3>Summary</h3><ul><li>Microsoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.</li><li>Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.</li><li>A bullish AI-driven rally has led to recent increases in share prices.</li><li>Long-term fundamentals suggest the company is set for significant revenue and profit growth.</li></ul><h3>Investment Thesis</h3><p>Their unrivalled levels of product integration, significant scale and the subsequent network effect have allowed the company to expand their operations into a multitude of robust and &#34;moaty&#34; business segments.</p><p>Recent macroeconomic headwinds have resulted in weaker than anticipated FY23 Q2 results. However, the company&#39;s robust fundamental revenue streams remain intact leaving Microsoft in a good position for the future.</p><p>Nonetheless, conflicting valuation indicators suggest a deeper understanding of the company&#39;s operations structure is required to deduce how good of an investment case exists in the current market for value-oriented investors.</p><h3>Company Background<img src=\"https://static.tigerbbs.com/0e73a9cbb0fc9245e2d5ecbc7b2e32b3\" tg-width=\"348\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></h3><p>Microsoft Brand Guidelines</p><p>Microsoft is an American MNC technology corporation headquartered in Redmond,Washington. Known for their operating system Windows, Surface and Xbox line-up of personal electronic devices and their Azure cloud computing service, the company is undoubtably a tech powerhouse in the current market.</p><p>Microsoft is one of the most established technology companies in the world and their level of expertise, scale and market penetration is arguably unrivalled in the sector.</p><p>The company’s primary revenuestreamsarise from their productivity and business services (such as Office and Cloud Storage) as well as from the sale of personal computers, Xbox content and services as well as from the sale of Windows OEM operating system licenses.</p><p>The firm’s recent push into AI</p><p>The immense scale on which Microsoft operates allows the company to exploit significant economies of scale and gives the firm a huge networking effect with their products. Their continued expansion into cloud computing as a service (in particular to rival Amazon (AMZN) and Google’s (GOOG</p><p>While the company continues to innovate and is undeniably popular in Q1/2 of FY23, it is important to conduct a comprehensive fundamental analysis of the company’s value to deduce whether or not an investment opportunity exists at the present time.</p><h3>Economic Moat – In Depth Analysis</h3><p>Microsoft has an incredibly broad economic moat compared to most other technology companies given the immense breadth present in their product portfolio. The primary drivers for their moat are theirProductivityand Business Processes segment, their dominant presence in the PC market and the rapid expansion of their cloud computing service Microsoft Azure.</p><p><img src=\"https://static.tigerbbs.com/f0b2d294fef106edbbe12ea0db61fc1f\" tg-width=\"1280\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft - Office 365</p><p>The company is an absolutemarket leaderwhen it comes to the provision of Business Processes oriented products. Their extensive portfolio of Office applications such as Word, Excel and Teams are the most used business productivity software solutions in the world.</p><p>Furthermore, a competitive pricing ladder attracts bothsmalland large-scale business into the software ecosystem which further drives increased market share and product penetration metrics.</p><p>Microsoft has also made a crucial pivot over the last decade towards offering their Office suite of applications as asubscriptionservice in the form of Office 365, rather than primarily selling lifetime licenses.</p><p>The switch to a subscription model allows Microsoft to guarantee most users continue to pay for the new and improved versions of Office applications. While lifetime licensed copies of Office are still available for around $150, many prefer to purchase the cheapest Office 365 subscription for$6monthly to ensure they avail of all the newest features and integrations within the ecosystem.</p><p>While Office does have multiple free competitors such as Google’s Docs, Sheets and Slides services, the lack of integration from these complimentary alternatives with the rest of the Microsoft ecosystem places them at a clear disadvantage on Windows-oriented solutions.</p><p><img src=\"https://static.tigerbbs.com/7b3a9327a6d015cef6a41b1648957ccd\" tg-width=\"800\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft - 365</p><p>Microsoft’s Office solution and it’s tight integration with other Microsoft products such as Windows and Azure have made it a truly invaluable asset to the company. Furthermore, the firm continues to innovate within the sector with constant improvements (most notably in the promised introduction ofAIinto Office products) suggests the firm is not willing to loosen its grip on the productivity market anytime soon.</p><p>The tight integration Microsoft has achieved between Office applications also ensures consumers and businesses alike face significant tangible and psychological switching costs should they choose to switch to an alternative provider.</p><p>Not only would most customers lose out on many proprietary features, but the almost universal utilization of Office would make it more difficult for users of other productivity services to communicate with the majority of others using Office.</p><p><img src=\"https://static.tigerbbs.com/7070e3d1afe122c7ee19de6b44b9748e\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/></p><p>Statcounter.com</p><p>Another key driver for Microsoft’s historic growth and their significant economic moat is their dominant presence in thePC market. Microsoft’s PC operating system Windows has been the most widely used OS for well over two decades.</p><p>Windows 11 is the most current iteration of the software which Microsoft has made sure is tightly integrated with their Office suite of applications along with their host of other business oriented software solutions.</p><p>While the company does face competition in the PC OS marketplace, particularly from Apple and their Mac line of computers, the network effect derived from having such a huge userbase makes it almost impossible for a new competitor to enter the space. I believe this provides a huge degree of moatiness to the company.</p><p>The firm’s extensiveserverbusiness combined with their new Intelligent Cloud segment comprised primarily of Microsoft Azure have proven to be crucial in the company&#39;s revenue generation strategies.</p><p><img src=\"https://static.tigerbbs.com/2c1b9d6be7ed58fb17079ac2af8b540d\" tg-width=\"500\" tg-height=\"280\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft | Windows Server</p><p>The integral nature ofWindows Serverto most businesses core IT structures has proven to be a key driver of moatiness for the company. Should an organization wish to switch to a different provider, the loss of integration, general switching costs and possibility for significant operational disruptions has only acted to further cement Windows Server’s position as the dominant market player.</p><p>When combined with the once more extensive network effect the company derives from their Windows software adoption and Office utilization, it is no surprise that the Server segment remains such a lucrative and moat generating aspect of their business.</p><p>Furthermore, the willingness of Microsoft to keep their Windows Server solution open to the integration ofAppleMac OS running devices allows the company to further expand the reach of their service.</p><p>This ability for external integration also serves to increase the penetration of their Office and Business applications into devices which otherwise would have required a switch to a different competing software solution.</p><p><img src=\"https://static.tigerbbs.com/3bc6204e8c6ede90c0bf7ed3840f7dd0\" tg-width=\"1280\" tg-height=\"853\" referrerpolicy=\"no-referrer\"/></p><p>Microsoft Azure</p><p>Microsoft’s Intelligent Cloud computing serviceAzureis a direct competitor for Amazon and Google’s IaaS solutions. The platform has become the fastest growing IaaS solution and has provided the company with over70%annual rates of growth.</p><p>While the service at its core is similar to Amazon’s AWS or Google’s Compute products, the high levels of integration with existing Windows Server and Windows running devices increases the attraction for enterprises to adopt Azure thanks to the promised ease of integration the service would provide.</p><p>Microsoft’s Azure provides enterprises with the same benefits as other IaaS products with a primary focus being on allowing businesses to reduce the complexity of their own in-house IT departments. The adoption of an IaaS product for most companies would yield significant cost reductions compared to traditional proprietary solutions.</p><p>Azure has been playing catch-up with AWS for the past decade due to the head start Amazon has in the segment. However, I believe thanks to Azure’s higher levels of integration with most of Microsoft’s other products and services, their IaaS service will prevail in the long run.</p><p>Microsoft also produces a host of consumer-oriented products such as theirXboxline-up of gaming-oriented products and their Surface line of in-house PED hardware. While these segments do provide Microsoft with notable sources of revenue, it is difficult to assign any economic moat to these business segments due to the competitive nature of these markets.</p><p>Nonetheless, these services and devices could play a crucial role in attracting new users to the Microsoft ecosystem of products and services thus acting to further drive revenues in other business segments.</p><p>Overall, it is clear to see the significance of the various business segments Microsoft has built for themselves over the past three decades. Their unrivalled levels of system, software and server integration makes adopting their suite of products easy while switching away becomes prohibitively difficult.</p><p>I believe Microsoft will continue to enjoy a wide economic moat for a significant portion of time moving into the future.</p><h3>Financial Situation<img src=\"https://static.tigerbbs.com/0351ea90842e50f16ff01eee936e98ba\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></h3><p>Seeking Alpha | MSFT | Income Statement</p><p>Microsoft has been a hugely profitable firm for the greater part of the last two decades. Their consistentEBITDAmargins of 47.99% combined with a 5Y average ROIC of 25% gives just a small insight into their undeniably profitable history.</p><p>In FY22, Microsoft generated$198Bin revenue. This represents a huge growth of 18% compared to the previous year with the firm’s total revenues having grown a whopping 106% since FY17.</p><p>These strong historical revenue statistics illustrate the consistent rate at which Microsoft has been increasing their cashflows for the past five years.</p><p><img src=\"https://static.tigerbbs.com/25f9afc8ccec9ca01eb45d0a2cb7c0d0\" tg-width=\"640\" tg-height=\"94\" referrerpolicy=\"no-referrer\"/></p><p>MSFT Earnings Release FY23 Q2</p><p>FY23 Q2 results showed a2% increasein revenues compared to the same period last year. Unfortunately, operating income GAAP decreased 8% while net income fell down to $16.4B GAAP; a 12% decrease compared to Q2 FY22.</p><p>The primary drag on earnings was the19%decrease down to $14.2B the company saw in it’s personal computing segment with Windows OEM license revenue falling a massive 39%.</p><p>Operating income was particularly hurt by a difficult macroeconomic environment which has significantly increased the COGS for the firm.</p><p>Nonetheless, Microsoft’s Azure Cloud revenue increased 22% (29% with constant currency) compared to the same period last year illustrating the robust nature of the segments business case.</p><p>The companies constant currency financial metrics for Q2 look significantly better with net income only being -4%. However, while this does illustrate that nothing exceptionally significant has happened with Microsoft’s core business segments popularities, the hard truth for investors is that the company has had a rather weak second quarter of 2023.</p><p>Considering the incredibly difficult environment technology companies have had to navigate over the past year, the ability for Microsoft to generate any form of revenue growth into Q2 is impressive.</p><p>On a longer time-frame, the company has managed to generate 10Y average gross margins of around 65% with average net margins for the same period resting at around 30%. Compared to other companies such as fellow tech giants Apple, Microsoft has managed to achieve a net margin over 10% greater than Apple’s.</p><p>This suggests Microsoft has managed to find the balance innovation and the provision of great services with the elimination of excessive COGS to create an almost unrivalled money-making formula.</p><p><img src=\"https://static.tigerbbs.com/442f19d92661e6ab2aac8b49b7dbd643\" tg-width=\"640\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha | MSFT | Quant Profitability</p><p>Seeking Alpha’s Quant assigns Microsoft with an “A+” Profitability rating which I am absolutely in agreement with. Their strong profitability metrics are fundamental proof that the company has a robust business model and therefore could be an attractive pick for investors.</p><p>Microsoft’sbalance sheetlooks to be in healthy shape too. Their total current assets for FY22 are $170B while current liabilities for the same period amount to just $82B. This leaves the firm with a fantastic debt/equity ratio of just 0.33.</p><p>Their quick ratio (current assets minus inventory divided by current liabilities) is 1.66.</p><p>These fiscal stability metrics illustrate the healthy nature of Microsoft’s business from a balance sheet perspective. The company has strategically managed their debt situation.</p><p>While cashflows used in financing increased $10.4B in FY22, this was primarily due to a $5.3B increase in the repayments of debt. Overall, the company saw unlevered FCF increase a healthy $7.2B between FY21 and FY22.</p><p><img src=\"https://static.tigerbbs.com/44fd5f79642d14a63d6c05dcda24759f\" tg-width=\"640\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/></p><p>MSFT 10K FY22</p><p>Microsoft’s total long-term debt amounts to just$55.5B. This is welcomed news for investors and illustrates the conservative style the firm&#39;s management has applied in their financial planning. Furthermore, only $2.8B of this debt will be maturing in 2023.</p><p>Overall, it is safe to say that from a long-term perspective, Microsoft has an incredibly solid financial platform to build upon. Their strategic debt management, incredible FCF, and net margins illustrate that the company has managed to create a fantastic profit-generating business model.</p><h3>Valuation<img src=\"https://static.tigerbbs.com/43026843a9b736dbee67bb2085c4a04f\" tg-width=\"640\" tg-height=\"589\" referrerpolicy=\"no-referrer\"/></h3><p>Seeking Alpha | MSFT | Valuation Metric</p><p>Seeking Alpha’s Quant has assigned Microsoft with anFValuation rating. I am largely inclined to disagree with this assessment as it suggests the firm’s shares are materially overvalued, which I do not fully believe to be the case.</p><p>The firm is currently trading at aP/E GAAPratio of 27.80 and a P/CF ratio of 20.80. Their FWD Price/Book ratio is just 9.09 and the companies EV/Sales FWD is 8.81. While these valuation metrics do not suggest that a significant undervaluation is present, it would be difficult to argue a significant overvaluation either.</p><p><img src=\"https://static.tigerbbs.com/3a3b69406cdac3135e0ca9c1fbee9947\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha | MSFT | Summary Graph</p><p>From an absolute perspective, Microsoft’s shares have decreased on a one-year basis by around 16%. Over the past five years, the company has returned investors a healthy166%.</p><p>While the past five years leading up to 2021 have been stellar for the company, it is important to remember the slow start the firm had after the2008financial crisis.</p><p>However, even if a downturn in the economy is experienced in 2023, I believe Microsoft’s business relies on a significantly more robust strategy for revenue generation.</p><p>The strength and moatiness of their current main profit drivers suggest the firm is much better equipped to endure even the most difficult of macroeconomic conditions.</p><p>By accomplishing a simple financial valuation based on the calculation below and utilizing anEPSof $9.65, a conservative r value of 0.08 (8%) and the firm’s current P/E FWD GAAP of 27.80, we get an IV for Microsoft of $289.73.</p><p>Even with this ultra conservative CAGR value for r, Microsoft would appear to be intrinsically undervalued by about 13% (given a current share price $250). Furthermore, when considering the absolute profit generating abilities of the company combined with their powerful market dominance, the expectations for future value generation are high.</p><p><img src=\"https://static.tigerbbs.com/faf4f4a4cc0f2894987beaaa93f55057\" tg-width=\"509\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>The Value Corner</p><p>In the short term (3-10 months) it is difficult to say exactly what the stock will do. I believe the stock may begin to exhibit some bearish tendencies moving towards the third quarter of FY23. Given the recent bearrallyand AI hype, a drop in valuations in the short-term could absolutely be a possibility.</p><p>Thereafter, much depends on the prevailing macroeconomic conditions and the ability of the US and global economies to achieve a soft landing on inflation to ensure the technology sector avoids a significant gulley.</p><p>In the long term (4-10 years) I fully expect their position as a leader in the industry to become even stronger. Their strong product portfolio combined with the undoubtable network effect places little doubt in my mind over the expected great returns the company should be able to provide to shareholders.</p><p>Therefore, it is absolutely possible to argue that the current share price leaves value oriented investors with some room to become involved with the stock. While a deep intrinsic value proposition is currently not present, the slight undervaluation combined with an expectedly bright future places Microsoft’s shares in a potentially attractive position.</p><h3>Risks Facing Microsoft</h3><p>The primary risk facing Microsoft is the emergence of more innovative and left-field competition which could drastically impact the tech giant’s key revenue streams.</p><p>The company must continue to focus on innovation in the Business and Consumer segments while ensuring profit and operating margins remain intact. Simultaneously, the company must ensure that any new products are suitable for the markets they are intended to serve. Loyalty to key areas such as Windows Server and Azure must not be compromised by the companies continued push into the no-moat consumer hardware market.</p><p>Azure also faces some risks from competing products AWS and Google Compute. These competitor product offerings have very similar characteristics to Microsoft’s IaaS thus making them direct competitors. However, I believe Microsoft’s ability to integrate Azure with the rest of their product and service range creates a tangible competitive advantage for the firm.</p><p>Potentially, a complete move away from IaaS to an alternative or new form of cloud technology could leave Microsoft’s Azure dead in the water. However, such a development would take years to accomplish by a competitor meaning Microsoft would have plenty of time to adapt or launch a competitor.</p><p>The firm also harbors some risk from their investment into AI. While the public sentiment has been fantastic withChatGPT, the firm is yet to face any real competition from chief AI rivals Google.</p><p>Nonetheless, it is important for investors to assess how quickly Microsoft may be able to begin creating real returns on their AI projects. As the technology is still in it’sinfancy– albeit maturing quickly – the time frame required to reach profitability is incredibly difficult to judge.</p><p>The risk for Microsoft is that it’s AI department becomes much like Alexa did forAmazon: a critical drain on resources and profits.</p><p>From an ESG perspective, Microsoft is relatively well protected. They have pledged to be carbon negative by2030. While the company has faced some issues over employee harassment and claims of a toxic company culture.</p><p>Microsoft also faces the risk of a possible cyber-security breach as the firm holds huge amounts of sensitive customer, enterprise, and mission critical information on their servers.</p><h3>Summary</h3><p>Microsoft has had an impressive last five years from an investor standpoint. Their robust, broad business model, excellent operational efficiency and iconic brand reputation have allowed the company to become a true profit generation powerhouse.</p><p>In my opinion, current share prices represent a small undervaluation in the company form an intrinsic value perspective. The promise of strong future cashflows and a truly diverse set of revenue streams suggests significant returns could be on the horizon for Microsoft.</p><p>As a short-term investment, I believe there is some volatility in-store for the stock as tricky macroeconomic conditions continue to dominate the marketplace. However, in the long-term I believe their undeniable position as a market leader places Microsoft firmly in position to generate great shareholder value.</p><p>I therefore believe Microsoft warrants a Buy rating, even after the recent AI boosted rally. However, while I believe the company is a great buy even at its current prices ($250), I will personally wait to see what the second half of 2023 brings along with it with particular regards to the possibility of a recession.</p><p>Ideally for me, an undervaluation of 25% (share prices around $225) would provide a satisfactory margin of safety to begin building a position from a pure value perspective, ignoring all speculative growth estimates.</p></body></html>","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>Microsoft: Profitability Powerhouse Set For Long-Term Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft: Profitability Powerhouse Set For Long-Term Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.A...</p>\n\n<a href=\"https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4583237-microsoft-profitability-powerhouse-set-for-long-term-gains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162077665","content_text":"SummaryMicrosoft has had an incredible profitable last decade, with strong revenue growth and healthy net margins.Recent macroeconomic headwinds have resulted in a softer-than-anticipated Q2 of FY23.A bullish AI-driven rally has led to recent increases in share prices.Long-term fundamentals suggest the company is set for significant revenue and profit growth.Investment ThesisTheir unrivalled levels of product integration, significant scale and the subsequent network effect have allowed the company to expand their operations into a multitude of robust and \"moaty\" business segments.Recent macroeconomic headwinds have resulted in weaker than anticipated FY23 Q2 results. However, the company's robust fundamental revenue streams remain intact leaving Microsoft in a good position for the future.Nonetheless, conflicting valuation indicators suggest a deeper understanding of the company's operations structure is required to deduce how good of an investment case exists in the current market for value-oriented investors.Company BackgroundMicrosoft Brand GuidelinesMicrosoft is an American MNC technology corporation headquartered in Redmond,Washington. Known for their operating system Windows, Surface and Xbox line-up of personal electronic devices and their Azure cloud computing service, the company is undoubtably a tech powerhouse in the current market.Microsoft is one of the most established technology companies in the world and their level of expertise, scale and market penetration is arguably unrivalled in the sector.The company’s primary revenuestreamsarise from their productivity and business services (such as Office and Cloud Storage) as well as from the sale of personal computers, Xbox content and services as well as from the sale of Windows OEM operating system licenses.The firm’s recent push into AIThe immense scale on which Microsoft operates allows the company to exploit significant economies of scale and gives the firm a huge networking effect with their products. Their continued expansion into cloud computing as a service (in particular to rival Amazon (AMZN) and Google’s (GOOGWhile the company continues to innovate and is undeniably popular in Q1/2 of FY23, it is important to conduct a comprehensive fundamental analysis of the company’s value to deduce whether or not an investment opportunity exists at the present time.Economic Moat – In Depth AnalysisMicrosoft has an incredibly broad economic moat compared to most other technology companies given the immense breadth present in their product portfolio. The primary drivers for their moat are theirProductivityand Business Processes segment, their dominant presence in the PC market and the rapid expansion of their cloud computing service Microsoft Azure.Microsoft - Office 365The company is an absolutemarket leaderwhen it comes to the provision of Business Processes oriented products. Their extensive portfolio of Office applications such as Word, Excel and Teams are the most used business productivity software solutions in the world.Furthermore, a competitive pricing ladder attracts bothsmalland large-scale business into the software ecosystem which further drives increased market share and product penetration metrics.Microsoft has also made a crucial pivot over the last decade towards offering their Office suite of applications as asubscriptionservice in the form of Office 365, rather than primarily selling lifetime licenses.The switch to a subscription model allows Microsoft to guarantee most users continue to pay for the new and improved versions of Office applications. While lifetime licensed copies of Office are still available for around $150, many prefer to purchase the cheapest Office 365 subscription for$6monthly to ensure they avail of all the newest features and integrations within the ecosystem.While Office does have multiple free competitors such as Google’s Docs, Sheets and Slides services, the lack of integration from these complimentary alternatives with the rest of the Microsoft ecosystem places them at a clear disadvantage on Windows-oriented solutions.Microsoft - 365Microsoft’s Office solution and it’s tight integration with other Microsoft products such as Windows and Azure have made it a truly invaluable asset to the company. Furthermore, the firm continues to innovate within the sector with constant improvements (most notably in the promised introduction ofAIinto Office products) suggests the firm is not willing to loosen its grip on the productivity market anytime soon.The tight integration Microsoft has achieved between Office applications also ensures consumers and businesses alike face significant tangible and psychological switching costs should they choose to switch to an alternative provider.Not only would most customers lose out on many proprietary features, but the almost universal utilization of Office would make it more difficult for users of other productivity services to communicate with the majority of others using Office.Statcounter.comAnother key driver for Microsoft’s historic growth and their significant economic moat is their dominant presence in thePC market. Microsoft’s PC operating system Windows has been the most widely used OS for well over two decades.Windows 11 is the most current iteration of the software which Microsoft has made sure is tightly integrated with their Office suite of applications along with their host of other business oriented software solutions.While the company does face competition in the PC OS marketplace, particularly from Apple and their Mac line of computers, the network effect derived from having such a huge userbase makes it almost impossible for a new competitor to enter the space. I believe this provides a huge degree of moatiness to the company.The firm’s extensiveserverbusiness combined with their new Intelligent Cloud segment comprised primarily of Microsoft Azure have proven to be crucial in the company's revenue generation strategies.Microsoft | Windows ServerThe integral nature ofWindows Serverto most businesses core IT structures has proven to be a key driver of moatiness for the company. Should an organization wish to switch to a different provider, the loss of integration, general switching costs and possibility for significant operational disruptions has only acted to further cement Windows Server’s position as the dominant market player.When combined with the once more extensive network effect the company derives from their Windows software adoption and Office utilization, it is no surprise that the Server segment remains such a lucrative and moat generating aspect of their business.Furthermore, the willingness of Microsoft to keep their Windows Server solution open to the integration ofAppleMac OS running devices allows the company to further expand the reach of their service.This ability for external integration also serves to increase the penetration of their Office and Business applications into devices which otherwise would have required a switch to a different competing software solution.Microsoft AzureMicrosoft’s Intelligent Cloud computing serviceAzureis a direct competitor for Amazon and Google’s IaaS solutions. The platform has become the fastest growing IaaS solution and has provided the company with over70%annual rates of growth.While the service at its core is similar to Amazon’s AWS or Google’s Compute products, the high levels of integration with existing Windows Server and Windows running devices increases the attraction for enterprises to adopt Azure thanks to the promised ease of integration the service would provide.Microsoft’s Azure provides enterprises with the same benefits as other IaaS products with a primary focus being on allowing businesses to reduce the complexity of their own in-house IT departments. The adoption of an IaaS product for most companies would yield significant cost reductions compared to traditional proprietary solutions.Azure has been playing catch-up with AWS for the past decade due to the head start Amazon has in the segment. However, I believe thanks to Azure’s higher levels of integration with most of Microsoft’s other products and services, their IaaS service will prevail in the long run.Microsoft also produces a host of consumer-oriented products such as theirXboxline-up of gaming-oriented products and their Surface line of in-house PED hardware. While these segments do provide Microsoft with notable sources of revenue, it is difficult to assign any economic moat to these business segments due to the competitive nature of these markets.Nonetheless, these services and devices could play a crucial role in attracting new users to the Microsoft ecosystem of products and services thus acting to further drive revenues in other business segments.Overall, it is clear to see the significance of the various business segments Microsoft has built for themselves over the past three decades. Their unrivalled levels of system, software and server integration makes adopting their suite of products easy while switching away becomes prohibitively difficult.I believe Microsoft will continue to enjoy a wide economic moat for a significant portion of time moving into the future.Financial SituationSeeking Alpha | MSFT | Income StatementMicrosoft has been a hugely profitable firm for the greater part of the last two decades. Their consistentEBITDAmargins of 47.99% combined with a 5Y average ROIC of 25% gives just a small insight into their undeniably profitable history.In FY22, Microsoft generated$198Bin revenue. This represents a huge growth of 18% compared to the previous year with the firm’s total revenues having grown a whopping 106% since FY17.These strong historical revenue statistics illustrate the consistent rate at which Microsoft has been increasing their cashflows for the past five years.MSFT Earnings Release FY23 Q2FY23 Q2 results showed a2% increasein revenues compared to the same period last year. Unfortunately, operating income GAAP decreased 8% while net income fell down to $16.4B GAAP; a 12% decrease compared to Q2 FY22.The primary drag on earnings was the19%decrease down to $14.2B the company saw in it’s personal computing segment with Windows OEM license revenue falling a massive 39%.Operating income was particularly hurt by a difficult macroeconomic environment which has significantly increased the COGS for the firm.Nonetheless, Microsoft’s Azure Cloud revenue increased 22% (29% with constant currency) compared to the same period last year illustrating the robust nature of the segments business case.The companies constant currency financial metrics for Q2 look significantly better with net income only being -4%. However, while this does illustrate that nothing exceptionally significant has happened with Microsoft’s core business segments popularities, the hard truth for investors is that the company has had a rather weak second quarter of 2023.Considering the incredibly difficult environment technology companies have had to navigate over the past year, the ability for Microsoft to generate any form of revenue growth into Q2 is impressive.On a longer time-frame, the company has managed to generate 10Y average gross margins of around 65% with average net margins for the same period resting at around 30%. Compared to other companies such as fellow tech giants Apple, Microsoft has managed to achieve a net margin over 10% greater than Apple’s.This suggests Microsoft has managed to find the balance innovation and the provision of great services with the elimination of excessive COGS to create an almost unrivalled money-making formula.Seeking Alpha | MSFT | Quant ProfitabilitySeeking Alpha’s Quant assigns Microsoft with an “A+” Profitability rating which I am absolutely in agreement with. Their strong profitability metrics are fundamental proof that the company has a robust business model and therefore could be an attractive pick for investors.Microsoft’sbalance sheetlooks to be in healthy shape too. Their total current assets for FY22 are $170B while current liabilities for the same period amount to just $82B. This leaves the firm with a fantastic debt/equity ratio of just 0.33.Their quick ratio (current assets minus inventory divided by current liabilities) is 1.66.These fiscal stability metrics illustrate the healthy nature of Microsoft’s business from a balance sheet perspective. The company has strategically managed their debt situation.While cashflows used in financing increased $10.4B in FY22, this was primarily due to a $5.3B increase in the repayments of debt. Overall, the company saw unlevered FCF increase a healthy $7.2B between FY21 and FY22.MSFT 10K FY22Microsoft’s total long-term debt amounts to just$55.5B. This is welcomed news for investors and illustrates the conservative style the firm's management has applied in their financial planning. Furthermore, only $2.8B of this debt will be maturing in 2023.Overall, it is safe to say that from a long-term perspective, Microsoft has an incredibly solid financial platform to build upon. Their strategic debt management, incredible FCF, and net margins illustrate that the company has managed to create a fantastic profit-generating business model.ValuationSeeking Alpha | MSFT | Valuation MetricSeeking Alpha’s Quant has assigned Microsoft with anFValuation rating. I am largely inclined to disagree with this assessment as it suggests the firm’s shares are materially overvalued, which I do not fully believe to be the case.The firm is currently trading at aP/E GAAPratio of 27.80 and a P/CF ratio of 20.80. Their FWD Price/Book ratio is just 9.09 and the companies EV/Sales FWD is 8.81. While these valuation metrics do not suggest that a significant undervaluation is present, it would be difficult to argue a significant overvaluation either.Seeking Alpha | MSFT | Summary GraphFrom an absolute perspective, Microsoft’s shares have decreased on a one-year basis by around 16%. Over the past five years, the company has returned investors a healthy166%.While the past five years leading up to 2021 have been stellar for the company, it is important to remember the slow start the firm had after the2008financial crisis.However, even if a downturn in the economy is experienced in 2023, I believe Microsoft’s business relies on a significantly more robust strategy for revenue generation.The strength and moatiness of their current main profit drivers suggest the firm is much better equipped to endure even the most difficult of macroeconomic conditions.By accomplishing a simple financial valuation based on the calculation below and utilizing anEPSof $9.65, a conservative r value of 0.08 (8%) and the firm’s current P/E FWD GAAP of 27.80, we get an IV for Microsoft of $289.73.Even with this ultra conservative CAGR value for r, Microsoft would appear to be intrinsically undervalued by about 13% (given a current share price $250). Furthermore, when considering the absolute profit generating abilities of the company combined with their powerful market dominance, the expectations for future value generation are high.The Value CornerIn the short term (3-10 months) it is difficult to say exactly what the stock will do. I believe the stock may begin to exhibit some bearish tendencies moving towards the third quarter of FY23. Given the recent bearrallyand AI hype, a drop in valuations in the short-term could absolutely be a possibility.Thereafter, much depends on the prevailing macroeconomic conditions and the ability of the US and global economies to achieve a soft landing on inflation to ensure the technology sector avoids a significant gulley.In the long term (4-10 years) I fully expect their position as a leader in the industry to become even stronger. Their strong product portfolio combined with the undoubtable network effect places little doubt in my mind over the expected great returns the company should be able to provide to shareholders.Therefore, it is absolutely possible to argue that the current share price leaves value oriented investors with some room to become involved with the stock. While a deep intrinsic value proposition is currently not present, the slight undervaluation combined with an expectedly bright future places Microsoft’s shares in a potentially attractive position.Risks Facing MicrosoftThe primary risk facing Microsoft is the emergence of more innovative and left-field competition which could drastically impact the tech giant’s key revenue streams.The company must continue to focus on innovation in the Business and Consumer segments while ensuring profit and operating margins remain intact. Simultaneously, the company must ensure that any new products are suitable for the markets they are intended to serve. Loyalty to key areas such as Windows Server and Azure must not be compromised by the companies continued push into the no-moat consumer hardware market.Azure also faces some risks from competing products AWS and Google Compute. These competitor product offerings have very similar characteristics to Microsoft’s IaaS thus making them direct competitors. However, I believe Microsoft’s ability to integrate Azure with the rest of their product and service range creates a tangible competitive advantage for the firm.Potentially, a complete move away from IaaS to an alternative or new form of cloud technology could leave Microsoft’s Azure dead in the water. However, such a development would take years to accomplish by a competitor meaning Microsoft would have plenty of time to adapt or launch a competitor.The firm also harbors some risk from their investment into AI. While the public sentiment has been fantastic withChatGPT, the firm is yet to face any real competition from chief AI rivals Google.Nonetheless, it is important for investors to assess how quickly Microsoft may be able to begin creating real returns on their AI projects. As the technology is still in it’sinfancy– albeit maturing quickly – the time frame required to reach profitability is incredibly difficult to judge.The risk for Microsoft is that it’s AI department becomes much like Alexa did forAmazon: a critical drain on resources and profits.From an ESG perspective, Microsoft is relatively well protected. They have pledged to be carbon negative by2030. While the company has faced some issues over employee harassment and claims of a toxic company culture.Microsoft also faces the risk of a possible cyber-security breach as the firm holds huge amounts of sensitive customer, enterprise, and mission critical information on their servers.SummaryMicrosoft has had an impressive last five years from an investor standpoint. Their robust, broad business model, excellent operational efficiency and iconic brand reputation have allowed the company to become a true profit generation powerhouse.In my opinion, current share prices represent a small undervaluation in the company form an intrinsic value perspective. The promise of strong future cashflows and a truly diverse set of revenue streams suggests significant returns could be on the horizon for Microsoft.As a short-term investment, I believe there is some volatility in-store for the stock as tricky macroeconomic conditions continue to dominate the marketplace. However, in the long-term I believe their undeniable position as a market leader places Microsoft firmly in position to generate great shareholder value.I therefore believe Microsoft warrants a Buy rating, even after the recent AI boosted rally. However, while I believe the company is a great buy even at its current prices ($250), I will personally wait to see what the second half of 2023 brings along with it with particular regards to the possibility of a recession.Ideally for me, an undervaluation of 25% (share prices around $225) would provide a satisfactory margin of safety to begin building a position from a pure value perspective, ignoring all speculative growth estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936397290,"gmtCreate":1662702005510,"gmtModify":1676537122922,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Clear&nbsp;","listText":"Clear&nbsp;","text":"Clear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936397290","repostId":"1104804362","repostType":2,"repost":{"id":"1104804362","pubTimestamp":1662686230,"share":"https://ttm.financial/m/news/1104804362?lang=&edition=fundamental","pubTime":"2022-09-09 09:17","market":"hk","language":"en","title":"NIO Q2: The Good, The Bad, And The Ugly","url":"https://stock-news.laohu8.com/highlight/detail?id=1104804362","media":"Seeking Alpha","summary":"SummaryNIO delivered a mixed earnings card for the second quarter.While revenues beat predictions, N","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO delivered a mixed earnings card for the second quarter.</li><li>While revenues beat predictions, NIO’s losses widened and vehicle margins came under pressure.</li><li>However, the outlook for Q3’22 deliveries is quite strong, given recent production setbacks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/234eb1ab17af2d74376a3ce1342737b8\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Andy Feng</span></p><p>Shares of NIO Inc. (NYSE:NIO) jumped after the electric vehicle (&#34;EV&#34;) manufacturer submitted its Q2&#39;22 earnings sheet, but they couldn&#39;t hold on to all of their gains as investors dug a little more into the company&#39;sresults. While NIO beat revenue predictions, the EV company missed on earnings due to widening losses related to production setbacks in the second quarter. The outlook for Q3&#39;22 deliveries is good (and better than my forecast), but headwinds are growing for NIO and the stock. For those reasons, NIO remains a hold!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d797dcc79a1f5d223c4c00f840fdb395\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/><span>NIO data by YCharts</span></p><p><b>The good: Earnings beat, robust delivery forecast for Q3</b></p><p>NIO&#39;s second-quarter earnings card was mixed, with revenues beating expectations by a large margin, but widening losses caused the electric vehicle manufacturer to miss on the bottom line. NIO reported Q2&#39;22 revenues of $1.48B, beating the consensus by more than $62M.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ceae549fd310e6c327084100c6dcc0b\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha: NIO Q2&#39;22 Results</span></p><p>NIO&#39;s revenues in the second quarter totaled 10.29B Chinese Yuan which calculates to $1.54B, showing an increase of 21.8% year over year. In the year-earlier period, NIO&#39;s revenues grew 127.2% year over year, so topline growth is clearly moderating for the electric vehicle company. NIO&#39;s revenue growth in Q2&#39;22 was still robust, given that the EV company was hamstrung by supply chain issues and COVID-19 lockdowns in the second quarter.</p><p>What was also good was NIO&#39;s delivery outlook for the third quarter. Based off of the latest forecast, NIO sees EV deliveries of 31,000 to 33,000 in the third quarter, which is better than my estimate of 24,500 to 26,500. However, I have become much more conservative in my predictions for NIO&#39;s delivery potential due to the fact that NIO&#39;s monthly delivery volumes have been highly volatile and unpredictable since the start of the year. While I would log the Q3 delivery outlook in the &#34;good category&#34; of NIO&#39;s earnings release, the company is still facing considerable headwinds in the near future.</p><p><b>The bad and the ugly: Widening losses, growing pressure on vehicle margins</b></p><p>The bad part of NIO&#39;s earnings release was that the firm&#39;s losses are widening. NIO&#39;s net losses in the second quarter amounted to 2.76B Chinese Yuan which calculates to $411.7M, showing a massive 54.7% increase over the previous quarter when NIO reported a loss of 1.78B Chinese Yuan ($281.2 M).</p><p>The losses occurred because NIO is investing heavily in the production ramp of its new electric vehicle models that either just came to market (such as the ET7 and the ES7) and are slated to come to market soon (ET5). While the widening of losses was not expected, NIO cannot and should not be blamed for having to deal with a growing number of challenges such as government-mandated factory shutdowns and soaring battery costs.</p><p>Unfortunately, NIO&#39;s vehicle margins kept declining in the second quarter. Vehicle margins are a key performance metric for electric vehicle manufacturers and as a premium producer, a decline in vehicle margins is a clear warning sign to investors that profitability pressures are increasing. NIO&#39;s vehicle margins dropped 3.6 PP year over year to just 16.7% in Q2&#39;22. They also dropped 1.4 PP compared to the last quarter as well.</p><p>XPeng&#39;s (XPEV) vehicle margins also came under pressure in the second quarter and declined 1.9 PP year over year to 9.1%.</p><p>Electric vehicle manufacturers already increased their product prices in the first and second quarter of 2022 in an attempt to pass on higher raw material prices to consumers, but rising costs clearly present a challenge to NIO and the broader industry. If cost pressures persist and NIO is forced to raise EV prices again in FY 2023, margins may improve, but possibly at the expense of slower revenue growth. If NIO&#39;s vehicle margins deteriorate further in Q3 and Q4, NIO&#39;s shares could further revalue to the downside.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b883a874da39f2f6bd9830eb8a4dc97b\" tg-width=\"1219\" tg-height=\"349\" referrerpolicy=\"no-referrer\"/><span>NIO: Q2&#39;22 Key Metrics</span></p><p><b>NIO&#39;s valuation</b></p><p>I am neutral on NIO&#39;s valuation, in large part because the recent wave of COVID-19 lockdowns affecting 65 million people in China has the potential to weigh on consumer spending and because NIO&#39;s revenue estimates have dropped off in 2022. NIO&#39;s shares are valued at a P-S ratio of 1.9 X which puts NIO into about the same category Li Auto (LI), which has a P-S ratio of 1.8 X. XPeng is valued at 1.4 X FY 2023 revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab3b6b2b6e23e304fc4279b1b2de1a30\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/><span>NIO Revenue Estimates for Current Fiscal Year data by YCharts</span></p><p><b>Risks with NIO</b></p><p>NIO&#39;s risks relate chiefly to the company&#39;s production and delivery timeline and FY 2022 has shown that the supply chain crisis is still making an impact on NIO&#39;s delivery potential. Because of new COVID-19 lockdowns in a growing number of Chinese cities, I believe these timeline risks have increased in significance lately. What I also see as a commercial risk for NIO is the deterioration of vehicle margins. NIO is a premium producer of EVs, which distinguishes the company from its rivals that chiefly sell lower-priced electric vehicles. A continual decline in margins could be seen as a sign that it may be harder (or take longer) for NIO to generate profits from the sale of EV products.</p><p><b>Final thoughts</b></p><p>NIO delivered a mixed earnings sheet for the second quarter and although the outlook for Q3&#39;22 deliveries was better than I expected, there are headwinds that are affecting NIO&#39;s revenue picture. Most recently, new broad-scale lockdowns in China have been instituted, which may impact NIO&#39;s production and deliveries. Inflation and supply chain problems still represent a challenge as well. The ugliest part of NIO&#39;s Q2 earnings sheet was that NIO&#39;s vehicle margins continued to deteriorate in Q2&#39;22, potentially indicating that it will take longer for the EV company to report profits. NIO, in its current setup, is a hold!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Q2: The Good, The Bad, And The Ugly</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\">\nNIO Q2: The Good, The Bad, And The Ugly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539840-nio-q2-the-good-the-bad-and-the-ugly?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO delivered a mixed earnings card for the second quarter.While revenues beat predictions, NIO’s losses widened and vehicle margins came under pressure.However, the outlook for Q3’22 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539840-nio-q2-the-good-the-bad-and-the-ugly?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"https://seekingalpha.com/article/4539840-nio-q2-the-good-the-bad-and-the-ugly?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104804362","content_text":"SummaryNIO delivered a mixed earnings card for the second quarter.While revenues beat predictions, NIO’s losses widened and vehicle margins came under pressure.However, the outlook for Q3’22 deliveries is quite strong, given recent production setbacks.Andy FengShares of NIO Inc. (NYSE:NIO) jumped after the electric vehicle (\"EV\") manufacturer submitted its Q2'22 earnings sheet, but they couldn't hold on to all of their gains as investors dug a little more into the company'sresults. While NIO beat revenue predictions, the EV company missed on earnings due to widening losses related to production setbacks in the second quarter. The outlook for Q3'22 deliveries is good (and better than my forecast), but headwinds are growing for NIO and the stock. For those reasons, NIO remains a hold!NIO data by YChartsThe good: Earnings beat, robust delivery forecast for Q3NIO's second-quarter earnings card was mixed, with revenues beating expectations by a large margin, but widening losses caused the electric vehicle manufacturer to miss on the bottom line. NIO reported Q2'22 revenues of $1.48B, beating the consensus by more than $62M.Seeking Alpha: NIO Q2'22 ResultsNIO's revenues in the second quarter totaled 10.29B Chinese Yuan which calculates to $1.54B, showing an increase of 21.8% year over year. In the year-earlier period, NIO's revenues grew 127.2% year over year, so topline growth is clearly moderating for the electric vehicle company. NIO's revenue growth in Q2'22 was still robust, given that the EV company was hamstrung by supply chain issues and COVID-19 lockdowns in the second quarter.What was also good was NIO's delivery outlook for the third quarter. Based off of the latest forecast, NIO sees EV deliveries of 31,000 to 33,000 in the third quarter, which is better than my estimate of 24,500 to 26,500. However, I have become much more conservative in my predictions for NIO's delivery potential due to the fact that NIO's monthly delivery volumes have been highly volatile and unpredictable since the start of the year. While I would log the Q3 delivery outlook in the \"good category\" of NIO's earnings release, the company is still facing considerable headwinds in the near future.The bad and the ugly: Widening losses, growing pressure on vehicle marginsThe bad part of NIO's earnings release was that the firm's losses are widening. NIO's net losses in the second quarter amounted to 2.76B Chinese Yuan which calculates to $411.7M, showing a massive 54.7% increase over the previous quarter when NIO reported a loss of 1.78B Chinese Yuan ($281.2 M).The losses occurred because NIO is investing heavily in the production ramp of its new electric vehicle models that either just came to market (such as the ET7 and the ES7) and are slated to come to market soon (ET5). While the widening of losses was not expected, NIO cannot and should not be blamed for having to deal with a growing number of challenges such as government-mandated factory shutdowns and soaring battery costs.Unfortunately, NIO's vehicle margins kept declining in the second quarter. Vehicle margins are a key performance metric for electric vehicle manufacturers and as a premium producer, a decline in vehicle margins is a clear warning sign to investors that profitability pressures are increasing. NIO's vehicle margins dropped 3.6 PP year over year to just 16.7% in Q2'22. They also dropped 1.4 PP compared to the last quarter as well.XPeng's (XPEV) vehicle margins also came under pressure in the second quarter and declined 1.9 PP year over year to 9.1%.Electric vehicle manufacturers already increased their product prices in the first and second quarter of 2022 in an attempt to pass on higher raw material prices to consumers, but rising costs clearly present a challenge to NIO and the broader industry. If cost pressures persist and NIO is forced to raise EV prices again in FY 2023, margins may improve, but possibly at the expense of slower revenue growth. If NIO's vehicle margins deteriorate further in Q3 and Q4, NIO's shares could further revalue to the downside.NIO: Q2'22 Key MetricsNIO's valuationI am neutral on NIO's valuation, in large part because the recent wave of COVID-19 lockdowns affecting 65 million people in China has the potential to weigh on consumer spending and because NIO's revenue estimates have dropped off in 2022. NIO's shares are valued at a P-S ratio of 1.9 X which puts NIO into about the same category Li Auto (LI), which has a P-S ratio of 1.8 X. XPeng is valued at 1.4 X FY 2023 revenue.NIO Revenue Estimates for Current Fiscal Year data by YChartsRisks with NIONIO's risks relate chiefly to the company's production and delivery timeline and FY 2022 has shown that the supply chain crisis is still making an impact on NIO's delivery potential. Because of new COVID-19 lockdowns in a growing number of Chinese cities, I believe these timeline risks have increased in significance lately. What I also see as a commercial risk for NIO is the deterioration of vehicle margins. NIO is a premium producer of EVs, which distinguishes the company from its rivals that chiefly sell lower-priced electric vehicles. A continual decline in margins could be seen as a sign that it may be harder (or take longer) for NIO to generate profits from the sale of EV products.Final thoughtsNIO delivered a mixed earnings sheet for the second quarter and although the outlook for Q3'22 deliveries was better than I expected, there are headwinds that are affecting NIO's revenue picture. Most recently, new broad-scale lockdowns in China have been instituted, which may impact NIO's production and deliveries. Inflation and supply chain problems still represent a challenge as well. The ugliest part of NIO's Q2 earnings sheet was that NIO's vehicle margins continued to deteriorate in Q2'22, potentially indicating that it will take longer for the EV company to report profits. NIO, in its current setup, is a hold!","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940943708,"gmtCreate":1677665850904,"gmtModify":1677665853946,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940943708","repostId":"2316693626","repostType":4,"repost":{"id":"2316693626","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":1677669088,"share":"https://ttm.financial/m/news/2316693626?lang=&edition=fundamental","pubTime":"2023-03-01 19:11","market":"us","language":"en","title":"Tesla Readies Revamp of Model Y Codenamed \"Juniper\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2316693626","media":"Reuters","summary":"(Reuters) - Tesla is readying a production revamp of its top-selling Model Y, according to three peo","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.</p><p>The changes to the Model Y – code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.</p><p>A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in markets like China and the United States for a visible reboot of its best-selling vehicles in the face of increasing options for EV buyers.</p><p>The automaker has not commented on its product strategy or any planned model changes. Tesla did not immediately comment when asked by Reuters about the plans for the Model Y, which was its best seller in California, China and Europe last year.</p><p>Chief Executive Elon Musk has said he will discuss the third part of the EV maker&#39;s &#34;Master Plan&#34; when the company holds an investor day event later on Wednesday.</p><p>Tesla has already been working to retool its Shanghai assembly plant to prepare for a revamped version of its Model 3 sedan, a project codenamed Highland by Tesla, Reuters has reported.</p><p>The Highland version of the Model 3 is expected to go into production in Shanghai in September, according to a person with knowledge of the matter.</p><p>With Highland, Tesla is aiming to cut production costs and boost the appeal of an electric sedan that first went on sale in 2017, people involved in the project have said. There will also be changes to the exterior and powertrain performance with a focus on production efficiency, they said.</p><p>Tesla has separately asked suppliers for quotes for a revamped version of the Project Juniper version of the Model Y for exterior and interior components that would go into production next year, two of the people said.</p><p>The projected start of production is October 2024, according to one of the people.</p><p>It was not immediately clear how sweeping the revamp would be or what specific changes or improvements Tesla was looking to deliver with the new Model Y.</p><p>At the investor day event scheduled to be held at its Gigafactory in Texas on Wednesday, Tesla has said it will share details about its next-generation vehicle platforms, which Musk has said would produce a vehicle about half the cost of Tesla&#39;s current vehicle underpinings.</p><p>Tesla also said it will discuss long-term expansion plans, capital allocation and other subjects.</p><p>The leading EV maker has faced increasing competitive pressure in China, its second largest market behind the United States, even after it cut prices.</p><p>Analysts have said that is in part because it has been seen as lagging competitors in introducing new models, improved navigation or luxe interior touches that car shoppers in the world&#39;s largest EV market are seeking.</p><p>A revamp of the Model Y, first delivered to customers in 2020, would mean production and supply changes for a car now in production in all of Tesla&#39;s major hubs: the United States, China and Germany.</p><p>In contrast to legacy automakers, which have tended to make incremental model-year changes to cars before introducing an all-new version, Tesla has pressed the pace of change in its electric vehicles.</p><p>Tesla has made frequent changes to its electric vehicles through software updates and sometimes through hardware changes to add features, improve performance or reduce production costs, analysts have said.</p><p>In one example, Tesla announced on Wednesday it had made changes in the suspension system on the Model Y made in China since January to make the ride smoother, an update Tesla fans applauded on social media.</p><p>Tesla&#39;s plant near Berlin hit a new production record equivalent to annual output of over 200,000 Model Ys earlier this week, the company said. That was three weeks ahead of an internal production target reviewed by Reuters.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Readies Revamp of Model Y Codenamed \"Juniper\"</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 Readies Revamp of Model Y Codenamed \"Juniper\"\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\">2023-03-01 19:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.</p><p>The changes to the Model Y – code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.</p><p>A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in markets like China and the United States for a visible reboot of its best-selling vehicles in the face of increasing options for EV buyers.</p><p>The automaker has not commented on its product strategy or any planned model changes. Tesla did not immediately comment when asked by Reuters about the plans for the Model Y, which was its best seller in California, China and Europe last year.</p><p>Chief Executive Elon Musk has said he will discuss the third part of the EV maker&#39;s &#34;Master Plan&#34; when the company holds an investor day event later on Wednesday.</p><p>Tesla has already been working to retool its Shanghai assembly plant to prepare for a revamped version of its Model 3 sedan, a project codenamed Highland by Tesla, Reuters has reported.</p><p>The Highland version of the Model 3 is expected to go into production in Shanghai in September, according to a person with knowledge of the matter.</p><p>With Highland, Tesla is aiming to cut production costs and boost the appeal of an electric sedan that first went on sale in 2017, people involved in the project have said. There will also be changes to the exterior and powertrain performance with a focus on production efficiency, they said.</p><p>Tesla has separately asked suppliers for quotes for a revamped version of the Project Juniper version of the Model Y for exterior and interior components that would go into production next year, two of the people said.</p><p>The projected start of production is October 2024, according to one of the people.</p><p>It was not immediately clear how sweeping the revamp would be or what specific changes or improvements Tesla was looking to deliver with the new Model Y.</p><p>At the investor day event scheduled to be held at its Gigafactory in Texas on Wednesday, Tesla has said it will share details about its next-generation vehicle platforms, which Musk has said would produce a vehicle about half the cost of Tesla&#39;s current vehicle underpinings.</p><p>Tesla also said it will discuss long-term expansion plans, capital allocation and other subjects.</p><p>The leading EV maker has faced increasing competitive pressure in China, its second largest market behind the United States, even after it cut prices.</p><p>Analysts have said that is in part because it has been seen as lagging competitors in introducing new models, improved navigation or luxe interior touches that car shoppers in the world&#39;s largest EV market are seeking.</p><p>A revamp of the Model Y, first delivered to customers in 2020, would mean production and supply changes for a car now in production in all of Tesla&#39;s major hubs: the United States, China and Germany.</p><p>In contrast to legacy automakers, which have tended to make incremental model-year changes to cars before introducing an all-new version, Tesla has pressed the pace of change in its electric vehicles.</p><p>Tesla has made frequent changes to its electric vehicles through software updates and sometimes through hardware changes to add features, improve performance or reduce production costs, analysts have said.</p><p>In one example, Tesla announced on Wednesday it had made changes in the suspension system on the Model Y made in China since January to make the ride smoother, an update Tesla fans applauded on social media.</p><p>Tesla&#39;s plant near Berlin hit a new production record equivalent to annual output of over 200,000 Model Ys earlier this week, the company said. That was three weeks ahead of an internal production target reviewed by Reuters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316693626","content_text":"(Reuters) - Tesla is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.The changes to the Model Y – code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in markets like China and the United States for a visible reboot of its best-selling vehicles in the face of increasing options for EV buyers.The automaker has not commented on its product strategy or any planned model changes. Tesla did not immediately comment when asked by Reuters about the plans for the Model Y, which was its best seller in California, China and Europe last year.Chief Executive Elon Musk has said he will discuss the third part of the EV maker's \"Master Plan\" when the company holds an investor day event later on Wednesday.Tesla has already been working to retool its Shanghai assembly plant to prepare for a revamped version of its Model 3 sedan, a project codenamed Highland by Tesla, Reuters has reported.The Highland version of the Model 3 is expected to go into production in Shanghai in September, according to a person with knowledge of the matter.With Highland, Tesla is aiming to cut production costs and boost the appeal of an electric sedan that first went on sale in 2017, people involved in the project have said. There will also be changes to the exterior and powertrain performance with a focus on production efficiency, they said.Tesla has separately asked suppliers for quotes for a revamped version of the Project Juniper version of the Model Y for exterior and interior components that would go into production next year, two of the people said.The projected start of production is October 2024, according to one of the people.It was not immediately clear how sweeping the revamp would be or what specific changes or improvements Tesla was looking to deliver with the new Model Y.At the investor day event scheduled to be held at its Gigafactory in Texas on Wednesday, Tesla has said it will share details about its next-generation vehicle platforms, which Musk has said would produce a vehicle about half the cost of Tesla's current vehicle underpinings.Tesla also said it will discuss long-term expansion plans, capital allocation and other subjects.The leading EV maker has faced increasing competitive pressure in China, its second largest market behind the United States, even after it cut prices.Analysts have said that is in part because it has been seen as lagging competitors in introducing new models, improved navigation or luxe interior touches that car shoppers in the world's largest EV market are seeking.A revamp of the Model Y, first delivered to customers in 2020, would mean production and supply changes for a car now in production in all of Tesla's major hubs: the United States, China and Germany.In contrast to legacy automakers, which have tended to make incremental model-year changes to cars before introducing an all-new version, Tesla has pressed the pace of change in its electric vehicles.Tesla has made frequent changes to its electric vehicles through software updates and sometimes through hardware changes to add features, improve performance or reduce production costs, analysts have said.In one example, Tesla announced on Wednesday it had made changes in the suspension system on the Model Y made in China since January to make the ride smoother, an update Tesla fans applauded on social media.Tesla's plant near Berlin hit a new production record equivalent to annual output of over 200,000 Model Ys earlier this week, the company said. That was three weeks ahead of an internal production target reviewed by Reuters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934728984,"gmtCreate":1663304231648,"gmtModify":1676537248884,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934728984","repostId":"2267657881","repostType":4,"repost":{"id":"2267657881","pubTimestamp":1663296968,"share":"https://ttm.financial/m/news/2267657881?lang=&edition=fundamental","pubTime":"2022-09-16 10:56","market":"us","language":"en","title":"Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice","url":"https://stock-news.laohu8.com/highlight/detail?id=2267657881","media":"MotleyFool","summary":"Stock market investors have had a tough time so far this year. Major market benchmarks are sharply l","content":"<html><head></head><body><p>Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing, some new concern sends stocks reeling once again.</p><p>For those with money to invest, falling markets pose a conundrum. On one hand, share prices for thousands of stocks are much more attractive than they were a year ago, so if you still believe that a company&#39;s business will succeed in the long run, getting to invest in more shares at lower prices is a bargain opportunity. On the other hand, nobody wants to buy a stock only to see it continue to lose ground.</p><p>So should you buy stocks now, or wait for some future sign? To get some insight on that question, it&#39;s helpful to turn to the words of legendary investor Warren Buffett. The <b>Berkshire Hathaway </b>(NYSE: BRK.A) (NYSE: BRK.B) CEO has been through plenty of bear markets in his long investing career, and his long-term investing approach has paid off with market-crushing returns through thick and thin. Here&#39;s what Buffett has given as advice to those trying to decide whether to invest or wait in tough times.</p><h2>Buffett&#39;s advice for active investors</h2><p>Buffett has a couple of ideas for active investors that at first seem to be in conflict. When you think about it, though, the net takeaway is to be aggressive but selective in choosing stocks to buy during difficult market conditions.</p><p>Buffett&#39;s aggressive nature shines through in several statements. In the shareholder letter that came out in 2010, the Berkshire CEO wrote: &#34;Big opportunities come infrequently. When it&#39;s raining gold, reach for a bucket, not a thimble.&#34; That approach in the aftermath of the financial crisis proved to be quite timely, as the ensuing bull market lasted throughout the 2010s and was one of the most prosperous periods in stock market history. It also underscores his much more commonly cited aphorism, &#34;Be greedy when markets are fearful.&#34;</p><p>Yet Buffett&#39;s success has largely come from being selective with his investments. Fortunately, tough times offer great opportunities to see the truth about companies. As he noted in the shareholder letter that came out in 2002, &#34;You only find out who is swimming naked when the tide goes out.&#34; Even poorly run companies can do well in bull markets, but bear markets separate the wheat from the chaff.</p><p>Moreover, Buffett isn&#39;t hesitant to hold off on investments he&#39;s not completely confident about making. As he was quoted at the 1999 Berkshire shareholder meeting as saying: &#34;The stock market is a no-called-strike game. You don&#39;t have to swing at everything. You can wait for your pitch.&#34;</p><h2>Buffett&#39;s advice to less-active investors</h2><p>Not everyone wants to spend a lot of time figuring out which companies are most likely to outperform their peers. For those less-active investors, Buffett also has some simple advice: Dollar-cost average using index funds.</p><p>Here&#39;s specifically what Buffett told investors at Berkshire&#39;s 2004 annual shareholders&#39; meeting: &#34;If you accumulate a low-cost index fund over 10 years with fairly regular sums, I think you will probably do better than 90% of the people around you that take up investing at a similar time.&#34;</p><p>Fortunately, there are plenty of such investing vehicles available for those who don&#39;t want to dive into individual stocks. Tracking popular indexes like the <b>S&amp;P 500 </b>or even the entire universe of stocks is possible through mutual funds and exchange-traded funds, many of which charge 0.1% or less in annual expenses to investors.</p><h2>The right answer for you</h2><p>The most important attribute successful investors share is having an investing strategy. What that strategy looks like, though, can differ among investors without sacrificing the potential for success. Buffett clearly understands this, and it&#39;s why he acknowledges that different strategies will work better for different people.</p><p>In general, though, Buffett&#39;s a big believer in bucking market trends, taking advantage of bargain opportunities, and beating back your emotions. The times when you&#39;re likely most scared to invest have historically been the best times to get your money working the markets, and so even if you don&#39;t dive in right now, you won&#39;t want to wait too long before getting a solid investing plan in place.</p></body></html>","source":"motleyfoolau_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>Should You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice</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\">\nShould You Buy Stocks Now Or Wait? Here’s Warren Buffett’s Advice\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/><strong>MotleyFool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4176":"多领域控股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2022/09/15/buy-stocks-now-or-wait-warren-buffett-advice/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267657881","content_text":"Stock market investors have had a tough time so far this year. Major market benchmarks are sharply lower from where they started the year, and every time Wall Street seems to have regained its footing, some new concern sends stocks reeling once again.For those with money to invest, falling markets pose a conundrum. On one hand, share prices for thousands of stocks are much more attractive than they were a year ago, so if you still believe that a company's business will succeed in the long run, getting to invest in more shares at lower prices is a bargain opportunity. On the other hand, nobody wants to buy a stock only to see it continue to lose ground.So should you buy stocks now, or wait for some future sign? To get some insight on that question, it's helpful to turn to the words of legendary investor Warren Buffett. The Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO has been through plenty of bear markets in his long investing career, and his long-term investing approach has paid off with market-crushing returns through thick and thin. Here's what Buffett has given as advice to those trying to decide whether to invest or wait in tough times.Buffett's advice for active investorsBuffett has a couple of ideas for active investors that at first seem to be in conflict. When you think about it, though, the net takeaway is to be aggressive but selective in choosing stocks to buy during difficult market conditions.Buffett's aggressive nature shines through in several statements. In the shareholder letter that came out in 2010, the Berkshire CEO wrote: \"Big opportunities come infrequently. When it's raining gold, reach for a bucket, not a thimble.\" That approach in the aftermath of the financial crisis proved to be quite timely, as the ensuing bull market lasted throughout the 2010s and was one of the most prosperous periods in stock market history. It also underscores his much more commonly cited aphorism, \"Be greedy when markets are fearful.\"Yet Buffett's success has largely come from being selective with his investments. Fortunately, tough times offer great opportunities to see the truth about companies. As he noted in the shareholder letter that came out in 2002, \"You only find out who is swimming naked when the tide goes out.\" Even poorly run companies can do well in bull markets, but bear markets separate the wheat from the chaff.Moreover, Buffett isn't hesitant to hold off on investments he's not completely confident about making. As he was quoted at the 1999 Berkshire shareholder meeting as saying: \"The stock market is a no-called-strike game. You don't have to swing at everything. You can wait for your pitch.\"Buffett's advice to less-active investorsNot everyone wants to spend a lot of time figuring out which companies are most likely to outperform their peers. For those less-active investors, Buffett also has some simple advice: Dollar-cost average using index funds.Here's specifically what Buffett told investors at Berkshire's 2004 annual shareholders' meeting: \"If you accumulate a low-cost index fund over 10 years with fairly regular sums, I think you will probably do better than 90% of the people around you that take up investing at a similar time.\"Fortunately, there are plenty of such investing vehicles available for those who don't want to dive into individual stocks. Tracking popular indexes like the S&P 500 or even the entire universe of stocks is possible through mutual funds and exchange-traded funds, many of which charge 0.1% or less in annual expenses to investors.The right answer for youThe most important attribute successful investors share is having an investing strategy. What that strategy looks like, though, can differ among investors without sacrificing the potential for success. Buffett clearly understands this, and it's why he acknowledges that different strategies will work better for different people.In general, though, Buffett's a big believer in bucking market trends, taking advantage of bargain opportunities, and beating back your emotions. The times when you're likely most scared to invest have historically been the best times to get your money working the markets, and so even if you don't dive in right now, you won't want to wait too long before getting a solid investing plan in place.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935429331,"gmtCreate":1663123825924,"gmtModify":1676537209194,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935429331","repostId":"1171214134","repostType":2,"repost":{"id":"1171214134","pubTimestamp":1663122177,"share":"https://ttm.financial/m/news/1171214134?lang=&edition=fundamental","pubTime":"2022-09-14 10:22","market":"us","language":"en","title":"Amid Wall Street Bloodbath, Cathie Wood Picks Up Over $16M Each In Roku And This Video Communications Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1171214134","media":"Benzinga","summary":"On a day when U.S. markets witnessed a bloodbath on the back of hotter-than-expected inflation data ","content":"<html><head></head><body><p>On a day when U.S. markets witnessed a bloodbath on the back of hotter-than-expected inflation data for August, <b>Cathie Wood</b>-led <b>Ark Investment Management</b> made some significant purchases through various exchange-traded funds. Wood bought over 250,000 shares of <b>Roku Inc</b>, through the flagship <b>ARK Innovation ETF</b> valued at over $17 million based on Tuesday’s closing price.</p><p>Roku is the third-largest holding of the fund, valued at over $620 million with a weight of 6.94%, according to the Ark website. It makes digital media players for video streaming and its players and TV-related audio devices are available in the U.S. and select countries through direct retail sales and licensing arrangements with service operators. On Sept. 1, the company announced the launch of <b>Roku TV</b> in Germany.</p><p><b>Price Action</b>: Shares of the firm have lost over 19% in one month. Wood’s purchase could be seen as a buy-on-dip, but notably, the company has withdrawn its full-year revenue growth rate estimate citing uncertainties and volatility in the macro environment in its second-quarter earnings statement.</p><p>For the third quarter, it estimates the total net revenue to increase approximately 3% to $700 million and total gross profit of roughly $325 million. However, Roku has projected a net loss of $190 million for the third quarter.</p><p><b>Zoom Video</b>: Wood also purchased over 200,000 shares of <b>Zoom Video Communications Inc</b>, valued at over $16 million, through the ARK Innovation ETF. The stock has lost over 30% in one month. Zoom is the second largest holding of the fund, valued at over $688 million.</p><p></p></body></html>","source":"lsy1606299360108","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>Amid Wall Street Bloodbath, Cathie Wood Picks Up Over $16M Each In Roku And This Video Communications 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\">\nAmid Wall Street Bloodbath, Cathie Wood Picks Up Over $16M Each In Roku And This Video Communications Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/09/28858988/as-wall-street-witnessed-bloodbath-cathie-wood-goes-shopping-buys-roku-and-zoom-shares-w><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On a day when U.S. markets witnessed a bloodbath on the back of hotter-than-expected inflation data for August, Cathie Wood-led Ark Investment Management made some significant purchases through ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/09/28858988/as-wall-street-witnessed-bloodbath-cathie-wood-goes-shopping-buys-roku-and-zoom-shares-w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","ZM":"Zoom"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/09/28858988/as-wall-street-witnessed-bloodbath-cathie-wood-goes-shopping-buys-roku-and-zoom-shares-w","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171214134","content_text":"On a day when U.S. markets witnessed a bloodbath on the back of hotter-than-expected inflation data for August, Cathie Wood-led Ark Investment Management made some significant purchases through various exchange-traded funds. Wood bought over 250,000 shares of Roku Inc, through the flagship ARK Innovation ETF valued at over $17 million based on Tuesday’s closing price.Roku is the third-largest holding of the fund, valued at over $620 million with a weight of 6.94%, according to the Ark website. It makes digital media players for video streaming and its players and TV-related audio devices are available in the U.S. and select countries through direct retail sales and licensing arrangements with service operators. On Sept. 1, the company announced the launch of Roku TV in Germany.Price Action: Shares of the firm have lost over 19% in one month. Wood’s purchase could be seen as a buy-on-dip, but notably, the company has withdrawn its full-year revenue growth rate estimate citing uncertainties and volatility in the macro environment in its second-quarter earnings statement.For the third quarter, it estimates the total net revenue to increase approximately 3% to $700 million and total gross profit of roughly $325 million. However, Roku has projected a net loss of $190 million for the third quarter.Zoom Video: Wood also purchased over 200,000 shares of Zoom Video Communications Inc, valued at over $16 million, through the ARK Innovation ETF. The stock has lost over 30% in one month. Zoom is the second largest holding of the fund, valued at over $688 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932448606,"gmtCreate":1662985103005,"gmtModify":1676537176000,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Oversold&nbsp;","listText":"Oversold&nbsp;","text":"Oversold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932448606","repostId":"2266349698","repostType":2,"repost":{"id":"2266349698","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662981233,"share":"https://ttm.financial/m/news/2266349698?lang=&edition=fundamental","pubTime":"2022-09-12 19:13","market":"fut","language":"en","title":"Stock Futures Climb With Key Inflation Data Awaited","url":"https://stock-news.laohu8.com/highlight/detail?id=2266349698","media":"Dow Jones","summary":"U.S. stock futures advanced Monday, ahead of inflation data due later this week. Investors are hopin","content":"<html><head></head><body><p>U.S. stock futures advanced Monday, ahead of inflation data due later this week. Investors are hoping for a further cooling of gains in consumer prices, which would suggest that interest-rate rises from the Federal Reserve are working to tame inflation.</p><p><i><b>U.S. futures gained. </b></i>Contracts tied to the S&amp;P 500, Dow industrials and Nasdaq-100 rose between 0.2% and 0.5%. The S&amp;P is on course for a fourth straight day of gains. </p><p><img src=\"https://static.tigerbbs.com/2dcdcaadb2029382770de26ac62481c2\" tg-width=\"444\" tg-height=\"198\" width=\"100%\" height=\"auto\"/></p><p><i><b>The dollar slipped</b></i>, pausing a monthslong rally. The ICE Dollar Index, which hit a 20-year high last week, dropped 1%, as the dollar fell against the euro and the British pound.</p><p><i><b>U.S. consumer-price inflation data</b></i> is likely to be a main focus of the week. The data, due Tuesday, is expected to show asecond month of cooling inflation.</p><p><i><b>Treasurys rallied.</b></i> Prices rose modestly, pushing the yield on the benchmark 10-year Treasury note down to 3.306% from 3.321% on Friday.</p><p><i><b>Oil was little changed</b></i><i>,</i> as investors balanced tight supplies with concerns about global demand. Brent crude edged up 0.75% to $93.54 a barrel.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Futures Climb With Key Inflation Data Awaited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Futures Climb With Key Inflation Data Awaited\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-12 19:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures advanced Monday, ahead of inflation data due later this week. Investors are hoping for a further cooling of gains in consumer prices, which would suggest that interest-rate rises from the Federal Reserve are working to tame inflation.</p><p><i><b>U.S. futures gained. </b></i>Contracts tied to the S&amp;P 500, Dow industrials and Nasdaq-100 rose between 0.2% and 0.5%. The S&amp;P is on course for a fourth straight day of gains. </p><p><img src=\"https://static.tigerbbs.com/2dcdcaadb2029382770de26ac62481c2\" tg-width=\"444\" tg-height=\"198\" width=\"100%\" height=\"auto\"/></p><p><i><b>The dollar slipped</b></i>, pausing a monthslong rally. The ICE Dollar Index, which hit a 20-year high last week, dropped 1%, as the dollar fell against the euro and the British pound.</p><p><i><b>U.S. consumer-price inflation data</b></i> is likely to be a main focus of the week. The data, due Tuesday, is expected to show asecond month of cooling inflation.</p><p><i><b>Treasurys rallied.</b></i> Prices rose modestly, pushing the yield on the benchmark 10-year Treasury note down to 3.306% from 3.321% on Friday.</p><p><i><b>Oil was little changed</b></i><i>,</i> as investors balanced tight supplies with concerns about global demand. Brent crude edged up 0.75% to $93.54 a barrel.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266349698","content_text":"U.S. stock futures advanced Monday, ahead of inflation data due later this week. Investors are hoping for a further cooling of gains in consumer prices, which would suggest that interest-rate rises from the Federal Reserve are working to tame inflation.U.S. futures gained. Contracts tied to the S&P 500, Dow industrials and Nasdaq-100 rose between 0.2% and 0.5%. The S&P is on course for a fourth straight day of gains. The dollar slipped, pausing a monthslong rally. The ICE Dollar Index, which hit a 20-year high last week, dropped 1%, as the dollar fell against the euro and the British pound.U.S. consumer-price inflation data is likely to be a main focus of the week. The data, due Tuesday, is expected to show asecond month of cooling inflation.Treasurys rallied. Prices rose modestly, pushing the yield on the benchmark 10-year Treasury note down to 3.306% from 3.321% on Friday.Oil was little changed, as investors balanced tight supplies with concerns about global demand. Brent crude edged up 0.75% to $93.54 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946621114,"gmtCreate":1680948266738,"gmtModify":1680948270379,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946621114","repostId":"2325547125","repostType":2,"repost":{"id":"2325547125","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":1680937620,"share":"https://ttm.financial/m/news/2325547125?lang=&edition=fundamental","pubTime":"2023-04-08 15:07","market":"hk","language":"en","title":"Baidu Sues Apple, App Developers Over Fake Ernie Bot Apps","url":"https://stock-news.laohu8.com/highlight/detail?id=2325547125","media":"Reuters","summary":"Chinese search engine giant Baidu has filed lawsuits against \"relevant\" app developers and Apple ove","content":"<html><head></head><body><p>Chinese search engine giant Baidu has filed lawsuits against &#34;relevant&#34; app developers and Apple over fake copies of its Ernie bot app available on Apple&#39;s app store.</p><p>The company&#39;s artificial intelligence powered Ernie bot, launched last month, has been touted as China&#39;s closest answer to the US-developed chatbot ChatGPT.</p><p>Baidu said it had lodged lawsuits in Beijing Haidian People&#39;s Court against the developers behind the counterfeit applications of its Ernie bot and the Apple company.</p><p>&#34;At present, Ernie does not have any official app,&#34; Baidu said in a statement late on Friday (Apr 7) posted on its official &#34;Baidu AI&#34; WeChat account.</p><p>It also posted a photograph of its court filing.</p><p>&#34;Until our company&#39;s official announcement, any Ernie app you see from App Store or other stores are fake,&#34; it said.</p><p>Apple did not immediately respond to a request for comment.</p><p>A Reuters search on Saturday found there were still at least four apps bearing the Chinese-language name of the Ernie bot, all fake, in Apple&#39;s App Store.</p><p>The Ernie bot is only available to users who apply for and receive access codes. In its statement, Baidu also warned against people selling access codes.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Sues Apple, App Developers Over Fake Ernie Bot Apps</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\">\nBaidu Sues Apple, App Developers Over Fake Ernie Bot Apps\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\">2023-04-08 15:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese search engine giant Baidu has filed lawsuits against &#34;relevant&#34; app developers and Apple over fake copies of its Ernie bot app available on Apple&#39;s app store.</p><p>The company&#39;s artificial intelligence powered Ernie bot, launched last month, has been touted as China&#39;s closest answer to the US-developed chatbot ChatGPT.</p><p>Baidu said it had lodged lawsuits in Beijing Haidian People&#39;s Court against the developers behind the counterfeit applications of its Ernie bot and the Apple company.</p><p>&#34;At present, Ernie does not have any official app,&#34; Baidu said in a statement late on Friday (Apr 7) posted on its official &#34;Baidu AI&#34; WeChat account.</p><p>It also posted a photograph of its court filing.</p><p>&#34;Until our company&#39;s official announcement, any Ernie app you see from App Store or other stores are fake,&#34; it said.</p><p>Apple did not immediately respond to a request for comment.</p><p>A Reuters search on Saturday found there were still at least four apps bearing the Chinese-language name of the Ernie bot, all fake, in Apple&#39;s App Store.</p><p>The Ernie bot is only available to users who apply for and receive access codes. In its statement, Baidu also warned against people selling access codes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325547125","content_text":"Chinese search engine giant Baidu has filed lawsuits against \"relevant\" app developers and Apple over fake copies of its Ernie bot app available on Apple's app store.The company's artificial intelligence powered Ernie bot, launched last month, has been touted as China's closest answer to the US-developed chatbot ChatGPT.Baidu said it had lodged lawsuits in Beijing Haidian People's Court against the developers behind the counterfeit applications of its Ernie bot and the Apple company.\"At present, Ernie does not have any official app,\" Baidu said in a statement late on Friday (Apr 7) posted on its official \"Baidu AI\" WeChat account.It also posted a photograph of its court filing.\"Until our company's official announcement, any Ernie app you see from App Store or other stores are fake,\" it said.Apple did not immediately respond to a request for comment.A Reuters search on Saturday found there were still at least four apps bearing the Chinese-language name of the Ernie bot, all fake, in Apple's App Store.The Ernie bot is only available to users who apply for and receive access codes. In its statement, Baidu also warned against people selling access codes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940131805,"gmtCreate":1677741460508,"gmtModify":1677741463918,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940131805","repostId":"2316649805","repostType":2,"repost":{"id":"2316649805","pubTimestamp":1677736524,"share":"https://ttm.financial/m/news/2316649805?lang=&edition=fundamental","pubTime":"2023-03-02 13:55","market":"us","language":"en","title":"NIO Stock Alert: How the EV Maker Just Disappointed Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2316649805","media":"InvestorPlace","summary":"Nio (NIO) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.Th","content":"<html><head></head><body><ul><li><b>Nio </b>(<b><u>NIO</u></b>) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.</li><li>The shares of two other Chinese EV startups are climbing after they reported recent data.</li><li>Nio may be losing ground in China’s EV race, but the country’s EV sector and its EV startups are generally rebounding.</li></ul><p><img src=\"https://static.tigerbbs.com/86c9a6d2c14d521abdcfba8965c8c229\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Robert Way / Shutterstock.com</p><p><b>Nio</b> (NYSE:<b><u>NIO</u></b>) stock is retreating after the Chinese electric vehicle (EV) maker reported weaker-than-expected fourth-quarter results. The company provided Q1 sales guidance that came in well below Wall Street’s average outlook. Nio, however, noted that its Q4 revenue had surged 62% versus the same period a year earlier. At the time of writing, NIO stock is down about 6% on Wednesday trading and is down about 58% compared to this time last year.</p><p><b>Li Auto </b>(NASDAQ:<b><u>LI</u></b>) advanced 3.8% and <b>XPeng</b> (NASDAQ:<b><u>XPEV</u></b>) slipped 0.67%. Li also reported its Q4 results and provided Q1 delivery guidance, while all three automakers announced their February 2023 delivery numbers.</p><p>The numbers suggest that, although Nio may be losing ground in China’s EV race, the country’s EV sector and its EV startups are generally rebounding as the government loosens its anti-coronavirus measures.</p><h2>Nio’s Q4 Results and Q1 Guidance</h2><p>Nio reported that it lost 44 cents per share, excluding certain items, last quarter, meaningfully worse than analysts’ average estimates of 23 cents per share. On the top line, its sales came in at $2.33 billion, versus the mean estimate of $2.56 billion.</p><p>However, as previously noted, its revenue jumped 62% year-over-year last quarter, while its Q4 deliveries soared 60% year-over-year and rose 27% versus Q3 to 40,052. For the current quarter, on the other hand, it predicts that its sales will come in around $1.6 billion, well below the $2.33 billion of sales that it reported for last quarter and meaningfully lower than analysts’ mean outlook of $2.78 billion.</p><h2>The Data From Li and Xpeng</h2><p>Li reported Q4 earnings per share, excluding certain items, of 13 cents, well above analysts’ average estimate of 6 cents. At the same time, its top line climbed 66% year-over-year to $2.56 billion, coming in slightly above the mean estimate.</p><p>Further, its EV deliveries rose 31.5% YOY last quarter to 46,319. For Q1, Li predicts that its deliveries will soar 64%-73.4% versus the same period a year earlier to 52,000-55,000. It expects to generate $2.53 billion to $2.68 billion of revenue in Q1, versus the mean estimate of $2.5 billion.</p><p>During February, the EV maker’s deliveries soared 97.5% to 16,620.</p><p>For its part, Xpeng reported that its deliveries in February had risen 15% versus January to 6,010. However, its deliveries fell 3.5% year-over-year.</p><p>XPEV noted that its “advanced driver assistant” feature would be available “in a number of [China’s] cities starting this month.</p></body></html>","source":"investorplace","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>NIO Stock Alert: How the EV Maker Just Disappointed Investors</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\">\nNIO Stock Alert: How the EV Maker Just Disappointed Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/03/nio-stock-alert-how-the-ev-maker-just-disappointed-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.The shares of two other Chinese EV startups are climbing after they reported recent data.Nio may be ...</p>\n\n<a href=\"https://investorplace.com/2023/03/nio-stock-alert-how-the-ev-maker-just-disappointed-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK4211":"区域性银行","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓"},"source_url":"https://investorplace.com/2023/03/nio-stock-alert-how-the-ev-maker-just-disappointed-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316649805","content_text":"Nio (NIO) stock is retreating after the Chinese EV maker reported weaker-than-expected Q4 results.The shares of two other Chinese EV startups are climbing after they reported recent data.Nio may be losing ground in China’s EV race, but the country’s EV sector and its EV startups are generally rebounding.Source: Robert Way / Shutterstock.comNio (NYSE:NIO) stock is retreating after the Chinese electric vehicle (EV) maker reported weaker-than-expected fourth-quarter results. The company provided Q1 sales guidance that came in well below Wall Street’s average outlook. Nio, however, noted that its Q4 revenue had surged 62% versus the same period a year earlier. At the time of writing, NIO stock is down about 6% on Wednesday trading and is down about 58% compared to this time last year.Li Auto (NASDAQ:LI) advanced 3.8% and XPeng (NASDAQ:XPEV) slipped 0.67%. Li also reported its Q4 results and provided Q1 delivery guidance, while all three automakers announced their February 2023 delivery numbers.The numbers suggest that, although Nio may be losing ground in China’s EV race, the country’s EV sector and its EV startups are generally rebounding as the government loosens its anti-coronavirus measures.Nio’s Q4 Results and Q1 GuidanceNio reported that it lost 44 cents per share, excluding certain items, last quarter, meaningfully worse than analysts’ average estimates of 23 cents per share. On the top line, its sales came in at $2.33 billion, versus the mean estimate of $2.56 billion.However, as previously noted, its revenue jumped 62% year-over-year last quarter, while its Q4 deliveries soared 60% year-over-year and rose 27% versus Q3 to 40,052. For the current quarter, on the other hand, it predicts that its sales will come in around $1.6 billion, well below the $2.33 billion of sales that it reported for last quarter and meaningfully lower than analysts’ mean outlook of $2.78 billion.The Data From Li and XpengLi reported Q4 earnings per share, excluding certain items, of 13 cents, well above analysts’ average estimate of 6 cents. At the same time, its top line climbed 66% year-over-year to $2.56 billion, coming in slightly above the mean estimate.Further, its EV deliveries rose 31.5% YOY last quarter to 46,319. For Q1, Li predicts that its deliveries will soar 64%-73.4% versus the same period a year earlier to 52,000-55,000. It expects to generate $2.53 billion to $2.68 billion of revenue in Q1, versus the mean estimate of $2.5 billion.During February, the EV maker’s deliveries soared 97.5% to 16,620.For its part, Xpeng reported that its deliveries in February had risen 15% versus January to 6,010. However, its deliveries fell 3.5% year-over-year.XPEV noted that its “advanced driver assistant” feature would be available “in a number of [China’s] cities starting this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969586018,"gmtCreate":1668474588234,"gmtModify":1676538061909,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969586018","repostId":"1117743358","repostType":4,"repost":{"id":"1117743358","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1668473777,"share":"https://ttm.financial/m/news/1117743358?lang=&edition=fundamental","pubTime":"2022-11-15 08:56","market":"us","language":"en","title":"AMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1117743358","media":"Dow Jones","summary":"Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the c","content":"<html><head></head><body><p>Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the chip maker’s ability to gain market share.</p><p>Baird analyst Tristan Gerra upgraded AMD shares (ticker: AMD) to Outperform from Neutral and raised his 12-month price target on the stock to $100 from $65. Gerra cited confidence in the company’s new line of central processing units (CPUs), named “Genoa,” and the ability of those CPUs to help AMD gain market share in a competitive space.</p><p>“Genoa’s very significant performance step up should translate into an acceleration in market share gains for AMD in 2023 in our view, along with significantly higher pricing and a higher gross margin profile,” Gerra wrote in a research note. Adding that the move should reinforce “AMD’s EPYC performance leadership for years to come before Intel (INTC) could catch up, even assuming on-time execution for Intel 3.”</p><p>Gerra is not the only one to recognize AMD is gaining market share as Intel struggles amid tough competition. J.P. Morgan analyst Harlan Sur wrote in a research note last week that “after several years of server CPU share loss to AMD and continued product execution missteps, we believe it will be several years before Intel is able to reverse the tide to reclaim technology leadership in hopes of regaining market share.”</p><p>While these analysts are confident in AMD’s ability to gain market share, there remain issues affecting the industry to which the company is not immune. Weak demand for personal computers (PCs) has been a consistent overhang for computer and chip companies including AMD, Intel and Microsoft (MSFT). Despite this, UBS analyst Timothy Arcuri upgraded shares of AMD to Buy from Neutral and raised his price target to $95 from $75.</p><p>“The PC segment has been early in digesting inventory and been dragging down growth, but overall CPU shipments are annualizing to about [230 million] units in [the fourth quarter]—far below even the most bearish market forecasts for PCs in 2023 and suggesting some replenishment moving through 2023,” Arcuri wrote in a research note.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD Should Continue to Gain Market Share, Analyst Says. Intel Is Playing Catch-Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-11-15 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the chip maker’s ability to gain market share.</p><p>Baird analyst Tristan Gerra upgraded AMD shares (ticker: AMD) to Outperform from Neutral and raised his 12-month price target on the stock to $100 from $65. Gerra cited confidence in the company’s new line of central processing units (CPUs), named “Genoa,” and the ability of those CPUs to help AMD gain market share in a competitive space.</p><p>“Genoa’s very significant performance step up should translate into an acceleration in market share gains for AMD in 2023 in our view, along with significantly higher pricing and a higher gross margin profile,” Gerra wrote in a research note. Adding that the move should reinforce “AMD’s EPYC performance leadership for years to come before Intel (INTC) could catch up, even assuming on-time execution for Intel 3.”</p><p>Gerra is not the only one to recognize AMD is gaining market share as Intel struggles amid tough competition. J.P. Morgan analyst Harlan Sur wrote in a research note last week that “after several years of server CPU share loss to AMD and continued product execution missteps, we believe it will be several years before Intel is able to reverse the tide to reclaim technology leadership in hopes of regaining market share.”</p><p>While these analysts are confident in AMD’s ability to gain market share, there remain issues affecting the industry to which the company is not immune. Weak demand for personal computers (PCs) has been a consistent overhang for computer and chip companies including AMD, Intel and Microsoft (MSFT). Despite this, UBS analyst Timothy Arcuri upgraded shares of AMD to Buy from Neutral and raised his price target to $95 from $75.</p><p>“The PC segment has been early in digesting inventory and been dragging down growth, but overall CPU shipments are annualizing to about [230 million] units in [the fourth quarter]—far below even the most bearish market forecasts for PCs in 2023 and suggesting some replenishment moving through 2023,” Arcuri wrote in a research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117743358","content_text":"Advanced Micro Devices stock was climbing Monday after another analyst became optimistic about the chip maker’s ability to gain market share.Baird analyst Tristan Gerra upgraded AMD shares (ticker: AMD) to Outperform from Neutral and raised his 12-month price target on the stock to $100 from $65. Gerra cited confidence in the company’s new line of central processing units (CPUs), named “Genoa,” and the ability of those CPUs to help AMD gain market share in a competitive space.“Genoa’s very significant performance step up should translate into an acceleration in market share gains for AMD in 2023 in our view, along with significantly higher pricing and a higher gross margin profile,” Gerra wrote in a research note. Adding that the move should reinforce “AMD’s EPYC performance leadership for years to come before Intel (INTC) could catch up, even assuming on-time execution for Intel 3.”Gerra is not the only one to recognize AMD is gaining market share as Intel struggles amid tough competition. J.P. Morgan analyst Harlan Sur wrote in a research note last week that “after several years of server CPU share loss to AMD and continued product execution missteps, we believe it will be several years before Intel is able to reverse the tide to reclaim technology leadership in hopes of regaining market share.”While these analysts are confident in AMD’s ability to gain market share, there remain issues affecting the industry to which the company is not immune. Weak demand for personal computers (PCs) has been a consistent overhang for computer and chip companies including AMD, Intel and Microsoft (MSFT). Despite this, UBS analyst Timothy Arcuri upgraded shares of AMD to Buy from Neutral and raised his price target to $95 from $75.“The PC segment has been early in digesting inventory and been dragging down growth, but overall CPU shipments are annualizing to about [230 million] units in [the fourth quarter]—far below even the most bearish market forecasts for PCs in 2023 and suggesting some replenishment moving through 2023,” Arcuri wrote in a research 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PUT$","images":[{"img":"https://community-static.tradeup.com/news/652083c4315c886a97aff8cb120047c5","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/251459552874728","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":234120574521456,"gmtCreate":1698167179100,"gmtModify":1698167180831,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TDOC\">$Teladoc Health Inc.(TDOC)$ &nbsp;</a>","text":"$Teladoc Health 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Inc.(TDOC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234117924327456","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214114561855608,"gmtCreate":1693292681230,"gmtModify":1693292685652,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Down more than 5% for opening&nbsp;","listText":"Down more than 5% for opening&nbsp;","text":"Down more than 5% for 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19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。 從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。 回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。 我們必須承認，過去發生一連串大事件，是我們無法參透的事。","listText":"2021年之前，你和我不可能知道新冠病毒COVID 19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。 從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。 回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。 我們必須承認，過去發生一連串大事件，是我們無法參透的事。","text":"2021年之前，你和我不可能知道新冠病毒COVID 19在全球爆發，更＂封鎖＂世界各國。 2022年之前，我們也不會知道，世界會全面開放，病毒會逐漸退場離開。 從新冠疫情爆發到消退，我們學到的正確教訓，應該是＂這個世界總是讓人出乎意料＂。 回溯到1997/1998年亞洲貨幣金風暴，1997年之前，也沒有人可以預測到亞洲會爆發一場可怕的金融風暴，導致多個國家都要宣告破產。 我們必須承認，過去發生一連串大事件，是我們無法參透的事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947842519","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947883901,"gmtCreate":1682907988203,"gmtModify":1682907991643,"author":{"id":"3573287488472651","authorId":"3573287488472651","name":"LSK9092","avatar":"https://community-static.tradeup.com/news/d0bfe022ec520da02ce47b4c5115cd45","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3573287488472651","authorIdStr":"3573287488472651"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947883901","repostId":"9947818986","repostType":1,"repost":{"id":9947818986,"gmtCreate":1682875610246,"gmtModify":1682903093058,"author":{"id":"9000000000000578","authorId":"9000000000000578","name":"MoneyManagement","avatar":"https://community-static.tradeup.com/news/d0e78c6c413d362ebb830f1d3ff7a19e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000578","authorIdStr":"9000000000000578"},"themes":[],"htmlText":"\n \n \n  SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!\n \n","listText":"SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!","text":"SOFI Stock to $11.64! Discover The Reasons Behind SOFI's Positive Trend! Watch This Before Monday!","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947818986","isVote":1,"tweetType":2,"object":{"id":"b8da5eef8ec44ab08082254865e05361","tweetId":"9947818986","title":"SOFI Stock to $11.64! Discover The Reasons Behind SOFI&#39;s Positive Trend! Watch This Before Monday!","videoUrl":"http://v.tigerbbs.com/1682875603167ae40b65838f5d5bbe38f162ee4be3bcd.mp4","poster":"https://static.tigerbbs.com/dee556c2d7724182d7cdaadeffbae98c","shareLink":"http://v.tigerbbs.com/1682875603167ae40b65838f5d5bbe38f162ee4be3bcd.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}