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2024-04-27

Great to know all these insights

2022-10-29

great//@Cedric77: IMHO - JP is a gd buy for this quater. Yes, uncertainty but the PE & PB Ratio are really favorable and attractive to investor. For finance and banks sectors looking at just PB Ratio will be more appropriate! ⚠️ Caution & know your risk b4 investing! From Investor Wallet : JPM Price is 124.260 USD today. 1 year JPMorgan Chase & Forecast: 229.66608198246 * 5 year JPMorgan Chase & Forecast: 897.556 *

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08-06

$MSTR 20250808 300.0 PUT$ view order details.

11-03

$AVGO 20251121 325.0 PUT$

09-25

$ORCL 20251017 255.0 PUT$ view order details.

09-21

$Meta Platforms, Inc.(META)$ this is a great performance

09-21

$Meta Platforms, Inc.(META)$ a huge profit from many sleepless night

10-01

$TSLA 20251107 350.0 PUT$ view order details.

09-04

$MSTR 20250912 225.0 PUT$ view order details.

10-28

$MU 20251114 185.0 PUT$ view order details.

08-27

$GOOG 20250926 185.0 PUT$ view order details.

09-10

$AAPL 20251017 200.0 PUT$ view order details.

12-01

$Microsoft(MSFT)$ nigh

10-27

$AMD 20251107 217.5 PUT$ view order details.

2022-10-19

Great

Earnings Outlooks Are Key to Determining If Stocks Hit Bottom

08-27

$GOOG 20250829 190.0 PUT$ view order details.

2022-12-09

Great

3 China Stocks That Could Rebound in 2023, According to Analysts

2022-12-07

Great

3 Stocks to Avoid This Week

2022-11-12

Great

Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration

2021-08-20

Great

S&P 500 ends with slim gain as tech strength offsets cyclical woes

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PUT$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/AMD 20251121 200.0 PUT\">$AMD 20251121 200.0 PUT$&nbsp;</a>","text":"$AMD 20251121 200.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/497345614282928","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495919743869864,"gmtCreate":1762104819573,"gmtModify":1762104822781,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20251114 360.0 PUT\">$TSLA 20251114 360.0 PUT$ </a> great","listText":"<a href=\"https://ttm.financial/OPT/TSLA 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href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$ </a> sales","text":"$Seatrium Ltd(5E2.SI)$ sales","images":[{"img":"https://community-static.tradeup.com/news/1a0e7999f195f9501f1a549b7968df91","width":"580","height":"1181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495919903916576","isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494086437052952,"gmtCreate":1761652769941,"gmtModify":1761652772684,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$UnitedHealth(UNH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494086437052952","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":493611330736800,"gmtCreate":1761533219585,"gmtModify":1761533222657,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AVGO 20251114 320.0 PUT\">$AVGO 20251114 320.0 PUT$ </a> hgrest","listText":"<a href=\"https://ttm.financial/OPT/AVGO 20251114 320.0 PUT\">$AVGO 20251114 320.0 PUT$ </a> hgrest","text":"$AVGO 20251114 320.0 PUT$ hgrest","images":[{"img":"https://community-static.tradeup.com/news/37cf13bc1e4ee132a94d89aea062f8fa","width":"580","height":"1181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493611330736800","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493611508036064,"gmtCreate":1761533185277,"gmtModify":1761533188730,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GE\">$GE Aerospace(GE)$ </a> happy⁴5","listText":"<a href=\"https://ttm.financial/S/GE\">$GE Aerospace(GE)$ </a> happy⁴5","text":"$GE Aerospace(GE)$ happy⁴5","images":[{"img":"https://community-static.tradeup.com/news/fc1327504d447b3e2e1f78cde7ec2664","width":"580","height":"1181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/493611508036064","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492009585864808,"gmtCreate":1761142086813,"gmtModify":1762794893307,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AVGO 20251114 305.0 PUT\">$AVGO 20251114 305.0 PUT$&nbsp;</a>Take a look at the latest order I posted！","listText":"<a href=\"https://ttm.financial/OPT/AVGO 20251114 305.0 PUT\">$AVGO 20251114 305.0 PUT$&nbsp;</a>Take a look at the latest order I posted！","text":"$AVGO 20251114 305.0 PUT$ Take a look at the latest order I posted！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/492009585864808","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":491302195929704,"gmtCreate":1760969390533,"gmtModify":1762558898029,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MU 20251114 175.0 PUT\">$MU 20251114 175.0 PUT$&nbsp;</a>Take a look at the latest order I posted！","listText":"<a href=\"https://ttm.financial/OPT/MU 20251114 175.0 PUT\">$MU 20251114 175.0 PUT$&nbsp;</a>Take a look at the latest order I posted！","text":"$MU 20251114 175.0 PUT$ Take a look at the latest order I posted！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/491302195929704","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":299680527798344,"gmtCreate":1714183705967,"gmtModify":1714183709901,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"Great to know all these insights","listText":"Great to know all these insights","text":"Great to know all these insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":131,"commentSize":0,"repostSize":19,"link":"https://ttm.financial/post/299680527798344","isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986713395,"gmtCreate":1667014394518,"gmtModify":1676537850096,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"great//<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: IMHO - JP is a gd buy for this quater. Yes, uncertainty but the PE &amp; PB Ratio are really favorable and attractive to investor. For finance and banks sectors looking at just PB Ratio will be more appropriate! ⚠️ Caution &amp; know your risk b4 investing! From Investor Wallet :&nbsp;JPM Price is 124.260 USD today. 1 year JPMorgan Chase &amp; Forecast: 229.66608198246 * 5 year JPMorgan Chase &amp; Forecast: 897.556 *","listText":"great//<a href=\"https://laohu8.com/U/3575196385895354\">@Cedric77</a>: IMHO - JP is a gd buy for this quater. Yes, uncertainty but the PE &amp; PB Ratio are really favorable and attractive to investor. For finance and banks sectors looking at just PB Ratio will be more appropriate! ⚠️ Caution &amp; know your risk b4 investing! From Investor Wallet :&nbsp;JPM Price is 124.260 USD today. 1 year JPMorgan Chase &amp; Forecast: 229.66608198246 * 5 year JPMorgan Chase &amp; Forecast: 897.556 *","text":"great//@Cedric77: IMHO - JP is a gd buy for this quater. Yes, uncertainty but the PE & PB Ratio are really favorable and attractive to investor. For finance and banks sectors looking at just PB Ratio will be more appropriate! ⚠️ Caution & know your risk b4 investing! From Investor Wallet : JPM Price is 124.260 USD today. 1 year JPMorgan Chase & Forecast: 229.66608198246 * 5 year JPMorgan Chase & Forecast: 897.556 *","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":50,"commentSize":41,"repostSize":0,"link":"https://ttm.financial/post/9986713395","repostId":"2278001083","repostType":4,"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464427036561632,"gmtCreate":1754410684445,"gmtModify":1754813932675,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MSTR 20250808 300.0 PUT\">$MSTR 20250808 300.0 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/MSTR 20250808 300.0 PUT\">$MSTR 20250808 300.0 PUT$&nbsp;</a>view order details.","text":"$MSTR 20250808 300.0 PUT$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/464427036561632","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496282956865712,"gmtCreate":1762185366156,"gmtModify":1763507858847,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AVGO 20251121 325.0 PUT\">$AVGO 20251121 325.0 PUT$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/AVGO 20251121 325.0 PUT\">$AVGO 20251121 325.0 PUT$&nbsp;</a>","text":"$AVGO 20251121 325.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/496282956865712","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482095169340048,"gmtCreate":1758729604386,"gmtModify":1760211200516,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ORCL 20251017 255.0 PUT\">$ORCL 20251017 255.0 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/ORCL 20251017 255.0 PUT\">$ORCL 20251017 255.0 PUT$&nbsp;</a>view order details.","text":"$ORCL 20251017 255.0 PUT$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/482095169340048","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480891330241016,"gmtCreate":1758429253264,"gmtModify":1758530469484,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a> this is a great performance&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a> this is a great performance&nbsp;","text":"$Meta Platforms, Inc.(META)$ this is a great performance","images":[{"img":"https://community-static.tradeup.com/news/afc5b4f6bfad8d59c503bb948b112df9","width":"580","height":"1181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":24,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/480891330241016","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010931","authorIdStr":"10000000000010931"},"content":"Trust the long-term performance of META.","text":"Trust the long-term performance of META.","html":"Trust the long-term performance of META."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":480892686533528,"gmtCreate":1758429569911,"gmtModify":1758530438706,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a> a huge profit from many sleepless night","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a> a huge profit from many sleepless night","text":"$Meta Platforms, Inc.(META)$ a huge profit from many sleepless night","images":[{"img":"https://community-static.tradeup.com/news/5c6d885414cfc474965250d560802a40","width":"580","height":"1181"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/480892686533528","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011039","authorId":"10000000000011039","name":"Megan Barnard","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011039","authorIdStr":"10000000000011039"},"content":"Roll profits to META $420 calls—metaverse could pop!","text":"Roll profits to META $420 calls—metaverse could pop!","html":"Roll profits to META $420 calls—metaverse could pop!"},{"author":{"id":"10000000000011035","authorId":"10000000000011035","name":"Wade Shaw","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011035","authorIdStr":"10000000000011035"},"content":"wow, Huge profit—did you ride the AI or VR catalyst ?","text":"wow, Huge profit—did you ride the AI or VR catalyst ?","html":"wow, Huge profit—did you ride the AI or VR catalyst ?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484225908417168,"gmtCreate":1759249804355,"gmtModify":1762224834724,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TSLA 20251107 350.0 PUT\">$TSLA 20251107 350.0 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/TSLA 20251107 350.0 PUT\">$TSLA 20251107 350.0 PUT$&nbsp;</a>view order details.","text":"$TSLA 20251107 350.0 PUT$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/484225908417168","isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474655388963104,"gmtCreate":1756918444743,"gmtModify":1757747781347,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MSTR 20250912 225.0 PUT\">$MSTR 20250912 225.0 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/MSTR 20250912 225.0 PUT\">$MSTR 20250912 225.0 PUT$&nbsp;</a>view order details.","text":"$MSTR 20250912 225.0 PUT$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/474655388963104","isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":493808043077736,"gmtCreate":1761581163281,"gmtModify":1762558897977,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/MU 20251114 185.0 PUT\">$MU 20251114 185.0 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/MU 20251114 185.0 PUT\">$MU 20251114 185.0 PUT$&nbsp;</a>view order 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nigh","images":[{"img":"https://community-static.tradeup.com/news/ae6c2efb95adc7ffcc106bd2c6b0e66c","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/505906337473312","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493802149363816,"gmtCreate":1761579724387,"gmtModify":1762194637331,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/AMD 20251107 217.5 PUT\">$AMD 20251107 217.5 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/AMD 20251107 217.5 PUT\">$AMD 20251107 217.5 PUT$&nbsp;</a>view order details.","text":"$AMD 20251107 217.5 PUT$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/493802149363816","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983984767,"gmtCreate":1666138548359,"gmtModify":1676537711193,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9983984767","repostId":"1129905097","repostType":4,"repost":{"id":"1129905097","kind":"news","pubTimestamp":1666151424,"share":"https://ttm.financial/m/news/1129905097?lang=&edition=fundamental","pubTime":"2022-10-19 11:50","market":"us","language":"en","title":"Earnings Outlooks Are Key to Determining If Stocks Hit Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=1129905097","media":"Bloomberg","summary":"Morgan Stanley says 3Q results to drive near-term equity movesResilient profits may push earnings de","content":"<div>\n<p>Morgan Stanley says 3Q results to drive near-term equity movesResilient profits may push earnings debate to January: WeaverThe rebound in US equities this week is stoking an argument that’s raged all ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-18/earnings-outlooks-are-key-to-determining-if-stocks-hit-bottom\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Outlooks Are Key to Determining If Stocks Hit Bottom</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{ 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.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\">\nEarnings Outlooks Are Key to Determining If Stocks Hit Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-18/earnings-outlooks-are-key-to-determining-if-stocks-hit-bottom><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley says 3Q results to drive near-term equity movesResilient profits may push earnings debate to January: WeaverThe rebound in US equities this week is stoking an argument that’s raged all ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-18/earnings-outlooks-are-key-to-determining-if-stocks-hit-bottom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-18/earnings-outlooks-are-key-to-determining-if-stocks-hit-bottom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129905097","content_text":"Morgan Stanley says 3Q results to drive near-term equity movesResilient profits may push earnings debate to January: WeaverThe rebound in US equities this week is stoking an argument that’s raged all year on Wall Street: When will this bear market end?The answer may lie in the current earnings season, which kicked off last week, specifically Corporate America’s outlook for future profits, according to Morgan Stanley. A reset in earnings expectations could prompt investors to seek an inflection point in the market, with the S&P 500 Index set for its biggest annual decline since the global financial crisis.“This earnings season in particular holds importance as it could shape the debate between the bulls and the bears,” strategists led by Michelle Weaver wrote in a note to clients on Tuesday.Strong results and stable guidance may “suggest a more moderate earnings correction or at least push the earnings debate until January’s fourth-quarter reporting season,” the strategists wrote. However, “a sharp reduction in earnings estimates could signal significant earnings cuts and a potential earnings recession.”Morgan Stanley’s Michael Wilson, a well-known stock market bear who correctly predicted this year’s slump, separately said Monday that US stocks are ripe for a short-term rally in the absence of an earnings capitulation or an official recession. That could lead to the S&P 500’s bounce to 4,150, a 13% upside from Monday’s close. But he maintained his overall negative long-term stance on equities, cautioning that a bounce of that magnitude would be in line with prior bear-market rallies.Companies have likely managed the quarter well enough to provide a “soft beat” given the lower bar, Weaver explained. Still, the broad consensus among the bank’s client base is that 2023 earnings remain too high. While corporate profits in the S&P 500 are expected to increase 2.2% in the third quarter, growth is projected to sit at 5.7% in 2023, down from expectations of 9.7% in 2022, according to data compiled by Bloomberg.To fund managers surveyed by Bank of America Corp., the sentiment on stocks and global growth “screams macro capitulation,” opening the way to an equities rally in 2023, strategists led by Michael Hartnett wrote in a note on Tuesday.Even some of Wall Street’s fervent bulls are turning to sour this month. On Monday, JPMorgan Chase & Co.’s Marko Kolanovic -- Wall Street’s most vocal bull -- cut the size of his equity overweight and bond underweight allocations in the bank’s model portfolio, citing increasing risks from central bank policies and geopolitics. Earlier this month, he warned that hawkish central banks have put the firm’s 2022 price target of 4,800 at risk for the S&P 500.For Morgan Stanley’s Weaver, there are 12 stocks that are poised to “react materially to near-term events.” Seven companies that are expected to react positively include Arcutis Biotherapeutics Inc.; Arista Networks Inc.; Cboe Global Markets Inc.; Cummins Inc.; DTE Energy Co.; MercadoLibre Inc.; and Patterson-UTI Energy Inc. Meanwhile, five stocks in particular could face declines like CAE Inc.; Logitech International SA; Micron Technology Inc.; Seagate Technology; and Zebra Technologies Corp.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":471885446881600,"gmtCreate":1756238044750,"gmtModify":1756797486667,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/GOOG 20250829 190.0 PUT\">$GOOG 20250829 190.0 PUT$&nbsp;</a>view order details.","listText":"<a href=\"https://ttm.financial/OPT/GOOG 20250829 190.0 PUT\">$GOOG 20250829 190.0 PUT$&nbsp;</a>view order details.","text":"$GOOG 20250829 190.0 PUT$ view order details.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/471885446881600","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920572654,"gmtCreate":1670536096279,"gmtModify":1676538386511,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9920572654","repostId":"1116584413","repostType":4,"repost":{"id":"1116584413","kind":"news","pubTimestamp":1670513955,"share":"https://ttm.financial/m/news/1116584413?lang=&edition=fundamental","pubTime":"2022-12-08 23:39","market":"hk","language":"en","title":"3 China Stocks That Could Rebound in 2023, According to Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1116584413","media":"TipRanks","summary":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces","content":"<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 China Stocks That Could Rebound in 2023, According to Analysts</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\">\n3 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东","09618":"京东集团-SW","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"09618":0.9,"PDD":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967547257,"gmtCreate":1670366483780,"gmtModify":1676538351233,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9967547257","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","kind":"highlight","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=fundamental","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid This Week</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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","BZUN":"宝尊电商","AVAV":"AeroVironment公司"},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1,"symbols_score_info":{"BZUN":0.9,"COIN":0.64,"AVAV":0.9}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960799974,"gmtCreate":1668243445298,"gmtModify":1676538033714,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960799974","repostId":"2282487556","repostType":4,"repost":{"id":"2282487556","kind":"highlight","pubTimestamp":1668213017,"share":"https://ttm.financial/m/news/2282487556?lang=&edition=fundamental","pubTime":"2022-11-12 08:30","market":"us","language":"en","title":"Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration","url":"https://stock-news.laohu8.com/highlight/detail?id=2282487556","media":"Seeking Alpha","summary":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-","content":"<html><head></head><body><h2>Summary</h2><ul><li>Nvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential &#34;dovish response from the Fed&#34;.</li><li>The stock&#39;s recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors&#39; confidence in Nvidia&#39;s longer-term prospects.</li><li>Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock&#39;s near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock&#39;s outlook.</li><li>The following analysis will walk through some of the latest developments in Nvidia&#39;s operating, macro and regulatory environment, and gauge their respective implications on the stock&#39;s near-term performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/821a26da6fd45d4119675770e348fdbe\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan</span></p><p>The better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).</p><p>Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.</p><p>And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.</p><p>Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.</p><p><b>Macro Overview</b></p><p>The Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.</p><p>October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.</p><p>Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):</p><blockquote>Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.</blockquote><blockquote>Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.</blockquote><blockquote>Source: Federal Reserve Bank of Dallas</blockquote><p>What this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.</p><p>Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.</p><p>Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.</p><p>And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.</p><p>And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.</p><p><b>Implications of the A800 Data Center GPU</b></p><p>Moving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.</p><p>In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.</p><p>As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.</p><p><i>i. Bull Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69a9f8803dc4cfc1a6531cd5970e6116\" tg-width=\"640\" tg-height=\"345\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce58edfb1fd144ddb4958ce28aa3068\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"/><span>Nvidia Bull Case PT (Author)</span></p><p><i>ii. Base Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a48b2c2079cc21eba075a71a080240c9\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8c8bdcb85fdca3d00f2a79a9aa1f947\" tg-width=\"640\" tg-height=\"363\" width=\"100%\" height=\"auto\"/><span>Nvidia Base Case PT (Author)</span></p><p><i>iii. Bear Case Financial Forecast and Valuation Analysis:</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55fa52330c071632e4c5480164c6da69\" tg-width=\"640\" tg-height=\"358\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case Financial Forecast (Author)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d24c4b920c94cd1163561b799af23cb\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Nvidia Bear Case PT (Author)</span></p><p>However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.</p><p><b>Implications of Crypto Contagion 2.0</b></p><p>As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.</p><p>While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.</p><p>Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:</p><blockquote>Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.</blockquote><blockquote>Source: Bloomberg</blockquote><p>While Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.</p><p>In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.</p><p><b>Final Thoughts</b></p><p>As we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.</p><p>And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.</p><p>Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.</p><p><i>This article is written by </i><i>Livy Investment Research</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: A800 Chips, Crypto Contagion 2.0, And Macro Deterioration\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\"....</p>\n\n<a href=\"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4556472-nvidia-a800-chips-crypto-contagion-and-macro-deterioration","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282487556","content_text":"SummaryNvidia stock staged a strong intra-day rally of 14% on Thursday after new data showed softer-than-expected price increases in October that harbingers a potential \"dovish response from the Fed\".The stock's recent gains as a result of mitigating strategies taken against the newly imposed export restrictions to China is also welcome news, underscoring investors' confidence in Nvidia's longer-term prospects.Yet, mounting macroeconomic uncertainties still remain a large overhang on the stock's near-term performance, with renewed concerns of a crypto downturn adding complexity to the Nvidia stock's outlook.The following analysis will walk through some of the latest developments in Nvidia's operating, macro and regulatory environment, and gauge their respective implications on the stock's near-term performance.Justin SullivanThe better-than-expected CPI print for October unleashed a rally in both equities and credits on Thursday (November 10), with the tech-heavy Nasdaq 100 index adding close to $1 trillion in market cap over the span of one session. Nvidia (NASDAQ:NVDA) was one of the biggest gainers, staging a 14% intra-day rally to outperform the broader PHLX Semiconductor Index (SOX).Signs of easing financial conditions is currently a core driver of investors’ confidence, which is corroborated by the strong intra-day gains observed during Thursday’s session. Yet, the broader market climate remains fragile, as the Fed’s monetary policy tightening trajectory has yet to peak, with consumer slowdown only now becoming more prevalent.And specific to Nvidia, the company also faces operating challenges from worsening geopolitical tensions, though its recent release of the A800 data center GPUs exclusive to the Chinese market in compliance with U.S. regulatory requirements is a step in the right direction. But renewed crypto contagion fears are now sparking fresh concerns on the near-term performance of Nvidia’s GPU segment, which is already reeling from a broader decline in global PC demand this year.Regardless of the near-term macro and industry-specific headwinds though, Nvidia’s robust one-day gain on Thursday underscores the strength of investors’ confidence in the stock still, given the underlying business’ positive potential in benefitting from longer-term advances stemming from its massive market share across high-growth verticals spanning high-performance computing (“HPC”) to AI-driven innovations like self-driving vehicles and the metaverse. With market conditions still choppy in the months ahead, the Nvidia stock’s latest rally is likely to fizzle, creating more compelling entry opportunities than its current valuation.Macro OverviewThe Federal Reserve maintained a hawkish tone after raising 75 bps for the fourth time consecutively this year in November as inflation remains far from the desired 2% target. With the October inflation print coming in better-than-expected, market participants are becoming more optimistic that the worst of rapid price increases this year are now behind, playing favorably to desires for a more dovish monetary policy trajectory and improving financial conditions ahead.October headline CPI came in at 7.7%, softer than the average consensus estimate of 7.9%, marking the “smallest annual advance since the start of the year”. Meanwhile, core inflation – which strips the impact of volatile food and energy prices – came in at 6.3%, which is also a welcome improvement from consensus calls for 6.5%. Equities rallied across the board in response to the softer-than-expected inflation print, as it points to early signs of a structural slowdown in pricing increases that the Federal Reserve has been looking for before considering easing its monetary policy tightening plans. The latest improvement in pricing increases is supportive of the Fed’s planned rate hike for 50 bps in December, marking possibly the first deceleration in the pace of tightening since June.Yet, any possibility of a sustained rally on signs of easing inflation and a potential Fed pivot remains remote. At 7.7%, current price increases remain far removed from the Fed’s desired 2% target, which aligns with Fed Chair Jerome Powell’s commentary earlier this month that the terminal rate could end up being higher than previously anticipated as tightening continues into restrictive territory to ensure inflation is contained. The remarks were further reinforced by Dallas Fed President Lorie Logan on Thursday (November 10):Today’s economic conditions are complex, but they can be summarized in five words: Inflation is much too high.Not only is inflation far above the FOMC’s 2 percent target, but with aggregate demand continuing to outstrip supply, inflation has repeatedly come in higher than forecasters expected. This morning’s CPI [Consumer Price Index] data were a welcome relief, but there is still a long way to go.Source: Federal Reserve Bank of DallasWhat this effectively means is that the demand environment for Nvidia will continue to weaken, weighing on its near-term fundamental prospects. The stock’s valuation outlook over coming months will also remain volatile to changes in interest rates, which place a direct impact on multiples that dictate the value of the underlying business’ future prospects.Specifically, on the fundamental front, continued rate hikes and “much too high” inflation implies tightening financial conditions over coming months, especially as ongoing deterioration in consumer sentiment this year now becomes materialized into a real decline in consumer purchasing power. Average personal savings in the U.S. have declined from 3.5% in the second quarter to 3.1% in the third quarter, a far-cry from the “five-year pre-COVID average of [approximately] 7.7%”. Consumers are also increasing reliance on credit card debt to sustain spending as purchasing power declines in the face of surging inflation – consumer credit card debt is now approaching the “pre-pandemic peak of $916 billion in September”, while “real average hourly earnings decreased in October and were down 2.8% from a year earlier… falling each month since April 2021” after adjusting for inflation.Specific to Nvidia, weakening consumer spending is largely reflected through significant underperformance in its consumer-centric Gaming segment during the fiscal second quarter. And conditions have likely remained muted or worsened in the fiscal third quarter, as global PC demand continued on a rapid decline while discretionary purchases of consumer electronics remained stagnated.And on the commercial front, which was previously regarded as relatively recession-resistant compared to the consumer end-market, spending has become more conscious as well based on commentary during the latest third quarter earnings season. Even resilient corporate cloud investments are showing signs of a slowdown or delay amid growing macroeconomic uncertainties, risking weakness in data center investments over the near-term, which would impact the performance of Nvidia’s star segment.And on the valuation front, continued rate hikes are bound to further weigh on multiples. The value of high growth companies like Nvidia, with much of their prospects still being “far out in the future” are becoming increasingly susceptible to heavy discounting as a result of rising capital costs. This circles back to our earlier mention that any rally in the Nvidia stock observed as a result of the latest October inflation print will likely fizzle, as the double-whammy of valuation and fundamental challenges continue to play out over coming months.Implications of the A800 Data Center GPUMoving on from broader market headwinds, Nvidia is also facing industry-specific challenges stemming from intensifying U.S.-China relations as of late. As discussed in detail in our previous coverage on the stock, the latest ban imposed by the U.S. government on exports of advanced semiconductor technologies to China further complexes the operating backdrop for chip makers like Nvidia, which is already reeling from unraveling demand this year. The company had previously reiterated that it does not expect a material impact on its business as a result of the newly imposed restrictions, though the implementation of said export ban could result in a $400 million headwind to fiscal third quarter results.In the latest development, Nvidia has confirmed the production of A800 data center GPUs made exclusively for the Chinese market in response to U.S. regulatory requirements. The A800 chips will be a direct replacement for the A100 that has been effectively banned from being exported to China. The A800 chips, which are also based on Nvidia’s Ampere architecture, will include three variants offering the same specs as the A100 chips. However, the “NVIDIA NVLink” technology implemented, which enables “seamless, high-speed communication between every GPU” within a system to facilitate the compute demands of increasingly complex AI and HPC workloads, will be downgraded from the A100’s standard 600GBps to 400GBps for the A800. The A800 has received regulatory clearance from the U.S. for export to China, with the hardware’s processing speed non-programmable to exceed the 400GBps cap, and thereby “limiting their usefulness” in HPC applications to restrict China’s military advancements. However, the company has yet to provide any immediate reprieve to restricted sales of the upcoming H100 Grace data center CPUs to China as a result of the new rules, which also relies on next-generation NVLink technology capable of at least 1.5x higher performance than existing Ampere-based processors.As analyzed in our previous coverage, we expect Nvidia’s base case 12-month PT to hover around $150 and bull case 12-month PT of $160 as a result of the newly imposed export restrictions in addition to looming macroeconomic challenges. And the recent relief brought by the introduction of the A800 chips exclusive to the Chinese market – the largest source of semiconductor demand – is viewed as a positive development to support the stock’s potential leap beyond the base case PT and approach towards the near-term bull case PT. This is further corroborated by the stock’s intra-day leap of as much as 4% to reach the $150-level on November 8th upon announcement of the A800 chip which began productions in the fiscal third quarter, which was organic to positive investors’ sentiment on the news and separate from any positive macro development.i. Bull Case Financial Forecast and Valuation Analysis:Nvidia Bull Case Financial Forecast (Author)Nvidia Bull Case PT (Author)ii. Base Case Financial Forecast and Valuation Analysis:Nvidia Base Case Financial Forecast (Author)Nvidia Base Case PT (Author)iii. Bear Case Financial Forecast and Valuation Analysis:Nvidia Bear Case Financial Forecast (Author)Nvidia Bear Case PT (Author)However, the total elimination of Chinese demand for Nvidia’s best-selling A100 data center GPUs and H100 data center CPUs will remain an overhang on the company’s near-term fundamental performance. China is still the largest buyer of chips, and with Nvidia’s heavy reliance on HPC/data center sales to make-up for the near-term downturn in its consumer-centric segments, the company is still missing out on a chunk of market share that it would have otherwise been able to capitalize on if it were not for the newly imposed rules. Yet, we see the A800 as a positive development that will not only bring some partial relief to Nvidia’s near-term fundamental performance, but also an indicator of a potential equivalent for the company’s new foray in data center CPUs with its Hopper architecture. We see this as a probable implication for a potential clawback of revenue losses that were previously thought to be permanent due to the U.S.-imposed export curbs, which would be a plus to Nvidia’s near-term valuation prospects.Implications of Crypto Contagion 2.0As previously discussed, lingering crypto headwinds make another overhang that is harder to gauge on Nvidia’s near-term performance. Recall that a non-disclosed portion of Nvidia’s Gaming segment sales are driven by GPU demand from crypto mining, which has experienced a material slowdown this year following the Luna/Terra death spiral (UST-USD / LUNC-USD / LUNA-USD) in May and the Ethereum Merge (ETH-USD) that took place in September.While cryptocurrencies saw some reprieve in prices in late October, earlier hopes of an emergence from the latest crypto winter have been stymied by the latest FTX wind-down. It has been a tumultuous week for crypto. The intensifying feud last weekend between Binance (BNB-USD) founder and CEO Changpeng “CZ” Zhao and FTX founder and CEO Sam Bankman-Fried following the former’s decision to liquidate its holdings in the latter’s FTT coins (FTT-USD) had rapidly turned into a liquidity crunch for FTX.com, which later turned into a potential bailout by Binance. And within 24 hours, the relief deal soured with Binance pulling out from the non-binding bailout agreement, and FTX facing bankruptcy risks. Contagion fears are also spreading like wild fire again, with BlockFi being the latest victim in the downward spiraling situation.Cryptocurrencies have plummeted this week as a result of the latest drama unfolding in real-time within the digital assets industry. Even Thursday’s relief rally on the back of easing inflation signals failed to restore confidence in the risky asset, with Bitcoin prices dipping below $17,000 at one point. Many Bitcoin miners have already either sold their coins or mining equipment to raise cash needed to weather the protracted crypto winter, with some even halting expansion efforts as a pre-emptive measure against rising liquidity pressures:Contagion risks in cryptocurrencies, following on from the FTX-Alameda collapse, will take a long time to work through and the market remains vulnerable…We’re going to see definite lower volumes because people are going to hold back at this moment in time.Source: BloombergWhile Nvidia’s latest release of the A800 chips and the broader market rally on signs of easing inflation this week have largely overshadowed potential contagion risks to demand for its gaming / crypto-mining GPUs, we see the latest crypto rout as a new bout of challenge on the chipmaker’s already-stagnate Gaming segment. As mentioned in the earlier section, Nvidia’s Gaming segment has already seen a significant decline in sales as a result of “softness in Europe related to the war in Ukraine and COVID lockdowns in China” that have been worsened by “lower units and lower ASPs” due to deteriorating macro conditions, and inadvertently, consumer demand. The latest crypto whiplash is likely to bring about further declines in crypto mining activity, thus adding to the Gaming segment’s near-term turmoil given an undisclosed portion of its sales are still linked to crypto mining demand.In addition to a contagion impact from the recent crypto debacle on the Gaming segment’s sales, Nvidia also risks another write-off related to its inventory of crypto-mining processors, “CMP”. Although any related amount is not expected to place a material impact on its fundamental nor valuation prospects – for perspective, Nvidia had already reported a $1.32 billion CMP inventory write-down during the fiscal second quarter – it does not bode well for the company’s profit margins, nonetheless. This makes another near-term challenge to consider ahead of its upcoming fiscal third quarter earnings release, as investors’ preference shift towards profitability over growth ahead of an increasingly uncertain market climate.Final ThoughtsAs we have previously noted – when it rains, it pours for Nvidia. The near-term operating environment for the company remains a challenge, and the market backdrop for the stock’s near-term prospects continues to be turbulent. While the latest macro development pertaining to signs of easing inflation makes a positive point for valuation multiples, it is too soon to tell if the related rally is sustainable as price increases remain far out from the Fed’s 2% target. Continued Fed monetary policy tightening into restrictive territory to ensure inflation is under control for good means further deterioration in financial conditions ahead. And the recent easing observed in China’s stringent COVID Zero policies are also adding pressure to a tightening oil market – especially as the OPEC+ slashes production this month to prevent further price declines. With a potential return of demand from the world’s largest oil importer, the tightening oil market today is unlikely to handle such a sudden influx, adding to risks of a rebound in price pressures in the near-term, which corroborates continued hawkishness in the Fed’s policy agenda.And while Nvidia’s recent introduction of the A800 is a step in the right direction to mitigate the impact of fraying U.S.-China relations, there is still work to be done to recoup the majority of lost revenues from other verticals as a result of the latest export restrictions. The latest crypto turmoil also brings renewed pressure on the company’s already-staggering Gaming segment.Despite a cautious sentiment over Nvidia’s near-term outlook, the company remains well-positioned to capitalize on high-growth opportunities driven by secular demand across multiple verticals in which it specifically caters to over the longer-term. Nvidia’s offerings remain a critical backbone to almost every technology used across all daily life settings today and tomorrow, from HPC applications satisfying cloud-computing demand, to AI applications addressing nascent developments like autonomous mobility and the metaverse. The steadfast confidence in the company’s long-term bullishness is further evidenced by the Nvidia stock’s outsized gains on Thursday. Although further downturns in the stock are expected within the near-term to wipe-out its impressive intra-day gains observed this week, we view them as compelling risk-reward opportunities for longer-term upside potential ahead.This article is written by Livy Investment Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838262463,"gmtCreate":1629414498652,"gmtModify":1676530030678,"author":{"id":"3578127212994089","authorId":"3578127212994089","name":"Seward","avatar":"https://community-static.tradeup.com/news/fdd98d00dc7f502d008163874d722ae1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578127212994089","authorIdStr":"3578127212994089"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/838262463","repostId":"2160915795","repostType":4,"repost":{"id":"2160915795","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629413939,"share":"https://ttm.financial/m/news/2160915795?lang=&edition=fundamental","pubTime":"2021-08-20 06:58","market":"us","language":"en","title":"S&P 500 ends with slim gain as tech strength offsets cyclical woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2160915795","media":"Reuters","summary":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.","content":"<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&amp;P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&amp;P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&amp;P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&amp;P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&amp;P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&amp;P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&amp;P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</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>S&P 500 ends with slim gain as tech strength offsets cyclical woes</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\">\nS&P 500 ends with slim gain as tech strength offsets cyclical woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-20 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&amp;P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&amp;P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&amp;P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&amp;P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&amp;P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&amp;P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&amp;P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160915795","content_text":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.S. weekly jobless claims hit 17-month low\n* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%\nAug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.\nTech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.\nData showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.\nStocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"\n\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nThe Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.\nAfter opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.\n\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.\nTechnology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.\nConsumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.\nFinancials and industrials were among the sectors in the red, falling about 0.8% each.\nIn company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.\nBut with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.\nFocus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.\n“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”\nDeclining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.\nThe S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.\nAbout 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SPXU":0.9,"IVV":0.9,".SPX":0.9,"SDS":0.9,".IXIC":0.9,"SSO":0.9,"OEX":0.9,".DJI":0.9,"ESmain":0.9,"UPRO":0.9,"SH":0.9,"SPY":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}