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2023-01-15

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Google Warns Android Growth in India Will Stall Due to Antitrust Order

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seen by Reuters.</p><p>The Competition Commission of India (CCI) in October fined Alphabet Inc-owned Google $161 million for exploiting its dominant position in Android, which powers 97% of smartphones in India, and asked it to change restrictions imposed on smartphone makers related to pre-installing apps.</p><p>Google has so far said the CCI decision will force it to change its long-standing business model, but its Indian Supreme Court filing for the first time quantifies the impact and details the changes the company will need to make.</p><p>Google will need to modify its existing contracts, introduce new license agreements and alter its existing arrangements with more than 1,100 device manufacturers and thousands of app developers, it says.</p><p>&#34;Tremendous advancement in growth of an ecosystem of device manufacturers, app developers and users is at the verge of coming to a halt because of the remedial directions,&#34; stated Google&#39;s filing, which is not public.</p><p>&#34;Google will be required to make far-reaching changes to the Android mobile platform which has been in place for the last 14-15 years.&#34;</p><p>A Google spokesperson declined to comment.</p><p>Google has been concerned about the Indian decision as the remedies ordered are seen as more sweeping than the European Commission&#39;s landmark 2018 ruling for imposing unlawful restrictions on Android mobile device makers. Google has challenged the record $4.3 billion fine in that case.</p><p>Google licenses its Android system to smartphone makers, but critics say it imposes restrictions like mandatory pre-installation of its own apps that are anti-competitive. 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The case will likely be heard in the coming days.</p><p>Google has also alleged in its legal filings that the CCI&#39;s investigation unit copied parts of a European 2018 ruling against the U.S. firm, Reuters has reported. The CCI and the European Commission have not responded to those allegations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Warns Android Growth in India Will Stall Due to Antitrust Order</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Warns Android Growth in India Will Stall Due to Antitrust Order\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-11 13:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW DELHI, Jan 10 (Reuters) - The growth of Google&#39;s Android ecosystem is on the brink of stalling in India due to an antitrust order that asks the company to change how it markets the platform, the U.S. company has said in a Supreme Court challenge seen by Reuters.</p><p>The Competition Commission of India (CCI) in October fined Alphabet Inc-owned Google $161 million for exploiting its dominant position in Android, which powers 97% of smartphones in India, and asked it to change restrictions imposed on smartphone makers related to pre-installing apps.</p><p>Google has so far said the CCI decision will force it to change its long-standing business model, but its Indian Supreme Court filing for the first time quantifies the impact and details the changes the company will need to make.</p><p>Google will need to modify its existing contracts, introduce new license agreements and alter its existing arrangements with more than 1,100 device manufacturers and thousands of app developers, it says.</p><p>&#34;Tremendous advancement in growth of an ecosystem of device manufacturers, app developers and users is at the verge of coming to a halt because of the remedial directions,&#34; stated Google&#39;s filing, which is not public.</p><p>&#34;Google will be required to make far-reaching changes to the Android mobile platform which has been in place for the last 14-15 years.&#34;</p><p>A Google spokesperson declined to comment.</p><p>Google has been concerned about the Indian decision as the remedies ordered are seen as more sweeping than the European Commission&#39;s landmark 2018 ruling for imposing unlawful restrictions on Android mobile device makers. Google has challenged the record $4.3 billion fine in that case.</p><p>Google licenses its Android system to smartphone makers, but critics say it imposes restrictions like mandatory pre-installation of its own apps that are anti-competitive. The company argues such agreements help keep Android free.</p><p>The CCI in October ordered Google to not prohibit un-installing of its apps by Android phone users in India -- currently, one can&#39;t delete apps such as Google Maps or YouTube from their Android phones when they come pre-installed.</p><p>The CCI also said Google&#39;s licensing of its Play Store &#34;shall not be linked with the requirement of pre-installing&#34; Google search services, the Chrome browser, YouTube or any other Google applications.</p><p>&#34;No other jurisdiction has ever asked for such far-reaching changes based on similar conduct,&#34; Google said in its court submissions.</p><p>The company has asked the Supreme Court to put on hold the remedial measures ordered by the CCI, which kick in from Jan. 19, court documents dated Jan. 7 showed. The case will likely be heard in the coming days.</p><p>Google has also alleged in its legal filings that the CCI&#39;s investigation unit copied parts of a European 2018 ruling against the U.S. firm, Reuters has reported. The CCI and the European Commission have not responded to those allegations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4576":"AR","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","GOOG":"谷歌","BK4566":"资本集团","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","GOOGL":"谷歌A","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4077":"互动媒体与服务","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","SG9999001077.SGD":"United International Growth Fund SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4579":"人工智能","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4574":"无人驾驶","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4514":"搜索引擎","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302096676","content_text":"NEW DELHI, Jan 10 (Reuters) - The growth of Google's Android ecosystem is on the brink of stalling in India due to an antitrust order that asks the company to change how it markets the platform, the U.S. company has said in a Supreme Court challenge seen by Reuters.The Competition Commission of India (CCI) in October fined Alphabet Inc-owned Google $161 million for exploiting its dominant position in Android, which powers 97% of smartphones in India, and asked it to change restrictions imposed on smartphone makers related to pre-installing apps.Google has so far said the CCI decision will force it to change its long-standing business model, but its Indian Supreme Court filing for the first time quantifies the impact and details the changes the company will need to make.Google will need to modify its existing contracts, introduce new license agreements and alter its existing arrangements with more than 1,100 device manufacturers and thousands of app developers, it says.\"Tremendous advancement in growth of an ecosystem of device manufacturers, app developers and users is at the verge of coming to a halt because of the remedial directions,\" stated Google's filing, which is not public.\"Google will be required to make far-reaching changes to the Android mobile platform which has been in place for the last 14-15 years.\"A Google spokesperson declined to comment.Google has been concerned about the Indian decision as the remedies ordered are seen as more sweeping than the European Commission's landmark 2018 ruling for imposing unlawful restrictions on Android mobile device makers. Google has challenged the record $4.3 billion fine in that case.Google licenses its Android system to smartphone makers, but critics say it imposes restrictions like mandatory pre-installation of its own apps that are anti-competitive. The company argues such agreements help keep Android free.The CCI in October ordered Google to not prohibit un-installing of its apps by Android phone users in India -- currently, one can't delete apps such as Google Maps or YouTube from their Android phones when they come pre-installed.The CCI also said Google's licensing of its Play Store \"shall not be linked with the requirement of pre-installing\" Google search services, the Chrome browser, YouTube or any other Google applications.\"No other jurisdiction has ever asked for such far-reaching changes based on similar conduct,\" Google said in its court submissions.The company has asked the Supreme Court to put on hold the remedial measures ordered by the CCI, which kick in from Jan. 19, court documents dated Jan. 7 showed. The case will likely be heard in the coming days.Google has also alleged in its legal filings that the CCI's investigation unit copied parts of a European 2018 ruling against the U.S. firm, Reuters has reported. The CCI and the European Commission have not responded to those allegations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959417014,"gmtCreate":1673049921738,"gmtModify":1676538773937,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959417014","repostId":"1103843631","repostType":4,"repost":{"id":"1103843631","pubTimestamp":1673012650,"share":"https://www.laohu8.com/m/news/1103843631?lang=&edition=full","pubTime":"2023-01-06 21:44","market":"us","language":"en","title":"Apple: Don't Buy A Falling Knife","url":"https://stock-news.laohu8.com/highlight/detail?id=1103843631","media":"Seekingalpha","summary":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soa","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple Inc.’s shares have dropped into a new down-leg lately.</li><li>Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.</li><li>EPS and revenue estimate trends are now profoundly negative for Apple.</li></ul><p>Shares of <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a> skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4&#39;22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!</p><h3><img src=\"https://static.tigerbbs.com/b27e0db018a996aab7a78534b4825d78\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Fragile market setup likely lead to weak top line growth for Apple in FQ1’23</h3><p>According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.</p><p><img src=\"https://static.tigerbbs.com/df16e5efe30c9cfbd5d833db7df07b41\" tg-width=\"640\" tg-height=\"439\" referrerpolicy=\"no-referrer\"/>Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.</p><p><img src=\"https://static.tigerbbs.com/d305e8ea0c7ade53f5c02ce339bc2b3f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple&#39;s valuation going forward.</p><p>Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.</p><h3>Muted growth expectations: analysts don&#39;t expect much from Apple in FY 2023</h3><p>Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China&#39;s reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.</p><p><img src=\"https://static.tigerbbs.com/b6f978e36e1a1fbbb1a8ae487d56241d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple&#39;s estimate trend could get worse in Q1’23.</p><h3><img src=\"https://static.tigerbbs.com/732a8ccebfae0c061e885b67f2efa8f6\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Stock buybacks and Apple’s valuation</h3><p>Stock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.</p><p><img src=\"https://static.tigerbbs.com/33c69341fdfbb78adf1f155a5661473a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don&#39;t believe that Apple is especially cheap.</p><h3><img src=\"https://static.tigerbbs.com/6c137f41be9d5e64ddf766ce70287b6c\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Final thoughts</h3><p>Apple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!</p></body></html>","source":"seekingalpha_fund","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>Apple: Don't Buy A Falling Knife</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\">\nApple: Don't Buy A Falling Knife\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4568092-apple-dont-buy-a-falling-knife","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103843631","content_text":"SummaryApple Inc.’s shares have dropped into a new down-leg lately.Weakening consumer demand and soaring COVID-19 infection could drive Apple’s shares to further lows.EPS and revenue estimate trends are now profoundly negative for Apple.Shares of Apple Inc. skidded to a new 1-year low on Tuesday due to growing concerns about the impact of rising Covid-19 infections in China as well as potentially weakening demand for consumer electronics in 2023. Concerns over softening consumer demand are linked to an accelerating decline of device shipments in Q3’22, lower expected iPhone shipments in Q4'22 and uncertainty surrounding China’s economic reopening. Apple’s EPS and revenue estimate trends are negative and the market now expects Apple to see weak growth in FY 2023. With risks to consumer demand growing, investors buying the pullback too early risk buying a falling knife!Fragile market setup likely lead to weak top line growth for Apple in FQ1’23According to data compiled by Gartner, a consulting company, worldwide PC shipments declined 19.5% in the third-quarter with major OEMs, including Apple, seeing considerable volume declines in the PC, laptop and mobile device segments. Apple’s device shipments declined 15.6% year-over-year in Q3’22 and most major manufacturers saw steep, double-digit volume declines in shipments as well.Gartner hasn’t released its estimate for Q4’22 global device shipments yet, but chances are that the numbers are not going to look great due to high inflation, weakening consumer demand and high inventory levels in the industry. As a result, Apple’s revenue growth has started to slow down dramatically: in the September-quarter, Apple reported only an 8.1% increase in revenues to $90.1B with hardware growth especially slowing down hard.Trendforce, a market intelligence provider, estimates that slowing demand as well as labor shortages in China could result in a 22% year over year decline in iPhone shipments in Q1’23. The iPhones segment is the largest business for Apple, responsible for 47.3% of net revenues in the last quarter, and a slowdown in this business is likely to have an outsized impact on Apple's valuation going forward.Back in November 2022, Bloomberg already reported that Apple overestimated iPhone demand. Apple reacted to cooling demand for the iPhone 14 and was said to expect to produce 87M iPhones in 2022, 3M iPhones less than initially expected.Muted growth expectations: analysts don't expect much from Apple in FY 2023Apple is going to report earnings for its first fiscal quarter of FY 2023 on February 2, 2023 and the estimate trend indicates that analyst are increasingly bearish on the company’s growth prospects. In the last 90 days, EPS estimates for Apple’s FY 2023 have declined consistently due to growing worries about China's reopening prospects and down-ward EPS revisions outmatch up-ward EPS revisions by a ratio of 37:2. For FY 2023, analyst expect only 1.2% EPS growth for Apple.The picture doesn’t look much better for Apple’s revenue estimate trend: Analysts now expect Apple to grow its top line only 2.7% in FY 2023 to $404.9B. If the reopening in China does not go well and COVID-19 infections continue to soar, I believe that Apple's estimate trend could get worse in Q1’23.Stock buybacks and Apple’s valuationStock buybacks could make a difference for Apple in light of increasing down-side risks and also help stabilize the stock in an increasingly unpredictable operating environment. Apple has a history of financing generous stock buybacks. In the fourth-quarter, Apple repurchased $25.2B of its shares in the market and buybacks in FY 2022 totaled $84.2B. With Apple’s stock making a new 1-year low this week (and the valuation becoming more attractive), stock buybacks now make more sense than at any time in the last year.Apple has lost about 30% of its value in the last year and the company’s market cap most recently dipped below $2T. Based off of earnings, Apple is trading at a forward P/E ratio of 18.7 X which is 24% below its 1-year P/E ratio. Given that Apple is expected to grow its EPS just about 1% this year, I don't believe that Apple is especially cheap.Final thoughtsApple currently has all the hallmarks of a falling knife: (1) The stock recently slumped to a new 1-year low, (2) Negative sentiment overhang has been created as reflected in declining EPS and revenue estimates, and (3) Consumer spending headwinds in a high-inflation world strongly indicate that Apple’s stock has further to fall. While shares of Apple have become much cheaper lately, the operating environment is challenged and it could get worse if device shipment estimates indicate that the down-turn in the consumer electronics market accelerated in the fourth-quarter. Although stock buybacks could help Apple offset weakness in operating conditions, the overall setup indicates that Apple is going to see a revaluation to the down-side!","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959688544,"gmtCreate":1672970858189,"gmtModify":1676538764804,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"I see","listText":"I see","text":"I see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959688544","repostId":"2300426552","repostType":4,"repost":{"id":"2300426552","pubTimestamp":1672926751,"share":"https://www.laohu8.com/m/news/2300426552?lang=&edition=full","pubTime":"2023-01-05 21:52","market":"us","language":"en","title":"Down 30%, Apple Stock Is Still Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2300426552","media":"Motley Fool","summary":"Are Apple's pandemic-era profits sustainable? That's the 2-trillion-dollar question.","content":"<html><head></head><body><p><b>Apple</b> stock didn&#39;t start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.</p><p>Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company&#39;s market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.</p><h2>Pandemic tailwinds are gone</h2><p>While it wasn&#39;t clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.</p><p>Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.</p><p>Demand for Apple&#39;s products may hold up better than the broader markets in which they compete, given the company&#39;s strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple&#39;s products.</p><p>If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple&#39;s results. The company does have the benefit of a large and growing services segment, but it&#39;s unclear how much profit products like Apple TV+ contribute.</p><p>With Apple stock slumping over the past year, the stock market seems to be betting that the company&#39;s pandemic-era growth is going to stall out or reverse.</p><h2>Not as cheap as it looks</h2><p>If you take Apple&#39;s net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn&#39;t seem unreasonable given Apple&#39;s dominant market share and incredible profit margins.</p><p>But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there&#39;s going to be some sort of reckoning in 2023.</p><p>Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple&#39;s revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company&#39;s results will hold up.</p><p>If you assume Apple&#39;s net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.</p><p>It&#39;s not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock&#39;s decline could be getting started.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 30%, Apple Stock Is Still Risky</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\">\nDown 30%, Apple Stock Is Still Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300426552","content_text":"Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company's market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.Pandemic tailwinds are goneWhile it wasn't clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.Demand for Apple's products may hold up better than the broader markets in which they compete, given the company's strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple's products.If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple's results. The company does have the benefit of a large and growing services segment, but it's unclear how much profit products like Apple TV+ contribute.With Apple stock slumping over the past year, the stock market seems to be betting that the company's pandemic-era growth is going to stall out or reverse.Not as cheap as it looksIf you take Apple's net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn't seem unreasonable given Apple's dominant market share and incredible profit margins.But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there's going to be some sort of reckoning in 2023.Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple's revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company's results will hold up.If you assume Apple's net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.It's not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock's decline could be getting started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959688085,"gmtCreate":1672970818448,"gmtModify":1676538764788,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959688085","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959995889,"gmtCreate":1672876205342,"gmtModify":1676538751105,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959995889","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950507242,"gmtCreate":1672785415586,"gmtModify":1676538735807,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950507242","repostId":"2300152499","repostType":4,"repost":{"id":"2300152499","pubTimestamp":1672725341,"share":"https://www.laohu8.com/m/news/2300152499?lang=&edition=full","pubTime":"2023-01-03 13:55","market":"us","language":"en","title":"SPY: Bull Or Bear In 2023? The Pain Will End","url":"https://stock-news.laohu8.com/highlight/detail?id=2300152499","media":"Seekingalpha","summary":"SummaryStrategists have gotten their 2022 EPS target for the S&P 500 spot on. However, they didn't a","content":"<html><head></head><body><h2>Summary</h2><ul><li>Strategists have gotten their 2022 EPS target for the S&amp;P 500 spot on. However, they didn&#39;t anticipate a valuation compression due to significant macro headwinds.</li><li>Could 2023 be any different as the Fed moves into data-dependency mode? Will Jerome Powell and his FOMC heap more pain on investors?</li><li>SPY&#39;s October lows look robust, with its recent pullback constructive.</li><li>Investors need to decide which camp they are in (no recession, mild-to-moderate recession, deep recession) before assessing whether to add more positions.</li></ul><h2>SPY: Two Down Years Are Rare</h2><p><a href=\"https://laohu8.com/S/SPY\">The S&amp;P 500 ETF</a> posted a 2022 total return of about -18%, outperforming the tech-heavy Nasdaq&#39;s (QQQ) (NDX) -33% decline, but underperformed the Dow Jones Industrial Average&#39;s (DIA) (DJI) -6.8% downtick.</p><p>Therefore, DJI&#39;s more defensive and less tech-exposed weighting helped its investors avoid the hammering seen in the Nasdaq. As such, we have also seen a proliferation of media updates hammering tech stocks and highlighting the perils of a second-year bear market.</p><p>Accordingly, Bloomberg emphasized that &#34;two consecutive down years are rare for major equity markets - the S&amp;P 500 index has fallen for two straight years on just four occasions since 1928. However, it also accentuated that &#34;when they do occur, drops in the second year tend to be deeper than in the first.&#34;</p><p>Therefore optimists can seek solace with the rarity of a second-year bear market and see the Fed as &#34;nearly done raising rates.&#34; In contrast, pessimists see further damage to the global economy. Notably, they expect the Fed to remain hawkish for an extended period, as Piper Sandler cautioned in a recent note:</p><blockquote>We see all rates, and especially short ones, as too low. At the moment, neither the stock market nor corporate debt appears to be pricing in the possibility of prolonged pain - WSJ</blockquote><p>Yet, we also have the strategists from Goldman Sachs (GS) straddling between optimism and pessimism, seeing the S&amp;P 500 vacillating &#34;in a range of 3,750 to 4,000.&#34; Based on the SPX&#39;s 2022 close of 3,839, the midpoint of GS&#39;s forecast range implies an uptick of 0.01%.</p><h2>SPY: Could Its October Lows Withstand A Recession?</h2><p>Hence, with confusing commentary spanning a wide range and expectations of the FOMC as it moves into data-dependency mode in 2023, we believe investors could be even more confused about what to expect for the SPY.</p><p>Optimists could consider the battering in SPY as a &#34;fantastic&#34; opportunity to &#34;buy the dips&#34; as SPY pulled back from its recent December highs.</p><p><img src=\"https://static.tigerbbs.com/36c8be6e06ad0c58397f17a9034b4808\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>SPY price chart (weekly) (TradingView)</p><p>However, buying the dips hasn&#39;t worked since the market staged its first deep pullback in late January, as Russia had yet to invade Ukraine. But, when the index&#39;s recovery failed at its April highs, as sellers formed a bull trap, buying the dips (which worked marvelously from the COVID lows) turned out to be a losing strategy until June.</p><p>Therefore, even though analysts&#39; bottom-up earnings estimates for the SPX were pretty much on-point, macro factors such as the Fed&#39;s hawkish stance and elevated inflation turned out to be the market&#39;s main focus. WSJ highlighted:</p><blockquote>The FactSet consensus prediction [for the SPX&#39;s EPS] is for $221 a share this year, exactly as predicted, with the final quarter still based on estimates. The miss of less than $1 is the smallest in percentage terms for estimates at the end of the year since 1995, data from Refinitiv IBES show, while the consensus has on average been out by more than 9% since then. - WSJ</blockquote><h2>S&amp;P 500: Analysts Don&#39;t Expect A Deep Earnings Recession in 2023</h2><p><img src=\"https://static.tigerbbs.com/6120d0a02a82af87ba302e34c50669b3\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 earnings growth estimates % (Yardeni Research, Refinitiv)</p><p>Hence, we believe investors want to know what will the market focus on in 2023? With SPY&#39;s total return down nearly 20% YTD, could downgraded 2023 earnings estimates for the SPX help propel a recovery? Accordingly, analysts&#39; 2023 earnings estimates for the S&amp;P 500 suggest a growth of 3.4% before a recovery of 10.2% for 2024.</p><p>Hence, analysts remain upbeat about companies&#39; ability to dodge a marked earnings recession.</p><p>But would the Fed play ball in 2023 to corroborate our thesis of a market bottom at its October lows, despite the recent pullback?</p><p>Our analysis indicates that SPX&#39;s NTM P/E of 16.7x is pretty well-balanced, slightly below its 10Y average of about 17.7x. Hence, given the downgraded estimates, SPX&#39;s October lows (implying an NTM P/E of 15.2x) seem reasonable if we could dodge a considerable earnings recession.</p><h2>So The Critical Question Is Whether The Market Anticipates A Severe Recession</h2><p>So, the question is whether the market concurs with our thesis of no severe recession, even though Tesla (TSLA) CEO Elon Musk warned investors to expect one in 2023 before green shoots of recovery could appear in 2024.</p><p>The market needs to retake its December highs before a potential re-test of the 4,300 levels (SPX&#39;s August highs), which we expect to see robust resistance.</p><p>Accordingly, SPY seems to be consolidating constructively above its October lows, suggesting that a higher-low price structure could be forming. Hence, the price action favors our thesis so far, as SPY also moved into medium-term oversold zones.</p><h2>Takeaway</h2><p>As such, we believe investors who missed SPY&#39;s October lows and looking to add to the pullbacks could consider the current levels appropriate.</p><p>But, if October lows were to be decisively breached (i.e., not a bear trap), then the market could likely be setting up shop for a deeper recession than anticipated.</p><p>Stay safe, and Happy New Year, everyone!</p><p><i>Rating: Buy (Revise from Hold)</i></p></body></html>","source":"seekingalpha_fund","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>SPY: Bull Or Bear In 2023? The Pain Will End</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\">\nSPY: Bull Or Bear In 2023? The Pain Will End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-03 13:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567189-spy-bull-bear-2023-pain-will-end><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryStrategists have gotten their 2022 EPS target for the S&P 500 spot on. However, they didn't anticipate a valuation compression due to significant macro headwinds.Could 2023 be any different as ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567189-spy-bull-bear-2023-pain-will-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4567189-spy-bull-bear-2023-pain-will-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300152499","content_text":"SummaryStrategists have gotten their 2022 EPS target for the S&P 500 spot on. However, they didn't anticipate a valuation compression due to significant macro headwinds.Could 2023 be any different as the Fed moves into data-dependency mode? Will Jerome Powell and his FOMC heap more pain on investors?SPY's October lows look robust, with its recent pullback constructive.Investors need to decide which camp they are in (no recession, mild-to-moderate recession, deep recession) before assessing whether to add more positions.SPY: Two Down Years Are RareThe S&P 500 ETF posted a 2022 total return of about -18%, outperforming the tech-heavy Nasdaq's (QQQ) (NDX) -33% decline, but underperformed the Dow Jones Industrial Average's (DIA) (DJI) -6.8% downtick.Therefore, DJI's more defensive and less tech-exposed weighting helped its investors avoid the hammering seen in the Nasdaq. As such, we have also seen a proliferation of media updates hammering tech stocks and highlighting the perils of a second-year bear market.Accordingly, Bloomberg emphasized that \"two consecutive down years are rare for major equity markets - the S&P 500 index has fallen for two straight years on just four occasions since 1928. However, it also accentuated that \"when they do occur, drops in the second year tend to be deeper than in the first.\"Therefore optimists can seek solace with the rarity of a second-year bear market and see the Fed as \"nearly done raising rates.\" In contrast, pessimists see further damage to the global economy. Notably, they expect the Fed to remain hawkish for an extended period, as Piper Sandler cautioned in a recent note:We see all rates, and especially short ones, as too low. At the moment, neither the stock market nor corporate debt appears to be pricing in the possibility of prolonged pain - WSJYet, we also have the strategists from Goldman Sachs (GS) straddling between optimism and pessimism, seeing the S&P 500 vacillating \"in a range of 3,750 to 4,000.\" Based on the SPX's 2022 close of 3,839, the midpoint of GS's forecast range implies an uptick of 0.01%.SPY: Could Its October Lows Withstand A Recession?Hence, with confusing commentary spanning a wide range and expectations of the FOMC as it moves into data-dependency mode in 2023, we believe investors could be even more confused about what to expect for the SPY.Optimists could consider the battering in SPY as a \"fantastic\" opportunity to \"buy the dips\" as SPY pulled back from its recent December highs.SPY price chart (weekly) (TradingView)However, buying the dips hasn't worked since the market staged its first deep pullback in late January, as Russia had yet to invade Ukraine. But, when the index's recovery failed at its April highs, as sellers formed a bull trap, buying the dips (which worked marvelously from the COVID lows) turned out to be a losing strategy until June.Therefore, even though analysts' bottom-up earnings estimates for the SPX were pretty much on-point, macro factors such as the Fed's hawkish stance and elevated inflation turned out to be the market's main focus. WSJ highlighted:The FactSet consensus prediction [for the SPX's EPS] is for $221 a share this year, exactly as predicted, with the final quarter still based on estimates. The miss of less than $1 is the smallest in percentage terms for estimates at the end of the year since 1995, data from Refinitiv IBES show, while the consensus has on average been out by more than 9% since then. - WSJS&P 500: Analysts Don't Expect A Deep Earnings Recession in 2023S&P 500 earnings growth estimates % (Yardeni Research, Refinitiv)Hence, we believe investors want to know what will the market focus on in 2023? With SPY's total return down nearly 20% YTD, could downgraded 2023 earnings estimates for the SPX help propel a recovery? Accordingly, analysts' 2023 earnings estimates for the S&P 500 suggest a growth of 3.4% before a recovery of 10.2% for 2024.Hence, analysts remain upbeat about companies' ability to dodge a marked earnings recession.But would the Fed play ball in 2023 to corroborate our thesis of a market bottom at its October lows, despite the recent pullback?Our analysis indicates that SPX's NTM P/E of 16.7x is pretty well-balanced, slightly below its 10Y average of about 17.7x. Hence, given the downgraded estimates, SPX's October lows (implying an NTM P/E of 15.2x) seem reasonable if we could dodge a considerable earnings recession.So The Critical Question Is Whether The Market Anticipates A Severe RecessionSo, the question is whether the market concurs with our thesis of no severe recession, even though Tesla (TSLA) CEO Elon Musk warned investors to expect one in 2023 before green shoots of recovery could appear in 2024.The market needs to retake its December highs before a potential re-test of the 4,300 levels (SPX's August highs), which we expect to see robust resistance.Accordingly, SPY seems to be consolidating constructively above its October lows, suggesting that a higher-low price structure could be forming. Hence, the price action favors our thesis so far, as SPY also moved into medium-term oversold zones.TakeawayAs such, we believe investors who missed SPY's October lows and looking to add to the pullbacks could consider the current levels appropriate.But, if October lows were to be decisively breached (i.e., not a bear trap), then the market could likely be setting up shop for a deeper recession than anticipated.Stay safe, and Happy New Year, everyone!Rating: Buy (Revise from Hold)","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950507382,"gmtCreate":1672785361047,"gmtModify":1676538735799,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950507382","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950137168,"gmtCreate":1672700182854,"gmtModify":1676538720681,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950137168","repostId":"2295181713","repostType":4,"repost":{"id":"2295181713","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":1672441484,"share":"https://www.laohu8.com/m/news/2295181713?lang=&edition=full","pubTime":"2022-12-31 07:04","market":"us","language":"en","title":"US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008","url":"https://stock-news.laohu8.com/highlight/detail?id=2295181713","media":"Reuters","summary":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion ","content":"<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Ends 2022 With Biggest Annual Drop Since 2008\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-31 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall St booked biggest annual percentage drop since 2008</li><li>S&amp;P market cap declined by about $8 billion in 2022</li><li>Indexes down: Dow 0.22%, S&amp;P 500 0.25%, Nasdaq 0.11%</li></ul><p>U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.</p><p>Wall Street&#39;s three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve&#39;s fastest pace of rate hikes since the 1980s.</p><p>The benchmark S&amp;P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.</p><p>The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed&#39;s rapid interest rate hikes boost U.S. Treasury yields.</p><p>&#34;The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,&#34; said Sam Stovall, chief investment strategist at CFRA Research.</p><p>He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China&#39;s surging COVID cases and uncertainties over Taiwan.</p><p>Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.</p><p>Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&amp;P 500 growth index   , down between 28% and 66% in 2022.</p><p>The S&amp;P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.</p><p>Energy has recorded stellar annual gains of 59% as oil prices surged.</p><p>Ten of the 11 S&amp;P sector indexes dropped on Friday, led by real estate and utilities.</p><p>&#34;The housing market has really slowed down and the values of people&#39;s homes have declined off of the highs earlier this year,&#34; said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.</p><p>&#34;That affects people&#39;s mind frame and actually affects their spending a little bit.&#34;</p><p>The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.</p><p>Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.</p><p>Money market participants see 65% odds of a 25-basis-point hike in the Fed&#39;s February meeting, with rates expected to peak at 4.97% by mid-2023.</p><p>The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&amp;P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.</p><p>Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295181713","content_text":"Wall St booked biggest annual percentage drop since 2008S&P market cap declined by about $8 billion in 2022Indexes down: Dow 0.22%, S&P 500 0.25%, Nasdaq 0.11%U.S. stocks closed out 2022 lower on Friday, capping a year of sharp losses driven by aggressive interest rate hikes to curb inflation, recession fears, the Russia-Ukraine war and rising concerns over COVID cases in China.Wall Street's three main indexes booked their first yearly drop since 2018 as an era of loose monetary policy ended with the Federal Reserve's fastest pace of rate hikes since the 1980s.The benchmark S&P 500    has shed 19.4% this year, marking a roughly $8 trillion decline in market cap. The tech-heavy Nasdaq    is down 33.1%, while the Dow Jones Industrial Average    has fallen 8.9%.The annual percentage declines for all three indexes were the biggest since the 2008 financial crisis, largely driven by a rout in growth shares as concerns over Fed's rapid interest rate hikes boost U.S. Treasury yields.\"The primary macro reasons ... came from a combination of events: the ongoing supply chain disruption that started in 2020, the spike in inflation, the tardiness of the Fed beginning its rate tightening program in the attempt to corral the inflation,\" said Sam Stovall, chief investment strategist at CFRA Research.He also cited economic indicators pointing to recession, geopolitical tensions including the Ukraine war, and China's surging COVID cases and uncertainties over Taiwan.Growth stocks have been under pressure from rising yields for much of 2022 and have underperformed their economically linked value peers, reversing a trend that had lasted for much of the past decade.Apple Inc, Alphabet Inc, Microsoft Corp, Nvidia Corp, Amazon.com Inc, Tesla Inc are among the worst drags on the S&P 500 growth index   , down between 28% and 66% in 2022.The S&P 500 growth index has fallen about 30.1% this year, while the value index    is down 7.4%, with investors preferring high dividend-yielding sectors with steady earnings such as energy.Energy has recorded stellar annual gains of 59% as oil prices surged.Ten of the 11 S&P sector indexes dropped on Friday, led by real estate and utilities.\"The housing market has really slowed down and the values of people's homes have declined off of the highs earlier this year,\" said J. Bryant Evans, investment advisor and portfolio manager at Cozad Asset Management in Champaign, Illinois.\"That affects people's mind frame and actually affects their spending a little bit.\"The focus has shifted to the 2023 corporate earnings outlook, with growing concerns about the likelihood of a recession.Still, signs of U.S. economic resilience have fueled worries that rates could remain higher, though easing inflationary pressures have raised hopes of dialed-down rate hikes.Money market participants see 65% odds of a 25-basis-point hike in the Fed's February meeting, with rates expected to peak at 4.97% by mid-2023.The Dow Jones Industrial Average fell 73.55 points, or 0.22%, to 33,147.25; the S&P 500    lost 9.78 points, or 0.25%, at 3,839.50; and the Nasdaq Composite dropped 11.61 points, or 0.11%, to 10,466.48.Volume on U.S. exchanges was 8.50 billion shares, compared with the 10.79 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancers on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and no new lows; the Nasdaq Composite recorded 85 new highs and 134 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950137907,"gmtCreate":1672700152509,"gmtModify":1676538720673,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950137907","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950032392,"gmtCreate":1672619357916,"gmtModify":1676538711128,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950032392","repostId":"2295554929","repostType":4,"repost":{"id":"2295554929","pubTimestamp":1672415137,"share":"https://www.laohu8.com/m/news/2295554929?lang=&edition=full","pubTime":"2022-12-30 23:45","market":"us","language":"en","title":"Tesla: Buy The Bloodbath","url":"https://stock-news.laohu8.com/highlight/detail?id=2295554929","media":"Seekingalpha","summary":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short int","content":"<html><head></head><body><h3><b>Summary</b></h3><ul><li>Tesla has seen an accelerating decline in December with the stock losing 42%.</li><li>Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.</li><li>However, Tesla has a very attractive valuation and risk profile right now.</li></ul><p>A unique buying opportunity has revealed itself for shares of electric vehicle company <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk&#39;s time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China&#39;s economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.</p><h2>Tesla is ending a terrible year with its worst monthly performance ever</h2><p>Tesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla&#39;s shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.</p><p><img src=\"https://static.tigerbbs.com/b016866b26d76d99fd4332604cbff3fd\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Controversies are weighing on Tesla&#39;s valuation, soaring short interest</h2><p>There are multiple controversies that played a role in Tesla&#39;s stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla&#39;s Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won&#39;t sell any more shares over the next 18-24 months, investors don&#39;t seem to believe it, at least for now.</p><p><img src=\"https://static.tigerbbs.com/f395d39826c8e23997eeb11280dd73cf\" tg-width=\"640\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/></p><p>Source: Electrek</p><p>Additionally, a big problem for Tesla has been that short sellers took advantage of Tesla&#39;s downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.</p><p><img src=\"https://static.tigerbbs.com/573fa987e96d402354e65cdec79cde4c\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance</p><p>But putting all this noise aside, I believe investors that focus on Tesla&#39;s achievements in the EV industry and potential for long-term growth actually get really good value now.</p><h2>Tesla&#39;s factory output in China recovered and reached a fresh high</h2><p>After multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla&#39;s Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!</p><p></p><p><img src=\"https://static.tigerbbs.com/7d60d5fc681c7265ba2a21f440844f2e\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs</p><p>The broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla&#39;s growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm&#39;s valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.</p><h2>Is Tesla&#39;s unprecedented price drop alone a reason to buy the shares?</h2><p>The 42% decline in Tesla&#39;s valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm&#39;s valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla&#39;s execution (Twitter distraction, stock sales) or of only temporary nature, such as China&#39;s factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.</p><p>Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that&#39;s despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.</p><p><img src=\"https://static.tigerbbs.com/08d92a1d38d6366b57078028e1112f60\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Given the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla&#39;s revenue estimates. The trend for Tesla&#39;s revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.</p><p><img src=\"https://static.tigerbbs.com/8d3d31f4107435d218d22ae093fe331b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Based off of revenues, Tesla is also looking increasingly attractive with the firm&#39;s revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.</p><p><img src=\"https://static.tigerbbs.com/abd29ac0744982704419373383495922\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Right now, Tesla&#39;s forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.</p><p><img src=\"https://static.tigerbbs.com/2f7b416c0976165ab4b552eeefb86682\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Tesla is oversold</h2><p>What makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn&#39;t been this technically oversold in at least a year. While I don&#39;t decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla&#39;s soaring short interest).</p><p><img src=\"https://static.tigerbbs.com/715da9e1d601b67ca63adac3a1600654\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Risks with Tesla</h2><p>There are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla&#39;s share price, but likely only in the near term as the recovery in Tesla&#39;s China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla&#39;s short interest may remain high in the short term as bears seek to exploit Tesla&#39;s draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.</p><h2>Final thoughts</h2><p>Tesla had a terrible December with the price of the EV firm&#39;s shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla&#39;s shares ever. There are reasons for the decline in Tesla&#39;s market cap, but none, I believe, are related to either Tesla&#39;s execution or Tesla&#39;s growth prospects. The fact that Tesla&#39;s short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.</p><p>The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market&#39;s focus returns to Tesla&#39;s improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Buy The Bloodbath</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Buy The Bloodbath\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2295554929","content_text":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.However, Tesla has a very attractive valuation and risk profile right now.A unique buying opportunity has revealed itself for shares of electric vehicle company Tesla which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk's time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China's economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.Tesla is ending a terrible year with its worst monthly performance everTesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla's shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.Data by YChartsControversies are weighing on Tesla's valuation, soaring short interestThere are multiple controversies that played a role in Tesla's stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla's Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won't sell any more shares over the next 18-24 months, investors don't seem to believe it, at least for now.Source: ElectrekAdditionally, a big problem for Tesla has been that short sellers took advantage of Tesla's downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.Source: Yahoo FinanceBut putting all this noise aside, I believe investors that focus on Tesla's achievements in the EV industry and potential for long-term growth actually get really good value now.Tesla's factory output in China recovered and reached a fresh highAfter multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla's Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!Source: InsideEVsThe broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla's growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm's valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.Is Tesla's unprecedented price drop alone a reason to buy the shares?The 42% decline in Tesla's valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm's valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla's execution (Twitter distraction, stock sales) or of only temporary nature, such as China's factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that's despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.Data by YChartsGiven the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla's revenue estimates. The trend for Tesla's revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.Data by YChartsBased off of revenues, Tesla is also looking increasingly attractive with the firm's revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.Data by YChartsRight now, Tesla's forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.Data by YChartsTesla is oversoldWhat makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn't been this technically oversold in at least a year. While I don't decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla's soaring short interest).Data by YChartsRisks with TeslaThere are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla's share price, but likely only in the near term as the recovery in Tesla's China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla's short interest may remain high in the short term as bears seek to exploit Tesla's draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.Final thoughtsTesla had a terrible December with the price of the EV firm's shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla's shares ever. There are reasons for the decline in Tesla's market cap, but none, I believe, are related to either Tesla's execution or Tesla's growth prospects. The fact that Tesla's short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market's focus returns to Tesla's improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950032051,"gmtCreate":1672619315874,"gmtModify":1676538711120,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950032051","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927271609,"gmtCreate":1672525049401,"gmtModify":1676538700409,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927271609","repostId":"1113081958","repostType":4,"repost":{"id":"1113081958","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672535370,"share":"https://www.laohu8.com/m/news/1113081958?lang=&edition=full","pubTime":"2023-01-01 09:09","market":"us","language":"en","title":"Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1113081958","media":"Tiger Newspress","summary":"The New Year has arrived, please take note of the trading hours during the holiday period and make n","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-01 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113081958","content_text":"The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.The U.S. market will be closed at local time on Monday, Jan. 2, 2023.The Singapore market will be closed at local time on Monday, Jan. 2, 2023.The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.The Australian market will be closed at local time on Monday, Jan. 2, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927271863,"gmtCreate":1672525026953,"gmtModify":1676538700409,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927271863","isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927894404,"gmtCreate":1672444212709,"gmtModify":1676538691478,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927894404","repostId":"1125221549","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927894504,"gmtCreate":1672444183009,"gmtModify":1676538691470,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927894504","isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927903545,"gmtCreate":1672363580387,"gmtModify":1676538678805,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927903545","repostId":"1138284882","repostType":4,"repost":{"id":"1138284882","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672327366,"share":"https://www.laohu8.com/m/news/1138284882?lang=&edition=full","pubTime":"2022-12-29 23:22","market":"us","language":"en","title":"Hot Chinese ADRs Rallied in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1138284882","media":"Tiger Newspress","summary":"Hot Chinese ADRs rallied in morning trading.iQiyi rose 10%; XPeng, Li Auto rose nearly 6%; Alibaba, ","content":"<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading.</p><p>iQiyi rose 10%; XPeng, Li Auto rose nearly 6%; Alibaba, Baidu rose over 2%.</p><p><img src=\"https://static.tigerbbs.com/20bf1f5a6170ad9215ea7d08a1bde2e4\" tg-width=\"467\" tg-height=\"589\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Rallied in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Rallied in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-29 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs rallied in morning trading.</p><p>iQiyi rose 10%; XPeng, Li Auto rose nearly 6%; Alibaba, Baidu rose over 2%.</p><p><img src=\"https://static.tigerbbs.com/20bf1f5a6170ad9215ea7d08a1bde2e4\" tg-width=\"467\" tg-height=\"589\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","IQ":"爱奇艺","BABA":"阿里巴巴","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138284882","content_text":"Hot Chinese ADRs rallied in morning trading.iQiyi rose 10%; XPeng, Li Auto rose nearly 6%; Alibaba, Baidu rose over 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927903657,"gmtCreate":1672363554180,"gmtModify":1676538678798,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927903657","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924595995,"gmtCreate":1672278595218,"gmtModify":1676538664494,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924595995","repostId":"2294933922","repostType":4,"repost":{"id":"2294933922","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672239864,"share":"https://www.laohu8.com/m/news/2294933922?lang=&edition=full","pubTime":"2022-12-28 23:04","market":"us","language":"en","title":"Alibaba's Workplace App DingTalk Crosses 600M Users","url":"https://stock-news.laohu8.com/highlight/detail?id=2294933922","media":"Benzinga","summary":"$Alibaba Group Holding Limited(BABA)$ operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.Alibaba d","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Limited</a> operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.</p><p>Alibaba disclosed for the first time that the platform’s paid daily active users (DAUs) had hit 15 million, Pandaily reports.</p><p>Alibaba also released the 7.0 version of DingTalk, bringing comprehensive upgrades of core products like online documents, online conferences, low code development, and mini apps.</p><p>The newly released 7.0 version focused on solving cross-enterprise collaboration problems and improving industrial chain efficiency.</p><p>DingTalk launched an enterprise service aggregated platform at the conference, which gathered over 1,500 SaaS (Software as a Service) applications. DingTalk introduced ten kinds of enterprise services.</p><p>So far, various enterprise service providers, like Trip.com, Zhaopin, AutoNavi Mobility, and rrzu.com, have joined the new platform to provide services for DingTalk users.</p><p>DingTalk, for the first time, shared its commercialization goal in March.</p><p>DingTalk looked to collaborate with 1 million paid enterprises. It aspired to become a mature enterprise service platform and market.</p><p>Alibaba reported second-quarter FY22 revenue growth of 3% year-on-year to $29.12 billion, missing the consensus of $29.45 billion.</p><p>Cloud grew by 4% Y/Y to $2.92 billion.</p><p>The cloud segment comprising Alibaba Cloud and DingTalk grew, driven by healthy public cloud growth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba's Workplace App DingTalk Crosses 600M Users</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Workplace App DingTalk Crosses 600M Users\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-28 23:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Limited</a> operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.</p><p>Alibaba disclosed for the first time that the platform’s paid daily active users (DAUs) had hit 15 million, Pandaily reports.</p><p>Alibaba also released the 7.0 version of DingTalk, bringing comprehensive upgrades of core products like online documents, online conferences, low code development, and mini apps.</p><p>The newly released 7.0 version focused on solving cross-enterprise collaboration problems and improving industrial chain efficiency.</p><p>DingTalk launched an enterprise service aggregated platform at the conference, which gathered over 1,500 SaaS (Software as a Service) applications. DingTalk introduced ten kinds of enterprise services.</p><p>So far, various enterprise service providers, like Trip.com, Zhaopin, AutoNavi Mobility, and rrzu.com, have joined the new platform to provide services for DingTalk users.</p><p>DingTalk, for the first time, shared its commercialization goal in March.</p><p>DingTalk looked to collaborate with 1 million paid enterprises. It aspired to become a mature enterprise service platform and market.</p><p>Alibaba reported second-quarter FY22 revenue growth of 3% year-on-year to $29.12 billion, missing the consensus of $29.45 billion.</p><p>Cloud grew by 4% Y/Y to $2.92 billion.</p><p>The cloud segment comprising Alibaba Cloud and DingTalk grew, driven by healthy public cloud growth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4504":"桥水持仓","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4548":"巴美列捷福持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4505":"高瓴资本持仓","BK4558":"双十一","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BABA":"阿里巴巴","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4526":"热门中概股","09988":"阿里巴巴-SW","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4502":"阿里概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294933922","content_text":"Alibaba Group Holding Limited operated workplace app DingTalk President Jun Ye said the platform’s users had exceeded 600 million, while the number of enterprises exceeded 23 million.Alibaba disclosed for the first time that the platform’s paid daily active users (DAUs) had hit 15 million, Pandaily reports.Alibaba also released the 7.0 version of DingTalk, bringing comprehensive upgrades of core products like online documents, online conferences, low code development, and mini apps.The newly released 7.0 version focused on solving cross-enterprise collaboration problems and improving industrial chain efficiency.DingTalk launched an enterprise service aggregated platform at the conference, which gathered over 1,500 SaaS (Software as a Service) applications. DingTalk introduced ten kinds of enterprise services.So far, various enterprise service providers, like Trip.com, Zhaopin, AutoNavi Mobility, and rrzu.com, have joined the new platform to provide services for DingTalk users.DingTalk, for the first time, shared its commercialization goal in March.DingTalk looked to collaborate with 1 million paid enterprises. It aspired to become a mature enterprise service platform and market.Alibaba reported second-quarter FY22 revenue growth of 3% year-on-year to $29.12 billion, missing the consensus of $29.45 billion.Cloud grew by 4% Y/Y to $2.92 billion.The cloud segment comprising Alibaba Cloud and DingTalk grew, driven by healthy public cloud growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924592272,"gmtCreate":1672278562397,"gmtModify":1676538664470,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924592272","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924397746,"gmtCreate":1672180485885,"gmtModify":1676538646660,"author":{"id":"3574897713454581","authorId":"3574897713454581","name":"JCai","avatar":"https://static.tigerbbs.com/a4408059854d4abfa5d3e8513d447a16","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9924397746","repostId":"2294695933","repostType":4,"repost":{"id":"2294695933","pubTimestamp":1672108200,"share":"https://www.laohu8.com/m/news/2294695933?lang=&edition=full","pubTime":"2022-12-27 10:30","market":"us","language":"en","title":"Meta Platforms is Unlikely to Rebound in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294695933","media":"TipRanks","summary":"Story HighlightsMeta finds itself in a precarious situation heading into next year in a highly volat","content":"<div>\n<p>Story HighlightsMeta finds itself in a precarious situation heading into next year in a highly volatile macroeconomic environment. Its costly metaverse project, along with its regulatory roadblocks, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-is-unlikely-to-rebound-next-year\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms is Unlikely to Rebound in 2023</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\">\nMeta Platforms is Unlikely to Rebound in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/meta-platforms-is-unlikely-to-rebound-next-year><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsMeta finds itself in a precarious situation heading into next year in a highly volatile macroeconomic environment. Its costly metaverse project, along with its regulatory roadblocks, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-is-unlikely-to-rebound-next-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://www.tipranks.com/news/article/meta-platforms-is-unlikely-to-rebound-next-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294695933","content_text":"Story HighlightsMeta finds itself in a precarious situation heading into next year in a highly volatile macroeconomic environment. Its costly metaverse project, along with its regulatory roadblocks, are two themes that will impact the company next yearShares of Meta Platforms (NASDAQ:META) have plunged more than 60% this year, but there are still those who remain bullish on its long-term prospects. Of course, the bulls directly oppose the bears, who viewed the steady decline as the result of shallow ambitions and misplaced priorities. With Apple’s (NASDAQ:AAPL) ongoing privacy changes, TikTok’s hold in certain regions, and Meta’s massive metaverse investment, things aren’t looking upward for the firm. Therefore, we are bearish on META stock for the long haul.However, Meta’s future success will hinge upon its ability to optimize the user experience through fresh and innovative applications that play upon the ever-growing presence of media-centric platforms. At this time, though, it remains a highly divisive stock that will likely shed more value for the foreseeable future. Therefore, it’s best to steer clear of META stock until the markets improve substantially.Regulatory Challenges Ahead for MetaThe past couple of months have been disastrous for Meta due to several hefty fines issued for failing to comply with data regulations. This includes a €265 million fine from Ireland for Facebook’s data-scraping activities in 2018-2019 and a similar fine for WhatsApp’s privacy practices. Meanwhile, the Federal Trade Commission is still trying to take on Meta in court regarding antitrust and privacy issues.Despite being victorious in its dispute with TikTok, the FTC is back to throw a monkey wrench into its plans by filing another lawsuit against the firm. This time, the FTC has raised objections over its attempt to acquire Within Unlimited, the maker of a virtual reality workout app called Supernatural, over monopolistic fears in the digital fitness market.Furthermore, the Journalism Competition and Preservation Bill in the U.S. could be a huge setback for Meta, as it might have to part with a large cut of its advertising revenue if Congress passes the bill. In response, Meta could remove all news content from its U.S. platform, but this saga is strikingly similar to what unfolded in Australia not too long ago. Nevertheless, Meta negotiated a deal with the Australian government to avoid further conflict and potential losses.The Metaverse Project Remains a Question MarkAlthough Mark Zuckerberg saw the potential of the metaverse project, it’s now clearly paying the price. Its Reality Labs segment loses a ton of money each year, with a total loss of over $9 billion this year alone.It had set out a goal of 500,000 monthly active users (MUAs) for its main metaverse product, Horizon World, by the end of 2022. However, growth was so slow that the tech giant had to reduce its target to 280,000. As of October, MUAs were less than 200,000. It certainly looks like a high-risk bet, as the stakes are much higher, and any failure would have larger consequences.Furthermore, after a long streak of success since going public in 2012, Meta recently suffered an unexpected blow in Q3. It reported a 4% year-over-year decline in sales and an alarming 46% drop in operating income. All signs point to more pain ahead for the company and its stock.Is META Stock a Buy?Turning to Wall Street, META stock maintains a Moderate Buy consensus rating. Out of 38 total analyst ratings, 27 Buys, eight Holds, and three Sells were assigned over the past three months. The average META price target is $148.12, implying 25.46% upside potential. Analyst price targets range from a low of $80 per share to a high of $260 per share.META Stock Looks Tempting but is Still Too RiskyWhile Meta Platforms may look tempting right now due to its low valuation, there is just too much risk in the stock. Even though its advertising revenue has the potential to increase if the economy improves in the upcoming year, Meta would need to grow its revenue more quickly than its expenses. However, it continues to invest heavily in its metaverse project, which is far from becoming what the company had intended. As a result, we remain bearish on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}