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Nichee

Nichee

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2021-03-17

Help la.

Markets keep telling the Federal Reserve it's behind the curve: At the Open

2021-06-15

Cool

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2021-06-18

Nicr

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2021-06-18

Comment 2

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2021-04-29

$Schwab International Dividend Equity ETF(SCHY)$Buy and hold this shit til you retire boys

2021-06-18

comment

Alibaba Stock: The Bottoming Process Looks To Be Forming Already

2021-03-03

no

Rocket Companies fell more than 17%

2021-06-18

Oh no

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2021-06-18

Cool

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2021-06-15

$Document Security(DSS)$holy shit another dilution

2021-05-04

oh my god.

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2021-03-15

Daaamn

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2021-06-15

$Document Security(DSS)$damn bro I'm crying rn

2021-04-29

$Schwab International Dividend Equity ETF(SCHY)$Lets a gooooo

2021-03-30

yes

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2021-06-18

Cool

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2021-06-15

Nice

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2021-06-15

Nice

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2021-06-15

Nice

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2021-06-15

NICE!

China's electric car leaders predict new energy vehicles will dominate the local market by 2030

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no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166818536","repostId":"2144222007","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166818613,"gmtCreate":1624001421532,"gmtModify":1703826218261,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166818613","repostId":"2144222007","repostType":4,"repost":{"id":"2144222007","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":1624001011,"share":"https://ttm.financial/m/news/2144222007?lang=&edition=fundamental","pubTime":"2021-06-18 15:23","market":"sh","language":"en","title":"Asian shares slip, dollar up on higher rates outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2144222007","media":"Reuters","summary":"* MSCI Asia ex-Japan down 0.1%; Nikkei flat\n* European stock futures point to marginally lower open\n","content":"<p>* MSCI Asia ex-Japan down 0.1%; Nikkei flat</p>\n<p>* European stock futures point to marginally lower open</p>\n<p>* Treasury yields lower; dollar clings on to gains</p>\n<p>* Gold gains ground, oil drops</p>\n<p>SHANGHAI, June 18 (Reuters) - Asian shares extended losses and the dollar crept up to near two-month highs on Friday after the U.S. Federal Reserve this week projected higher interest rates in 2023.</p>\n<p>While the Fed indicated no clear end to supportive policy measures such as bond buying, signals of faster-than-expected rate hikes underscored its inflation concerns as the U.S. economy recovers from the COVID-19 pandemic.</p>\n<p>\"It's a difficult call, but I think what is pretty obvious is that the inflation genie is starting to sneak out of the bottle, and that will be a major driver of interest rates in the short to medium term,\" said James McGlew, executive director of corporate stockbroking at Argonaut in Perth.</p>\n<p>European stock futures pointed to small declines at the open, with pan-region Euro Stoxx 50 futures down 0.02%, DAX futures falling 0.06%, FTSE futures inching 0.01% lower, and CAC 40 futures easing 0.02%.</p>\n<p>In afternoon trade in Asia, MSCI's broadest index of Asia-Pacific shares outside Japan was off 0.1%, erasing earlier gains to extend declines into a fifth session.</p>\n<p>Chinese blue-chip A-shares swung between gains and losses before ending flat, while Taiwan shares lost 0.41%. Japan's Nikkei fell 0.19%.</p>\n<p>Gold prices, which plunged following the Fed comments on Wednesday, edged higher but were still set for their worst week since March 2020. Spot gold was last up 0.65% at $1,784.90 per ounce.</p>\n<p>Adding to indications of a continued rebound in the world's largest economy, new U.S. data on Thursday showed growing factory activity and an easing in layoffs despite an unexpected rise in weekly jobless claims.</p>\n<p>Hopes for a strong U.S. recovery pushed technology stocks higher on Thursday, lifting the Nasdaq Composite up 0.87%. But worries about inflation and higher rates weighed on the broader market, with the S&amp;P 500 edging down 0.04%. The Dow Jones Industrial Average fell 0.62%.</p>\n<p>\"The Fed for a long time was sending a very strong signal that they were prioritising the labour market, and they want this broad, inclusive recovery and healing of the labour market and they're going to run the economy red-hot to get there,\" said Richard Franulovich, head of FX strategy at Westpac.</p>\n<p>\"Now ... (inflation) is more of a priority. So that's the big wake-up call for markets. A very big wake up call.\"</p>\n<p>U.S. Treasury yields, which had jumped on the rate hike projections, turned lower on Friday afternoon. Benchmark 10-year yields stood at 1.5005%, down from a close of 1.511% on Thursday.</p>\n<p>The 30-year bond yield slid to 2.0859% from 2.101%.</p>\n<p>The dollar index nevertheless climbed 0.11% to 91.981, not far off Thursday's more than two-month peak of 92.010 following the Fed meeting. The dollar pulled back against the yen to 110.03 , and the euro softened 0.08% to 1.1900.</p>\n<p>Oil prices took a hit from the strong dollar as concerns over demand and new Iranian supply also weighed.</p>\n<p>Global benchmark Brent crude was down 0.53% at $72.69 a barrel after settling at its highest price since April 2019 on Wednesday. U.S. West Texas Intermediate crude , which touched its highest level since October 2018 on Wednesday, shed 0.38% to $70.77.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Asian shares slip, dollar up on higher rates outlook</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\">\nAsian shares slip, dollar up on higher rates outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-18 15:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* MSCI Asia ex-Japan down 0.1%; Nikkei flat</p>\n<p>* European stock futures point to marginally lower open</p>\n<p>* Treasury yields lower; dollar clings on to gains</p>\n<p>* Gold gains ground, oil drops</p>\n<p>SHANGHAI, June 18 (Reuters) - Asian shares extended losses and the dollar crept up to near two-month highs on Friday after the U.S. Federal Reserve this week projected higher interest rates in 2023.</p>\n<p>While the Fed indicated no clear end to supportive policy measures such as bond buying, signals of faster-than-expected rate hikes underscored its inflation concerns as the U.S. economy recovers from the COVID-19 pandemic.</p>\n<p>\"It's a difficult call, but I think what is pretty obvious is that the inflation genie is starting to sneak out of the bottle, and that will be a major driver of interest rates in the short to medium term,\" said James McGlew, executive director of corporate stockbroking at Argonaut in Perth.</p>\n<p>European stock futures pointed to small declines at the open, with pan-region Euro Stoxx 50 futures down 0.02%, DAX futures falling 0.06%, FTSE futures inching 0.01% lower, and CAC 40 futures easing 0.02%.</p>\n<p>In afternoon trade in Asia, MSCI's broadest index of Asia-Pacific shares outside Japan was off 0.1%, erasing earlier gains to extend declines into a fifth session.</p>\n<p>Chinese blue-chip A-shares swung between gains and losses before ending flat, while Taiwan shares lost 0.41%. Japan's Nikkei fell 0.19%.</p>\n<p>Gold prices, which plunged following the Fed comments on Wednesday, edged higher but were still set for their worst week since March 2020. Spot gold was last up 0.65% at $1,784.90 per ounce.</p>\n<p>Adding to indications of a continued rebound in the world's largest economy, new U.S. data on Thursday showed growing factory activity and an easing in layoffs despite an unexpected rise in weekly jobless claims.</p>\n<p>Hopes for a strong U.S. recovery pushed technology stocks higher on Thursday, lifting the Nasdaq Composite up 0.87%. But worries about inflation and higher rates weighed on the broader market, with the S&amp;P 500 edging down 0.04%. The Dow Jones Industrial Average fell 0.62%.</p>\n<p>\"The Fed for a long time was sending a very strong signal that they were prioritising the labour market, and they want this broad, inclusive recovery and healing of the labour market and they're going to run the economy red-hot to get there,\" said Richard Franulovich, head of FX strategy at Westpac.</p>\n<p>\"Now ... (inflation) is more of a priority. So that's the big wake-up call for markets. A very big wake up call.\"</p>\n<p>U.S. Treasury yields, which had jumped on the rate hike projections, turned lower on Friday afternoon. Benchmark 10-year yields stood at 1.5005%, down from a close of 1.511% on Thursday.</p>\n<p>The 30-year bond yield slid to 2.0859% from 2.101%.</p>\n<p>The dollar index nevertheless climbed 0.11% to 91.981, not far off Thursday's more than two-month peak of 92.010 following the Fed meeting. The dollar pulled back against the yen to 110.03 , and the euro softened 0.08% to 1.1900.</p>\n<p>Oil prices took a hit from the strong dollar as concerns over demand and new Iranian supply also weighed.</p>\n<p>Global benchmark Brent crude was down 0.53% at $72.69 a barrel after settling at its highest price since April 2019 on Wednesday. U.S. West Texas Intermediate crude , which touched its highest level since October 2018 on Wednesday, shed 0.38% to $70.77.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","SQQQ":"纳指三倍做空ETF","SCO":"二倍做空彭博原油指数ETF","DXD":"道指两倍做空ETF","USO":"美国原油ETF","UDOW":"道指三倍做多ETF-ProShares","IAU":"黄金信托ETF(iShares)","QQQ":"纳指100ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","PSQ":"纳指反向ETF","FXY":"日元ETF-CurrencyShares","DDM":"道指两倍做多ETF","DDG":"ProShares做空石油与天然气ETF","FXB":"英镑ETF-CurrencyShares",".DJI":"道琼斯","UCO":"二倍做多彭博原油ETF","YCS":"日元ETF-ProShares两倍做空","DOG":"道指反向ETF","FXE":"欧元做多ETF-CurrencyShares","DWT":"三倍做空原油ETN","DJX":"1/100道琼斯","GDX":"黄金矿业ETF-VanEck","QID":"纳指两倍做空ETF","GLD":"SPDR黄金ETF","EUO":"欧元ETF-ProShares两倍做空","NUGT":"二倍做多黄金矿业指数ETF-Direxion","SDOW":"道指三倍做空ETF-ProShares","DUST":"二倍做空黄金矿业指数ETF-Direxion",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144222007","content_text":"* MSCI Asia ex-Japan down 0.1%; Nikkei flat\n* European stock futures point to marginally lower open\n* Treasury yields lower; dollar clings on to gains\n* Gold gains ground, oil drops\nSHANGHAI, June 18 (Reuters) - Asian shares extended losses and the dollar crept up to near two-month highs on Friday after the U.S. Federal Reserve this week projected higher interest rates in 2023.\nWhile the Fed indicated no clear end to supportive policy measures such as bond buying, signals of faster-than-expected rate hikes underscored its inflation concerns as the U.S. economy recovers from the COVID-19 pandemic.\n\"It's a difficult call, but I think what is pretty obvious is that the inflation genie is starting to sneak out of the bottle, and that will be a major driver of interest rates in the short to medium term,\" said James McGlew, executive director of corporate stockbroking at Argonaut in Perth.\nEuropean stock futures pointed to small declines at the open, with pan-region Euro Stoxx 50 futures down 0.02%, DAX futures falling 0.06%, FTSE futures inching 0.01% lower, and CAC 40 futures easing 0.02%.\nIn afternoon trade in Asia, MSCI's broadest index of Asia-Pacific shares outside Japan was off 0.1%, erasing earlier gains to extend declines into a fifth session.\nChinese blue-chip A-shares swung between gains and losses before ending flat, while Taiwan shares lost 0.41%. Japan's Nikkei fell 0.19%.\nGold prices, which plunged following the Fed comments on Wednesday, edged higher but were still set for their worst week since March 2020. Spot gold was last up 0.65% at $1,784.90 per ounce.\nAdding to indications of a continued rebound in the world's largest economy, new U.S. data on Thursday showed growing factory activity and an easing in layoffs despite an unexpected rise in weekly jobless claims.\nHopes for a strong U.S. recovery pushed technology stocks higher on Thursday, lifting the Nasdaq Composite up 0.87%. But worries about inflation and higher rates weighed on the broader market, with the S&P 500 edging down 0.04%. The Dow Jones Industrial Average fell 0.62%.\n\"The Fed for a long time was sending a very strong signal that they were prioritising the labour market, and they want this broad, inclusive recovery and healing of the labour market and they're going to run the economy red-hot to get there,\" said Richard Franulovich, head of FX strategy at Westpac.\n\"Now ... (inflation) is more of a priority. So that's the big wake-up call for markets. A very big wake up call.\"\nU.S. Treasury yields, which had jumped on the rate hike projections, turned lower on Friday afternoon. Benchmark 10-year yields stood at 1.5005%, down from a close of 1.511% on Thursday.\nThe 30-year bond yield slid to 2.0859% from 2.101%.\nThe dollar index nevertheless climbed 0.11% to 91.981, not far off Thursday's more than two-month peak of 92.010 following the Fed meeting. The dollar pulled back against the yen to 110.03 , and the euro softened 0.08% to 1.1900.\nOil prices took a hit from the strong dollar as concerns over demand and new Iranian supply also weighed.\nGlobal benchmark Brent crude was down 0.53% at $72.69 a barrel after settling at its highest price since April 2019 on Wednesday. U.S. West Texas Intermediate crude , which touched its highest level since October 2018 on Wednesday, shed 0.38% to $70.77.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166818960,"gmtCreate":1624001405350,"gmtModify":1703826220531,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nicr","listText":"Nicr","text":"Nicr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166818960","repostId":"1113093847","repostType":4,"repost":{"id":"1113093847","pubTimestamp":1624001134,"share":"https://ttm.financial/m/news/1113093847?lang=&edition=fundamental","pubTime":"2021-06-18 15:25","market":"sg","language":"en","title":"Singapore slows the pace of reopening as Covid cases haven't declined significantly","url":"https://stock-news.laohu8.com/highlight/detail?id=1113093847","media":"cnbc","summary":"SINGAPORE — Singapore's government said Friday it will further ease Covid-related restrictions next ","content":"<div>\n<p>SINGAPORE — Singapore's government said Friday it will further ease Covid-related restrictions next week, but at a slower pace than previously announced as local infections have not declined ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/covid-singapore-slows-pace-of-reopening-as-local-cases-stabilize.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore slows the pace of reopening as Covid cases haven't declined significantly</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\">\nSingapore slows the pace of reopening as Covid cases haven't declined significantly\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 15:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/18/covid-singapore-slows-pace-of-reopening-as-local-cases-stabilize.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE — Singapore's government said Friday it will further ease Covid-related restrictions next week, but at a slower pace than previously announced as local infections have not declined ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/covid-singapore-slows-pace-of-reopening-as-local-cases-stabilize.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.cnbc.com/2021/06/18/covid-singapore-slows-pace-of-reopening-as-local-cases-stabilize.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1113093847","content_text":"SINGAPORE — Singapore's government said Friday it will further ease Covid-related restrictions next week, but at a slower pace than previously announced as local infections have not declined significantly.\nThe government startedrelaxing some measuresthis week, including increasing the limits on social gatherings and event attendees.\nIt said that starting Monday, \"higher-risk activities\" such as dining in and indoor mask-off sports and exercises will be allowed to resume in groups of two people — instead of five people as previously announced.\nBarring another super-spreader event or a big cluster of infections, the government will allow those activities for groups of up to five around mid-July.\nSingapore has to be cautious in resuming activities deemed to be of higher risks due to the more transmissible delta variant first detected in India, Health Minister Ong Ye Kung told reporters at a briefing.\nOng said that with a phased reopening, \"we buy time to get more people vaccinated, so the imperative now is to boost vaccinations.\"\nSingapore hasone of the fastest vaccination roll-outsin Asia-Pacific. Around 2.7 million people — or roughly 47% of the population — have received at least the first dose of Covid vaccine as of Monday,latest data by the health ministryshowed.\nThe country had largely controlled the spread of Covid until a flare-up in locally transmitted cases in end-April.Many of the recent cases were caused by the delta variant. The rise in cases forced the government totighten social-distancing measurestwice last month.\nDaily reported casesin the local community fell to single-digit levels for most of last week, but have stayed above 10 cases per day since Sunday as a major cluster of infections emerged around a wet market in southern Singapore.\nOverall, the Southeast Asian country has reported 34 deaths and more than 62,300 confirmed cases since the beginning of 2020 as of Thursday, health ministry data showed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166811626,"gmtCreate":1624001390565,"gmtModify":1703826216809,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Comment 2","listText":"Comment 2","text":"Comment 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166811626","repostId":"2144742925","repostType":4,"repost":{"id":"2144742925","pubTimestamp":1623976535,"share":"https://ttm.financial/m/news/2144742925?lang=&edition=fundamental","pubTime":"2021-06-18 08:35","market":"us","language":"en","title":"1 Growth Stock That Could Be Bigger Than Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2144742925","media":"Motley Fool","summary":"The next decade looks bright for this supercomputing company.","content":"<p>In 1999, <b>NVIDIA</b> (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.</p>\n<p>NVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than <b>Apple</b> by 2031. Here are three reasons why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaf8802c7ed003335f2860d2fb148e9\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Getty Images</span></p>\n<h2>1. The data center</h2>\n<p>Currently, NVIDIA controls over 90%&nbsp;of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.</p>\n<p>To that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in <a href=\"https://laohu8.com/S/AONE\">one</a> platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.</p>\n<p>Likewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).</p>\n<p>Finally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"</p>\n<h2><b>2. Autonomous vehicles</b></h2>\n<p>The NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.</p>\n<p>The brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from <b>Intel</b>'s&nbsp;<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a> -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d24136b7828e9c57db066423f43bfd7\" tg-width=\"700\" tg-height=\"525\"><span>The NVIDIA Orin. Image source: NVIDIA.</span></p>\n<p>While NVIDIA Orin won't ship until 2022, automakers like <b>NIO</b> &nbsp;and <b>Volvo</b> have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.</p>\n<p>Management believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.</p>\n<h2><b>3. NVIDIA Omniverse</b></h2>\n<p>This summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like <b>Autodesk</b> and <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>, enabling collaboration in a shared virtual space. This is a big deal for three reasons.</p>\n<p>First, Omniverse will accelerate AI. NVIDIA DRIVE Sim&nbsp;is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.</p>\n<p>Second, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.</p>\n<p>Third, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.</p>\n<p>Here's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.</p>\n<h2>A final word</h2>\n<p>To summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?</p>\n<p>No one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Growth Stock That Could Be Bigger Than Apple</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\">\n1 Growth Stock That Could Be Bigger Than Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/17/1-growth-stock-that-could-be-bigger-than-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144742925","content_text":"In 1999, NVIDIA (NASDAQ:NVDA) invented the graphics processing unit (GPU), a chip that revolutionized the gaming industry. Then in 2006, it introduced the CUDA programming model, turning GPUs into general-purpose processors. Together, these innovations transformed NVIDIA into a supercomputing company, powering its rise in the data center market.\nNVIDIA hasn't lost that innovative spark, and its pipeline is full of products that could be growth drivers over the coming decade. In fact, if the company executes on its massive market opportunity, I think NVIDIA could be bigger than Apple by 2031. Here are three reasons why.\nImage source: Getty Images\n1. The data center\nCurrently, NVIDIA controls over 90% of the data center accelerator market. Over the past 12 months, its data center business generated $7.6 billion in revenue, up 117%. But management sees a much larger market opportunity -- which could generate $100 billion by 2024.\nTo that end, NVIDIA recently launched the DGX SuperPOD, a turnkey solution for enterprise artificial intelligence (AI). This cloud-native supercomputer simplifies AI, delivering in one platform all of the resources (i.e., hardware and software) clients need to build and deploy AI applications.\nLikewise, the Bluefield-3 data processing unit (DPU) is a new chip designed to accelerate and secure data center infrastructure. Specifically, DPUs off-load services like networking, storage, and security, boosting the performance of central processing units (CPU).\nFinally, NVIDIA recently announced the Grace CPU. Set to launch in 2023, this ARM-based processor will accelerate AI workloads by a factor of 10. Moreover, alongside the DPU and GPU, it will make NVIDIA a three-chip company. CEO Jensen Huang believes this vertical integration will be a significant advantage, allowing NVIDIA to \"re-architect the data center to advance AI.\"\n2. Autonomous vehicles\nThe NVIDIA DRIVE platform is designed to power autonomous vehicles (AVs). It combines in-car hardware with AI software, allowing vehicles to see, think, and move safely through their environments. In a recent report from advisory firm Navigant Research, NVIDIA DRIVE ranked as the No. 1 AV compute platform on the market.\nThe brains behind this system is NVIDIA Orin, a supercomputer that delivers 254 TOPS of performance, meaning it can perform 254 trillion operations per second. By comparison, the latest chip from Intel's Mobileye -- the No. 2 player in Navigant's report -- delivers just 24 TOPS.\nThe NVIDIA Orin. Image source: NVIDIA.\nWhile NVIDIA Orin won't ship until 2022, automakers like NIO  and Volvo have already selected NVIDIA DRIVE to power their autonomous fleets. As a result, NVIDIA is set to recognize $8 billion in automotive revenue over the next six years. But that small figure doesn't scratch the surface of its long-term potential.\nManagement believes the AV platform market will reach $25 billion by 2025. Given its competitive edge, NVIDIA could capture the lion's share of that figure. And if that happens, automotive sales could become a third major revenue stream for NVIDIA, supplementing its gaming and data center businesses.\n3. NVIDIA Omniverse\nThis summer, NVIDIA will launch Omniverse, a platform that allows clients to build 3D simulations in real time. It connects industry-leading design tools from partners like Autodesk and Adobe, enabling collaboration in a shared virtual space. This is a big deal for three reasons.\nFirst, Omniverse will accelerate AI. NVIDIA DRIVE Sim is an Omniverse-powered application that allows clients to generate synthetic driving data. That data can then be used in the real world to train AI models for autonomous vehicles.\nSecond, Omniverse is a subscription product. That's noteworthy because semiconductor sales tend to be cyclical, which can cause lumpy revenue growth. But subscription sales are typically recurring in nature, meaning Omniverse could help NVIDIA grow its top line more consistently.\nThird, NVIDIA believes this is a stepping-stone to the Metaverse. If you're unfamiliar with the term, the idea comes from science fiction. The Metaverse refers to a persistent virtual world, a digital reality where people can interact and share experiences.\nHere's the big picture: The virtual reality market will hit $69 billion by 2028, according to Grand View Research. And so far, NVIDIA Omniverse is gaining traction rapidly. During the three-month beta testing period, it was downloaded by over 17,000 users.\nA final word\nTo summarize, NVIDIA benefits from a solid competitive position and a massive market opportunity. Both advantages should be growth drivers over the coming decade. But will they be enough to eclipse Apple's current market cap of $2.1 trillion?\nNo one knows the future, but I think it's possible. Since fiscal 2016 (ended Jan. 31, 2016), NVIDIA's revenue has grown at 29% per year. If it can maintain an annual growth rate of just 17% over the next decade (assuming its price-to-sales ratio remains unchanged), NVIDIA's market cap would reach $2.2 trillion in 2031.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166811809,"gmtCreate":1624001381701,"gmtModify":1703826216970,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166811809","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166811166,"gmtCreate":1624001368955,"gmtModify":1703826216647,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"comment","listText":"comment","text":"comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166811166","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187695335,"gmtCreate":1623751325927,"gmtModify":1704210466198,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>damn bro I'm crying rn","listText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>damn bro I'm crying rn","text":"$Document Security(DSS)$damn bro I'm crying rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187695335","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187838018,"gmtCreate":1623748781634,"gmtModify":1704210338723,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187838018","repostId":"1180935322","repostType":4,"repost":{"id":"1180935322","pubTimestamp":1623743595,"share":"https://ttm.financial/m/news/1180935322?lang=&edition=fundamental","pubTime":"2021-06-15 15:53","market":"us","language":"en","title":"There’s a Big Divergence Developing in Inflation Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1180935322","media":"Bloomberg","summary":"Older people who remember bouts of high inflation see much stronger price pressures ahead.","content":"<p>Inflation is always and everywhere a monetary phenomenon, according to Milton Friedman. It’s also a massively subjective experience.</p>\n<p>People might have different impressions of inflation depending on their own personal ‘baskets’ of recurrent items, but they can also have different concerns based on their personal history with&nbsp;price pressures. Those who lived through the 1970s, for instance, might be far more inclined to seeWeimar-esque hyperinflationlurking around the corner, while those who’ve never witnessed inflation hit 2% are far more sanguine.</p>\n<p>As&nbsp;Ulrike Malmendierand&nbsp;Stefan Nagelput it in their seminal 2016 paper examining how people actually form&nbsp;inflation expectations:</p>\n<blockquote>\n “Such learning from experience carries two central implications. First, expectations are history-dependent. Cohorts that have lived through periods of high inflation for a substantial amount of time have higher inflation expectations than individuals who have mostly experienced low inflation.\n</blockquote>\n<blockquote>\n Second, beliefs are heterogeneous. Young individuals place more weight on recent data than older individuals since recent experiences make up a larger part of their life-times so far. As a result, different generations tend to disagree about the future.”\n</blockquote>\n<p>That dynamic is now fully apparent, according to data from the New York Fed, with a schism now developing between younger survey respondents who expect inflation to hit 3.19% in a year,&nbsp;and an older generation who sees it getting close to 5% within the same time period.</p>\n<p>So while respondents across the spectrum of ages do see inflation trending higher,&nbsp;the olds expect a much higher rate than the youngs.</p>\n<p>Median one-year ahead expected inflation rate by age group</p>\n<p><img src=\"https://static.tigerbbs.com/29689a621effc70feb1657ffbfb870d9\" tg-width=\"648\" tg-height=\"303\">Now would be a good time to ask whether economic policy takes into account age-like schisms and whether the impression of higher inflation from those over 60 might be the latest thing for members of the FOMC to strip out of inflation data as transitory&nbsp;or otherwise ‘noisy.’</p>\n<p>It’s also worth mentioning&nbsp;that Malmendier’slatest workfocuses on central bankers’ own history with inflation, concluding that “personal lifetime experiences significantly affect the inflation forecasts, voting behavior, tone of speeches, and federal funds target rate decisions of FOMC members.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>There’s a Big Divergence Developing in Inflation Expectations</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\">\nThere’s a Big Divergence Developing in Inflation Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-15/there-s-a-big-divergence-developing-in-inflation-expectations><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation is always and everywhere a monetary phenomenon, according to Milton Friedman. It’s also a massively subjective experience.\nPeople might have different impressions of inflation depending on ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-15/there-s-a-big-divergence-developing-in-inflation-expectations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-15/there-s-a-big-divergence-developing-in-inflation-expectations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180935322","content_text":"Inflation is always and everywhere a monetary phenomenon, according to Milton Friedman. It’s also a massively subjective experience.\nPeople might have different impressions of inflation depending on their own personal ‘baskets’ of recurrent items, but they can also have different concerns based on their personal history with price pressures. Those who lived through the 1970s, for instance, might be far more inclined to seeWeimar-esque hyperinflationlurking around the corner, while those who’ve never witnessed inflation hit 2% are far more sanguine.\nAs Ulrike Malmendierand Stefan Nagelput it in their seminal 2016 paper examining how people actually form inflation expectations:\n\n “Such learning from experience carries two central implications. First, expectations are history-dependent. Cohorts that have lived through periods of high inflation for a substantial amount of time have higher inflation expectations than individuals who have mostly experienced low inflation.\n\n\n Second, beliefs are heterogeneous. Young individuals place more weight on recent data than older individuals since recent experiences make up a larger part of their life-times so far. As a result, different generations tend to disagree about the future.”\n\nThat dynamic is now fully apparent, according to data from the New York Fed, with a schism now developing between younger survey respondents who expect inflation to hit 3.19% in a year, and an older generation who sees it getting close to 5% within the same time period.\nSo while respondents across the spectrum of ages do see inflation trending higher, the olds expect a much higher rate than the youngs.\nMedian one-year ahead expected inflation rate by age group\nNow would be a good time to ask whether economic policy takes into account age-like schisms and whether the impression of higher inflation from those over 60 might be the latest thing for members of the FOMC to strip out of inflation data as transitory or otherwise ‘noisy.’\nIt’s also worth mentioning that Malmendier’slatest workfocuses on central bankers’ own history with inflation, concluding that “personal lifetime experiences significantly affect the inflation forecasts, voting behavior, tone of speeches, and federal funds target rate decisions of FOMC members.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187830630,"gmtCreate":1623748673220,"gmtModify":1704210336271,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187830630","repostId":"1130157766","repostType":4,"repost":{"id":"1130157766","pubTimestamp":1623743342,"share":"https://ttm.financial/m/news/1130157766?lang=&edition=fundamental","pubTime":"2021-06-15 15:49","market":"us","language":"en","title":"Nvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme","url":"https://stock-news.laohu8.com/highlight/detail?id=1130157766","media":"seekingalpha","summary":"Summary\n\nNvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.\nBut if","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.</li>\n <li>But if they move to crypto, they admit RTX 3000 series cards have been selling in droves - negating any paper launch theories.</li>\n <li>Management, though, is now becoming much more transparent with crypto revenue as it dives directly into the growing market.</li>\n <li>The market can now assess the at-risk revenue and understand the risk-adjusted return for Nvidia, which is why the stock has risen in the face of growing crypto revenue.</li>\n <li>There won't be any cannibalizing of Gaming division revenue as gamers will now take up the slack with RTX 30XX making up less than 4% of the market.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00e894af87a4cdb30b9a1f647d2ee42d\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>StefaNikolic/E+ via Getty Images</span></p>\n<p>Another record quarter was put on the table just over two weeks ago when Nvidia (NVDA) announced even better revenue than even it anticipated&nbsp;in a late quarter update. But the guide was even more out of this world, showing analysts they're way off base in their models. This is causing the bears to move from one argument to another as each gets debunked through raw financial numbers. But now they're walking into a crypto debate where the bulls have more transparency and data on their side than any other time. Unfortunately, the crypto bear thesis is not the one to take this time around. Gaming revenue growth will not slow as there's a huge RTX 3000 series opportunity with less than 4% of the GPU market share, just as supply receives a much-needed reprieve with crypto migrating to a new SKU altogether. The market appreciates the mitigated risk with crypto revenue transparency, allowing the stock to sustain a premium valuation.</p>\n<p><b>Paper Launch, Remember?</b></p>\n<p>At first, the bears postulated the RTX 3000 series debut was a paper launch because there was such limited supply. Gamers across the internet were up in arms because so few cards could be bought, sold out everywhere. Limited supply has continued to plague the 3000 series since then.</p>\n<p>But Gaming revenue has gone from $1.65B before the RTX 3000 launch to $2.76B in the latest quarter, causing this bear talking point to fade over the last several months.</p>\n<p>If the 3000 cards were so limited in supply, what accounts for the consistent monstrous quarter-over-quarter growth in the Gaming division?</p>\n<p>Ah, I'm glad you asked.</p>\n<p>It's clearly the selling of more than just a few (paper) RTX 3000 cards.</p>\n<p><b>Crypto Is The Talking Point, Again</b></p>\n<p>That question brings us to the latest bear talking point - crypto. If the bears move to this point, they have given up on the paper launch argument. That's because to mine crypto, you need a powerful GPU, and that powerful GPU is an RTX 3000 series card. So either there are very few 3000 series being sold (paper launch) - which doesn't allow a crypto bubble to be an issue - or there are indeed enough 3000 cards to meaningfully show up on the top line and debate how much is due to crypto-related sales.</p>\n<p>But the crypto debate is much harder to prove for either side. Historically it has been a bit of a closed box in terms of what cards have been sold to crypto miners and which ones have gotten into \"real\" gamers' hands. The bears can point to this and say that whatever RTX 3000 series cards have been sold over the last several months were for crypto mining.</p>\n<p>And you might be wondering, \"Why is this a big deal? Revenue is revenue, regardless of who's buying the card.\"</p>\n<p>This might be true if it wasn't for the volatile nature of the cryptocurrency world. Mining crypto is a profitability equation of how high the hash rate of a processor is (how fast it can complete the crypto calculations on the blockchain to receive a reward) and how much that particular crypto is worth on the market. The higher the crypto price, the higher the incentive to mine (the reward is bigger in pure dollar terms).</p>\n<p>But in 2018, after the \"crypto bubble\" deflated when the price of Bitcoin (BTC-USD) and Ethereum (ETH-USD) plummeted 85% from then all-time highs, Nvidia's revenue took a hit. Suddenly the cards of 2018 were not profitable to mine at depressed prices. It appeared a lot of the Gaming division sales were tied to crypto, or at least enough to knock growth off-kilter. As a result, the company experienced negative top-line growth throughout the following year.</p>\n<p>This is why the word crypto spoken by management, along with the crypto volatility with Bitcoin and Ethereum 50% off the latest all-time highs, brings a shiver down the market's spine.</p>\n<p>It sees 2018 playing out all over again.</p>\n<p><b>Facing The Crypto Thesis Head On</b></p>\n<p>However, bulls have more data over the last two quarters than they did in the 2018 crypt bust, with the strongest talking point to date coming just a few weeks ago. That point is the new RTX 3000 SKUs which will physically limit the hash rate of the cards, deterring miners from buying cards and opening up supply to gamers for typical GPU use.</p>\n<p>But if crypto is a major part of Gaming division revenue and the company is going to hardware limit the hash rates to make them unprofitable to mine crypto, future Gaming revenue will undoubtedly suffer.</p>\n<p>Right?</p>\n<p>Apparently not; guidance isn't telling us that story. With the current quarter running from May through July and the&nbsp;new \"hash lite\" RTX cards shipping at the end of May, guidance was still $6.3B in revenue versus The Street consensus of $5.48B.</p>\n<p>The hidden gem in the guide was the additional data bulls have needed for some time: a breakdown of revenue from CMPs (crypto mining processors). The company created CMPs to serve the industrial crypto mining community to provide better performance (by focusing processing power specifically on hashing and removing graphic rendering capabilities) and separate the supply between miners and gamers. This works to benefit investors as this breakdown of revenue allows for better risk analysis of overall revenue.</p>\n<p>And that is the key to the crypto cycle this time around.</p>\n<p>The&nbsp;guide for FQ2 included $400M of revenue for CMP products&nbsp;(as shown under the OEM/Other category). You might see this as a huge risk (relative to overall revenue), but this has now made the risk a solid number. Before this CMP breakdown, the market and analysts had to rely on rough estimates based in wide ranges to understand how much the Gaming division had downside risk built into it due to crypto.</p>\n<p>Why has the market responded positively to the expected 158% quarter-over-quarter growth, which follows 114% sequential growth in the just reported quarter for CMP? Because the market can assess the risk to the downside now - uncertainty has been mitigated.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10c92c645e86c40c1af4be579b56fab8\" tg-width=\"635\" tg-height=\"403\"><span>Data byYCharts</span></p>\n<p>The market knows $400M is the mark now. The rest of the divisions are more understood, and channel checks are more accurate there. The question mark has been crypto, and the company is now being the most transparent about it.</p>\n<p><b>Outlook For Gaming</b></p>\n<p>This then begs the question: how much will be cannibalized from the Gaming division?</p>\n<p>Not much if we continue doing the math on the FQ2 guide. After backing out the $400M of CMP sales, we're left with a guide of $5.9B. That's still $420M of outperformance analysts didn't account for, while the Gaming division will technically see two \"hits\" to its growth, each for the same reason. Not only is there a separate product line for crypto, but the RTX cards will also have their inherent mining performance throttled. This should provide no reason to continue using RTX cards as the best value for mining (relatively cheap compared to ASICs with still profitable processing power).</p>\n<p>Of course, not all of the $420M guidance raise is for Gaming. Still, considering it's the largest division with 48% of revenue in the last quarter, it stands that analysts will meaningfully raise estimates for the Gaming division.</p>\n<p>But then, where's the Gaming growth coming from in the quarters ahead?</p>\n<p>Gamers will be the clear demand driver now. Supply should now make its way toward the gamers who have been trying to get a 3000 series card for the last eight months. You don't have to Google very much to find folks still patiently - and impatiently - waiting for their 3000 series card.</p>\n<p>There's a huge runway for upgrades from prior RTX cards and GTX cards as the market penetration of RTX 30XX cards is still less than 4%, around 3.64%, according to Steam's monthly hardware survey. And that's growing each month since January across the SKU board. This compares to the current gamer market share of all other Nvidia cards of 68.6%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/828d8670b5f989162d31b002ead58ab0\" tg-width=\"640\" tg-height=\"109\"><span>(Source:Steam Hardware Survey)</span></p>\n<p>And if you're concerned about the lack of upgrades from RTX 20XX cards since they're only one generation behind, the non-RTX portion of the market makes up 55.11%. So there's a huge greenfield for upgrades to the 3000 series ahead with supply opening up to the real gamers.</p>\n<p><b>Outperformance To Continue</b></p>\n<p>Management has been tackling the market's concerns head-on, contrary to 2018. It has been able to capitalize on a strained crypto market because its GPU-based CMP processors are above and beyond anything anyone has ever produced. This time it did it correctly with much better transparency - the market appreciates the calculated risk.</p>\n<p>There's still further bullishness as Nvidia enters a crypto market dominated by ASICs, which tend to have very limited supply and very long lead times. Nvidia is capitalizing on the market using its larger contract position with fabs like Taiwan Semiconductor (TSM) and Samsung (OTC:SSNLF)(OTC:SSNNF) to produce competitive mining processors.</p>\n<p>Eventually, the transition of Ethereum (ETH-USD) to proof-of-stake from proof-of-work may serve as a headwind rather than a tailwind. Still, this risk is much further out as not only will the transition start in early 2022, but miners are expected to remain on the network&nbsp;for at least a year after the transition.</p>\n<p>It comes down to this: if the market has the data it needs to calculate the at-risk revenue easily, the market won't be as skittish to value Nvidia at the multiples it has grown to. Add in the huge upside to revenue for FQ2 with gamers now able to dive into the consumer market more fully, and you have a continuation for the Gaming division to outperform through at least year-end, if not well into 2022. For a long-term shareholder, there are further returns ahead for the stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Crypto Concerns Are Cancelled, Gaming To Reign Supreme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4434754-nvidias-crypto-concerns-are-cancelled-gaming-to-reign-supreme><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.\nBut if they move to crypto, they admit RTX 3000 series cards have been selling in droves - negating any ...</p>\n\n<a href=\"https://seekingalpha.com/article/4434754-nvidias-crypto-concerns-are-cancelled-gaming-to-reign-supreme\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4434754-nvidias-crypto-concerns-are-cancelled-gaming-to-reign-supreme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130157766","content_text":"Summary\n\nNvidia's massive FQ2 guidance raise brings bears (back) to the crypto talking point.\nBut if they move to crypto, they admit RTX 3000 series cards have been selling in droves - negating any paper launch theories.\nManagement, though, is now becoming much more transparent with crypto revenue as it dives directly into the growing market.\nThe market can now assess the at-risk revenue and understand the risk-adjusted return for Nvidia, which is why the stock has risen in the face of growing crypto revenue.\nThere won't be any cannibalizing of Gaming division revenue as gamers will now take up the slack with RTX 30XX making up less than 4% of the market.\n\nStefaNikolic/E+ via Getty Images\nAnother record quarter was put on the table just over two weeks ago when Nvidia (NVDA) announced even better revenue than even it anticipated in a late quarter update. But the guide was even more out of this world, showing analysts they're way off base in their models. This is causing the bears to move from one argument to another as each gets debunked through raw financial numbers. But now they're walking into a crypto debate where the bulls have more transparency and data on their side than any other time. Unfortunately, the crypto bear thesis is not the one to take this time around. Gaming revenue growth will not slow as there's a huge RTX 3000 series opportunity with less than 4% of the GPU market share, just as supply receives a much-needed reprieve with crypto migrating to a new SKU altogether. The market appreciates the mitigated risk with crypto revenue transparency, allowing the stock to sustain a premium valuation.\nPaper Launch, Remember?\nAt first, the bears postulated the RTX 3000 series debut was a paper launch because there was such limited supply. Gamers across the internet were up in arms because so few cards could be bought, sold out everywhere. Limited supply has continued to plague the 3000 series since then.\nBut Gaming revenue has gone from $1.65B before the RTX 3000 launch to $2.76B in the latest quarter, causing this bear talking point to fade over the last several months.\nIf the 3000 cards were so limited in supply, what accounts for the consistent monstrous quarter-over-quarter growth in the Gaming division?\nAh, I'm glad you asked.\nIt's clearly the selling of more than just a few (paper) RTX 3000 cards.\nCrypto Is The Talking Point, Again\nThat question brings us to the latest bear talking point - crypto. If the bears move to this point, they have given up on the paper launch argument. That's because to mine crypto, you need a powerful GPU, and that powerful GPU is an RTX 3000 series card. So either there are very few 3000 series being sold (paper launch) - which doesn't allow a crypto bubble to be an issue - or there are indeed enough 3000 cards to meaningfully show up on the top line and debate how much is due to crypto-related sales.\nBut the crypto debate is much harder to prove for either side. Historically it has been a bit of a closed box in terms of what cards have been sold to crypto miners and which ones have gotten into \"real\" gamers' hands. The bears can point to this and say that whatever RTX 3000 series cards have been sold over the last several months were for crypto mining.\nAnd you might be wondering, \"Why is this a big deal? Revenue is revenue, regardless of who's buying the card.\"\nThis might be true if it wasn't for the volatile nature of the cryptocurrency world. Mining crypto is a profitability equation of how high the hash rate of a processor is (how fast it can complete the crypto calculations on the blockchain to receive a reward) and how much that particular crypto is worth on the market. The higher the crypto price, the higher the incentive to mine (the reward is bigger in pure dollar terms).\nBut in 2018, after the \"crypto bubble\" deflated when the price of Bitcoin (BTC-USD) and Ethereum (ETH-USD) plummeted 85% from then all-time highs, Nvidia's revenue took a hit. Suddenly the cards of 2018 were not profitable to mine at depressed prices. It appeared a lot of the Gaming division sales were tied to crypto, or at least enough to knock growth off-kilter. As a result, the company experienced negative top-line growth throughout the following year.\nThis is why the word crypto spoken by management, along with the crypto volatility with Bitcoin and Ethereum 50% off the latest all-time highs, brings a shiver down the market's spine.\nIt sees 2018 playing out all over again.\nFacing The Crypto Thesis Head On\nHowever, bulls have more data over the last two quarters than they did in the 2018 crypt bust, with the strongest talking point to date coming just a few weeks ago. That point is the new RTX 3000 SKUs which will physically limit the hash rate of the cards, deterring miners from buying cards and opening up supply to gamers for typical GPU use.\nBut if crypto is a major part of Gaming division revenue and the company is going to hardware limit the hash rates to make them unprofitable to mine crypto, future Gaming revenue will undoubtedly suffer.\nRight?\nApparently not; guidance isn't telling us that story. With the current quarter running from May through July and the new \"hash lite\" RTX cards shipping at the end of May, guidance was still $6.3B in revenue versus The Street consensus of $5.48B.\nThe hidden gem in the guide was the additional data bulls have needed for some time: a breakdown of revenue from CMPs (crypto mining processors). The company created CMPs to serve the industrial crypto mining community to provide better performance (by focusing processing power specifically on hashing and removing graphic rendering capabilities) and separate the supply between miners and gamers. This works to benefit investors as this breakdown of revenue allows for better risk analysis of overall revenue.\nAnd that is the key to the crypto cycle this time around.\nThe guide for FQ2 included $400M of revenue for CMP products (as shown under the OEM/Other category). You might see this as a huge risk (relative to overall revenue), but this has now made the risk a solid number. Before this CMP breakdown, the market and analysts had to rely on rough estimates based in wide ranges to understand how much the Gaming division had downside risk built into it due to crypto.\nWhy has the market responded positively to the expected 158% quarter-over-quarter growth, which follows 114% sequential growth in the just reported quarter for CMP? Because the market can assess the risk to the downside now - uncertainty has been mitigated.\nData byYCharts\nThe market knows $400M is the mark now. The rest of the divisions are more understood, and channel checks are more accurate there. The question mark has been crypto, and the company is now being the most transparent about it.\nOutlook For Gaming\nThis then begs the question: how much will be cannibalized from the Gaming division?\nNot much if we continue doing the math on the FQ2 guide. After backing out the $400M of CMP sales, we're left with a guide of $5.9B. That's still $420M of outperformance analysts didn't account for, while the Gaming division will technically see two \"hits\" to its growth, each for the same reason. Not only is there a separate product line for crypto, but the RTX cards will also have their inherent mining performance throttled. This should provide no reason to continue using RTX cards as the best value for mining (relatively cheap compared to ASICs with still profitable processing power).\nOf course, not all of the $420M guidance raise is for Gaming. Still, considering it's the largest division with 48% of revenue in the last quarter, it stands that analysts will meaningfully raise estimates for the Gaming division.\nBut then, where's the Gaming growth coming from in the quarters ahead?\nGamers will be the clear demand driver now. Supply should now make its way toward the gamers who have been trying to get a 3000 series card for the last eight months. You don't have to Google very much to find folks still patiently - and impatiently - waiting for their 3000 series card.\nThere's a huge runway for upgrades from prior RTX cards and GTX cards as the market penetration of RTX 30XX cards is still less than 4%, around 3.64%, according to Steam's monthly hardware survey. And that's growing each month since January across the SKU board. This compares to the current gamer market share of all other Nvidia cards of 68.6%.\n(Source:Steam Hardware Survey)\nAnd if you're concerned about the lack of upgrades from RTX 20XX cards since they're only one generation behind, the non-RTX portion of the market makes up 55.11%. So there's a huge greenfield for upgrades to the 3000 series ahead with supply opening up to the real gamers.\nOutperformance To Continue\nManagement has been tackling the market's concerns head-on, contrary to 2018. It has been able to capitalize on a strained crypto market because its GPU-based CMP processors are above and beyond anything anyone has ever produced. This time it did it correctly with much better transparency - the market appreciates the calculated risk.\nThere's still further bullishness as Nvidia enters a crypto market dominated by ASICs, which tend to have very limited supply and very long lead times. Nvidia is capitalizing on the market using its larger contract position with fabs like Taiwan Semiconductor (TSM) and Samsung (OTC:SSNLF)(OTC:SSNNF) to produce competitive mining processors.\nEventually, the transition of Ethereum (ETH-USD) to proof-of-stake from proof-of-work may serve as a headwind rather than a tailwind. Still, this risk is much further out as not only will the transition start in early 2022, but miners are expected to remain on the network for at least a year after the transition.\nIt comes down to this: if the market has the data it needs to calculate the at-risk revenue easily, the market won't be as skittish to value Nvidia at the multiples it has grown to. Add in the huge upside to revenue for FQ2 with gamers now able to dive into the consumer market more fully, and you have a continuation for the Gaming division to outperform through at least year-end, if not well into 2022. For a long-term shareholder, there are further returns ahead for the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187898428,"gmtCreate":1623748525064,"gmtModify":1704210326167,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187898428","repostId":"1114926830","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187802039,"gmtCreate":1623748311521,"gmtModify":1704210313753,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"NICE!&nbsp;","listText":"NICE!&nbsp;","text":"NICE!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187802039","repostId":"1119457448","repostType":4,"repost":{"id":"1119457448","pubTimestamp":1623746713,"share":"https://ttm.financial/m/news/1119457448?lang=&edition=fundamental","pubTime":"2021-06-15 16:45","market":"us","language":"en","title":"China's electric car leaders predict new energy vehicles will dominate the local market by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=1119457448","media":"cnbc","summary":"New energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.Nio founder William Li predicted a higher penetration rate of 90%.The central government would like 20% of new cars sold to be new energy vehicles by 2025.BEIJING — New energy vehicles will dominate the world's largest auto market in about ten years, two executives from major Chinese electric car companies predicted over the weeke","content":"<div>\n<p>KEY POINTS\n\nNew energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.\nNio founder William...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's electric car leaders predict new energy vehicles will dominate the local market by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's electric car leaders predict new energy vehicles will dominate the local market by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nNew energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.\nNio founder William...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","00285":"比亚迪电子","002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119457448","content_text":"KEY POINTS\n\nNew energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.\nNio founder William Li predicted a higher penetration rate of 90%.\nThe central government would like 20% of new cars sold to be new energy vehicles by 2025.\n\nBEIJING — New energy vehicles will dominate the world's largest auto market in about ten years, two executives from major Chinese electric car companies predicted over the weekend.\nNew energy vehicles refer to battery-powered and hybrid cars. The category accounted for more than 10% of new car sales in China in March, and grew to 11.4% in May, said Wang Chuanfu, founder ofBYD.\nHe forecast that the penetration rate would surge to more than 70% in 2030. That's according to a transcript the company provided of his remarks at the China Auto Chongqing Summit held June 12 and 13.\nWilliam Li, founder and CEO of electric car start-upNio, was more optimistic. He predicted thatso-called smart electric cars would account for 90% of new car sales in 2030, according to Chinese media reports.\nNio did not have anything to add when contacted by CNBC. The U.S.-listed automaker leads its start-up peers in terms of monthly deliveries.\nBut Nio’sdeliveries of 6,711 cars in May fell from 7,102 in April, remaining well below that of BYD.\nIn May, BYD said its new energy passenger car sales rose 23% from the prior month to 31,681 vehicles, of which just over half — or 18,711 — were powered only by batteries.\nThe company’s Han sedan ranks among the five best-selling new energy vehicles sold in China — just behind Tesla’s Model 3 and Model Y for the first five months of the year, according to the China Passenger Car Association.\nIn first place is a budget electric car, theWuling Hongguang Mini, developed under aGeneral Motors’ joint venture in China.\nChinese brands to dominate\nMany foreign automakers such as Volkswagen have looked tolaunch electric cars in China first, where sales of battery-powered vehicles have gotten aboost from central government subsidies and other preferential policies.\nBeijing would like20% of new cars sold to be new energy vehiclesby 2025.\nAs the local new energy vehicle market grows, BYD’s Wang said he expects Chinese car brands will be able to account for 60% by 2030, thanks partly to their grasp of core technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187808272,"gmtCreate":1623748277196,"gmtModify":1704210312131,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/187808272","repostId":"1114926830","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582333319158387","authorId":"3582333319158387","authorIdStr":"3582333319158387","name":"VicenteC","avatar":"https://static.tigerbbs.com/689b881755401202ca4cb4f0ce93ef55","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582333319158387"},"content":"cool reply xchange","text":"cool reply xchange","html":"cool reply xchange"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187173990,"gmtCreate":1623747975110,"gmtModify":1704210296179,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>holy shit another dilution","listText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>holy shit another dilution","text":"$Document Security(DSS)$holy shit another dilution","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187173990","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106548056,"gmtCreate":1620136311175,"gmtModify":1704339142555,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"oh my god.&nbsp;","listText":"oh my god.&nbsp;","text":"oh my god.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106548056","repostId":"1138710102","repostType":4,"repost":{"id":"1138710102","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":1620137100,"share":"https://ttm.financial/m/news/1138710102?lang=&edition=fundamental","pubTime":"2021-05-04 22:05","market":"us","language":"en","title":"Stocks decline after a solid start to May, Nasdaq drops 2% as tech shares lead losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1138710102","media":"Tiger Newspress","summary":"Stocks decline after a solid start to May, Nasdaq drops 2% as tech shares lead losses.","content":"<p>Stocks decline after a solid start to May, Nasdaq drops 2% as tech shares lead losses.</p><p><img src=\"https://static.tigerbbs.com/ee4ae8851c5a16e2e3e9d68d897290be\" tg-width=\"911\" tg-height=\"479\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/502df96f55dc73ee648004ce97da0e5c\" tg-width=\"1866\" 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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138710102","content_text":"Stocks decline after a solid start to May, Nasdaq drops 2% as tech shares lead losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109823269,"gmtCreate":1619684346751,"gmtModify":1704727959498,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Lets a gooooo","listText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Lets a gooooo","text":"$Schwab International Dividend Equity ETF(SCHY)$Lets a gooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109823269","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109823964,"gmtCreate":1619684309758,"gmtModify":1704727959984,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Buy and hold this shit til you retire boys","listText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Buy and hold this shit til you retire boys","text":"$Schwab International Dividend Equity ETF(SCHY)$Buy and hold this shit til you retire boys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109823964","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355532678,"gmtCreate":1617083582194,"gmtModify":1704801738344,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355532678","repostId":"2123629452","repostType":4,"repost":{"id":"2123629452","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the 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mid-February.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung Electronics says Texas chip production close to normal levels</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Electronics says Texas chip production close to normal levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-30 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SEOUL, March 30 (Reuters) - Samsung Electronics' U.S. chip plant at Austin, Texas has reached production close to normal levels as of last week, a company spokesman said on Tuesday.</p><p>Samsung and other chipmakers with production facilities in the area had seen shutdowns caused by severe weather in mid-February.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123629452","content_text":"SEOUL, March 30 (Reuters) - Samsung Electronics' U.S. chip plant at Austin, Texas has reached production close to normal levels as of last week, a company spokesman said on Tuesday.Samsung and other chipmakers with production facilities in the area had seen shutdowns caused by severe weather in mid-February.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324603892,"gmtCreate":1615987837616,"gmtModify":1704789354260,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Help la.&nbsp;","listText":"Help la.&nbsp;","text":"Help la.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324603892","repostId":"1117419062","repostType":4,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322525598,"gmtCreate":1615817442514,"gmtModify":1704787012873,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Daaamn","listText":"Daaamn","text":"Daaamn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322525598","repostId":"1168136589","repostType":4,"repost":{"id":"1168136589","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":1615817089,"share":"https://ttm.financial/m/news/1168136589?lang=&edition=fundamental","pubTime":"2021-03-15 22:04","market":"us","language":"en","title":"AMC jumps about 18% as it plans to open all California locations","url":"https://stock-news.laohu8.com/highlight/detail?id=1168136589","media":"Tiger Newspress","summary":"AMC Entertainment is17.83% higheron its plans toreopen nearly all of its California locations this w","content":"<p>AMC Entertainment&nbsp;is17.83% higheron its plans toreopen nearly all of its California locations this week, startingwith two flagship locations in Los Angeles today.</p><p><img src=\"https://static.tigerbbs.com/0c13207d6d736ff15684ecc67214e7b0\" tg-width=\"724\" tg-height=\"495\"></p><p>AMC's Burbank 16 and Century City 15 will reopen this afternoon.</p><p>Meanwhile, the remaining 23 movie theaters in Los Angeles County will be back in action on Friday, March 19. And the company plans to open nearly all 56 California locations Friday so long as local approvals are in place.</p><p>\"To put the magnitude of Los Angeles reopening in perspective, as a movie market, the L.A. DMA is about double the size of the New York City market, which just finished last weekend as the No. 1 DMA in our circuit for box office,\" says AMC CEO Adam Aron.</p><p>Meanwhile, AMC's various rallies and equity raises have resulted in China's Dalian Wanda Group losing majority control, though it continues to be its largest shareholder.</p><p>As of October, Wanda held 37.7% of AMC and 64.5% of its voting power, but AMC notes Wanda has now shrunk its stake and voting power to 9.8%.</p><p>AMC also indicated in its earnings this week that it had come to an acceptable deal with Warner Bros. in order tokeep exhibiting those films even as they appear simultaneously on HBO Max.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC jumps about 18% as it plans to open all California locations</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\">\nAMC jumps about 18% as it plans to open all California locations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-03-15 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>AMC Entertainment&nbsp;is17.83% higheron its plans toreopen nearly all of its California locations this week, startingwith two flagship locations in Los Angeles today.</p><p><img src=\"https://static.tigerbbs.com/0c13207d6d736ff15684ecc67214e7b0\" tg-width=\"724\" tg-height=\"495\"></p><p>AMC's Burbank 16 and Century City 15 will reopen this afternoon.</p><p>Meanwhile, the remaining 23 movie theaters in Los Angeles County will be back in action on Friday, March 19. And the company plans to open nearly all 56 California locations Friday so long as local approvals are in place.</p><p>\"To put the magnitude of Los Angeles reopening in perspective, as a movie market, the L.A. DMA is about double the size of the New York City market, which just finished last weekend as the No. 1 DMA in our circuit for box office,\" says AMC CEO Adam Aron.</p><p>Meanwhile, AMC's various rallies and equity raises have resulted in China's Dalian Wanda Group losing majority control, though it continues to be its largest shareholder.</p><p>As of October, Wanda held 37.7% of AMC and 64.5% of its voting power, but AMC notes Wanda has now shrunk its stake and voting power to 9.8%.</p><p>AMC also indicated in its earnings this week that it had come to an acceptable deal with Warner Bros. in order tokeep exhibiting those films even as they appear simultaneously on HBO Max.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168136589","content_text":"AMC Entertainment is17.83% higheron its plans toreopen nearly all of its California locations this week, startingwith two flagship locations in Los Angeles today.AMC's Burbank 16 and Century City 15 will reopen this afternoon.Meanwhile, the remaining 23 movie theaters in Los Angeles County will be back in action on Friday, March 19. And the company plans to open nearly all 56 California locations Friday so long as local approvals are in place.\"To put the magnitude of Los Angeles reopening in perspective, as a movie market, the L.A. DMA is about double the size of the New York City market, which just finished last weekend as the No. 1 DMA in our circuit for box office,\" says AMC CEO Adam Aron.Meanwhile, AMC's various rallies and equity raises have resulted in China's Dalian Wanda Group losing majority control, though it continues to be its largest shareholder.As of October, Wanda held 37.7% of AMC and 64.5% of its voting power, but AMC notes Wanda has now shrunk its stake and voting power to 9.8%.AMC also indicated in its earnings this week that it had come to an acceptable deal with Warner Bros. in order tokeep exhibiting those films even as they appear simultaneously on HBO Max.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364004525,"gmtCreate":1614783593167,"gmtModify":1704775213995,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364004525","repostId":"1142291726","repostType":4,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":324603892,"gmtCreate":1615987837616,"gmtModify":1704789354260,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Help la.&nbsp;","listText":"Help la.&nbsp;","text":"Help la.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/324603892","repostId":"1117419062","repostType":4,"repost":{"id":"1117419062","pubTimestamp":1615986901,"share":"https://ttm.financial/m/news/1117419062?lang=&edition=fundamental","pubTime":"2021-03-17 21:15","market":"us","language":"en","title":"Markets keep telling the Federal Reserve it's behind the curve: At the Open","url":"https://stock-news.laohu8.com/highlight/detail?id=1117419062","media":"seekingalpha","summary":"The Federal Open Market Committee will release its decision and updated Summary of Economic Projecti","content":"<p>The Federal Open Market Committee will release its decision and updated Summary of Economic Projections at 2 p.m. ET today,with Fed chief Jerome Powell speaking half an hour later.</p>\n<p>While the chief concern for equity market remains whether the Fed takes the punch bowl away, the bond market is signaling that the Fed is late to the party in dealing with inflation.</p>\n<p>Treasury sellers aren't keeping powder dry ahead of the decision and are pushing longer yields up sharply this morning, steepening the curve.</p>\n<p>The 10-year is up 4 basis points to 1.66%, a post-pandemic high, and the 30-year is up 3 basis points to 2.42%, the highest since late 2019.</p>\n<p>(NYSEARCA:TBT)&nbsp;+1.8%,(NASDAQ:TLT)&nbsp;-0.9%,(NYSEARCA:TIP)&nbsp;-0.1%,(NASDAQ:IEF)&nbsp;-0.5%,(NASDAQ:BND)&nbsp;-0.2%,(NASDAQ:VGLT)&nbsp;-0.9%,(NASDAQ:IEI)&nbsp;-0.2%</p>\n<p>That's puttingpressure on stocks premarket.</p>\n<p>(NYSEARCA:SPY)&nbsp;-0.3%,(NASDAQ:QQQ),&nbsp;-1%</p>\n<p>A lot of attention is already on whether the FOMC willupdate its dot-plot to indicate an expected interest rate hike in 2023.</p>\n<p>In December's SEP, only one of the 17 Fed officials expected a rate increase next year, and only five of them projected a hike in 2023.</p>\n<p>But the markets see things moving much faster.</p>\n<p>Fed funds futures are already pricing in one hike in 2022 and three hikes in 2023.</p>\n<p>\"If a majority of dots show a hike this time, it would represent a step back from the Fed's 'lower for longer' stance,\" Brian Rose, senior economist Americas at UBS, writes in a blog. \"However, markets are already pricing in rate hikes by 2023, so this might not trigger much of a reaction.\"</p>\n<p>Along with fed funds futures expectations, there's what yields, which have captured the attention of equity investors, are telling the market.</p>\n<p>The highs in the 10-year ahead of the meeting are telling, according to DataTrek Research.</p>\n<p>\"This is something like a stock making a new high ahead of an earnings release. Maybe someone knows something, or maybe it’s just the market jamming the mosaic together into a tighter picture,\" DataTrekwrites. \"Either way, it’s an important signal and sits well with the idea the Fed will be upbeat on the US economy and very, very reassuring that Fed Funds are going nowhere any time soon.\"</p>\n<p>But despite Treasury yields continuing to sell off, \"credit spreads have remained well behaved. In addition, the equity market has been relatively unfazed with the drop in the VIX we have seen over the past several sessions,\" Jefferies Head of Strategy Sean Darby says.</p>\n<p>Another big question for the meeting is whether there is any indication of tapering the Fed's asset purchases of $120B per month.</p>\n<p>Up until now \"Powell has been saying that it's too soon for the Fed to start thinking about tapering its asset purchases. We expect him to maintain that stance, but a change in messaging could trigger a big market reaction,\" Rose writes.</p>\n<p>Inflation and a taper tantrumtopped COVID as the biggest concerns for portfolios in BofA's latest fund managers' survey.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Markets keep telling the Federal Reserve it's behind the curve: At the Open</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\">\nMarkets keep telling the Federal Reserve it's behind the curve: At the Open\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3673545-markets-keep-telling-the-federal-reserve-its-behind-the-curve><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Open Market Committee will release its decision and updated Summary of Economic Projections at 2 p.m. ET today,with Fed chief Jerome Powell speaking half an hour later.\nWhile the chief ...</p>\n\n<a href=\"https://seekingalpha.com/news/3673545-markets-keep-telling-the-federal-reserve-its-behind-the-curve\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/news/3673545-markets-keep-telling-the-federal-reserve-its-behind-the-curve","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1117419062","content_text":"The Federal Open Market Committee will release its decision and updated Summary of Economic Projections at 2 p.m. ET today,with Fed chief Jerome Powell speaking half an hour later.\nWhile the chief concern for equity market remains whether the Fed takes the punch bowl away, the bond market is signaling that the Fed is late to the party in dealing with inflation.\nTreasury sellers aren't keeping powder dry ahead of the decision and are pushing longer yields up sharply this morning, steepening the curve.\nThe 10-year is up 4 basis points to 1.66%, a post-pandemic high, and the 30-year is up 3 basis points to 2.42%, the highest since late 2019.\n(NYSEARCA:TBT) +1.8%,(NASDAQ:TLT) -0.9%,(NYSEARCA:TIP) -0.1%,(NASDAQ:IEF) -0.5%,(NASDAQ:BND) -0.2%,(NASDAQ:VGLT) -0.9%,(NASDAQ:IEI) -0.2%\nThat's puttingpressure on stocks premarket.\n(NYSEARCA:SPY) -0.3%,(NASDAQ:QQQ), -1%\nA lot of attention is already on whether the FOMC willupdate its dot-plot to indicate an expected interest rate hike in 2023.\nIn December's SEP, only one of the 17 Fed officials expected a rate increase next year, and only five of them projected a hike in 2023.\nBut the markets see things moving much faster.\nFed funds futures are already pricing in one hike in 2022 and three hikes in 2023.\n\"If a majority of dots show a hike this time, it would represent a step back from the Fed's 'lower for longer' stance,\" Brian Rose, senior economist Americas at UBS, writes in a blog. \"However, markets are already pricing in rate hikes by 2023, so this might not trigger much of a reaction.\"\nAlong with fed funds futures expectations, there's what yields, which have captured the attention of equity investors, are telling the market.\nThe highs in the 10-year ahead of the meeting are telling, according to DataTrek Research.\n\"This is something like a stock making a new high ahead of an earnings release. Maybe someone knows something, or maybe it’s just the market jamming the mosaic together into a tighter picture,\" DataTrekwrites. \"Either way, it’s an important signal and sits well with the idea the Fed will be upbeat on the US economy and very, very reassuring that Fed Funds are going nowhere any time soon.\"\nBut despite Treasury yields continuing to sell off, \"credit spreads have remained well behaved. In addition, the equity market has been relatively unfazed with the drop in the VIX we have seen over the past several sessions,\" Jefferies Head of Strategy Sean Darby says.\nAnother big question for the meeting is whether there is any indication of tapering the Fed's asset purchases of $120B per month.\nUp until now \"Powell has been saying that it's too soon for the Fed to start thinking about tapering its asset purchases. We expect him to maintain that stance, but a change in messaging could trigger a big market reaction,\" Rose writes.\nInflation and a taper tantrumtopped COVID as the biggest concerns for portfolios in BofA's latest fund managers' survey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187808272,"gmtCreate":1623748277196,"gmtModify":1704210312131,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/187808272","repostId":"1114926830","repostType":4,"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582333319158387","authorId":"3582333319158387","authorIdStr":"3582333319158387","name":"VicenteC","avatar":"https://static.tigerbbs.com/689b881755401202ca4cb4f0ce93ef55","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582333319158387"},"content":"cool reply xchange","text":"cool reply xchange","html":"cool reply xchange"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166818960,"gmtCreate":1624001405350,"gmtModify":1703826220531,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nicr","listText":"Nicr","text":"Nicr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166818960","repostId":"1113093847","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166811626,"gmtCreate":1624001390565,"gmtModify":1703826216809,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Comment 2","listText":"Comment 2","text":"Comment 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166811626","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109823964,"gmtCreate":1619684309758,"gmtModify":1704727959984,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Buy and hold this shit til you retire boys","listText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Buy and hold this shit til you retire boys","text":"$Schwab International Dividend Equity ETF(SCHY)$Buy and hold this shit til you retire boys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109823964","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166811166,"gmtCreate":1624001368955,"gmtModify":1703826216647,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"comment","listText":"comment","text":"comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166811166","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364004525,"gmtCreate":1614783593167,"gmtModify":1704775213995,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"no","listText":"no","text":"no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/364004525","repostId":"1142291726","repostType":4,"repost":{"id":"1142291726","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614782765,"share":"https://ttm.financial/m/news/1142291726?lang=&edition=fundamental","pubTime":"2021-03-03 22:46","market":"us","language":"en","title":"Rocket Companies fell more than 17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142291726","media":"老虎资讯综合","summary":"(March 3) RKT fell more than 16% in early trading.The stock had soared a one-day record 71.2% on Tue","content":"<p>(March 3)&nbsp;RKT fell more than 16%&nbsp;in&nbsp;early&nbsp;trading.</p><p><img src=\"https://static.tigerbbs.com/f3a2fe2d614eab9802b1184021232409\" tg-width=\"1068\" tg-height=\"517\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cc579c4238f50b4f640f4c2527a40b9a\" tg-width=\"1069\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p><p>The stock had soared a one-day record 71.2% on Tuesday on record volume of 376.6 million shares, and ran up 109.0% amid a three-day win streak, after the real estate services company reported better-than-expected fourth-quarter results and announced a special dividend of $1.11 a share. The company is presenting later Wednesday at the Morgan Stanley Technology, Media and Telecom Conference. S3 Partners said Tuesday that the stock's recent rally and short-selling activity, in which short interest increased during the rally, was \"reminiscent of another recent highflying 'meme' stock -- GameStop Inc.\" . Rocket's stock has advanced 104.8% over the past three months through Tuesday, while the S&amp;P 500 has gained 5.6%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rocket Companies fell more than 17%</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\">\nRocket Companies fell more than 17%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-03 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(March 3)&nbsp;RKT fell more than 16%&nbsp;in&nbsp;early&nbsp;trading.</p><p><img src=\"https://static.tigerbbs.com/f3a2fe2d614eab9802b1184021232409\" tg-width=\"1068\" tg-height=\"517\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/cc579c4238f50b4f640f4c2527a40b9a\" tg-width=\"1069\" tg-height=\"517\" referrerpolicy=\"no-referrer\"></p><p>The stock had soared a one-day record 71.2% on Tuesday on record volume of 376.6 million shares, and ran up 109.0% amid a three-day win streak, after the real estate services company reported better-than-expected fourth-quarter results and announced a special dividend of $1.11 a share. The company is presenting later Wednesday at the Morgan Stanley Technology, Media and Telecom Conference. S3 Partners said Tuesday that the stock's recent rally and short-selling activity, in which short interest increased during the rally, was \"reminiscent of another recent highflying 'meme' stock -- GameStop Inc.\" . Rocket's stock has advanced 104.8% over the past three months through Tuesday, while the S&amp;P 500 has gained 5.6%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKT":"Rocket Companies"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142291726","content_text":"(March 3) RKT fell more than 16% in early trading.The stock had soared a one-day record 71.2% on Tuesday on record volume of 376.6 million shares, and ran up 109.0% amid a three-day win streak, after the real estate services company reported better-than-expected fourth-quarter results and announced a special dividend of $1.11 a share. The company is presenting later Wednesday at the Morgan Stanley Technology, Media and Telecom Conference. S3 Partners said Tuesday that the stock's recent rally and short-selling activity, in which short interest increased during the rally, was \"reminiscent of another recent highflying 'meme' stock -- GameStop Inc.\" . Rocket's stock has advanced 104.8% over the past three months through Tuesday, while the S&P 500 has gained 5.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166818536,"gmtCreate":1624001429025,"gmtModify":1703826218585,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Oh no&nbsp;","listText":"Oh no&nbsp;","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166818536","repostId":"2144222007","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166811809,"gmtCreate":1624001381701,"gmtModify":1703826216970,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166811809","repostId":"2144742925","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187173990,"gmtCreate":1623747975110,"gmtModify":1704210296179,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>holy shit another dilution","listText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>holy shit another dilution","text":"$Document Security(DSS)$holy shit another dilution","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187173990","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106548056,"gmtCreate":1620136311175,"gmtModify":1704339142555,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"oh my god.&nbsp;","listText":"oh my god.&nbsp;","text":"oh my god.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106548056","repostId":"1138710102","repostType":4,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322525598,"gmtCreate":1615817442514,"gmtModify":1704787012873,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Daaamn","listText":"Daaamn","text":"Daaamn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322525598","repostId":"1168136589","repostType":4,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187695335,"gmtCreate":1623751325927,"gmtModify":1704210466198,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>damn bro I'm crying rn","listText":"<a href=\"https://laohu8.com/S/DSS\">$Document Security(DSS)$</a>damn bro I'm crying rn","text":"$Document Security(DSS)$damn bro I'm crying rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187695335","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109823269,"gmtCreate":1619684346751,"gmtModify":1704727959498,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Lets a gooooo","listText":"<a href=\"https://laohu8.com/S/SCHY\">$Schwab International Dividend Equity ETF(SCHY)$</a>Lets a gooooo","text":"$Schwab International Dividend Equity ETF(SCHY)$Lets a gooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/109823269","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355532678,"gmtCreate":1617083582194,"gmtModify":1704801738344,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355532678","repostId":"2123629452","repostType":4,"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166818613,"gmtCreate":1624001421532,"gmtModify":1703826218261,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166818613","repostId":"2144222007","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187838018,"gmtCreate":1623748781634,"gmtModify":1704210338723,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187838018","repostId":"1180935322","repostType":4,"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187830630,"gmtCreate":1623748673220,"gmtModify":1704210336271,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187830630","repostId":"1130157766","repostType":4,"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187898428,"gmtCreate":1623748525064,"gmtModify":1704210326167,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187898428","repostId":"1114926830","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187802039,"gmtCreate":1623748311521,"gmtModify":1704210313753,"author":{"id":"3574459317544548","authorId":"3574459317544548","authorIdStr":"3574459317544548","name":"Nichee","avatar":"https://static.tigerbbs.com/fd88e168bd7403ee598496e7ac256b89","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574459317544548"},"themes":[],"htmlText":"NICE!&nbsp;","listText":"NICE!&nbsp;","text":"NICE!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187802039","repostId":"1119457448","repostType":4,"repost":{"id":"1119457448","pubTimestamp":1623746713,"share":"https://ttm.financial/m/news/1119457448?lang=&edition=fundamental","pubTime":"2021-06-15 16:45","market":"us","language":"en","title":"China's electric car leaders predict new energy vehicles will dominate the local market by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=1119457448","media":"cnbc","summary":"New energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.Nio founder William Li predicted a higher penetration rate of 90%.The central government would like 20% of new cars sold to be new energy vehicles by 2025.BEIJING — New energy vehicles will dominate the world's largest auto market in about ten years, two executives from major Chinese electric car companies predicted over the weeke","content":"<div>\n<p>KEY POINTS\n\nNew energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.\nNio founder William...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's electric car leaders predict new energy vehicles will dominate the local market by 2030</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's electric car leaders predict new energy vehicles will dominate the local market by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nNew energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.\nNio founder William...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYDDY":"比亚迪ADR","00285":"比亚迪电子","002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://www.cnbc.com/2021/06/15/chinas-top-ev-car-makers-predict-new-energy-vehicles-will-dominate.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119457448","content_text":"KEY POINTS\n\nNew energy vehicles, which include electric cars, will account for 70% of China's new car sales by 2030, BYD founder Wang Chuanfu said at a conference over the weekend.\nNio founder William Li predicted a higher penetration rate of 90%.\nThe central government would like 20% of new cars sold to be new energy vehicles by 2025.\n\nBEIJING — New energy vehicles will dominate the world's largest auto market in about ten years, two executives from major Chinese electric car companies predicted over the weekend.\nNew energy vehicles refer to battery-powered and hybrid cars. The category accounted for more than 10% of new car sales in China in March, and grew to 11.4% in May, said Wang Chuanfu, founder ofBYD.\nHe forecast that the penetration rate would surge to more than 70% in 2030. That's according to a transcript the company provided of his remarks at the China Auto Chongqing Summit held June 12 and 13.\nWilliam Li, founder and CEO of electric car start-upNio, was more optimistic. He predicted thatso-called smart electric cars would account for 90% of new car sales in 2030, according to Chinese media reports.\nNio did not have anything to add when contacted by CNBC. The U.S.-listed automaker leads its start-up peers in terms of monthly deliveries.\nBut Nio’sdeliveries of 6,711 cars in May fell from 7,102 in April, remaining well below that of BYD.\nIn May, BYD said its new energy passenger car sales rose 23% from the prior month to 31,681 vehicles, of which just over half — or 18,711 — were powered only by batteries.\nThe company’s Han sedan ranks among the five best-selling new energy vehicles sold in China — just behind Tesla’s Model 3 and Model Y for the first five months of the year, according to the China Passenger Car Association.\nIn first place is a budget electric car, theWuling Hongguang Mini, developed under aGeneral Motors’ joint venture in China.\nChinese brands to dominate\nMany foreign automakers such as Volkswagen have looked tolaunch electric cars in China first, where sales of battery-powered vehicles have gotten aboost from central government subsidies and other preferential policies.\nBeijing would like20% of new cars sold to be new energy vehiclesby 2025.\nAs the local new energy vehicle market grows, BYD’s Wang said he expects Chinese car brands will be able to account for 60% by 2030, thanks partly to their grasp of core technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}