FFX personal page - To The Moon

FFX

FFX

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2024-03-08

2022-10-03

$JIUTIAN CHEMICAL GROUP LIMITED(C8R.SI)$If you are shorting, be cautious. Short squeeze can kick in easily

2024-11-28

I would like to share Thanksgiving dinner with @koolgal, @SPACE ROCKET, @icycrystal and @Barcode! Happy investing!

2022-07-22

As a long term investor, my recommendation is to be vested in both stocks. I view them as complementary to each other rather than subsitutes. The tradeoff of political risk for Alibaba's potential growth is acceptable business risk. Amazon offers a less risk averse profile which is handy for long term. [Cool]

Alibaba Vs. Amazon: A Winner Emerges

05-26

$MEITUAN-W(03690)$

01-15

3 to 5 years is a reasonable timeframe

Stock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential

2024-12-27

Congrats @koolgal ! Superb and well deserved win!

2024-12-23

$ZIM Integrated Shipping Services Ltd.(ZIM)$

2024-12-11

$Palantir Technologies Inc.(PLTR)$

2024-12-06

$ZIM Integrated Shipping Services Ltd.(ZIM)$

2024-11-20

$ZIM Integrated Shipping Services Ltd.(ZIM)$

2024-11-20

$Oatly Group AB(OTLY)$

2024-11-13

$Tesla Motors(TSLA)$

2024-11-06

$ZIM Integrated Shipping Services Ltd.(ZIM)$

2024-10-06

$BABA-W(09988)$ Well positioned

2022-10-11

Going down [Cry]

The 2022 Bear Market Cycle May Be Far From Over

2021-05-31

Waiting to load more. Future ready = 60% Crpto currency (40% Bitcoin and 20% others), 20% gold and 20% others (like silver)

Sorry, the original content has been removed

2021-03-09

Rebound will be fast and furious. Do you agree? If not, why not?

Roaring ‘20s: How pent-up demand could fuel recovery

2021-04-19

Hmm..

Sorry, the original content has been removed

2021-03-08

eventual rebound

Is The Nio Sell-Off Overdone?

Go to Tiger App to see more news

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Yeah! <a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","listText":"Got Apple! Yeah! <a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a>","text":"Got Apple! Yeah! @koolgal","images":[{"img":"https://community-static.tradeup.com/news/a2b686b410389322e4f8831ae7e7a1fc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/485415477813768","isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":438985009824136,"gmtCreate":1748224622869,"gmtModify":1748224625519,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$MEITUAN-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/438985009824136","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392904989319232,"gmtCreate":1736948796293,"gmtModify":1736948799973,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"3 to 5 years is a reasonable timeframe","listText":"3 to 5 years is a reasonable timeframe","text":"3 to 5 years is a reasonable timeframe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392904989319232","repostId":"1193277355","repostType":2,"repost":{"id":"1193277355","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1736931831,"share":"https://ttm.financial/m/news/1193277355?lang=&edition=fundamental","pubTime":"2025-01-15 17:03","market":"hk","language":"en","title":"Stock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1193277355","media":"Stock Track","summary":"Rigetti Computing Inc.  saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. 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Meanwhile, D-Wave Quantum's CEO Alan Baratz refuted the notion that quantum computing's usefulness is far off, stating that customers are already solving important problems much faster using the company's quantum computers.</p>\n\n<p>Additionally, SAP's CEO Christian Klein said the company sees quantum computing having a significant impact on areas like supply chain management within 3-4 years. While Microsoft urged businesses to prepare for the \"quantum-ready era\" in 2025, leading quantum scientists still have more conservative timelines on when the technology will offer economically useful advantages. Nonetheless, the emerging optimism helped drive renewed investor interest in the sector, propelling stocks like RGTI higher.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-01-15 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rigetti Computing Inc. (RGTI) saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. The rally followed a recent selloff in the sector after skeptical comments from tech leaders about the technology being decades away from practical use.</p>\n\n<p>The surge was driven by positive analyst actions and industry voices expressing more optimistic views on quantum computing's prospects. B. Riley Securities raised its price target on RGTI to $8.50 from $4, citing the company's progress and the broader opportunity in the space. Meanwhile, D-Wave Quantum's CEO Alan Baratz refuted the notion that quantum computing's usefulness is far off, stating that customers are already solving important problems much faster using the company's quantum computers.</p>\n\n<p>Additionally, SAP's CEO Christian Klein said the company sees quantum computing having a significant impact on areas like supply chain management within 3-4 years. While Microsoft urged businesses to prepare for the \"quantum-ready era\" in 2025, leading quantum scientists still have more conservative timelines on when the technology will offer economically useful advantages. Nonetheless, the emerging optimism helped drive renewed investor interest in the sector, propelling stocks like RGTI higher.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RGTI":"Rigetti Computing"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193277355","content_text":"Rigetti Computing Inc. (RGTI) saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. The rally followed a recent selloff in the sector after skeptical comments from tech leaders about the technology being decades away from practical use.\nThe surge was driven by positive analyst actions and industry voices expressing more optimistic views on quantum computing's prospects. B. Riley Securities raised its price target on RGTI to $8.50 from $4, citing the company's progress and the broader opportunity in the space. Meanwhile, D-Wave Quantum's CEO Alan Baratz refuted the notion that quantum computing's usefulness is far off, stating that customers are already solving important problems much faster using the company's quantum computers.\nAdditionally, SAP's CEO Christian Klein said the company sees quantum computing having a significant impact on areas like supply chain management within 3-4 years. While Microsoft urged businesses to prepare for the \"quantum-ready era\" in 2025, leading quantum scientists still have more conservative timelines on when the technology will offer economically useful advantages. Nonetheless, the emerging optimism helped drive renewed investor interest in the sector, propelling stocks like RGTI higher.","news_type":1,"symbols_score_info":{"RGTI":1}},"isVote":1,"tweetType":1,"viewCount":2215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386164416692488,"gmtCreate":1735289486687,"gmtModify":1735528723849,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"Congrats <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a><a href=\"https://ttm.financial/U/3559581955535845\"> </a>! Superb and well deserved win!","listText":"Congrats <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a><a href=\"https://ttm.financial/U/3559581955535845\"> </a>! Superb and well deserved win!","text":"Congrats @koolgal ! Superb and well deserved win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386164416692488","isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384812738322680,"gmtCreate":1734967838965,"gmtModify":1734967841739,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384812738322680","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380245206393136,"gmtCreate":1733869870648,"gmtModify":1733869872702,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380245206393136","isVote":1,"tweetType":1,"viewCount":2143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378484595732528,"gmtCreate":1733431343781,"gmtModify":1733431346570,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378484595732528","isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375668874747912,"gmtCreate":1732747156684,"gmtModify":1732763900657,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"I would like to share Thanksgiving dinner with <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a>, <a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET</a>, <a href=\"https://ttm.financial/U/4132300740238052\"> @</a><a href=\"https://ttm.financial/U/4132300740238052\">icycrystal</a><a href=\"https://ttm.financial/U/4132300740238052\"> </a>and <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode</a>! Happy investing!","listText":"I would like to share Thanksgiving dinner with <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a>, <a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET</a>, <a href=\"https://ttm.financial/U/4132300740238052\"> @</a><a href=\"https://ttm.financial/U/4132300740238052\">icycrystal</a><a href=\"https://ttm.financial/U/4132300740238052\"> </a>and <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode</a>! Happy investing!","text":"I would like to share Thanksgiving dinner with @koolgal, @SPACE ROCKET, @icycrystal and @Barcode! Happy investing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/375668874747912","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4132300740238052","idStr":"4132300740238052"},"content":"awww... so nice to have Thanksgiving with y'all [Love] [Love] [Love]","text":"awww... so nice to have Thanksgiving with y'all [Love] [Love] [Love]","html":"awww... so nice to have Thanksgiving with y'all [Love] [Love] [Love]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372817005322680,"gmtCreate":1732062780448,"gmtModify":1732062783214,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372817005322680","isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372943400493208,"gmtCreate":1732060611182,"gmtModify":1732060613208,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/OTLY\">$Oatly Group AB(OTLY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/OTLY\">$Oatly Group AB(OTLY)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Oatly Group AB(OTLY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372943400493208","isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370574501020000,"gmtCreate":1731511418443,"gmtModify":1731511421196,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370574501020000","isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368171347148992,"gmtCreate":1730903418515,"gmtModify":1730903421564,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368171347148992","isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357091563675840,"gmtCreate":1728190120363,"gmtModify":1728190124335,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Well positioned","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Well positioned","text":"$BABA-W(09988)$ Well positioned","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357091563675840","isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281945671053408,"gmtCreate":1709862903853,"gmtModify":1709862907352,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ &nbsp;</a>","text":"$Sea Ltd(SE)$","images":[{"img":"https://community-static.tradeup.com/news/73da7ba70b3835527b95bdc1496e471a","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/281945671053408","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274329561907488,"gmtCreate":1708012787118,"gmtModify":1708012789512,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$ &nbsp;</a>","text":"$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274329561907488","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":270428532900080,"gmtCreate":1707060561969,"gmtModify":1707060566044,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/270428532900080","repostId":"270466762281040","repostType":1,"isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258682949054664,"gmtCreate":1704189011516,"gmtModify":1704189015683,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"There is a likelihood as interest has started to pick up.&nbsp;","listText":"There is a likelihood as interest has started to pick up.&nbsp;","text":"There is a likelihood as interest has started to pick up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258682949054664","isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257447497699600,"gmtCreate":1703887294900,"gmtModify":1703887297258,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>Up","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"1\"></v-v>Up","text":"$Amazon.com(AMZN)$ Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257447497699600","isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257292766007368,"gmtCreate":1703849512103,"gmtModify":1703849514620,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TQQQ\">$Nasdaq100 Bull 3X ETF(TQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Nasdaq100 Bull 3X ETF(TQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257292766007368","isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237190620578000,"gmtCreate":1698943611769,"gmtModify":1698943615336,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576060582803676","idStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Reit(JYEU.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/JYEU.SI\">$Lendlease Reit(JYEU.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Lendlease Reit(JYEU.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237190620578000","isVote":1,"tweetType":1,"viewCount":1779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":281945671053408,"gmtCreate":1709862903853,"gmtModify":1709862907352,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$ &nbsp;</a>","text":"$Sea Ltd(SE)$","images":[{"img":"https://community-static.tradeup.com/news/73da7ba70b3835527b95bdc1496e471a","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/281945671053408","isVote":1,"tweetType":1,"viewCount":1714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9912199414,"gmtCreate":1664765503938,"gmtModify":1676537504796,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/C8R.SI\">$JIUTIAN CHEMICAL GROUP LIMITED(C8R.SI)$</a>If you are shorting, be cautious. Short squeeze can kick in easily","listText":"<a href=\"https://ttm.financial/S/C8R.SI\">$JIUTIAN CHEMICAL GROUP LIMITED(C8R.SI)$</a>If you are shorting, be cautious. Short squeeze can kick in easily","text":"$JIUTIAN CHEMICAL GROUP LIMITED(C8R.SI)$If you are shorting, be cautious. Short squeeze can kick in easily","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9912199414","isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375668874747912,"gmtCreate":1732747156684,"gmtModify":1732763900657,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"I would like to share Thanksgiving dinner with <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a>, <a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET</a>, <a href=\"https://ttm.financial/U/4132300740238052\"> @</a><a href=\"https://ttm.financial/U/4132300740238052\">icycrystal</a><a href=\"https://ttm.financial/U/4132300740238052\"> </a>and <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode</a>! Happy investing!","listText":"I would like to share Thanksgiving dinner with <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a>, <a href=\"https://ttm.financial/U/4093561479903300\"> @SPACE ROCKET</a>, <a href=\"https://ttm.financial/U/4132300740238052\"> @</a><a href=\"https://ttm.financial/U/4132300740238052\">icycrystal</a><a href=\"https://ttm.financial/U/4132300740238052\"> </a>and <a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode</a>! Happy investing!","text":"I would like to share Thanksgiving dinner with @koolgal, @SPACE ROCKET, @icycrystal and @Barcode! Happy investing!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/375668874747912","isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132300740238052","authorId":"4132300740238052","name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"4132300740238052","authorIdStr":"4132300740238052"},"content":"awww... so nice to have Thanksgiving with y'all [Love] [Love] [Love]","text":"awww... so nice to have Thanksgiving with y'all [Love] [Love] [Love]","html":"awww... so nice to have Thanksgiving with y'all [Love] [Love] [Love]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077197299,"gmtCreate":1658463812812,"gmtModify":1676536163799,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"As a long term investor,&nbsp;&nbsp;my recommendation is to be vested in both stocks. I view them as complementary to each other rather than subsitutes. The tradeoff of political risk for Alibaba's potential growth is acceptable business risk. Amazon offers a less risk averse profile which is handy for long term.&nbsp;[Cool]&nbsp;","listText":"As a long term investor,&nbsp;&nbsp;my recommendation is to be vested in both stocks. I view them as complementary to each other rather than subsitutes. The tradeoff of political risk for Alibaba's potential growth is acceptable business risk. Amazon offers a less risk averse profile which is handy for long term.&nbsp;[Cool]&nbsp;","text":"As a long term investor, my recommendation is to be vested in both stocks. I view them as complementary to each other rather than subsitutes. The tradeoff of political risk for Alibaba's potential growth is acceptable business risk. Amazon offers a less risk averse profile which is handy for long term. [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077197299","repostId":"1179007770","repostType":2,"repost":{"id":"1179007770","kind":"news","pubTimestamp":1658461924,"share":"https://ttm.financial/m/news/1179007770?lang=&edition=fundamental","pubTime":"2022-07-22 11:52","market":"us","language":"en","title":"Alibaba Vs. Amazon: A Winner Emerges","url":"https://stock-news.laohu8.com/highlight/detail?id=1179007770","media":"Seeking Alpha","summary":"SummaryAlibaba and Amazon are both great companies in an industry that's experiencing temporary head","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba and Amazon are both great companies in an industry that&#39;s experiencing temporary headwinds.</li><li>E-commerce over-earned in 2020 and 2021 and is now paying the price for it.</li><li>Alibaba is cheaper, more profitable, and faster-growing than Amazon.</li><li>However, Amazon faces less political risk.</li><li>In this article, I explore these and other factors to determine which of the two e-commerce giants is a better buy.</li></ul><p><b>Alibaba</b>(NYSE:BABA) and <b>Amazon</b>(NASDAQ:AMZN) are two of the undisputed leaders of the e-commerce industry. BABA is the top e-commerce platform in China by profit, while Amazon is#1 in the U.S.by revenue as well as profit. Beyond the fact that they have similar core businesses, both Amazon and Alibaba also have cloud computing segments. The cloud has been a big profit driver for Amazon, whose core e-commerce business isn’t always profitable, and Alibaba is making big moves in the space too.</p><p>Despite the similarities between Alibaba and Amazon, there are big differences as well. Amazon sells goods directly, while Alibaba relies almost exclusively on third parties. Amazon’s biggest market is the United States, Alibaba’s is China. Amazon’s cloud business is a huge profit driver, Alibaba’s e-commerce business subsidizes the cloud.</p><p>There are enough differences between Amazon and Alibaba to make the comparison less than “apples to apples.” However, these two companies are the biggest e-commerce players in the world’s first and second largest economies. So, they are worth comparing.</p><p>The comparison is fairly interesting, too. Alibaba has both a cheaper valuation and faster revenue growth than Amazon, which would theoretically make it a better buy. However, Amazon faces less political risk than Alibaba does, which justifies some sort of a premium. The question, then, is whether Amazon’s valuation premium relative to Alibaba is too large, too small, or just the right size. In this article, I will argue that it is too large, and that BABA is the better buy out of these stocks at today’s prices.</p><p><b>Amazon and Alibaba: Competitors?</b></p><p>The first thing we need to know when looking at Amazon and Alibaba side by side is whether the two companies are competitors. They’re in the same industry, but in different regions. So the degree of competition is hard to gauge.</p><p>Generally, if you search online for a list of Amazon competitors, you’ll see Alibaba listed among them. For example, a <b>Shopify</b>(SHOP) blog post names Alibabain its list of companies that compete with Amazon. Many other sources online report the same thing.</p><p>There may be some competition between Amazon and Alibaba in some markets, but it’s pretty limited. In the U.S., the two companies actually have a symbiotic relationship. Alibaba is a huge source of bulk goods that drop shippers sell on Amazon, Shopify and <b>eBay</b>(EBAY). So Amazon and Alibaba can feed off each other&#39;s success in the United States.</p><p>As far as China goes: there’s little meaningful competition between Amazon and Alibaba there. Amazon exited direct selling in China in 2019, and now only does cross-border shipping. Shipping from the U.S. to China takes11-20 business days for consumer packages, which creates a barrier to Amazon gaining significant market share in China.</p><p><b>Financials</b></p><p>Alibaba and Amazon are both large, established tech companies. In recent years, BABA’s growth has been faster than Amazon’s, though it decelerated a lot in the last two quarters. Below you’ll find a table with some select financial metrics for Amazon and Alibaba side by side. As you can see, BABA generally has the higher growth rates of the two companies, but not by a lot.</p><p><img src=\"https://static.tigerbbs.com/7297f6973d96d7f1c681640e3b28afcd\" tg-width=\"632\" tg-height=\"315\" referrerpolicy=\"no-referrer\"/></p><p>As the table shows, BABA’s growth is faster than AMZN’s on the top line, and the decline is less severe on two out of four bottom line metrics. Although BABA’s earnings decline was more severe than Amazon’s, BABA managed to retain positive FCF in the TTM period, while Amazon didn’t. BABA also had the less severe decline in operating income/EBIT.</p><p>We can also calculate some profit metrics from the above figures. They are shown in the table below.</p><p><img src=\"https://static.tigerbbs.com/096cebe510afefb9b7817a44624e043f\" tg-width=\"632\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/></p><p>Again, the comparison favors Alibaba. Amazon only beats Alibaba on one profit metric (gross margin), but its win there is small. Meanwhile, BABA doubles AMZN’s EBIT margin, nearly doubles the net margin, and has a positive FCF margin. On profitability, Alibaba takes home the gold.</p><p><b>Valuation</b></p><p>Having looked at Amazon and Alibaba’s financials, we can turn to their valuations. On this factor, there really is no comparison: BABA is cheaper than AMZN by a country mile. Its key multiples are all lower than Amazon’s, and it comes out with more upside in a DCF model.</p><p>In the table below, I’ve compiled some valuation measures for AMZN and BABA using Seeking Alpha Quant. BABA is cheaper than AMZN on every single one.</p><p><img src=\"https://static.tigerbbs.com/e670b7e0fab330f4f1835c4bf4f5f35b\" tg-width=\"624\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>Not only are BABA’s multiples lower than Amazon’s, many of them are in true value territory. Earnings and cash flow multiples around 12 are not much higher than what bank stocks trade at, yet BABA is a tech giant with 40% five-year annualized revenue growth. It looks like a bargain, and the comparison to AMZN is favorable.</p><p>It’s also possible to compare Amazon and Alibaba using a discounted cash flow analysis. In a recent article, I did a DCF valuation of BABA using the 10-year Treasury yield as the discount rate, and got a $253 fair value. The yield hasn’t changed since I wrote that article, so that valuation still stands. I will say that Alibaba stock is generally considered risky, and if you throw a 3% risk premium on top of the discount rate I used, you only get $119. That’s still upside, but not a whole lot.</p><p>Amazon’s DCF valuation is a more complicated topic. If you use a 3% discount rate and assume that the 3-year CAGR earnings growth rate of 20% continues over the next five years before slowing to 0%, you get to $165. That’s upside to today’s price, but less upside than my BABA model, even though the BABA model assumes way less growth. If BABA goes to $250 it rises 140%. If AMZN goes to $165, it rises just 35%. So if we can use the same discount rate for Amazon and BABA, BABA is worth more, even with far more conservative growth assumptions. With that said, Alibaba is exposed to considerable political risk, so there’s a case to be made for using a higher discount rate for BABA than for AMZN.</p><p><b>Long-Term Business Outlook</b></p><p>Having looked at historical factors, we can turn to the long-term business outlook for Amazon and Alibaba. Everything I’ve written about these two stocks assumes that they can return to positive earnings growth in the future, so we need to gauge whether that’s the case.</p><p>First, we can look at industry prospects on a worldwide basis. Valuates Report forecasts that e-commerce will grow at 17.4% CAGR to 2028. Other forecasters offer similar estimates. That sounds nice, but it isn’t consistent with what&#39;s happening this year. Amazon, Alibaba, and Shopify all saw significant deceleration this year. Growth should pick up again in the future, but I’m not sure that Valuates’ rosy forecast will be hit. The COVID-19 pandemic was a huge tailwind for e-commerce firms in 2020 and 2021, pulling revenue growth forward. We can expect the industry to grow in the future, but not as much as in the recent past.</p><p>Next, we can look at growth in the markets Amazon and Alibaba serve. Both the U.S. and China have decent historical GDP growth, but China’s growth is faster. America’s10-year compound GDP growth is 2.1%. China’s is 6%. China’s growth could be cut in half, and it would still be faster than the U.S. So, BABA takes the nod on growth in the key market.</p><p>Alibaba and Amazon face similar amounts of competition. Amazon is up against Shopify, eBay and <b>Walmart</b>(WMT); Alibaba has <b>JD</b>(JD) and <b>Pinduoduo</b>(PDD). The number and size of major competitors is similar for both companies. Given the similarity of the competitive dynamics Amazon and Alibaba face, it looks like China’s edge in economic growth gives BABA an edge in long-term business outlook.</p><p><b>One Big Risk</b></p><p>All of the factors I’ve looked at so far favor Alibaba over Amazon. The former company wins on growth, profitability and valuation, the latter on none of the factors I’ve looked at. It seems like an open and shut case. However, there is one factor that does give Amazon an edge:</p><p><i>Political risk.</i></p><p>Currently, Alibaba is exposed to a rather enormous number of political risks, including:</p><ul><li><p>Renewed fines.</p></li><li><p>A data leak that’s being investigated by China’s government.</p></li><li><p>The possibility of being delisted from the NYSE.</p></li></ul><p>It’s impossible to put a numerical value on risks like these, but they are real. Fines, for example, took a $2.8 billion bite out of BABA’s net income in calendar 2021. So the risks aren’t idle talk: they are materializing, and affecting fundamentals.</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 Vs. Amazon: A Winner Emerges</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 Vs. Amazon: A Winner Emerges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524647-alibaba-vs-amazon-stock-which-is-better?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A49><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba and Amazon are both great companies in an industry that's experiencing temporary headwinds.E-commerce over-earned in 2020 and 2021 and is now paying the price for it.Alibaba is cheaper,...</p>\n\n<a href=\"https://seekingalpha.com/article/4524647-alibaba-vs-amazon-stock-which-is-better?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A49\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4524647-alibaba-vs-amazon-stock-which-is-better?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A49","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179007770","content_text":"SummaryAlibaba and Amazon are both great companies in an industry that's experiencing temporary headwinds.E-commerce over-earned in 2020 and 2021 and is now paying the price for it.Alibaba is cheaper, more profitable, and faster-growing than Amazon.However, Amazon faces less political risk.In this article, I explore these and other factors to determine which of the two e-commerce giants is a better buy.Alibaba(NYSE:BABA) and Amazon(NASDAQ:AMZN) are two of the undisputed leaders of the e-commerce industry. BABA is the top e-commerce platform in China by profit, while Amazon is#1 in the U.S.by revenue as well as profit. Beyond the fact that they have similar core businesses, both Amazon and Alibaba also have cloud computing segments. The cloud has been a big profit driver for Amazon, whose core e-commerce business isn’t always profitable, and Alibaba is making big moves in the space too.Despite the similarities between Alibaba and Amazon, there are big differences as well. Amazon sells goods directly, while Alibaba relies almost exclusively on third parties. Amazon’s biggest market is the United States, Alibaba’s is China. Amazon’s cloud business is a huge profit driver, Alibaba’s e-commerce business subsidizes the cloud.There are enough differences between Amazon and Alibaba to make the comparison less than “apples to apples.” However, these two companies are the biggest e-commerce players in the world’s first and second largest economies. So, they are worth comparing.The comparison is fairly interesting, too. Alibaba has both a cheaper valuation and faster revenue growth than Amazon, which would theoretically make it a better buy. However, Amazon faces less political risk than Alibaba does, which justifies some sort of a premium. The question, then, is whether Amazon’s valuation premium relative to Alibaba is too large, too small, or just the right size. In this article, I will argue that it is too large, and that BABA is the better buy out of these stocks at today’s prices.Amazon and Alibaba: Competitors?The first thing we need to know when looking at Amazon and Alibaba side by side is whether the two companies are competitors. They’re in the same industry, but in different regions. So the degree of competition is hard to gauge.Generally, if you search online for a list of Amazon competitors, you’ll see Alibaba listed among them. For example, a Shopify(SHOP) blog post names Alibabain its list of companies that compete with Amazon. Many other sources online report the same thing.There may be some competition between Amazon and Alibaba in some markets, but it’s pretty limited. In the U.S., the two companies actually have a symbiotic relationship. Alibaba is a huge source of bulk goods that drop shippers sell on Amazon, Shopify and eBay(EBAY). So Amazon and Alibaba can feed off each other's success in the United States.As far as China goes: there’s little meaningful competition between Amazon and Alibaba there. Amazon exited direct selling in China in 2019, and now only does cross-border shipping. Shipping from the U.S. to China takes11-20 business days for consumer packages, which creates a barrier to Amazon gaining significant market share in China.FinancialsAlibaba and Amazon are both large, established tech companies. In recent years, BABA’s growth has been faster than Amazon’s, though it decelerated a lot in the last two quarters. Below you’ll find a table with some select financial metrics for Amazon and Alibaba side by side. As you can see, BABA generally has the higher growth rates of the two companies, but not by a lot.As the table shows, BABA’s growth is faster than AMZN’s on the top line, and the decline is less severe on two out of four bottom line metrics. Although BABA’s earnings decline was more severe than Amazon’s, BABA managed to retain positive FCF in the TTM period, while Amazon didn’t. BABA also had the less severe decline in operating income/EBIT.We can also calculate some profit metrics from the above figures. They are shown in the table below.Again, the comparison favors Alibaba. Amazon only beats Alibaba on one profit metric (gross margin), but its win there is small. Meanwhile, BABA doubles AMZN’s EBIT margin, nearly doubles the net margin, and has a positive FCF margin. On profitability, Alibaba takes home the gold.ValuationHaving looked at Amazon and Alibaba’s financials, we can turn to their valuations. On this factor, there really is no comparison: BABA is cheaper than AMZN by a country mile. Its key multiples are all lower than Amazon’s, and it comes out with more upside in a DCF model.In the table below, I’ve compiled some valuation measures for AMZN and BABA using Seeking Alpha Quant. BABA is cheaper than AMZN on every single one.Not only are BABA’s multiples lower than Amazon’s, many of them are in true value territory. Earnings and cash flow multiples around 12 are not much higher than what bank stocks trade at, yet BABA is a tech giant with 40% five-year annualized revenue growth. It looks like a bargain, and the comparison to AMZN is favorable.It’s also possible to compare Amazon and Alibaba using a discounted cash flow analysis. In a recent article, I did a DCF valuation of BABA using the 10-year Treasury yield as the discount rate, and got a $253 fair value. The yield hasn’t changed since I wrote that article, so that valuation still stands. I will say that Alibaba stock is generally considered risky, and if you throw a 3% risk premium on top of the discount rate I used, you only get $119. That’s still upside, but not a whole lot.Amazon’s DCF valuation is a more complicated topic. If you use a 3% discount rate and assume that the 3-year CAGR earnings growth rate of 20% continues over the next five years before slowing to 0%, you get to $165. That’s upside to today’s price, but less upside than my BABA model, even though the BABA model assumes way less growth. If BABA goes to $250 it rises 140%. If AMZN goes to $165, it rises just 35%. So if we can use the same discount rate for Amazon and BABA, BABA is worth more, even with far more conservative growth assumptions. With that said, Alibaba is exposed to considerable political risk, so there’s a case to be made for using a higher discount rate for BABA than for AMZN.Long-Term Business OutlookHaving looked at historical factors, we can turn to the long-term business outlook for Amazon and Alibaba. Everything I’ve written about these two stocks assumes that they can return to positive earnings growth in the future, so we need to gauge whether that’s the case.First, we can look at industry prospects on a worldwide basis. Valuates Report forecasts that e-commerce will grow at 17.4% CAGR to 2028. Other forecasters offer similar estimates. That sounds nice, but it isn’t consistent with what's happening this year. Amazon, Alibaba, and Shopify all saw significant deceleration this year. Growth should pick up again in the future, but I’m not sure that Valuates’ rosy forecast will be hit. The COVID-19 pandemic was a huge tailwind for e-commerce firms in 2020 and 2021, pulling revenue growth forward. We can expect the industry to grow in the future, but not as much as in the recent past.Next, we can look at growth in the markets Amazon and Alibaba serve. Both the U.S. and China have decent historical GDP growth, but China’s growth is faster. America’s10-year compound GDP growth is 2.1%. China’s is 6%. China’s growth could be cut in half, and it would still be faster than the U.S. So, BABA takes the nod on growth in the key market.Alibaba and Amazon face similar amounts of competition. Amazon is up against Shopify, eBay and Walmart(WMT); Alibaba has JD(JD) and Pinduoduo(PDD). The number and size of major competitors is similar for both companies. Given the similarity of the competitive dynamics Amazon and Alibaba face, it looks like China’s edge in economic growth gives BABA an edge in long-term business outlook.One Big RiskAll of the factors I’ve looked at so far favor Alibaba over Amazon. The former company wins on growth, profitability and valuation, the latter on none of the factors I’ve looked at. It seems like an open and shut case. However, there is one factor that does give Amazon an edge:Political risk.Currently, Alibaba is exposed to a rather enormous number of political risks, including:Renewed fines.A data leak that’s being investigated by China’s government.The possibility of being delisted from the NYSE.It’s impossible to put a numerical value on risks like these, but they are real. Fines, for example, took a $2.8 billion bite out of BABA’s net income in calendar 2021. So the risks aren’t idle talk: they are materializing, and affecting fundamentals.","news_type":1,"symbols_score_info":{"AMZN":0.9,"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":438985009824136,"gmtCreate":1748224622869,"gmtModify":1748224625519,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/03690\">$MEITUAN-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$MEITUAN-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/438985009824136","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392904989319232,"gmtCreate":1736948796293,"gmtModify":1736948799973,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"3 to 5 years is a reasonable timeframe","listText":"3 to 5 years is a reasonable timeframe","text":"3 to 5 years is a reasonable timeframe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392904989319232","repostId":"1193277355","repostType":2,"repost":{"id":"1193277355","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1736931831,"share":"https://ttm.financial/m/news/1193277355?lang=&edition=fundamental","pubTime":"2025-01-15 17:03","market":"hk","language":"en","title":"Stock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1193277355","media":"Stock Track","summary":"Rigetti Computing Inc.  saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. The rally followed a recent selloff in the sector after skeptical comments from tech leaders about the technology being decades away from practical use.The surge was driven by positive analyst actions and industry voices expressing more optimistic views on quantum computing's prospects. B. Riley Securities raised its price target ","content":"<p>Rigetti Computing Inc. (RGTI) saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. The rally followed a recent selloff in the sector after skeptical comments from tech leaders about the technology being decades away from practical use.</p>\n\n<p>The surge was driven by positive analyst actions and industry voices expressing more optimistic views on quantum computing's prospects. B. Riley Securities raised its price target on RGTI to $8.50 from $4, citing the company's progress and the broader opportunity in the space. Meanwhile, D-Wave Quantum's CEO Alan Baratz refuted the notion that quantum computing's usefulness is far off, stating that customers are already solving important problems much faster using the company's quantum computers.</p>\n\n<p>Additionally, SAP's CEO Christian Klein said the company sees quantum computing having a significant impact on areas like supply chain management within 3-4 years. While Microsoft urged businesses to prepare for the \"quantum-ready era\" in 2025, leading quantum scientists still have more conservative timelines on when the technology will offer economically useful advantages. Nonetheless, the emerging optimism helped drive renewed investor interest in the sector, propelling stocks like RGTI higher.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Rigetti Computing Surges 7.82% Pre-Market on Renewed Optimism Around Quantum Computing Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2025-01-15 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rigetti Computing Inc. (RGTI) saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. The rally followed a recent selloff in the sector after skeptical comments from tech leaders about the technology being decades away from practical use.</p>\n\n<p>The surge was driven by positive analyst actions and industry voices expressing more optimistic views on quantum computing's prospects. B. Riley Securities raised its price target on RGTI to $8.50 from $4, citing the company's progress and the broader opportunity in the space. Meanwhile, D-Wave Quantum's CEO Alan Baratz refuted the notion that quantum computing's usefulness is far off, stating that customers are already solving important problems much faster using the company's quantum computers.</p>\n\n<p>Additionally, SAP's CEO Christian Klein said the company sees quantum computing having a significant impact on areas like supply chain management within 3-4 years. While Microsoft urged businesses to prepare for the \"quantum-ready era\" in 2025, leading quantum scientists still have more conservative timelines on when the technology will offer economically useful advantages. Nonetheless, the emerging optimism helped drive renewed investor interest in the sector, propelling stocks like RGTI higher.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RGTI":"Rigetti Computing"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193277355","content_text":"Rigetti Computing Inc. (RGTI) saw its shares soar 7.82% in pre-market trading on Wednesday, as renewed optimism emerged around the potential of quantum computing technology. The rally followed a recent selloff in the sector after skeptical comments from tech leaders about the technology being decades away from practical use.\nThe surge was driven by positive analyst actions and industry voices expressing more optimistic views on quantum computing's prospects. B. Riley Securities raised its price target on RGTI to $8.50 from $4, citing the company's progress and the broader opportunity in the space. Meanwhile, D-Wave Quantum's CEO Alan Baratz refuted the notion that quantum computing's usefulness is far off, stating that customers are already solving important problems much faster using the company's quantum computers.\nAdditionally, SAP's CEO Christian Klein said the company sees quantum computing having a significant impact on areas like supply chain management within 3-4 years. While Microsoft urged businesses to prepare for the \"quantum-ready era\" in 2025, leading quantum scientists still have more conservative timelines on when the technology will offer economically useful advantages. Nonetheless, the emerging optimism helped drive renewed investor interest in the sector, propelling stocks like RGTI higher.","news_type":1,"symbols_score_info":{"RGTI":1}},"isVote":1,"tweetType":1,"viewCount":2215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386164416692488,"gmtCreate":1735289486687,"gmtModify":1735528723849,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"Congrats <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a><a href=\"https://ttm.financial/U/3559581955535845\"> </a>! Superb and well deserved win!","listText":"Congrats <a href=\"https://ttm.financial/U/3559581955535845\"> @</a><a href=\"https://ttm.financial/U/3559581955535845\">koolgal</a><a href=\"https://ttm.financial/U/3559581955535845\"> </a>! Superb and well deserved win!","text":"Congrats @koolgal ! Superb and well deserved win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386164416692488","isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384812738322680,"gmtCreate":1734967838965,"gmtModify":1734967841739,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384812738322680","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":380245206393136,"gmtCreate":1733869870648,"gmtModify":1733869872702,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/380245206393136","isVote":1,"tweetType":1,"viewCount":2143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378484595732528,"gmtCreate":1733431343781,"gmtModify":1733431346570,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated 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AB(OTLY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372943400493208","isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370574501020000,"gmtCreate":1731511418443,"gmtModify":1731511421196,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370574501020000","isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368171347148992,"gmtCreate":1730903418515,"gmtModify":1730903421564,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ZIM\">$ZIM Integrated Shipping Services Ltd.(ZIM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$ZIM Integrated Shipping Services Ltd.(ZIM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368171347148992","isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357091563675840,"gmtCreate":1728190120363,"gmtModify":1728190124335,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Well positioned","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v>Well positioned","text":"$BABA-W(09988)$ Well positioned","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357091563675840","isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917940050,"gmtCreate":1665418078270,"gmtModify":1676537603194,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"Going down&nbsp;[Cry]&nbsp;","listText":"Going down&nbsp;[Cry]&nbsp;","text":"Going down [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917940050","repostId":"1129204631","repostType":4,"repost":{"id":"1129204631","kind":"news","pubTimestamp":1665415321,"share":"https://ttm.financial/m/news/1129204631?lang=&edition=fundamental","pubTime":"2022-10-10 23:22","market":"us","language":"en","title":"The 2022 Bear Market Cycle May Be Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1129204631","media":"Seeking Alpha","summary":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.</li><li>However, that doesn&#39;t mean it will be the bottom.</li><li>Whether the market bottoms or not will depend on interest rates.</li></ul><p>The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&amp;P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.</p><p>The mid-August peak served as another turning point for the S&amp;P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.</p><p><img src=\"https://static.tigerbbs.com/49a5b3b87d56cd4bd4441ffe78d7917b\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>An October New Low?</b></p><p>From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.</p><p>It&#39;s All About Rates</p><p>The S&amp;P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn&#39;t see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.</p><p><img src=\"https://static.tigerbbs.com/cbe9b42330ab57d8cb7fcad9ad287b66\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Since 2014, the average spread between the S&amp;P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&amp;P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.</p><p><img src=\"https://static.tigerbbs.com/716b902ff03171d3d6501fc54cd5e4ff\" tg-width=\"640\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Another 9% Decline?</p><p>The S&amp;P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&amp;P 500 back to a historically average fair value.</p><p>With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&amp;P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.</p><p><img src=\"https://static.tigerbbs.com/65e039fb8224601f45af66fa8d842e51\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&amp;P 500 will need to continue to decline with the pace of rates risings.</p><p>Rate Cuts?</p><p>Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.</p><p><img src=\"https://static.tigerbbs.com/446920a17ef8c631f042c4e6c66a83c5\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.</p><p><img src=\"https://static.tigerbbs.com/4ebdd77840eddc274c550c53a8b6d962\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.</p><p><img src=\"https://static.tigerbbs.com/a37e7dfd2cd888c6f32ea805482bc8b2\" tg-width=\"640\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>In this case, Friday&#39;s job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.</p><p>If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren&#39;t finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.</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>The 2022 Bear Market Cycle May Be Far From Over</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\">\nThe 2022 Bear Market Cycle May Be Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4545463-2022-bear-market-cycle-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129204631","content_text":"SummaryThe bear markets of 1937, 2000, and 2008 suggest a short-term bottom may be found in October.However, that doesn't mean it will be the bottom.Whether the market bottoms or not will depend on interest rates.The bear market of 2022 still has further to run based on historical trends and valuations versus interest rates. The 2022 S&P 500 continues to trace bear markets of 1937, 2000, and 2008, which is more an indication of the ebb and flow of human nature than past and future events.The mid-August peak served as another turning point for the S&P 500, leading to a new September low. At this point, the historical references of the great bear markets of the past suggest another low is due sometime around October 25, give or take a couple of days, followed by an upward move and perhaps some consolidation.BloombergAn October New Low?From a perspective of events that could lead to a continued decline and bottom at the end of October, a better-than-feared earnings season could be one such event. Whether a late October low will be the bottom or a short-term low is yet to be seen, but given how high valuations are, more work will need to be done for the bottom to be put in place.It's All About RatesThe S&P 500 earnings yield for 2022 minus the 10-Yr real yield is currently 4.56%. Historically, that is at the lower end of the range and associated with market tops, not bottoms. For example, the 4.5% region was visited in December 2016, January 2018, October 2018, and June 2020. The only case that didn't see a significant decline was in December 2016, when the index consolidated sideways for nearly three months.BloombergSince 2014, the average spread between the S&P 500 current year earnings yields and the 10-Yr real yield has been around 5.2%, with a standard deviation range of 4.87% to 5.57%. Currently, the S&P 500 premium to the 10-yr TIP is more than two standard deviations from the average. The spread would need to rise by 30 bps to get the index back to within one standard deviation, or by 65 bps to return to the historical average.BloombergAnother 9% Decline?The S&P 500 has an earnings yield based on 2022 earnings estimates of 6.17%. An increase of 30 bps would increase the yield to 6.47%, and an increase of 60 bps would increase the yield to 6.77%. The earnings yield is simply the inverse of the PE ratio, which means the current PE ratio is 16.2 and would need to fall to 15.4 or 14.7 to bring the S&P 500 back to a historically average fair value.With the earnings estimates for 2022 currently tracking at $224.73, it would value the S&P 500 in a range of 3,460 to 3,300. That would equal a further decline in the index of around 5% to 9%.BloombergWhat will tell us when this bear market is over is more likely to be interest rates and the dollar index, as these will likely provide a much better signal than other metrics. Because if rates continue to rise, the S&P 500 will need to continue to decline with the pace of rates risings.Rate Cuts?Typically, the 10-year minus the 2-year spread tells us when the Fed is about to start cutting rates. It is at the point where the spread begins to rise that tends to serve as the best reference for the end of a rate-hiking cycle and the start of a rate-cutting cycle.BloombergAs the market anticipates Fed rate cuts, the 2-Year yield begins to fall back to the 10-Year. It is the opposite, with the 10-2 year spread just recently making a new low in September and showing very little if no signs of turning higher.BloombergMeanwhile, the best way to determine when the 10-2 Year spread may begin to rise is by looking at the unemployment rate because that tends to be a very good predictor of where yields are heading. Typically, when the unemployment starts to run higher, it indicates that the 10-2 year spread will widen, suggesting a rate cut cycle is near.BloombergIn this case, Friday's job report showed the unemployment rate fell to 3.5% from 3.7% last month and back to its July lows. That leaves the spread between the ten and 2-year Treasury nowhere close to putting in a bottom, and means the Fed is probably nowhere close to finishing its rate hiking cycle.If the Fed is nowhere close to finishing its rate hiking cycle, then rates probably aren't finished rising. Thus, the equity market bear market cycle probably still has further to run, even if the equity market finds a short-term bottom at the end of October.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":110365308,"gmtCreate":1622426224204,"gmtModify":1704184189938,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"Waiting to load more. Future ready = 60% Crpto currency (40% Bitcoin and 20% others), 20% gold and 20% others (like&nbsp;silver)&nbsp;","listText":"Waiting to load more. Future ready = 60% Crpto currency (40% Bitcoin and 20% others), 20% gold and 20% others (like&nbsp;silver)&nbsp;","text":"Waiting to load more. Future ready = 60% Crpto currency (40% Bitcoin and 20% others), 20% gold and 20% others (like silver)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/110365308","repostId":"2139438981","repostType":4,"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329406977,"gmtCreate":1615264709199,"gmtModify":1704780315100,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"Rebound will be fast and furious. Do you&nbsp;agree? If&nbsp;not, why not?","listText":"Rebound will be fast and furious. Do you&nbsp;agree? If&nbsp;not, why not?","text":"Rebound will be fast and furious. Do you agree? If not, why not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/329406977","repostId":"1136781183","repostType":4,"repost":{"id":"1136781183","kind":"news","pubTimestamp":1615264277,"share":"https://ttm.financial/m/news/1136781183?lang=&edition=fundamental","pubTime":"2021-03-09 12:31","market":"us","language":"en","title":"Roaring ‘20s: How pent-up demand could fuel recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1136781183","media":"Capital Group","summary":"With major league baseball’s spring training just around the corner, you may already be daydreaming ","content":"<p>With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and roasted peanuts, hearing the crack of the bat and the roar of the crowd — just to feel normal again.</p>\n<p>If so, you are not alone — not among fellow Americans weary of the COVID pandemic nor within the context of history. This&nbsp;would not be the first time Americans have lived through a period of austerity brought on by a pandemic that resulted in burgeoning pent-up demand. In 1918, the Spanish Flu and World War I largely curtailed social gatherings and other activities across the country.</p>\n<p>To be sure, the U.S. was a very different place in the early 20th century, but consider that attendance at baseball stadiums in 1918 was half that of the previous year.</p>\n<p>By 1919, however, the pandemic had largely subsided, the war was over and attendance at games soared from 2.8 million in 1918 to 6.5 million in 1919. The decade that followed — the Roaring ‘20s — coincided with the first golden age of the automobile. Americans eager to see the countryside bought nearly 26 million cars and 3 million trucks in the 1920s, according to Automotive News.</p>\n<p>Could pent-up demand for travel and leisure drive a Roaring ‘20s today?</p>\n<p>“I think the quick introduction of vaccines is a major game changer, even with all the growing pains we are seeing in terms of distribution,” says equity portfolio manager Lisa Thompson. “A travel recovery is coming, and I think it can happen relatively quickly. Everybody is eager to go on vacation or to just get out and do stuff. The question is whether the recovery has legs. I think we will have to see how the vaccine rollout evolves, among other things.”</p>\n<p><b>Ready, willing — and able — to spend</b></p>\n<p>Indeed, cabin fever appears to have taken hold of consumers everywhere. There are signs that Americans are prepared to act: Savings rates have soared since the start of the pandemic, and though they have slowed a bit in recent months they remain relatively high.</p>\n<p><img src=\"https://static.tigerbbs.com/ea0902a5a997d2660913098a5a3551b0\" tg-width=\"744\" tg-height=\"407\">“Once there’s an all-clear, I expect the desire to travel plus the ability for many consumers to spend means we could see a powerful recovery, even if it takes a few years,” adds Thompson, who has spent more than 30 years as a professional investor.</p>\n<p>“This crisis is much different than the global financial crisis in 2008 or any of the other crises I’ve seen in my career. Today, looser fiscal policy, looser monetary policy, a very strong banking system and high personal savings rates could help drive a very sharp pickup in demand.”</p>\n<p>These conditions not only can benefit the travel and leisure industries but also the broadereconomy. To be sure, there will probably be hiccups along the way, and some areas will likely recover more quickly than others.</p>\n<p><b>Passenger loyalty: A tailwind for cruise lines</b></p>\n<p>Cruise ships became the epicenter of the COVID crisis in February 2020, when 3,700 people were quarantined aboard the Diamond Princess after a shipboard outbreak. At the time, the ship accounted for half of all known cases outside mainland China.</p>\n<p>“This industry has gotten so much negative media, yet people are still booking cruises for 2021 and 2022 at prices higher than they were in 2019,” says equity analyst Todd Saligman, who covers cruise lines and U.S. and European airlines. “That’s pretty indicative of the demand. There is a loyalty and enthusiasm among cruisers that people who don’t cruise may fail to appreciate, and that loyalty has persisted through the crisis.”</p>\n<p>In fact, more than 70% of respondents to an industry survey said they will cruise again.</p>\n<p>Loyal customers can keep cruise industry afloat</p>\n<p><img src=\"https://static.tigerbbs.com/43a53407adb55957b5a34953e08768be\" tg-width=\"702\" tg-height=\"442\"></p>\n<p>While cruising has resumed in Europe, the U.S. Centers for Disease Control imposed a “no sail” order that has not yet been lifted in North America.</p>\n<p>“It’s not clear when the ships will set sail again, but I believe they will be cruising near full utilization quicker than many people expect,” Saligman says.</p>\n<p>Although cruise stocks have rebounded from their March lows, Saligman believes select cruise lines continue to represent opportunity for long-term investors.</p>\n<p>What’s more, with intense focus on healthy sailing practices, “There’s a case to be made that they could one day be considered among the cleanest places on earth to vacation,” says equity portfolio manager Chris Buchbinder.</p>\n<p><b>Vacation plans up in the air</b></p>\n<p>As was the case in the cruise industry, global air travel was down an estimated 66% in 2020, about 20 times worse than the previous record. Within the U.S., which is more dependent on business travel, the devastation was worse: Air travel declined as much as 95% in the early months of the crisis.</p>\n<p>The rollout of the vaccines and prior experience gives Saligman confidence that demand will bounce back. “I believe it will happen quickly as the vaccine rolls out,” he says. “We also saw this after the September 11 attacks. A lot of people thought consumers would never fly again, and traffic recovered quickly.”</p>\n<p>Indeed, in China, where the virus is largely under control and the economy has rebounded, domestic air travel has nearly returned to pre-COVID levels.</p>\n<p>Air travel in China has soared back. Will the U.S. soon follow?</p>\n<p><img src=\"https://static.tigerbbs.com/a5e4e3bf8e7f8c037aba59d333be4710\" tg-width=\"740\" tg-height=\"386\"><b>The ripple effect</b></p>\n<p>A revival in travel demand can also have a powerful ripple effect, creating the need for a range of goods and services and helping drive job growth across a variety of industries. Among these are aircraft manufacturers, jet engine makers, hotels, casinos and restaurants — all of which were devastated by the pandemic.</p>\n<p>Consider aircraft engine makers, which operate a recurring revenue business model. Companies like Safran and General Electric build the engines and sell them at a modest profit, but the engines must be serviced regularly, and the engine makers can generate a great deal of revenue from the service contracts.</p>\n<p>“They're not making any money this year, because airplanes are grounded, but as air travel resumes, those manufacturers will potentially see their cash flows rebound,” Buchbinder says.</p>\n<p>Unlike other sectors of the economy during COVID, aircraft engine makers are not going to see digital disruption upend their business. “After all,” Buchbinder adds, “there are no digital aircraft engines.”</p>\n<p><b>Markets tend to anticipate recoveries</b></p>\n<p>Markets often anticipate recoveries in the underlying economy, so it’s important to recognize underlying trends early. Consider the global financial crisis, a period when the housing and automobile industries were severely beaten down. By 2012 it became clear that demand was building, thanks to changing demographics and an aging auto fleet. In both industries, a full recovery took several more years, but a rebound in auto- and housing-related stocks anticipated the recovery in demand and earnings. From February 2009 through December 2010, auto sales fell 6% while auto stock returns advanced 496%.</p>\n<p>Auto stocks rebounded ahead of sales after the global financial crisis</p>\n<p><img src=\"https://static.tigerbbs.com/2c4fdd2f1cb916356663c0570548d7d1\" tg-width=\"791\" tg-height=\"457\">More recently, since the introduction of the vaccines, shares of companies across a number of travel-related industries have registered strong gains. Select companies likely have room to run, Buchbinder says.</p>\n<p>“The market often runs ahead of the actual recovery in earnings,” he says. “I think a year from now we will be in a very different environment where demand and earnings for some of these companies will begin to recover in a more meaningful and sustained way. Our job as investors is to identify those companies that stand to benefit most from the changing environment.”</p>\n<p><b>Maintaining a balance</b></p>\n<p>Students of history can look to many examples of past crises and declines that were followed by powerful recoveries thanks in part to pent-up consumer demand. Examples include the travel sector after 9/11 and the housing and auto industries following the end of the great financial crisis in 2008–2009.</p>\n<p>As long-term investors, Capital Group’s investment professionals seek to identify trends early enough to select the companies that stand to benefit from these dynamics. For investors and their advisors, it is important to make sure portfolios are balanced with exposure not only to growth strategies but also to strategies focused on more value-oriented companies, like many of the travel-related stocks.</p>\n<p>A review of more than 4,000 portfolios byCapital Group’s Portfolio &amp; Analytics teamfound that investors significantly reduced allocations to value equities over the last three years. It may be time to rebalance.</p>\n<p>Returns for leading growth companies have continued to be strong, for good reason. But it may be shortsighted for investors to become seduced by the runaway growth stories, considering that many of the beaten down stocks in travel and other sectors have attractive valuations. And recently there have been some early signs that the market rally may be broadening as many of these stocks have posted meaningful gains.</p>\n<p>Investors have scaled back their exposure to value funds</p>\n<p><img src=\"https://static.tigerbbs.com/e4976193700784d30c3ec9bb7db82806\" tg-width=\"769\" tg-height=\"375\">“We’ve just been through a market downturn and recovery where the great secular growth companies led during the decline and on the way back up,” Buchbinder says. “That is a historically unusual pattern. As the vaccines roll out and the recovery broadens we will begin to see companies in the travel industry, or perhaps energy or financials, all of which had been very hard hit during the downturn, participate in the recovery.”</p>","source":"lsy1615210994562","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>Roaring ‘20s: How pent-up demand could fuel recovery</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\">\nRoaring ‘20s: How pent-up demand could fuel recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 12:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.capitalgroup.com/advisor/insights/articles/pent-up-demand.html><strong>Capital Group</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and roasted peanuts, hearing the crack of the bat and the roar of the ...</p>\n\n<a href=\"https://www.capitalgroup.com/advisor/insights/articles/pent-up-demand.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.capitalgroup.com/advisor/insights/articles/pent-up-demand.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136781183","content_text":"With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and roasted peanuts, hearing the crack of the bat and the roar of the crowd — just to feel normal again.\nIf so, you are not alone — not among fellow Americans weary of the COVID pandemic nor within the context of history. This would not be the first time Americans have lived through a period of austerity brought on by a pandemic that resulted in burgeoning pent-up demand. In 1918, the Spanish Flu and World War I largely curtailed social gatherings and other activities across the country.\nTo be sure, the U.S. was a very different place in the early 20th century, but consider that attendance at baseball stadiums in 1918 was half that of the previous year.\nBy 1919, however, the pandemic had largely subsided, the war was over and attendance at games soared from 2.8 million in 1918 to 6.5 million in 1919. The decade that followed — the Roaring ‘20s — coincided with the first golden age of the automobile. Americans eager to see the countryside bought nearly 26 million cars and 3 million trucks in the 1920s, according to Automotive News.\nCould pent-up demand for travel and leisure drive a Roaring ‘20s today?\n“I think the quick introduction of vaccines is a major game changer, even with all the growing pains we are seeing in terms of distribution,” says equity portfolio manager Lisa Thompson. “A travel recovery is coming, and I think it can happen relatively quickly. Everybody is eager to go on vacation or to just get out and do stuff. The question is whether the recovery has legs. I think we will have to see how the vaccine rollout evolves, among other things.”\nReady, willing — and able — to spend\nIndeed, cabin fever appears to have taken hold of consumers everywhere. There are signs that Americans are prepared to act: Savings rates have soared since the start of the pandemic, and though they have slowed a bit in recent months they remain relatively high.\n“Once there’s an all-clear, I expect the desire to travel plus the ability for many consumers to spend means we could see a powerful recovery, even if it takes a few years,” adds Thompson, who has spent more than 30 years as a professional investor.\n“This crisis is much different than the global financial crisis in 2008 or any of the other crises I’ve seen in my career. Today, looser fiscal policy, looser monetary policy, a very strong banking system and high personal savings rates could help drive a very sharp pickup in demand.”\nThese conditions not only can benefit the travel and leisure industries but also the broadereconomy. To be sure, there will probably be hiccups along the way, and some areas will likely recover more quickly than others.\nPassenger loyalty: A tailwind for cruise lines\nCruise ships became the epicenter of the COVID crisis in February 2020, when 3,700 people were quarantined aboard the Diamond Princess after a shipboard outbreak. At the time, the ship accounted for half of all known cases outside mainland China.\n“This industry has gotten so much negative media, yet people are still booking cruises for 2021 and 2022 at prices higher than they were in 2019,” says equity analyst Todd Saligman, who covers cruise lines and U.S. and European airlines. “That’s pretty indicative of the demand. There is a loyalty and enthusiasm among cruisers that people who don’t cruise may fail to appreciate, and that loyalty has persisted through the crisis.”\nIn fact, more than 70% of respondents to an industry survey said they will cruise again.\nLoyal customers can keep cruise industry afloat\n\nWhile cruising has resumed in Europe, the U.S. Centers for Disease Control imposed a “no sail” order that has not yet been lifted in North America.\n“It’s not clear when the ships will set sail again, but I believe they will be cruising near full utilization quicker than many people expect,” Saligman says.\nAlthough cruise stocks have rebounded from their March lows, Saligman believes select cruise lines continue to represent opportunity for long-term investors.\nWhat’s more, with intense focus on healthy sailing practices, “There’s a case to be made that they could one day be considered among the cleanest places on earth to vacation,” says equity portfolio manager Chris Buchbinder.\nVacation plans up in the air\nAs was the case in the cruise industry, global air travel was down an estimated 66% in 2020, about 20 times worse than the previous record. Within the U.S., which is more dependent on business travel, the devastation was worse: Air travel declined as much as 95% in the early months of the crisis.\nThe rollout of the vaccines and prior experience gives Saligman confidence that demand will bounce back. “I believe it will happen quickly as the vaccine rolls out,” he says. “We also saw this after the September 11 attacks. A lot of people thought consumers would never fly again, and traffic recovered quickly.”\nIndeed, in China, where the virus is largely under control and the economy has rebounded, domestic air travel has nearly returned to pre-COVID levels.\nAir travel in China has soared back. Will the U.S. soon follow?\nThe ripple effect\nA revival in travel demand can also have a powerful ripple effect, creating the need for a range of goods and services and helping drive job growth across a variety of industries. Among these are aircraft manufacturers, jet engine makers, hotels, casinos and restaurants — all of which were devastated by the pandemic.\nConsider aircraft engine makers, which operate a recurring revenue business model. Companies like Safran and General Electric build the engines and sell them at a modest profit, but the engines must be serviced regularly, and the engine makers can generate a great deal of revenue from the service contracts.\n“They're not making any money this year, because airplanes are grounded, but as air travel resumes, those manufacturers will potentially see their cash flows rebound,” Buchbinder says.\nUnlike other sectors of the economy during COVID, aircraft engine makers are not going to see digital disruption upend their business. “After all,” Buchbinder adds, “there are no digital aircraft engines.”\nMarkets tend to anticipate recoveries\nMarkets often anticipate recoveries in the underlying economy, so it’s important to recognize underlying trends early. Consider the global financial crisis, a period when the housing and automobile industries were severely beaten down. By 2012 it became clear that demand was building, thanks to changing demographics and an aging auto fleet. In both industries, a full recovery took several more years, but a rebound in auto- and housing-related stocks anticipated the recovery in demand and earnings. From February 2009 through December 2010, auto sales fell 6% while auto stock returns advanced 496%.\nAuto stocks rebounded ahead of sales after the global financial crisis\nMore recently, since the introduction of the vaccines, shares of companies across a number of travel-related industries have registered strong gains. Select companies likely have room to run, Buchbinder says.\n“The market often runs ahead of the actual recovery in earnings,” he says. “I think a year from now we will be in a very different environment where demand and earnings for some of these companies will begin to recover in a more meaningful and sustained way. Our job as investors is to identify those companies that stand to benefit most from the changing environment.”\nMaintaining a balance\nStudents of history can look to many examples of past crises and declines that were followed by powerful recoveries thanks in part to pent-up consumer demand. Examples include the travel sector after 9/11 and the housing and auto industries following the end of the great financial crisis in 2008–2009.\nAs long-term investors, Capital Group’s investment professionals seek to identify trends early enough to select the companies that stand to benefit from these dynamics. For investors and their advisors, it is important to make sure portfolios are balanced with exposure not only to growth strategies but also to strategies focused on more value-oriented companies, like many of the travel-related stocks.\nA review of more than 4,000 portfolios byCapital Group’s Portfolio & Analytics teamfound that investors significantly reduced allocations to value equities over the last three years. It may be time to rebalance.\nReturns for leading growth companies have continued to be strong, for good reason. But it may be shortsighted for investors to become seduced by the runaway growth stories, considering that many of the beaten down stocks in travel and other sectors have attractive valuations. And recently there have been some early signs that the market rally may be broadening as many of these stocks have posted meaningful gains.\nInvestors have scaled back their exposure to value funds\n“We’ve just been through a market downturn and recovery where the great secular growth companies led during the decline and on the way back up,” Buchbinder says. “That is a historically unusual pattern. As the vaccines roll out and the recovery broadens we will begin to see companies in the travel industry, or perhaps energy or financials, all of which had been very hard hit during the downturn, participate in the recovery.”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379433522,"gmtCreate":1618788617766,"gmtModify":1704714772822,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"Hmm..","listText":"Hmm..","text":"Hmm..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/379433522","repostId":"2128635768","repostType":2,"isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320540620,"gmtCreate":1615162085960,"gmtModify":1704778934613,"author":{"id":"3576060582803676","authorId":"3576060582803676","name":"FFX","avatar":"https://community-static.tradeup.com/news/1ef6d6cc462584c56b30f8322d0ec01a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576060582803676","authorIdStr":"3576060582803676"},"themes":[],"htmlText":"eventual rebound","listText":"eventual rebound","text":"eventual rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320540620","repostId":"1196034072","repostType":4,"repost":{"id":"1196034072","kind":"news","pubTimestamp":1614953178,"share":"https://ttm.financial/m/news/1196034072?lang=&edition=fundamental","pubTime":"2021-03-05 22:06","market":"us","language":"en","title":"Is The Nio Sell-Off Overdone?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196034072","media":"Benzinga","summary":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released ea","content":"<div>\n<p>NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is The Nio Sell-Off Overdone?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Nio Sell-Off Overdone?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-05 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/21/03/20016348/is-the-nio-sell-off-overdone","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196034072","content_text":"NIO Inc.  shares have been soundly thrashed in the tech sell-off, and thequarterlyreport released earlier this week did little to assuage sentiment. The stock is now in bear market territory, having pulled back 35.7 % from the Feb. 10 high of $64.60.Is the sell-off in the shares justified? Did fundamentals flash the red light to investors, who were thronging to the stock in droves ahead of the current downturn?The 2020 Highs: The COVID-19 pandemic, which broke out at the end of 2019 and ravaged the global economies for much of 2020, proved a blessing for some companies that benefited from the adversity.Nio, a luxury EV maker, should have taken a big hit in the year, as cash-strapped users preferred to hold back on big-ticket buys. The company did have its momentum of despair in the first two months of 2020. Not bogged down by the adverse geopolitical milieu, the EV startup chose to be proactive instead. The company announced several innovative product andservice offerings.Deliveries continued to climb through the year, with Nio's charismatic CEO William Bin attributing the strength to the growing recognition of its premium brand, the competitive and compelling products and services, the expanding sales network, and most importantly, the support from its passionate and loyal user community.For 2020, Nio delivered 43,728 vehicles, an increase of 111% year-over-year.The company also managed to rein in costs, giving margins a lift. It also succeeded in mobilizing finances through a combination of equity, debt and strategic investments, removing a key existential risk it faced in 2019.Promptly the stock began discounting the fundamental improvement and closed out 2020 with a gain in excess of 1,100%. The strong rally stretched valuation to levels, with some skeptics beginning to question the irrational exuberance in the stock.Fundamentals, Stock Pause At Start of 2021: Nio had a strong start to the year, as it continued to clock record monthly deliveries in January. The stock raced to a record high of $66.99 on Jan. 11, as it reacted to the announcements the company made at the annual Nio Day held on Jan. 10.Thereafter, it has been a bumpy ride for the stock. Since the start of February, the stock has been caught in the vortex of the tech sell-off. Incidentally, market leader and EV pioneerTesla, Inc.TSLAwas not spared either. Since the all-time split-adjusted high of $900.40 hit in late January, Tesla shares have given back over 30%.Nio investors were pinning their hopes on a stellar fourth-quarter report to lift the stock from the depressed levels. It was not to be. The stock continued to bleed despite the EV maker reporting $1 billion revenues for the quarter and seeing an expansion in gross margins.Naysayers were quick to highlight the wider-than-expected loss and the month-over-month drop in deliveries.As outlined by Deutsche Bank Securities analyst Edison Yu, the underperformance on the bottom line had to do with forex losses, engendered by a weaker dollar.Although initially Nio did not explain away the February softness, it later clarified in a blog post the weeklong Lunar New Year holiday that fell in the month played spoilsport.\"The majority of the employees receive seven days off work as a public holiday to spend time with their families, though the celebrations can last for more than two weeks nationwide. Most of the factories were shut down for weeks, and many products that rely on shipping and manufacturing might have been delayed,\" Nio said in the post.Is Recovery In The Cards: The company has several catalysts ahead, including the launch of its first sedan, named ET7, and its plan to expand into Europe this year. The company is also making solid progress with respect to its advanced driver-assisted system, battery technology and battery swapping stations.With the increasing uptake of its battery-as-a-service offering and its recently announced autonomous driving-as-a-service, the company has laid the groundwork for recurrent revenue streams.This apart, the attractive market opportunity presented by the burgeoning EV market, both domestically and globally, will prove salubrious for the company. There is no denying the fact that EV manufacturing is turning out to be a crowded field. However, early entrants such as Nio are at an advantage, given their experiences in grinding it out in the early stages.Patient investors, who are willing to ride out the trying times, could be in for rich rewards when things settle down.Nio shares closed down 5.5% at $39.28, with the stock dropping below the $40 handle for the first time since mid-December.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}