EliY personal page - To The Moon

EliY

EliY

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2022-08-17

$Innerscope Hearing Technologies, Inc.(INND)$it's been too long..... 🚀 first buy was at 0.3+ 😣

2022-02-17

$Zomedica Pharmaceuticals Corp.(ZOM)$What’sup with the increase???

2022-02-04

$Cenntro Ltd(NAKD)$pls go up

2022-02-04

Fun!

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-08-26

$Zomedica Pharmaceuticals Corp.(ZOM)$Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha

2021-08-10

$Innerscope Hearing Technologies, Inc.(INND)$Can you get any lower..: [Cry] why is it still like that after going pink current!!!

2021-08-06

W

Toplines Before US Market Open On Friday

2021-07-31

$Senseonics(SENS)$up moreeeee

2021-07-27

$Innerscope Hearing Technologies, Inc.(INND)$When will you go up.....

2021-07-23

A

How to invest as the Delta variant takes hold

2021-07-21

Hey

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-07-19

A

Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual

2021-07-12

$Naked Brand(NAKD)$has the position ratio in my portfolio cos I kept averaging.. but still losing ?

2021-07-06

$Meta Materials Inc.(MMAT)$Faith in MMAT!

2021-07-06

?

Sorry, the original content has been removed

2021-06-30

$Exela Technologies, Inc.(XELA)$Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but... Finally got out but at loss [Cry]

2021-06-30

$Exela Technologies, Inc.(XELA)$I was still making profits a while ago...

2021-06-30

Cool

Breaking down the trillion-dollar club now that Facebook is a member. The best one to own from here

2021-06-29

Hehe

Sorry, the original content has been removed

2021-06-26

$Naked Brand(NAKD)$What’s with the sudden increase w NAKD? Not complaining hehe it’s good news ?

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>it's been too long..... 🚀 first buy was at 0.3+ 😣","listText":"<a href=\"https://ttm.financial/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>it's been too long..... 🚀 first buy was at 0.3+ 😣","text":"$Innerscope Hearing Technologies, Inc.(INND)$it's been too long..... 🚀 first buy was at 0.3+ 😣","images":[{"img":"https://community-static.tradeup.com/news/e53c406114a0eb11a543a781e1ba2029","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993876386","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9094880025,"gmtCreate":1645109107647,"gmtModify":1676533998065,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>What’sup with the increase???","listText":"<a href=\"https://ttm.financial/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>What’sup with the increase???","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$What’sup with the increase???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094880025","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098012611,"gmtCreate":1643967992865,"gmtModify":1676533877226,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NAKD\">$Cenntro Ltd(NAKD)$</a>pls go up","listText":"<a href=\"https://ttm.financial/S/NAKD\">$Cenntro Ltd(NAKD)$</a>pls go up","text":"$Cenntro Ltd(NAKD)$pls go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098012611","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091702229,"gmtCreate":1643936627190,"gmtModify":1676533873557,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Fun!","listText":"Fun!","text":"Fun!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091702229","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837454171,"gmtCreate":1629907701093,"gmtModify":1676530170387,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha","images":[{"img":"https://static.tigerbbs.com/5c94d0dd80abec6288a0725dddd0000b","width":"828","height":"1434"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/837454171","isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573184649723588","authorIdStr":"3573184649723588"},"content":"hehe told you all will rocket today ??????","text":"hehe told you all will rocket today ??????","html":"hehe told you all will rocket today ??????"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896436202,"gmtCreate":1628600111906,"gmtModify":1676529792223,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>Can you get any lower..: [Cry]&nbsp;why is it still like that after going pink&nbsp;current!!!","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>Can you get any lower..: [Cry]&nbsp;why is it still like that after going pink&nbsp;current!!!","text":"$Innerscope Hearing Technologies, Inc.(INND)$Can you get any lower..: [Cry] why is it still like that after going pink current!!!","images":[{"img":"https://static.tigerbbs.com/e22e15798a35c873765f830264ef46d0","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/896436202","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":893860708,"gmtCreate":1628255447504,"gmtModify":1703504038904,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"W","listText":"W","text":"W","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/893860708","repostId":"1181051774","repostType":4,"repost":{"id":"1181051774","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628251057,"share":"https://ttm.financial/m/news/1181051774?lang=&edition=fundamental","pubTime":"2021-08-06 19:57","market":"us","language":"en","title":"Toplines Before US Market Open On Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1181051774","media":"Tiger Newspress","summary":"Payrolls data exceed estimates; U.S. index futures mixed.\nNonfarm payrolls increase 943,000 in July ","content":"<ul>\n <li>Payrolls data exceed estimates; U.S. index futures mixed.</li>\n <li><b>Nonfarm payrolls increase 943,000 in July vs. 845,000 estimate.</b></li>\n <li>Futures : Dow &nbsp;up&nbsp;0.04%, S&amp;P up&nbsp;0.03%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> down&nbsp;0.12%.</li>\n <li>Oil prices rose on Friday.</li>\n <li>Didi Global,&nbsp;Beyond Meat,&nbsp;Virgin Galactic&nbsp;made&nbsp;the&nbsp;biggest moves premarket.</li>\n</ul>\n<p><i><b>(Update: Aug 6, 2021 at 08:41 a.m. ET)</b></i></p>\n<p>(Aug 6)&nbsp;U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.</p>\n<p>At 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&amp;P 500 E-minis were up 1.5&nbsp;points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.</p>\n<p><img src=\"https://static.tigerbbs.com/be7901a56ec3778de82d93af12829dfd\" tg-width=\"1242\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>1)&nbsp;Canopy Growth(CGC)</b> – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.</p>\n<p><b>2)&nbsp;Gannett(GCI) </b>– The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.</p>\n<p><b>3)&nbsp;DraftKings(DKNG)</b> – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.</p>\n<p><b>4)&nbsp;Novavax(NVAX)</b> – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.</p>\n<p><b>5)&nbsp;Didi Global(DIDI)</b> – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.</p>\n<p><b>6)&nbsp;Zillow Group(ZG)</b> - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.</p>\n<p><b>7)&nbsp;Virgin Galactic(SPCE)</b> – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.</p>\n<p><b>8)&nbsp;Beyond Meat(BYND)</b> – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.</p>\n<p><b>9)&nbsp;Dropbox(DBX) </b>– Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.</p>\n<p><b>10)&nbsp;Cornerstone OnDemand(CSOD) </b>– Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.</p>\n<p><b>11)&nbsp;Zynga(ZNGA) </b>– Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.</p>\n<p><b>12)&nbsp;Carvana(CVNA) </b>– Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.</p>\n<p><b>13)&nbsp;Yelp(YELP)</b> – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.</p>\n<p><b>In FX,</b> the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .</p>\n<p>“EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”</p>\n<p><b>In rates, </b>treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.&nbsp; Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.</p>\n<p><b>In commodities,</b> oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.</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>Toplines Before US Market Open On Friday</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\">\nToplines Before US Market Open On Friday\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\">2021-08-06 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Payrolls data exceed estimates; U.S. index futures mixed.</li>\n <li><b>Nonfarm payrolls increase 943,000 in July vs. 845,000 estimate.</b></li>\n <li>Futures : Dow &nbsp;up&nbsp;0.04%, S&amp;P up&nbsp;0.03%, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> down&nbsp;0.12%.</li>\n <li>Oil prices rose on Friday.</li>\n <li>Didi Global,&nbsp;Beyond Meat,&nbsp;Virgin Galactic&nbsp;made&nbsp;the&nbsp;biggest moves premarket.</li>\n</ul>\n<p><i><b>(Update: Aug 6, 2021 at 08:41 a.m. ET)</b></i></p>\n<p>(Aug 6)&nbsp;U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.</p>\n<p>At 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&amp;P 500 E-minis were up 1.5&nbsp;points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.</p>\n<p><img src=\"https://static.tigerbbs.com/be7901a56ec3778de82d93af12829dfd\" tg-width=\"1242\" tg-height=\"489\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Stocks making the biggest moves premarket:</b></p>\n<p><b>1)&nbsp;Canopy Growth(CGC)</b> – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.</p>\n<p><b>2)&nbsp;Gannett(GCI) </b>– The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.</p>\n<p><b>3)&nbsp;DraftKings(DKNG)</b> – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.</p>\n<p><b>4)&nbsp;Novavax(NVAX)</b> – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.</p>\n<p><b>5)&nbsp;Didi Global(DIDI)</b> – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.</p>\n<p><b>6)&nbsp;Zillow Group(ZG)</b> - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.</p>\n<p><b>7)&nbsp;Virgin Galactic(SPCE)</b> – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.</p>\n<p><b>8)&nbsp;Beyond Meat(BYND)</b> – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.</p>\n<p><b>9)&nbsp;Dropbox(DBX) </b>– Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.</p>\n<p><b>10)&nbsp;Cornerstone OnDemand(CSOD) </b>– Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.</p>\n<p><b>11)&nbsp;Zynga(ZNGA) </b>– Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.</p>\n<p><b>12)&nbsp;Carvana(CVNA) </b>– Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.</p>\n<p><b>13)&nbsp;Yelp(YELP)</b> – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.</p>\n<p><b>In FX,</b> the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .</p>\n<p>“EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”</p>\n<p><b>In rates, </b>treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.&nbsp; Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.</p>\n<p><b>In commodities,</b> oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181051774","content_text":"Payrolls data exceed estimates; U.S. index futures mixed.\nNonfarm payrolls increase 943,000 in July vs. 845,000 estimate.\nFutures : Dow  up 0.04%, S&P up 0.03%, Nasdaq down 0.12%.\nOil prices rose on Friday.\nDidi Global, Beyond Meat, Virgin Galactic made the biggest moves premarket.\n\n(Update: Aug 6, 2021 at 08:41 a.m. ET)\n(Aug 6) U.S. stock futures wavered Friday ahead of quarterly earnings and a jobs report that will give insights into the pace of business activity andthe economic rebound.\nAt 08:41 a.m. ET, Dow E-minis were up 13 points, or 0.04%, S&P 500 E-minis were up 1.5 points, or 0.03% and Nasdaq 100 E-minis fell 17.75 points, or 0.12%.\n\nStocks making the biggest moves premarket:\n1) Canopy Growth(CGC) – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts.\n2) Gannett(GCI) – The USA Today publisher earned 10 cents per share for its latest quarter, compared with forecasts of a 36 cents per share loss. Revenue also topped Wall Street forecasts. The company saw digital subscriber numbers jump 41% from a year earlier, and the stock rallied 6.3% in the premarket.\n3) DraftKings(DKNG) – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user.\n4) Novavax(NVAX) – Novavax shares tumbled 11.7% in premarket trading after the drugmaker said it would delay seeking emergency use authorization for its Covid-19 vaccine until the fourth quarter. Novavax also posted a wider-than-expected loss and saw revenue fall below Wall Street forecasts.\n5) Didi Global(DIDI) – Didi gained 4.1% in premarket action, following a Bloomberg report saying the China-based ride-hailing company was considering giving up control of its data to help resolve a regulatory probe by the Chinese government.\n6) Zillow Group(ZG) - Zillow reported adjusted quarterly earnings of 44 cents per share, 20 cents above estimates, with the real estate website operator’s revenue above estimates as well. Zillow also gave an upbeat growth forecast, as it scales up its home-flipping business, and said it expects sales this quarter to exceed $2 billion for the first time. Zillow added 1.8% in the premarket.\n7) Virgin Galactic(SPCE) – Virgin Galactic lost 39 cents per share for its latest quarter, 6 cents more than expected, though the space flight company did report much better-than-expected revenue. It also announced it will sell seats for space tourism flights at $450,000 and up. The stock was up 3.1% in premarket trading.\n8) Beyond Meat(BYND) – Beyond Meat slid 3.7% in premarket action after it reported a quarterly loss of 31 cents per share, 7 cents wider than expected. Revenue for the maker of plant-based meat alternatives did come in above Street forecasts, but it gave a cautious outlook due to “more conservative” orders by its customers due to Covid-related uncertainty.\n9) Dropbox(DBX) – Dropbox shares gained 3.5% in premarket trading after its adjusted earnings of 40 cents per share beat estimates by 7 cents and the cloud storage company’s revenue came in above forecasts as well.\n10) Cornerstone OnDemand(CSOD) – Cornerstone agreed to be bought out by private equity firm Clearlake Capital Group. Clearlake will pay about $3.8 billion, or $57.50 per share in cash for the cloud computing firm. Cornerstone surged 13.3% in the premarket.\n11) Zynga(ZNGA) – Zynga shares plunged 15.8% in the premarket after the mobile gaming company gave a disappointing full-year forecast, anticipating a slowdown in gaming. Zynga also reported adjusted quarterly earnings of 4 cents per share, 5 cents shy of estimates, with revenue below estimates as well.\n12) Carvana(CVNA) – Carvana shares rallied 11.3% in premarket trading after the online used-car retailer posted an unexpected profit – its first ever - for its latest quarter. The company’s revenue also exceeded analyst forecasts by a wide margin. Auto sales, in general, have enjoyed a boom in demand since the pandemic began last year.\n13) Yelp(YELP) – Yelp earned 5 cents per share for its latest quarter, compared with consensus forecasts for a 9 cents per share loss. The online review site operator also reported better-than-expected revenue and boosted its full-year forecast as ad revenue continues to strengthen. Shares surged 12.9% in premarket action.\nIn FX, the Bloomberg Dollar Spot Index was up 0.2%; the dollar rallied ahead of key U.S. jobs data that’s set to put a focus on the Federal Reserve’s policy outlook amid calls from officials to pare bond purchases. The greenback strengthened against all its G-10 peers, with the euro and the Norwegian krone among the biggest decliners. “A strong U.S. jobs number today should see the U.S. money market rates continue to work their way back to the highs seen in early July. This should support the dollar against the low- yielders of JPY and EUR,” said ING analysts including Chris Turner. Thursday’s release showing a second weekly drop in U.S. jobless claims stoked expectations for strong payrolls data and ignoring the huge ADP payrolls miss. Short-term accounts are carrying short AUD/USD positions into the report, according to FX traders. The Thai baht led losses among emerging markets currencies, emblematic of how a surge in coronavirus infections and deaths in some countries around the world is hitting confidence in their currencies and economies. Turkey's lira was down 0.8% in its fourth straight day of losses .\n“EUR/USD is dropping toward 1.18 as short-term U.S. rates creeps higher before NFP,” say Danske Bank analysts including Jens Naervig Pedersen. “An ongoing strengthening of the labor market combined with rising inflation as the CPI-numbers are published next week is significant for the monetary policy outlook as shown by the recent hawkish comments from Fed’s vice chairman Clarida regarding tapering and rate hikes”\nIn rates, treasuries traded heavy across long-end of the curve, with the bear steepening move extended following large block sale in ultra-long bond futures shortly after 6am ET. 10-Year Treasury yields rose u to around 1.255%, cheaper by 3.2bp on the day and underperforming bunds by 1.5bp; long-end led losses steepens 2s10s, 5s30s spread by 2.3bp and 1.6bp on the day.  Pockets of selling also emerged during Asia session as futures drifted lower, leaving yields cheaper by up to 4bp across long-end ahead of 8:30am ET July jobs report.\nIn commodities, oil prices rose on Friday but were still set for their biggest weekly loss since October after falls earlier in the week triggered by rising COVID-19 cases and a surprise build in U.S. crude stockpiles. WTI crude was $69.99 a barrel, up 0.47%. Brent crude traded at $72.22 per barrel, up 1.29%. The stronger dollar and potential for higher yields hurt gold with the spot price down 0.41% at $1,796.52. Ether the world's second largest cryptocurrency dropped 3% a day after a major software upgrade to its underlying ethereum blockchain, which is expected to stabilise transaction fees and reduce supply of the token.","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806513935,"gmtCreate":1627668205527,"gmtModify":1703494461315,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>up moreeeee","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>up moreeeee","text":"$Senseonics(SENS)$up moreeeee","images":[{"img":"https://static.tigerbbs.com/58244052032367e2e3daa0c9ba92c3c2","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806513935","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803907049,"gmtCreate":1627399407881,"gmtModify":1703489271393,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>When will you go up.....","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>When will you go up.....","text":"$Innerscope Hearing Technologies, Inc.(INND)$When will you go up.....","images":[{"img":"https://static.tigerbbs.com/02d53d4a9f5c01be6bbf758a5c6cef7a","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803907049","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172494628,"gmtCreate":1626970318464,"gmtModify":1703481715088,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/172494628","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://ttm.financial/m/news/1154266565?lang=&edition=fundamental","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</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>How to invest as the Delta variant takes hold</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\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176817530,"gmtCreate":1626876025420,"gmtModify":1703479754577,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Hey","listText":"Hey","text":"Hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/176817530","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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 Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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 Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171910203,"gmtCreate":1626701999902,"gmtModify":1703763611212,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171910203","repostId":"1146536243","repostType":4,"repost":{"id":"1146536243","kind":"news","pubTimestamp":1626683272,"share":"https://ttm.financial/m/news/1146536243?lang=&edition=fundamental","pubTime":"2021-07-19 16:27","market":"us","language":"en","title":"Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual","url":"https://stock-news.laohu8.com/highlight/detail?id=1146536243","media":"zerohedge","summary":"This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","content":"<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.</p>\n<p>The debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.</p>\n<p>But 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.</p>\n<p>Instead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.</p>\n<p>Was last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.</p>\n<p>If it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are.&nbsp;If a lot of 'normal' cycle behavior has played out so far, it should&nbsp;<i>continue</i>&nbsp;to do so.</p>\n<p>Specifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see&nbsp;The Growth Scare Anniversary, July 11, 2021).</p>\n<p>Because one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.<b>It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.</b></p>\n<p><img src=\"https://static.tigerbbs.com/41879c4f66b33597ee236bdd52841004\" tg-width=\"904\" tg-height=\"490\" referrerpolicy=\"no-referrer\">Thisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',<b>and since 1980, it has taken an average of 35 months to get there after 'downturn' ends</b>. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.<b>It also hints at another possibility:&nbsp;this hotter cycle could be shorter.</b>This is our thesis, and it’s showing up in our quantitative measure.</p>\n<p>All this has a number of implications:</p>\n<ul>\n <li><b>The shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases</b>. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.</li>\n <li><b>In many of those periods, more mixed credit performance occurs despite default rates remaining low</b>. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.</li>\n <li><b>In equities, we think that our model supports more balance in portfolios</b>. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.</li>\n <li><b>Interest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model</b>. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.</li>\n</ul>\n<p>This cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.</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>Morgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual</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\">\nMorgan Stanley: This Cycle Will Be \"Hotter But Shorter\" Than Usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle '...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-cycle-will-be-hotter-shorter-usual","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146536243","content_text":"We think that this economic cycle will be normal, strong and short. Each of these assumptions is being hotly debated by the market. Each is key to our investment strategy.\nThe debate over cycle 'normalcy' is self-explanatory. The pandemic created, without exaggeration, the single sharpest decline in output in recorded history. Then activity raced back, helped by policy support. The case for viewing this situation as unique, and distinct from other cyclical experiences, is based on the view that a fall and rise this violent never allowed for a traditional 'reset'.\nBut 'normal' in markets is a funny concept, with the rough edges of memory often smoothed and polished by the passage of time. The cycle of 2003-07 ended with the largest banking and housing crisis since the Great Depression. The cycle of 1992-2000 ended with the bursting of an enormous equity bubble, widespread accounting fraud and unspeakable tragedy. 'Normal' cycles are nice in theory, harder in practice.\nInstead, let’s consider why we use the term ‘cycle’ at all. Economies and markets tend to follow cyclical patterns, patterns that tend to show up in market performance. It is those patterns we care about, and if they still apply, they can provide a useful guide in uncertain terrain.\nWas last year’s recession preceded by late-cycle conditions such as an inverted yield curve, low volatility, low unemployment, high consumer confidence and narrowing equity market breadth? It was. Did the resulting troughs in equities, credit, yields and yield curves match the usual cadence between market and economic lows? They did. And were the leaders of the ensuing rally the usual early-cycle winners, like small and cyclical stocks, high yield credit and industrial metals? They were.\nIf it walks like a duck and quacks like a duck, we think that it’s a normal cycle. Or as normal as these things realistically are. If a lot of 'normal' cycle behavior has played out so far, it should continue to do so.\nSpecifically, this relates to patterns of performance as the market recovers. And as that recovery advances, those patterns should shift. As noted by my colleague Michael Wilson, we think that we are moving to a mid-cycle market, despite being just 16 months removed from the lows of economic activity. We see a number of similarities between current conditions and 1H04, a mid-cycle period that followed a large, reflationary rally. And importantly, despite recent fears about growth, we think that the global recovery will keep pushing on (see The Growth Scare Anniversary, July 11, 2021).\nBecause one can always find an indicator that fits their particular cycle view, we’ve long been fans of a composite. That’s our ‘cycle model’, which combines ten US metrics across macro, the credit cycle and corporate aggression to gauge where we are in the market cycle. After moving into late-cycle ‘downturn’ in June 2019, and early-cycle ‘repair’ in April 2020, it’s rocketed higher.It has risen so fast that it’s blown right past what should be the next phase ('recovery'), and moved right into ‘expansion’.\nThisis unusual. ‘Expansion’ is meant to capture conditions that are 'better than normal, and improving',and since 1980, it has taken an average of 35 months to get there after 'downturn' ends. Its speedy arrival speaks to a speedy recovery powered by enormous policy support.It also hints at another possibility: this hotter cycle could be shorter.This is our thesis, and it’s showing up in our quantitative measure.\nAll this has a number of implications:\n\nThe shorter the cycle, the worse for credit relative to other risky assets; credit enjoys fewer of the gains from the 'boom', is exposed if the next downturn is early, and faces more supply as corporate confidence increases. In the ‘expansion’ phase of our cycle model, US IG and HY credit N12M excess returns are 29bp and 161bp worse than average, respectively.\nIn many of those periods, more mixed credit performance occurs despite default rates remaining low. Investors should try to take default risk over spread risk: our credit strategists like owning CDX HY 0-15%, and hedging with CDX IG payer spreads.\nIn equities, we think that our model supports more balance in portfolios. We like healthcare in both the US and Europe as a sector with several nice factor exposures: quality, low valuation, high carry and low volatility. Globally, equities in Europe and Japan have tended to outperform 'mid-cycle', and we think that they can do so again.\nInterest rates are too pessimistic on the recovery. US 10-year Treasury N12M returns are 97bp worse than average during the ‘expansion’ phase of our cycle model. Guneet Dhingra and our US interest rate strategy team have moved underweight US 10-year Treasuries, and we in turn have moved back underweight government bonds in our global asset allocation.\n\nThis cycle is unusual. Most 'normal' cycles are. We think that the recovery is sustainable and more likely to be ‘hotter and shorter’. Sell Treasuries and trust the expansion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146416709,"gmtCreate":1626096426301,"gmtModify":1703753257555,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>has the&nbsp;position ratio in my portfolio cos I kept averaging.. but still losing ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>has the&nbsp;position ratio in my portfolio cos I kept averaging.. but still losing ?&nbsp;","text":"$Naked Brand(NAKD)$has the position ratio in my portfolio cos I kept averaging.. but still losing ?","images":[{"img":"https://static.tigerbbs.com/5811ed25b404ed84a3fbde9fbf79487a","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146416709","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157297792,"gmtCreate":1625582627216,"gmtModify":1703744392678,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Faith in MMAT!&nbsp;","listText":"<a href=\"https://laohu8.com/S/MMAT\">$Meta Materials Inc.(MMAT)$</a>Faith in MMAT!&nbsp;","text":"$Meta Materials Inc.(MMAT)$Faith in MMAT!","images":[{"img":"https://static.tigerbbs.com/254f2cfc67be580094950d342547d136","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157297792","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157293097,"gmtCreate":1625582438119,"gmtModify":1703744381779,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"?&nbsp;","listText":"?&nbsp;","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157293097","repostId":"1142505116","repostType":4,"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151357373,"gmtCreate":1625065021792,"gmtModify":1703735345011,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but...&nbsp;Finally got out but at loss [Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but...&nbsp;Finally got out but at loss [Cry]&nbsp;","text":"$Exela Technologies, Inc.(XELA)$Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but... Finally got out but at loss [Cry]","images":[{"img":"https://static.tigerbbs.com/4ac16ff665b889ff9cbaf86956d27dd1","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/151357373","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153746928,"gmtCreate":1625053964464,"gmtModify":1703734926781,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>I was still making profits a while ago...","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>I was still making profits a while ago...","text":"$Exela Technologies, Inc.(XELA)$I was still making profits a while ago...","images":[{"img":"https://static.tigerbbs.com/1bc4155999a538597b43fc005f30266b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153746928","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153404161,"gmtCreate":1625040627453,"gmtModify":1703850700507,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153404161","repostId":"1168521489","repostType":4,"repost":{"id":"1168521489","kind":"news","pubTimestamp":1625039491,"share":"https://ttm.financial/m/news/1168521489?lang=&edition=fundamental","pubTime":"2021-06-30 15:51","market":"us","language":"en","title":"Breaking down the trillion-dollar club now that Facebook is a member. The best one to own from here","url":"https://stock-news.laohu8.com/highlight/detail?id=1168521489","media":"CNBC","summary":"Facebook just joined the exclusive trillion-dollar club, and CNBC Pro broke down where these valuabl","content":"<div>\n<p>Facebook just joined the exclusive trillion-dollar club, and CNBC Pro broke down where these valuable members are headed next.\nThe trillion-dollar club — which includes the five stocks with a market ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/29/breaking-down-the-trillion-dollar-club-now-that-facebook-is-a-member-the-best-one-to-own-from-here.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>Breaking down the trillion-dollar club now that Facebook is a member. The best one to own from here</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\">\nBreaking down the trillion-dollar club now that Facebook is a member. The best one to own from here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 15:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/29/breaking-down-the-trillion-dollar-club-now-that-facebook-is-a-member-the-best-one-to-own-from-here.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook just joined the exclusive trillion-dollar club, and CNBC Pro broke down where these valuable members are headed next.\nThe trillion-dollar club — which includes the five stocks with a market ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/29/breaking-down-the-trillion-dollar-club-now-that-facebook-is-a-member-the-best-one-to-own-from-here.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.cnbc.com/2021/06/29/breaking-down-the-trillion-dollar-club-now-that-facebook-is-a-member-the-best-one-to-own-from-here.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1168521489","content_text":"Facebook just joined the exclusive trillion-dollar club, and CNBC Pro broke down where these valuable members are headed next.\nThe trillion-dollar club — which includes the five stocks with a market capitalization of more than $1 trillion — is made up of Apple,Microsoft,Amazon, Google-parent Alphabet and its newest member,Facebook.\nOn Monday, Facebook shares rose more than 4% following a court decision that dismissed both federal and state antitrust complaints against the social media giant. The stock’s jump pushed the social media company’s market value above $1 trillion.\nCNBC Pro screened for what Wall Street analysts expect for the five companies over the next year. Based on average 12-month price targets, Amazon is expected to rally the most with an average upside of 24%, which would bring the e-commerce giant’s market valuation to $2.22 trillion in the next year, according to FactSet.\nAmazon is forecast to nearly eclipse software giant Microsoft, which is expected to be worth $2.27 trillion a year from now.\n\nAmazon — a major beneficiary of the pandemic — saw its sales surge 44% in the first quarter. Earnings and revenue also blew past analyst estimates.\n“We believe Amazon is well positioned as the market leader in e-commerce and public cloud, where the secular shifts remain early,” JPMorgan equity analyst Doug Anmuth told clients in a recent note. “We believe Amazon’s flexibility in pushing first-party vs. third- party inventory and its Prime offering both serve as major advantages in its retail business, and its multi-year head starting the cloud has led to a 40%+ AWS global market share.”\nAnmuth also said Amazon is starting to show more profit, with its high-growing AWS and Advertising revenue streams also its most profitable.\nWall Street sees Apple keeping the No. 1 spot and gaining nearly 17% in the next 12 months, which would bring the Tim Cook-led tech giant to a market capitalization of $2.67 trillion.\nApple reported a blowout first quarter, announcing company wide sales up 54% higher than last year, and posting significantly stronger profits than Wall Street expected.\nLast week, Morgan Stanley’s Apple analyst Katy Huberty — Institutional Investor’s No. 1 ranked analyst in 2020 for technology hardware — said Apple is a great long-term buying opportunity at its current level.\n“We believe the current valuation presents a good long-term buying opportunity,” said Huberty, who has an outperform rating on Apple.\n$2 trillion for Google?\nGoogle-parent Alphabet is forecast to rally nearly 14% in the next 12 months to a market capitalization of nearly $2 trillion.\n“We see Alphabet as one of the tech industry’s leaders, along with Facebook, Apple, Amazon, and Microsoft,” Argus analyst Joseph Bonner told clients. “These companies have come to dominate new developments in mobile, public cloud, and big data analytics, as well as emerging areas such as artificial intelligence and virtual/augmented reality.”\nBonner said that although Alphabet is facing antitrust investigations in the U.S. and internationally, the cases will take years to play out in court and could be difficult to prove. New legislation, while a threat, may also face difficulty in a divided U.S. Congress, according to Argus.\nMost notably, Google is quickly recovering from a Covid-19-induced advertising slump. Alphabet easily topped expectations for earnings and revenue in the first quarter, and YouTube’s advertising business was strong.\n“We see continued momentum as e-commerce and digital advertising have burgeoned with economic recovery,” Bonner said. “GOOGL shares appear attractively valued given the company’s rapidly expanding businesses.”\nNew member love\nFacebook is expected to gain about 9% in the next year toward a market capitalization of $1.14 trillion, according to FactSet’s collection of analysts’ targets.\nFacebook beat on both earnings and revenue in the first quarter. Revenue rose 48% since last year due to higher price ads, the company said. Facebook attributed its massive revenue growth to a 30% increase in the average price per ad, as well as a 12% increase in number of ads shown.\nFacebook derives nearly all of its revenue from personalized advertisements that are shown to users of the Facebook and Instagram social networks. The company also has a burgeoning hardware business where it is building products like the Portal video-calling device, Oculus virtual-reality headsets and smart glasses, which are set to be released sometime in 2021.\nFacebook held its initial public offering in May 2012, debuting with a market cap of $104 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159543307,"gmtCreate":1624975347509,"gmtModify":1703849243133,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159543307","repostId":"2147343850","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125924177,"gmtCreate":1624642587699,"gmtModify":1703842700859,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>What’s with the sudden increase w NAKD? Not complaining hehe it’s good news ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>What’s with the sudden increase w NAKD? Not complaining hehe it’s good news ?&nbsp;","text":"$Naked Brand(NAKD)$What’s with the sudden increase w NAKD? Not complaining hehe it’s good news ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125924177","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":837454171,"gmtCreate":1629907701093,"gmtModify":1676530170387,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$Up 30% but i’m still ay 34% loss ? dont know to laugh or cry hahaha","images":[{"img":"https://static.tigerbbs.com/5c94d0dd80abec6288a0725dddd0000b","width":"828","height":"1434"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/837454171","isVote":1,"tweetType":1,"viewCount":2364,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573184649723588","authorId":"3573184649723588","name":"许智玮","avatar":"https://static.tigerbbs.com/53b451d16cfc07005d49ebdffcd8a176","crmLevel":7,"crmLevelSwitch":0,"idStr":"3573184649723588","authorIdStr":"3573184649723588"},"content":"hehe told you all will rocket today ??????","text":"hehe told you all will rocket today ??????","html":"hehe told you all will rocket today ??????"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129848494,"gmtCreate":1624369667718,"gmtModify":1703834648234,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>I need youto hold on heaven is a place not too far away~ ??","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>I need youto hold on heaven is a place not too far away~ ??","text":"$Torchlight Energy Resources(TRCH)$I need youto hold on heaven is a place not too far away~ ??","images":[{"img":"https://static.tigerbbs.com/a946bfd26df4ba5da578e0f91982ae1e","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/129848494","isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":180599594,"gmtCreate":1623210316518,"gmtModify":1704198435645,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Almost sell off when sens kept hovering around 2.86-2.92.......... Thankfully I didn’t!!!! ??","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Almost sell off when sens kept hovering around 2.86-2.92.......... Thankfully I didn’t!!!! ??","text":"$Senseonics(SENS)$Almost sell off when sens kept hovering around 2.86-2.92.......... Thankfully I didn’t!!!! ??","images":[{"img":"https://static.tigerbbs.com/067149fbe82dd8ccbe59f88d1ef793fd","width":"828","height":"1590"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://ttm.financial/post/180599594","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582589591806883","authorId":"3582589591806883","name":"th3aYaM","avatar":"https://static.tigerbbs.com/2da38f724aef850367a46f638623b5d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3582589591806883","authorIdStr":"3582589591806883"},"content":"i want buy lei... i fomo ?","text":"i want buy lei... i fomo ?","html":"i want buy lei... i fomo ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":896436202,"gmtCreate":1628600111906,"gmtModify":1676529792223,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>Can you get any lower..: [Cry]&nbsp;why is it still like that after going pink&nbsp;current!!!","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>Can you get any lower..: [Cry]&nbsp;why is it still like that after going pink&nbsp;current!!!","text":"$Innerscope Hearing Technologies, Inc.(INND)$Can you get any lower..: [Cry] why is it still like that after going pink current!!!","images":[{"img":"https://static.tigerbbs.com/e22e15798a35c873765f830264ef46d0","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/896436202","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126302745,"gmtCreate":1624543612587,"gmtModify":1703839915893,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>[Cry]&nbsp;","text":"$Innerscope Hearing Technologies, Inc.(INND)$[Cry]","images":[{"img":"https://static.tigerbbs.com/a4e66898af5f9dab5be330b85cc43b72","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/126302745","isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569639162959237","authorId":"3569639162959237","name":"HAU3","avatar":"https://static.tigerbbs.com/4ef8cf2de397a16c24957289de1b0a09","crmLevel":2,"crmLevelSwitch":0,"idStr":"3569639162959237","authorIdStr":"3569639162959237"},"content":"I'm worst haaah","text":"I'm worst haaah","html":"I'm worst haaah"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117074594,"gmtCreate":1623111979018,"gmtModify":1704196206332,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Awesome!","listText":"Awesome!","text":"Awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/117074594","repostId":"1187003503","repostType":4,"repost":{"id":"1187003503","kind":"news","pubTimestamp":1623088169,"share":"https://ttm.financial/m/news/1187003503?lang=&edition=fundamental","pubTime":"2021-06-08 01:49","market":"us","language":"en","title":"Apple announces iOS 15 for iPhones with lots of new social features","url":"https://stock-news.laohu8.com/highlight/detail?id=1187003503","media":"cnbc","summary":"Apple's Worldwide Developers Conference  is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on Apple TV, iPads, Apple Watch and Macs, in an effort to lure the best developers to sink time and investment into building software for Apple's computers.The bigger question is whether Apple will announce new hardware products. Often, it saves its best launches for the fall, around when new iPhones come o","content":"<div>\n<p>Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.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>Apple announces iOS 15 for iPhones with lots of new social features</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple announces iOS 15 for iPhones with lots of new social features\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 01:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1187003503","content_text":"Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on Apple TV, iPads, Apple Watch and Macs, in an effort to lure the best developers to sink time and investment into building software for Apple's computers.The bigger question is whether Apple will announce new hardware products. Often, it saves its best launches for the fall, around when new iPhones come out. This year, it released new Mac computers and iPads in the spring. But, sometimes it reveals new computers that run on the latest software. This year, some rumors have suggested it may introduce new MacBook Pro laptops and possibly an update to the AirPods headphones.We'll have everything Apple announces in the live blog below.The event begins at 1 p.m. Eastern.Is the iPad a computer yet?I can’t tell you how many WWDCs I’ve sat through where Apple claimed it’s beefed up the multitasking capabilities of the iPad in order to make it function more like a regular laptop.And Apple did it again today. (See Kif’s early blog entry for more details.)But none of those updates matter if app developers don’t take advantage of these features. Historically, it’s been difficult for Apple to convince developers to take the iPad seriously as a computer replacement, which is why the tablets are still mostly used for consumption, not creation.It’s way better than it used to be. (In fact, I use my iPad more than I use my MacBook these days.) But there’s still a long way to go for the iPad to catch up to the MacBook.There’s an easier solution though: Just put a touchscreen on the MacBook. Please.--Steve KovachApple announces new iPad software called iPadOS 15 that lets you do more at onceiPadOS Source: AppleApple announced new iPad software called iPadOS 15.IPadOS 15 includes new ways to rearrange iPad apps, put widgets on the home screen and the App Library feature, formerly iPhone exclusive, that automatically organizes apps.Apple also introduced a new multitasking interface that makes it easier to put two apps side by side on the iPad screen.The Apple notes app has been updated to better interface with other apps. One feature, called Quick Notes, lets users jot notes using the Apple Pencil, a stylus.A new version of the Translate app for iPads allows users to speak and have the discussion translated on-screen in real time.Apple’s app for learning how to code, Swift Playgrounds, can now build full apps, which can be submitted to the App Store Apple said.— Kif LeswingApple’s AirPods headphones can now be used to improve hearingA new feature coming to AirPods called “Conversation Boost” helps people better understand who they’re talking to in real time in a busy environment. Users can also adjust ambient background noise levels to help improve audio. Siri will also soon read important notifications, if you want it to, instead of just incoming calls and messages. — Kif LeswingApple Maps gets big new update with more city details and 3D modelsApple is updating its maps software with new 3D data. It now includes turning lanes and other road conditions. It is expanding to Spain, Portugal, Italy and Australia later this year, Apple said.— Kif LeswingIf you thought Facebook was angry with Apple before today...The slew of new communication features Apple announced for iOS 15 on Monday are sure to have Mark Zuckerberg’s blood boiling over atFacebookheadquarters.In effect, these new features build a closed-off social network for Apple, letting you share Apple News stories, Apple Music tracks and even hold FaceTime video chats with non-iPhone users.Zuckerberg has already said he considers Apple a major competitor because of iMessage. Now Apple is building out even more social features natively into iOS. And, of course, Apple will be able to promote the privacy of these social features, unlike Facebook.--Steve KovachApple announces iOS 15, newest version of iPhone’s softwareApple’s senior vice president in charge of software, Craig Federighi, announced iOS 15, the latest version of the iPhone operating system. This software typically releases for most users alongside new iPhones in the fall, but developers and early adopters can start using it earlier, typically during the summer.iOS 15 includes:FaceTime improvements, including 3D audio, portrait mode to blur backgrounds, and a grid view to speak to multiple people at the same time. Apple will also allow users to send links to schedule individual FaceTime calls, like Zoom links. Users can also share their screens or music, through a new software feature called ShareTime.FaceTime calls are also now supported on Windows and Android through a browser, the first time that FaceTime has been supported across platforms.An iMessage redesign, which includes features that turns messaged photos into galleries.A new feature called “shared with you” saves links that people sent you and puts them in one place so users can address them later. It works with Apple Music, Safari, Apple Podcasts, Apple TV and Apple News. Users can pin important messages featuring content.Redesigned notifications, including a feature that collects users notifications into a custom summary of all the notifications the user may have missed. The notifications are ordered by priority, and notifications by people will not be included so they won’t be missed.Users who have turned on “do not disturb” or a new “focus” mode will have their status shared with other users, like an away message.Focus mode can hide any apps that you don’t want to distract you.Camera improvements, including a feature called Live Text that can automatically identify and scan text in photographs.Apple’s machine learning will also be able to identify elements in photos, such as location or whether there’s a pet in the scene. Apple’s system search, Spotlight, will search these elements.A feature called Memories will use machine learning to combine photos into relevant galleries or animations and sometimes add music from Apple Music.Apple is also updating expanding the Wallet app functionality to include corporate badges as well as keys to get into hotels and houses with smart homes.Apple is also going to support scanning U.S. IDs, such as drivers licenses, into their wallet. Apple says it is only supported in some states for now, and the TSA will accept the credential.Apple CEO Tim Cook kicks off WWDCAfter a short comedy video focusing on software developers, Apple CEO Tim Cook has kicked off the show from the company’s headquarters in Cupertino, California. He came out on stage to a virtual crowd of avatars.— Kif LeswingFacebook CEO Mark Zuckerberg needles Apple ahead of its conferenceFacebook CEOMark Zuckerberg needled Applehours before its WWDC conference was scheduled to kick off.In a short poston his Facebook page, Zuckerberg announced a new Facebook feature enabling users to tip social media personalities. He said Facebook isn’t charging until at least 2023, and when it does, it will take less than the 30% fee Apple charges iPhone apps using in-app purchases.“To help more creators make a living on our platforms, we’re going to keep paid online events, fan subscriptions, badges, and our upcoming independent news products free for creators until 2023. And when we do introduce a revenue share, it will be less than the 30% that Apple and others take,” Zuckerberg wrote.Apple’s developer conference this year takes place at an uncertain time in Apple developer relations. Apple needs computer software companies to make apps for its platforms, which in turn makes its products more attractive to users.WWDC is aimed at getting those software makers excited about Apple. But Epic Games, Facebook and other firms have complained that Apple’s App Store rules are too stringent and its 30% fee for digital purchases is too high.— Kif LeswingApple’s web store remains onlineApple has historically taken down its online store for a few hours during a big launch, signaling exciting new products being added and building hype. But on Monday, the store was still up 15 minutes before WWDC was scheduled to kick off, suggesting no new major products.— Kif LeswingApple should bring Mac features to iPads todayI hope to see Apple bring some of the software features from MacBooks to iPads today.Thelatest MacsandiPad Pros run on the same M1 processor, so there’s enough power on the high-end iPads for running apps in multiple windows, like you would on a traditional computer, and support for using an external display for any app.A report fromBloombergover the weekend suggested we’ll at least see improvements to iPad multitasking, so it seems like my wish is at least plausible.Apple has so far said it sees iPads and Macs as totally different devices with different use cases, so I don’t expect a complete merge of the operating systems.-- Todd HaseltonThe Apple-developer love fest is overIn normal times, WWDC is a love fest between Apple and the developers who keep itsmassively profitable App Store chugging along.But this year is going to be different. The disputes over App Store fees between Apple and big-name developers likeSpotifyhave spilled into the public view in recent months. That’s especially apparent with thelegal battle between Apple and Epic Games. The two companies went through a three-week trial last month, and the judge’s decision in the case could alter the power dynamics between Apple and app developers.In the past, developers remained quiet about their complaints with Apple’s App Store rules, lest they draw the ire of Tim Cook and company and risk their access to the App Store. But thanks to groups like theCoalition for App Fairnessand the overall anti-Big Tech sentiment in Western governments, developers now feel emboldened to make their complaints known.I’m most interested to see how Apple uses this year’s WWDC to highlight the benefits it can offer developers while still protecting one of its massive profit centers, the App Store.-- Steve Kovach","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181213277,"gmtCreate":1623395871399,"gmtModify":1704202459567,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Excited for tonight.... pls keep it UPPPPP ?","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Excited for tonight.... pls keep it UPPPPP ?","text":"$Senseonics(SENS)$Excited for tonight.... pls keep it UPPPPP ?","images":[{"img":"https://static.tigerbbs.com/e32e97005297d71c1cc50a71cc6b8a84","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/181213277","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572907325602131","authorId":"3572907325602131","name":"Xkuanx","avatar":"https://static.tigerbbs.com/e90936aad3336fa7f5cc5bc70cbab1fc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3572907325602131","authorIdStr":"3572907325602131"},"content":"Close at $5 later ?","text":"Close at $5 later ?","html":"Close at $5 later ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":181567968,"gmtCreate":1623402532554,"gmtModify":1704202633457,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$Tencent Music(TME)$</a>Up today?","listText":"<a href=\"https://laohu8.com/S/TME\">$Tencent Music(TME)$</a>Up today?","text":"$Tencent Music(TME)$Up today?","images":[{"img":"https://static.tigerbbs.com/4ca62de0460661f5c720889fd0facbf4","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/181567968","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176817530,"gmtCreate":1626876025420,"gmtModify":1703479754577,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Hey","listText":"Hey","text":"Hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/176817530","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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 Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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 Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160109786,"gmtCreate":1623773841745,"gmtModify":1703819116491,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>TO THE MOOOOOON ?","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>TO THE MOOOOOON ?","text":"$Torchlight Energy Resources(TRCH)$TO THE MOOOOOON ?","images":[{"img":"https://static.tigerbbs.com/69086b25594f3d794ec9492292f19348","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/160109786","isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":189896236,"gmtCreate":1623250196725,"gmtModify":1704199415531,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>Keep going up please!!!!!!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/INND\">$Innerscope Hearing Technologies, Inc.(INND)$</a>Keep going up please!!!!!!!&nbsp;","text":"$Innerscope Hearing Technologies, Inc.(INND)$Keep going up please!!!!!!!","images":[{"img":"https://static.tigerbbs.com/02e064c2e7231b727101d257a793be09","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/189896236","isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":151357373,"gmtCreate":1625065021792,"gmtModify":1703735345011,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but...&nbsp;Finally got out but at loss [Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but...&nbsp;Finally got out but at loss [Cry]&nbsp;","text":"$Exela Technologies, Inc.(XELA)$Should have got out when it broke even for me just now during open market... stubborn me diamond hands at wrong time again. Was hoping it would go up at postmarket but... Finally got out but at loss [Cry]","images":[{"img":"https://static.tigerbbs.com/4ac16ff665b889ff9cbaf86956d27dd1","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/151357373","isVote":1,"tweetType":1,"viewCount":1066,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":184502018,"gmtCreate":1623717704334,"gmtModify":1704209344209,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Should I keep or sell?m when the market opens again??","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>Should I keep or sell?m when the market opens again??","text":"$Senseonics(SENS)$Should I keep or sell?m when the market opens again??","images":[{"img":"https://static.tigerbbs.com/01206b45c2451f4fc0e4a3f011f1050b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/184502018","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122284259,"gmtCreate":1624623395971,"gmtModify":1703841958406,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>When are you going up ?","listText":"<a href=\"https://laohu8.com/S/ZOM\">$Zomedica Pharmaceuticals Corp.(ZOM)$</a>When are you going up ?","text":"$Zomedica Pharmaceuticals Corp.(ZOM)$When are you going up ?","images":[{"img":"https://static.tigerbbs.com/7ca4270fc80972a93b13b7e63a894484","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/122284259","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568774986804214","authorId":"3568774986804214","name":"Dylan5415","avatar":"https://static.tigerbbs.com/7237487a61be1e7c11ddfb77f9552111","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568774986804214","authorIdStr":"3568774986804214"},"content":"1.56 Passing by","text":"1.56 Passing by","html":"1.56 Passing by"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172494628,"gmtCreate":1626970318464,"gmtModify":1703481715088,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/172494628","repostId":"1154266565","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159543307,"gmtCreate":1624975347509,"gmtModify":1703849243133,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Hehe","listText":"Hehe","text":"Hehe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159543307","repostId":"2147343850","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123119620,"gmtCreate":1624411810260,"gmtModify":1703835846606,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>my price is 1.86... happy to be still making profits, but&nbsp;regretted holding for so long,&nbsp;thinking it will go up. Should I&nbsp;sell later&nbsp;or wait for dividend?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>my price is 1.86... happy to be still making profits, but&nbsp;regretted holding for so long,&nbsp;thinking it will go up. Should I&nbsp;sell later&nbsp;or wait for dividend?&nbsp;","text":"$Torchlight Energy Resources(TRCH)$my price is 1.86... happy to be still making profits, but regretted holding for so long, thinking it will go up. Should I sell later or wait for dividend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/123119620","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193395978,"gmtCreate":1620751980594,"gmtModify":1704347895759,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/193395978","repostId":"1148549916","repostType":4,"repost":{"id":"1148549916","kind":"news","pubTimestamp":1620718159,"share":"https://ttm.financial/m/news/1148549916?lang=&edition=fundamental","pubTime":"2021-05-11 15:29","market":"us","language":"en","title":"Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1148549916","media":"zerohedge","summary":"Hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World, the lowest level since last November and in the 3rd percentile vs. the past five years.","content":"<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S&nbsp; Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.</p><p><img src=\"https://static.tigerbbs.com/4c1d262955a001211ed92ecfceca5b3d\" tg-width=\"501\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p>What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,<b>overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,</b>while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).</p><p><img src=\"https://static.tigerbbs.com/8e8665b4387577b4f2b41e5791e348b3\" tg-width=\"1087\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p>Looking at the composition of hedge fund purchases,<b>the overall GS Prime book was modestly net bought again in the past week</b>(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.</p><p>Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes that<b>Info Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.</b>And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></p><p>Some more details from the Goldman reports:</p><ul><li>Info Tech, the worst performing sector this week,<b>was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.</b></li><li>Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis &amp; Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.</li><li>Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,<b>the lowest level since last November and in the 3rd percentile vs. the past five years.</b></li><li>From an industry group standpoint, hedge funds are still O/W Software &amp; Svcs by +4.7% (28th percentile) and U/W Semis &amp; Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectively</li></ul><p><img src=\"https://static.tigerbbs.com/9fd6a23b77549f58ef41bd23b5de74c0\" tg-width=\"656\" tg-height=\"385\" referrerpolicy=\"no-referrer\">And while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&amp;P 500,<b>which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years</b>.</p><ul><li>In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.</li><li>The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&amp;P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.</li></ul><p><img src=\"https://static.tigerbbs.com/f91bb2509f471f3239a9d3978a8a1581\" tg-width=\"656\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p><p></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>Hedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks</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\">\nHedge Fund Gross Leverage Hits All Time High As HFs Furiously Short Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 15:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NDX":"纳斯达克100指数",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/hedge-fund-gross-leverage-hits-all-time-high-hfs-furiously-short-tech-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148549916","content_text":"Hedge funds had another rough week according to Goldman's Prime Brokerage, with the GS Equity Fundamental L/S  Performance Estimate falling -1.68% between 4/30 and 5/6 (vs MSCI World TR -0.33%), driven by alpha of -1.11% – the worst weekly alpha in two months – and to a lesser extent beta of -0.57% (from market exposure and the market sensitivity factor combined). As a result, global fundamental equity L/S hedge funds lost almost two-thirds of their YTD gains in just the past week, bringing their total YTD return to just 0.97% in what is setting up as another dismal year for the 2 and 20 crowd.What is remarkable is just how sensitive to overall market beta the hedge fund space has become, and there is a reason for that: according to Goldman Prime,overall book Gross leverage rose +1.7 pts to 247.1%, the highest on record,while Net leverage fell -0.9 pts to 88.2% (not quite an all time high, but still 87th percentile).Looking at the composition of hedge fund purchases,the overall GS Prime book was modestly net bought again in the past week(+0.15 SDs), driven by risk-on flows as long buys outpaced short sales. Specifically, single Names were net bought while Macro Products (Index and ETF combined) were net sold. North America and to a lesser extent Europe were net bought driven by long buys, while DM Asia and EM Asia were net sold driven by short sales. 8 of 11 global sectors were net bought led in $ terms by Consumer Disc, Health Care, Staples and Real Estate, while Info Tech, Materials, and Financials were net sold.Meanwhile, continuing the trend first observed last weekwhen we noted that hedge funds shorted tech sharesfor 9 of the previous 10 days, Goldman notes thatInfo Tech saw the largest net selling in nine months as managers reduced exposure for a third straight week.And in a surprise reversal to months of bullishness on IT, GS Prime points out that hedge funds are currently Underweight Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.Some more details from the Goldman reports:Info Tech, the worst performing sector this week,was also by far the most net sold sector on the GS Prime book driven by short sales outpacing long buys 7 to 1.Info Tech stocks were net sold for a third straight week and saw the largest week/week $ net selling since last August (-1.6 SDs). Net trading flow diverged on a subsector level – Semis & Semi Equip, Software, and Electronic Equip were the most net sold, while Comm Equip and IT Services were the most net bought.Hedge funds are currently U/W Info Tech stocks by -1.4% vs. the MSCI World,the lowest level since last November and in the 3rd percentile vs. the past five years.From an industry group standpoint, hedge funds are still O/W Software & Svcs by +4.7% (28th percentile) and U/W Semis & Semi Equip and Tech Hardware by -1.6% (13th percentile) and -4.3% (18th percentile), respectivelyAnd while hedge funds shorted tech, the Goldman US Consumer Discretionary sector saw the largest net buying in three months driven by E-Commerce stocks. As a result, the GS Prime book is now O/W US Consumer Discretionary by +3.3% vs. the S&P 500,which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.In $ terms, Consumer Discretionary was the most net bought US sector on the GS Prime book this week, driven by risk-on flows with long buys outpacing short sales 4 to 1.The sector’s aggregate long/short ratio (MV) on the GS Prime book ended the week at 2.53, which is in the 2nd percentile vs. the past year and in the 77th percentile vs. the past five years. The GS Prime book is now O/W US Consumer Discretionary stocks by +3.3% vs. the S&P 500, which is in the 9th percentile vs. the past year and in the 50th percentile vs. the past five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806513935,"gmtCreate":1627668205527,"gmtModify":1703494461315,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>up moreeeee","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics(SENS)$</a>up moreeeee","text":"$Senseonics(SENS)$up moreeeee","images":[{"img":"https://static.tigerbbs.com/58244052032367e2e3daa0c9ba92c3c2","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806513935","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146416709,"gmtCreate":1626096426301,"gmtModify":1703753257555,"author":{"id":"3576498486893564","authorId":"3576498486893564","name":"EliY","avatar":"https://static.tigerbbs.com/d87b8d40fb7aafe8ee1aca53a265c5fe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576498486893564","authorIdStr":"3576498486893564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>has the&nbsp;position ratio in my portfolio cos I kept averaging.. but still losing ?&nbsp;","listText":"<a href=\"https://laohu8.com/S/NAKD\">$Naked Brand(NAKD)$</a>has the&nbsp;position ratio in my portfolio cos I kept averaging.. but still losing ?&nbsp;","text":"$Naked Brand(NAKD)$has the position ratio in my portfolio cos I kept averaging.. but still losing ?","images":[{"img":"https://static.tigerbbs.com/5811ed25b404ed84a3fbde9fbf79487a","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/146416709","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}