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2023-01-07

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Apple Stock: Buy Below $100?

2023-01-07

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Is Now the Time to Go All-In on Tesla Stock?

2022-07-06

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2022-07-02

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Better Augmented Reality Stock: Apple vs. Nvidia

2022-04-23

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U.S. Stocks Fell Sharply in Morning Trading,Dow Jones Lost Nearly 500 Points While S&P 500 Slid Over 1%

2022-04-13

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like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953060707","repostId":"2301724633","repostType":2,"repost":{"id":"2301724633","kind":"news","pubTimestamp":1673050754,"share":"https://ttm.financial/m/news/2301724633?lang=&edition=fundamental","pubTime":"2023-01-07 08:19","market":"us","language":"en","title":"Apple Stock: Buy Below $100?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301724633","media":"Seeking Alpha","summary":"SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We conti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.</li><li>We expect Apple stock will drop to $100 as the company cleans up the mess of production disruptions in China.</li><li>We believe it&#39;s time to bring up the discussion of Apple diversifying its production away from China; we expect to see Apple shift away from a China-centered production toward 2024.</li><li>Despite China&#39;s reopening efforts, we expect Apple to still be pressured in the near term by risks of increased COVID cases causing worker shortages.</li><li>Hence, we recommend investors wait for a better entry point on Apple stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/478be11c7cf08bafb87068aae2a76fa8\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Scott Olson/Getty Images News</span></p><p>We see our expectations of Apple (NASDAQ:AAPL) stock materialize and hence maintain our hold rating. Apple was the first public tech company valued at $3tn, and on Tuesday fell below $2tn in trading for the first time since 2021. Weexpect Apple to continue facing churn as it deals with the aftermath of supply chain issues in China. In late November, management warned of significant disruption just before the holiday season, forecasting subdued sales growth around Christmas, amounting to 8%. Despite China&#39;s efforts to rapidly move away from lockdown restrictions, our biggest concern for Apple is still the geographic concentration of iPhone production in China and a potential shortage of workers due to China lifting COVID regulations. We believe Apple will experience a bumpy first half of 2023. We recommend investors avoid buying the dip just yet as we forecast more downside ahead.</p><p>We expect Apple stock to fall below $100 per share. The stock has already dropped nearly 18% since we first published our hold rating in mid-September. The following graph outlines our rating history on Apple over the past year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a94dc450cdc6fe299b0a963005e9ee\" tg-width=\"640\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p><b>Time to discuss diversifying production: Exiting China</b></p><p>Despite China&#39;s efforts to move away from lockdown restrictions, we still don&#39;t believe Apple is out of the woods. Apple is working on resorting production after the Foxconn factory went through a series of turmoil from COVID restrictions to worker protests. Apple heavily relies on Chinese Foxconn for 90% of planned production capacity, and we believe Apple&#39;s geographic concentration of production has caught up to it over the past several months. The wait time for Apple&#39;s latest iPhone models, 14 Pro and 14 Pro Max, in the U.S. reached up to 34 days before Christmas. We expect the slowed-down production to reflect negatively on Apple&#39;s earnings in 1Q23. Wedbush Securities analyst Daniel Ives estimates the production disruptions to have cost Apple roughly $1bn a week in November from losses in iPhone sales.</p><p>Despite Foxconn now shipping at 90% of peak capacity, we don&#39;t believe Apple will easily compensate for the losses created near the end of 2022. We expect the downside of production issues in China to cause the stock to drop below $100 per share. Our bearish sentiment on Apple in the first half of 2023 is based on the belief that the consequences of production disruptions are still pressuring the company. Additionally, we believe China&#39;s reopening creates a new risk for Apple&#39;s factories: potential worker shortages in factories across the country. Bindiya Vakil, Chief executive of a California-based group that tracks supply-chain services, reported expecting &#34;a lot of operations get impacted by absenteeism, not just at factories, but a warehouse, distribution, logistics and transportation facilities as well.&#34; We expect the next couple of months will be defining for Apple to be able to restore production smoothly and make up for the shortcomings of 2022.</p><p><b>Plans to move more production to India</b></p><p>Apple announced plans tomove more productionand assembly processes to India in 2024. Foxconn announced it would invest $500 mn in an Indian subsidiary to help boost operational capacity. Apple already produces iPhone models in India since 2017; we expect production outside of China to increase as Apple and other global firms adopt a &#34;plus-one strategy&#34; to de-risk themselves from overly relying on China for production.</p><p>Apple is expected to move around 5% of the production of its latest iPhone 14 to India, the second-largest smartphone market after China. Additionally, the company is expected by JP Morgan analysts to move a quarter of all Apple products&#39; production to India by 2025. We&#39;re constructive on Apple&#39;s efforts to diversify production but believe these plans are too late to save Apple from the impact of production issues that occurred late last year.</p><p><b>Valuation</b></p><p>Apple stock is not cheap, trading at 18.5x C2024 EPS $6.83 on a P/E basis compared to the peer group average of 16.8x. On an EV/Sales metric, the stock is trading at 4.8x versus the peer group average of 4.0x. We believe Apple is overvalued for the near-term risks present and recommend investors wait for a better entry point on the stock.</p><p>The following table outlines Apple&#39;s valuation compared to the peer group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/710a8d9d5e73027c6b117b567a7866da\" tg-width=\"640\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>TechStockPros</span></p><p><b>Word on Wall Street</b></p><p>Wall Street is bullish on Apple. Of the 41 analysts covering the stock, 33 are buy-rated, seven are hold-rated, and the remaining are sell-rated. We believe most Wall Street analysts maintain a buy-rating on the stock due to the belief that Apple will be able to weather supply chain issues resulting from China&#39;s supply-chain disruptions. The stock is currently trading at $126. The median and mean sell-side price targets are $175, with a potential upside of 39%.</p><p>The following table outlines Apple&#39;s sell-side rating and price targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c363a45422366e463159055274ebe76\" tg-width=\"560\" tg-height=\"273\" width=\"100%\" height=\"auto\"/><span>TechStockPros</span></p><p><b>What to do with the stock</b></p><p>We believe Apple is weighed down by the aftermath of production issues in China alongside weaker-than-expected consumer demand in its strongest market hold in the U.S. We expect the stock to continue to drop further by nearly 21% to trading at $100 per share. Hence, we don&#39;t expect the company to grow meaningfully in the near term. We&#39;re constructive on Apple in the longer term as it plans to outsource more production to India toward 2024. Nevertheless, we expect Apple&#39;s 1Q23 earnings scheduled for early February to reflect the negatives of the holiday season and pull the stock down further. We recommend investors wait on the sideline for the downside to being factored in.</p><p>This article is written by Tech Stock Pros for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Buy Below $100?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Buy Below $100?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.We expect Apple stock will drop to $100 as the company cleans up the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4512":"苹果概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4559":"巴菲特持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4501":"段永平概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4507":"流媒体概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4576":"AR","LU0109392836.USD":"富兰克林科技股A","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","LU0444971666.USD":"天利全球科技基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC"},"source_url":"https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301724633","content_text":"SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.We expect Apple stock will drop to $100 as the company cleans up the mess of production disruptions in China.We believe it's time to bring up the discussion of Apple diversifying its production away from China; we expect to see Apple shift away from a China-centered production toward 2024.Despite China's reopening efforts, we expect Apple to still be pressured in the near term by risks of increased COVID cases causing worker shortages.Hence, we recommend investors wait for a better entry point on Apple stock.Scott Olson/Getty Images NewsWe see our expectations of Apple (NASDAQ:AAPL) stock materialize and hence maintain our hold rating. Apple was the first public tech company valued at $3tn, and on Tuesday fell below $2tn in trading for the first time since 2021. Weexpect Apple to continue facing churn as it deals with the aftermath of supply chain issues in China. In late November, management warned of significant disruption just before the holiday season, forecasting subdued sales growth around Christmas, amounting to 8%. Despite China's efforts to rapidly move away from lockdown restrictions, our biggest concern for Apple is still the geographic concentration of iPhone production in China and a potential shortage of workers due to China lifting COVID regulations. We believe Apple will experience a bumpy first half of 2023. We recommend investors avoid buying the dip just yet as we forecast more downside ahead.We expect Apple stock to fall below $100 per share. The stock has already dropped nearly 18% since we first published our hold rating in mid-September. The following graph outlines our rating history on Apple over the past year.SeekingAlphaTime to discuss diversifying production: Exiting ChinaDespite China's efforts to move away from lockdown restrictions, we still don't believe Apple is out of the woods. Apple is working on resorting production after the Foxconn factory went through a series of turmoil from COVID restrictions to worker protests. Apple heavily relies on Chinese Foxconn for 90% of planned production capacity, and we believe Apple's geographic concentration of production has caught up to it over the past several months. The wait time for Apple's latest iPhone models, 14 Pro and 14 Pro Max, in the U.S. reached up to 34 days before Christmas. We expect the slowed-down production to reflect negatively on Apple's earnings in 1Q23. Wedbush Securities analyst Daniel Ives estimates the production disruptions to have cost Apple roughly $1bn a week in November from losses in iPhone sales.Despite Foxconn now shipping at 90% of peak capacity, we don't believe Apple will easily compensate for the losses created near the end of 2022. We expect the downside of production issues in China to cause the stock to drop below $100 per share. Our bearish sentiment on Apple in the first half of 2023 is based on the belief that the consequences of production disruptions are still pressuring the company. Additionally, we believe China's reopening creates a new risk for Apple's factories: potential worker shortages in factories across the country. Bindiya Vakil, Chief executive of a California-based group that tracks supply-chain services, reported expecting \"a lot of operations get impacted by absenteeism, not just at factories, but a warehouse, distribution, logistics and transportation facilities as well.\" We expect the next couple of months will be defining for Apple to be able to restore production smoothly and make up for the shortcomings of 2022.Plans to move more production to IndiaApple announced plans tomove more productionand assembly processes to India in 2024. Foxconn announced it would invest $500 mn in an Indian subsidiary to help boost operational capacity. Apple already produces iPhone models in India since 2017; we expect production outside of China to increase as Apple and other global firms adopt a \"plus-one strategy\" to de-risk themselves from overly relying on China for production.Apple is expected to move around 5% of the production of its latest iPhone 14 to India, the second-largest smartphone market after China. Additionally, the company is expected by JP Morgan analysts to move a quarter of all Apple products' production to India by 2025. We're constructive on Apple's efforts to diversify production but believe these plans are too late to save Apple from the impact of production issues that occurred late last year.ValuationApple stock is not cheap, trading at 18.5x C2024 EPS $6.83 on a P/E basis compared to the peer group average of 16.8x. On an EV/Sales metric, the stock is trading at 4.8x versus the peer group average of 4.0x. We believe Apple is overvalued for the near-term risks present and recommend investors wait for a better entry point on the stock.The following table outlines Apple's valuation compared to the peer group.TechStockProsWord on Wall StreetWall Street is bullish on Apple. Of the 41 analysts covering the stock, 33 are buy-rated, seven are hold-rated, and the remaining are sell-rated. We believe most Wall Street analysts maintain a buy-rating on the stock due to the belief that Apple will be able to weather supply chain issues resulting from China's supply-chain disruptions. The stock is currently trading at $126. The median and mean sell-side price targets are $175, with a potential upside of 39%.The following table outlines Apple's sell-side rating and price targets.TechStockProsWhat to do with the stockWe believe Apple is weighed down by the aftermath of production issues in China alongside weaker-than-expected consumer demand in its strongest market hold in the U.S. We expect the stock to continue to drop further by nearly 21% to trading at $100 per share. Hence, we don't expect the company to grow meaningfully in the near term. We're constructive on Apple in the longer term as it plans to outsource more production to India toward 2024. Nevertheless, we expect Apple's 1Q23 earnings scheduled for early February to reflect the negatives of the holiday season and pull the stock down further. We recommend investors wait on the sideline for the downside to being factored in.This article is written by Tech Stock Pros for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953060511,"gmtCreate":1673105912134,"gmtModify":1676538787437,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953060511","repostId":"2301620946","repostType":2,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","BK4099":"汽车制造商","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4511":"特斯拉概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4585":"ETF&股票定投概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4534":"瑞士信贷持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070863652,"gmtCreate":1657048183076,"gmtModify":1676535937598,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070863652","repostId":"2249306814","repostType":4,"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044293135,"gmtCreate":1656761660927,"gmtModify":1676535890573,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044293135","repostId":"2248681169","repostType":4,"repost":{"id":"2248681169","kind":"highlight","pubTimestamp":1656727452,"share":"https://ttm.financial/m/news/2248681169?lang=&edition=fundamental","pubTime":"2022-07-02 10:04","market":"us","language":"en","title":"Better Augmented Reality Stock: Apple vs. Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2248681169","media":"Motley Fool","summary":"Both companies could be major players in the AR space, but one is more of a sure thing.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Apple&#39;s long-rumored AR device may be just around the corner.</li><li>Nvidia is already powering AR across a variety of settings.</li></ul><p>In the technology sector, there are always new trends and fads, each with the promise of becoming &#34;the next big thing.&#34; One of the more prominent emerging technologies over the past several years has been augmented reality (AR). Put simply, AR is the ability to combine the real world with a digital one. Two prominent examples of this technology are the popular mobile game Pokémon Go and the app <b>Snapchat</b>.</p><p>Because there are already use cases for AR, it&#39;s easy to see this as more of an ongoing trend than a passing fad. Therefore, it&#39;s natural for future-minded investors to seek ways to invest in the space. There are two companies that I think are particularly well positioned to be at the center of AR for years to come: <b>Apple</b> and <b>Nvidia</b>. Let&#39;s see which is the better stock to own.</p><h2><b>1. Apple</b></h2><p>Already one of the largest companies in the world, Apple has made an indelible mark on our society with its line of consumer electronics like phones, tablets, smartwatches, and computers. Part of what has made Apple so successful is its ability to consistently innovate and enter new product lines. At any given time, there are numerous rumors swirling around about what might be Apple&#39;s next big product.</p><p>Apple has long been expected to release some kind of AR product, likely in the form of glasses or goggles. Recently, Apple CEO Tim Cook made comments that seem to indicate something may be on the horizon, teasing, &#34;I couldn&#39;t be more excited about the opportunities we&#39;ve seen in this space. And sort of stay tuned and you&#39;ll see what we have to offer.&#34;</p><p>To be clear, rumors and vague interview comments are not an investing thesis, but Apple does have a track record of launching new products that go on to see great success. Additionally, Apple has been a player in this space for years, introducing AR capabilities on its iPhone and iPad starting in 2017.</p><p>Even without a confirmed AR product, Apple continues to be a good investment. In the second quarter of 2022, Apple posted a record $93.7 billion in quarterly revenue, a 9% year-over-year increase. That comes on top of 54% revenue growth in the year-ago quarter, and was driven by year-over-year growth in every product category other than the iPad. Additionally, Apple is trading for a price to earnings (P/E) multiple of 23, which is slightly below the <b>S&amp;P 500</b>&#39;s average of 24.</p><h2><b>2. Nvidia</b></h2><p>From its start building PC graphics cards, Nvidia has grown to be a leading provider of chips for a variety of use cases, including gaming, data centers, and the automotive industry. As it pertains to AR, Nvidia&#39;s technology is already being used in a variety of ways by large enterprise customers. Nvidia&#39;s chips are powering virtual car showrooms, surgical training, and architectural walkthroughs, showing the everyday use cases for this technology.</p><p>One of the most commonly cited consumer uses for AR is in gaming, which comprises approximately 43% of Nvidia&#39;s sales. In Q1 of 2023, gaming revenue was a record $3.6 billion, good for a 31% year-over-year increase. One of the Nvidia products that led to this growth was its Nvidia RTX technology, which can help deliver AR experiences over 5G networks. As AR expands in the gaming space, Nvidia stands to benefit from the secular tailwinds.</p><p>Even after the tech sell-off we&#39;ve seen this year, Nvidia trades at a premium, with its current P/E at 41. However, that is the lowest that multiple has been since late 2019. Nvidia grew its revenue more than 46%, is profitable, and generated more than $1 billion in free cash flow in Q1, so this premium price is to be expected.</p><h2><b>Which is the better buy?</b></h2><p>From a valuation standpoint, it could be argued that Apple is a bargain at its current valuation. That said, until we see an actual AR product, its role in this emerging technology is uncertain. For that reason, I think Nvidia is the better AR stock. It&#39;s already producing the chips that are powering AR technologies in a variety of industries and doesn&#39;t rely on one consumer product for its AR exposure. For investors who feel the premium valuation is worth it, Nvidia is my pick for the better augmented reality stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Augmented Reality Stock: Apple vs. Nvidia</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\">\nBetter Augmented Reality Stock: Apple vs. Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple's long-rumored AR device may be just around the corner.Nvidia is already powering AR across a variety of settings.In the technology sector, there are always new trends and fads, each ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248681169","content_text":"KEY POINTSApple's long-rumored AR device may be just around the corner.Nvidia is already powering AR across a variety of settings.In the technology sector, there are always new trends and fads, each with the promise of becoming \"the next big thing.\" One of the more prominent emerging technologies over the past several years has been augmented reality (AR). Put simply, AR is the ability to combine the real world with a digital one. Two prominent examples of this technology are the popular mobile game Pokémon Go and the app Snapchat.Because there are already use cases for AR, it's easy to see this as more of an ongoing trend than a passing fad. Therefore, it's natural for future-minded investors to seek ways to invest in the space. There are two companies that I think are particularly well positioned to be at the center of AR for years to come: Apple and Nvidia. Let's see which is the better stock to own.1. AppleAlready one of the largest companies in the world, Apple has made an indelible mark on our society with its line of consumer electronics like phones, tablets, smartwatches, and computers. Part of what has made Apple so successful is its ability to consistently innovate and enter new product lines. At any given time, there are numerous rumors swirling around about what might be Apple's next big product.Apple has long been expected to release some kind of AR product, likely in the form of glasses or goggles. Recently, Apple CEO Tim Cook made comments that seem to indicate something may be on the horizon, teasing, \"I couldn't be more excited about the opportunities we've seen in this space. And sort of stay tuned and you'll see what we have to offer.\"To be clear, rumors and vague interview comments are not an investing thesis, but Apple does have a track record of launching new products that go on to see great success. Additionally, Apple has been a player in this space for years, introducing AR capabilities on its iPhone and iPad starting in 2017.Even without a confirmed AR product, Apple continues to be a good investment. In the second quarter of 2022, Apple posted a record $93.7 billion in quarterly revenue, a 9% year-over-year increase. That comes on top of 54% revenue growth in the year-ago quarter, and was driven by year-over-year growth in every product category other than the iPad. Additionally, Apple is trading for a price to earnings (P/E) multiple of 23, which is slightly below the S&P 500's average of 24.2. NvidiaFrom its start building PC graphics cards, Nvidia has grown to be a leading provider of chips for a variety of use cases, including gaming, data centers, and the automotive industry. As it pertains to AR, Nvidia's technology is already being used in a variety of ways by large enterprise customers. Nvidia's chips are powering virtual car showrooms, surgical training, and architectural walkthroughs, showing the everyday use cases for this technology.One of the most commonly cited consumer uses for AR is in gaming, which comprises approximately 43% of Nvidia's sales. In Q1 of 2023, gaming revenue was a record $3.6 billion, good for a 31% year-over-year increase. One of the Nvidia products that led to this growth was its Nvidia RTX technology, which can help deliver AR experiences over 5G networks. As AR expands in the gaming space, Nvidia stands to benefit from the secular tailwinds.Even after the tech sell-off we've seen this year, Nvidia trades at a premium, with its current P/E at 41. However, that is the lowest that multiple has been since late 2019. Nvidia grew its revenue more than 46%, is profitable, and generated more than $1 billion in free cash flow in Q1, so this premium price is to be expected.Which is the better buy?From a valuation standpoint, it could be argued that Apple is a bargain at its current valuation. That said, until we see an actual AR product, its role in this emerging technology is uncertain. For that reason, I think Nvidia is the better AR stock. It's already producing the chips that are powering AR technologies in a variety of industries and doesn't rely on one consumer product for its AR exposure. For investors who feel the premium valuation is worth it, Nvidia is my pick for the better augmented reality stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085324582,"gmtCreate":1650654828995,"gmtModify":1676534770879,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like❤️","listText":"Pls like❤️","text":"Pls like❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085324582","repostId":"1143525235","repostType":4,"repost":{"id":"1143525235","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650640703,"share":"https://ttm.financial/m/news/1143525235?lang=&edition=fundamental","pubTime":"2022-04-22 23:18","market":"us","language":"en","title":"U.S. Stocks Fell Sharply in Morning Trading,Dow Jones Lost Nearly 500 Points While S&P 500 Slid Over 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143525235","media":"Tiger Newspress","summary":"U.S. stocks fell sharply in morning trading,Dow Jones lost nearly 500 points while S&P 500, Nasdaq S","content":"<html><head></head><body><p>U.S. stocks fell sharply in morning trading,Dow Jones lost nearly 500 points while S&amp;P 500, Nasdaq Slid 1.22% and 0.71% separately.<img src=\"https://static.tigerbbs.com/c7b21ede3b84dc72ab9bd42c061a49fa\" tg-width=\"515\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Fell Sharply in Morning Trading,Dow Jones Lost Nearly 500 Points While S&P 500 Slid Over 1% </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\">\nU.S. Stocks Fell Sharply in Morning Trading,Dow Jones Lost Nearly 500 Points While S&P 500 Slid Over 1% \n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-22 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks fell sharply in morning trading,Dow Jones lost nearly 500 points while S&amp;P 500, Nasdaq Slid 1.22% and 0.71% separately.<img src=\"https://static.tigerbbs.com/c7b21ede3b84dc72ab9bd42c061a49fa\" tg-width=\"515\" tg-height=\"125\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143525235","content_text":"U.S. stocks fell sharply in morning trading,Dow Jones lost nearly 500 points while S&P 500, Nasdaq Slid 1.22% and 0.71% separately.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080807363,"gmtCreate":1649862674376,"gmtModify":1676534592930,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Good trade","listText":"Good trade","text":"Good trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080807363","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9953060511,"gmtCreate":1673105912134,"gmtModify":1676538787437,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953060511","repostId":"2301620946","repostType":2,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now the Time to Go All-In on Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","BK4099":"汽车制造商","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4511":"特斯拉概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4585":"ETF&股票定投概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4534":"瑞士信贷持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085324582,"gmtCreate":1650654828995,"gmtModify":1676534770879,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like❤️","listText":"Pls like❤️","text":"Pls like❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085324582","repostId":"1143525235","repostType":4,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953060707,"gmtCreate":1673105919609,"gmtModify":1676538787439,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953060707","repostId":"2301724633","repostType":2,"repost":{"id":"2301724633","kind":"news","pubTimestamp":1673050754,"share":"https://ttm.financial/m/news/2301724633?lang=&edition=fundamental","pubTime":"2023-01-07 08:19","market":"us","language":"en","title":"Apple Stock: Buy Below $100?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301724633","media":"Seeking Alpha","summary":"SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We conti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.</li><li>We expect Apple stock will drop to $100 as the company cleans up the mess of production disruptions in China.</li><li>We believe it&#39;s time to bring up the discussion of Apple diversifying its production away from China; we expect to see Apple shift away from a China-centered production toward 2024.</li><li>Despite China&#39;s reopening efforts, we expect Apple to still be pressured in the near term by risks of increased COVID cases causing worker shortages.</li><li>Hence, we recommend investors wait for a better entry point on Apple stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/478be11c7cf08bafb87068aae2a76fa8\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Scott Olson/Getty Images News</span></p><p>We see our expectations of Apple (NASDAQ:AAPL) stock materialize and hence maintain our hold rating. Apple was the first public tech company valued at $3tn, and on Tuesday fell below $2tn in trading for the first time since 2021. Weexpect Apple to continue facing churn as it deals with the aftermath of supply chain issues in China. In late November, management warned of significant disruption just before the holiday season, forecasting subdued sales growth around Christmas, amounting to 8%. Despite China&#39;s efforts to rapidly move away from lockdown restrictions, our biggest concern for Apple is still the geographic concentration of iPhone production in China and a potential shortage of workers due to China lifting COVID regulations. We believe Apple will experience a bumpy first half of 2023. We recommend investors avoid buying the dip just yet as we forecast more downside ahead.</p><p>We expect Apple stock to fall below $100 per share. The stock has already dropped nearly 18% since we first published our hold rating in mid-September. The following graph outlines our rating history on Apple over the past year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a94dc450cdc6fe299b0a963005e9ee\" tg-width=\"640\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p><b>Time to discuss diversifying production: Exiting China</b></p><p>Despite China&#39;s efforts to move away from lockdown restrictions, we still don&#39;t believe Apple is out of the woods. Apple is working on resorting production after the Foxconn factory went through a series of turmoil from COVID restrictions to worker protests. Apple heavily relies on Chinese Foxconn for 90% of planned production capacity, and we believe Apple&#39;s geographic concentration of production has caught up to it over the past several months. The wait time for Apple&#39;s latest iPhone models, 14 Pro and 14 Pro Max, in the U.S. reached up to 34 days before Christmas. We expect the slowed-down production to reflect negatively on Apple&#39;s earnings in 1Q23. Wedbush Securities analyst Daniel Ives estimates the production disruptions to have cost Apple roughly $1bn a week in November from losses in iPhone sales.</p><p>Despite Foxconn now shipping at 90% of peak capacity, we don&#39;t believe Apple will easily compensate for the losses created near the end of 2022. We expect the downside of production issues in China to cause the stock to drop below $100 per share. Our bearish sentiment on Apple in the first half of 2023 is based on the belief that the consequences of production disruptions are still pressuring the company. Additionally, we believe China&#39;s reopening creates a new risk for Apple&#39;s factories: potential worker shortages in factories across the country. Bindiya Vakil, Chief executive of a California-based group that tracks supply-chain services, reported expecting &#34;a lot of operations get impacted by absenteeism, not just at factories, but a warehouse, distribution, logistics and transportation facilities as well.&#34; We expect the next couple of months will be defining for Apple to be able to restore production smoothly and make up for the shortcomings of 2022.</p><p><b>Plans to move more production to India</b></p><p>Apple announced plans tomove more productionand assembly processes to India in 2024. Foxconn announced it would invest $500 mn in an Indian subsidiary to help boost operational capacity. Apple already produces iPhone models in India since 2017; we expect production outside of China to increase as Apple and other global firms adopt a &#34;plus-one strategy&#34; to de-risk themselves from overly relying on China for production.</p><p>Apple is expected to move around 5% of the production of its latest iPhone 14 to India, the second-largest smartphone market after China. Additionally, the company is expected by JP Morgan analysts to move a quarter of all Apple products&#39; production to India by 2025. We&#39;re constructive on Apple&#39;s efforts to diversify production but believe these plans are too late to save Apple from the impact of production issues that occurred late last year.</p><p><b>Valuation</b></p><p>Apple stock is not cheap, trading at 18.5x C2024 EPS $6.83 on a P/E basis compared to the peer group average of 16.8x. On an EV/Sales metric, the stock is trading at 4.8x versus the peer group average of 4.0x. We believe Apple is overvalued for the near-term risks present and recommend investors wait for a better entry point on the stock.</p><p>The following table outlines Apple&#39;s valuation compared to the peer group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/710a8d9d5e73027c6b117b567a7866da\" tg-width=\"640\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>TechStockPros</span></p><p><b>Word on Wall Street</b></p><p>Wall Street is bullish on Apple. Of the 41 analysts covering the stock, 33 are buy-rated, seven are hold-rated, and the remaining are sell-rated. We believe most Wall Street analysts maintain a buy-rating on the stock due to the belief that Apple will be able to weather supply chain issues resulting from China&#39;s supply-chain disruptions. The stock is currently trading at $126. The median and mean sell-side price targets are $175, with a potential upside of 39%.</p><p>The following table outlines Apple&#39;s sell-side rating and price targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c363a45422366e463159055274ebe76\" tg-width=\"560\" tg-height=\"273\" width=\"100%\" height=\"auto\"/><span>TechStockPros</span></p><p><b>What to do with the stock</b></p><p>We believe Apple is weighed down by the aftermath of production issues in China alongside weaker-than-expected consumer demand in its strongest market hold in the U.S. We expect the stock to continue to drop further by nearly 21% to trading at $100 per share. Hence, we don&#39;t expect the company to grow meaningfully in the near term. We&#39;re constructive on Apple in the longer term as it plans to outsource more production to India toward 2024. Nevertheless, we expect Apple&#39;s 1Q23 earnings scheduled for early February to reflect the negatives of the holiday season and pull the stock down further. We recommend investors wait on the sideline for the downside to being factored in.</p><p>This article is written by Tech Stock Pros for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Buy Below $100?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Buy Below $100?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.We expect Apple stock will drop to $100 as the company cleans up the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4512":"苹果概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4559":"巴菲特持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4501":"段永平概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4507":"流媒体概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4576":"AR","LU0109392836.USD":"富兰克林科技股A","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","LU0444971666.USD":"天利全球科技基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC"},"source_url":"https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301724633","content_text":"SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.We expect Apple stock will drop to $100 as the company cleans up the mess of production disruptions in China.We believe it's time to bring up the discussion of Apple diversifying its production away from China; we expect to see Apple shift away from a China-centered production toward 2024.Despite China's reopening efforts, we expect Apple to still be pressured in the near term by risks of increased COVID cases causing worker shortages.Hence, we recommend investors wait for a better entry point on Apple stock.Scott Olson/Getty Images NewsWe see our expectations of Apple (NASDAQ:AAPL) stock materialize and hence maintain our hold rating. Apple was the first public tech company valued at $3tn, and on Tuesday fell below $2tn in trading for the first time since 2021. Weexpect Apple to continue facing churn as it deals with the aftermath of supply chain issues in China. In late November, management warned of significant disruption just before the holiday season, forecasting subdued sales growth around Christmas, amounting to 8%. Despite China's efforts to rapidly move away from lockdown restrictions, our biggest concern for Apple is still the geographic concentration of iPhone production in China and a potential shortage of workers due to China lifting COVID regulations. We believe Apple will experience a bumpy first half of 2023. We recommend investors avoid buying the dip just yet as we forecast more downside ahead.We expect Apple stock to fall below $100 per share. The stock has already dropped nearly 18% since we first published our hold rating in mid-September. The following graph outlines our rating history on Apple over the past year.SeekingAlphaTime to discuss diversifying production: Exiting ChinaDespite China's efforts to move away from lockdown restrictions, we still don't believe Apple is out of the woods. Apple is working on resorting production after the Foxconn factory went through a series of turmoil from COVID restrictions to worker protests. Apple heavily relies on Chinese Foxconn for 90% of planned production capacity, and we believe Apple's geographic concentration of production has caught up to it over the past several months. The wait time for Apple's latest iPhone models, 14 Pro and 14 Pro Max, in the U.S. reached up to 34 days before Christmas. We expect the slowed-down production to reflect negatively on Apple's earnings in 1Q23. Wedbush Securities analyst Daniel Ives estimates the production disruptions to have cost Apple roughly $1bn a week in November from losses in iPhone sales.Despite Foxconn now shipping at 90% of peak capacity, we don't believe Apple will easily compensate for the losses created near the end of 2022. We expect the downside of production issues in China to cause the stock to drop below $100 per share. Our bearish sentiment on Apple in the first half of 2023 is based on the belief that the consequences of production disruptions are still pressuring the company. Additionally, we believe China's reopening creates a new risk for Apple's factories: potential worker shortages in factories across the country. Bindiya Vakil, Chief executive of a California-based group that tracks supply-chain services, reported expecting \"a lot of operations get impacted by absenteeism, not just at factories, but a warehouse, distribution, logistics and transportation facilities as well.\" We expect the next couple of months will be defining for Apple to be able to restore production smoothly and make up for the shortcomings of 2022.Plans to move more production to IndiaApple announced plans tomove more productionand assembly processes to India in 2024. Foxconn announced it would invest $500 mn in an Indian subsidiary to help boost operational capacity. Apple already produces iPhone models in India since 2017; we expect production outside of China to increase as Apple and other global firms adopt a \"plus-one strategy\" to de-risk themselves from overly relying on China for production.Apple is expected to move around 5% of the production of its latest iPhone 14 to India, the second-largest smartphone market after China. Additionally, the company is expected by JP Morgan analysts to move a quarter of all Apple products' production to India by 2025. We're constructive on Apple's efforts to diversify production but believe these plans are too late to save Apple from the impact of production issues that occurred late last year.ValuationApple stock is not cheap, trading at 18.5x C2024 EPS $6.83 on a P/E basis compared to the peer group average of 16.8x. On an EV/Sales metric, the stock is trading at 4.8x versus the peer group average of 4.0x. We believe Apple is overvalued for the near-term risks present and recommend investors wait for a better entry point on the stock.The following table outlines Apple's valuation compared to the peer group.TechStockProsWord on Wall StreetWall Street is bullish on Apple. Of the 41 analysts covering the stock, 33 are buy-rated, seven are hold-rated, and the remaining are sell-rated. We believe most Wall Street analysts maintain a buy-rating on the stock due to the belief that Apple will be able to weather supply chain issues resulting from China's supply-chain disruptions. The stock is currently trading at $126. The median and mean sell-side price targets are $175, with a potential upside of 39%.The following table outlines Apple's sell-side rating and price targets.TechStockProsWhat to do with the stockWe believe Apple is weighed down by the aftermath of production issues in China alongside weaker-than-expected consumer demand in its strongest market hold in the U.S. We expect the stock to continue to drop further by nearly 21% to trading at $100 per share. Hence, we don't expect the company to grow meaningfully in the near term. We're constructive on Apple in the longer term as it plans to outsource more production to India toward 2024. Nevertheless, we expect Apple's 1Q23 earnings scheduled for early February to reflect the negatives of the holiday season and pull the stock down further. We recommend investors wait on the sideline for the downside to being factored in.This article is written by Tech Stock Pros for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070863652,"gmtCreate":1657048183076,"gmtModify":1676535937598,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070863652","repostId":"2249306814","repostType":4,"repost":{"id":"2249306814","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1657035601,"share":"https://ttm.financial/m/news/2249306814?lang=&edition=fundamental","pubTime":"2022-07-05 23:40","market":"us","language":"en","title":"Is the U.S. in a Recession? GDP is Not the Only Measure","url":"https://stock-news.laohu8.com/highlight/detail?id=2249306814","media":"Reuters","summary":"(Reuters) - By some early estimates, the U.S. economy, as measured by gross domestic product, may ha","content":"<html><head></head><body><p>(Reuters) - By some early estimates, the U.S. economy, as measured by gross domestic product, may have shrunk in the three months from April through June. Add that to the decline from January through March, and that would be a contraction for two quarters in a row.</p><p>By an often-cited rule of thumb, that means the world&#39;s largest economy is in recession.</p><p>But deciding when a recession has begun or predicting when one might occur is not straightforward. The &#34;two quarters&#34; definition is not how economists think about business cycles, because GDP is a broad measure that can be influenced by factors like government spending or international trade. Instead they focus on factors like jobs, industrial production, and incomes.</p><p>At issue now is personal consumption data for May, released last week, which showed spending and disposable income dropped on an inflation-adjusted basis. That sparked a host of gloomy forecasts for June, and increasing speculation that a downturn is coming soon, if it is not here already.</p><p>The weeks ahead are likely to include pitched debate about the real health of the economy. Whether the U.S. is headed for a recession or already in one is a growing concern for corporate chief executives and their employees, the Federal Reserve, and the administration of President Joe Biden.</p><h3>DOESN&#39;T FALLLING GDP = RECESSION?</h3><p>Not always. In 2001 gross domestic product, after revisions, fell in the first three months of the year, but then rebounded in the next three months to a level higher than it ended the year before. GDP declined again in the fall.</p><p>Even though there were not two consecutive quarters of declining GDP, the situation was dubbed a recession at the time, because employment and industrial production were falling.</p><p>The pandemic recession only lasted two months, from March to April 2020, even though the steep drop in economic activity over those weeks meant GDP shrank overall in both the first and second quarters of the year. In 2016 there was a noticeable drop in industrial activity that some dubbed a &#34;mini-recession,&#34; though GDP never declined.</p><h3>WHO DECIDES, AND HOW?</h3><p>In the United States the official call is made by a panel of economists convened by the National Bureau of Economic Research, and sometimes comes a year or more after the fact.</p><p>The private non-profit research group defines  &#39;s%20traditional%20definition,more%20than%20a%20few%20months recession as a &#34;significant decline in economic activity that is spread across the economy and that lasts more than a few months.&#34;</p><p>The panel concentrates on things like jobs and industrial output that are measured monthly, not quarterly like GDP. It examines the depth of any changes, how long declines seem to be lasting, and how broadly any trouble is spread.</p><p>There are tradeoffs.</p><p>In the pandemic, for example, the depth of the job loss, in excess of 20 million positions, offset the fact that growth resumed quickly, leading the group to officially call the situation a recession in early June, before the end of the second quarter.</p><p>While each of three criteria - depth, diffusion, and even duration — &#34;needs to be met individually to some degree, extreme conditions revealed by one criterion may partially offset weaker indications from another,&#34; the group says.</p><h3>SO ARE WE IN A RECESSION NOW?</h3><p>Almost certainly not. While the &#34;two quarter rule&#34; has caveats and exceptions, there has never been a recession declared without a loss of employment. Jobs are being added in the U.S. by hundreds of thousands monthly.</p><p>The pace will likely slow, but there would need to be a sharp reversal for the current path of job growth to turn into one that looks like recession.</p><p>Industrial production, another factor that figured prominently in declaring the 2001 recession, has also been rising steadily, at least through May.</p><h3>WHAT IS THE SAHM RULE?</h3><p>One criticism of the NBER&#39;s role as a recession arbiter is that its members take their time in order to avoid reacting to changes in jobs, production or other data that prove temporary. A closer to real-time recession indicator, called the Sahm rule after former Fed economist Claudia Sahm, is based on the unemployment rate  .</p><p>It states that when the 3-month rolling average of the unemployment rate rises a half a percentage point from its low over the prior 12 months, the economy has entered a recession.</p><p>The Sahm rule shows no sign of a U.S. downturn. Instead, the unemployment rate has been below 4% and falling or stable since January.</p><h3>WHY DOES THE R-WORD MATTER?</h3><p>Discussion of a recession, and predictions that the U.S. economy is headed into one, can have an impact on what happens next. CEOs, investors and everyday consumers make decisions on where and how to spend money based on how they think sales, profits and employment conditions will evolve.</p><p>Economist Robert Shiller predicted in June that there was a &#34;good chance&#34; the U.S. would experience a recession as a result of a &#34;self-fulfilling prophecy&#34; as consumers and companies prepare for the worst. &#34;The fear can lead to the actuality,&#34; he told Bloomberg.</p><h3>WHAT IS A &#39;SHALLOW RECESSION?&#39;</h3><p>Recessions come in many shapes. They can be deep but brief, like the pandemic recession which sent the unemployment rate briefly to 14.7%. They can be deep and scarring, like the Great Recession or the Depression in the 1930s, taking years for the job market to regain lost ground.</p><p>Economists and analysts have recently flagged the possibility that the next U.S. recession may be a mild one. Even the shortest and weakest recessions have trimmed payroll jobs by more than 1%, which would currently amount to more than a million and a half people.</p><h3>WHAT IS A GROWTH RECESSION?</h3><p>Another idea discussed by some economists and analysts is a &#34;growth recession,&#34; in which economic growth slows below the U.S. long-term growth trend of 1.5 to 2 percent annually, while unemployment increases but not by a lot. This is the scenario mapped out by some Fed policymakers as the best case outcome of recent interest rate increases.</p><h3>WHAT&#39;S THE INVERTED YIELD CURVE LINK?</h3><p>When the market rate for short-term borrowing exceeds that for a longer-term loan, it is known as an inverted yield curve, and seen as a harbinger of a recession.</p><p>Historically at least some part of the yield curve has inverted before every recent recession, and alarm bells started ringing when that happened on June 13.</p><p>Research from the Federal Reserve argues that the most widely followed yield-curve measure, the gap between yields on the two-year and the 10-year Treasury notes, doesn&#39;t actually predict much of anything; a better gauge is the gap between three-month and 18-month rates, which has not inverted.</p><h3>WHAT IS THE BEAR MARKET LINK TO RECESSION?</h3><p>The recent steep stock sell-off has also set off alarms. Nine of 12 bear markets, or drops of more than 20%, that have occurred since 1948 have been accompanied by recessions, according to investment research firm CFRA.</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>Is the U.S. in a Recession? GDP is Not the Only Measure</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 U.S. in a Recession? GDP is Not the Only Measure\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-05 23:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - By some early estimates, the U.S. economy, as measured by gross domestic product, may have shrunk in the three months from April through June. Add that to the decline from January through March, and that would be a contraction for two quarters in a row.</p><p>By an often-cited rule of thumb, that means the world&#39;s largest economy is in recession.</p><p>But deciding when a recession has begun or predicting when one might occur is not straightforward. The &#34;two quarters&#34; definition is not how economists think about business cycles, because GDP is a broad measure that can be influenced by factors like government spending or international trade. Instead they focus on factors like jobs, industrial production, and incomes.</p><p>At issue now is personal consumption data for May, released last week, which showed spending and disposable income dropped on an inflation-adjusted basis. That sparked a host of gloomy forecasts for June, and increasing speculation that a downturn is coming soon, if it is not here already.</p><p>The weeks ahead are likely to include pitched debate about the real health of the economy. Whether the U.S. is headed for a recession or already in one is a growing concern for corporate chief executives and their employees, the Federal Reserve, and the administration of President Joe Biden.</p><h3>DOESN&#39;T FALLLING GDP = RECESSION?</h3><p>Not always. In 2001 gross domestic product, after revisions, fell in the first three months of the year, but then rebounded in the next three months to a level higher than it ended the year before. GDP declined again in the fall.</p><p>Even though there were not two consecutive quarters of declining GDP, the situation was dubbed a recession at the time, because employment and industrial production were falling.</p><p>The pandemic recession only lasted two months, from March to April 2020, even though the steep drop in economic activity over those weeks meant GDP shrank overall in both the first and second quarters of the year. In 2016 there was a noticeable drop in industrial activity that some dubbed a &#34;mini-recession,&#34; though GDP never declined.</p><h3>WHO DECIDES, AND HOW?</h3><p>In the United States the official call is made by a panel of economists convened by the National Bureau of Economic Research, and sometimes comes a year or more after the fact.</p><p>The private non-profit research group defines  &#39;s%20traditional%20definition,more%20than%20a%20few%20months recession as a &#34;significant decline in economic activity that is spread across the economy and that lasts more than a few months.&#34;</p><p>The panel concentrates on things like jobs and industrial output that are measured monthly, not quarterly like GDP. It examines the depth of any changes, how long declines seem to be lasting, and how broadly any trouble is spread.</p><p>There are tradeoffs.</p><p>In the pandemic, for example, the depth of the job loss, in excess of 20 million positions, offset the fact that growth resumed quickly, leading the group to officially call the situation a recession in early June, before the end of the second quarter.</p><p>While each of three criteria - depth, diffusion, and even duration — &#34;needs to be met individually to some degree, extreme conditions revealed by one criterion may partially offset weaker indications from another,&#34; the group says.</p><h3>SO ARE WE IN A RECESSION NOW?</h3><p>Almost certainly not. While the &#34;two quarter rule&#34; has caveats and exceptions, there has never been a recession declared without a loss of employment. Jobs are being added in the U.S. by hundreds of thousands monthly.</p><p>The pace will likely slow, but there would need to be a sharp reversal for the current path of job growth to turn into one that looks like recession.</p><p>Industrial production, another factor that figured prominently in declaring the 2001 recession, has also been rising steadily, at least through May.</p><h3>WHAT IS THE SAHM RULE?</h3><p>One criticism of the NBER&#39;s role as a recession arbiter is that its members take their time in order to avoid reacting to changes in jobs, production or other data that prove temporary. A closer to real-time recession indicator, called the Sahm rule after former Fed economist Claudia Sahm, is based on the unemployment rate  .</p><p>It states that when the 3-month rolling average of the unemployment rate rises a half a percentage point from its low over the prior 12 months, the economy has entered a recession.</p><p>The Sahm rule shows no sign of a U.S. downturn. Instead, the unemployment rate has been below 4% and falling or stable since January.</p><h3>WHY DOES THE R-WORD MATTER?</h3><p>Discussion of a recession, and predictions that the U.S. economy is headed into one, can have an impact on what happens next. CEOs, investors and everyday consumers make decisions on where and how to spend money based on how they think sales, profits and employment conditions will evolve.</p><p>Economist Robert Shiller predicted in June that there was a &#34;good chance&#34; the U.S. would experience a recession as a result of a &#34;self-fulfilling prophecy&#34; as consumers and companies prepare for the worst. &#34;The fear can lead to the actuality,&#34; he told Bloomberg.</p><h3>WHAT IS A &#39;SHALLOW RECESSION?&#39;</h3><p>Recessions come in many shapes. They can be deep but brief, like the pandemic recession which sent the unemployment rate briefly to 14.7%. They can be deep and scarring, like the Great Recession or the Depression in the 1930s, taking years for the job market to regain lost ground.</p><p>Economists and analysts have recently flagged the possibility that the next U.S. recession may be a mild one. Even the shortest and weakest recessions have trimmed payroll jobs by more than 1%, which would currently amount to more than a million and a half people.</p><h3>WHAT IS A GROWTH RECESSION?</h3><p>Another idea discussed by some economists and analysts is a &#34;growth recession,&#34; in which economic growth slows below the U.S. long-term growth trend of 1.5 to 2 percent annually, while unemployment increases but not by a lot. This is the scenario mapped out by some Fed policymakers as the best case outcome of recent interest rate increases.</p><h3>WHAT&#39;S THE INVERTED YIELD CURVE LINK?</h3><p>When the market rate for short-term borrowing exceeds that for a longer-term loan, it is known as an inverted yield curve, and seen as a harbinger of a recession.</p><p>Historically at least some part of the yield curve has inverted before every recent recession, and alarm bells started ringing when that happened on June 13.</p><p>Research from the Federal Reserve argues that the most widely followed yield-curve measure, the gap between yields on the two-year and the 10-year Treasury notes, doesn&#39;t actually predict much of anything; a better gauge is the gap between three-month and 18-month rates, which has not inverted.</p><h3>WHAT IS THE BEAR MARKET LINK TO RECESSION?</h3><p>The recent steep stock sell-off has also set off alarms. Nine of 12 bear markets, or drops of more than 20%, that have occurred since 1948 have been accompanied by recessions, according to investment research firm CFRA.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249306814","content_text":"(Reuters) - By some early estimates, the U.S. economy, as measured by gross domestic product, may have shrunk in the three months from April through June. Add that to the decline from January through March, and that would be a contraction for two quarters in a row.By an often-cited rule of thumb, that means the world's largest economy is in recession.But deciding when a recession has begun or predicting when one might occur is not straightforward. The \"two quarters\" definition is not how economists think about business cycles, because GDP is a broad measure that can be influenced by factors like government spending or international trade. Instead they focus on factors like jobs, industrial production, and incomes.At issue now is personal consumption data for May, released last week, which showed spending and disposable income dropped on an inflation-adjusted basis. That sparked a host of gloomy forecasts for June, and increasing speculation that a downturn is coming soon, if it is not here already.The weeks ahead are likely to include pitched debate about the real health of the economy. Whether the U.S. is headed for a recession or already in one is a growing concern for corporate chief executives and their employees, the Federal Reserve, and the administration of President Joe Biden.DOESN'T FALLLING GDP = RECESSION?Not always. In 2001 gross domestic product, after revisions, fell in the first three months of the year, but then rebounded in the next three months to a level higher than it ended the year before. GDP declined again in the fall.Even though there were not two consecutive quarters of declining GDP, the situation was dubbed a recession at the time, because employment and industrial production were falling.The pandemic recession only lasted two months, from March to April 2020, even though the steep drop in economic activity over those weeks meant GDP shrank overall in both the first and second quarters of the year. In 2016 there was a noticeable drop in industrial activity that some dubbed a \"mini-recession,\" though GDP never declined.WHO DECIDES, AND HOW?In the United States the official call is made by a panel of economists convened by the National Bureau of Economic Research, and sometimes comes a year or more after the fact.The private non-profit research group defines  's%20traditional%20definition,more%20than%20a%20few%20months recession as a \"significant decline in economic activity that is spread across the economy and that lasts more than a few months.\"The panel concentrates on things like jobs and industrial output that are measured monthly, not quarterly like GDP. It examines the depth of any changes, how long declines seem to be lasting, and how broadly any trouble is spread.There are tradeoffs.In the pandemic, for example, the depth of the job loss, in excess of 20 million positions, offset the fact that growth resumed quickly, leading the group to officially call the situation a recession in early June, before the end of the second quarter.While each of three criteria - depth, diffusion, and even duration — \"needs to be met individually to some degree, extreme conditions revealed by one criterion may partially offset weaker indications from another,\" the group says.SO ARE WE IN A RECESSION NOW?Almost certainly not. While the \"two quarter rule\" has caveats and exceptions, there has never been a recession declared without a loss of employment. Jobs are being added in the U.S. by hundreds of thousands monthly.The pace will likely slow, but there would need to be a sharp reversal for the current path of job growth to turn into one that looks like recession.Industrial production, another factor that figured prominently in declaring the 2001 recession, has also been rising steadily, at least through May.WHAT IS THE SAHM RULE?One criticism of the NBER's role as a recession arbiter is that its members take their time in order to avoid reacting to changes in jobs, production or other data that prove temporary. A closer to real-time recession indicator, called the Sahm rule after former Fed economist Claudia Sahm, is based on the unemployment rate  .It states that when the 3-month rolling average of the unemployment rate rises a half a percentage point from its low over the prior 12 months, the economy has entered a recession.The Sahm rule shows no sign of a U.S. downturn. Instead, the unemployment rate has been below 4% and falling or stable since January.WHY DOES THE R-WORD MATTER?Discussion of a recession, and predictions that the U.S. economy is headed into one, can have an impact on what happens next. CEOs, investors and everyday consumers make decisions on where and how to spend money based on how they think sales, profits and employment conditions will evolve.Economist Robert Shiller predicted in June that there was a \"good chance\" the U.S. would experience a recession as a result of a \"self-fulfilling prophecy\" as consumers and companies prepare for the worst. \"The fear can lead to the actuality,\" he told Bloomberg.WHAT IS A 'SHALLOW RECESSION?'Recessions come in many shapes. They can be deep but brief, like the pandemic recession which sent the unemployment rate briefly to 14.7%. They can be deep and scarring, like the Great Recession or the Depression in the 1930s, taking years for the job market to regain lost ground.Economists and analysts have recently flagged the possibility that the next U.S. recession may be a mild one. Even the shortest and weakest recessions have trimmed payroll jobs by more than 1%, which would currently amount to more than a million and a half people.WHAT IS A GROWTH RECESSION?Another idea discussed by some economists and analysts is a \"growth recession,\" in which economic growth slows below the U.S. long-term growth trend of 1.5 to 2 percent annually, while unemployment increases but not by a lot. This is the scenario mapped out by some Fed policymakers as the best case outcome of recent interest rate increases.WHAT'S THE INVERTED YIELD CURVE LINK?When the market rate for short-term borrowing exceeds that for a longer-term loan, it is known as an inverted yield curve, and seen as a harbinger of a recession.Historically at least some part of the yield curve has inverted before every recent recession, and alarm bells started ringing when that happened on June 13.Research from the Federal Reserve argues that the most widely followed yield-curve measure, the gap between yields on the two-year and the 10-year Treasury notes, doesn't actually predict much of anything; a better gauge is the gap between three-month and 18-month rates, which has not inverted.WHAT IS THE BEAR MARKET LINK TO RECESSION?The recent steep stock sell-off has also set off alarms. Nine of 12 bear markets, or drops of more than 20%, that have occurred since 1948 have been accompanied by recessions, according to investment research firm CFRA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044293135,"gmtCreate":1656761660927,"gmtModify":1676535890573,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044293135","repostId":"2248681169","repostType":4,"repost":{"id":"2248681169","kind":"highlight","pubTimestamp":1656727452,"share":"https://ttm.financial/m/news/2248681169?lang=&edition=fundamental","pubTime":"2022-07-02 10:04","market":"us","language":"en","title":"Better Augmented Reality Stock: Apple vs. Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2248681169","media":"Motley Fool","summary":"Both companies could be major players in the AR space, but one is more of a sure thing.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Apple&#39;s long-rumored AR device may be just around the corner.</li><li>Nvidia is already powering AR across a variety of settings.</li></ul><p>In the technology sector, there are always new trends and fads, each with the promise of becoming &#34;the next big thing.&#34; One of the more prominent emerging technologies over the past several years has been augmented reality (AR). Put simply, AR is the ability to combine the real world with a digital one. Two prominent examples of this technology are the popular mobile game Pokémon Go and the app <b>Snapchat</b>.</p><p>Because there are already use cases for AR, it&#39;s easy to see this as more of an ongoing trend than a passing fad. Therefore, it&#39;s natural for future-minded investors to seek ways to invest in the space. There are two companies that I think are particularly well positioned to be at the center of AR for years to come: <b>Apple</b> and <b>Nvidia</b>. Let&#39;s see which is the better stock to own.</p><h2><b>1. Apple</b></h2><p>Already one of the largest companies in the world, Apple has made an indelible mark on our society with its line of consumer electronics like phones, tablets, smartwatches, and computers. Part of what has made Apple so successful is its ability to consistently innovate and enter new product lines. At any given time, there are numerous rumors swirling around about what might be Apple&#39;s next big product.</p><p>Apple has long been expected to release some kind of AR product, likely in the form of glasses or goggles. Recently, Apple CEO Tim Cook made comments that seem to indicate something may be on the horizon, teasing, &#34;I couldn&#39;t be more excited about the opportunities we&#39;ve seen in this space. And sort of stay tuned and you&#39;ll see what we have to offer.&#34;</p><p>To be clear, rumors and vague interview comments are not an investing thesis, but Apple does have a track record of launching new products that go on to see great success. Additionally, Apple has been a player in this space for years, introducing AR capabilities on its iPhone and iPad starting in 2017.</p><p>Even without a confirmed AR product, Apple continues to be a good investment. In the second quarter of 2022, Apple posted a record $93.7 billion in quarterly revenue, a 9% year-over-year increase. That comes on top of 54% revenue growth in the year-ago quarter, and was driven by year-over-year growth in every product category other than the iPad. Additionally, Apple is trading for a price to earnings (P/E) multiple of 23, which is slightly below the <b>S&amp;P 500</b>&#39;s average of 24.</p><h2><b>2. Nvidia</b></h2><p>From its start building PC graphics cards, Nvidia has grown to be a leading provider of chips for a variety of use cases, including gaming, data centers, and the automotive industry. As it pertains to AR, Nvidia&#39;s technology is already being used in a variety of ways by large enterprise customers. Nvidia&#39;s chips are powering virtual car showrooms, surgical training, and architectural walkthroughs, showing the everyday use cases for this technology.</p><p>One of the most commonly cited consumer uses for AR is in gaming, which comprises approximately 43% of Nvidia&#39;s sales. In Q1 of 2023, gaming revenue was a record $3.6 billion, good for a 31% year-over-year increase. One of the Nvidia products that led to this growth was its Nvidia RTX technology, which can help deliver AR experiences over 5G networks. As AR expands in the gaming space, Nvidia stands to benefit from the secular tailwinds.</p><p>Even after the tech sell-off we&#39;ve seen this year, Nvidia trades at a premium, with its current P/E at 41. However, that is the lowest that multiple has been since late 2019. Nvidia grew its revenue more than 46%, is profitable, and generated more than $1 billion in free cash flow in Q1, so this premium price is to be expected.</p><h2><b>Which is the better buy?</b></h2><p>From a valuation standpoint, it could be argued that Apple is a bargain at its current valuation. That said, until we see an actual AR product, its role in this emerging technology is uncertain. For that reason, I think Nvidia is the better AR stock. It&#39;s already producing the chips that are powering AR technologies in a variety of industries and doesn&#39;t rely on one consumer product for its AR exposure. For investors who feel the premium valuation is worth it, Nvidia is my pick for the better augmented reality stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Augmented Reality Stock: Apple vs. Nvidia</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\">\nBetter Augmented Reality Stock: Apple vs. Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-02 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple's long-rumored AR device may be just around the corner.Nvidia is already powering AR across a variety of settings.In the technology sector, there are always new trends and fads, each ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2022/07/01/better-augmented-reality-stock-apple-vs-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248681169","content_text":"KEY POINTSApple's long-rumored AR device may be just around the corner.Nvidia is already powering AR across a variety of settings.In the technology sector, there are always new trends and fads, each with the promise of becoming \"the next big thing.\" One of the more prominent emerging technologies over the past several years has been augmented reality (AR). Put simply, AR is the ability to combine the real world with a digital one. Two prominent examples of this technology are the popular mobile game Pokémon Go and the app Snapchat.Because there are already use cases for AR, it's easy to see this as more of an ongoing trend than a passing fad. Therefore, it's natural for future-minded investors to seek ways to invest in the space. There are two companies that I think are particularly well positioned to be at the center of AR for years to come: Apple and Nvidia. Let's see which is the better stock to own.1. AppleAlready one of the largest companies in the world, Apple has made an indelible mark on our society with its line of consumer electronics like phones, tablets, smartwatches, and computers. Part of what has made Apple so successful is its ability to consistently innovate and enter new product lines. At any given time, there are numerous rumors swirling around about what might be Apple's next big product.Apple has long been expected to release some kind of AR product, likely in the form of glasses or goggles. Recently, Apple CEO Tim Cook made comments that seem to indicate something may be on the horizon, teasing, \"I couldn't be more excited about the opportunities we've seen in this space. And sort of stay tuned and you'll see what we have to offer.\"To be clear, rumors and vague interview comments are not an investing thesis, but Apple does have a track record of launching new products that go on to see great success. Additionally, Apple has been a player in this space for years, introducing AR capabilities on its iPhone and iPad starting in 2017.Even without a confirmed AR product, Apple continues to be a good investment. In the second quarter of 2022, Apple posted a record $93.7 billion in quarterly revenue, a 9% year-over-year increase. That comes on top of 54% revenue growth in the year-ago quarter, and was driven by year-over-year growth in every product category other than the iPad. Additionally, Apple is trading for a price to earnings (P/E) multiple of 23, which is slightly below the S&P 500's average of 24.2. NvidiaFrom its start building PC graphics cards, Nvidia has grown to be a leading provider of chips for a variety of use cases, including gaming, data centers, and the automotive industry. As it pertains to AR, Nvidia's technology is already being used in a variety of ways by large enterprise customers. Nvidia's chips are powering virtual car showrooms, surgical training, and architectural walkthroughs, showing the everyday use cases for this technology.One of the most commonly cited consumer uses for AR is in gaming, which comprises approximately 43% of Nvidia's sales. In Q1 of 2023, gaming revenue was a record $3.6 billion, good for a 31% year-over-year increase. One of the Nvidia products that led to this growth was its Nvidia RTX technology, which can help deliver AR experiences over 5G networks. As AR expands in the gaming space, Nvidia stands to benefit from the secular tailwinds.Even after the tech sell-off we've seen this year, Nvidia trades at a premium, with its current P/E at 41. However, that is the lowest that multiple has been since late 2019. Nvidia grew its revenue more than 46%, is profitable, and generated more than $1 billion in free cash flow in Q1, so this premium price is to be expected.Which is the better buy?From a valuation standpoint, it could be argued that Apple is a bargain at its current valuation. That said, until we see an actual AR product, its role in this emerging technology is uncertain. For that reason, I think Nvidia is the better AR stock. It's already producing the chips that are powering AR technologies in a variety of industries and doesn't rely on one consumer product for its AR exposure. For investors who feel the premium valuation is worth it, Nvidia is my pick for the better augmented reality stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080807363,"gmtCreate":1649862674376,"gmtModify":1676534592930,"author":{"id":"3576068333969887","authorId":"3576068333969887","name":"Ruihaoiscool","avatar":"https://community-static.tradeup.com/news/1e8452f7d39e35ac17f7617fb9685e00","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576068333969887","authorIdStr":"3576068333969887"},"themes":[],"htmlText":"Good trade","listText":"Good trade","text":"Good trade","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080807363","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}