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2022-11-02

Time to buy

BofA Indicator Is Closest to Saying "Buy" US Stocks Since 2017

2022-11-02

$Apple(AAPL)$xyz

2021-08-03

Wow

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2021-06-16

Great ariticle, would you like to share it?

@小虎老师:想抄底別直接買，教你一個巴菲特最愛的抄底方式

2021-06-16

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@小虎综合资讯:盤前：“恐怖數據”今日來襲！大行情一觸即發？

2021-06-11

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@弹道美股:中概股跌跌不休，二次上市可以解憂嗎？

2021-06-10

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@巴伦周刊:FBI：頻發的網絡攻擊不亞於9·11，正調查約100種勒索軟件

2021-06-09

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2021-06-08

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Warning Signs A Correction Is Ahead

2021-06-08

Great stock

Amazon Stock: Has It Produced The Most Alpha In Big Tech?

2021-06-07

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@美股研究社:熱門中概股美股盤前普跌$拼多多(PDD)$，拼多多跌0.54%，京東跌0.98%，百度跌0.56%，B站跌0.85%，阿里巴巴跌0.08%，蔚來跌0.52%，理想汽車跌0.2%，小鵬汽車跌0.78%。美股大型科技股盤前多數下跌，其中$蘋果(AAPL)$蘋果漲0.24%，微軟跌0.27%，亞馬遜跌0.1%，谷歌跌0.14%，Netflix跌0.18%，Facebook跌0.24%，特斯拉跌0.51%。

2021-06-05

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FTSE Russell removed GameStop from the small-cap index

2021-06-02

Really

Tesla: Looking For Some Clarity

2021-06-02

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Alibaba, Warburg Want Piece of Vietnam’s Booming Online Economy

2021-06-01

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Forget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021

2021-05-28

Why

@小虎综合资讯:【異動】部分中概教育股走高，樸新教育漲超29%

2021-05-26

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@小虎综合资讯:WSB概念股漲幅擴大，AMC院線漲超16%

2021-05-22

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Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip

2021-05-19

//@ALT: Like and share pls

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2021-05-18

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JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion

Go to Tiger App to see more news

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The stocks benchmark closed at 3,856.10 on Wednesday.</p><p>Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.</p><p><img src=\"https://static.tigerbbs.com/2eee5a52acb669dd8b528ca23464c771\" tg-width=\"800\" tg-height=\"482\" referrerpolicy=\"no-referrer\"/>The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&amp;P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.</p><p>So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.</p><p>The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017</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\">\nBofA Indicator Is Closest to Saying \"Buy\" US Stocks Since 2017\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","BAC":"美国银行","MSC":"新濠影汇",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-02/bofa-indicator-is-closest-to-saying-buy-us-stocks-since-2017","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280374679","content_text":"S&P 500 generally rose if gauge was at present or lower levelsSentiment signal says S&P may rise to 4,500 in next 12 months(Bloomberg) -- A Bank of America Corp. contrarian indicator based on Wall Street strategists’ allocation views is nearest to flashing “buy” US equities in more than five years.“The indicator is the closest it has been to a ‘Buy’ signal since early 2017 and is closer to a ‘Buy’ signal than a ‘Sell’ signal for a sixth consecutive month,” strategists including Savita Subramanian wrote in a note dated Nov. 1. “Wall Street’s consensus equity allocation has been a reliable contrarian indicator over time.”The bank’s equity-sentiment measure, called the Sell Side Indicator, is one of the inputs that has gone into setting its S&P 500 target at 3,600 for this year and signals the equity gauge can rise to 4,500 over the next 12 months, they wrote. The stocks benchmark closed at 3,856.10 on Wednesday.Whenever the indicator was at current levels or lower, the subsequent 12-month returns for the US equity index were positive 94% of the time -- with median gains of 22%, the strategists said.The chants of a dovish turn in Federal Reserve’s policy have grown louder ahead of a Federal Reserve rate decision scheduled this week. The optimism has helped the S&P 500 Index rebound about 8% since Oct. 12, when it closed at the lowest level since November 2020.So far it looks like investors’ hopes of a friendlier Fed will get dashed again as chair Jerome Powell is poised to carry out a fifth-straight outsized rate hike on Wednesday.The average recommended stock allocation among Wall Street analysts has dropped by more than 6 percentage points this year, while the proposed proportion for bonds has increased by about 5 percentage points, BofA’s Subramanian and team said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665574619,"gmtCreate":1667402253834,"gmtModify":1676537912197,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>xyz","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>xyz","text":"$Apple(AAPL)$xyz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665574619","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804878495,"gmtCreate":1627951771017,"gmtModify":1703498387123,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804878495","repostId":"1155818598","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163913581,"gmtCreate":1623856288243,"gmtModify":1703821637860,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163913581","repostId":"169545696","repostType":1,"repost":{"id":169545696,"gmtCreate":1623845231012,"gmtModify":1703821151800,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"想抄底別直接買，教你一個巴菲特最愛的抄底方式","htmlText":"普通人抄底和大佬抄底有什麼不同？ 面對一隻跌到50美元的股票， 普通人抄底：掛個50美元的買單，成本50美元。 大佬抄底：賣個50美元的看跌期權，一股空手白賺4美元，被行權後以50美元買入，成本46美元（50-4=46）老有人問能不能抄巴菲特作業，老實說，絕大部分是抄不了的，因爲他買入賣出前都不會跟你說，等你知道的時候只有接盤和割肉的份兒。但是，巴菲特這個抄底動作，卻是爲數不多普通散戶可以學的操作之一。 祕訣就是賣看跌期權（short put），說起來也並不複雜，看完這篇你就會了！ 我們先看看巴菲特的示範，再解釋一下原理。 1993年4月，巴菲特希望增持可口可樂，但此時可口可樂的股價是40美元左右，而他對可口可樂股票的心理價位是35美元。 於是，他以1.5美元的權利金賣出500萬份到期日（行權日）爲1993年12月17日、行權價爲35美元的可口可樂看跌期權（put）。 到了1993年12月17日(到期日)，會有兩種情況： 如果可口可樂的股價高於35美元，那麼期權就是廢紙一張，巴菲特可以獲得1.5美元×500萬份=750萬美元的權利金; 如果可口可樂的股價低於35美元，巴菲特就必須按照35美元買入500萬股可口可樂股票，扣除之前收取的1.5美元權利金，最後巴菲特持有可口可樂股票的實際買入成本爲33.5美元/股，低於心理價位。 這麼操作還有一個額外的優勢：賣完期權現金就到手，比起把錢放賬戶裏一直掛35的買單幹等，還提升了現金流。 那麼對於我們個人來說，如何操作？ 如果你是純純的期權小白，可以看我之前的<a href=\"https://laohu8.com/TW/117146180\" target=\"_blank\">《想止盈的股票不要直接賣，這個操作能讓你多賺億點點，鄰居股民饞哭了 》</a>，介紹的是巧用期權止盈的思路，這裏面有對基本期權概念的解釋。 在那篇的基礎上，再劃幾個","listText":"普通人抄底和大佬抄底有什麼不同？ 面對一隻跌到50美元的股票， 普通人抄底：掛個50美元的買單，成本50美元。 大佬抄底：賣個50美元的看跌期權，一股空手白賺4美元，被行權後以50美元買入，成本46美元（50-4=46）老有人問能不能抄巴菲特作業，老實說，絕大部分是抄不了的，因爲他買入賣出前都不會跟你說，等你知道的時候只有接盤和割肉的份兒。但是，巴菲特這個抄底動作，卻是爲數不多普通散戶可以學的操作之一。 祕訣就是賣看跌期權（short put），說起來也並不複雜，看完這篇你就會了！ 我們先看看巴菲特的示範，再解釋一下原理。 1993年4月，巴菲特希望增持可口可樂，但此時可口可樂的股價是40美元左右，而他對可口可樂股票的心理價位是35美元。 於是，他以1.5美元的權利金賣出500萬份到期日（行權日）爲1993年12月17日、行權價爲35美元的可口可樂看跌期權（put）。 到了1993年12月17日(到期日)，會有兩種情況： 如果可口可樂的股價高於35美元，那麼期權就是廢紙一張，巴菲特可以獲得1.5美元×500萬份=750萬美元的權利金; 如果可口可樂的股價低於35美元，巴菲特就必須按照35美元買入500萬股可口可樂股票，扣除之前收取的1.5美元權利金，最後巴菲特持有可口可樂股票的實際買入成本爲33.5美元/股，低於心理價位。 這麼操作還有一個額外的優勢：賣完期權現金就到手，比起把錢放賬戶裏一直掛35的買單幹等，還提升了現金流。 那麼對於我們個人來說，如何操作？ 如果你是純純的期權小白，可以看我之前的<a href=\"https://laohu8.com/TW/117146180\" target=\"_blank\">《想止盈的股票不要直接賣，這個操作能讓你多賺億點點，鄰居股民饞哭了 》</a>，介紹的是巧用期權止盈的思路，這裏面有對基本期權概念的解釋。 在那篇的基礎上，再劃幾個","text":"普通人抄底和大佬抄底有什麼不同？ 面對一隻跌到50美元的股票， 普通人抄底：掛個50美元的買單，成本50美元。 大佬抄底：賣個50美元的看跌期權，一股空手白賺4美元，被行權後以50美元買入，成本46美元（50-4=46）老有人問能不能抄巴菲特作業，老實說，絕大部分是抄不了的，因爲他買入賣出前都不會跟你說，等你知道的時候只有接盤和割肉的份兒。但是，巴菲特這個抄底動作，卻是爲數不多普通散戶可以學的操作之一。 祕訣就是賣看跌期權（short put），說起來也並不複雜，看完這篇你就會了！ 我們先看看巴菲特的示範，再解釋一下原理。 1993年4月，巴菲特希望增持可口可樂，但此時可口可樂的股價是40美元左右，而他對可口可樂股票的心理價位是35美元。 於是，他以1.5美元的權利金賣出500萬份到期日（行權日）爲1993年12月17日、行權價爲35美元的可口可樂看跌期權（put）。 到了1993年12月17日(到期日)，會有兩種情況： 如果可口可樂的股價高於35美元，那麼期權就是廢紙一張，巴菲特可以獲得1.5美元×500萬份=750萬美元的權利金; 如果可口可樂的股價低於35美元，巴菲特就必須按照35美元買入500萬股可口可樂股票，扣除之前收取的1.5美元權利金，最後巴菲特持有可口可樂股票的實際買入成本爲33.5美元/股，低於心理價位。 這麼操作還有一個額外的優勢：賣完期權現金就到手，比起把錢放賬戶裏一直掛35的買單幹等，還提升了現金流。 那麼對於我們個人來說，如何操作？ 如果你是純純的期權小白，可以看我之前的《想止盈的股票不要直接賣，這個操作能讓你多賺億點點，鄰居股民饞哭了 》，介紹的是巧用期權止盈的思路，這裏面有對基本期權概念的解釋。 在那篇的基礎上，再劃幾個","images":[{"img":"https://static.tigerbbs.com/aa1045857599403d7680d7b822944a28","width":"652","height":"604"},{"img":"https://static.tigerbbs.com/3290512cce9bd75045e7a1721c9b96c0","width":"2036","height":"1416"},{"img":"https://static.tigerbbs.com/e5127a2cc6f263c1d13bde6daf917d0f","width":"994","height":"922"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169545696","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160123003,"gmtCreate":1623775517402,"gmtModify":1703819200089,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/160123003","repostId":"187564988","repostType":1,"repost":{"id":187564988,"gmtCreate":1623759478340,"gmtModify":1703818358391,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"盤前：“恐怖數據”今日來襲！大行情一觸即發？","htmlText":"6月15日，美國三大股指小幅震盪，截至發稿，道指期貨微漲0.02%；標普500指數期貨漲0.11%；納斯達克100指數期貨漲0.15%。 本交易日，投資者將迎來素有“恐怖數據”之稱的美國零售銷售數據，這也是本週最爲重磅的經濟指標，預計將引發市場的劇烈波動。 盤前行情 新進WSB概念股盤前走高，<a href=\"https://laohu8.com/S/CLNE\">$Clean Energy Fuels(CLNE)$</a>、<a href=\"https://laohu8.com/S/WISH\">$ContextLogic(WISH)$</a>漲超5%。 <a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>盤前漲超30%，此前申請至多2.5億美元的混合儲架發行。 <a href=\"https://laohu8.com/S/RAPT\">$RAPT Therapeutics(RAPT)$</a>盤前漲超8%，公司宣佈擬公開發行1.25億美元普通股。 <a href=\"https://laohu8.com/S/VRM\">$Vroom(VRM)$</a>盤前跌超5%，此前宣佈擬發行5億美元2026年到期的可轉換高級票據。 <a href=\"https://laohu8.com/S/QD\">$趣店(QD)$</a>盤前跌近8%，第一季度營收5.157億元，同比下滑。 <a href=\"https://laohu8.com/S/UXIN\">$優信(UXIN)$</a>二手車盤前漲超15%，此前宣佈規模高達3.15億美元的融資交易。 <a href=\"https://laohu8.com/S/OCGN\">$Ocugen(OCGN)$</a>盤前漲超12%，公司就其在美國生產新冠疫苗COVAX","listText":"6月15日，美國三大股指小幅震盪，截至發稿，道指期貨微漲0.02%；標普500指數期貨漲0.11%；納斯達克100指數期貨漲0.15%。 本交易日，投資者將迎來素有“恐怖數據”之稱的美國零售銷售數據，這也是本週最爲重磅的經濟指標，預計將引發市場的劇烈波動。 盤前行情 新進WSB概念股盤前走高，<a href=\"https://laohu8.com/S/CLNE\">$Clean Energy Fuels(CLNE)$</a>、<a href=\"https://laohu8.com/S/WISH\">$ContextLogic(WISH)$</a>漲超5%。 <a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>盤前漲超30%，此前申請至多2.5億美元的混合儲架發行。 <a href=\"https://laohu8.com/S/RAPT\">$RAPT Therapeutics(RAPT)$</a>盤前漲超8%，公司宣佈擬公開發行1.25億美元普通股。 <a href=\"https://laohu8.com/S/VRM\">$Vroom(VRM)$</a>盤前跌超5%，此前宣佈擬發行5億美元2026年到期的可轉換高級票據。 <a href=\"https://laohu8.com/S/QD\">$趣店(QD)$</a>盤前跌近8%，第一季度營收5.157億元，同比下滑。 <a href=\"https://laohu8.com/S/UXIN\">$優信(UXIN)$</a>二手車盤前漲超15%，此前宣佈規模高達3.15億美元的融資交易。 <a href=\"https://laohu8.com/S/OCGN\">$Ocugen(OCGN)$</a>盤前漲超12%，公司就其在美國生產新冠疫苗COVAX","text":"6月15日，美國三大股指小幅震盪，截至發稿，道指期貨微漲0.02%；標普500指數期貨漲0.11%；納斯達克100指數期貨漲0.15%。 本交易日，投資者將迎來素有“恐怖數據”之稱的美國零售銷售數據，這也是本週最爲重磅的經濟指標，預計將引發市場的劇烈波動。 盤前行情 新進WSB概念股盤前走高，$Clean Energy Fuels(CLNE)$、$ContextLogic(WISH)$漲超5%。 $Torchlight Energy Resources(TRCH)$盤前漲超30%，此前申請至多2.5億美元的混合儲架發行。 $RAPT Therapeutics(RAPT)$盤前漲超8%，公司宣佈擬公開發行1.25億美元普通股。 $Vroom(VRM)$盤前跌超5%，此前宣佈擬發行5億美元2026年到期的可轉換高級票據。 $趣店(QD)$盤前跌近8%，第一季度營收5.157億元，同比下滑。 $優信(UXIN)$二手車盤前漲超15%，此前宣佈規模高達3.15億美元的融資交易。 $Ocugen(OCGN)$盤前漲超12%，公司就其在美國生產新冠疫苗COVAX","images":[{"img":"https://static.tigerbbs.com/3b6305bcbec3d3d4f4b058e2982a0ec8","width":"822","height":"833"},{"img":"https://static.tigerbbs.com/99abfff40ef2a2119a15f393cee3bd85","width":"820","height":"360"},{"img":"https://static.tigerbbs.com/cc78fe5759ef90dd5781c4b139cd4932","width":"822","height":"833"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187564988","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181449026,"gmtCreate":1623408838565,"gmtModify":1704202797573,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181449026","repostId":"181410074","repostType":1,"repost":{"id":181410074,"gmtCreate":1623406231998,"gmtModify":1704202728770,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"弹道美股","avatar":"https://static.tigerbbs.com/19b0ffc4ebe1fa04dbda983a4cf50bbf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"中概股跌跌不休，二次上市可以解憂嗎？","htmlText":"本文聚焦：1、中概股看似風光無限，實則度日艱難2、中概股迴歸路徑選擇：A股港股雙雙迎接中概股迴歸3、二次回港上市的公司表現貝瑞研究聲明：貝瑞研究聲明：文中觀點基於公開市場信息和歷史數據形成，不作爲直接投資建議，僅供交流，歡迎留言探討投資見解。圖注：圖片源自網絡，版權屬原作者中概股在美國敲鐘上市看似風光無限，然而有些公司很可能正在面臨着內憂外患，尤其今年3月以來中概股的日子更是舉步維艱，股價跌跌不休。以百度、阿里巴巴和京東等公司爲例，由圖一可以看出，所選中概股公司當前的股價較年初均有不同程度的下滑，其中3月份的跌幅尤爲明顯。那麼問題來了，中概股公司的股價緣何陰跌不止？到底誰是罪魁禍首？圖1 年初至今的股價表現，資料來源：FactSet,作者作圖1、深受《外國公司問責法案》影響，中概股在美度日艱難 美國對中概股加強監管大事件一覽 導火索-瑞幸財務造假事件 2020年1月底， “瑞幸咖啡造假”，“渾水做空瑞幸”標題一出，便迅速佔領了各大熱搜的頭條。儘管瑞幸最初對指控矢口否認，長達89頁的大錘還是錘得小藍杯擡不起頭。而後至2020年4月，瑞幸在美遭受多輪集體訴訟。同時，打臉來得猝不及防，就在4月2日，瑞幸咖啡宣佈了董事會對於前期被發現問題的2019年年報的特別調查的結果:2019 Q2～Q4期間，瑞幸僞造了高達22億人民幣的交易額，以及相應的成本和費用的虛增。這一巨大的自爆引得輿論一片譁然，瑞幸股價迅速暴跌80％，而這也昭示着這個發展速度一度可謂躋身神壇的公司的隕落。而瑞幸的財務造假事件不僅讓社畜如我短期喝不到了常年3.8折的咖啡，更直接催生了美國頒佈《外國公司問責法案》。 大事件時間軸一覽 瑞幸事件之後，美國證券交易委員會( SEC）及美國公衆公司會計監督委員會(PCAOB)警示投資者關於購買中概股的風險，並且SEC主席特別指出，不要將資金投入在美國上市的中國股票。同時，共和黨參","listText":"本文聚焦：1、中概股看似風光無限，實則度日艱難2、中概股迴歸路徑選擇：A股港股雙雙迎接中概股迴歸3、二次回港上市的公司表現貝瑞研究聲明：貝瑞研究聲明：文中觀點基於公開市場信息和歷史數據形成，不作爲直接投資建議，僅供交流，歡迎留言探討投資見解。圖注：圖片源自網絡，版權屬原作者中概股在美國敲鐘上市看似風光無限，然而有些公司很可能正在面臨着內憂外患，尤其今年3月以來中概股的日子更是舉步維艱，股價跌跌不休。以百度、阿里巴巴和京東等公司爲例，由圖一可以看出，所選中概股公司當前的股價較年初均有不同程度的下滑，其中3月份的跌幅尤爲明顯。那麼問題來了，中概股公司的股價緣何陰跌不止？到底誰是罪魁禍首？圖1 年初至今的股價表現，資料來源：FactSet,作者作圖1、深受《外國公司問責法案》影響，中概股在美度日艱難 美國對中概股加強監管大事件一覽 導火索-瑞幸財務造假事件 2020年1月底， “瑞幸咖啡造假”，“渾水做空瑞幸”標題一出，便迅速佔領了各大熱搜的頭條。儘管瑞幸最初對指控矢口否認，長達89頁的大錘還是錘得小藍杯擡不起頭。而後至2020年4月，瑞幸在美遭受多輪集體訴訟。同時，打臉來得猝不及防，就在4月2日，瑞幸咖啡宣佈了董事會對於前期被發現問題的2019年年報的特別調查的結果:2019 Q2～Q4期間，瑞幸僞造了高達22億人民幣的交易額，以及相應的成本和費用的虛增。這一巨大的自爆引得輿論一片譁然，瑞幸股價迅速暴跌80％，而這也昭示着這個發展速度一度可謂躋身神壇的公司的隕落。而瑞幸的財務造假事件不僅讓社畜如我短期喝不到了常年3.8折的咖啡，更直接催生了美國頒佈《外國公司問責法案》。 大事件時間軸一覽 瑞幸事件之後，美國證券交易委員會( SEC）及美國公衆公司會計監督委員會(PCAOB)警示投資者關於購買中概股的風險，並且SEC主席特別指出，不要將資金投入在美國上市的中國股票。同時，共和黨參","text":"本文聚焦：1、中概股看似風光無限，實則度日艱難2、中概股迴歸路徑選擇：A股港股雙雙迎接中概股迴歸3、二次回港上市的公司表現貝瑞研究聲明：貝瑞研究聲明：文中觀點基於公開市場信息和歷史數據形成，不作爲直接投資建議，僅供交流，歡迎留言探討投資見解。圖注：圖片源自網絡，版權屬原作者中概股在美國敲鐘上市看似風光無限，然而有些公司很可能正在面臨着內憂外患，尤其今年3月以來中概股的日子更是舉步維艱，股價跌跌不休。以百度、阿里巴巴和京東等公司爲例，由圖一可以看出，所選中概股公司當前的股價較年初均有不同程度的下滑，其中3月份的跌幅尤爲明顯。那麼問題來了，中概股公司的股價緣何陰跌不止？到底誰是罪魁禍首？圖1 年初至今的股價表現，資料來源：FactSet,作者作圖1、深受《外國公司問責法案》影響，中概股在美度日艱難 美國對中概股加強監管大事件一覽 導火索-瑞幸財務造假事件 2020年1月底， “瑞幸咖啡造假”，“渾水做空瑞幸”標題一出，便迅速佔領了各大熱搜的頭條。儘管瑞幸最初對指控矢口否認，長達89頁的大錘還是錘得小藍杯擡不起頭。而後至2020年4月，瑞幸在美遭受多輪集體訴訟。同時，打臉來得猝不及防，就在4月2日，瑞幸咖啡宣佈了董事會對於前期被發現問題的2019年年報的特別調查的結果:2019 Q2～Q4期間，瑞幸僞造了高達22億人民幣的交易額，以及相應的成本和費用的虛增。這一巨大的自爆引得輿論一片譁然，瑞幸股價迅速暴跌80％，而這也昭示着這個發展速度一度可謂躋身神壇的公司的隕落。而瑞幸的財務造假事件不僅讓社畜如我短期喝不到了常年3.8折的咖啡，更直接催生了美國頒佈《外國公司問責法案》。 大事件時間軸一覽 瑞幸事件之後，美國證券交易委員會( SEC）及美國公衆公司會計監督委員會(PCAOB)警示投資者關於購買中概股的風險，並且SEC主席特別指出，不要將資金投入在美國上市的中國股票。同時，共和黨參","images":[{"img":"https://static.tigerbbs.com/a2b2b07cbac97ae8b06d7cdcab18b3a9","width":"554","height":"366"},{"img":"https://static.tigerbbs.com/dd56bbfcd38f97bef9f688e144cfbfaf","width":"553","height":"173"},{"img":"https://static.tigerbbs.com/0a6652af46f151459b15f70959441798","width":"1020","height":"1350"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181410074","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183682614,"gmtCreate":1623328613238,"gmtModify":1704200974194,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183682614","repostId":"183845311","repostType":1,"repost":{"id":183845311,"gmtCreate":1623322980000,"gmtModify":1704200893766,"author":{"id":"3524030243818067","authorId":"3524030243818067","name":"巴伦周刊","avatar":"https://static.tigerbbs.com/2a88e8bd37e8c66a6dfdca78e1466369","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"FBI：頻發的網絡攻擊不亞於9·11，正調查約100種勒索軟件","htmlText":"FBI局長雷表示，該機構正在調查約100種不同類型的勒索軟件，近期對美國肉類和石油天然氣業的攻擊只是其中的一小部分。圖片來源：NATE PALMER FOR THE WALL STREET JOURNAL 美國聯邦調查局(Federal Bureau of Investigation, 簡稱FBI)局長雷(Christopher Wray)表示，該機構正在調查約100種不同類型的勒索軟件，其中許多可追溯至在俄羅斯的實施者。他還表示當前這一系列網絡攻擊構成的挑戰不亞於2001年9月11日的恐怖襲擊。 雷在接受採訪時說：“有很多相似性，有很多重要之處，我們關注的重中之重是所造成的破壞和如何預防。不僅是政府機構，還包括私營部門，甚至是普通美國人，都要共同承擔責任。” 雷的上述評論是最近兩起勒索軟件攻擊事件席捲美國肉類和石油天然氣行業以來他首次公開發表的評論之一，而拜登政府的高級官員稱勒索軟件是對國家安全的一個緊迫威脅，並表示他們正在研究各種方法，以破壞支持這一蓬勃發展的行業的犯罪生態系統。雷表示，這100種不同惡意軟件都被用於了美國的多次勒索軟件攻擊。 雷在採訪中特別指出，俄羅斯窩藏了許多已知的勒索軟件用戶，安全專家和美國官員稱，俄羅斯爲勒索軟件犯罪團伙提供了一個避風港，使他們得以在東歐各地猖狂發展。 拜登(Joe Biden)政府還將研究加密貨幣在勒索事件中所起的作用，探索追蹤受害者付給海外勒索軟件團伙的贖金的路徑。 白宮官員表示，他們將推動更好地追蹤勒索軟件攻擊事件中的贖金。黑客鎖住受害公司的數據後，會要求公司支付爲數據解鎖的費用。 這以上舉措浮出水面前，又一場網絡攻擊發生了，肉品加工商JBS SA旗下美國和澳大利亞工廠暫停生產。此事發生在Colonial Pipeline Co.以及聖迭戈的Scripps Health遭遇網絡入侵之後，從中不難看出此類勒索計劃可能如何損害美","listText":"FBI局長雷表示，該機構正在調查約100種不同類型的勒索軟件，近期對美國肉類和石油天然氣業的攻擊只是其中的一小部分。圖片來源：NATE PALMER FOR THE WALL STREET JOURNAL 美國聯邦調查局(Federal Bureau of Investigation, 簡稱FBI)局長雷(Christopher Wray)表示，該機構正在調查約100種不同類型的勒索軟件，其中許多可追溯至在俄羅斯的實施者。他還表示當前這一系列網絡攻擊構成的挑戰不亞於2001年9月11日的恐怖襲擊。 雷在接受採訪時說：“有很多相似性，有很多重要之處，我們關注的重中之重是所造成的破壞和如何預防。不僅是政府機構，還包括私營部門，甚至是普通美國人，都要共同承擔責任。” 雷的上述評論是最近兩起勒索軟件攻擊事件席捲美國肉類和石油天然氣行業以來他首次公開發表的評論之一，而拜登政府的高級官員稱勒索軟件是對國家安全的一個緊迫威脅，並表示他們正在研究各種方法，以破壞支持這一蓬勃發展的行業的犯罪生態系統。雷表示，這100種不同惡意軟件都被用於了美國的多次勒索軟件攻擊。 雷在採訪中特別指出，俄羅斯窩藏了許多已知的勒索軟件用戶，安全專家和美國官員稱，俄羅斯爲勒索軟件犯罪團伙提供了一個避風港，使他們得以在東歐各地猖狂發展。 拜登(Joe Biden)政府還將研究加密貨幣在勒索事件中所起的作用，探索追蹤受害者付給海外勒索軟件團伙的贖金的路徑。 白宮官員表示，他們將推動更好地追蹤勒索軟件攻擊事件中的贖金。黑客鎖住受害公司的數據後，會要求公司支付爲數據解鎖的費用。 這以上舉措浮出水面前，又一場網絡攻擊發生了，肉品加工商JBS SA旗下美國和澳大利亞工廠暫停生產。此事發生在Colonial Pipeline Co.以及聖迭戈的Scripps Health遭遇網絡入侵之後，從中不難看出此類勒索計劃可能如何損害美","text":"FBI局長雷表示，該機構正在調查約100種不同類型的勒索軟件，近期對美國肉類和石油天然氣業的攻擊只是其中的一小部分。圖片來源：NATE PALMER FOR THE WALL STREET JOURNAL 美國聯邦調查局(Federal Bureau of Investigation, 簡稱FBI)局長雷(Christopher Wray)表示，該機構正在調查約100種不同類型的勒索軟件，其中許多可追溯至在俄羅斯的實施者。他還表示當前這一系列網絡攻擊構成的挑戰不亞於2001年9月11日的恐怖襲擊。 雷在接受採訪時說：“有很多相似性，有很多重要之處，我們關注的重中之重是所造成的破壞和如何預防。不僅是政府機構，還包括私營部門，甚至是普通美國人，都要共同承擔責任。” 雷的上述評論是最近兩起勒索軟件攻擊事件席捲美國肉類和石油天然氣行業以來他首次公開發表的評論之一，而拜登政府的高級官員稱勒索軟件是對國家安全的一個緊迫威脅，並表示他們正在研究各種方法，以破壞支持這一蓬勃發展的行業的犯罪生態系統。雷表示，這100種不同惡意軟件都被用於了美國的多次勒索軟件攻擊。 雷在採訪中特別指出，俄羅斯窩藏了許多已知的勒索軟件用戶，安全專家和美國官員稱，俄羅斯爲勒索軟件犯罪團伙提供了一個避風港，使他們得以在東歐各地猖狂發展。 拜登(Joe Biden)政府還將研究加密貨幣在勒索事件中所起的作用，探索追蹤受害者付給海外勒索軟件團伙的贖金的路徑。 白宮官員表示，他們將推動更好地追蹤勒索軟件攻擊事件中的贖金。黑客鎖住受害公司的數據後，會要求公司支付爲數據解鎖的費用。 這以上舉措浮出水面前，又一場網絡攻擊發生了，肉品加工商JBS SA旗下美國和澳大利亞工廠暫停生產。此事發生在Colonial Pipeline Co.以及聖迭戈的Scripps Health遭遇網絡入侵之後，從中不難看出此類勒索計劃可能如何損害美","images":[{"img":"https://static.tigerbbs.com/df6e40c8c0a044c8b2878ace42e14ce7"},{"img":"https://static.tigerbbs.com/6e858f52d22447daa137aaf3312c0291"},{"img":"https://static.tigerbbs.com/f7f319fbc3b34f058e7c44b8389fd326"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183845311","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189811359,"gmtCreate":1623250705771,"gmtModify":1704199438600,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189811359","repostId":"1188697627","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117776942,"gmtCreate":1623162661886,"gmtModify":1704197453535,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117776942","repostId":"1108456666","repostType":4,"repost":{"id":"1108456666","pubTimestamp":1623161829,"share":"https://www.laohu8.com/m/news/1108456666?lang=&edition=full","pubTime":"2021-06-08 22:17","market":"us","language":"en","title":"Warning Signs A Correction Is Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1108456666","media":"zerohedge","summary":"After a decent rally from the recent lows, there are multiple warning signs a correction approaches.","content":"<p>After a decent rally from the recent lows, there are multiple warning signs a correction approaches.</p>\n<p>Over the last few weeks, we&nbsp;<b><i>discussed the rising risk</i></b>&nbsp;of a correction between 5-10%, most likely this summer. Such drawdowns are historically very common within any given year of an ongoing bull market. As&nbsp;<i>Sentiment Trader</i>&nbsp;recently noted, we are now in one of the more extended periods without such an occurrence.</p>\n<p><img src=\"https://static.tigerbbs.com/eced82eef65e87252e40ed177a747be9\" tg-width=\"500\" tg-height=\"361\" referrerpolicy=\"no-referrer\">Of course, as is always the case, amid a bullish advance, it is easy to become complacent as prices rise.</p>\n<p><b>Before we go any further, it is essential to clarify we are discussing only the potential for a short-term correction.</b>&nbsp;As is often the case, some tend to extrapolate such to mean I am saying a&nbsp;<i>“crash”</i>&nbsp;is coming, and you should be all in cash. Such an extreme move is ill-advised without a significant weight of evidence.</p>\n<p>However, there is reason to be cautious in the near term.</p>\n<p><b>Suppressed Volatility</b></p>\n<p>As I stated, during a&nbsp;<i>“bullish advance,”</i>investors become incredibly complacent.&nbsp;<b>That</b><b><i>“complacency”</i></b><b>&nbsp;leads to excessive speculative risk-taking.We see clear evidence of that activity in various</b><b><i>“risk-on”</i></b><b>&nbsp;asset classes from Cryptocurrencies, to SPAC’s, to</b><b><i>“Meme Stocks.”</i></b></p>\n<p>A measure of speculative excess is the Volatility Index (VIX). The chart below is from my colleague Jim Colquitt of&nbsp;<i>Armor ETF’s.</i></p>\n<p>The top pane is the&nbsp;15-day moving average of VIX, which is on an inverted scale. The bottom pane is the S&amp;P 500 index.</p>\n<p><img src=\"https://static.tigerbbs.com/245e68edb15dbfa4f8f146a789b89809\" tg-width=\"900\" tg-height=\"712\"></p>\n<blockquote>\n <i>“The market may have one last push higher over the next several weeks. Such will take the VIX even lower and complete the VIX wedge pattern.</i>\n <i><b>That pattern has been evident in the last three 10% or greater corrections.</b></i>\n <i>&nbsp;By this measure, the correction should begin somewhere around July 21st&nbsp;– August 10th.” – Jim Colquitt</i>\n</blockquote>\n<p>As they say,&nbsp;<i>“timing is everything.”</i>While a July-August time frame is entirely possible, a June-July correction is just as likely. What is essential, as we will discuss momentarily, is understanding that risk is prevalent.</p>\n<p><b>Market Exuberance Stretched Again</b></p>\n<p>It isn’t just complacency that is suggestive of a short-term market correction. There are numerous others as well.</p>\n<p>As my friend Daniel Lacalle recently posted,&nbsp;Morgan Stanley‘s market timing indicator is at levels that have typically coincided with market downturns. Just for reference, the current reading is the most&nbsp;<i>“bearish”</i>&nbsp;on record.</p>\n<p><img src=\"https://static.tigerbbs.com/4c918064930caffdab80b05f255085f9\" tg-width=\"1085\" tg-height=\"459\"></p>\n<p>Furthermore, a host of other indicators posted by&nbsp;<b><i>@Not_Jim_Cramer</i></b>also suggests there are reasons for concern about a correction.</p>\n<p><img src=\"https://static.tigerbbs.com/12bad2caf91007cd9b37c0ef04e90e29\" tg-width=\"1280\" tg-height=\"547\"></p>\n<p><b>Inflationary Warning</b></p>\n<p>Lastly, this note from Tom Bowley caught my eye on Saturday.</p>\n<blockquote>\n <i>“The S&amp;P 500 reached a high on Friday of 4233.45, narrowly eclipsing the all-time high close of 4232.60 from May 7th.</i>\n <i><b>Unfortunately for the bulls, selling in the final few minutes ruined the breakout attempt. This false breakout, ever so slight, could be quite ominous for next week and there’s one MAJOR reason why. Inflation data.</b></i>\n <i>That May 7th all-time high came just days before the shocking April CPI data was released on May 12th. Now here we are back at the high again.</i>\n <i><b>As the late Yogi Berra might say, “it’s deja vu all over again!” I don’t believe inflation to be a problem, but just the possibility of it could trigger scary headlines and encourage selling in the week ahead.”</b></i>\n <i>&nbsp;–&nbsp;Tom Bowley, Stockcharts</i>\n</blockquote>\n<p>The chart below shows the differential between the annual rates of change of the Producer Price Index (PPI) and the Consumer Price Index (CPI.)&nbsp;<b>It should not be surprising that when PPI surges well ahead of CPI, equity markets tend to run into problems.Such is because this shows producers are unable to pass the inflation along to their customers.</b>&nbsp;Consequently, this leads to reduced earnings and a repricing of risk assets.</p>\n<p><img src=\"https://static.tigerbbs.com/1bf24f2c1d3200f6fdb7a14a83d419b5\" tg-width=\"967\" tg-height=\"519\"></p>\n<p>Tom goes on to state inflation will not be a problem longer-term correctly. However, in the near term, the surge in inflation will weigh on outlooks, creating corrective actions.</p>\n<p><b>The Problem With Technicals</b></p>\n<p>I want to reiterate a point from the most recent&nbsp;<b><i>newsletter:</i></b></p>\n<blockquote>\n <i><b>The biggest problem is that technical indicators do not distinguish between a consolidation, a correction, or an outright bear market.</b></i>\n <i>&nbsp;As such, if you ignore the signals as they occur, by the time you realize it’s a deep correction, it is too late to do much about it.</i>\n <i><b>Therefore, we must treat each signal with the same respect and adjust risk accordingly. The opportunity costs of doing so are minimal.</b></i>\n</blockquote>\n<p>If we reduce risk and the market continues to rise, we can increase risk exposures. Yes, we sacrifice some short-term performance. However, if we reduce risk and the market declines sharply, we not only protect capital during the decline but have the liquidity to deploy at lower price levels.</p>\n<p><b>Such is the problem with</b><b><i>“buy and hold”</i></b><b>&nbsp;strategies.</b>&nbsp;Yes, you will perform in line with the market, but given that you didn’t&nbsp;<i>“sell high,”</i>&nbsp;there is no cash available with which to&nbsp;<i>“buy low”</i>&nbsp;in the future.</p>\n<p><b>With that stated, here is the most significant problem of technical analysis.</b>All of the warnings noted above suggest there is a risk of a correction in the near term.&nbsp;<b>However, technical analysis does not differentiate between a 5% pullback, a 10% correction, or a</b><b><i>“bear market.”</i></b></p>\n<p><b>You will only find that out once it begins, and such is why risk management is essential.</b></p>\n<blockquote>\n <i>“Risk management is much like driving a car. If there is a blind spot ahead, and you don’t tap on the brakes to control your speed, you are unlikely to avoid the hazard ahead.</i>\n <b><i>Yes, tapping on the brakes to provide more control over the car will slow your arrival time to your destination. However, being late is a much better option than not getting there at all.”</i></b>\n</blockquote>\n<p><b>Just A Warning</b></p>\n<p><b>Again, I am not implying, suggesting, or stating that such signals mean going 100% to cash.</b>&nbsp;What I am suggesting is that when&nbsp;<i>“sell signals”</i>&nbsp;are given, that is the time when individuals should perform some essential portfolio risk management such as:</p>\n<ul>\n <li><p><i>Trim back winning positions to original portfolio weights:</i><i><b>Investment Rule: Let Winners Run</b></i></p></li>\n <li><p><i>Sell positions that simply are not working (if the position was not working in a rising market, it likely won’t in a declining market.)</i><i><b>Investment Rule: Cut Losers Short</b></i></p></li>\n <li><p><i>Hold the cash raised from these activities until the next buying opportunity occurs.</i><i><b>Investment Rule: Buy Low</b></i></p></li>\n</ul>\n<p>As stated, there is minimal risk in&nbsp;<i>“risk management.”</i>&nbsp;In the long term, the results of avoiding periods of severe capital loss will outweigh missed short-term gains.</p>\n<p><b>While I agree you can not</b><b><i>“time the markets,”you can “manage risk” to improve your long-term outcomes.</i></b></p>","source":"lsy1583725640930","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>Warning Signs A Correction Is Ahead</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; 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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\">\nWarning Signs A Correction Is Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 22:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/warning-signs-correction-ahead?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a decent rally from the recent lows, there are multiple warning signs a correction approaches.\nOver the last few weeks, we discussed the rising risk of a correction between 5-10%, most likely ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/warning-signs-correction-ahead?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/warning-signs-correction-ahead?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108456666","content_text":"After a decent rally from the recent lows, there are multiple warning signs a correction approaches.\nOver the last few weeks, we discussed the rising risk of a correction between 5-10%, most likely this summer. Such drawdowns are historically very common within any given year of an ongoing bull market. As Sentiment Trader recently noted, we are now in one of the more extended periods without such an occurrence.\nOf course, as is always the case, amid a bullish advance, it is easy to become complacent as prices rise.\nBefore we go any further, it is essential to clarify we are discussing only the potential for a short-term correction. As is often the case, some tend to extrapolate such to mean I am saying a “crash” is coming, and you should be all in cash. Such an extreme move is ill-advised without a significant weight of evidence.\nHowever, there is reason to be cautious in the near term.\nSuppressed Volatility\nAs I stated, during a “bullish advance,”investors become incredibly complacent. That“complacency” leads to excessive speculative risk-taking.We see clear evidence of that activity in various“risk-on” asset classes from Cryptocurrencies, to SPAC’s, to“Meme Stocks.”\nA measure of speculative excess is the Volatility Index (VIX). The chart below is from my colleague Jim Colquitt of Armor ETF’s.\nThe top pane is the 15-day moving average of VIX, which is on an inverted scale. The bottom pane is the S&P 500 index.\n\n\n“The market may have one last push higher over the next several weeks. Such will take the VIX even lower and complete the VIX wedge pattern.\nThat pattern has been evident in the last three 10% or greater corrections.\n By this measure, the correction should begin somewhere around July 21st – August 10th.” – Jim Colquitt\n\nAs they say, “timing is everything.”While a July-August time frame is entirely possible, a June-July correction is just as likely. What is essential, as we will discuss momentarily, is understanding that risk is prevalent.\nMarket Exuberance Stretched Again\nIt isn’t just complacency that is suggestive of a short-term market correction. There are numerous others as well.\nAs my friend Daniel Lacalle recently posted, Morgan Stanley‘s market timing indicator is at levels that have typically coincided with market downturns. Just for reference, the current reading is the most “bearish” on record.\n\nFurthermore, a host of other indicators posted by @Not_Jim_Crameralso suggests there are reasons for concern about a correction.\n\nInflationary Warning\nLastly, this note from Tom Bowley caught my eye on Saturday.\n\n“The S&P 500 reached a high on Friday of 4233.45, narrowly eclipsing the all-time high close of 4232.60 from May 7th.\nUnfortunately for the bulls, selling in the final few minutes ruined the breakout attempt. This false breakout, ever so slight, could be quite ominous for next week and there’s one MAJOR reason why. Inflation data.\nThat May 7th all-time high came just days before the shocking April CPI data was released on May 12th. Now here we are back at the high again.\nAs the late Yogi Berra might say, “it’s deja vu all over again!” I don’t believe inflation to be a problem, but just the possibility of it could trigger scary headlines and encourage selling in the week ahead.”\n – Tom Bowley, Stockcharts\n\nThe chart below shows the differential between the annual rates of change of the Producer Price Index (PPI) and the Consumer Price Index (CPI.) It should not be surprising that when PPI surges well ahead of CPI, equity markets tend to run into problems.Such is because this shows producers are unable to pass the inflation along to their customers. Consequently, this leads to reduced earnings and a repricing of risk assets.\n\nTom goes on to state inflation will not be a problem longer-term correctly. However, in the near term, the surge in inflation will weigh on outlooks, creating corrective actions.\nThe Problem With Technicals\nI want to reiterate a point from the most recent newsletter:\n\nThe biggest problem is that technical indicators do not distinguish between a consolidation, a correction, or an outright bear market.\n As such, if you ignore the signals as they occur, by the time you realize it’s a deep correction, it is too late to do much about it.\nTherefore, we must treat each signal with the same respect and adjust risk accordingly. The opportunity costs of doing so are minimal.\n\nIf we reduce risk and the market continues to rise, we can increase risk exposures. Yes, we sacrifice some short-term performance. However, if we reduce risk and the market declines sharply, we not only protect capital during the decline but have the liquidity to deploy at lower price levels.\nSuch is the problem with“buy and hold” strategies. Yes, you will perform in line with the market, but given that you didn’t “sell high,” there is no cash available with which to “buy low” in the future.\nWith that stated, here is the most significant problem of technical analysis.All of the warnings noted above suggest there is a risk of a correction in the near term. However, technical analysis does not differentiate between a 5% pullback, a 10% correction, or a“bear market.”\nYou will only find that out once it begins, and such is why risk management is essential.\n\n“Risk management is much like driving a car. If there is a blind spot ahead, and you don’t tap on the brakes to control your speed, you are unlikely to avoid the hazard ahead.\nYes, tapping on the brakes to provide more control over the car will slow your arrival time to your destination. However, being late is a much better option than not getting there at all.”\n\nJust A Warning\nAgain, I am not implying, suggesting, or stating that such signals mean going 100% to cash. What I am suggesting is that when “sell signals” are given, that is the time when individuals should perform some essential portfolio risk management such as:\n\nTrim back winning positions to original portfolio weights:Investment Rule: Let Winners Run\nSell positions that simply are not working (if the position was not working in a rising market, it likely won’t in a declining market.)Investment Rule: Cut Losers Short\nHold the cash raised from these activities until the next buying opportunity occurs.Investment Rule: Buy Low\n\nAs stated, there is minimal risk in “risk management.” In the long term, the results of avoiding periods of severe capital loss will outweigh missed short-term gains.\nWhile I agree you can not“time the markets,”you can “manage risk” to improve your long-term outcomes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117745143,"gmtCreate":1623162379582,"gmtModify":1704197443771,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great stock","listText":"Great stock","text":"Great stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117745143","repostId":"1154765176","repostType":4,"repost":{"id":"1154765176","pubTimestamp":1623145510,"share":"https://www.laohu8.com/m/news/1154765176?lang=&edition=full","pubTime":"2021-06-08 17:45","market":"us","language":"en","title":"Amazon Stock: Has It Produced The Most Alpha In Big Tech?","url":"https://stock-news.laohu8.com/highlight/detail?id=1154765176","media":"The Street","summary":"A long-term investment in Amazon stock has historically produced outsized returns. But has AMZN been the best Big Tech player at producing alpha?The Amazon Maven faces off six mega-cap stocks.A few days ago, the Amazon Maven explained howa mere $100 monthly investment in Amazon stock  -Get Report since the company’s 1997 IPO would have led to riches: $2.7 million today. It is hard to imagine a methodical, long-term investment having performed as well as this one.But has AMZN shares created the m","content":"<blockquote><b>A long-term investment in Amazon stock has historically produced outsized returns. But has AMZN been the best Big Tech player at producing alpha? The Amazon Maven faces off six mega-cap stocks.</b></blockquote><p>A&nbsp;few days ago, the Amazon Maven explained howa mere $100 monthly investment in Amazon stock&nbsp;(<b>AMZN</b>) -Get Report&nbsp;since the company’s 1997 IPO would have led to riches: $2.7 million today. It is hard to imagine a methodical, long-term investment having performed as well as this one.</p><p>But has AMZN shares created the most alpha within the mega-cap tech universe? Could investors have done much better by betting on names like Apple&nbsp;(<b>AAPL</b>) or Microsoft&nbsp;(<b>MSFT</b>) instead?</p><p><b>What is alpha?</b></p><p>First, it helps to look closer at the concept of alpha. Generally, alpha is thought to be the returns that an investor can earn in excess of a benchmark. In other words: how much has a stock or portfolio risen relative to the S&amp;P 500 or the Nasdaq? Investopediasummarizesas follows:</p><blockquote>Alpha (α) is a term used in investing to describe an investment strategy's ability to beat the market, or its ‘edge’. Alpha is also referred to as ‘excess return’ or ‘abnormal rate of return’.</blockquote><p>To me, this is a good start. But alpha should also consider one crucial factor: risk.</p><p>Beating the S&amp;P 500 might simply mean higher sensitivity to market forces (i.e. beta). So, the better question is: how much return can a stock produce<b><i>relative to risk</i></b>. I believe that this is a more complete view of alpha.</p><p><b>Amazon stock vs. the rest</b></p><p>Considering absolute returns only, Amazon stock ranks remarkably high within Big Tech for historical share price performance. The chart below shows that, over the past 10 years, AMZN has only lagged Tesla (TSLA) in annualized gains.</p><p><img src=\"https://static.tigerbbs.com/8474b2c893b04f99bbc62cbf3aaa9bec\" tg-width=\"683\" tg-height=\"409\" referrerpolicy=\"no-referrer\">Now, let me introduce risk to the equation. Risk is often defined (maybe too simplistically) as volatility. The more a stock rises and falls from minute to minute, or day to day, or week to week, the riskier it is.</p><p>So, one way to assess a stock’s returns relative to risk, thus giving us a better idea of its alpha potential, is to divide annualized returns by annualized volatility. By this methodology, Amazon stock loses its silver medal to Microsoft.</p><p><img src=\"https://static.tigerbbs.com/760869278d2e71f120fe4f1fc108de5a\" tg-width=\"680\" tg-height=\"405\" referrerpolicy=\"no-referrer\">One takeaway here is that, over the past decade, Amazon has achieved higher returns than any other FAAMG stock, but not without exposing investors to more volatility. If history repeats, investors should expect high returns to come alongside relatively sharper ups and downs as well.</p><p>Another way to think about risk, one that I have favored recently, is to think about sizable losses. A good question to ask would be: how much has a stock produced in average annual returns relative to its worst trailing 12-month (TTM) performance?</p><p>Using this methodology, not only does Amazon stock lose its silver medal, but it also drops out of the podium altogether. See chart below, and notice that Facebook has also performed better than Amazon in the past ten years in loss-adjusted terms.</p><p><img src=\"https://static.tigerbbs.com/affd59dcb14135f4a2cc892ad143ec26\" tg-width=\"683\" tg-height=\"405\" referrerpolicy=\"no-referrer\">Figure 4: Ratio: Annualized return vs. Worst TTM return.</p><p>DM Martins Research</p><p>Amazon, in fact, has one of the worst track records within Big Tech when it comes to sharp losses. By November 2008, AMZN had seen 57% of its value evaporate over the previous year. Only Alphabet, around the same time, performed any worse than this.</p><p><b>The key takeaways for investors</b></p><p>Having said the above, I think that Amazon investors can learn a few lessons from this historical price action analysis:</p><ul><li>Amazon has been a high-performing name, both since the IPO and over the past decade. In absolute terms, it is hard to find many stocks that have consistently delivered outsized returns.</li><li>Once risk is introduced to the discussion, Amazon stock’s performance goes from “outstanding” to a less exhilarating “solid”. Peers like Tesla, Microsoft and even Facebook seem to have been better alpha producers. In the 10 years that preceded the pandemic, in fact, Amazon’s volatility-adjusted returns were about the same as the S&amp;P 500’s.</li><li>AMZN investors should understand that the stock could continue to produce outsized gains, but also endure higher volatility and sharper losses, as it has in the last decade or more.</li><li>As always, past performance is not a guarantee of future results. Use history as a rough guide to set expectations, but understand that share price behavior can be quite different going forward.</li></ul><p><b>Twitter speaks</b></p><p>Pop quiz: relative to volatility (that is, in risk-adjusted terms), which of the following mega-cap tech stock has delivered the best returns in the past 10 year? Leave your vote below and follow The Amazon Maven on Twitter!</p><p><img src=\"https://static.tigerbbs.com/e679074ff1db7d9f81416239eecca1dd\" tg-width=\"584\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","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>Amazon Stock: Has It Produced The Most Alpha In Big Tech?</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\">\nAmazon Stock: Has It Produced The Most Alpha In Big Tech?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amazon-stock-has-it-produced-the-most-alpha-in-big-tech><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A long-term investment in Amazon stock has historically produced outsized returns. But has AMZN been the best Big Tech player at producing alpha? The Amazon Maven faces off six mega-cap stocks.A few ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-has-it-produced-the-most-alpha-in-big-tech\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-has-it-produced-the-most-alpha-in-big-tech","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154765176","content_text":"A long-term investment in Amazon stock has historically produced outsized returns. But has AMZN been the best Big Tech player at producing alpha? The Amazon Maven faces off six mega-cap stocks.A few days ago, the Amazon Maven explained howa mere $100 monthly investment in Amazon stock (AMZN) -Get Report since the company’s 1997 IPO would have led to riches: $2.7 million today. It is hard to imagine a methodical, long-term investment having performed as well as this one.But has AMZN shares created the most alpha within the mega-cap tech universe? Could investors have done much better by betting on names like Apple (AAPL) or Microsoft (MSFT) instead?What is alpha?First, it helps to look closer at the concept of alpha. Generally, alpha is thought to be the returns that an investor can earn in excess of a benchmark. In other words: how much has a stock or portfolio risen relative to the S&P 500 or the Nasdaq? Investopediasummarizesas follows:Alpha (α) is a term used in investing to describe an investment strategy's ability to beat the market, or its ‘edge’. Alpha is also referred to as ‘excess return’ or ‘abnormal rate of return’.To me, this is a good start. But alpha should also consider one crucial factor: risk.Beating the S&P 500 might simply mean higher sensitivity to market forces (i.e. beta). So, the better question is: how much return can a stock producerelative to risk. I believe that this is a more complete view of alpha.Amazon stock vs. the restConsidering absolute returns only, Amazon stock ranks remarkably high within Big Tech for historical share price performance. The chart below shows that, over the past 10 years, AMZN has only lagged Tesla (TSLA) in annualized gains.Now, let me introduce risk to the equation. Risk is often defined (maybe too simplistically) as volatility. The more a stock rises and falls from minute to minute, or day to day, or week to week, the riskier it is.So, one way to assess a stock’s returns relative to risk, thus giving us a better idea of its alpha potential, is to divide annualized returns by annualized volatility. By this methodology, Amazon stock loses its silver medal to Microsoft.One takeaway here is that, over the past decade, Amazon has achieved higher returns than any other FAAMG stock, but not without exposing investors to more volatility. If history repeats, investors should expect high returns to come alongside relatively sharper ups and downs as well.Another way to think about risk, one that I have favored recently, is to think about sizable losses. A good question to ask would be: how much has a stock produced in average annual returns relative to its worst trailing 12-month (TTM) performance?Using this methodology, not only does Amazon stock lose its silver medal, but it also drops out of the podium altogether. See chart below, and notice that Facebook has also performed better than Amazon in the past ten years in loss-adjusted terms.Figure 4: Ratio: Annualized return vs. Worst TTM return.DM Martins ResearchAmazon, in fact, has one of the worst track records within Big Tech when it comes to sharp losses. By November 2008, AMZN had seen 57% of its value evaporate over the previous year. Only Alphabet, around the same time, performed any worse than this.The key takeaways for investorsHaving said the above, I think that Amazon investors can learn a few lessons from this historical price action analysis:Amazon has been a high-performing name, both since the IPO and over the past decade. In absolute terms, it is hard to find many stocks that have consistently delivered outsized returns.Once risk is introduced to the discussion, Amazon stock’s performance goes from “outstanding” to a less exhilarating “solid”. Peers like Tesla, Microsoft and even Facebook seem to have been better alpha producers. In the 10 years that preceded the pandemic, in fact, Amazon’s volatility-adjusted returns were about the same as the S&P 500’s.AMZN investors should understand that the stock could continue to produce outsized gains, but also endure higher volatility and sharper losses, as it has in the last decade or more.As always, past performance is not a guarantee of future results. Use history as a rough guide to set expectations, but understand that share price behavior can be quite different going forward.Twitter speaksPop quiz: relative to volatility (that is, in risk-adjusted terms), which of the following mega-cap tech stock has delivered the best returns in the past 10 year? Leave your vote below and follow The Amazon Maven on Twitter!","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114587506,"gmtCreate":1623080256905,"gmtModify":1704195730155,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114587506","repostId":"114692409","repostType":1,"repost":{"id":114692409,"gmtCreate":1623071011801,"gmtModify":1704195408282,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"熱門中概股美股盤前普跌<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>，拼多多跌0.54%，京東跌0.98%，百度跌0.56%，B站跌0.85%，阿里巴巴跌0.08%，蔚來跌0.52%，理想汽車跌0.2%，小鵬汽車跌0.78%。美股大型科技股盤前多數下跌，其中<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>蘋果漲0.24%，微軟跌0.27%，亞馬遜跌0.1%，谷歌跌0.14%，Netflix跌0.18%，Facebook跌0.24%，特斯拉跌0.51%。","listText":"熱門中概股美股盤前普跌<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>，拼多多跌0.54%，京東跌0.98%，百度跌0.56%，B站跌0.85%，阿里巴巴跌0.08%，蔚來跌0.52%，理想汽車跌0.2%，小鵬汽車跌0.78%。美股大型科技股盤前多數下跌，其中<a href=\"https://laohu8.com/S/AAPL\">$蘋果(AAPL)$</a>蘋果漲0.24%，微軟跌0.27%，亞馬遜跌0.1%，谷歌跌0.14%，Netflix跌0.18%，Facebook跌0.24%，特斯拉跌0.51%。","text":"熱門中概股美股盤前普跌$拼多多(PDD)$，拼多多跌0.54%，京東跌0.98%，百度跌0.56%，B站跌0.85%，阿里巴巴跌0.08%，蔚來跌0.52%，理想汽車跌0.2%，小鵬汽車跌0.78%。美股大型科技股盤前多數下跌，其中$蘋果(AAPL)$蘋果漲0.24%，微軟跌0.27%，亞馬遜跌0.1%，谷歌跌0.14%，Netflix跌0.18%，Facebook跌0.24%，特斯拉跌0.51%。","images":[{"img":"https://static.tigerbbs.com/07f17704b29a2b416cf4dbba5ab20883","width":"500","height":"375"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114692409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112482938,"gmtCreate":1622902822824,"gmtModify":1704193148202,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/112482938","repostId":"1160563289","repostType":4,"repost":{"id":"1160563289","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":1622864224,"share":"https://www.laohu8.com/m/news/1160563289?lang=&edition=full","pubTime":"2021-06-05 11:37","market":"us","language":"en","title":"FTSE Russell removed GameStop from the small-cap index","url":"https://stock-news.laohu8.com/highlight/detail?id=1160563289","media":"Tiger Newspress","summary":"FTSE Russell removed GameStop from the small-cap index, with Tesla and JPMorgan among the top 10 in ","content":"<p>FTSE Russell removed GameStop from the small-cap index, with Tesla and JPMorgan among the top 10 in the Russell U.S. index.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FTSE Russell removed GameStop from the small-cap index</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\">\nFTSE Russell removed GameStop from the small-cap index\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-05 11:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>FTSE Russell removed GameStop from the small-cap index, with Tesla and JPMorgan among the top 10 in the Russell U.S. index.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","IWM":"罗素2000指数ETF","JPM":"摩根大通","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160563289","content_text":"FTSE Russell removed GameStop from the small-cap index, with Tesla and JPMorgan among the top 10 in the Russell U.S. index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113709515,"gmtCreate":1622637913537,"gmtModify":1704187794486,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113709515","repostId":"1137630619","repostType":4,"repost":{"id":"1137630619","pubTimestamp":1622634404,"share":"https://www.laohu8.com/m/news/1137630619?lang=&edition=full","pubTime":"2021-06-02 19:46","market":"us","language":"en","title":"Tesla: Looking For Some Clarity","url":"https://stock-news.laohu8.com/highlight/detail?id=1137630619","media":"seekingalpha","summary":"Summary\n\nCompany decides to remove radar from driver-assist packages.\nChip shortages bring second-qu","content":"<p><b>Summary</b></p>\n<ul>\n <li>Company decides to remove radar from driver-assist packages.</li>\n <li>Chip shortages bring second-quarter production questions into focus.</li>\n <li>Bitcoin pullback pulls focus away from actual business.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f125e6e3e3253347ea8add1168cdf447\" tg-width=\"768\" tg-height=\"512\"><span>Photo by jetcityimage/iStock Editorial via Getty Images</span></p>\n<p>As we enter the month of June, the final month of a quarter is always the busiest for electric vehicle maker Tesla (TSLA). The company has always planned its production cadence to feature a major push in vehicle deliveries as the quarter comes to a close. The current quarter likely features the most uncertainty we've seen since last year's pandemic heights, as investors look for some clarity into what's going on with the actual business.</p>\n<p>As a reminder, Tesla produced 180,338 vehicles in&nbsp;the first quarter&nbsp;of this year, despite no production coming from the Model S/X lines. Total deliveries were about 4,500 units higher, setting a quarterly delivery record as the Made in China Model Y started deliveries in the period. As that vehicle's ramp continues, new Model S units will see their first deliveries, and Q2 is usually better seasonally,street estimates&nbsp;see Tesla topping 200,000 deliveries without any problems. The table below shows Tesla's production levels and installed capacity figures going back to the start of the Shanghai factory opening.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/688322c96c66a518a7f3fd96ccdf4ffd\" tg-width=\"640\" tg-height=\"258\"><span>(Source: Tesla earnings reports)</span></p>\n<p>If I use 95% of the past four quarters rolling average for production, Tesla would come in at around 215,531 units. With the new Model X seeming to be a little behind the new Model S, I think it's reasonable to expect production of about 210,000 units for the quarter. As Tesla still had some unsold inventory at the end of Q1, I think deliveries could come in a little higher at 212,000.</p>\n<p>However, all of these expectations could be too optimistic depending on how you view last week's events. Tesla has&nbsp;announced a transition&nbsp;to Tesla Vision, where it is ditching front-facing radar on vehicles and relying solely on computer vision for Autopilot and Full Self-Driving features. This started on US deliveries of the 3/Y in May, and will expand to the S/X and China made vehicles over time. For some, it's another confusing turn in the company's push for full autonomy, as there are still no robo-taxis on the road (Elon Musk promised a million of them in 2020) and fully autonomous driving timelines remain unclear.</p>\n<p>I bring up the radar move because there were&nbsp;some skeptics on Twitter&nbsp;wondering what the true motive was for ditching radar. The thought process there was that Tesla did it due to the chip shortage, or other supply chain issues, that were greatly impacting the company's production. Would Tesla dump radar solely as a move to meet the quarter's numbers? That question gained a little more traction on Friday&nbsp;as reports out of Asia&nbsp;suggested just that. If there were only enough materials to put radar in 150,000 vehicles in the quarter, removing it to assure that you get over that 200,000 level could be the only option.</p>\n<p>Anyone that has followed the automotive industry this year knows that the chip shortage is impacting production. From auto giants like Ford (F) and General Motors (GM) to even smaller Chinese names like NIO (NIO), production at facilities across the globe has been shut down at times due to this issue. Interestingly enough, Tesla's US delivery estimate times for the Model 3/Y right now are at 3-13 weeks for most parts of the country as seen below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cc403c5450a51d4a9c4e5539f81ab18\" tg-width=\"640\" tg-height=\"301\"><span>(Source: Tesla US Model Y site,seen here)</span></p>\n<p>That's a very large range for this time of the quarter, where usually the range is much smaller. On the same day a year ago, just a few weeks after the Fremont factory reopened, Model 3 delivery estimates were 4-6 weeks, a range difference of just 2 weeks. If you remember the article above about removing radar, Electrek stated that Made in China vehicles weren't ditching radar just yet. Delivery times in China are currently at 1-3 weeks for the Model 3/Y, which would seem to suggest there is less supply chain uncertainty there. Tesla now delaying its Model S Plaid&nbsp;launch event by a week&nbsp;only adds to questions regarding the supply chain.</p>\n<p>The other issue that some investors are worrying about is Elon Musk's focus lately on cryptocurrencies. A visit to&nbsp;his Twitter page, as well a watching of his appearance on Saturday Night Live, have some questioning what's most important to him right now. As the chart below shows, Bitcoin prices have fallen recently, and are closer to the point where Tesla would need to impair its asset value at the end of Q2. A billion and a half dollar position is getting way too much focus for a company with a fully diluted market cap of roughly $700 billion. As a result, those that want to highlight the growth story of the business are upset that so much coverage is going where it is.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ba1de646e620f0d87251541ac139b89\" tg-width=\"640\" tg-height=\"273\"><span>(Source: Yahoo! Finance)</span></p>\n<p>As for Tesla shares, while they are well off their all-time highs, they have rebounded nicely from their recent mid $500s lows. As of Friday's close, the stock is basically halfway between its 50-day and 200-day moving averages. The gap between those key technical levels continues to close, and that will likely continue until this stock makes a significant move in one direction. The street sees the stock as slightly undervalued currently, being that the&nbsp;average price target&nbsp;is $663.36.</p>\n<p>As we enter the final month of Q2, Tesla investors are looking for some clarity regarding the business. There are increasing questions regarding production levels, not only because of the chip shortages, but Tesla's removal of radar from vehicles. With the company not providing much color into these issues, investors have thus focused more on Elon Musk's growing fascination with cryptocurrencies, so Tesla shares have trended with Bitcoin in recent weeks. Hopefully, we'll get more of an idea on how things are looking at next week's Model S Plaid event, as the stock looks to break out of its moving average trading gap.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Looking For Some Clarity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Looking For Some Clarity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 19:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432546-tesla-looking-for-some-clarity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCompany decides to remove radar from driver-assist packages.\nChip shortages bring second-quarter production questions into focus.\nBitcoin pullback pulls focus away from actual business.\n\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4432546-tesla-looking-for-some-clarity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4432546-tesla-looking-for-some-clarity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137630619","content_text":"Summary\n\nCompany decides to remove radar from driver-assist packages.\nChip shortages bring second-quarter production questions into focus.\nBitcoin pullback pulls focus away from actual business.\n\nPhoto by jetcityimage/iStock Editorial via Getty Images\nAs we enter the month of June, the final month of a quarter is always the busiest for electric vehicle maker Tesla (TSLA). The company has always planned its production cadence to feature a major push in vehicle deliveries as the quarter comes to a close. The current quarter likely features the most uncertainty we've seen since last year's pandemic heights, as investors look for some clarity into what's going on with the actual business.\nAs a reminder, Tesla produced 180,338 vehicles in the first quarter of this year, despite no production coming from the Model S/X lines. Total deliveries were about 4,500 units higher, setting a quarterly delivery record as the Made in China Model Y started deliveries in the period. As that vehicle's ramp continues, new Model S units will see their first deliveries, and Q2 is usually better seasonally,street estimates see Tesla topping 200,000 deliveries without any problems. The table below shows Tesla's production levels and installed capacity figures going back to the start of the Shanghai factory opening.\n(Source: Tesla earnings reports)\nIf I use 95% of the past four quarters rolling average for production, Tesla would come in at around 215,531 units. With the new Model X seeming to be a little behind the new Model S, I think it's reasonable to expect production of about 210,000 units for the quarter. As Tesla still had some unsold inventory at the end of Q1, I think deliveries could come in a little higher at 212,000.\nHowever, all of these expectations could be too optimistic depending on how you view last week's events. Tesla has announced a transition to Tesla Vision, where it is ditching front-facing radar on vehicles and relying solely on computer vision for Autopilot and Full Self-Driving features. This started on US deliveries of the 3/Y in May, and will expand to the S/X and China made vehicles over time. For some, it's another confusing turn in the company's push for full autonomy, as there are still no robo-taxis on the road (Elon Musk promised a million of them in 2020) and fully autonomous driving timelines remain unclear.\nI bring up the radar move because there were some skeptics on Twitter wondering what the true motive was for ditching radar. The thought process there was that Tesla did it due to the chip shortage, or other supply chain issues, that were greatly impacting the company's production. Would Tesla dump radar solely as a move to meet the quarter's numbers? That question gained a little more traction on Friday as reports out of Asia suggested just that. If there were only enough materials to put radar in 150,000 vehicles in the quarter, removing it to assure that you get over that 200,000 level could be the only option.\nAnyone that has followed the automotive industry this year knows that the chip shortage is impacting production. From auto giants like Ford (F) and General Motors (GM) to even smaller Chinese names like NIO (NIO), production at facilities across the globe has been shut down at times due to this issue. Interestingly enough, Tesla's US delivery estimate times for the Model 3/Y right now are at 3-13 weeks for most parts of the country as seen below.\n(Source: Tesla US Model Y site,seen here)\nThat's a very large range for this time of the quarter, where usually the range is much smaller. On the same day a year ago, just a few weeks after the Fremont factory reopened, Model 3 delivery estimates were 4-6 weeks, a range difference of just 2 weeks. If you remember the article above about removing radar, Electrek stated that Made in China vehicles weren't ditching radar just yet. Delivery times in China are currently at 1-3 weeks for the Model 3/Y, which would seem to suggest there is less supply chain uncertainty there. Tesla now delaying its Model S Plaid launch event by a week only adds to questions regarding the supply chain.\nThe other issue that some investors are worrying about is Elon Musk's focus lately on cryptocurrencies. A visit to his Twitter page, as well a watching of his appearance on Saturday Night Live, have some questioning what's most important to him right now. As the chart below shows, Bitcoin prices have fallen recently, and are closer to the point where Tesla would need to impair its asset value at the end of Q2. A billion and a half dollar position is getting way too much focus for a company with a fully diluted market cap of roughly $700 billion. As a result, those that want to highlight the growth story of the business are upset that so much coverage is going where it is.\n(Source: Yahoo! Finance)\nAs for Tesla shares, while they are well off their all-time highs, they have rebounded nicely from their recent mid $500s lows. As of Friday's close, the stock is basically halfway between its 50-day and 200-day moving averages. The gap between those key technical levels continues to close, and that will likely continue until this stock makes a significant move in one direction. The street sees the stock as slightly undervalued currently, being that the average price target is $663.36.\nAs we enter the final month of Q2, Tesla investors are looking for some clarity regarding the business. There are increasing questions regarding production levels, not only because of the chip shortages, but Tesla's removal of radar from vehicles. With the company not providing much color into these issues, investors have thus focused more on Elon Musk's growing fascination with cryptocurrencies, so Tesla shares have trended with Bitcoin in recent weeks. Hopefully, we'll get more of an idea on how things are looking at next week's Model S Plaid event, as the stock looks to break out of its moving average trading gap.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113709970,"gmtCreate":1622637863190,"gmtModify":1704187794810,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113709970","repostId":"2140948434","repostType":4,"repost":{"id":"2140948434","pubTimestamp":1622635115,"share":"https://www.laohu8.com/m/news/2140948434?lang=&edition=full","pubTime":"2021-06-02 19:58","market":"us","language":"en","title":"Alibaba, Warburg Want Piece of Vietnam’s Booming Online Economy","url":"https://stock-news.laohu8.com/highlight/detail?id=2140948434","media":"Bloomberg","summary":"Startups focus on building loyalty among skeptical consumers\nNation’s digital economy forecast to re","content":"<ul>\n <li>Startups focus on building loyalty among skeptical consumers</li>\n <li>Nation’s digital economy forecast to reach $52 billion by 2025</li>\n</ul>\n<p>Weaving through congested Ho Chi Minh City on his Honda motorbike, Ho Duc Quang zips past a statue of the city’s namesake revolutionary leader and the warren-like Ben Thanh Market to drop off toys, books and other packages to customers of online retailer Tiki.vn.</p>\n<p>Quang, 25, needs to be quick, since Tiki guarantees two-hour delivery to its express service customers in Vietnam’s metropolis. He uses AirPods to let customers know he’s about to arrive, but there’s <a href=\"https://laohu8.com/S/AONE\">one</a> thing slowing him down: Quang has to wait for customers to open packages and confirm everything is correct before speeding off on his next delivery. It’s a must for many Vietnamese still unsure if they can trust e-commerce merchants.</p>\n<p>Quang’s race through the city of nine million people is part of a campaign to win over reluctant Vietnamese, many of whom are trying online shopping for the first time during the pandemic. It’s not an easy sell in a cash-based society where only about a third of adults have bank accounts, less than 5% own credit cards and most shop at mom-and-pop stores and traditional wet markets.</p>\n<p>Though Euromonitor International estimates e-commerce accounted for just 3% of the nation’s retail market last year -- the smallest amount among Southeast Asia’s major economies -- the potential for growth is alluring. Vietnam’s digital economy is forecast to grow to $52 billion by 2025, an annual 29% increase from 2020, according to a study by&nbsp;Alphabet Inc.’s Google,Temasek Holdings Pte&nbsp;and Bain &amp; Co.</p>\n<p><b>Competition for Customers</b></p>\n<p>Startups backed by&nbsp;Warburg Pincus LLC&nbsp;and&nbsp;JD.com Inc., regional players including Singapore’s&nbsp;Sea Ltd.’s Shopee and even&nbsp;Amazon.com Inc.&nbsp;are also targeting the country’s growing middle class. Between 2016 and the first half of 2020, investors funneled $1.9 billion into Vietnam’s online sector, the study by Google, Temasek and&nbsp;Bain&nbsp;showed.</p>\n<p>“Vietnam is at the beginning of becoming a digitalized society with a young population that loves technology,” said Ralf Matthaes, managing director of Ho Chi Minh City-based Infocus Mekong Research. “So all these companies are tripping over themselves to offer these services.”</p>\n<p>The government targets online shopping to account for 10% of Vietnam’s retail sales -- and as much as 50% in Hanoi and Ho Chi Minh City -- by 2025. Officials want to reduce cash payments to create a more transparent modern economy by increasing cashless payments for public services and improving the regulatory framework for e-payments.</p>\n<p><img src=\"https://static.tigerbbs.com/baf01c998f31778c80e0c887574df279\" tg-width=\"959\" tg-height=\"539\"></p>\n<p>A consortium led by Alibaba Group Holding Ltd. and Baring Private Equity Asia is investing $400 million for a 5.5% stake in Vietnamese conglomerate Masan Group Corp.’s retail arm. As part of the deal announced May 18, Masan will team up with Lazada, Alibaba’s Southeast Asia e-commerce unit. “The combination of Alibaba’s online retail expertise, Lazada’s e-commerce platform in Vietnam, and Masan’s leading offline network will be a strong catalyst to modernize Vietnam’s retail landscape,” Kenny Ho, Alibaba’s head of investment for Southeast Asia, said in a statement.</p>\n<p>M-Service JSC, a Vietnamese startup that operates the MoMo payment app, in January&nbsp;raised&nbsp;more than $100 million from a group of investors including Warburg Pincus. MoMo’s registered users last year doubled to 23 million, said Nguyen Manh Tuong, co-founder of M-Service JSC, and the company forecasts it will have 50 million registered users in two years.</p>\n<p>For the first time in their shopping lives, Vietnamese are being wooed with customer-first retail common in developed economies as dozens of e-commerce companies build loyalty among the nation’s growing middle class.</p>\n<p><b>Consumer Distrust</b></p>\n<p>Digital retailers are engaged in a courtship with shoppers wary of fraud and stores that traditionally eschew return policies. “Vietnamese are distrustful of what they can’t see,” said Hanoi-based economist Nguyen Tri Hieu. “Ordinary people need to see what they are buying. They need to smell it, touch it.”</p>\n<p>So e-commerce sites offer promotions -- Shopee calls them “hunting hours” -- with price cuts on everything from AirPods to Samsung washing machines. E-wallet startups provide vouchers. Tiki has an up-to-30-day return policy.</p>\n<p>Hanoi shopper Nguyen Thi Kim Chi, 31, who works at an entertainment media website, said e-commerce’s customer focus and 70%-off flash sales won her over. Online ratings of products and services empower consumers, she said.</p>\n<p>“Usually customers have to go to stores to complain about low-quality products, sometimes even have arguments,” Chi said, “but still they cannot get anything fixed.”Vietnam Wants to Leap From Gold Bars to Credit Cards</p>\n<p>The pandemic gave digital retail a boost with 30% more Vietnamese buying everything from food to electronics online last year, Matthaes said. A new virus surge sweeping across the country could further enhance e-commerce as Ho Chi Minh City, Hanoi and other regions experience virtual lockdowns.</p>\n<p><b>Shifting retail</b></p>\n<p>Vietnam’s retail landscape is shifting faster than mature markets did, said Jeffrey Perlman, Warburg Pincus managing director in Singapore who overseas Southeast Asia and Asia Pacific Real Estate. Its move to modern retail skipped catalog shopping and stand-alone department stores as malls began sprouting largely over the past decade.</p>\n<p>Warburg-Backed Vietnam E-Wallet Said to Raise $100 Million</p>\n<p>Tiki is the nation’s largest homegrown e-commerce site among dozens of local online shopping platforms, including some operated by retailers that have set up their own websites. Software engineer Tran Ngoc Thai Son launched Tiki in 2010 with $5,000. He wrote the code, purchased 100 English books from Amazon, and then delivered them on his motorbike.</p>\n<p>Tiki now has 3,100 employees and a state-of-the-art warehouse management system overseen by Henry Low, a former Amazon and Coupang Corp. executive.As his company grew, so did efforts to attract consumers. Son deployed a system to weed out fake products and says Tiki will back legitimate customer complaints. “If there is a defect in, say, a new phone and the customer wants to return it, we support the customer 100%,” he said. “If the seller is not OK with that, we will turn off the seller.”</p>\n<p><b>Diapers to Beer</b></p>\n<p>Investors including Sumitomo Corp. and JD.com have backed the startup with $192.5 million, according to Crunchbase. Son said he expects more funding rounds and plans an eventual initial public offering.The startup handles just under two million orders a month, said Low, as workers stacked pallets with everything from boxes of diapers to cases of Corona beer in a 10,000 square-meter fulfillment center on a recent afternoon. Tiki is deploying artificial intelligence and robots capable of moving 800 kilograms of products to speed things along.</p>\n<p>“It’s so fast,” Son said of his logistics system that looks to offer 500,000 products for two-hour delivery from 200,000 now, helping Tiki reach profitability. “Customers don’t have a chance to change their mind.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba, Warburg Want Piece of Vietnam’s Booming Online Economy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba, Warburg Want Piece of Vietnam’s Booming Online Economy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-02 19:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-01/e-commerce-giants-take-aim-at-vietnam-s-booming-online-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Startups focus on building loyalty among skeptical consumers\nNation’s digital economy forecast to reach $52 billion by 2025\n\nWeaving through congested Ho Chi Minh City on his Honda motorbike, Ho Duc ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-01/e-commerce-giants-take-aim-at-vietnam-s-booming-online-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HMC":"本田汽车","AMZN":"亚马逊","GOOG":"谷歌","JD":"京东","BABA":"阿里巴巴","SE":"Sea Ltd","GS":"高盛","GOOGL":"谷歌A","JDCMF":"JD.com, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2021-06-01/e-commerce-giants-take-aim-at-vietnam-s-booming-online-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140948434","content_text":"Startups focus on building loyalty among skeptical consumers\nNation’s digital economy forecast to reach $52 billion by 2025\n\nWeaving through congested Ho Chi Minh City on his Honda motorbike, Ho Duc Quang zips past a statue of the city’s namesake revolutionary leader and the warren-like Ben Thanh Market to drop off toys, books and other packages to customers of online retailer Tiki.vn.\nQuang, 25, needs to be quick, since Tiki guarantees two-hour delivery to its express service customers in Vietnam’s metropolis. He uses AirPods to let customers know he’s about to arrive, but there’s one thing slowing him down: Quang has to wait for customers to open packages and confirm everything is correct before speeding off on his next delivery. It’s a must for many Vietnamese still unsure if they can trust e-commerce merchants.\nQuang’s race through the city of nine million people is part of a campaign to win over reluctant Vietnamese, many of whom are trying online shopping for the first time during the pandemic. It’s not an easy sell in a cash-based society where only about a third of adults have bank accounts, less than 5% own credit cards and most shop at mom-and-pop stores and traditional wet markets.\nThough Euromonitor International estimates e-commerce accounted for just 3% of the nation’s retail market last year -- the smallest amount among Southeast Asia’s major economies -- the potential for growth is alluring. Vietnam’s digital economy is forecast to grow to $52 billion by 2025, an annual 29% increase from 2020, according to a study by Alphabet Inc.’s Google,Temasek Holdings Pte and Bain & Co.\nCompetition for Customers\nStartups backed by Warburg Pincus LLC and JD.com Inc., regional players including Singapore’s Sea Ltd.’s Shopee and even Amazon.com Inc. are also targeting the country’s growing middle class. Between 2016 and the first half of 2020, investors funneled $1.9 billion into Vietnam’s online sector, the study by Google, Temasek and Bain showed.\n“Vietnam is at the beginning of becoming a digitalized society with a young population that loves technology,” said Ralf Matthaes, managing director of Ho Chi Minh City-based Infocus Mekong Research. “So all these companies are tripping over themselves to offer these services.”\nThe government targets online shopping to account for 10% of Vietnam’s retail sales -- and as much as 50% in Hanoi and Ho Chi Minh City -- by 2025. Officials want to reduce cash payments to create a more transparent modern economy by increasing cashless payments for public services and improving the regulatory framework for e-payments.\n\nA consortium led by Alibaba Group Holding Ltd. and Baring Private Equity Asia is investing $400 million for a 5.5% stake in Vietnamese conglomerate Masan Group Corp.’s retail arm. As part of the deal announced May 18, Masan will team up with Lazada, Alibaba’s Southeast Asia e-commerce unit. “The combination of Alibaba’s online retail expertise, Lazada’s e-commerce platform in Vietnam, and Masan’s leading offline network will be a strong catalyst to modernize Vietnam’s retail landscape,” Kenny Ho, Alibaba’s head of investment for Southeast Asia, said in a statement.\nM-Service JSC, a Vietnamese startup that operates the MoMo payment app, in January raised more than $100 million from a group of investors including Warburg Pincus. MoMo’s registered users last year doubled to 23 million, said Nguyen Manh Tuong, co-founder of M-Service JSC, and the company forecasts it will have 50 million registered users in two years.\nFor the first time in their shopping lives, Vietnamese are being wooed with customer-first retail common in developed economies as dozens of e-commerce companies build loyalty among the nation’s growing middle class.\nConsumer Distrust\nDigital retailers are engaged in a courtship with shoppers wary of fraud and stores that traditionally eschew return policies. “Vietnamese are distrustful of what they can’t see,” said Hanoi-based economist Nguyen Tri Hieu. “Ordinary people need to see what they are buying. They need to smell it, touch it.”\nSo e-commerce sites offer promotions -- Shopee calls them “hunting hours” -- with price cuts on everything from AirPods to Samsung washing machines. E-wallet startups provide vouchers. Tiki has an up-to-30-day return policy.\nHanoi shopper Nguyen Thi Kim Chi, 31, who works at an entertainment media website, said e-commerce’s customer focus and 70%-off flash sales won her over. Online ratings of products and services empower consumers, she said.\n“Usually customers have to go to stores to complain about low-quality products, sometimes even have arguments,” Chi said, “but still they cannot get anything fixed.”Vietnam Wants to Leap From Gold Bars to Credit Cards\nThe pandemic gave digital retail a boost with 30% more Vietnamese buying everything from food to electronics online last year, Matthaes said. A new virus surge sweeping across the country could further enhance e-commerce as Ho Chi Minh City, Hanoi and other regions experience virtual lockdowns.\nShifting retail\nVietnam’s retail landscape is shifting faster than mature markets did, said Jeffrey Perlman, Warburg Pincus managing director in Singapore who overseas Southeast Asia and Asia Pacific Real Estate. Its move to modern retail skipped catalog shopping and stand-alone department stores as malls began sprouting largely over the past decade.\nWarburg-Backed Vietnam E-Wallet Said to Raise $100 Million\nTiki is the nation’s largest homegrown e-commerce site among dozens of local online shopping platforms, including some operated by retailers that have set up their own websites. Software engineer Tran Ngoc Thai Son launched Tiki in 2010 with $5,000. He wrote the code, purchased 100 English books from Amazon, and then delivered them on his motorbike.\nTiki now has 3,100 employees and a state-of-the-art warehouse management system overseen by Henry Low, a former Amazon and Coupang Corp. executive.As his company grew, so did efforts to attract consumers. Son deployed a system to weed out fake products and says Tiki will back legitimate customer complaints. “If there is a defect in, say, a new phone and the customer wants to return it, we support the customer 100%,” he said. “If the seller is not OK with that, we will turn off the seller.”\nDiapers to Beer\nInvestors including Sumitomo Corp. and JD.com have backed the startup with $192.5 million, according to Crunchbase. Son said he expects more funding rounds and plans an eventual initial public offering.The startup handles just under two million orders a month, said Low, as workers stacked pallets with everything from boxes of diapers to cases of Corona beer in a 10,000 square-meter fulfillment center on a recent afternoon. Tiki is deploying artificial intelligence and robots capable of moving 800 kilograms of products to speed things along.\n“It’s so fast,” Son said of his logistics system that looks to offer 500,000 products for two-hour delivery from 200,000 now, helping Tiki reach profitability. “Customers don’t have a chance to change their mind.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119092224,"gmtCreate":1622507720568,"gmtModify":1704185222749,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119092224","repostId":"2139453630","repostType":4,"repost":{"id":"2139453630","pubTimestamp":1622470503,"share":"https://www.laohu8.com/m/news/2139453630?lang=&edition=full","pubTime":"2021-05-31 22:15","market":"us","language":"en","title":"Forget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2139453630","media":"Motley Fool","summary":"2021 got off to a great start, and sales momentum is set to continue through the year.","content":"<p><b>NVIDIA </b>(NASDAQ:NVDA) got its year started with a bang. In the fiscal first quarter of 2021 (the three months ended May 2, 2021) revenue increased 84% year over year to $5.66 billion, and adjusted earnings per share were up 106%. Ahead of the quarterly update, the semiconductor designer announced a 4-for-1 stock split. While stock splits don't have a material impact on a business's valuation, investors struck an upbeat tone on the news. Shares are now up 175.8% since the start of 2020.</p>\n<p>Stock split aside, there's reason to believe NVIDIA's run isn't over. Chip demand is sky-high right now, and the company is a leader on multiple high-growth technology fronts. Let's look at three reasons why this stock could continue its upward movement in 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50890f6ac7c37200838d6b704d94b843\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>1. New gaming GPU upgrades are just getting started</h2>\n<p>NVIDIA got its start with high-end video game graphics, and the industry remains the company's largest market. Gaming sales were $2.76 billion in Q1, up a whopping 106% year over year. The surge is driven by the RTX 30 series GPUs released late last year. These advanced chips come standard with ray tracing and AI-enhanced graphics capabilities to help players get the most out of their gaming experience.</p>\n<p>With such a boom in video game sales, it might seem like this leading segment at NVIDIA would be headed for a slowdown. That time hasn't arrived yet. The hardware upgrade cycle is really just getting started. NVIDIA just recently announced the first batch of laptops with RTX GPUs are coming out this summer, which makes its new chips available to tens of millions more gamers worldwide. And to better address video game market demand, NVIDIA has built restrictions in the RTX 30 series to prevent these graphics processors from going to cryptocurrency mining outfits (the new CMP chips custom designed for the crypto market are out and are expected to haul in $400 million in sales next quarter).</p>\n<p>NVIDIA said it expects revenue to be about $6.3 billion in the second quarter, up 63% from a year ago at the midpoint. While cryptocurrency chips are contributing to this torrid pace of growth, the gaming and data center markets represent the lion's share of expansion.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9378507973d9125501a4345d3317b24\" tg-width=\"700\" tg-height=\"367\"><span>New laptops featuring NVIDIA RTX 30 chips are coming soon. Image source: NVIDIA.</span></p>\n<h2>2. Complex data centers need new tech hardware</h2>\n<p>Speaking of data centers, this has quickly emerged as NVIDIA's second-largest vertical. Sales were $2.05 billion in Q1, up a more-than-respectable 79% year over year.</p>\n<p>Data centers operate behind the scenes but are critically important computing units in today's world. They operate the internet, mobile networks, the myriad of software services built and residing in them, and coordinate real-world activity like managing postal services and healthcare information. And in an increasingly sophisticated digital world, better hardware that is able to coordinate all this new data is needed. Lots of companies are adding GPUs to their data center designs as computing accelerators, or outright replacing older CPUs (central processing units) with faster and more energy-efficient GPUs. This is a space traditionally dominated by <b>Intel</b> (NASDAQ:INTC), but NVIDIA is gunning for the chip giant's haymaker. Last year, it unveiled a new data processing unit (DPU) and early in 2021 announced a CPU called Grace designed to pair with its GPUs and built from the ground up for modern data center applications like AI.</p>\n<p>Just like its gaming business, data centers are in the early stages of getting upgraded. CFO Colette Kress said on the earnings call that \"every industry is becoming a technology industry.\" There's no shortage of growth opportunity for NVIDIA, especially in cloud-based services and AI as companies unlock new capabilities and get more efficient in their operations using new chip tech.</p>\n<h2>3. NVIDIA is not just a hardware company anymore</h2>\n<p>NVIDIA of course makes money from the sale of its semiconductors. Licensing revenue from selling chip designs will get a big boost from the pending <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a> acquisition (which Kress said is still on track to be completed by early 2022), but there's a lot more to NVIDIA's business model these days.</p>\n<p>Cloud-based recurring software-as-a-service (SaaS) revenue is a promising front for this chip company. Its auto industry platform is a prime example. Auto revenue was flat year over year in Q1 at $154 million as NVIDIA continues to exit commoditized vehicle infotainment hardware. But its Drive autonomous vehicle platform spans not just hardware but also software services, helping automakers and autonomous vehicle researchers advance self-driving and safety capabilities.</p>\n<p>Another example is Omniverse, a new collaborative software platform for designers and creators of all sorts. Omniverse has been in open beta but will have a commercial launch this summer for both individual users and enterprises. Kress said there have been over 17,000 downloads of the open beta so far, indicating robust demand for this SaaS-based business line in short order.</p>\n<p>Software sales will be a longer-term development for NVIDIA, but it nevertheless represents an exciting new outlet for this tech giant that pairs well with its leadership in GPUs. Innovation is firing on all cylinders at NVIDIA right now, and shares could continue their upward momentum through the back half of 2021 as growth continues at a rapid pace.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Forget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021</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\">\nForget the Stock Split, 3 Reasons NVIDIA Could Continue to Climb in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/31/forget-stock-split-reasons-nvidia-could-climb/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA (NASDAQ:NVDA) got its year started with a bang. In the fiscal first quarter of 2021 (the three months ended May 2, 2021) revenue increased 84% year over year to $5.66 billion, and adjusted ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/31/forget-stock-split-reasons-nvidia-could-climb/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/05/31/forget-stock-split-reasons-nvidia-could-climb/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139453630","content_text":"NVIDIA (NASDAQ:NVDA) got its year started with a bang. In the fiscal first quarter of 2021 (the three months ended May 2, 2021) revenue increased 84% year over year to $5.66 billion, and adjusted earnings per share were up 106%. Ahead of the quarterly update, the semiconductor designer announced a 4-for-1 stock split. While stock splits don't have a material impact on a business's valuation, investors struck an upbeat tone on the news. Shares are now up 175.8% since the start of 2020.\nStock split aside, there's reason to believe NVIDIA's run isn't over. Chip demand is sky-high right now, and the company is a leader on multiple high-growth technology fronts. Let's look at three reasons why this stock could continue its upward movement in 2021.\nImage source: Getty Images.\n1. New gaming GPU upgrades are just getting started\nNVIDIA got its start with high-end video game graphics, and the industry remains the company's largest market. Gaming sales were $2.76 billion in Q1, up a whopping 106% year over year. The surge is driven by the RTX 30 series GPUs released late last year. These advanced chips come standard with ray tracing and AI-enhanced graphics capabilities to help players get the most out of their gaming experience.\nWith such a boom in video game sales, it might seem like this leading segment at NVIDIA would be headed for a slowdown. That time hasn't arrived yet. The hardware upgrade cycle is really just getting started. NVIDIA just recently announced the first batch of laptops with RTX GPUs are coming out this summer, which makes its new chips available to tens of millions more gamers worldwide. And to better address video game market demand, NVIDIA has built restrictions in the RTX 30 series to prevent these graphics processors from going to cryptocurrency mining outfits (the new CMP chips custom designed for the crypto market are out and are expected to haul in $400 million in sales next quarter).\nNVIDIA said it expects revenue to be about $6.3 billion in the second quarter, up 63% from a year ago at the midpoint. While cryptocurrency chips are contributing to this torrid pace of growth, the gaming and data center markets represent the lion's share of expansion.\nNew laptops featuring NVIDIA RTX 30 chips are coming soon. Image source: NVIDIA.\n2. Complex data centers need new tech hardware\nSpeaking of data centers, this has quickly emerged as NVIDIA's second-largest vertical. Sales were $2.05 billion in Q1, up a more-than-respectable 79% year over year.\nData centers operate behind the scenes but are critically important computing units in today's world. They operate the internet, mobile networks, the myriad of software services built and residing in them, and coordinate real-world activity like managing postal services and healthcare information. And in an increasingly sophisticated digital world, better hardware that is able to coordinate all this new data is needed. Lots of companies are adding GPUs to their data center designs as computing accelerators, or outright replacing older CPUs (central processing units) with faster and more energy-efficient GPUs. This is a space traditionally dominated by Intel (NASDAQ:INTC), but NVIDIA is gunning for the chip giant's haymaker. Last year, it unveiled a new data processing unit (DPU) and early in 2021 announced a CPU called Grace designed to pair with its GPUs and built from the ground up for modern data center applications like AI.\nJust like its gaming business, data centers are in the early stages of getting upgraded. CFO Colette Kress said on the earnings call that \"every industry is becoming a technology industry.\" There's no shortage of growth opportunity for NVIDIA, especially in cloud-based services and AI as companies unlock new capabilities and get more efficient in their operations using new chip tech.\n3. NVIDIA is not just a hardware company anymore\nNVIDIA of course makes money from the sale of its semiconductors. Licensing revenue from selling chip designs will get a big boost from the pending ARM Holdings acquisition (which Kress said is still on track to be completed by early 2022), but there's a lot more to NVIDIA's business model these days.\nCloud-based recurring software-as-a-service (SaaS) revenue is a promising front for this chip company. Its auto industry platform is a prime example. Auto revenue was flat year over year in Q1 at $154 million as NVIDIA continues to exit commoditized vehicle infotainment hardware. But its Drive autonomous vehicle platform spans not just hardware but also software services, helping automakers and autonomous vehicle researchers advance self-driving and safety capabilities.\nAnother example is Omniverse, a new collaborative software platform for designers and creators of all sorts. Omniverse has been in open beta but will have a commercial launch this summer for both individual users and enterprises. Kress said there have been over 17,000 downloads of the open beta so far, indicating robust demand for this SaaS-based business line in short order.\nSoftware sales will be a longer-term development for NVIDIA, but it nevertheless represents an exciting new outlet for this tech giant that pairs well with its leadership in GPUs. Innovation is firing on all cylinders at NVIDIA right now, and shares could continue their upward momentum through the back half of 2021 as growth continues at a rapid pace.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135588657,"gmtCreate":1622169828179,"gmtModify":1704180792372,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135588657","repostId":"135399242","repostType":1,"repost":{"id":135399242,"gmtCreate":1622129355183,"gmtModify":1704180079858,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【異動】部分中概教育股走高，樸新教育漲超29%","htmlText":"5月27日，部分中概教育股走高樸新教育漲超29%，高途漲超5%，好未來微漲0.04%，此前該板塊因一則網傳消息遭遇重挫。 5月24日，有媒體報道，北京市海淀區教委即將出臺「雙減」政策，最晚於7月底，將針對校外培訓機構進行明確規定。網傳「雙減」政策落地後，校外機構將面臨「三不」——不得在假期上課、學科類及素質類培訓機構不得上市、教育培訓機構不得大肆進行宣傳。此後海淀區教委發佈澄清聲明表示，網傳「北京市海淀區教委開會，教育機構暑期不許開課」的消息不屬實，其聊天內容繫個人分析和推測，並非海淀區教委官方發佈。","listText":"5月27日，部分中概教育股走高樸新教育漲超29%，高途漲超5%，好未來微漲0.04%，此前該板塊因一則網傳消息遭遇重挫。 5月24日，有媒體報道，北京市海淀區教委即將出臺「雙減」政策，最晚於7月底，將針對校外培訓機構進行明確規定。網傳「雙減」政策落地後，校外機構將面臨「三不」——不得在假期上課、學科類及素質類培訓機構不得上市、教育培訓機構不得大肆進行宣傳。此後海淀區教委發佈澄清聲明表示，網傳「北京市海淀區教委開會，教育機構暑期不許開課」的消息不屬實，其聊天內容繫個人分析和推測，並非海淀區教委官方發佈。","text":"5月27日，部分中概教育股走高樸新教育漲超29%，高途漲超5%，好未來微漲0.04%，此前該板塊因一則網傳消息遭遇重挫。 5月24日，有媒體報道，北京市海淀區教委即將出臺「雙減」政策，最晚於7月底，將針對校外培訓機構進行明確規定。網傳「雙減」政策落地後，校外機構將面臨「三不」——不得在假期上課、學科類及素質類培訓機構不得上市、教育培訓機構不得大肆進行宣傳。此後海淀區教委發佈澄清聲明表示，網傳「北京市海淀區教委開會，教育機構暑期不許開課」的消息不屬實，其聊天內容繫個人分析和推測，並非海淀區教委官方發佈。","images":[{"img":"https://static.tigerbbs.com/6bf121415578a4f9551da71776f06390","width":"840","height":"470"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135399242","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136757579,"gmtCreate":1622041367991,"gmtModify":1704178415326,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136757579","repostId":"136703895","repostType":1,"repost":{"id":136703895,"gmtCreate":1622038014814,"gmtModify":1704178312855,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"WSB概念股漲幅擴大，AMC院線漲超16%","htmlText":"5月26日，WSB概念股盤初漲幅擴大，<a href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a>漲超13%，<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a>漲超12%，<a href=\"https://laohu8.com/S/EXPR\">$Express(EXPR)$</a>漲超10%。 有消息指出，在週二美股交易時段，遊戲驛站帶動一批受個人投資者青睞的股票走高，投資者在<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>、Stocktwits和交易員聊天室WallStreetBets等社交媒體平臺上紛紛追捧這些股票。 另外，根據金融數據分析公司Ortex的數據，遊戲驛站和AMC院線的賣空者昨日估計損失了7.54億美元。","listText":"5月26日，WSB概念股盤初漲幅擴大，<a href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a>漲超13%，<a href=\"https://laohu8.com/S/GME\">$遊戲驛站(GME)$</a>漲超12%，<a href=\"https://laohu8.com/S/EXPR\">$Express(EXPR)$</a>漲超10%。 有消息指出，在週二美股交易時段，遊戲驛站帶動一批受個人投資者青睞的股票走高，投資者在<a href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>、Stocktwits和交易員聊天室WallStreetBets等社交媒體平臺上紛紛追捧這些股票。 另外，根據金融數據分析公司Ortex的數據，遊戲驛站和AMC院線的賣空者昨日估計損失了7.54億美元。","text":"5月26日，WSB概念股盤初漲幅擴大，$AMC院線(AMC)$漲超13%，$遊戲驛站(GME)$漲超12%，$Express(EXPR)$漲超10%。 有消息指出，在週二美股交易時段，遊戲驛站帶動一批受個人投資者青睞的股票走高，投資者在$Twitter(TWTR)$、Stocktwits和交易員聊天室WallStreetBets等社交媒體平臺上紛紛追捧這些股票。 另外，根據金融數據分析公司Ortex的數據，遊戲驛站和AMC院線的賣空者昨日估計損失了7.54億美元。","images":[{"img":"https://static.tigerbbs.com/a49d86b2aac763858b68dcb67318ac60","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136703895","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133308867,"gmtCreate":1621692633859,"gmtModify":1704361524993,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133308867","repostId":"2137990425","repostType":4,"repost":{"id":"2137990425","pubTimestamp":1621610466,"share":"https://www.laohu8.com/m/news/2137990425?lang=&edition=full","pubTime":"2021-05-21 23:21","market":"us","language":"en","title":"Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2137990425","media":"Motley Fool","summary":"Tech stocks have taken a hit. Now looks like a good time to buy a few growth stocks with great potential.","content":"<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.</p>\n<p>Instead, think of this as a buying opportunity. For instance, <b>Cloudflare</b> (NYSE:NET) and <b>Shopify</b> (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.</p>\n<h2>1. Cloudflare: Cloud computing</h2>\n<p>Cloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17%&nbsp;of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e55778fa4732da24b1a14ed4fcaafa2\" tg-width=\"700\" tg-height=\"478\"><span>Image source: Getty Images.</span></p>\n<p>Traditionally, corporations have taken a castle-and-moat approach&nbsp;to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.</p>\n<p>In 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.</p>\n<p>Moreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.</p>\n<p>Beyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.</p>\n<p>In total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing <i>much</i> faster, meaning the company is gaining market share.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>2017</p></th>\n   <th><p>Q1 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Customers</p></td>\n   <td width=\"156\"><p>49,309</p></td>\n   <td width=\"156\"><p>119,206</p></td>\n   <td width=\"156\"><p>31%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$135 million</p></td>\n   <td width=\"156\"><p>$478 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Cloudflare&nbsp;SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>Going forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like <b>Akamai</b>&nbsp;and public cloud titans like <b>Amazon</b> Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.</p>\n<h2>2. Shopify: E-commerce</h2>\n<p>Creating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.</p>\n<p>Shopify removes all of this complexity, simplifying commerce. Using its&nbsp;software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4a35f99c16648b52d7b3f448eb34e1\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Shopify.</span></p>\n<p>Not surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500&nbsp;customers, but that figure double by 2018&nbsp;and doubled again by 2020, reaching 1.7 million.</p>\n<p>At the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume&nbsp;(GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants&nbsp;used Shopify Shipping in 2018, but that figure hit 52% in 2020.</p>\n<p>Here's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Shopify Revenue</p></th>\n   <th><p>2016</p></th>\n   <th><p>2020</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Subscription</p></td>\n   <td width=\"156\"><p>$188.6 million</p></td>\n   <td width=\"156\"><p>$908.8 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Merchant Solutions</p></td>\n   <td width=\"156\"><p>$200.7 million</p></td>\n   <td width=\"156\"><p>$2.0 billion</p></td>\n   <td width=\"156\"><p>78%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Total</p></td>\n   <td width=\"156\"><p>$389.3 million</p></td>\n   <td width=\"156\"><p>$2.9 billion</p></td>\n   <td width=\"156\"><p>66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Shopify&nbsp;SEC filings. CAGR = compound annual growth rate.</p>\n<p>In Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.</p>\n<p>This supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip</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\">\nTech Stock Crash -- Buy These 2 Growth Stocks on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137990425","content_text":"If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.\nInstead, think of this as a buying opportunity. For instance, Cloudflare (NYSE:NET) and Shopify (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.\n1. Cloudflare: Cloud computing\nCloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17% of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.\nImage source: Getty Images.\nTraditionally, corporations have taken a castle-and-moat approach to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.\nIn 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.\nMoreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.\nBeyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.\nIn total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing much faster, meaning the company is gaining market share.\n\n\n\nMetric\n2017\nQ1 2021 (TTM)\nCAGR\n\n\n\n\nCustomers\n49,309\n119,206\n31%\n\n\nRevenue\n$135 million\n$478 million\n48%\n\n\n\nData source: Cloudflare SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.\nGoing forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like Akamai and public cloud titans like Amazon Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.\n2. Shopify: E-commerce\nCreating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.\nShopify removes all of this complexity, simplifying commerce. Using its software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.\nImage source: Shopify.\nNot surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500 customers, but that figure double by 2018 and doubled again by 2020, reaching 1.7 million.\nAt the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume (GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants used Shopify Shipping in 2018, but that figure hit 52% in 2020.\nHere's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.\n\n\n\nShopify Revenue\n2016\n2020\nCAGR\n\n\n\n\nSubscription\n$188.6 million\n$908.8 million\n48%\n\n\nMerchant Solutions\n$200.7 million\n$2.0 billion\n78%\n\n\nTotal\n$389.3 million\n$2.9 billion\n66%\n\n\n\nData source: Shopify SEC filings. CAGR = compound annual growth rate.\nIn Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.\nThis supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194825480,"gmtCreate":1621356514440,"gmtModify":1704356386576,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3575346220147121\">@ALT</a>: Like and share pls&nbsp;","listText":"//<a href=\"https://laohu8.com/U/3575346220147121\">@ALT</a>: Like and share pls&nbsp;","text":"//@ALT: Like and share pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194825480","repostId":"1112285344","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194889468,"gmtCreate":1621353560454,"gmtModify":1704356353120,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194889468","repostId":"2136738931","repostType":4,"repost":{"id":"2136738931","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":1621318800,"share":"https://www.laohu8.com/m/news/2136738931?lang=&edition=full","pubTime":"2021-05-18 14:20","market":"hk","language":"en","title":"JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2136738931","media":"Tiger Newspress","summary":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering  to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion  if the deal is priced at the top end.JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics' offering is expected to be the second multibilli","content":"<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD Logistics launches Hong Kong IPO to raise up to US$3.4 billion</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\">\nJD Logistics launches Hong Kong IPO to raise up to US$3.4 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-05-18 14:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.<a href=\"https://www.itiger.com/mi/ipo?feature=Push\" target=\"_blank\"><b>（Click here To apply for the JD Logistics Shares）</b></a><b></b></p><p>JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.</p><p>JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.</p><p><img src=\"https://static.tigerbbs.com/cd9320033ea7302952fa2cb6ece8339a\" tg-width=\"958\" tg-height=\"464\"></p><p>Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.</p><p><img src=\"https://static.tigerbbs.com/b1f72efeb4b54a02dbfe728ebb1099dd\" tg-width=\"958\" tg-height=\"437\"></p><p>JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.</p><p>Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.</p><p>The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.</p><p>BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.</p><p>Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.</p><p>Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.</p><p>Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.</p><p>\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.</p><p>JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.</p><p>Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.</p><p>Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.</p><p>SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.</p><p>Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.</p><p>China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02618":"京东物流"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136738931","content_text":"The logistics arm of Chinese e-commerce giant JD.com started marketing its Hong Kong initial public offering (IPO) to retail investors on Monday at a price range of HK$39.36 to HK$43.36 per share, which could see the firm raise as much as HK$26.4 billion (US$3.4 billion) if the deal is priced at the top end.（Click here To apply for the JD Logistics Shares）JD Logistics' public offering will run from Monday to Friday. Its shares are expected to begin trading on the Hong Kong bourse's main board on May 28.JD Logistics plans to sell 609.2 million shares, representing 10 per cent of its enlarged share capital. There is an over-allotment option to sell up to 91.4 million more shares if there is a strong demand.Your application must be for a minimum of 100 Hong Kong Offer Shares and in one of the numbers set out in the table. You are required to pay the amount next to the number you select.JD Logistics' offering is expected to be the second multibillion-dollar IPO on the Hong Kong bourse this year, after Tencent-backed short video platform Kuaishou Technology raised US$6.2 billion in January. The Kuaishou offering was the biggest IPO globally so far this year.Eight cornerstone investors have committed to buy a total of US$1.5 billion worth of JD Logistics shares, which would account for about 39 per cent of its global offering if the deal is priced at the top end.The investors include Softbank, Singapore sovereign wealth fund Temasek Holdings, China Structural Reform Fund and asset managers such as Blackstone, Tiger Global Management and others.BofA Securities, Goldman Sachs and Haitong International are acting as joint sponsors on the transaction, while UBS is serving as a financial adviser.Assuming the deal is priced at the top end, JD Logistics' market capitalisation would be HK$264.1 billion, valuing it higher than ZTO Express.Shanghai-based ZTO, which counts Alibaba Group Holding as one of its shareholders, had a market capitalisation of HK$180.7 billion when it listed in Hong Kong through a secondary listing last September. Alibaba owns the South China Morning Post.Investors will be keen to learn more about JD Logistics' plan to churn out a profit. The Beijing-based firm said in its prospectus that it expects a bigger net loss for this year, after racking up losses of 2.8 billion yuan (US$435 million) in 2018, 2.2 billion yuan in 2019 and 4 billion yuan in 2020.\"As we currently prioritise growth of our business and expansion of our market share over profitability, there can be significant fluctuations in our profitability profile in the near-to-medium term,\" the company said in its draft prospectus.JD Logistics is seeking to differentiate itself from other players, such as ZTO and Yunda Holding, by touting itself as a technology-driven logistic services provider using autonomous mobile robots, sorting robots and self-driving vehicles to enhance delivery speed and accuracy.Pitching the stock sale with a tech angle could help JD Logistics paint a more positive outlook. This is because competition is particularly keen in the express delivery sector, with reports of some newer players offering services at below cost to grab business.Over the past three years, the average revenue per parcel for express delivery companies declined by 50 per cent to 60 per cent owing to intensive market competition, according to Charlie Chen, an analyst at China Renaissance.SF Express, China's top delivery service provider, shocked the market this month after it forecast a first-quarter loss of 1.1 billion yuan, triggering a sell-off of its stock. As of Friday's close, its share price in Shanghai was almost halved from its mid-February peak.Five players - ZTO, YTO Express, STO Express, SF Express and Yunda Holding - account for nearly 80 per cent of China's express delivery service market.China is the biggest logistics market in the world in terms of spending, with total logistics spending reaching 14.9 trillion yuan in 2020. That is expected to increase to 19.3 trillion yuan by 2025, according to data from research firm China Insights Consultancy cited in JD Logistics' prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":385160986,"gmtCreate":1613523439245,"gmtModify":1704881553616,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"should we be&nbsp;fearful when others are greedy?","listText":"should we be&nbsp;fearful when others are greedy?","text":"should we be fearful when others are greedy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/385160986","repostId":"2111838268","repostType":4,"repost":{"id":"2111838268","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":1613468153,"share":"https://www.laohu8.com/m/news/2111838268?lang=&edition=full","pubTime":"2021-02-16 17:35","market":"fut","language":"en","title":"Fund managers cut cash levels to 2013 levels, pre taper-tantrum-BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2111838268","media":"Reuters","summary":"LONDON, Feb 16 (Reuters) - Cash levels in investment portfolios have plunged to the lowest since jus","content":"<p>LONDON, Feb 16 (Reuters) - Cash levels in investment portfolios have plunged to the lowest since just before the so-called taper tantrum of 2013, according to BofA's February fund manager survey, which also showed investors overwhelmingly bullish on the economic outlook.</p><p>World stocks have been notching successive record highs in 2021, as central banks remain supportive and governments inject money into the system to bring economies up to speed from the Covid-19 damage.</p><p>Net 91% of investors expect a stronger economy, the best economic outlook ever, BofA's survey of 225 fund managers with $645 billion in assets under management showed on Tuesday.</p><p>\"The only reason to be bearish is... there is no reason to be bearish,\" Michael Hartnett,  BofA's chief investment strategist told clients.</p><p>BofA said cash levels at fund managers dropped to 3.8%, the lowest since March 2013, just before the U.S. Federal Reserve sparked a market tantrum by signalling intent of winding down, or tapering, the bond-buying programme launched during the 2008 crisis.</p><p>A taper tantrum was seen as the second biggest \"tail risk\" by investors surveyed by BofA between Feb. 5 and Feb. 11. Vaccine roll out timings remained the top worry.</p><p>Despite all of these issues simmering in the background and the huge run-up across markets, BofA's survey found only 13% of its participants concerned about asset bubbles.</p><p>About 53% investors said U.S. equity markets were in a late- stage bull market while 27% saw it in the early stages.</p><p>Meanwhile, long tech was the \"most crowded trade\", followed by long bitcoin and short U.S. dollar.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fund managers cut cash levels to 2013 levels, pre taper-tantrum-BofA</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\">\nFund managers cut cash levels to 2013 levels, pre taper-tantrum-BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-16 17:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, Feb 16 (Reuters) - Cash levels in investment portfolios have plunged to the lowest since just before the so-called taper tantrum of 2013, according to BofA's February fund manager survey, which also showed investors overwhelmingly bullish on the economic outlook.</p><p>World stocks have been notching successive record highs in 2021, as central banks remain supportive and governments inject money into the system to bring economies up to speed from the Covid-19 damage.</p><p>Net 91% of investors expect a stronger economy, the best economic outlook ever, BofA's survey of 225 fund managers with $645 billion in assets under management showed on Tuesday.</p><p>\"The only reason to be bearish is... there is no reason to be bearish,\" Michael Hartnett,  BofA's chief investment strategist told clients.</p><p>BofA said cash levels at fund managers dropped to 3.8%, the lowest since March 2013, just before the U.S. Federal Reserve sparked a market tantrum by signalling intent of winding down, or tapering, the bond-buying programme launched during the 2008 crisis.</p><p>A taper tantrum was seen as the second biggest \"tail risk\" by investors surveyed by BofA between Feb. 5 and Feb. 11. Vaccine roll out timings remained the top worry.</p><p>Despite all of these issues simmering in the background and the huge run-up across markets, BofA's survey found only 13% of its participants concerned about asset bubbles.</p><p>About 53% investors said U.S. equity markets were in a late- stage bull market while 27% saw it in the early stages.</p><p>Meanwhile, long tech was the \"most crowded trade\", followed by long bitcoin and short U.S. dollar.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF",".DJI":"道琼斯","USO":"美国原油ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".SPX":"S&P 500 Index","GDX":"黄金矿业ETF-VanEck","SCO":"二倍做空彭博原油指数ETF","DDG":"ProShares做空石油与天然气ETF","UCO":"二倍做多彭博原油ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN","IAU":"黄金信托ETF(iShares)",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111838268","content_text":"LONDON, Feb 16 (Reuters) - Cash levels in investment portfolios have plunged to the lowest since just before the so-called taper tantrum of 2013, according to BofA's February fund manager survey, which also showed investors overwhelmingly bullish on the economic outlook.World stocks have been notching successive record highs in 2021, as central banks remain supportive and governments inject money into the system to bring economies up to speed from the Covid-19 damage.Net 91% of investors expect a stronger economy, the best economic outlook ever, BofA's survey of 225 fund managers with $645 billion in assets under management showed on Tuesday.\"The only reason to be bearish is... there is no reason to be bearish,\" Michael Hartnett,  BofA's chief investment strategist told clients.BofA said cash levels at fund managers dropped to 3.8%, the lowest since March 2013, just before the U.S. Federal Reserve sparked a market tantrum by signalling intent of winding down, or tapering, the bond-buying programme launched during the 2008 crisis.A taper tantrum was seen as the second biggest \"tail risk\" by investors surveyed by BofA between Feb. 5 and Feb. 11. Vaccine roll out timings remained the top worry.Despite all of these issues simmering in the background and the huge run-up across markets, BofA's survey found only 13% of its participants concerned about asset bubbles.About 53% investors said U.S. equity markets were in a late- stage bull market while 27% saw it in the early stages.Meanwhile, long tech was the \"most crowded trade\", followed by long bitcoin and short U.S. dollar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665577954,"gmtCreate":1667402543779,"gmtModify":1676537912251,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/665577954","repostId":"2280374679","repostType":4,"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196916426,"gmtCreate":1621004404065,"gmtModify":1704351887485,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Incredible","listText":"Incredible","text":"Incredible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/196916426","repostId":"1103478451","repostType":4,"repost":{"id":"1103478451","pubTimestamp":1621002589,"share":"https://www.laohu8.com/m/news/1103478451?lang=&edition=full","pubTime":"2021-05-14 22:29","market":"us","language":"en","title":"Snowflake stock pops after Goldman upgrade on 'generational shift'","url":"https://stock-news.laohu8.com/highlight/detail?id=1103478451","media":"seekingalpha","summary":"With the valuation improved and the company \"well positioned to capitalize on a generational shift,\"","content":"<p>With the valuation improved and the company \"well positioned to capitalize on a generational shift,\"&nbsp;Goldman Sachs upgrades Snowflake(NYSE:SNOW)&nbsp;from Neutralto Buy and raises the price target from $270 to $275.</p>\n<p>The firm sees Snowflake well positioned for the \"shift of data and analytics to the cloud\" with \"strong secular tailwinds including cloud adoption, big data, AI/ML, and secure data sharing.\"</p>\n<p>Goldman expects the tailwinds to \"drive durable growth for the foreseeable future.\"</p>\n<p>The upgrade comes as part of Goldman's software coverage expansion, which also initiated MongoDB(NASDAQ:MDB)&nbsp;at Buy and a $310 price target. SolarWinds(NYSE:SWI)and Dropbox(NASDAQ:DBX)&nbsp;were both started at Sell with price targets of $16 and $26, respectively.</p>\n<p>Snowflake shares are&nbsp;up 7.25%&nbsp;to $201.88.</p>\n<p><img src=\"https://static.tigerbbs.com/31526cb2a7f0f0d5132b98680a5c0a05\" tg-width=\"769\" tg-height=\"564\"></p>\n<p>In March, Snowflake received a bullish start from Evercore on itslong-term growth prospects.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snowflake stock pops after Goldman upgrade on 'generational shift'</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\">\nSnowflake stock pops after Goldman upgrade on 'generational shift'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3696629-snowflake-stock-pops-after-goldman-upgrade-on-generational-shift><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the valuation improved and the company \"well positioned to capitalize on a generational shift,\" Goldman Sachs upgrades Snowflake(NYSE:SNOW) from Neutralto Buy and raises the price target from $...</p>\n\n<a href=\"https://seekingalpha.com/news/3696629-snowflake-stock-pops-after-goldman-upgrade-on-generational-shift\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/news/3696629-snowflake-stock-pops-after-goldman-upgrade-on-generational-shift","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1103478451","content_text":"With the valuation improved and the company \"well positioned to capitalize on a generational shift,\" Goldman Sachs upgrades Snowflake(NYSE:SNOW) from Neutralto Buy and raises the price target from $270 to $275.\nThe firm sees Snowflake well positioned for the \"shift of data and analytics to the cloud\" with \"strong secular tailwinds including cloud adoption, big data, AI/ML, and secure data sharing.\"\nGoldman expects the tailwinds to \"drive durable growth for the foreseeable future.\"\nThe upgrade comes as part of Goldman's software coverage expansion, which also initiated MongoDB(NASDAQ:MDB) at Buy and a $310 price target. SolarWinds(NYSE:SWI)and Dropbox(NASDAQ:DBX) were both started at Sell with price targets of $16 and $26, respectively.\nSnowflake shares are up 7.25% to $201.88.\n\nIn March, Snowflake received a bullish start from Evercore on itslong-term growth prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329387576,"gmtCreate":1615209037395,"gmtModify":1704779566620,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rebalanced..","listText":"Rebalanced..","text":"Rebalanced..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/329387576","repostId":"1111706863","repostType":4,"repost":{"id":"1111706863","pubTimestamp":1615197274,"share":"https://www.laohu8.com/m/news/1111706863?lang=&edition=full","pubTime":"2021-03-08 17:54","market":"us","language":"en","title":"Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling","url":"https://stock-news.laohu8.com/highlight/detail?id=1111706863","media":"cnbc","summary":"You can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.He looks at some of the cyclical plays, some already","content":"<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling</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\">\nBuffett cut Apple, Baron trimmed Tesla: Billionaire market lessons on tech and growth stock selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder ...</p>\n\n<a href=\"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BRK.B":"伯克希尔B",".DJI":"道琼斯","BRK.A":"伯克希尔",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/03/07/buffett-cut-apple-baron-tesla-billionaire-market-selloff-lessons.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1111706863","content_text":"KEY POINTSYou can love a stock, like Ron Baron does Tesla, but also recognize its weight in your portfolio may have grown too big.Warren Buffett’s trimming of his huge stake in Apple is a reminder that even the best investors know their capital is finite and they should always be looking to maximize every dollar invested.Tech stocks and growth stocks have seen violent selling and investors need to be willing to sell their biggest winners without emotion.If a stock pundit had said at the beginning of 2021 it was time to get out of Tesla and into Exxon Mobil, many investors might have sought another source of market advice. But to an unemotional stock trader, that may have seemed like the right move after growth stocks’ massive run into the new year, and a stock market rotation out of large-cap growth that had already gained steam in the fourth quarter of 2020.Tesla shares have been crushed this year, while traditional fossil fuel companies like Exxon Mobil continue to soar off lows hit during the worst of the pandemic, and as oil rebounds on greater economic confidence. The gap between energy stocks and tech stocks is the widest it has been since 2002, while theNasdaqselling last week, even with Friday’s big rebound, basically erased the tech-heavy index’s gains for the year. The Nasdaq 100 is now down 1.7% on the year.Warren Buffett loves Apple but trimmed his stake in the fourth quarter. Ron Baron thinks Tesla is headed to $2,000, but sold 1.8 million shares. While it would be a mistake for most individual investors to think their portfolio planning resembles the decision-making of billionaires, or that these billionaires are not in these particular names for the long run — they are — at a time of violent stock selling and market volatility, it’s worthwhile to consider how these investors think about their biggest winners.Bubbles vs. violent stock sellingYou don’t need to believe a massive bubble is here to worry that the market is not finished with some more violent “digestion” of winners.Nick Colas, co-founder of DataTrek Research, recently surveyed several hundred investors including institutions, registered investments advisors and high-net-worth individuals, and found no concern about a systemic risk to the market, but one-third of investors do believe U.S. large-cap stocks may see more pressure based on asset values.This is not another tech bubble, in his view, but there has been such an elevated amount of capital into technology stocks that there is reason to worry more money will “rotate out violently, and quickly.”He looks at some of the cyclical plays, some already back above pre-pandemic levels and five-year levels, financials as an example. “I think we see lots more rotation. You can’t just be in Tesla anymore. You can’t be in speculative tech names anymore. That money is leaving and looking for more real world leverage,” as the Covid reopening accelerates, he says.Apple and big tech has also seen pressure this year and that may continue.“Those trillion-dollar stocks were huge parking lots for capital last year, all investors from retail to institutional understood the business models and for that brief shining moment they were right place to be,” Colas said. “These rotations, when they happen, they are not necessarily sensible. Tesla will still do fine, but people are saying they have to be somewhere else. ... Apple is a great company with great management, and maybe you make 10% on Apple in the next year, but how about 30% in energy?”The Fed, inflation and market rotationsThe selling of the market’s biggest winners is an indirect effect of confidence in the economic recovery, and what kinds of companies will show the best upside earnings surprises in the next 12 months. That supports financials — the Financial Select Sector SPDR ETF is now through its five-year high — and the stimulus package passed by the Senate over the weekend and expected to be signed by President Biden, will be large and help consumers and hit in the spring as more businesses are reopening.While he thinks small-caps as a whole, represented by the Russell 2000, have run too far too fast since Q4 2020 to see great short-term value in a broad index bet, Colas does think some small-cap sector-specific plays continue to have the market rotation momentum.“When we see ‘XYZ company’ beat estimates by 50% it won’t be Tesla or Apple. ... The surprise will be small-cap energy or banks, small banks, even small industrials. We will see it in airlines, and maybe hotels, though not right away,” Colas says.Much of the recent volatility in the market has been triggered by concerns the Federal Reserve is losing control of the bond market and will need to raise rates sooner than it has telegraphed, and how that makes some stocks less attractive as bond yields rise, while inflation also makes investors reassess the future value of their holdings.But Colas says for stock investors focused on this year who want to maintain exposure to the market, it can be pointless to fight the Fed. He recalled a comment hedge fund manager Leon Cooperman once gave to a group of young Wall Streeters he was among decades ago: “You don’t want to live in a world where the Fed can’t control the markets, and good night if you believe that.”If you do believe that, “you can’t be in risk assets at all,” Colas says.Inflation, meanwhile, at least in the near-term, means pricing power for many companies that have not experienced that dynamic in a long time. “Inflation in the short and medium term is good thing for stocks,” he said. That is distinct from the inflationary pressures that can lead investors to doubt the longer-term value of the stocks they are holding and which Buffett himself, who lived through the market-crushing inflation of the 1970s, has called the“misery index for investors.”But Colas also cautions that investors should not assume there won’t be more selling ahead.“If anyone remembers what happened in 2000, the selloff wasn’t super-violent and people defended their positions and buy recommendations for months and months and months.”This is not the dotcom bubble, and the technology sector is much more developed.“We barely had internet and had no smartphones.”But investors who want to be tactical rather than set their portfolio on autopilot for the long-term may hang with certain stocks for too long.The psychology of billionaire investorsHis advice: “Let the market prove to you the selloff is over.”With Tesla below $600 last week, don’t assume there is an immediate buy on the dip. “You want to see Tesla stabilize. These selloffs dont V bottom. ... Just be aware you’re still buying a very highly valued company and Tesla won’t magically reverse back to 800.”He says back in the years when he worked at Steve Cohen’s SAC Capital, there was a saying: “Don’t short a new high or buy a new low. You wait.”While it’s a mistake for the average investor to obsess over the moves made by the market’s biggest players — billionaires like Steve Cohen, Warren Buffett and Ron Baron — they do offer a few straightforward lessons for volatile markets.No. 1: They make unemotional decisions and they are always looking ahead rather than back.“They spend zero seconds saying, ’I have a huge gain and will stick with it,” Colas said. “SAC had an in-house shrink to break people of the psychology of taking losses or holding gains, to never let it cloud the decision-making process.”One of the most difficult lessons for investors to learn is that the market does not care about the price at which you bought, and the price is reset everyday in spite of how you may think about it. “That is a hard thing for people to learn,” Colas said.The trades that got an investor through 2020 are not necessarily the winning trades now.“There’s a new game and the cycle is turning.”Ron Baron is among the Tesla shareholders who has seen huge value generated by Elon Musk, but he is process-driven. Baron is always thinking about secular shifts in industries and he believes in the shift taking place in transportation — and has invested in more than just Tesla (e.g. GM Cruise) — but as an investor he also has to manage position size. “He can’t go to a client and say 30% of your net worth is now Tesla. That’s not good money management. And every investor should take that to heart,” Colas said.Buffett has always been good at investing based on the premise that there is a finite amount of capital and, “It has to go to the best use always,” Colas says. If he is trimming Apple — even as he sings its praises, and even though its valuation had not been in the same neighborhood as Tesla’s and it has shown earnings leverage through the pandemic — there may be better opportunity for those dollars now and over the next 12 months elsewhere.“If want to take lessons away from the billionaires, just try to think like they do about position size and diversification and best use of capital,” Colas says. “These are omnibus lessons.”And remember that if money continues to rotate out of large-cap growth and tech, at some point the investor who is always looking ahead will remember that the next big rotation could be out of cylicals. “That’s the way rotations work,” he says.There’s a good case to be made there is more room to run in traditional energy right now than in EVs, but there will be a day in the future when the trade may be back out of Exxon Mobil and into Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352918197,"gmtCreate":1616854854619,"gmtModify":1704799615240,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I like amd","listText":"I like amd","text":"I like amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/352918197","repostId":"2122472374","repostType":4,"repost":{"id":"2122472374","pubTimestamp":1616770512,"share":"https://www.laohu8.com/m/news/2122472374?lang=&edition=full","pubTime":"2021-03-26 22:55","market":"us","language":"en","title":"AMD Stock Has Crashed 20%: Here's Why You Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2122472374","media":"Motley Fool","summary":"The high-flying chipmaker has been battered on the stock market this year, but it could soon turn around.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival <b>Intel</b>'s (NASDAQ:INTC) resurgence under new leadership.</p>\n<p>However, <a href=\"https://laohu8.com/S/AONE\">one</a> look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.</p>\n<p>Let's see why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fce0458082e183812db30c73121bac\" tg-width=\"720\" tg-height=\"387\"><span>AMD data by YCharts</span></p>\n<h2>AMD isn't going to fall behind Intel anytime soon</h2>\n<p>AMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.</p>\n<p>However, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.</p>\n<p>Intel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping&nbsp;its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.</p>\n<p>AMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1a80e2bc655d91abe37c8c8083b1ab\" tg-width=\"700\" tg-height=\"510\"><span>Image source: Getty Images.</span></p>\n<p>In fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more&nbsp;transistors closer to each other, leading to improved computing performance and lower power consumption.</p>\n<p>Therefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected&nbsp;to become TSMC's second-largest customer and enjoy stronger bargaining power.</p>\n<p>Additionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch&nbsp;of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by <i>AnandTech</i> indicate the same.</p>\n<p>More importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include&nbsp;<b>Amazon</b>, <b>Cisco</b>, <b>Dell Technologies</b>, <b>Alphabet</b>'s Google, <b>Microsoft</b>, <b>Lenovo</b>, and <b>Tencent</b>. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.</p>\n<h2>Buy when others are fearful</h2>\n<p>AMD stock has become cheaper thanks to the recent pullback, trading&nbsp;at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7df9f57ab94b1797b8d6fa062e624a07\" tg-width=\"720\" tg-height=\"387\"><span>AMD EPS Estimates for Current Fiscal Year data by YCharts</span></p>\n<p>All of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Stock Has Crashed 20%: Here's Why You Should Buy</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\">\nAMD Stock Has Crashed 20%: Here's Why You Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122472374","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival Intel's (NASDAQ:INTC) resurgence under new leadership.\nHowever, one look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.\nLet's see why.\nAMD data by YCharts\nAMD isn't going to fall behind Intel anytime soon\nAMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.\nHowever, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.\nIntel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.\nAMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.\nImage source: Getty Images.\nIn fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more transistors closer to each other, leading to improved computing performance and lower power consumption.\nTherefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner Taiwan Semiconductor Manufacturing is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected to become TSMC's second-largest customer and enjoy stronger bargaining power.\nAdditionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by AnandTech indicate the same.\nMore importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include Amazon, Cisco, Dell Technologies, Alphabet's Google, Microsoft, Lenovo, and Tencent. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.\nBuy when others are fearful\nAMD stock has become cheaper thanks to the recent pullback, trading at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.\nAMD EPS Estimates for Current Fiscal Year data by YCharts\nAll of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.","news_type":1},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360801395,"gmtCreate":1613878868417,"gmtModify":1704885630226,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Im a fan!","listText":"Im a fan!","text":"Im a fan!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/360801395","repostId":"1100960455","repostType":4,"repost":{"id":"1100960455","pubTimestamp":1613717993,"share":"https://www.laohu8.com/m/news/1100960455?lang=&edition=full","pubTime":"2021-02-19 14:59","market":"us","language":"en","title":"Palantir: Buy The Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=1100960455","media":"Seeking Alpha","summary":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disapp","content":"<p>Summary</p>\n<ul>\n <li>Palantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.</li>\n <li>Palantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.</li>\n <li>Palantir continues to grow its client base across multiple industries.</li>\n <li>Palantir's lock-up period ends on February 19th. Place your bets!</li>\n</ul>\n<p>One of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.</p>\n<p><b>Who Are They?</b></p>\n<p>If you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.</p>\n<p>Palantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.</p>\n<p>The company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.</p>\n<p>Pretty cool hey?</p>\n<p><b>What Is Driving The Company?</b></p>\n<p>Revenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.</p>\n<p><img src=\"https://static.tigerbbs.com/2926257ca97794e55159ce8c6021a745\" tg-width=\"2978\" tg-height=\"992\"></p>\n<p>(Source: TIKR.com)</p>\n<p>The shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.</p>\n<p>Data has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.</p>\n<p>Some of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/9284f5fd3e26d0c55fcd9b2f6355371e\" tg-width=\"1752\" tg-height=\"983\"></p>\n<p>(Company Presentation)</p>\n<p>So all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.</p>\n<p><b>What Are The Risks?</b></p>\n<p>One of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.</p>\n<p>Something to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.</p>\n<p>That said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.</p>\n<p><b>What's The \"Lock-Up Period\"?</b></p>\n<p>The one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.</p>\n<blockquote>\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n</blockquote>\n<p>What is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.</p>\n<p>So what does this mean? Well, given thatMarketWatch said:</p>\n<blockquote>\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n</blockquote>\n<p>It means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.</p>\n<p>Where are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.</p>\n<p><b>What Does The Price Say?</b></p>\n<p>Taking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.</p>\n<p><img src=\"https://static.tigerbbs.com/6b568bf73db2c1b38aaa1546a10427dc\" tg-width=\"3837\" tg-height=\"1813\"></p>\n<p>(Source: TC2000.com)</p>\n<p>When a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.</p>\n<p><img src=\"https://static.tigerbbs.com/3e3505c465c407b7387cbedf16a1b233\" tg-width=\"3840\" tg-height=\"1808\"></p>\n<p>(Source: TC2000.com)</p>\n<p>When trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.</p>\n<p><b>Wrap-Up</b></p>\n<p>As you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Buy The Dip</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\">\nPalantir: Buy The Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 14:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4406809-palantir-buy-the-dip><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4406809-palantir-buy-the-dip\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4406809-palantir-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100960455","content_text":"Summary\n\nPalantir posted solid revenue, but missed on earnings. The future forecast was a bit disappointing.\nPalantir is expecting 30% year-over-year revenue growth after posting 47% growth for 2020.\nPalantir continues to grow its client base across multiple industries.\nPalantir's lock-up period ends on February 19th. Place your bets!\n\nOne of the hotter stocks as of late is recent Direct Listing, Palantir Technologies Inc. (PLTR). Some investors were expecting the company was expected to release blowout earnings today and fell short of that. The company did post incredible revenue growth, and the path forward looks bright as well. However, investors were disappointed with just how bright that picture is according to the company. The stock is falling leading up to the end of the lock-up period as expected. Next week will tell a better story as to where this stock is headed. If you are feeling risky, jump aboard.\nWho Are They?\nIf you are like me, you likely had no idea who this company was or what they did. Well, Palantir Technologies Inc. has been around since 2003 and is headquartered in Denver, Colorado. In short,they build and deploy software platforms for the intelligence community in the USA to assist in counterterrorism investigations and operations.\nPalantir Gothamis a software program that identifies patterns hidden deep within datasets. This helps execute real-world responses to threats that have been identified within the platform. This was used in the efforts to help those in need in hurricane Florence in 2018. Palantir Gothamcombined publicly available flood data with weather information and social vulnerability census data to find the communities in greatest needand resources were deployed appropriately. More recently, they are providing the U.S. government with coronavirus tracking software.\nThe company also provides Palantir Foundry,a platform that transforms the ways organizations operate by creating a central operating system for their data; and allows individual users to integrate and analyze the data they need in one place.\nPretty cool hey?\nWhat Is Driving The Company?\nRevenue. This is a growth play, plain and simple. Looking below we can see what is forecasted down the pipe. The missing block is 2020, which we found out todaywas $1.1 billion. That is a ~47% increase year-over-year. Going forward, analysts are projecting the pace stays heavy at 35%+ per year revenue growth. Often we consider 20% being strong, so that makes this look really good. For the fourth quarter, the company posted $322.1 million in revenue for the quarter, which was a beat by 20%.\n\n(Source: TIKR.com)\nThe shock came from theloss per share which totaled $0.08 versus the positive $0.02 consensus. The stock fell over 12% today on the earnings news. Upon diving deeper, it would appear most investors were disappointed with the forward forecasts. I personally think they are sandbagging a bit to blow away consensus down the line, but time will tell how true that is. Based on everything the company had put out in terms of news, which is nicely outlined inJohn Rhodes article : Palantir: Potential Q4 Revenue Blowoutmost people expected the revenue beat, but the action in the stock over the last week showed otherwise.\nData has become more relevant to the average person than ever before. The local news has all kinds of data on it when it comes to COVID-19.In 2020, Palantir helped 100 commercial organizations and 10 national governments respond to COVID-19. This has been a large opportunity for Palantir, and they have not squandered it. This response has helped earn thema 2-year contract for U.K. health services work worth $31.5 million. In the fourth quarter alone, the company signed21 deals worth more than $5 million. 12 of which were worth $10 million or more. Revenue growth will continue to be the future of Palantir.\nSome of the best business going is government business. For the year, Palantir saw56% of their revenue or $610 million come from government contracts. While the commercial side saw higher year-over-year growth at 107%, a 77% increase in government-based revenue isn't anything to laugh at. One of the more impressive pieces was that we saw happen with the average customer.Revenue increased by 41% year-over-year. Up to $7.9 million per customer from $5.6 million. This is an important metric to keep an eye on as customers hand more and more business over to Palantir as they continue to develop and improve their systems. The other factor playing into this is Palantir pulling larger customers into the fold. The new customers acquired in 2020, generated $42 million in revenue.\n\n(Company Presentation)\nSo all of this and we still sit down 12% today? As I mentioned above, it was the forward forecasts that people were a bit shocked at. Palantir said toexpect revenue growth in excess of 30% for 2021. This would be fantastic news for most companies, but after you just posted a 47% growth year, it is a bit saddening. But as I said, I think they are sandbagging a bit. Analysts are still projecting about a 35% increase for 2021. Something tells me they will outdo that as the year goes on. The company did state that they are targeting $4 billion in revenue by 2025, which carrying 30% per year growth from here will get you. I fully expect that number to creep closer to $5 billion based on current projections. Palantir is going after the \"big fish\" across multiple industries.8 of their customers fall into the Fortune 100, and 12 of the Global 100. As their products continue to develop and improve, their bottom line is only going to get better. I think there is a lot of room to run here in the long term.\nWhat Are The Risks?\nOne of the up-and-coming risks is the lock-up period ending, which I will touch on below. Besides that, I will look at the government contracts. Yes, they are some of the most important, but that's not to say they come without risk. In the past, Palantir has said they need to focus more so on commercial customers to help the bottom line and to turn a profit (part of the reason for the earnings sell-off). As we can see, they have landed some big-time commercial clients, but that government aspect still exists.\nSomething to keep in mind as well is that dealing with the government can lead to crossing some lines that some are not okay with. As reported by the Washington Post,in 2018, more than 200 employees signed a letter to CEO Alex Karp, citing concerns over a partnership with Immigration and Customs Enforcement. Multiple other big tech companies have been forced to cut ties with government agencies in the past over potential human rights violations.\nThat said, I do really think the company will continue to do very well in the commercial sector and well reduce the overall government exposure overtime.\nWhat's The \"Lock-Up Period\"?\nThe one concern many have had with Palantir is the lock-up period, which ends on February 19th (Friday). Typically, this is where we will see the lows kick in on IPO's that go this route, but it is not always the case.\n\n Looking at 15 stocks that sawtheir lock-up periods expire in the first two weeks of October, the majority of shares started to fall in the days before the expiration date, prior to bouncing back three to five days afterwards. However, some saw virtually no selling pressure on the day and the share price immediately climbed once the lock-up had ended.\n\nWhat is it? Well in short, instead of an IPO where new shares of the company are created and are underwritten by an intermediary, we have a Direct Listing. This is wherethe business sells shares directly to the public without the help of any intermediaries. It does not involve any underwriters or other intermediaries, there are no new shares issued. This means the largest shareholders in the business can only freely sell their shares after the IPO lock-up expiration. Spotify (SPOT) and Slack (WORK) are two examples of companies that went the Direct Listing route. That said, neither of these companies had lock-up periods for employees.\nSo what does this mean? Well, given thatMarketWatch said:\n\n For Palantir, though, years of venture-capital investments have created more than enough shares to launch public trading: roughly 1.64 billion, though that grows to 2.17 billion in a fully diluted formula that includes vesting options.\n\nIt means that with roughly 497 million current outstanding shares, that we could see about 1.7 billion shares hit the market. Now that is not really likely, but what it does mean is that there should be less than average selling pressure on the stock considering the usually IPO accounts for 10% of shares released, while Palantir released over 20% based on the numbers provided above.\nWhere are we now? Well as per the study quoted earlier, we are right on track. The stock is selling off in an orderly fashion right before the lock-up period ends. Now we have to wait and see what the rebound looks like. Or does everyone sell high and try and buy even lower? It is a bit of a wait-and-see. Let's take a look at what the technicals show us.\nWhat Does The Price Say?\nTaking a quick peek at the technicals, we can see a couple of really strong support levels. Firstly, we broke through a pretty big one at $30 today and did so in a big way, which is a bit concerning in the short term, but there is potential for a quick bounce to re-test that $30 mark quickly. If these markets have taught us anything, it's that they can move quickly! In a normal case, this is probably where my stop would be. But have not had a position until today, the game changes a bit as I take on more risk.\n\n(Source: TC2000.com)\nWhen a stock as popular as Palantir tanks like we saw today, one of two things happens. Either the dip gets bought up and this stock will fly back up to $40, or we see Palantir drop down to ~$23. Because the stock is so new, we really do not have a good gauge for support. Looking below we can see roughly where I am pulling $23 out of. This is a pretty substantial move from here yet. Would be about 20% to the downside. If $23 breaks, it could go even further south.\n\n(Source: TC2000.com)\nWhen trying to catch the bounce, you have to be prepared to average down. It is a totally different approach. Scale in, and scale-out.... all while knowing when to cut it loose. If you want to play this safe, watch for the bounce and try and get in then. I do think there will be a decent bounce that takes the stock back to $36-$40, but the question is when. This is not a long-term hold for me personally.\nWrap-Up\nAs you can see, there is a lot to like about the direction in which the company is headed. The valuation can always be debated, but at the end of the day, the value is whatever someone is willing to pay for it. Palantir is a revenue machine and it is not going to slow down. They are playing with the \"big fish\" and the revenue will follow as long as they can continue to deliver on their goals. I am currently long, but watching closely as the lock-up period ends this week. If you are going long, make sure to scale in over the next couple of days and place your bets for which way this goes next week. Stay safe out there!","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386477960,"gmtCreate":1613267291050,"gmtModify":1704879633725,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Stonks go up...?","listText":"Stonks go up...?","text":"Stonks go up...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/386477960","repostId":"2111071504","repostType":2,"repost":{"id":"2111071504","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":1613164510,"share":"https://www.laohu8.com/m/news/2111071504?lang=&edition=full","pubTime":"2021-02-13 05:15","market":"us","language":"en","title":"VIX 'fear gauge' ends below 20 for first time in nearly a year","url":"https://stock-news.laohu8.com/highlight/detail?id=2111071504","media":"Reuters","summary":"NEW YORK, Feb 12 (Reuters) - The Cboe Volatility Index , known as Wall Street's \"fear gauge,\" ended ","content":"<html><body><p>NEW YORK, Feb 12 (Reuters) - The Cboe Volatility Index</p><p> , known as Wall Street's \"fear gauge,\" ended below 20 for the first time in nearly a year on Friday.</p><p>   The VIX fell 1.28 points to end at 19.97. It had not closed below 20 - near its long-term average - since Feb. 21, 2020, shortly before the coronavirus pandemic roiled U.S. stocks.</p><p> (Reporting by April Joyner; Editing by Leslie Adler)</p><p>((April.Joyner@thomsonreuters.com; +1 332 219 1695; Reuters Messaging: april.joyner.thomsonreuters.com@reuters.net; <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>: @aprjoy))</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>VIX 'fear gauge' ends below 20 for first time in nearly a year</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\">\nVIX 'fear gauge' ends below 20 for first time in nearly a year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-13 05:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>NEW YORK, Feb 12 (Reuters) - The Cboe Volatility Index</p><p> , known as Wall Street's \"fear gauge,\" ended below 20 for the first time in nearly a year on Friday.</p><p>   The VIX fell 1.28 points to end at 19.97. It had not closed below 20 - near its long-term average - since Feb. 21, 2020, shortly before the coronavirus pandemic roiled U.S. stocks.</p><p> (Reporting by April Joyner; Editing by Leslie Adler)</p><p>((April.Joyner@thomsonreuters.com; +1 332 219 1695; Reuters Messaging: april.joyner.thomsonreuters.com@reuters.net; <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>: @aprjoy))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","TVIX":"二倍做多VIX波动率指数短期期权ETN","VXX":"短期VIX期货ETN",".SPX":"S&P 500 Index","UVXY":"1.5倍做多波动率指数短期期货ETF-ProShares","VIXY":"波动率短期期货指数ETF","SVXY":"0.5倍做空波动率指数短期期货ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2111071504","content_text":"NEW YORK, Feb 12 (Reuters) - The Cboe Volatility Index , known as Wall Street's \"fear gauge,\" ended below 20 for the first time in nearly a year on Friday.   The VIX fell 1.28 points to end at 19.97. It had not closed below 20 - near its long-term average - since Feb. 21, 2020, shortly before the coronavirus pandemic roiled U.S. stocks. (Reporting by April Joyner; Editing by Leslie Adler)((April.Joyner@thomsonreuters.com; +1 332 219 1695; Reuters Messaging: april.joyner.thomsonreuters.com@reuters.net; Twitter: @aprjoy))","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804878495,"gmtCreate":1627951771017,"gmtModify":1703498387123,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804878495","repostId":"1155818598","repostType":4,"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113709515,"gmtCreate":1622637913537,"gmtModify":1704187794486,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113709515","repostId":"1137630619","repostType":4,"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366536369,"gmtCreate":1614505796851,"gmtModify":1704772154607,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"It's still near to ATH......","listText":"It's still near to ATH......","text":"It's still near to ATH......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/366536369","repostId":"2114037930","repostType":4,"repost":{"id":"2114037930","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":1614330925,"share":"https://www.laohu8.com/m/news/2114037930?lang=&edition=full","pubTime":"2021-02-26 17:15","market":"us","language":"en","title":"Bitcoin falls over 6% to lowest in two weeks","url":"https://stock-news.laohu8.com/highlight/detail?id=2114037930","media":"Reuters","summary":"LONDON, Feb 26 (Reuters) - Bitcoin fell as much as 6% on Friday to its lowest in two weeks, as a rou","content":"<p>LONDON, Feb 26 (Reuters) - Bitcoin fell as much as 6% on Friday to its lowest in two weeks, as a rout in global bond markets sent yields flying and sparked a sell-off in riskier assets.</p><p>The world's biggest cryptocurrency slumped as low as $44,451 before recovering some of its losses. It was last trading down 1.3% at $46,588.</p><p>The sell-off echoed that in equity markets, where European stocks tumbled as much as 1.5%, with concerns over lofty valuations also hammering demand. Asian stocks fell by the most in nine months.</p><p>Bitcoin has risen about 60% from the start of the year, hitting an all-time high of $58,354 this month as mainstream companies such as Tesla Inc    and Mastercard Inc embraced cryptocurrencies.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin falls over 6% to lowest in two weeks</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\">\nBitcoin falls over 6% to lowest in two weeks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-26 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, Feb 26 (Reuters) - Bitcoin fell as much as 6% on Friday to its lowest in two weeks, as a rout in global bond markets sent yields flying and sparked a sell-off in riskier assets.</p><p>The world's biggest cryptocurrency slumped as low as $44,451 before recovering some of its losses. It was last trading down 1.3% at $46,588.</p><p>The sell-off echoed that in equity markets, where European stocks tumbled as much as 1.5%, with concerns over lofty valuations also hammering demand. Asian stocks fell by the most in nine months.</p><p>Bitcoin has risen about 60% from the start of the year, hitting an all-time high of $58,354 this month as mainstream companies such as Tesla Inc    and Mastercard Inc embraced cryptocurrencies.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","SQ":"Block","TSLA":"特斯拉","PYPL":"PayPal"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2114037930","content_text":"LONDON, Feb 26 (Reuters) - Bitcoin fell as much as 6% on Friday to its lowest in two weeks, as a rout in global bond markets sent yields flying and sparked a sell-off in riskier assets.The world's biggest cryptocurrency slumped as low as $44,451 before recovering some of its losses. It was last trading down 1.3% at $46,588.The sell-off echoed that in equity markets, where European stocks tumbled as much as 1.5%, with concerns over lofty valuations also hammering demand. Asian stocks fell by the most in nine months.Bitcoin has risen about 60% from the start of the year, hitting an all-time high of $58,354 this month as mainstream companies such as Tesla Inc    and Mastercard Inc embraced cryptocurrencies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363074963,"gmtCreate":1614088158552,"gmtModify":1704887921199,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What are your views on cciv (lucid) prospects in view of this.. it's&nbsp;dropped 30% market so far today alr to $38 [freeze]","listText":"What are your views on cciv (lucid) prospects in view of this.. it's&nbsp;dropped 30% market so far today alr to $38 [freeze]","text":"What are your views on cciv (lucid) prospects in view of this.. it's dropped 30% market so far today alr to $38 [freeze]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/363074963","repostId":"1175731087","repostType":2,"repost":{"id":"1175731087","pubTimestamp":1614049350,"share":"https://www.laohu8.com/m/news/1175731087?lang=&edition=full","pubTime":"2021-02-23 11:02","market":"us","language":"en","title":"Tesla Stock Is in a Bear Market. It’s Taking Other EV Stocks With It.","url":"https://stock-news.laohu8.com/highlight/detail?id=1175731087","media":"Barrons","summary":"Stock in the electric- vehicle pioneer Tesla is now in bear-market territory. That’s a problem for the entire EV sector.Tesla shares closed down 8.6% Monday at $714.50 a share. That leaves them down almost $186 from the 52-week high of $900.40 they reached in January. That’s a drop of roughly 21%.Of course, Tesla is the 800-pound gorilla in the EV sector. It is worth almost as much as all other traditional car makers combined. And when Tesla stock drops, other EV stocks follow because Wall Stree","content":"<p>Stock in the electric- vehicle pioneer&nbsp;Tesla&nbsp;is now in&nbsp;bear-market&nbsp;territory. That’s a problem for the entire&nbsp;EV sector.</p><p>Tesla shares closed down 8.6% Monday at $714.50 a share. That leaves them down almost $186 from the 52-week high of $900.40 they reached in January. That’s a drop of roughly 21%.</p><p>It seems odd to say, given that the term is usually applied to broad groups of stocks, but there is a new bear market—a drop of 20% from a high—in Tesla shares.</p><p>Of course, Tesla is the&nbsp;800-pound gorilla&nbsp;in the EV sector. It is worth almost as much as all other traditional car makers combined. And when Tesla stock drops, other EV stocks follow because Wall Street often relies on Tesla’s valuation to come up with price targets.</p><p>Monday, shares of three other&nbsp;high-flying&nbsp;EV stocks with significant sales—NIO(NIO),XPeng(XPEV) andLi Auto(LI)—fell roughly 7% to 8%. And since Tesla stock hit its all-time high, NIO, XPeng and&nbsp;Li Auto&nbsp;shares are down roughly 20% on average, just like Tesla.</p><p>It looks as if Tesla is the benchmark for EV stocks just like the&nbsp;S&amp;P 500&nbsp;is the basis for comparison for U.S. stocks. That raises an interesting idea for EV investors: the Tesla version of beta. The beta concept can be thought of, in a sense, as a measure of a stock’s systemic risk. What happens to a market is linked to what happens to an individual stock by that stock’s beta.</p><p>If a stock, for instance, has a beta of 2, it would be expected to rise about 2% if the market rose 1%. Beta values aren’t always above 1. Gold-mining companies in theS&amp;P 500,for instance, have a beta of roughly 0.5, so they don’t rise as fast if the broader index goes up.</p><p>Investors can interpret the gold beta as saying roughly half of what happens to those golds stock is explained by what happens to the S&amp;P 500, and the other half is due to other factors, such as what’s going on with gold prices.</p><p>Beta is just a mathematical calculation. Investors, if they want, can calculate a stock’s beta relative to atmospheric pressure in Central Park. The math has to mean something, though, so no one does that. In the case of EVs, however, the idea of Tesla-as-risk to any EV stock doesn’t feel like a stretch.</p><p>The “Tesla beta” of the three Chinese EV stocks—NIO, XPeng and Li—is about 0.5. That can be interpreted, as with gold stocks, as saying about half of what happens to those three shares is a function of what happens to Tesla stock.</p><p>It’s an interesting idea. But what is happening to Tesla stock anyway?</p><p>It’s all about the potential for higher inflation. Increasing inflation, a growing concern in the market, tends to punish high-growth stocks more than low-growth stocks because of the way financial discount rates work. Most of Tesla’s cash flow comes in future years, and future cash flow is worth less today when interest rates rise.</p><p>Monday, many growth stocks took it on the chin. The&nbsp;Nasdaq Composite,known as the home of many fast-growing tech companies, fell 2.5%. Tesla’s beta value relative to the Nasdaq is about 2, so investors shouldn’t be surprised by a 5% drop in Tesla stock.</p><p>Tesla shares fell 9%, though. The extra 4% remains a mystery. The news site&nbsp;Electrek&nbsp;reported Tesla stopped taking orders for its lowest-priced Model Y, but high demand for lower-price EV models isn’t really a bad thing.</p><p><img src=\"https://static.tigerbbs.com/728e2afa9536498c3500bf3fdae26f29\" tg-width=\"642\" tg-height=\"213\" referrerpolicy=\"no-referrer\"></p><p>CEO&nbsp;Elon Musk&nbsp;is also spending a lot of time tweeting about&nbsp;cryptocurrencies. That might be unnerving Tesla investors. His tweeting, however, isn’t really any different than recent history. Musk is famous for his tweeting on lots of topics.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is in a Bear Market. It’s Taking Other EV Stocks With It.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is in a Bear Market. It’s Taking Other EV Stocks With It.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-23 11:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-is-in-a-bear-market-its-taking-other-ev-stocks-with-it-51614034570?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in the electric- vehicle pioneer Tesla is now in bear-market territory. That’s a problem for the entire EV sector.Tesla shares closed down 8.6% Monday at $714.50 a share. That leaves them down ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-is-in-a-bear-market-its-taking-other-ev-stocks-with-it-51614034570?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车","XPEV":"小鹏汽车"},"source_url":"https://www.barrons.com/articles/tesla-stock-is-in-a-bear-market-its-taking-other-ev-stocks-with-it-51614034570?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175731087","content_text":"Stock in the electric- vehicle pioneer Tesla is now in bear-market territory. That’s a problem for the entire EV sector.Tesla shares closed down 8.6% Monday at $714.50 a share. That leaves them down almost $186 from the 52-week high of $900.40 they reached in January. That’s a drop of roughly 21%.It seems odd to say, given that the term is usually applied to broad groups of stocks, but there is a new bear market—a drop of 20% from a high—in Tesla shares.Of course, Tesla is the 800-pound gorilla in the EV sector. It is worth almost as much as all other traditional car makers combined. And when Tesla stock drops, other EV stocks follow because Wall Street often relies on Tesla’s valuation to come up with price targets.Monday, shares of three other high-flying EV stocks with significant sales—NIO(NIO),XPeng(XPEV) andLi Auto(LI)—fell roughly 7% to 8%. And since Tesla stock hit its all-time high, NIO, XPeng and Li Auto shares are down roughly 20% on average, just like Tesla.It looks as if Tesla is the benchmark for EV stocks just like the S&P 500 is the basis for comparison for U.S. stocks. That raises an interesting idea for EV investors: the Tesla version of beta. The beta concept can be thought of, in a sense, as a measure of a stock’s systemic risk. What happens to a market is linked to what happens to an individual stock by that stock’s beta.If a stock, for instance, has a beta of 2, it would be expected to rise about 2% if the market rose 1%. Beta values aren’t always above 1. Gold-mining companies in theS&P 500,for instance, have a beta of roughly 0.5, so they don’t rise as fast if the broader index goes up.Investors can interpret the gold beta as saying roughly half of what happens to those golds stock is explained by what happens to the S&P 500, and the other half is due to other factors, such as what’s going on with gold prices.Beta is just a mathematical calculation. Investors, if they want, can calculate a stock’s beta relative to atmospheric pressure in Central Park. The math has to mean something, though, so no one does that. In the case of EVs, however, the idea of Tesla-as-risk to any EV stock doesn’t feel like a stretch.The “Tesla beta” of the three Chinese EV stocks—NIO, XPeng and Li—is about 0.5. That can be interpreted, as with gold stocks, as saying about half of what happens to those three shares is a function of what happens to Tesla stock.It’s an interesting idea. But what is happening to Tesla stock anyway?It’s all about the potential for higher inflation. Increasing inflation, a growing concern in the market, tends to punish high-growth stocks more than low-growth stocks because of the way financial discount rates work. Most of Tesla’s cash flow comes in future years, and future cash flow is worth less today when interest rates rise.Monday, many growth stocks took it on the chin. The Nasdaq Composite,known as the home of many fast-growing tech companies, fell 2.5%. Tesla’s beta value relative to the Nasdaq is about 2, so investors shouldn’t be surprised by a 5% drop in Tesla stock.Tesla shares fell 9%, though. The extra 4% remains a mystery. The news site Electrek reported Tesla stopped taking orders for its lowest-priced Model Y, but high demand for lower-price EV models isn’t really a bad thing.CEO Elon Musk is also spending a lot of time tweeting about cryptocurrencies. That might be unnerving Tesla investors. His tweeting, however, isn’t really any different than recent history. Musk is famous for his tweeting on lots of topics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386534888,"gmtCreate":1613199932444,"gmtModify":1704879408797,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/386534888","repostId":"2110026963","repostType":4,"repost":{"id":"2110026963","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1613109422,"share":"https://www.laohu8.com/m/news/2110026963?lang=&edition=full","pubTime":"2021-02-12 13:57","market":"us","language":"en","title":"Here's the formula for spotting genuinely undervalued companies, claims this investment house","url":"https://stock-news.laohu8.com/highlight/detail?id=2110026963","media":"Dow Jones","summary":"The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis. For most of 2020, investors poured money into names like online retailer Amazon $$, electric-car maker Tesla $$, and e-commerce platform Shopify -- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.But when news broke in early November 2020 that drug company Pfizer $$ and its partner BioNTech $$ had developed an effective vaccine against COVID-19, something pro","content":"<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's the formula for spotting genuinely undervalued companies, claims this investment house</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\">\nHere's the formula for spotting genuinely undervalued companies, claims this investment house\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-02-12 13:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Here's the formula for spotting genuinely undervalued companies, claims this investment house</p>\n<p>The growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis</p>\n<p>For most of 2020, investors poured money into names like online retailer Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, electric-car maker Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.</p>\n<p>But when news broke in early November 2020 that drug company Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and its partner BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> had developed an effective vaccine against COVID-19, something profound happened in financial markets.</p>\n<p>Investors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.</p>\n<p>This rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.</p>\n<p>And it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.</p>\n<p>The apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.</p>\n<p>\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.</p>\n<p>\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"</p>\n<p>Analysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.</p>\n<p>The value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.</p>\n<p>In reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.</p>\n<p>Stocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.</p>\n<p>To have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110026963","content_text":"MW Here's the formula for spotting genuinely undervalued companies, claims this investment house\nThe growth stock vs. value stock dichotomy doesn't make sense, says ValuAnalysis\nFor most of 2020, investors poured money into names like online retailer Amazon $(AMZN)$, electric-car maker Tesla $(TSLA)$, and e-commerce platform Shopify (SHOP.T)-- \"growth\" stocks that kept indexes afloat in a turbulent year that hammered share prices across the board.\nBut when news broke in early November 2020 that drug company Pfizer $(PFE)$ and its partner BioNTech $(BNTX)$ had developed an effective vaccine against COVID-19, something profound happened in financial markets.\nInvestors rotated out of these investments in favor of \"value\" stocks hammered by the COVID-19 pandemic, like airlines.\nThis rotation was based on an essential concept in investing: There are some stocks that are clearly undervalued based on standard metrics.\nAnd it is completely flawed, according to research from ValuAnalysis, a London-based fund manager and equity investment boutique, which specializes in valuation.\nThe apparent difference between growth stocks and value stocks is that the former is overvalued based on fundamental metrics while the latter is undervalued.\n\"Everyone knows that this thing doesn't make any sense because growth is not the opposite of value,\" Pascal Costantini, who led the research at ValuAnalysis, tells MarketWatch.\n\"It should be high-growth and low-growth, and I can imagine that, somewhere in an office, some guy said 'well this is not catchy enough, so how about growth and value?'\"\nAnalysts and investors use metrics like the price-to-earnings ratio, or price multiple, to value stocks. ValuAnalysis uses price as a multiple of normalized net free cash flow as its benchmark, and identifies the imaginary dividing line between value and growth stocks at 35x, which is the market median.\nThe value vs. growth divide would suggest that a company trading at a 17x earnings multiple is undervalued. In reality, ValuAnalysis says it is likely a company that won't grow.\nIn reality, a stock's value is based on the company's ability to grow free cash flow in an environment where the cost of capital is 5% to 6%. So if a company isn't outpacing that by improving revenue and margins, the multiple won't increase and the stock price is unlikely to rise.\nStocks that are actually undervalued will trade between 25x and 35x free cash flow, Costantini says, outpacing the cost of capital but not breaking past the market median.\nTo have potential, a company's accumulation of assets or revenue growth must outpace increases in global gross domestic product, and ideally show signs of accelerating. There must also be an increase in operational leverage through revenue or margins. A decrease in the risk premium, such as through advances in controlling carbon emissions, helps.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194825480,"gmtCreate":1621356514440,"gmtModify":1704356386576,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3575346220147121\">@ALT</a>: Like and share pls&nbsp;","listText":"//<a href=\"https://laohu8.com/U/3575346220147121\">@ALT</a>: Like and share pls&nbsp;","text":"//@ALT: Like and share pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/194825480","repostId":"1112285344","repostType":4,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364066369,"gmtCreate":1614785702251,"gmtModify":1704775278952,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"One day youre up, the next day, youre down.","listText":"One day youre up, the next day, youre down.","text":"One day youre up, the next day, youre down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/364066369","repostId":"2116543109","repostType":4,"repost":{"id":"2116543109","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":1614762860,"share":"https://www.laohu8.com/m/news/2116543109?lang=&edition=full","pubTime":"2021-03-03 17:14","market":"hk","language":"en","title":"HK stocks gain most in 6 weeks as inflation fears ease","url":"https://stock-news.laohu8.com/highlight/detail?id=2116543109","media":"Reuters","summary":"March 3 (Reuters) - Hong Kong stocks climbed the most in six weeks to end higher on Wednesday, lifte","content":"<p>March 3 (Reuters) - Hong Kong stocks climbed the most in six weeks to end higher on Wednesday, lifted by financials, as optimism towards economic growth in China outweighed investor concerns over inflation.</p>\n<p>The Hang Seng index and the China Enterprises Index&nbsp;each ended 2.7% firmer at 29,880.42 points and 11,666.24 points, respectively.</p>\n<p>China's top banking watchdog on Tuesday cautioned against the risk of bubble bursting in global financial markets, and said Chinese regulators were studying effective measures to reduce the risk of foreign capital inflows.</p>\n<p>\"Investors should not read too much into the hawkish comment from China's top banking regulator Chairman Guo Shuqing,\" Larry Hu, economist at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Capital Ltd said, adding that Guo has been hawkish most of the time, and its China's Politburo, not Guo, who sets the policy tone in China.</p>\n<p>Investors also appeared to have shrugged off results from a private sector survey that showed China's services sector activity grew at its slowest pace in 10 months in February.</p>\n<p>\"We expect manufacturing and services PMIs to recover in March, as the COVID-19 situation was quickly brought under control in recent weeks, Beijing may gradually relax some social distancing rules in coming months and some pent-up demand could be released,\" Nomura wrote on Wednesday.</p>\n<p>\"The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up in inflation,\" Luca Paolini, chief strategist, Pictet Asset Management said, adding that he expects stocks to extend gains in the coming months.</p>\n<p>Financial stocks jumped 3.6%, while commerce and industry index rose 2.5%.</p>\n<p>Investors are also dissecting the impact from Hang Seng Index's planned restructuring, which will see the number of its constituents raised to 88 by mid-2022, from 55 currently. The number will eventually expand to 100.</p>\n<p>Financial sector's index weight would likely experience the biggest drop - to 32.8% from 41.9% - while consumer discretionary stocks would likely have the biggest lift to 22.4% from 15.8%, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> estimates.</p>\n<p>(Reporting by the Shanghai Newsroom, Editing by Sherry Jacob-Phillips)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HK stocks gain most in 6 weeks as inflation fears ease</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\">\nHK stocks gain most in 6 weeks as inflation fears ease\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-03 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 3 (Reuters) - Hong Kong stocks climbed the most in six weeks to end higher on Wednesday, lifted by financials, as optimism towards economic growth in China outweighed investor concerns over inflation.</p>\n<p>The Hang Seng index and the China Enterprises Index&nbsp;each ended 2.7% firmer at 29,880.42 points and 11,666.24 points, respectively.</p>\n<p>China's top banking watchdog on Tuesday cautioned against the risk of bubble bursting in global financial markets, and said Chinese regulators were studying effective measures to reduce the risk of foreign capital inflows.</p>\n<p>\"Investors should not read too much into the hawkish comment from China's top banking regulator Chairman Guo Shuqing,\" Larry Hu, economist at <a href=\"https://laohu8.com/S/MQG.AU\">Macquarie</a> Capital Ltd said, adding that Guo has been hawkish most of the time, and its China's Politburo, not Guo, who sets the policy tone in China.</p>\n<p>Investors also appeared to have shrugged off results from a private sector survey that showed China's services sector activity grew at its slowest pace in 10 months in February.</p>\n<p>\"We expect manufacturing and services PMIs to recover in March, as the COVID-19 situation was quickly brought under control in recent weeks, Beijing may gradually relax some social distancing rules in coming months and some pent-up demand could be released,\" Nomura wrote on Wednesday.</p>\n<p>\"The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up in inflation,\" Luca Paolini, chief strategist, Pictet Asset Management said, adding that he expects stocks to extend gains in the coming months.</p>\n<p>Financial stocks jumped 3.6%, while commerce and industry index rose 2.5%.</p>\n<p>Investors are also dissecting the impact from Hang Seng Index's planned restructuring, which will see the number of its constituents raised to 88 by mid-2022, from 55 currently. The number will eventually expand to 100.</p>\n<p>Financial sector's index weight would likely experience the biggest drop - to 32.8% from 41.9% - while consumer discretionary stocks would likely have the biggest lift to 22.4% from 15.8%, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> estimates.</p>\n<p>(Reporting by the Shanghai Newsroom, Editing by Sherry Jacob-Phillips)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116543109","content_text":"March 3 (Reuters) - Hong Kong stocks climbed the most in six weeks to end higher on Wednesday, lifted by financials, as optimism towards economic growth in China outweighed investor concerns over inflation.\nThe Hang Seng index and the China Enterprises Index each ended 2.7% firmer at 29,880.42 points and 11,666.24 points, respectively.\nChina's top banking watchdog on Tuesday cautioned against the risk of bubble bursting in global financial markets, and said Chinese regulators were studying effective measures to reduce the risk of foreign capital inflows.\n\"Investors should not read too much into the hawkish comment from China's top banking regulator Chairman Guo Shuqing,\" Larry Hu, economist at Macquarie Capital Ltd said, adding that Guo has been hawkish most of the time, and its China's Politburo, not Guo, who sets the policy tone in China.\nInvestors also appeared to have shrugged off results from a private sector survey that showed China's services sector activity grew at its slowest pace in 10 months in February.\n\"We expect manufacturing and services PMIs to recover in March, as the COVID-19 situation was quickly brought under control in recent weeks, Beijing may gradually relax some social distancing rules in coming months and some pent-up demand could be released,\" Nomura wrote on Wednesday.\n\"The economic recovery that will gather strength over the course of 2021 shouldn't lead to a rapid pick-up in inflation,\" Luca Paolini, chief strategist, Pictet Asset Management said, adding that he expects stocks to extend gains in the coming months.\nFinancial stocks jumped 3.6%, while commerce and industry index rose 2.5%.\nInvestors are also dissecting the impact from Hang Seng Index's planned restructuring, which will see the number of its constituents raised to 88 by mid-2022, from 55 currently. The number will eventually expand to 100.\nFinancial sector's index weight would likely experience the biggest drop - to 32.8% from 41.9% - while consumer discretionary stocks would likely have the biggest lift to 22.4% from 15.8%, according to Morgan Stanley estimates.\n(Reporting by the Shanghai Newsroom, Editing by Sherry Jacob-Phillips)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361472899,"gmtCreate":1614258835911,"gmtModify":1704769743819,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Stonks","listText":"Stonks","text":"Stonks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/361472899","repostId":"1169851865","repostType":2,"repost":{"id":"1169851865","pubTimestamp":1614250065,"share":"https://www.laohu8.com/m/news/1169851865?lang=&edition=full","pubTime":"2021-02-25 18:47","market":"us","language":"en","title":"JPMorgan’s Kolanovic Says ‘VIX Bubble’ May Spark Stock Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1169851865","media":"Bloomberg","summary":"Tallbacken cautions about lack of volatility sellers in market\nCecchini suggests selling put options","content":"<ul>\n <li>Tallbacken cautions about lack of volatility sellers in market</li>\n <li>Cecchini suggests selling put options on April VIX futures</li>\n</ul>\n<p>The market’s so-called fear gauge is elevated, and that could bode well for stocks if history is a guide.</p>\n<p>The spread between the Cboe Volatility Index, or VIX, and two-week S&amp;P 500 realized volatility has widened to a point that historically has been followed by a volatility decline and stocks on average moving higher, JPMorgan Chase &amp; Co. strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. Historically, three months after that spread moved this wide, the VIX fell 11 points and the market rallied an average 12% with a move higher 87% of the time, they said.</p>\n<p>“Given the VIX is at a near-record premium to actual equity volatility, we think selling the ‘VIX bubble’ represents a good market opportunity,” the strategists wrote.</p>\n<p><img src=\"https://static.tigerbbs.com/090b90671c410c2de55d41f9901794b4\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>The VIX jumped a year ago as the Covid-19 pandemic began to spread and affect the global economy, sending markets into a tailspin. The gauge, which has a lifetime average around 19.5, has largely remained above 20 even as stocks hit record highs on encouraging pandemic news. It has also stayed high relative to measures of swings in&nbsp;other asset classes&nbsp;like credit and rates.</p>\n<p>There is one potential caveat for equity volatility investors. Michael Purves, the CEO of Tallbacken CapitalAdvisorsLLC, said there are fewer participants willing to bet on declining swings after the culling of the short-volatility industry via VIX spikes in 2018 and March 2020. That’s probably keeping the gauge from falling to its lows from years like 2016 and 2017, he said, pointing to a dearth of put-option volume as evidence.</p>\n<p>“There’s a lack of volatility sellers to take this thing lower,” Purves said in an interview. “If there was a lot of fear, you’d see put volumes being higher.”</p>\n<p>Still, there are trades that can take advantage of the current levels in the VIX complex, according to Peter Cecchini, founder of AlphaOmegaAdvisorsLLC. He suggests selling April S&amp;P calls or puts on April VIX futures, noting the steep difference between March and April VIX futures.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan’s Kolanovic Says ‘VIX Bubble’ May Spark Stock Rally</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\">\nJPMorgan’s Kolanovic Says ‘VIX Bubble’ May Spark Stock Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-25 18:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-02-25/jpmorgan-s-kolanovic-says-vix-bubble-may-spark-stock-rally><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tallbacken cautions about lack of volatility sellers in market\nCecchini suggests selling put options on April VIX futures\n\nThe market’s so-called fear gauge is elevated, and that could bode well for ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-02-25/jpmorgan-s-kolanovic-says-vix-bubble-may-spark-stock-rally\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIX":"标普500波动率指数",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2021-02-25/jpmorgan-s-kolanovic-says-vix-bubble-may-spark-stock-rally","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169851865","content_text":"Tallbacken cautions about lack of volatility sellers in market\nCecchini suggests selling put options on April VIX futures\n\nThe market’s so-called fear gauge is elevated, and that could bode well for stocks if history is a guide.\nThe spread between the Cboe Volatility Index, or VIX, and two-week S&P 500 realized volatility has widened to a point that historically has been followed by a volatility decline and stocks on average moving higher, JPMorgan Chase & Co. strategists Marko Kolanovic and Bram Kaplan wrote in a note Wednesday. Historically, three months after that spread moved this wide, the VIX fell 11 points and the market rallied an average 12% with a move higher 87% of the time, they said.\n“Given the VIX is at a near-record premium to actual equity volatility, we think selling the ‘VIX bubble’ represents a good market opportunity,” the strategists wrote.\n\nThe VIX jumped a year ago as the Covid-19 pandemic began to spread and affect the global economy, sending markets into a tailspin. The gauge, which has a lifetime average around 19.5, has largely remained above 20 even as stocks hit record highs on encouraging pandemic news. It has also stayed high relative to measures of swings in other asset classes like credit and rates.\nThere is one potential caveat for equity volatility investors. Michael Purves, the CEO of Tallbacken CapitalAdvisorsLLC, said there are fewer participants willing to bet on declining swings after the culling of the short-volatility industry via VIX spikes in 2018 and March 2020. That’s probably keeping the gauge from falling to its lows from years like 2016 and 2017, he said, pointing to a dearth of put-option volume as evidence.\n“There’s a lack of volatility sellers to take this thing lower,” Purves said in an interview. “If there was a lot of fear, you’d see put volumes being higher.”\nStill, there are trades that can take advantage of the current levels in the VIX complex, according to Peter Cecchini, founder of AlphaOmegaAdvisorsLLC. He suggests selling April S&P calls or puts on April VIX futures, noting the steep difference between March and April VIX futures.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369188085,"gmtCreate":1614008383947,"gmtModify":1704886911635,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Pride cometh&nbsp;before a fall","listText":"Pride cometh&nbsp;before a fall","text":"Pride cometh before a fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/369188085","repostId":"369996488","repostType":1,"repost":{"id":369996488,"gmtCreate":1613995548641,"gmtModify":1704886609370,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"\n \n \n  【華爾街SPAC投資之王Chamath：沒有人再聽巴菲特的話，我會是新時代巴菲特】Social Capital創始人Chamath Palihapitiya，這個從Facebook白手起家發家致富的移民富豪，作爲風險投資者賺了數十億美元，現在是當前空白支票市場（SPAC）熱潮的魔笛手，現在他把自己想象成Reddit時代的沃倫•巴菲特(Warren Buffett)。 他對社會資本抱有很大的野心。在這次採訪中，華爾街的SPAC之王解釋了爲什麼他下注於比特幣和特斯拉，以及他如何嘗試解決不平等和氣候變化。精彩論點如下： 關於沃倫·巴菲特： 1.“沒有人會聽巴菲特的話。巴菲特沒有能力說出他在20年前30和40年前所說的話。沒關係，他基本上已經獲得了放鬆併成爲領頭羊的權利，但必須有其他人接過這個重任，接過接力棒，用他們能理解的語言向年輕一代做得同樣好。” 當然，他認爲語言就是社交媒體。在那裏，這位44歲的億萬富翁談論他的交易，挑釁當權者，宣傳“Chamath的一切”。 社交媒體是他的首選平臺 2.“我是我們這一代人和媒體文化的副產物，這是多方面的。並非總是多方面，而是多方面的。因此，爲了表達自己的觀點，您必須用時代的語言說話。” 在GameStop傳奇中，對衝基金和賣空： 3.“最終，我懷疑到底是否存在任何形式的勾結。但是，這整件事的惡臭只是向您展示了正常的普通人很難獲得任何形式的回報。因此，如果我們打破資本主義哲學，它們從根本上就停留在始終是勞動，始終是資本所有權和所有權階級的這種死衚衕中。 4.“我仍然認爲對衝基金會做得很好。我仍然認爲有些人非常有才華，他們會爲自己和他們的投資者賺很多錢。但是我認爲需要增加披露。” 5.“就賣空而言，我認爲它是市場的重要組成部分。我不是它的忠實擁護者。我確實認爲某些人確實使用它來執行中立策略，知道，我認爲那很棒，但我也認爲現在，在社交媒體世界中，\n \n","listText":"【華爾街SPAC投資之王Chamath：沒有人再聽巴菲特的話，我會是新時代巴菲特】Social Capital創始人Chamath Palihapitiya，這個從Facebook白手起家發家致富的移民富豪，作爲風險投資者賺了數十億美元，現在是當前空白支票市場（SPAC）熱潮的魔笛手，現在他把自己想象成Reddit時代的沃倫•巴菲特(Warren Buffett)。 他對社會資本抱有很大的野心。在這次採訪中，華爾街的SPAC之王解釋了爲什麼他下注於比特幣和特斯拉，以及他如何嘗試解決不平等和氣候變化。精彩論點如下： 關於沃倫·巴菲特： 1.“沒有人會聽巴菲特的話。巴菲特沒有能力說出他在20年前30和40年前所說的話。沒關係，他基本上已經獲得了放鬆併成爲領頭羊的權利，但必須有其他人接過這個重任，接過接力棒，用他們能理解的語言向年輕一代做得同樣好。” 當然，他認爲語言就是社交媒體。在那裏，這位44歲的億萬富翁談論他的交易，挑釁當權者，宣傳“Chamath的一切”。 社交媒體是他的首選平臺 2.“我是我們這一代人和媒體文化的副產物，這是多方面的。並非總是多方面，而是多方面的。因此，爲了表達自己的觀點，您必須用時代的語言說話。” 在GameStop傳奇中，對衝基金和賣空： 3.“最終，我懷疑到底是否存在任何形式的勾結。但是，這整件事的惡臭只是向您展示了正常的普通人很難獲得任何形式的回報。因此，如果我們打破資本主義哲學，它們從根本上就停留在始終是勞動，始終是資本所有權和所有權階級的這種死衚衕中。 4.“我仍然認爲對衝基金會做得很好。我仍然認爲有些人非常有才華，他們會爲自己和他們的投資者賺很多錢。但是我認爲需要增加披露。” 5.“就賣空而言，我認爲它是市場的重要組成部分。我不是它的忠實擁護者。我確實認爲某些人確實使用它來執行中立策略，知道，我認爲那很棒，但我也認爲現在，在社交媒體世界中，","text":"【華爾街SPAC投資之王Chamath：沒有人再聽巴菲特的話，我會是新時代巴菲特】Social Capital創始人Chamath Palihapitiya，這個從Facebook白手起家發家致富的移民富豪，作爲風險投資者賺了數十億美元，現在是當前空白支票市場（SPAC）熱潮的魔笛手，現在他把自己想象成Reddit時代的沃倫•巴菲特(Warren Buffett)。 他對社會資本抱有很大的野心。在這次採訪中，華爾街的SPAC之王解釋了爲什麼他下注於比特幣和特斯拉，以及他如何嘗試解決不平等和氣候變化。精彩論點如下： 關於沃倫·巴菲特： 1.“沒有人會聽巴菲特的話。巴菲特沒有能力說出他在20年前30和40年前所說的話。沒關係，他基本上已經獲得了放鬆併成爲領頭羊的權利，但必須有其他人接過這個重任，接過接力棒，用他們能理解的語言向年輕一代做得同樣好。” 當然，他認爲語言就是社交媒體。在那裏，這位44歲的億萬富翁談論他的交易，挑釁當權者，宣傳“Chamath的一切”。 社交媒體是他的首選平臺 2.“我是我們這一代人和媒體文化的副產物，這是多方面的。並非總是多方面，而是多方面的。因此，爲了表達自己的觀點，您必須用時代的語言說話。” 在GameStop傳奇中，對衝基金和賣空： 3.“最終，我懷疑到底是否存在任何形式的勾結。但是，這整件事的惡臭只是向您展示了正常的普通人很難獲得任何形式的回報。因此，如果我們打破資本主義哲學，它們從根本上就停留在始終是勞動，始終是資本所有權和所有權階級的這種死衚衕中。 4.“我仍然認爲對衝基金會做得很好。我仍然認爲有些人非常有才華，他們會爲自己和他們的投資者賺很多錢。但是我認爲需要增加披露。” 5.“就賣空而言，我認爲它是市場的重要組成部分。我不是它的忠實擁護者。我確實認爲某些人確實使用它來執行中立策略，知道，我認爲那很棒，但我也認爲現在，在社交媒體世界中，","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369996488","isVote":1,"tweetType":2,"object":{"id":"736aa906b340464aa12c4cc446a8bbe1","tweetId":"369996488","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/1d4cba115285890814575421585/f0.mp4","poster":"https://static.tigerbbs.com/aff8e2b0740dc3b43e2085cf619d9478"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384564317,"gmtCreate":1613661570939,"gmtModify":1704883430127,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Althogh its great that more kids learn how to invest, its but one form of education. Parents havw an essential duty to ensure that they are also educated in other things so that they can grow up to be decent human beings, not merely rich ones.","listText":"Althogh its great that more kids learn how to invest, its but one form of education. Parents havw an essential duty to ensure that they are also educated in other things so that they can grow up to be decent human beings, not merely rich ones.","text":"Althogh its great that more kids learn how to invest, its but one form of education. Parents havw an essential duty to ensure that they are also educated in other things so that they can grow up to be decent human beings, not merely rich ones.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/384564317","repostId":"384855576","repostType":1,"repost":{"id":384855576,"gmtCreate":1613641345791,"gmtModify":1717643493252,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"韓國12歲男孩炒股一年賺43％，不想讀書想做巴菲特","htmlText":"\n \n \n  韓國12歲的權哲男自2020年4月開始買股票，至今已獲得43%的回報。他從7歲開始通過賣玩具汽車賺錢，把賺的2500萬韓元(約14.53萬元)作爲初始資金投入股市。比起去上學考首爾大學，他更希望成爲一個像巴菲特一樣的大投資人。青少年甚至更年輕的散戶投資者越來越多，佔韓國股票交易總額的三分之二以上，而2019年這一比例還不到50%[眼眼]00後太強了，A醬這個95後簡直望塵莫及<a href=\"https://laohu8.com/S/BRK.B\">$伯克希爾B(BRK.B)$</a>\n \n","listText":"韓國12歲的權哲男自2020年4月開始買股票，至今已獲得43%的回報。他從7歲開始通過賣玩具汽車賺錢，把賺的2500萬韓元(約14.53萬元)作爲初始資金投入股市。比起去上學考首爾大學，他更希望成爲一個像巴菲特一樣的大投資人。青少年甚至更年輕的散戶投資者越來越多，佔韓國股票交易總額的三分之二以上，而2019年這一比例還不到50%[眼眼]00後太強了，A醬這個95後簡直望塵莫及<a href=\"https://laohu8.com/S/BRK.B\">$伯克希爾B(BRK.B)$</a>","text":"韓國12歲的權哲男自2020年4月開始買股票，至今已獲得43%的回報。他從7歲開始通過賣玩具汽車賺錢，把賺的2500萬韓元(約14.53萬元)作爲初始資金投入股市。比起去上學考首爾大學，他更希望成爲一個像巴菲特一樣的大投資人。青少年甚至更年輕的散戶投資者越來越多，佔韓國股票交易總額的三分之二以上，而2019年這一比例還不到50%[眼眼]00後太強了，A醬這個95後簡直望塵莫及$伯克希爾B(BRK.B)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/384855576","isVote":1,"tweetType":2,"object":{"id":"6f29d69587bd43b797b92fdd813287b1","tweetId":"384855576","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/d0f7fd3c5285890814377571788/v.f30.mp4","poster":"https://static.tigerbbs.com/65912327997da635bbf01f5e6ce9281d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387751477,"gmtCreate":1613789379299,"gmtModify":1704885043833,"author":{"id":"3576283930584661","authorId":"3576283930584661","name":"melts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Oh shucks","listText":"Oh shucks","text":"Oh shucks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387751477","repostId":"1179306002","repostType":4,"repost":{"id":"1179306002","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":1613727528,"share":"https://www.laohu8.com/m/news/1179306002?lang=&edition=full","pubTime":"2021-02-19 17:38","market":"us","language":"en","title":"Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=1179306002","media":"Reuters","summary":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inf","content":"<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA</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\">\nBig tech-led equity inflows fuelling 'mother-of-all asset bubbles': BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-19 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.</p><p>Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.</p><p>Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.</p><p>Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.</p><p>Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306002","content_text":"LONDON (Reuters) - A record rush to big technology stocks saw equity funds bagging $27.8 billion inflows last week with the ongoing ultra-easy monetary policy creating the “mother-of-all asset bubbles”, BofA said on Friday.Global market capitalisation has risen $50 trillion, or $6.2 billion per hour, since last March, almost ten times faster than the pace seen in the immediate aftermath of the 2008 global financial crisis, the U.S. investment bank said.Big tech attracted a record $19 billion inflows in the last six weeks. Bond funds took in $12.6 billion in the week to Wednesday, BofA’s flow data showed.Outflows of just $300 million marked the largest drawdown in emerging markets debt since July 2020, while emerging market stock funds saw $5.3 billion inflows.Meanwhile, surging inflation expectations has led to real assets outperforming financial assets so far in 2021, prompting investors to pour $1.2 billion into Treasury inflation-protected securities (TIPS).","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}