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2021-06-13

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Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public

2021-06-13

$Cassava Sciences Inc(SAVA)$Sold too early hais

2021-06-12

Like and comment thanks

S&P ekes out gains to close languid week

2021-06-12

$LIZHI Inc(LIZI)$Soon soon

2021-06-12

Tsm is the best

Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.

2021-06-12

$Tesla Motors(TSLA)$Up up up

2021-02-19

$Hims & Hers Health Inc.(HIMS)$Please make a comeback

2021-01-25

Sure fly

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2021-01-25

Nice

Get ready for Apple's first $100 billion quarter in history

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href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.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>Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public</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\">\nBranson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143408374","content_text":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC confirmed on Saturday.\nThe SPAC, led by a former Goldman Sachs partner, is NextGen Acquisition II, a person familiar with the discussions told CNBC.\nA deal expected to be announced in the coming weeks, the person said.\n\nVirgin Orbit, the satellite-launching spinoff ofSir Richard Branson’sVirgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC led by a formerGoldman Sachspartner, CNBC confirmed Saturday.\nThe company is in talks on a deal withNextGen Acquisition II, a person familiar with the discussions told CNBC. NextGen II is a special purpose acquisition company led by George Mattson, who previously co-led Goldman’s global industrials group.\nSky News first reportedthe talks on Saturday, saying a deal is expected to be announced in the coming weeks. Virgin Orbit declined CNBC’s request for comment.\nThe company is a spin-off of Branson’s space tourism company Virgin Galactic.Virgin Orbit isprivately heldby Branson’s multinational conglomerate Virgin Group, with a minority stake from Abu Dhabi sovereign wealth fund Mubadala.\nVirgin Orbit uses a modified Boeing 747 aircraft to launch its rockets, a method known as air launch. Rather than launch rockets from the ground, like competitors such as Rocket Lab or Astra, the company’s aircraft carries its LauncherOne rockets up to about 45,000 feet altitude and drops them just before they fire the engine and accelerate into space –a method the company touts as more flexiblethan a ground-based system.\nLauncherOne is designed to carry small satellites that weigh up to 500 kilograms, or about 1,100 pounds,into space. Virgin Orbit completed its first successful launch in January, and plans to conduct its second later this month.\nNext Gen II raised $375 million when it completed its initial public offering in October. The funds would largely go to help Virgin Orbit scale its business. Virgin Orbit CEO Dan Hart told CNBC in October that the company was seeking to raise about $150 million in fresh capital.\nBranson took Virgin Galactic publicthrough a SPAC deal in 2019withbillionaire investor Chamath Palihapitiya.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186718483,"gmtCreate":1623542017842,"gmtModify":1704205580079,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>Sold too early hais","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>Sold too early hais","text":"$Cassava Sciences Inc(SAVA)$Sold too early hais","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186718483","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188404716,"gmtCreate":1623457511635,"gmtModify":1704204056084,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/188404716","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://ttm.financial/m/news/2142204074?lang=&edition=fundamental","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559117691630429","authorId":"3559117691630429","name":"Claire96","avatar":"https://static.tigerbbs.com/fc93d512837a74424b1edc28f1bbece9","crmLevel":5,"crmLevelSwitch":0,"idStr":"3559117691630429","authorIdStr":"3559117691630429"},"content":"Pls give a reply","text":"Pls give a reply","html":"Pls give a reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188408690,"gmtCreate":1623457360610,"gmtModify":1704204049267,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$LIZHI Inc(LIZI)$</a>Soon soon","listText":"<a href=\"https://laohu8.com/S/LIZI\">$LIZHI Inc(LIZI)$</a>Soon soon","text":"$LIZHI Inc(LIZI)$Soon soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188408690","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188409894,"gmtCreate":1623457261818,"gmtModify":1704204045205,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Tsm is the best","listText":"Tsm is the best","text":"Tsm is the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188409894","repostId":"1135185071","repostType":2,"repost":{"id":"1135185071","kind":"news","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</p>","source":"lsy1610680873436","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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188574639,"gmtCreate":1623457102821,"gmtModify":1704204041304,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Up up up","text":"$Tesla Motors(TSLA)$Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188574639","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384734504,"gmtCreate":1613688117608,"gmtModify":1704883644456,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a>Please make a comeback","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a>Please make a comeback","text":"$Hims & Hers Health Inc.(HIMS)$Please make a comeback","images":[{"img":"https://static.tigerbbs.com/0be5c164e684f81f5cd73ad542517e5c","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384734504","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":319666395,"gmtCreate":1611579764417,"gmtModify":1704860925093,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Sure fly","listText":"Sure fly","text":"Sure fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319666395","repostId":"2106639414","repostType":4,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319661142,"gmtCreate":1611579562386,"gmtModify":1704860922820,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"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/319661142","repostId":"2105349950","repostType":4,"repost":{"id":"2105349950","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1611573575,"share":"https://ttm.financial/m/news/2105349950?lang=&edition=fundamental","pubTime":"2021-01-25 19:19","market":"us","language":"en","title":"Get ready for Apple's first $100 billion quarter in history","url":"https://stock-news.laohu8.com/highlight/detail?id=2105349950","media":"Dow Jones","summary":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark. Even a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $$ fiscal first-quarter results will be the firs","content":"<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt &amp; Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</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>Get ready for Apple's first $100 billion quarter in history</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\">\nGet ready for Apple's first $100 billion quarter in history\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-01-25 19:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt &amp; Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105349950","content_text":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone markEven a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $(AAPL)$ fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of Morgan Stanley analyst Katy Huberty.Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .Analysts expect record performance for the company's services category as well, though one area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.For more: Apple bear throws cold water on 'supercycle' story\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.Read: Apple is getting an earful over the AirPods Max's $549 price tag\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":188404716,"gmtCreate":1623457511635,"gmtModify":1704204056084,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/188404716","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://ttm.financial/m/news/2142204074?lang=&edition=fundamental","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF",".IXIC":"NASDAQ Composite","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","IVV":"标普500指数ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559117691630429","authorId":"3559117691630429","name":"Claire96","avatar":"https://static.tigerbbs.com/fc93d512837a74424b1edc28f1bbece9","crmLevel":5,"crmLevelSwitch":0,"idStr":"3559117691630429","authorIdStr":"3559117691630429"},"content":"Pls give a reply","text":"Pls give a reply","html":"Pls give a reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186715524,"gmtCreate":1623542165968,"gmtModify":1704205583793,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186715524","repostId":"1143408374","repostType":4,"repost":{"id":"1143408374","kind":"news","pubTimestamp":1623536483,"share":"https://ttm.financial/m/news/1143408374?lang=&edition=fundamental","pubTime":"2021-06-13 06:21","market":"us","language":"en","title":"Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public","url":"https://stock-news.laohu8.com/highlight/detail?id=1143408374","media":"cnbc","summary":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, ","content":"<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.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>Branson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public</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\">\nBranson’s Virgin Orbit in talks with former Goldman partner’s SPAC for $3 billion deal to go public\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://www.cnbc.com/2021/06/12/virgin-orbit-in-talks-with-spac-for-3-billion-deal-to-go-public.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1143408374","content_text":"KEY POINTS\n\nVirgin Orbit, the satellite launching spinoff of Sir Richard Branson’s Virgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC, CNBC confirmed on Saturday.\nThe SPAC, led by a former Goldman Sachs partner, is NextGen Acquisition II, a person familiar with the discussions told CNBC.\nA deal expected to be announced in the coming weeks, the person said.\n\nVirgin Orbit, the satellite-launching spinoff ofSir Richard Branson’sVirgin Galactic, is in advanced discussions to go public at about a $3 billion valuation through a SPAC led by a formerGoldman Sachspartner, CNBC confirmed Saturday.\nThe company is in talks on a deal withNextGen Acquisition II, a person familiar with the discussions told CNBC. NextGen II is a special purpose acquisition company led by George Mattson, who previously co-led Goldman’s global industrials group.\nSky News first reportedthe talks on Saturday, saying a deal is expected to be announced in the coming weeks. Virgin Orbit declined CNBC’s request for comment.\nThe company is a spin-off of Branson’s space tourism company Virgin Galactic.Virgin Orbit isprivately heldby Branson’s multinational conglomerate Virgin Group, with a minority stake from Abu Dhabi sovereign wealth fund Mubadala.\nVirgin Orbit uses a modified Boeing 747 aircraft to launch its rockets, a method known as air launch. Rather than launch rockets from the ground, like competitors such as Rocket Lab or Astra, the company’s aircraft carries its LauncherOne rockets up to about 45,000 feet altitude and drops them just before they fire the engine and accelerate into space –a method the company touts as more flexiblethan a ground-based system.\nLauncherOne is designed to carry small satellites that weigh up to 500 kilograms, or about 1,100 pounds,into space. Virgin Orbit completed its first successful launch in January, and plans to conduct its second later this month.\nNext Gen II raised $375 million when it completed its initial public offering in October. The funds would largely go to help Virgin Orbit scale its business. Virgin Orbit CEO Dan Hart told CNBC in October that the company was seeking to raise about $150 million in fresh capital.\nBranson took Virgin Galactic publicthrough a SPAC deal in 2019withbillionaire investor Chamath Palihapitiya.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186718483,"gmtCreate":1623542017842,"gmtModify":1704205580079,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>Sold too early hais","listText":"<a href=\"https://laohu8.com/S/SAVA\">$Cassava Sciences Inc(SAVA)$</a>Sold too early hais","text":"$Cassava Sciences Inc(SAVA)$Sold too early hais","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186718483","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188409894,"gmtCreate":1623457261818,"gmtModify":1704204045205,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Tsm is the best","listText":"Tsm is the best","text":"Tsm is the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188409894","repostId":"1135185071","repostType":2,"repost":{"id":"1135185071","kind":"news","pubTimestamp":1623425954,"share":"https://ttm.financial/m/news/1135185071?lang=&edition=fundamental","pubTime":"2021-06-11 23:39","market":"us","language":"en","title":"Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185071","media":"Barron's","summary":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.Taiwan Semiconductor Manufacturing sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple andQualcomm and Chinese companies like Huawei Technolog","content":"<p><img src=\"https://static.tigerbbs.com/dc1ac5d314c0b0f304bf6c78a0f2b0c7\" tg-width=\"1260\" tg-height=\"840\">A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.</p>\n<p>Taiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.</p>\n<p>But TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.</p>\n<p>To be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.</p>\n<p>Founded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.</p>\n<p>Even the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.</p>\n<p>Despite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.</p>\n<p><img src=\"https://static.tigerbbs.com/f343f4fd4554dcc3a5fc6842713fd34c\" tg-width=\"685\" tg-height=\"429\">That elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.</p>\n<p>Meanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.</p>\n<p>Daiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.</p>\n<p>Hsu told<i>Barron’s</i>in an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.</p>\n<p>Lackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.</p>\n<p>“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&amp;P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.</p>\n<p>Analysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.</p>\n<p><b>Chips on the Table</b></p>\n<p>Shares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.</p>\n<p><img src=\"https://static.tigerbbs.com/5615dee32fa47048e8747447b01257c9\" tg-width=\"663\" tg-height=\"272\"></p>\n<p>In April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.</p>\n<p>Even so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.</p>\n<p>Those buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.</p>\n<p>“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”</p>\n<p>One of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.</p>\n<p>In the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.</p>\n<p>The Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.</p>\n<p>The industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.</p>\n<p>The companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.</p>\n<p>In the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.</p>\n<p>Current valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.</p>\n<p>In an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.</p>\n<p>The biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.</p>\n<p>While policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.</p>\n<p>TSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.</p>\n<p>The risks don’t change the fact that semiconductors have never been more important.</p>\n<p>“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.</p>\n<p>And yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”</p>\n<p>Investors just have to pick the right entry point.</p>","source":"lsy1610680873436","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>Taiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Is the World’s Most Important Chip Maker. How to Play the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars ...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semi-stock-51623366589?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185071","content_text":"A severe shortage of semiconductors hascaused pain across the economy, but it’s also giving investors a new appreciation for the importance of semis—everything from simple chips costing a few dollars to the most advanced components that power high-end phones, computers, and data centers.\nTaiwan Semiconductor Manufacturing(ticker: TSM) sits at the nexus of this global chip renaissance. The company is a critical supplier to U.S. technology giants likeApple(AAPL) andQualcomm(QCOM) and Chinese companies like Huawei Technologies. TSMC’s stock is widely held across the globe, and for good reason. It has returned an annualized 29% over the past decade.\nBut TSMC shares are now caught up in a rare correction. The stock is down 15% since mid-February. Investors should avoid the temptation to buy on the dip, at least for now. A confluence of factors could make the next couple of quarters bumpy enough to give long-term investors a chance to scoop up shares of the tech juggernaut at an even cheaper price.\nTo be sure, the long-term opportunity hasn’t changed. If oil was the crucial commodity of the past,semiconductors are the critical commodity of the future—and TSMC is a leader in making the advanced chips needed for 5G, artificial intelligence, cloud computing, and electric vehicles.\nFounded in 1987, the Taiwanese company accounts for roughly 60% of outsourced chip manufacturing and 90% of the profits. TSMC has made significant investment in its foundries, helping it manufacture ever-denser chips that generate more power while using less energy. RivalIntel(INTC) has struggled to match that success.\nEven the lone analyst with a Sell rating on TSMC stock sings the company’s praises: “This is an A-plus company with solid management,” says Mehdi Hosseini, senior equity analyst at Susquehanna Financial Group, who has covered TSMC for more than 20 years. But Hosseini says he can’t ignore the near-term challenges and the pricey stock.\nDespite the recent selloff, TSMC shares are still up 110% over the past 12 months, and they trade at 27 times earnings estimates for the next 12 months, well above the stock’s five-year average of 19.\nThat elevated multiple doesn’t offer much cushion if and when challenges arise. Some money managers caution that near-term demand may not live up to analysts’ rosy forecasts for the next couple of quarters. Also, increased spending by TSMC and its rivals to meet a surge in demand could dent profit margins.\nMeanwhile, escalating geopolitical tensions put Taiwan, a self-ruled democracy that China considers a province, and its most important company in a fraught position.\nDaiwa Capital Markets analyst Rick Hsu is concerned that the chip shortage—which has hobbled automotive plants and sent gamers scrambling to find new consoles—could create inventory-related issues in the first half of 2022.\nHsu toldBarron’sin an email that TSMC’s stock needs to shed another 15%, to about $100, to adequately reflect the current risk profile. The stock recently closed at $118.\nLackluster demand related to smartphones, which accounts for 45% of revenue, could also lead to disappointment. With TSMC profit margins already near a peak, future growth will require a boost in sales. That could be challenging in the near term. Apple’s iPhone 13 is unlikely to offer a major catalyst, while Chinese smartphone vendors don’t currently have the killer app needed to drive upgrades, Hosseini says.\n“You can’t just give it multiple expansion because it’s a great company. You need earnings power,” Hosseini says, noting that the company trades at a significant premium to theS&P 500 index.He has a price target of $85, putting him far outside the consensus. Wall Street’s average price target on TSMC is $141.\nAnalysts, on average, expect TSMC’s earnings to increase 14% to $4.06 a share this year, and 16% to $4.69 a share next year, with revenue growing 16% to $55.8 billion this year, and another 16% next year.\nChips on the Table\nShares of Taiwan Semiconductor Manufacturing have returned an annual average of 25% over the last decade.\n\nIn April, TSMC CEO C.C. Wei told investors of a structural increase in demand, with megatrends around 5G and high-performance computing applications fueling strong demand for several years to come.\nEven so, Wall Street’s estimates may be too optimistic, says Laura Geritz, CEO of Rondure Global Advisors, which owns TSMC shares. She notes that growth at the company was boosted last year as quarantined families loaded up on PCs, gadgets, gaming consoles, and home appliances, all of which require more and more chips.\nThose buying patterns could quickly change as the pandemic eases and central banks begin to taper their support of the economy.\n“I think you will get a better shot,” Geritz says of buying TSMC stock. “It’s expensive when you strip away what could be fiscal and stay-at-home economics.”\nOne of the reasons that investors are drawn to TSMC is its deep and impressive list of customers. But that advantage is becoming increasingly costly to maintain as companies—and governments—push for more geographically diverse supply chains.\nIn the U.S., the Senate just passed a sweeping $250 billion China package that includes funding and incentives for producing more chips closer to home, along with calls for increased funding of research and development more broadly to help the U.S. maintain its technological edge against China.\nThe Biden administration just completed a supply-chain review of critical materials—such as chips—and is pushing to spur more production at home and make the U.S. less vulnerable to global supply-chain disruptions.\nThe industry is already reacting. Intel recently unveiled plans to spend $20 billion on two new manufacturing plants in Arizona, whileSamsung Electronics(005930.Korea) plans to invest $116 billion over the next decade, which includes a new chip factory in the U.S. Meanwhile, TSMC has said it plans to invest $100 billion over the next three years—including building two new factories of its own in Arizona.\nThe companies’ increased spending is probably required to maintain a competitive edge, and the expenditure could address some of the Biden administration concerns by moving some production back to the U.S.\nIn the near term, though, the spending creates financial risk. Longtime TSMC investor Andrew Foster earlier this year sold the TSMC stake he held in his $2.1 billionSeafarer Overseas Growth and Incomefund (SFGIX). He cites concerns about the company’s increased capital expenditure and its potential impact on free cash flow and the dividend, which has a yield of 1.8%.\nCurrent valuations don’t account for those risks, according to Foster, who says he may reconsider if the stock gets cheaper.\nIn an email, TSMC representative Nina Kao said the company’s investment in Arizona is intended to support customers’ long-term capacity needs and isn’t related to political pressure. The company, Kao added, is confident that the Arizona factory will be profitable.\nThe biggest risk to TSMC shares is China. The country is intent on unification, and tensions have escalated with China increasing military activity in the South China Sea region. Friction is likely to intensify: The U.S. has said it willsoon hold investment and trade talks with Taiwan,as the administration looks to strengthen Taipei.\nWhile policy watchers don’t see an armed conflict on the horizon, therisk of an accident is rising as military activity mounts. How to quantify TSMC’s China risk keeps money managers up at night. They say that a military conflict between China and Taiwan is an all-bets-are-off event that would rattle entire markets, not just TSMC stock.\nTSMC declined to comment on politics beyond stating that it was a “law-abiding company” focused on serving its customers.\nThe risks don’t change the fact that semiconductors have never been more important.\n“Valuations in quality growth names such as TSMC have clearly gone up, in part because demand for semiconductors is elevated, while at the same time there is quite a serious shortage of them,” says Martin Lau, managing partner at $37 billion FSSA Investment Managers, which is focused on Asia-Pacific and emerging market strategies.\nAnd yet, “cyclically, this is not the best time to buy TSMC, and the near-term margin of safety has fallen,” he adds. “We remain positive in the longer term.”\nInvestors just have to pick the right entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319666395,"gmtCreate":1611579764417,"gmtModify":1704860925093,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"Sure fly","listText":"Sure fly","text":"Sure fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319666395","repostId":"2106639414","repostType":4,"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188408690,"gmtCreate":1623457360610,"gmtModify":1704204049267,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$LIZHI Inc(LIZI)$</a>Soon soon","listText":"<a href=\"https://laohu8.com/S/LIZI\">$LIZHI Inc(LIZI)$</a>Soon soon","text":"$LIZHI Inc(LIZI)$Soon soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188408690","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188574639,"gmtCreate":1623457102821,"gmtModify":1704204041304,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Up up up","text":"$Tesla Motors(TSLA)$Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188574639","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384734504,"gmtCreate":1613688117608,"gmtModify":1704883644456,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a>Please make a comeback","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$</a>Please make a comeback","text":"$Hims & Hers Health Inc.(HIMS)$Please make a comeback","images":[{"img":"https://static.tigerbbs.com/0be5c164e684f81f5cd73ad542517e5c","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384734504","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":319661142,"gmtCreate":1611579562386,"gmtModify":1704860922820,"author":{"id":"3574504533344464","authorId":"3574504533344464","name":"Bastario","avatar":"https://static.tigerbbs.com/b0d5b0643677c2dc363f322eda398342","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574504533344464","authorIdStr":"3574504533344464"},"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/319661142","repostId":"2105349950","repostType":4,"repost":{"id":"2105349950","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1611573575,"share":"https://ttm.financial/m/news/2105349950?lang=&edition=fundamental","pubTime":"2021-01-25 19:19","market":"us","language":"en","title":"Get ready for Apple's first $100 billion quarter in history","url":"https://stock-news.laohu8.com/highlight/detail?id=2105349950","media":"Dow Jones","summary":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark. Even a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $$ fiscal first-quarter results will be the firs","content":"<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt &amp; Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</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>Get ready for Apple's first $100 billion quarter in history</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\">\nGet ready for Apple's first $100 billion quarter in history\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-01-25 19:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone mark</p><p>Even a pandemic can't stop Apple Inc. from hitting new records.</p><p>The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.</p><p>Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Katy Huberty.</p><p>Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.</p><p>Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .</p><p>Analysts expect record performance for the company's services category as well, though <a href=\"https://laohu8.com/S/AONE\">one</a> area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.</p><p>Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.</p><p>Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.</p><p>Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.</p><p>The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.</p><p>Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.</p><p>Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.</p><p>Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.</p><p>\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.</p><p>Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.</p><p>More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple</p><p>\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"</p><p>Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.</p><p>Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.</p><p>For more: Apple bear throws cold water on 'supercycle' story</p><p>\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .</p><p>Monness, Crespi, Hardt &amp; Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.</p><p>Read: Apple is getting an earful over the AirPods Max's $549 price tag</p><p>\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105349950","content_text":"Apple earnings preview: Successful iPhone 12 holiday sales are expected to help drive record revenue above milestone markEven a pandemic can't stop Apple Inc. from hitting new records.The smartphone giant is expected to post its first-ever quarter with more than $100 billion in revenue Wednesday, driven by a strong early performance for its new iPhone 12 line as well as continued demand for Macs and iPads for remote work and school needs.Apple's $(AAPL)$ fiscal first-quarter results will be the first to include sales from the iPhone 12 family of devices, which began to roll out in October , in the view of Morgan Stanley analyst Katy Huberty.Customers seem to be increasingly opting for higher-priced iPhone models and more expensive storage configurations, which would boost the average selling price of devices and help the company's profit margin. Apple no longer provides unit-sales metrics that shed light on its average selling prices, but the company usually offers some qualitative comments about which devices are performing best.Apple has also seen strong sales of Macs and iPads amid the pandemic, with more people working and studying from home, and that momentum is expected to have continued into the fiscal first quarter. The company launched new iPads late last year as well as its first computers to feature the company's own custom chip .Analysts expect record performance for the company's services category as well, though one area may not hold up as well. Apple has done a good job of transitioning sales to its online store given the COVID-19 crisis, but it's \"overly reliant on in-store customer purchases\" to drive sales of its AppleCare insurance product, Huberty wrote.Earnings: Analysts tracked by FactSet expect that Apple earned $1.41 a share in the December quarter, up from $1.25 a year earlier. On Estimize, which crowdsources estimates from hedge funds, academics and others, the average projection calls for $1.45 a share.Revenue: The FactSet consensus models a record $102.54 billion in revenue for Apple's fiscal first quarter, up from $91.82 billion a year prior. The Estimize consensus is for $103.76 billion.Analysts tracked by FactSet model $59.58 billion in iPhone revenue for Apple, up from $55.96 billion a year earlier. Apple declined to give formal guidance for the quarter on the last earnings call, but Chief Financial Officer Luca Maestri said at the time to expect growth in iPhone revenue even though devices would begin shipping later in the quarter than they did a year prior.The FactSet consensus calls for $7.38 billion in Pad revenue, up from $5.98 billion; $8.63 billion in Mac revenue, up from $7.16 billion; $15.17 billion in services revenue, up from $12.72 billion; and $11.49 billion in revenue for the wearables, home, and accessories category, up from $10.01 billion.Stock movement: Apple shares have gained following three of the past five earnings reports, and the shares are up 72% over the past year as the Dow Jones Industrial Average , which counts Apple as a component, has gained 7%.Of the 41 analysts tracked by FactSet who cover Apple's stock, 28 have buy ratings, 10 have hold ratings and three have sell ratings, with an average price target of $132.71.Apple has declined to give a quantitative financial forecast in each of its last three earnings reports because of uncertainty related to the COVID-19 pandemic, and the trend will likely continue this quarter.\"Given lingering uncertainty, we expect Apple is more likely to provide 'guidelines' rather than 'guidance' for Q2,\" Bernstein analyst Toni Sacconaghi wrote in a note to clients. In addition to the many unknowns around the pandemic, Apple's late launch timing of the latest batch of iPhones means that the March quarter could be stronger than usual, since there were fewer iPhone 12 \"selling days\" leading up to it.Sacconaghi will also be watching for commentary on Apple's ongoing dispute with app developers led by Epic Games, which sued Apple and claimed that the company's App Store rules around in-app purchases are monopolistic. Apple lowered commission rates for smaller developers that make up the bulk of those on the App Store, even as these developers don't contribute too much to Apple's overall revenue from the platform.More on Apple and Epic: 'Fortnite' dispute might open floodgates to serious scrutiny of Apple\"We believe that Apple's decision to lower commissions was politically astute, allowing the company to portray itself as a promoter of small business, while also superficially addressing the complaint that its high app store fees are stifling competition and innovation,\" wrote Sacconaghi, who has a market perform rating and $120 price target on the stock. \"It remains to be seen if Apple will provide further commentary on this issue; that said, we continue to believe that the legal risk to App Store revenue is low.\"Morgan Stanley's Huberty is interested in the company's China momentum. She suspects that the company is benefiting from weakness at Huawei, citing data that suggest customers are switching from Huawei to Apple devices at the highest rate in 15 months. She has an overweight rating and $152 price target on the stock.Goldman Sachs analyst Rod Hall echoed the point about Huawei's challenges, though he's concerned \"that Apple has already begun cutting iPhone orders\" and that build orders for the first half of 2021 suggest a move toward models with lower average selling prices.For more: Apple bear throws cold water on 'supercycle' story\"These changes are consistent, in our opinion, with a normal iPhone redesign cycle but are not consistent with a supercycle,\" he wrote. \"As a result we continue to expect iPhone replacement rates to resume their ongoing decline in 2021.\" Hall has a sell rating and $85 target price on Apple shares .Monness, Crespi, Hardt & Co. analyst Brian White highlights several new products and services that Apple could shed light on during the quarterly call. During the December quarter, the company began selling its AirPods Max over-the-ear headphones and rolled out both a subscription fitness offering and a way to bundle service together for a discount.Read: Apple is getting an earful over the AirPods Max's $549 price tag\"In our view, Apple's portfolio was positioned better-than-ever heading into the recent holiday season, while product and service updates position Planet Apple well in 2021,\" he wrote. White has a buy rating and $144 price target on Apple shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}