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JosephLow
2021-08-18
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@3Fs:Executing a Game Plan on Averaging Down Investment Strategy
JosephLow
2021-08-11
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The Ark Funds' Actions to Lighten up China Concepts Stocks
JosephLow
2021-08-07
$AMC Entertainment(AMC)$
[Cry]
JosephLow
2021-08-05
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These 20 tech stocks boosted sales by up to 152% while also expanding profit margins
JosephLow
2021-08-04
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S&P 500 closes at record high as Apple, healthcare stocks help shrug off Delta worries
JosephLow
2021-08-03
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US stocks start with gains, Chinese gaming stocks listed in the U.S. slump
JosephLow
2021-08-03
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U.S. hiring may have slowed in July amid COVID surge -data
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2021-08-03
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Futures rise on earnings, M&A cheer amid growing Delta worries
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2021-08-03
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a Game Plan on Averaging Down Investment Strategy","htmlText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","listText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","text":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","images":[{"img":"https://static.tigerbbs.com/fc91738e34de3415a5934b20a87ff725","width":"828","height":"128"},{"img":"https://static.tigerbbs.com/53db708ef53e9ede6523833aadeac99b","width":"1024","height":"508"},{"img":"https://static.tigerbbs.com/2af63960cb6fcb2f24c72e2da8283a70","width":"2154","height":"920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839561366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892681539,"gmtCreate":1628655103121,"gmtModify":1676529810937,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892681539","repostId":"1163924715","repostType":4,"repost":{"id":"1163924715","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628654753,"share":"https://ttm.financial/m/news/1163924715?lang=&edition=fundamental","pubTime":"2021-08-11 12:05","market":"hk","language":"en","title":"The Ark Funds' Actions to Lighten up China Concepts Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1163924715","media":"Tiger Newspress","summary":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond","content":"<p><b>Pre-market overview</b></p>\n<p>U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p>\n<p>In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p>\n<p>On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p>\n<p><img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p>\n<p><b>About Its Positions</b></p>\n<p>As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p>\n<p>The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p>\n<p><b>Let’s look into the lightening of the Ark Funds</b></p>\n<p>10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p>\n<p>The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p>\n<p>Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p>\n<p>The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p>\n<p>In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</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>The Ark Funds' Actions to Lighten up China Concepts Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Ark Funds' Actions to Lighten up China Concepts Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-11 12:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Pre-market overview</b></p>\n<p>U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p>\n<p>In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p>\n<p>On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p>\n<p><img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p>\n<p><b>About Its Positions</b></p>\n<p>As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p>\n<p>The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p>\n<p><b>Let’s look into the lightening of the Ark Funds</b></p>\n<p>10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p>\n<p>The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p>\n<p>Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p>\n<p>The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p>\n<p>In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BZ":"BOSS直聘","NIU":"小牛电动","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163924715","content_text":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.\nIn the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.\nOn July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.\n\nAbout Its Positions\nAs a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.\nThe Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including Li Auto, NIO Inc. and XPeng Inc., but NIU Technologies. The electric vehicles produced by Niu Technologies are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".\nLet’s look into the lightening of the Ark Funds\n10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.\nFigure 1\nFigure 2\nThe Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. \nAnother marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.\nThe third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (Kanzhun Limited), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.\nIn the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891057158,"gmtCreate":1628310196074,"gmtModify":1703504939922,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[Cry] ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[Cry] ","text":"$AMC Entertainment(AMC)$[Cry]","images":[{"img":"https://static.tigerbbs.com/918a3d75f5b2b191fa0c6282b74542e4","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891057158","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":890438704,"gmtCreate":1628127521608,"gmtModify":1703501701505,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890438704","repostId":"2157748627","repostType":4,"repost":{"id":"2157748627","kind":"highlight","pubTimestamp":1628125997,"share":"https://ttm.financial/m/news/2157748627?lang=&edition=fundamental","pubTime":"2021-08-05 09:13","market":"us","language":"en","title":"These 20 tech stocks boosted sales by up to 152% while also expanding profit margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2157748627","media":"MarketWatch","summary":"The winning tech companies include Enphase, AMD and Tesla\nHome-energy company Enphase has seen sales","content":"<p>The winning tech companies include Enphase, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Tesla</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eed0ea9264a258ecb6b481d2fcda781b\" tg-width=\"1050\" tg-height=\"625\" referrerpolicy=\"no-referrer\"><span>Home-energy company Enphase has seen sales soar this year. ENPHASE ENERGY INC.</span></p>\n<p>With almost three-quarters of S&P 500 companies having reported earnings this season, it's time to review the winners.</p>\n<p>Below is a screen showing 20 U.S. technology companies that appear to be firing on all cylinders, with improving sales, gross margins and operating margins.</p>\n<p>This quarterly earnings season, year-over-year comparisons of results for companies in many industries are distorted because of pandemic shutdowns in 2020. For example, second-quarter sales for Delta Air Lines Inc. <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a> were up 385% from a year earlier.</p>\n<p>So the following list of earnings-season winners is derived from the 74 companies in the S&P 500 information technology sector, plus six tech players in the communications sector, including Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB), Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and three videogame developers, along with two in the consumer discretionary sector (Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>), for a total of 82 \"tech\" companies.</p>\n<p>What does it mean to be a winner in this environment? Well, investors always want to see a company's sales increasing. They also want to see pricing power for a company's products and services. And in an inflationary environmen and other overhead, investors will keep an eye on operating earnings.</p>\n<p>Businesses always face challenges. The good news for now is that U.S. consumers are happy to spend .</p>\n<p><b>A screen of earnings winners</b></p>\n<p>Beginning with the 82 \"tech\" companies in the S&P 500 (as defined above), 62 had reported financial results for fiscal quarters ending April 30 or later through Aug. 3. Among the 62 companies, 49 increased sales from a year earlier while also improving their gross margins and operating margins.</p>\n<p>A company's gross margin is it net revenue minus the cost of goods or services sold. It reflects a company's pricing power and its direct production costs, including labor and materials. A company's management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It's a good sign if the gross margin is expanding as sales increase.</p>\n<p>A company's operating margin goes further, subtracting more overhead and other expenses that aren't directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.</p>\n<p>Here are the 20 tech companies among the S&P 500 that increased quarterly sales the most from a year earlier while also improving their gross and net margins:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Increase in quarterly sales from year earlier</td>\n <td>Gross margin</td>\n <td>Gross margin -- year-earlier quarter</td>\n <td>Quarterly operating margin</td>\n <td>Operating margin -- year-earlier quarter</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc. ENPH</td>\n <td>151.8%</td>\n <td>39.64</td>\n <td>38.11</td>\n <td>21.20</td>\n <td>11.94</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. AMD</td>\n <td>99.3%</td>\n <td>47.53</td>\n <td>43.89</td>\n <td>24.68</td>\n <td>13.20</td>\n </tr>\n <tr>\n <td>Tesla Inc. TSLA</td>\n <td>98.1%</td>\n <td>24.12</td>\n <td>20.99</td>\n <td>16.86</td>\n <td>14.81</td>\n </tr>\n <tr>\n <td>Qualcomm Inc. QCOM</td>\n <td>64.7%</td>\n <td>57.77</td>\n <td>57.49</td>\n <td>32.27</td>\n <td>23.40</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class A GOOGL</td>\n <td>62.2%</td>\n <td>57.62</td>\n <td>51.36</td>\n <td>36.05</td>\n <td>25.21</td>\n </tr>\n <tr>\n <td>Facebook Inc. Class A FB</td>\n <td>55.6%</td>\n <td>81.43</td>\n <td>79.51</td>\n <td>49.36</td>\n <td>41.03</td>\n </tr>\n <tr>\n <td>Skyworks Solutions Inc. SWKS</td>\n <td>51.5%</td>\n <td>49.82</td>\n <td>44.96</td>\n <td>38.63</td>\n <td>33.92</td>\n </tr>\n <tr>\n <td>TE Connectivity Ltd. TEL</td>\n <td>50.9%</td>\n <td>32.28</td>\n <td>27.75</td>\n <td>24.14</td>\n <td>16.88</td>\n </tr>\n <tr>\n <td>Lam Research Corp. LRCX</td>\n <td>48.7%</td>\n <td>46.20</td>\n <td>45.80</td>\n <td>33.64</td>\n <td>29.54</td>\n </tr>\n <tr>\n <td>Zebra Technologies Corp. Class A ZBRA</td>\n <td>44.9%</td>\n <td>45.90</td>\n <td>41.79</td>\n <td>21.42</td>\n <td>15.79</td>\n </tr>\n <tr>\n <td>NXP Semiconductors N.V. NXPI</td>\n <td>42.9%</td>\n <td>50.12</td>\n <td>26.42</td>\n <td>34.63</td>\n <td>22.40</td>\n </tr>\n <tr>\n <td>Texas Instruments Inc. TXN</td>\n <td>41.4%</td>\n <td>67.18</td>\n <td>64.28</td>\n <td>54.76</td>\n <td>47.89</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>41.2%</td>\n <td>47.47</td>\n <td>44.18</td>\n <td>32.92</td>\n <td>25.95</td>\n </tr>\n <tr>\n <td>IPG Photonics Corp. IPGP</td>\n <td>38.7%</td>\n <td>47.45</td>\n <td>44.67</td>\n <td>30.53</td>\n <td>19.79</td>\n </tr>\n <tr>\n <td>Apple Inc. AAPL</td>\n <td>37.2%</td>\n <td>43.46</td>\n <td>37.11</td>\n <td>33.28</td>\n <td>25.60</td>\n </tr>\n <tr>\n <td>Micron Technology Inc. MU</td>\n <td>36.5%</td>\n <td>41.85</td>\n <td>32.42</td>\n <td>50.70</td>\n <td>42.66</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies Inc</a>. KEYS</td>\n <td>36.4%</td>\n <td>60.44</td>\n <td>57.54</td>\n <td>26.45</td>\n <td>20.11</td>\n </tr>\n <tr>\n <td>Corning Inc. GLW</td>\n <td>36.4%</td>\n <td>36.26</td>\n <td>32.33</td>\n <td>26.59</td>\n <td>22.78</td>\n </tr>\n <tr>\n <td>Qorvo Inc. QRVO</td>\n <td>36.2%</td>\n <td>49.26</td>\n <td>42.88</td>\n <td>37.73</td>\n <td>30.78</td>\n </tr>\n <tr>\n <td>Amphenol Corp. Class A APH</td>\n <td>33.5%</td>\n <td>31.77</td>\n <td>30.38</td>\n <td>23.90</td>\n <td>21.58</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p><b>Outlook through 2023</b></p>\n<p>Long-term investors might be interested in seeing how much more sales growth is expected for these companies, based on consensus estimates among analysts polled by FactSet going out another couple of years. Leaving the group in the same order, here are expected compound annual growth rates (CAGR) for sales through 2023, with 2020 as the baseline:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Estimated revenue -- calendar 2020</td>\n <td>Estimated revenue -- calendar 2021</td>\n <td>Estimated revenue -- calendar 2022</td>\n <td>Estimated revenue -- calendar 2023</td>\n <td>Estimated three-year sales CAGR through 2023</td>\n </tr>\n <tr>\n <td>Enphase Energy Inc. ENPH</td>\n <td>$774</td>\n <td>$1,336</td>\n <td>$1,796</td>\n <td>$2,232</td>\n <td>42.3%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. AMD</td>\n <td>$9,763</td>\n <td>$15,433</td>\n <td>$17,986</td>\n <td>$20,260</td>\n <td>27.6%</td>\n </tr>\n <tr>\n <td>Tesla Inc. TSLA</td>\n <td>$31,536</td>\n <td>$50,042</td>\n <td>$68,401</td>\n <td>$85,143</td>\n <td>39.2%</td>\n </tr>\n <tr>\n <td>Qualcomm Inc. QCOM</td>\n <td>$24,520</td>\n <td>$33,853</td>\n <td>$36,781</td>\n <td>$37,057</td>\n <td>14.8%</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class A GOOGL</td>\n <td>$182,612</td>\n <td>$247,121</td>\n <td>$288,025</td>\n <td>$331,861</td>\n <td>22.0%</td>\n </tr>\n <tr>\n <td>Facebook Inc. Class A FB</td>\n <td>$85,967</td>\n <td>$118,487</td>\n <td>$141,496</td>\n <td>$164,772</td>\n <td>24.2%</td>\n </tr>\n <tr>\n <td>Skyworks Solutions Inc. SWKS</td>\n <td>$3,798</td>\n <td>$5,260</td>\n <td>$5,868</td>\n <td>N/A</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>TE Connectivity Ltd. TEL</td>\n <td>$12,872</td>\n <td>$15,155</td>\n <td>$16,107</td>\n <td>$17,096</td>\n <td>9.9%</td>\n </tr>\n <tr>\n <td>Lam Research Corp. LRCX</td>\n <td>$12,368</td>\n <td>$16,147</td>\n <td>$17,975</td>\n <td>$18,683</td>\n <td>14.7%</td>\n </tr>\n <tr>\n <td>Zebra Technologies Corp. Class A ZBRA</td>\n <td>$4,452</td>\n <td>$5,487</td>\n <td>$5,708</td>\n <td>$6,010</td>\n <td>10.5%</td>\n </tr>\n <tr>\n <td>NXP Semiconductors N.V. NXPI</td>\n <td>$8,611</td>\n <td>$10,841</td>\n <td>$11,597</td>\n <td>$12,200</td>\n <td>12.3%</td>\n </tr>\n <tr>\n <td>Texas Instruments Inc. TXN</td>\n <td>$14,461</td>\n <td>$17,884</td>\n <td>$18,577</td>\n <td>$19,203</td>\n <td>9.9%</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>$18,122</td>\n <td>$23,012</td>\n <td>$24,961</td>\n <td>$26,080</td>\n <td>12.9%</td>\n </tr>\n <tr>\n <td>IPG Photonics Corp. IPGP</td>\n <td>$1,201</td>\n <td>$1,472</td>\n <td>$1,618</td>\n <td>$1,715</td>\n <td>12.6%</td>\n </tr>\n <tr>\n <td>Apple Inc. AAPL</td>\n <td>$297,656</td>\n <td>$368,618</td>\n <td>$382,730</td>\n <td>$403,987</td>\n <td>10.7%</td>\n </tr>\n <tr>\n <td>Micron Technology Inc. MU</td>\n <td>$23,532</td>\n <td>$30,840</td>\n <td>$38,485</td>\n <td>N/A</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>Keysight Technologies Inc. KEYS</td>\n <td>$4,332</td>\n <td>$4,920</td>\n <td>$5,194</td>\n <td>N/A</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>Corning Inc. GLW</td>\n <td>$11,451</td>\n <td>$14,013</td>\n <td>$14,704</td>\n <td>$15,355</td>\n <td>10.3%</td>\n </tr>\n <tr>\n <td>Qorvo Inc. QRVO</td>\n <td>$3,831</td>\n <td>$4,485</td>\n <td>$4,909</td>\n <td>$5,264</td>\n <td>11.2%</td>\n </tr>\n <tr>\n <td>Amphenol Corp. Class A APH</td>\n <td>$8,599</td>\n <td>$10,465</td>\n <td>$11,111</td>\n <td>$11,655</td>\n <td>10.7%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Even the calendar 2020 numbers are marked as estimates, because many companies have fiscal years and quarters that don't match the calendar.</p>\n<p>For three of the companies, consensus annual sales estimates are available only through calendar 2022. Here are their expected two-year sales CAGR from the estimates on the table:</p>\n<p><b>Roundup of analysts' opinions</b></p>\n<p>Here's a summary of analysts' ratings and price targets for the group of 20 \"tech\" sales winners:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Share \"buy\" or equivalent ratings</td>\n <td>Closing price -- Aug. 3</td>\n <td>Consensus price target</td>\n <td>Implied 12-month upside potential</td>\n </tr>\n <tr>\n <td>Enphase Energy Inc. ENPH</td>\n <td>64%</td>\n <td>$192.62</td>\n <td>$200.55</td>\n <td>4%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. AMD</td>\n <td>59%</td>\n <td>$112.56</td>\n <td>$111.70</td>\n <td>-1%</td>\n </tr>\n <tr>\n <td>Tesla Inc. TSLA</td>\n <td>43%</td>\n <td>$709.74</td>\n <td>$695.41</td>\n <td>-2%</td>\n </tr>\n <tr>\n <td>Qualcomm Inc. QCOM</td>\n <td>62%</td>\n <td>$147.95</td>\n <td>$181.91</td>\n <td>23%</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class A GOOGL</td>\n <td>98%</td>\n <td>$2,712.60</td>\n <td>$3,135.64</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>Facebook Inc. Class A FB</td>\n <td>80%</td>\n <td>$351.24</td>\n <td>$415.85</td>\n <td>18%</td>\n </tr>\n <tr>\n <td>Skyworks Solutions Inc. SWKS</td>\n <td>57%</td>\n <td>$188.19</td>\n <td>$215.71</td>\n <td>15%</td>\n </tr>\n <tr>\n <td>TE Connectivity Ltd. TEL</td>\n <td>58%</td>\n <td>$149.40</td>\n <td>$156.13</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Lam Research Corp. LRCX</td>\n <td>73%</td>\n <td>$645.52</td>\n <td>$746.90</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>Zebra Technologies Corp. Class A ZBRA</td>\n <td>58%</td>\n <td>$546.74</td>\n <td>$559.11</td>\n <td>2%</td>\n </tr>\n <tr>\n <td>NXP Semiconductors N.V. NXPI</td>\n <td>66%</td>\n <td>$210.53</td>\n <td>$230.63</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Texas Instruments Inc. TXN</td>\n <td>44%</td>\n <td>$189.34</td>\n <td>$204.03</td>\n <td>8%</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>76%</td>\n <td>$142.16</td>\n <td>$161.92</td>\n <td>14%</td>\n </tr>\n <tr>\n <td>IPG Photonics Corp. IPGP</td>\n <td>57%</td>\n <td>$177.69</td>\n <td>$244.61</td>\n <td>38%</td>\n </tr>\n <tr>\n <td>Apple Inc. AAPL</td>\n <td>75%</td>\n <td>$147.36</td>\n <td>$163.74</td>\n <td>11%</td>\n </tr>\n <tr>\n <td>Micron Technology Inc. MU</td>\n <td>88%</td>\n <td>$80.86</td>\n <td>$120.03</td>\n <td>48%</td>\n </tr>\n <tr>\n <td>Keysight Technologies Inc. KEYS</td>\n <td>71%</td>\n <td>$166.71</td>\n <td>$166.46</td>\n <td>0%</td>\n </tr>\n <tr>\n <td>Corning Inc. GLW</td>\n <td>67%</td>\n <td>$41.70</td>\n <td>$48.75</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Qorvo Inc. QRVO</td>\n <td>64%</td>\n <td>$195.18</td>\n <td>$214.00</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Amphenol Corp. Class A APH</td>\n <td>56%</td>\n <td>$73.83</td>\n <td>$78.57</td>\n <td>6%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Wall Street analysts' ratings and price targets are based on <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year outlooks -- a tradition in the brokerage industry. But one year is a short period for committed long-term investors. So the longer-term look at sales-growth projections in the second table doesn't necessarily fit in with the 12-month price targets and ratings.</p>\n<p>As always, a snapshot of data isn't enough to make an investing decision. If you're considering a stock for investment, it is best to do your own research and form your own opinion about a company's likelihood of remaining competitive over the next decade.</p>","source":"lsy1603348471595","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>These 20 tech stocks boosted sales by up to 152% while also expanding profit margins</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\">\nThese 20 tech stocks boosted sales by up to 152% while also expanding profit margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 09:13 GMT+8 <a href=https://www.marketwatch.com/story/the-20-technology-company-winners-this-earnings-season-include-enphase-amd-and-tesla-11628080121?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The winning tech companies include Enphase, AMD and Tesla\nHome-energy company Enphase has seen sales soar this year. ENPHASE ENERGY INC.\nWith almost three-quarters of S&P 500 companies having reported...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-20-technology-company-winners-this-earnings-season-include-enphase-amd-and-tesla-11628080121?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MU":"美光科技","TSLA":"特斯拉","AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/the-20-technology-company-winners-this-earnings-season-include-enphase-amd-and-tesla-11628080121?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157748627","content_text":"The winning tech companies include Enphase, AMD and Tesla\nHome-energy company Enphase has seen sales soar this year. ENPHASE ENERGY INC.\nWith almost three-quarters of S&P 500 companies having reported earnings this season, it's time to review the winners.\nBelow is a screen showing 20 U.S. technology companies that appear to be firing on all cylinders, with improving sales, gross margins and operating margins.\nThis quarterly earnings season, year-over-year comparisons of results for companies in many industries are distorted because of pandemic shutdowns in 2020. For example, second-quarter sales for Delta Air Lines Inc. $(DAL)$ were up 385% from a year earlier.\nSo the following list of earnings-season winners is derived from the 74 companies in the S&P 500 information technology sector, plus six tech players in the communications sector, including Alphabet Inc. $(GOOGL)$(GOOGL), Facebook Inc. (FB), Netflix Inc. $(NFLX)$ and three videogame developers, along with two in the consumer discretionary sector (Amazon.com Inc. $(AMZN)$ and Tesla Inc. $(TSLA)$), for a total of 82 \"tech\" companies.\nWhat does it mean to be a winner in this environment? Well, investors always want to see a company's sales increasing. They also want to see pricing power for a company's products and services. And in an inflationary environmen and other overhead, investors will keep an eye on operating earnings.\nBusinesses always face challenges. The good news for now is that U.S. consumers are happy to spend .\nA screen of earnings winners\nBeginning with the 82 \"tech\" companies in the S&P 500 (as defined above), 62 had reported financial results for fiscal quarters ending April 30 or later through Aug. 3. Among the 62 companies, 49 increased sales from a year earlier while also improving their gross margins and operating margins.\nA company's gross margin is it net revenue minus the cost of goods or services sold. It reflects a company's pricing power and its direct production costs, including labor and materials. A company's management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It's a good sign if the gross margin is expanding as sales increase.\nA company's operating margin goes further, subtracting more overhead and other expenses that aren't directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.\nHere are the 20 tech companies among the S&P 500 that increased quarterly sales the most from a year earlier while also improving their gross and net margins:\n\n\n\nCompany\nIncrease in quarterly sales from year earlier\nGross margin\nGross margin -- year-earlier quarter\nQuarterly operating margin\nOperating margin -- year-earlier quarter\n\n\nEnphase Energy Inc. ENPH\n151.8%\n39.64\n38.11\n21.20\n11.94\n\n\nAdvanced Micro Devices Inc. AMD\n99.3%\n47.53\n43.89\n24.68\n13.20\n\n\nTesla Inc. TSLA\n98.1%\n24.12\n20.99\n16.86\n14.81\n\n\nQualcomm Inc. QCOM\n64.7%\n57.77\n57.49\n32.27\n23.40\n\n\nAlphabet Inc. Class A GOOGL\n62.2%\n57.62\n51.36\n36.05\n25.21\n\n\nFacebook Inc. Class A FB\n55.6%\n81.43\n79.51\n49.36\n41.03\n\n\nSkyworks Solutions Inc. SWKS\n51.5%\n49.82\n44.96\n38.63\n33.92\n\n\nTE Connectivity Ltd. TEL\n50.9%\n32.28\n27.75\n24.14\n16.88\n\n\nLam Research Corp. LRCX\n48.7%\n46.20\n45.80\n33.64\n29.54\n\n\nZebra Technologies Corp. Class A ZBRA\n44.9%\n45.90\n41.79\n21.42\n15.79\n\n\nNXP Semiconductors N.V. NXPI\n42.9%\n50.12\n26.42\n34.63\n22.40\n\n\nTexas Instruments Inc. TXN\n41.4%\n67.18\n64.28\n54.76\n47.89\n\n\nApplied Materials Inc. AMAT\n41.2%\n47.47\n44.18\n32.92\n25.95\n\n\nIPG Photonics Corp. IPGP\n38.7%\n47.45\n44.67\n30.53\n19.79\n\n\nApple Inc. AAPL\n37.2%\n43.46\n37.11\n33.28\n25.60\n\n\nMicron Technology Inc. MU\n36.5%\n41.85\n32.42\n50.70\n42.66\n\n\nKeysight Technologies Inc. KEYS\n36.4%\n60.44\n57.54\n26.45\n20.11\n\n\nCorning Inc. GLW\n36.4%\n36.26\n32.33\n26.59\n22.78\n\n\nQorvo Inc. QRVO\n36.2%\n49.26\n42.88\n37.73\n30.78\n\n\nAmphenol Corp. Class A APH\n33.5%\n31.77\n30.38\n23.90\n21.58\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nOutlook through 2023\nLong-term investors might be interested in seeing how much more sales growth is expected for these companies, based on consensus estimates among analysts polled by FactSet going out another couple of years. Leaving the group in the same order, here are expected compound annual growth rates (CAGR) for sales through 2023, with 2020 as the baseline:\n\n\n\nCompany\nEstimated revenue -- calendar 2020\nEstimated revenue -- calendar 2021\nEstimated revenue -- calendar 2022\nEstimated revenue -- calendar 2023\nEstimated three-year sales CAGR through 2023\n\n\nEnphase Energy Inc. ENPH\n$774\n$1,336\n$1,796\n$2,232\n42.3%\n\n\nAdvanced Micro Devices Inc. AMD\n$9,763\n$15,433\n$17,986\n$20,260\n27.6%\n\n\nTesla Inc. TSLA\n$31,536\n$50,042\n$68,401\n$85,143\n39.2%\n\n\nQualcomm Inc. QCOM\n$24,520\n$33,853\n$36,781\n$37,057\n14.8%\n\n\nAlphabet Inc. Class A GOOGL\n$182,612\n$247,121\n$288,025\n$331,861\n22.0%\n\n\nFacebook Inc. Class A FB\n$85,967\n$118,487\n$141,496\n$164,772\n24.2%\n\n\nSkyworks Solutions Inc. SWKS\n$3,798\n$5,260\n$5,868\nN/A\nN/A\n\n\nTE Connectivity Ltd. TEL\n$12,872\n$15,155\n$16,107\n$17,096\n9.9%\n\n\nLam Research Corp. LRCX\n$12,368\n$16,147\n$17,975\n$18,683\n14.7%\n\n\nZebra Technologies Corp. Class A ZBRA\n$4,452\n$5,487\n$5,708\n$6,010\n10.5%\n\n\nNXP Semiconductors N.V. NXPI\n$8,611\n$10,841\n$11,597\n$12,200\n12.3%\n\n\nTexas Instruments Inc. TXN\n$14,461\n$17,884\n$18,577\n$19,203\n9.9%\n\n\nApplied Materials Inc. AMAT\n$18,122\n$23,012\n$24,961\n$26,080\n12.9%\n\n\nIPG Photonics Corp. IPGP\n$1,201\n$1,472\n$1,618\n$1,715\n12.6%\n\n\nApple Inc. AAPL\n$297,656\n$368,618\n$382,730\n$403,987\n10.7%\n\n\nMicron Technology Inc. MU\n$23,532\n$30,840\n$38,485\nN/A\nN/A\n\n\nKeysight Technologies Inc. KEYS\n$4,332\n$4,920\n$5,194\nN/A\nN/A\n\n\nCorning Inc. GLW\n$11,451\n$14,013\n$14,704\n$15,355\n10.3%\n\n\nQorvo Inc. QRVO\n$3,831\n$4,485\n$4,909\n$5,264\n11.2%\n\n\nAmphenol Corp. Class A APH\n$8,599\n$10,465\n$11,111\n$11,655\n10.7%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nEven the calendar 2020 numbers are marked as estimates, because many companies have fiscal years and quarters that don't match the calendar.\nFor three of the companies, consensus annual sales estimates are available only through calendar 2022. Here are their expected two-year sales CAGR from the estimates on the table:\nRoundup of analysts' opinions\nHere's a summary of analysts' ratings and price targets for the group of 20 \"tech\" sales winners:\n\n\n\nCompany\nShare \"buy\" or equivalent ratings\nClosing price -- Aug. 3\nConsensus price target\nImplied 12-month upside potential\n\n\nEnphase Energy Inc. ENPH\n64%\n$192.62\n$200.55\n4%\n\n\nAdvanced Micro Devices Inc. AMD\n59%\n$112.56\n$111.70\n-1%\n\n\nTesla Inc. TSLA\n43%\n$709.74\n$695.41\n-2%\n\n\nQualcomm Inc. QCOM\n62%\n$147.95\n$181.91\n23%\n\n\nAlphabet Inc. Class A GOOGL\n98%\n$2,712.60\n$3,135.64\n16%\n\n\nFacebook Inc. Class A FB\n80%\n$351.24\n$415.85\n18%\n\n\nSkyworks Solutions Inc. SWKS\n57%\n$188.19\n$215.71\n15%\n\n\nTE Connectivity Ltd. TEL\n58%\n$149.40\n$156.13\n5%\n\n\nLam Research Corp. LRCX\n73%\n$645.52\n$746.90\n16%\n\n\nZebra Technologies Corp. Class A ZBRA\n58%\n$546.74\n$559.11\n2%\n\n\nNXP Semiconductors N.V. NXPI\n66%\n$210.53\n$230.63\n10%\n\n\nTexas Instruments Inc. TXN\n44%\n$189.34\n$204.03\n8%\n\n\nApplied Materials Inc. AMAT\n76%\n$142.16\n$161.92\n14%\n\n\nIPG Photonics Corp. IPGP\n57%\n$177.69\n$244.61\n38%\n\n\nApple Inc. AAPL\n75%\n$147.36\n$163.74\n11%\n\n\nMicron Technology Inc. MU\n88%\n$80.86\n$120.03\n48%\n\n\nKeysight Technologies Inc. KEYS\n71%\n$166.71\n$166.46\n0%\n\n\nCorning Inc. GLW\n67%\n$41.70\n$48.75\n17%\n\n\nQorvo Inc. QRVO\n64%\n$195.18\n$214.00\n10%\n\n\nAmphenol Corp. Class A APH\n56%\n$73.83\n$78.57\n6%\n\n\nSource: FactSet\n\n\n\n\n\n\n\nWall Street analysts' ratings and price targets are based on one-year outlooks -- a tradition in the brokerage industry. But one year is a short period for committed long-term investors. So the longer-term look at sales-growth projections in the second table doesn't necessarily fit in with the 12-month price targets and ratings.\nAs always, a snapshot of data isn't enough to make an investing decision. If you're considering a stock for investment, it is best to do your own research and form your own opinion about a company's likelihood of remaining competitive over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807413157,"gmtCreate":1628049191079,"gmtModify":1703500274017,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807413157","repostId":"2156312793","repostType":4,"repost":{"id":"2156312793","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":1628031785,"share":"https://ttm.financial/m/news/2156312793?lang=&edition=fundamental","pubTime":"2021-08-04 07:03","market":"us","language":"en","title":"S&P 500 closes at record high as Apple, healthcare stocks help shrug off Delta worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2156312793","media":"Reuters","summary":"Translate Bio surges on sale to $Sanofi$ in $3.2-bln deal. Focus on services sector data, jobs report this week. NEW YORK, Aug 3 - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.“Even though the pandemic is still w","content":"<ul>\n <li>Dupont, Discovery slide despite strong earnings</li>\n</ul>\n<ul>\n <li>Translate Bio surges on sale to <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> in $3.2-bln deal</li>\n</ul>\n<ul>\n <li>Focus on services sector data, jobs report this week</li>\n</ul>\n<ul>\n <li>Indexes up: Dow 0.8%, S&P 0.82%, Nasdaq 0.55%</li>\n</ul>\n<p>NEW YORK, Aug 3 (Reuters) - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.</p>\n<p>Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.</p>\n<p>“Even though the pandemic is still with us in certain places where there are pockets of this and that, the broad shutdowns of economies are not going to happen. And I think it demonstrates that consumption patterns are super strong, which is the underlying factor that really keeps markets up,” said Jamie Cox, managing partner at Harris Financial Group in Richmond, Virginia.</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.26% after sliding last week. Other heavyweight technology stocks, including <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, continued to edge lower, capping gains on the tech-heavy Nasdaq.</p>\n<p>A clutch of U.S. companies, including industrial materials maker <a href=\"https://laohu8.com/S/DFT\">Dupont Fabros Technology</a> and Discovery Inc, reported better-than-expected quarterly results, but their shares fell as investors booked profits amid lofty stock valuations.</p>\n<p>A deepening regulatory scrutiny in China has sent jitters through the global technology sector.</p>\n<p>Shares in U.S.- and European-listed gaming companies fell after a steep sell-off in China's social media and video games group <a href=\"https://laohu8.com/S/00700\">TENCENT</a>, driven by fears the sector could be next in regulators' crosshairs.</p>\n<p>\"Grand Theft Auto\" creator <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc plunged 7.71% after it issued a disappointing sales forecast.</p>\n<p>The Dow Jones Industrial Average rose 278.24 points, or 0.8%, to 35,116.4, the <a href=\"https://laohu8.com/S/.SPX\">S&P 500</a> gained 35.99 points, or 0.82%, to 4,423.15 and the <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> added 80.23 points, or 0.55%, to 14,761.30.</p>\n<p>The S&P 500's previous record closing high was 4,422.30.</p>\n<p>Data on Tuesday showed U.S. factory orders rose 1.5% in June after a 2.3% increase in the previous month. Economists polled by Reuters had expected a rise of 1% in June.</p>\n<p>Later in the week, focus will shift to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>In M&A-driven moves, <a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged 29.23% after France's <a href=\"https://laohu8.com/S/SNYNF\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>Under Armour Inc and Ralph Lauren Corp jumped 6.19% and 6.13% respectively after raising their annual revenue forecasts.</p>\n<p>Overall, earnings at S&P 500 firms are estimated to have climbed about 90% in the second quarter versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>“The earnings reports continue to come in very strong or stronger than people expect, which leads me to believe that people are underestimating the strength of recovery,” said Cox.</p>\n<p>Volume on U.S. exchanges was 9.28 billion shares, compared with the 9.73 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 70 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 91 new highs and 117 new lows.</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 closes at record high as Apple, healthcare stocks help shrug off Delta worries</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 closes at record high as Apple, healthcare stocks help shrug off Delta worries\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\">2021-08-04 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Dupont, Discovery slide despite strong earnings</li>\n</ul>\n<ul>\n <li>Translate Bio surges on sale to <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> in $3.2-bln deal</li>\n</ul>\n<ul>\n <li>Focus on services sector data, jobs report this week</li>\n</ul>\n<ul>\n <li>Indexes up: Dow 0.8%, S&P 0.82%, Nasdaq 0.55%</li>\n</ul>\n<p>NEW YORK, Aug 3 (Reuters) - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.</p>\n<p>Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.</p>\n<p>“Even though the pandemic is still with us in certain places where there are pockets of this and that, the broad shutdowns of economies are not going to happen. And I think it demonstrates that consumption patterns are super strong, which is the underlying factor that really keeps markets up,” said Jamie Cox, managing partner at Harris Financial Group in Richmond, Virginia.</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.26% after sliding last week. Other heavyweight technology stocks, including <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, continued to edge lower, capping gains on the tech-heavy Nasdaq.</p>\n<p>A clutch of U.S. companies, including industrial materials maker <a href=\"https://laohu8.com/S/DFT\">Dupont Fabros Technology</a> and Discovery Inc, reported better-than-expected quarterly results, but their shares fell as investors booked profits amid lofty stock valuations.</p>\n<p>A deepening regulatory scrutiny in China has sent jitters through the global technology sector.</p>\n<p>Shares in U.S.- and European-listed gaming companies fell after a steep sell-off in China's social media and video games group <a href=\"https://laohu8.com/S/00700\">TENCENT</a>, driven by fears the sector could be next in regulators' crosshairs.</p>\n<p>\"Grand Theft Auto\" creator <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc plunged 7.71% after it issued a disappointing sales forecast.</p>\n<p>The Dow Jones Industrial Average rose 278.24 points, or 0.8%, to 35,116.4, the <a href=\"https://laohu8.com/S/.SPX\">S&P 500</a> gained 35.99 points, or 0.82%, to 4,423.15 and the <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> added 80.23 points, or 0.55%, to 14,761.30.</p>\n<p>The S&P 500's previous record closing high was 4,422.30.</p>\n<p>Data on Tuesday showed U.S. factory orders rose 1.5% in June after a 2.3% increase in the previous month. Economists polled by Reuters had expected a rise of 1% in June.</p>\n<p>Later in the week, focus will shift to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>In M&A-driven moves, <a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged 29.23% after France's <a href=\"https://laohu8.com/S/SNYNF\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>Under Armour Inc and Ralph Lauren Corp jumped 6.19% and 6.13% respectively after raising their annual revenue forecasts.</p>\n<p>Overall, earnings at S&P 500 firms are estimated to have climbed about 90% in the second quarter versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>“The earnings reports continue to come in very strong or stronger than people expect, which leads me to believe that people are underestimating the strength of recovery,” said Cox.</p>\n<p>Volume on U.S. exchanges was 9.28 billion shares, compared with the 9.73 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 70 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 91 new highs and 117 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TTWO":"Take-Two Interactive Software","AAPL":"苹果","IVV":"标普500指数ETF","SH":"标普500反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","OEX":"标普100","SSO":"两倍做多标普500ETF","DISCA":"探索传播","SPXU":"三倍做空标普500ETF","NFLX":"奈飞","RL":"拉夫劳伦","UAA":"安德玛公司A类股","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","TBIO":"TELESIS BIO","SDS":"两倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156312793","content_text":"Dupont, Discovery slide despite strong earnings\n\n\nTranslate Bio surges on sale to Sanofi in $3.2-bln deal\n\n\nFocus on services sector data, jobs report this week\n\n\nIndexes up: Dow 0.8%, S&P 0.82%, Nasdaq 0.55%\n\nNEW YORK, Aug 3 (Reuters) - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.\nTen of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.\n“Even though the pandemic is still with us in certain places where there are pockets of this and that, the broad shutdowns of economies are not going to happen. And I think it demonstrates that consumption patterns are super strong, which is the underlying factor that really keeps markets up,” said Jamie Cox, managing partner at Harris Financial Group in Richmond, Virginia.\nApple rose 1.26% after sliding last week. Other heavyweight technology stocks, including Netflix, Tesla Motors and Facebook Inc, continued to edge lower, capping gains on the tech-heavy Nasdaq.\nA clutch of U.S. companies, including industrial materials maker Dupont Fabros Technology and Discovery Inc, reported better-than-expected quarterly results, but their shares fell as investors booked profits amid lofty stock valuations.\nA deepening regulatory scrutiny in China has sent jitters through the global technology sector.\nShares in U.S.- and European-listed gaming companies fell after a steep sell-off in China's social media and video games group TENCENT, driven by fears the sector could be next in regulators' crosshairs.\n\"Grand Theft Auto\" creator Take-Two Interactive Software Inc plunged 7.71% after it issued a disappointing sales forecast.\nThe Dow Jones Industrial Average rose 278.24 points, or 0.8%, to 35,116.4, the S&P 500 gained 35.99 points, or 0.82%, to 4,423.15 and the NASDAQ added 80.23 points, or 0.55%, to 14,761.30.\nThe S&P 500's previous record closing high was 4,422.30.\nData on Tuesday showed U.S. factory orders rose 1.5% in June after a 2.3% increase in the previous month. Economists polled by Reuters had expected a rise of 1% in June.\nLater in the week, focus will shift to data on the U.S. services sector and the monthly jobs report for July.\nIn M&A-driven moves, Translate Bio Inc. surged 29.23% after France's Sanofi agreed to buy the U.S. biotech company in a $3.2 billion deal.\nUnder Armour Inc and Ralph Lauren Corp jumped 6.19% and 6.13% respectively after raising their annual revenue forecasts.\nOverall, earnings at S&P 500 firms are estimated to have climbed about 90% in the second quarter versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.\n“The earnings reports continue to come in very strong or stronger than people expect, which leads me to believe that people are underestimating the strength of recovery,” said Cox.\nVolume on U.S. exchanges was 9.28 billion shares, compared with the 9.73 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.\nThe S&P 500 posted 70 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 91 new highs and 117 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807949844,"gmtCreate":1627998393388,"gmtModify":1703499360673,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Fight","listText":"Fight","text":"Fight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807949844","repostId":"1168499499","repostType":4,"repost":{"id":"1168499499","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627997574,"share":"https://ttm.financial/m/news/1168499499?lang=&edition=fundamental","pubTime":"2021-08-03 21:32","market":"us","language":"en","title":"US stocks start with gains, Chinese gaming stocks listed in the U.S. slump","url":"https://stock-news.laohu8.com/highlight/detail?id=1168499499","media":"Tiger Newspress","summary":"(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.\nTra","content":"<p>(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.</p>\n<p><a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged over 29%, Sanofi to buy Translate Bio for $3.2 Billion in mRNA push.</p>\n<p><img src=\"https://static.tigerbbs.com/ac2ec4c9d5aac2cca29ef161185f3f43\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>The big story overnight was China's latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth. \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in morning trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 9.39%, Bilibili falls 7.61%, Huya declines 4.56% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 4.63% as of 9:32am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -2.95%, Pinduoduo -2.12%, Baidu -1.90%.</p>\n<p><img src=\"https://static.tigerbbs.com/ad987a54ef50f83b93a4a205cbc8c082\" tg-width=\"375\" tg-height=\"798\" referrerpolicy=\"no-referrer\">EV stocks mixed in morning rading. Tesla gains again after Piper Sandler forecasts more margin improvement.<img src=\"https://static.tigerbbs.com/35d64d48eaf6da5ce1c09b3805d0ca61\" tg-width=\"371\" tg-height=\"164\" referrerpolicy=\"no-referrer\">BP rose over 4% in morning trading. BP ups dividend and announces $1.4bn buyback as profits recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0dbe78fc9fab965329baed3939df25cc\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\">Nikola fell over 2% in morning trading. Nikola Q2 adj. per-share loss 20 cents, beats loss 30 cents estimate.</p>\n<ul>\n <li>Nikola Q2 per-share loss 36 cents vs. loss 43 cents a year ago;</li>\n <li>Nikola Q2 net loss 143.23bln vs. net loss 115.78bln a year ago.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fcc64b76099a23fd307ddbd5392615f2\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></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>US stocks start with gains, Chinese gaming stocks listed in the U.S. slump</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\">\nUS stocks start with gains, Chinese gaming stocks listed in the U.S. slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.</p>\n<p><a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged over 29%, Sanofi to buy Translate Bio for $3.2 Billion in mRNA push.</p>\n<p><img src=\"https://static.tigerbbs.com/ac2ec4c9d5aac2cca29ef161185f3f43\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>The big story overnight was China's latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth. \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in morning trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 9.39%, Bilibili falls 7.61%, Huya declines 4.56% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 4.63% as of 9:32am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -2.95%, Pinduoduo -2.12%, Baidu -1.90%.</p>\n<p><img src=\"https://static.tigerbbs.com/ad987a54ef50f83b93a4a205cbc8c082\" tg-width=\"375\" tg-height=\"798\" referrerpolicy=\"no-referrer\">EV stocks mixed in morning rading. Tesla gains again after Piper Sandler forecasts more margin improvement.<img src=\"https://static.tigerbbs.com/35d64d48eaf6da5ce1c09b3805d0ca61\" tg-width=\"371\" tg-height=\"164\" referrerpolicy=\"no-referrer\">BP rose over 4% in morning trading. BP ups dividend and announces $1.4bn buyback as profits recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0dbe78fc9fab965329baed3939df25cc\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\">Nikola fell over 2% in morning trading. Nikola Q2 adj. per-share loss 20 cents, beats loss 30 cents estimate.</p>\n<ul>\n <li>Nikola Q2 per-share loss 36 cents vs. loss 43 cents a year ago;</li>\n <li>Nikola Q2 net loss 143.23bln vs. net loss 115.78bln a year ago.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fcc64b76099a23fd307ddbd5392615f2\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168499499","content_text":"(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.\nTranslate Bio Inc. surged over 29%, Sanofi to buy Translate Bio for $3.2 Billion in mRNA push.\n\nThe big story overnight was China's latest crackdown in which the XInhua-affiliated Economic Information Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth. \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.\nNot surprisingly, Chinese gaming stocks listed in the U.S. slump in morning trading; among the biggest gaming-related stocks falling this morning, NetEase sinks 9.39%, Bilibili falls 7.61%, Huya declines 4.56% and DouYu International slides 4.63% as of 9:32am in New York, Other large-cap Chinese stocks are also lower in U.S. premarket trading: Alibaba -2.95%, Pinduoduo -2.12%, Baidu -1.90%.\nEV stocks mixed in morning rading. Tesla gains again after Piper Sandler forecasts more margin improvement.BP rose over 4% in morning trading. BP ups dividend and announces $1.4bn buyback as profits recover.\nNikola fell over 2% in morning trading. Nikola Q2 adj. per-share loss 20 cents, beats loss 30 cents estimate.\n\nNikola Q2 per-share loss 36 cents vs. loss 43 cents a year ago;\nNikola Q2 net loss 143.23bln vs. net loss 115.78bln a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807025440,"gmtCreate":1627990648280,"gmtModify":1703499198883,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"fight","listText":"fight","text":"fight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807025440","repostId":"1138232884","repostType":4,"repost":{"id":"1138232884","kind":"news","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":1627985858,"share":"https://ttm.financial/m/news/1138232884?lang=&edition=fundamental","pubTime":"2021-08-03 18:17","market":"us","language":"en","title":"U.S. hiring may have slowed in July amid COVID surge -data","url":"https://stock-news.laohu8.com/highlight/detail?id=1138232884","media":"Reuters","summary":"WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as ","content":"<p>WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as widely expected - with particular softness among states that ended federal unemployment benefits and areas where the COVID-19 Delta variant is raging.</p>\n<p>Payroll firm UKG said growth in employees across a wide set of industries grew 1.1% from mid-June to mid-July, coinciding with the period when the federal government employment survey is conducted. That was about half the 2% rate of growth seen between May and June, ahead of a blockbuster June national jobs report showing 850,000 additional positions added to payrolls.</p>\n<p>Data on small business hiring from time management company Homebase also fell from mid-June to mid-July.</p>\n<p>Notably, a UKG analysis of data spanning the period when 26 states began halting federal unemployment benefits showed that growth in work shifts in those states was half of what it was elsewhere - 2.2% from May through July versus 4.1%.</p>\n<p>That adds to an accumulating body of evidence that the gamble a largely Republican group of governors made in halting the $300 weekly stipends didn’t parlay into more jobs.</p>\n<p>“People are returning to work on their own. We just haven’t seen the surge of people returning that businesses were hoping for,” said UKG vice president Dave Gilbertson. He anticipates a smaller number of jobs added in July than in June.</p>\n<p>National jobs and unemployment data will be updated Friday in a Labor Department report closely watched for evidence about the path of a U.S. economy that has already returned to pre-pandemic levels in terms of output but remains roughly 7 million jobs shy of where it was in early 2020.</p>\n<p>In contrast with Gilbertston’s view, the median estimate of economists polled by Reuters is that hiring continued apace in July, with companies forecast to have added 880,000 payroll jobs.</p>\n<p>DELTA HEADWINDS</p>\n<p>Gilbertson said he still anticipated strong hiring in the fall as schools presumably reopen and daily life continues to notch back toward normal.</p>\n<p>That may well depend, however, on how the economy responds to the resurgence of coronavirus infections led by the highly contagious Delta variant. Evidence may be emerging that the renewed outbreak is taking a toll, particularly in some of those Republican-led states where hiring has proved stodgy despite the early cutoff of the unemployment benefits.</p>\n<p>A state-level recovery index from Oxford Economics, for example, points to a drop in economic activity and employment among high-infection states like Florida, Missouri and Arkansas.</p>\n<p>“Recoveries were either flat or weaker in the high breakout states,” said Oxford lead U.S. economist Oren Klachkin, leading the firm’s national recovery index to decline for the first time since April. Worsening health data nationally may “show the recovery slipping.”</p>\n<p>So far that has not been evident in other data series.</p>\n<p>The Transportation Security Administration showed 4.2 million travelers checked onto flights last weekend, about 85% of the comparable weekend in 2019 and in line with recent weeks. OpenTable showed diners continued turning up at restaurants at levels comparable to 2019.</p>\n<p>During the pandemic economists have paid particular attention to “mobility,” the movement of people outside their homes, as a general sign of recovery. As of now, Klachkin said, it “hasn’t slowed.”</p>\n<p>MINIMAL IMPACT FROM CUTTING BENEFITS</p>\n<p>But neither does the U.S. economy seem to be kicking into a higher gear when it comes to hiring.</p>\n<p>With roughly one job available for every person estimated to be unemployed, economists have puzzled over why positions aren’t filling faster, and offered a list of reasons from the ongoing fear of infection to the lack of available child care.</p>\n<p>Recent analysis has consistently minimized one of those explanations: the impact of the extra unemployment benefits.</p>\n<p>Researchers at the University of Chicago and the JPMorgan Chase Institute, using JPMorgan data on account holders who lost jobs and received enhanced unemployment benefits, found that through April the payments diminished the reemployment rate by no more than 1 percentage point. The payments, offered with few conditions to a broadened group of individuals, were $600 per week early in the pandemic and reduced to $300 late in 2020. They were a key reason personal income rose during the pandemic despite massive unemployment.</p>\n<p>Arindrajit Dube, a University of Massachusetts Amherst economics professor, used data from the Census Household Pulse Survey to conclude that the suspension of the benefits in a group of states did nothing to boost hiring but instead “increased self-reported hardship in paying for regular expenses.”</p>\n<p>UKG’s Gilbertson said he attributed the slower rate of shift growth in the one group of states to the fact that they generally were among those that imposed fewer restrictions early in the pandemic and “didn’t have as far to cover.” It was also possible that the surge in cases is leading to “some early signs of a slowdown.”</p>\n<p>Either way, he said the data seemed clear on one point: “The extra benefits were likely not the thing holding (individuals) back from accepting a new job.”</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>U.S. hiring may have slowed in July amid COVID surge -data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. hiring may have slowed in July amid COVID surge -data\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\">2021-08-03 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as widely expected - with particular softness among states that ended federal unemployment benefits and areas where the COVID-19 Delta variant is raging.</p>\n<p>Payroll firm UKG said growth in employees across a wide set of industries grew 1.1% from mid-June to mid-July, coinciding with the period when the federal government employment survey is conducted. That was about half the 2% rate of growth seen between May and June, ahead of a blockbuster June national jobs report showing 850,000 additional positions added to payrolls.</p>\n<p>Data on small business hiring from time management company Homebase also fell from mid-June to mid-July.</p>\n<p>Notably, a UKG analysis of data spanning the period when 26 states began halting federal unemployment benefits showed that growth in work shifts in those states was half of what it was elsewhere - 2.2% from May through July versus 4.1%.</p>\n<p>That adds to an accumulating body of evidence that the gamble a largely Republican group of governors made in halting the $300 weekly stipends didn’t parlay into more jobs.</p>\n<p>“People are returning to work on their own. We just haven’t seen the surge of people returning that businesses were hoping for,” said UKG vice president Dave Gilbertson. He anticipates a smaller number of jobs added in July than in June.</p>\n<p>National jobs and unemployment data will be updated Friday in a Labor Department report closely watched for evidence about the path of a U.S. economy that has already returned to pre-pandemic levels in terms of output but remains roughly 7 million jobs shy of where it was in early 2020.</p>\n<p>In contrast with Gilbertston’s view, the median estimate of economists polled by Reuters is that hiring continued apace in July, with companies forecast to have added 880,000 payroll jobs.</p>\n<p>DELTA HEADWINDS</p>\n<p>Gilbertson said he still anticipated strong hiring in the fall as schools presumably reopen and daily life continues to notch back toward normal.</p>\n<p>That may well depend, however, on how the economy responds to the resurgence of coronavirus infections led by the highly contagious Delta variant. Evidence may be emerging that the renewed outbreak is taking a toll, particularly in some of those Republican-led states where hiring has proved stodgy despite the early cutoff of the unemployment benefits.</p>\n<p>A state-level recovery index from Oxford Economics, for example, points to a drop in economic activity and employment among high-infection states like Florida, Missouri and Arkansas.</p>\n<p>“Recoveries were either flat or weaker in the high breakout states,” said Oxford lead U.S. economist Oren Klachkin, leading the firm’s national recovery index to decline for the first time since April. Worsening health data nationally may “show the recovery slipping.”</p>\n<p>So far that has not been evident in other data series.</p>\n<p>The Transportation Security Administration showed 4.2 million travelers checked onto flights last weekend, about 85% of the comparable weekend in 2019 and in line with recent weeks. OpenTable showed diners continued turning up at restaurants at levels comparable to 2019.</p>\n<p>During the pandemic economists have paid particular attention to “mobility,” the movement of people outside their homes, as a general sign of recovery. As of now, Klachkin said, it “hasn’t slowed.”</p>\n<p>MINIMAL IMPACT FROM CUTTING BENEFITS</p>\n<p>But neither does the U.S. economy seem to be kicking into a higher gear when it comes to hiring.</p>\n<p>With roughly one job available for every person estimated to be unemployed, economists have puzzled over why positions aren’t filling faster, and offered a list of reasons from the ongoing fear of infection to the lack of available child care.</p>\n<p>Recent analysis has consistently minimized one of those explanations: the impact of the extra unemployment benefits.</p>\n<p>Researchers at the University of Chicago and the JPMorgan Chase Institute, using JPMorgan data on account holders who lost jobs and received enhanced unemployment benefits, found that through April the payments diminished the reemployment rate by no more than 1 percentage point. The payments, offered with few conditions to a broadened group of individuals, were $600 per week early in the pandemic and reduced to $300 late in 2020. They were a key reason personal income rose during the pandemic despite massive unemployment.</p>\n<p>Arindrajit Dube, a University of Massachusetts Amherst economics professor, used data from the Census Household Pulse Survey to conclude that the suspension of the benefits in a group of states did nothing to boost hiring but instead “increased self-reported hardship in paying for regular expenses.”</p>\n<p>UKG’s Gilbertson said he attributed the slower rate of shift growth in the one group of states to the fact that they generally were among those that imposed fewer restrictions early in the pandemic and “didn’t have as far to cover.” It was also possible that the surge in cases is leading to “some early signs of a slowdown.”</p>\n<p>Either way, he said the data seemed clear on one point: “The extra benefits were likely not the thing holding (individuals) back from accepting a new job.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138232884","content_text":"WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as widely expected - with particular softness among states that ended federal unemployment benefits and areas where the COVID-19 Delta variant is raging.\nPayroll firm UKG said growth in employees across a wide set of industries grew 1.1% from mid-June to mid-July, coinciding with the period when the federal government employment survey is conducted. That was about half the 2% rate of growth seen between May and June, ahead of a blockbuster June national jobs report showing 850,000 additional positions added to payrolls.\nData on small business hiring from time management company Homebase also fell from mid-June to mid-July.\nNotably, a UKG analysis of data spanning the period when 26 states began halting federal unemployment benefits showed that growth in work shifts in those states was half of what it was elsewhere - 2.2% from May through July versus 4.1%.\nThat adds to an accumulating body of evidence that the gamble a largely Republican group of governors made in halting the $300 weekly stipends didn’t parlay into more jobs.\n“People are returning to work on their own. We just haven’t seen the surge of people returning that businesses were hoping for,” said UKG vice president Dave Gilbertson. He anticipates a smaller number of jobs added in July than in June.\nNational jobs and unemployment data will be updated Friday in a Labor Department report closely watched for evidence about the path of a U.S. economy that has already returned to pre-pandemic levels in terms of output but remains roughly 7 million jobs shy of where it was in early 2020.\nIn contrast with Gilbertston’s view, the median estimate of economists polled by Reuters is that hiring continued apace in July, with companies forecast to have added 880,000 payroll jobs.\nDELTA HEADWINDS\nGilbertson said he still anticipated strong hiring in the fall as schools presumably reopen and daily life continues to notch back toward normal.\nThat may well depend, however, on how the economy responds to the resurgence of coronavirus infections led by the highly contagious Delta variant. Evidence may be emerging that the renewed outbreak is taking a toll, particularly in some of those Republican-led states where hiring has proved stodgy despite the early cutoff of the unemployment benefits.\nA state-level recovery index from Oxford Economics, for example, points to a drop in economic activity and employment among high-infection states like Florida, Missouri and Arkansas.\n“Recoveries were either flat or weaker in the high breakout states,” said Oxford lead U.S. economist Oren Klachkin, leading the firm’s national recovery index to decline for the first time since April. Worsening health data nationally may “show the recovery slipping.”\nSo far that has not been evident in other data series.\nThe Transportation Security Administration showed 4.2 million travelers checked onto flights last weekend, about 85% of the comparable weekend in 2019 and in line with recent weeks. OpenTable showed diners continued turning up at restaurants at levels comparable to 2019.\nDuring the pandemic economists have paid particular attention to “mobility,” the movement of people outside their homes, as a general sign of recovery. As of now, Klachkin said, it “hasn’t slowed.”\nMINIMAL IMPACT FROM CUTTING BENEFITS\nBut neither does the U.S. economy seem to be kicking into a higher gear when it comes to hiring.\nWith roughly one job available for every person estimated to be unemployed, economists have puzzled over why positions aren’t filling faster, and offered a list of reasons from the ongoing fear of infection to the lack of available child care.\nRecent analysis has consistently minimized one of those explanations: the impact of the extra unemployment benefits.\nResearchers at the University of Chicago and the JPMorgan Chase Institute, using JPMorgan data on account holders who lost jobs and received enhanced unemployment benefits, found that through April the payments diminished the reemployment rate by no more than 1 percentage point. The payments, offered with few conditions to a broadened group of individuals, were $600 per week early in the pandemic and reduced to $300 late in 2020. They were a key reason personal income rose during the pandemic despite massive unemployment.\nArindrajit Dube, a University of Massachusetts Amherst economics professor, used data from the Census Household Pulse Survey to conclude that the suspension of the benefits in a group of states did nothing to boost hiring but instead “increased self-reported hardship in paying for regular expenses.”\nUKG’s Gilbertson said he attributed the slower rate of shift growth in the one group of states to the fact that they generally were among those that imposed fewer restrictions early in the pandemic and “didn’t have as far to cover.” It was also possible that the surge in cases is leading to “some early signs of a slowdown.”\nEither way, he said the data seemed clear on one point: “The extra benefits were likely not the thing holding (individuals) back from accepting a new job.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807025892,"gmtCreate":1627990625716,"gmtModify":1703499198721,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807025892","repostId":"2156512895","repostType":4,"repost":{"id":"2156512895","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":1627989813,"share":"https://ttm.financial/m/news/2156512895?lang=&edition=fundamental","pubTime":"2021-08-03 19:23","market":"us","language":"en","title":"Futures rise on earnings, M&A cheer amid growing Delta worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2156512895","media":"Reuters","summary":"Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n\nAug 3 (Reuters) - U.S. stock index futures rose on ","content":"<blockquote>\n Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n</blockquote>\n<p>Aug 3 (Reuters) - U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>Shares of Dupont rose 2.5% in premarket trading after the industrial materials maker raised its full-year forecast for a second time.</p>\n<p>Stronger-than-expected profit reports have ratcheted up already high forecasts of second-quarter results for Corporate America, with earnings now estimated to have climbed about 90% versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>Still, Wall Street's main indexes have slipped from record highs as investors booked profit amid lofty stock valuations and as concerns over slowing economic growth and rising cases of the Delta variant hit sentiment.</p>\n<p>A deepening regulatory crackdown in China has also sent jitters across the global technology sector. China's Tencent Holdings Ltd slumped as much as 10% in Asia after a Chinese state media outlet branded online games as \"spiritual opium\".</p>\n<p>Shares of U.S.-listed gaming companies including Activision Blizzard Inc, <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc and Electronic Arts Inc inched lower by 07:08 a.m. ET.</p>\n<p>Dow e-minis rose 0.47%, S&P500 e-minis added 0.37% and Nasdaq 100 e-minis gained 0.11%.</p>\n<p>Bond yields steadied after weaker-than-expected manufacturing data in the previous session sent them to their lowest since July 20.</p>\n<p>Shares of major U.S. banks, which generally track yields, also inched higher in early deals.</p>\n<p>Focus on Tuesday will be on factory orders for June, while later in the week, traders will turn to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>Translate Bio surged 29.5% after France's <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>In earnings-driven moves, Under Armour Inc jumped 4.5% after raising its annual revenue forecast, while drugmaker Eli Lilly and Co slipped 1.6% as it reported a 2% drop in quarterly profit.</p>\n<p>(Reporting by Sagarika Jaisinghani in Bengaluru; Editing by Arun Koyyur)</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>Futures rise on earnings, M&A cheer amid growing Delta worries</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\">\nFutures rise on earnings, M&A cheer amid growing Delta worries\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\">2021-08-03 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n</blockquote>\n<p>Aug 3 (Reuters) - U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>Shares of Dupont rose 2.5% in premarket trading after the industrial materials maker raised its full-year forecast for a second time.</p>\n<p>Stronger-than-expected profit reports have ratcheted up already high forecasts of second-quarter results for Corporate America, with earnings now estimated to have climbed about 90% versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>Still, Wall Street's main indexes have slipped from record highs as investors booked profit amid lofty stock valuations and as concerns over slowing economic growth and rising cases of the Delta variant hit sentiment.</p>\n<p>A deepening regulatory crackdown in China has also sent jitters across the global technology sector. China's Tencent Holdings Ltd slumped as much as 10% in Asia after a Chinese state media outlet branded online games as \"spiritual opium\".</p>\n<p>Shares of U.S.-listed gaming companies including Activision Blizzard Inc, <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc and Electronic Arts Inc inched lower by 07:08 a.m. ET.</p>\n<p>Dow e-minis rose 0.47%, S&P500 e-minis added 0.37% and Nasdaq 100 e-minis gained 0.11%.</p>\n<p>Bond yields steadied after weaker-than-expected manufacturing data in the previous session sent them to their lowest since July 20.</p>\n<p>Shares of major U.S. banks, which generally track yields, also inched higher in early deals.</p>\n<p>Focus on Tuesday will be on factory orders for June, while later in the week, traders will turn to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>Translate Bio surged 29.5% after France's <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>In earnings-driven moves, Under Armour Inc jumped 4.5% after raising its annual revenue forecast, while drugmaker Eli Lilly and Co slipped 1.6% as it reported a 2% drop in quarterly profit.</p>\n<p>(Reporting by Sagarika Jaisinghani in Bengaluru; Editing by Arun Koyyur)</p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156512895","content_text":"Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n\nAug 3 (Reuters) - U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.\nShares of Dupont rose 2.5% in premarket trading after the industrial materials maker raised its full-year forecast for a second time.\nStronger-than-expected profit reports have ratcheted up already high forecasts of second-quarter results for Corporate America, with earnings now estimated to have climbed about 90% versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.\nStill, Wall Street's main indexes have slipped from record highs as investors booked profit amid lofty stock valuations and as concerns over slowing economic growth and rising cases of the Delta variant hit sentiment.\nA deepening regulatory crackdown in China has also sent jitters across the global technology sector. China's Tencent Holdings Ltd slumped as much as 10% in Asia after a Chinese state media outlet branded online games as \"spiritual opium\".\nShares of U.S.-listed gaming companies including Activision Blizzard Inc, Take-Two Interactive Software Inc and Electronic Arts Inc inched lower by 07:08 a.m. ET.\nDow e-minis rose 0.47%, S&P500 e-minis added 0.37% and Nasdaq 100 e-minis gained 0.11%.\nBond yields steadied after weaker-than-expected manufacturing data in the previous session sent them to their lowest since July 20.\nShares of major U.S. banks, which generally track yields, also inched higher in early deals.\nFocus on Tuesday will be on factory orders for June, while later in the week, traders will turn to data on the U.S. services sector and the monthly jobs report for July.\nTranslate Bio surged 29.5% after France's Sanofi agreed to buy the U.S. biotech company in a $3.2 billion deal.\nIn earnings-driven moves, Under Armour Inc jumped 4.5% after raising its annual revenue forecast, while drugmaker Eli Lilly and Co slipped 1.6% as it reported a 2% drop in quarterly profit.\n(Reporting by Sagarika Jaisinghani in Bengaluru; Editing by Arun Koyyur)","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804664266,"gmtCreate":1627954646955,"gmtModify":1703498478036,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804664266","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":891057158,"gmtCreate":1628310196074,"gmtModify":1703504939922,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[Cry] ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[Cry] ","text":"$AMC Entertainment(AMC)$[Cry]","images":[{"img":"https://static.tigerbbs.com/918a3d75f5b2b191fa0c6282b74542e4","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891057158","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807413157,"gmtCreate":1628049191079,"gmtModify":1703500274017,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807413157","repostId":"2156312793","repostType":4,"repost":{"id":"2156312793","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":1628031785,"share":"https://ttm.financial/m/news/2156312793?lang=&edition=fundamental","pubTime":"2021-08-04 07:03","market":"us","language":"en","title":"S&P 500 closes at record high as Apple, healthcare stocks help shrug off Delta worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2156312793","media":"Reuters","summary":"Translate Bio surges on sale to $Sanofi$ in $3.2-bln deal. Focus on services sector data, jobs report this week. NEW YORK, Aug 3 - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.“Even though the pandemic is still w","content":"<ul>\n <li>Dupont, Discovery slide despite strong earnings</li>\n</ul>\n<ul>\n <li>Translate Bio surges on sale to <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> in $3.2-bln deal</li>\n</ul>\n<ul>\n <li>Focus on services sector data, jobs report this week</li>\n</ul>\n<ul>\n <li>Indexes up: Dow 0.8%, S&P 0.82%, Nasdaq 0.55%</li>\n</ul>\n<p>NEW YORK, Aug 3 (Reuters) - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.</p>\n<p>Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.</p>\n<p>“Even though the pandemic is still with us in certain places where there are pockets of this and that, the broad shutdowns of economies are not going to happen. And I think it demonstrates that consumption patterns are super strong, which is the underlying factor that really keeps markets up,” said Jamie Cox, managing partner at Harris Financial Group in Richmond, Virginia.</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.26% after sliding last week. Other heavyweight technology stocks, including <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, continued to edge lower, capping gains on the tech-heavy Nasdaq.</p>\n<p>A clutch of U.S. companies, including industrial materials maker <a href=\"https://laohu8.com/S/DFT\">Dupont Fabros Technology</a> and Discovery Inc, reported better-than-expected quarterly results, but their shares fell as investors booked profits amid lofty stock valuations.</p>\n<p>A deepening regulatory scrutiny in China has sent jitters through the global technology sector.</p>\n<p>Shares in U.S.- and European-listed gaming companies fell after a steep sell-off in China's social media and video games group <a href=\"https://laohu8.com/S/00700\">TENCENT</a>, driven by fears the sector could be next in regulators' crosshairs.</p>\n<p>\"Grand Theft Auto\" creator <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc plunged 7.71% after it issued a disappointing sales forecast.</p>\n<p>The Dow Jones Industrial Average rose 278.24 points, or 0.8%, to 35,116.4, the <a href=\"https://laohu8.com/S/.SPX\">S&P 500</a> gained 35.99 points, or 0.82%, to 4,423.15 and the <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> added 80.23 points, or 0.55%, to 14,761.30.</p>\n<p>The S&P 500's previous record closing high was 4,422.30.</p>\n<p>Data on Tuesday showed U.S. factory orders rose 1.5% in June after a 2.3% increase in the previous month. Economists polled by Reuters had expected a rise of 1% in June.</p>\n<p>Later in the week, focus will shift to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>In M&A-driven moves, <a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged 29.23% after France's <a href=\"https://laohu8.com/S/SNYNF\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>Under Armour Inc and Ralph Lauren Corp jumped 6.19% and 6.13% respectively after raising their annual revenue forecasts.</p>\n<p>Overall, earnings at S&P 500 firms are estimated to have climbed about 90% in the second quarter versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>“The earnings reports continue to come in very strong or stronger than people expect, which leads me to believe that people are underestimating the strength of recovery,” said Cox.</p>\n<p>Volume on U.S. exchanges was 9.28 billion shares, compared with the 9.73 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 70 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 91 new highs and 117 new lows.</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 closes at record high as Apple, healthcare stocks help shrug off Delta worries</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 closes at record high as Apple, healthcare stocks help shrug off Delta worries\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\">2021-08-04 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Dupont, Discovery slide despite strong earnings</li>\n</ul>\n<ul>\n <li>Translate Bio surges on sale to <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> in $3.2-bln deal</li>\n</ul>\n<ul>\n <li>Focus on services sector data, jobs report this week</li>\n</ul>\n<ul>\n <li>Indexes up: Dow 0.8%, S&P 0.82%, Nasdaq 0.55%</li>\n</ul>\n<p>NEW YORK, Aug 3 (Reuters) - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.</p>\n<p>Ten of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.</p>\n<p>“Even though the pandemic is still with us in certain places where there are pockets of this and that, the broad shutdowns of economies are not going to happen. And I think it demonstrates that consumption patterns are super strong, which is the underlying factor that really keeps markets up,” said Jamie Cox, managing partner at Harris Financial Group in Richmond, Virginia.</p>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> rose 1.26% after sliding last week. Other heavyweight technology stocks, including <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, continued to edge lower, capping gains on the tech-heavy Nasdaq.</p>\n<p>A clutch of U.S. companies, including industrial materials maker <a href=\"https://laohu8.com/S/DFT\">Dupont Fabros Technology</a> and Discovery Inc, reported better-than-expected quarterly results, but their shares fell as investors booked profits amid lofty stock valuations.</p>\n<p>A deepening regulatory scrutiny in China has sent jitters through the global technology sector.</p>\n<p>Shares in U.S.- and European-listed gaming companies fell after a steep sell-off in China's social media and video games group <a href=\"https://laohu8.com/S/00700\">TENCENT</a>, driven by fears the sector could be next in regulators' crosshairs.</p>\n<p>\"Grand Theft Auto\" creator <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc plunged 7.71% after it issued a disappointing sales forecast.</p>\n<p>The Dow Jones Industrial Average rose 278.24 points, or 0.8%, to 35,116.4, the <a href=\"https://laohu8.com/S/.SPX\">S&P 500</a> gained 35.99 points, or 0.82%, to 4,423.15 and the <a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a> added 80.23 points, or 0.55%, to 14,761.30.</p>\n<p>The S&P 500's previous record closing high was 4,422.30.</p>\n<p>Data on Tuesday showed U.S. factory orders rose 1.5% in June after a 2.3% increase in the previous month. Economists polled by Reuters had expected a rise of 1% in June.</p>\n<p>Later in the week, focus will shift to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>In M&A-driven moves, <a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged 29.23% after France's <a href=\"https://laohu8.com/S/SNYNF\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>Under Armour Inc and Ralph Lauren Corp jumped 6.19% and 6.13% respectively after raising their annual revenue forecasts.</p>\n<p>Overall, earnings at S&P 500 firms are estimated to have climbed about 90% in the second quarter versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>“The earnings reports continue to come in very strong or stronger than people expect, which leads me to believe that people are underestimating the strength of recovery,” said Cox.</p>\n<p>Volume on U.S. exchanges was 9.28 billion shares, compared with the 9.73 billion average for the full session over the last 20 trading days.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 70 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 91 new highs and 117 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TTWO":"Take-Two Interactive Software","AAPL":"苹果","IVV":"标普500指数ETF","SH":"标普500反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","OEX":"标普100","SSO":"两倍做多标普500ETF","DISCA":"探索传播","SPXU":"三倍做空标普500ETF","NFLX":"奈飞","RL":"拉夫劳伦","UAA":"安德玛公司A类股","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","TBIO":"TELESIS BIO","SDS":"两倍做空标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156312793","content_text":"Dupont, Discovery slide despite strong earnings\n\n\nTranslate Bio surges on sale to Sanofi in $3.2-bln deal\n\n\nFocus on services sector data, jobs report this week\n\n\nIndexes up: Dow 0.8%, S&P 0.82%, Nasdaq 0.55%\n\nNEW YORK, Aug 3 (Reuters) - The S&P 500 index closed at record high on Tuesday on gains in Apple and healthcare stocks, despite concerns over a surge in the Delta variant of the coronavirus taking some shine off an upbeat corporate earnings season.\nTen of the 11 S&P indexes traded higher, with energy stocks rebounding after getting hit by a dip in oil prices.\n“Even though the pandemic is still with us in certain places where there are pockets of this and that, the broad shutdowns of economies are not going to happen. And I think it demonstrates that consumption patterns are super strong, which is the underlying factor that really keeps markets up,” said Jamie Cox, managing partner at Harris Financial Group in Richmond, Virginia.\nApple rose 1.26% after sliding last week. Other heavyweight technology stocks, including Netflix, Tesla Motors and Facebook Inc, continued to edge lower, capping gains on the tech-heavy Nasdaq.\nA clutch of U.S. companies, including industrial materials maker Dupont Fabros Technology and Discovery Inc, reported better-than-expected quarterly results, but their shares fell as investors booked profits amid lofty stock valuations.\nA deepening regulatory scrutiny in China has sent jitters through the global technology sector.\nShares in U.S.- and European-listed gaming companies fell after a steep sell-off in China's social media and video games group TENCENT, driven by fears the sector could be next in regulators' crosshairs.\n\"Grand Theft Auto\" creator Take-Two Interactive Software Inc plunged 7.71% after it issued a disappointing sales forecast.\nThe Dow Jones Industrial Average rose 278.24 points, or 0.8%, to 35,116.4, the S&P 500 gained 35.99 points, or 0.82%, to 4,423.15 and the NASDAQ added 80.23 points, or 0.55%, to 14,761.30.\nThe S&P 500's previous record closing high was 4,422.30.\nData on Tuesday showed U.S. factory orders rose 1.5% in June after a 2.3% increase in the previous month. Economists polled by Reuters had expected a rise of 1% in June.\nLater in the week, focus will shift to data on the U.S. services sector and the monthly jobs report for July.\nIn M&A-driven moves, Translate Bio Inc. surged 29.23% after France's Sanofi agreed to buy the U.S. biotech company in a $3.2 billion deal.\nUnder Armour Inc and Ralph Lauren Corp jumped 6.19% and 6.13% respectively after raising their annual revenue forecasts.\nOverall, earnings at S&P 500 firms are estimated to have climbed about 90% in the second quarter versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.\n“The earnings reports continue to come in very strong or stronger than people expect, which leads me to believe that people are underestimating the strength of recovery,” said Cox.\nVolume on U.S. exchanges was 9.28 billion shares, compared with the 9.73 billion average for the full session over the last 20 trading days.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.60-to-1 ratio; on Nasdaq, a 1.05-to-1 ratio favored decliners.\nThe S&P 500 posted 70 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 91 new highs and 117 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807949844,"gmtCreate":1627998393388,"gmtModify":1703499360673,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Fight","listText":"Fight","text":"Fight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/807949844","repostId":"1168499499","repostType":4,"repost":{"id":"1168499499","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627997574,"share":"https://ttm.financial/m/news/1168499499?lang=&edition=fundamental","pubTime":"2021-08-03 21:32","market":"us","language":"en","title":"US stocks start with gains, Chinese gaming stocks listed in the U.S. slump","url":"https://stock-news.laohu8.com/highlight/detail?id=1168499499","media":"Tiger Newspress","summary":"(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.\nTra","content":"<p>(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.</p>\n<p><a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged over 29%, Sanofi to buy Translate Bio for $3.2 Billion in mRNA push.</p>\n<p><img src=\"https://static.tigerbbs.com/ac2ec4c9d5aac2cca29ef161185f3f43\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>The big story overnight was China's latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth. \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in morning trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 9.39%, Bilibili falls 7.61%, Huya declines 4.56% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 4.63% as of 9:32am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -2.95%, Pinduoduo -2.12%, Baidu -1.90%.</p>\n<p><img src=\"https://static.tigerbbs.com/ad987a54ef50f83b93a4a205cbc8c082\" tg-width=\"375\" tg-height=\"798\" referrerpolicy=\"no-referrer\">EV stocks mixed in morning rading. Tesla gains again after Piper Sandler forecasts more margin improvement.<img src=\"https://static.tigerbbs.com/35d64d48eaf6da5ce1c09b3805d0ca61\" tg-width=\"371\" tg-height=\"164\" referrerpolicy=\"no-referrer\">BP rose over 4% in morning trading. BP ups dividend and announces $1.4bn buyback as profits recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0dbe78fc9fab965329baed3939df25cc\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\">Nikola fell over 2% in morning trading. Nikola Q2 adj. per-share loss 20 cents, beats loss 30 cents estimate.</p>\n<ul>\n <li>Nikola Q2 per-share loss 36 cents vs. loss 43 cents a year ago;</li>\n <li>Nikola Q2 net loss 143.23bln vs. net loss 115.78bln a year ago.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fcc64b76099a23fd307ddbd5392615f2\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></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>US stocks start with gains, Chinese gaming stocks listed in the U.S. slump</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\">\nUS stocks start with gains, Chinese gaming stocks listed in the U.S. slump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-03 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.</p>\n<p><a href=\"https://laohu8.com/S/TBIO\">Translate Bio Inc.</a> surged over 29%, Sanofi to buy Translate Bio for $3.2 Billion in mRNA push.</p>\n<p><img src=\"https://static.tigerbbs.com/ac2ec4c9d5aac2cca29ef161185f3f43\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>The big story overnight was China's latest crackdown in which the XInhua-affiliated Economic <a href=\"https://laohu8.com/S/III\">Information</a> Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth. \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.</p>\n<p>Not surprisingly, Chinese gaming stocks listed in the U.S. slump in morning trading; among the biggest gaming-related stocks falling this morning, <a href=\"https://laohu8.com/S/NTES\">NetEase</a> sinks 9.39%, Bilibili falls 7.61%, Huya declines 4.56% and <a href=\"https://laohu8.com/S/DOYU\">DouYu</a> International slides 4.63% as of 9:32am in <a href=\"https://laohu8.com/S/NWY\">New York</a>, Other large-cap Chinese stocks are also lower in U.S. premarket trading: <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> -2.95%, Pinduoduo -2.12%, Baidu -1.90%.</p>\n<p><img src=\"https://static.tigerbbs.com/ad987a54ef50f83b93a4a205cbc8c082\" tg-width=\"375\" tg-height=\"798\" referrerpolicy=\"no-referrer\">EV stocks mixed in morning rading. Tesla gains again after Piper Sandler forecasts more margin improvement.<img src=\"https://static.tigerbbs.com/35d64d48eaf6da5ce1c09b3805d0ca61\" tg-width=\"371\" tg-height=\"164\" referrerpolicy=\"no-referrer\">BP rose over 4% in morning trading. BP ups dividend and announces $1.4bn buyback as profits recover.</p>\n<p><img src=\"https://static.tigerbbs.com/0dbe78fc9fab965329baed3939df25cc\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\">Nikola fell over 2% in morning trading. Nikola Q2 adj. per-share loss 20 cents, beats loss 30 cents estimate.</p>\n<ul>\n <li>Nikola Q2 per-share loss 36 cents vs. loss 43 cents a year ago;</li>\n <li>Nikola Q2 net loss 143.23bln vs. net loss 115.78bln a year ago.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fcc64b76099a23fd307ddbd5392615f2\" tg-width=\"946\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168499499","content_text":"(August 3) US stocks start with gains. Dow and S&P 500 within striking distance of record highs.\nTranslate Bio Inc. surged over 29%, Sanofi to buy Translate Bio for $3.2 Billion in mRNA push.\n\nThe big story overnight was China's latest crackdown in which the XInhua-affiliated Economic Information Daily cited Tencent's \"Honor of Kings\" in an article in which it said minors were addicted to online games and called for more curbs on the industry. The broadside re-ignited investor fears about state intervention in China after Beijing had already targeted the property, education and technology sectors to curb cost pressures and reassert the primacy of socialism after years of runaway market growth. \"They don’t believe anything is off limit and will react, sometimes overreact, to anything on state media that fits the tech crackdown narrative,” Ether Yin, partner at Trivium, a Beijing-based consultancy.\nNot surprisingly, Chinese gaming stocks listed in the U.S. slump in morning trading; among the biggest gaming-related stocks falling this morning, NetEase sinks 9.39%, Bilibili falls 7.61%, Huya declines 4.56% and DouYu International slides 4.63% as of 9:32am in New York, Other large-cap Chinese stocks are also lower in U.S. premarket trading: Alibaba -2.95%, Pinduoduo -2.12%, Baidu -1.90%.\nEV stocks mixed in morning rading. Tesla gains again after Piper Sandler forecasts more margin improvement.BP rose over 4% in morning trading. BP ups dividend and announces $1.4bn buyback as profits recover.\nNikola fell over 2% in morning trading. Nikola Q2 adj. per-share loss 20 cents, beats loss 30 cents estimate.\n\nNikola Q2 per-share loss 36 cents vs. loss 43 cents a year ago;\nNikola Q2 net loss 143.23bln vs. net loss 115.78bln a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892681539,"gmtCreate":1628655103121,"gmtModify":1676529810937,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892681539","repostId":"1163924715","repostType":4,"repost":{"id":"1163924715","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628654753,"share":"https://ttm.financial/m/news/1163924715?lang=&edition=fundamental","pubTime":"2021-08-11 12:05","market":"hk","language":"en","title":"The Ark Funds' Actions to Lighten up China Concepts Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1163924715","media":"Tiger Newspress","summary":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond","content":"<p><b>Pre-market overview</b></p>\n<p>U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p>\n<p>In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p>\n<p>On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p>\n<p><img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p>\n<p><b>About Its Positions</b></p>\n<p>As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p>\n<p>The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p>\n<p><b>Let’s look into the lightening of the Ark Funds</b></p>\n<p>10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p>\n<p>The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p>\n<p>Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p>\n<p>The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p>\n<p>In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</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>The Ark Funds' Actions to Lighten up China Concepts Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Ark Funds' Actions to Lighten up China Concepts Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-11 12:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Pre-market overview</b></p>\n<p>U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p>\n<p>In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p>\n<p>On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p>\n<p><img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p>\n<p><b>About Its Positions</b></p>\n<p>As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p>\n<p>The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p>\n<p><b>Let’s look into the lightening of the Ark Funds</b></p>\n<p>10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p>\n<p>The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p>\n<p>Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p>\n<p>The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p>\n<p>In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BZ":"BOSS直聘","NIU":"小牛电动","LI":"理想汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163924715","content_text":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.\nIn the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.\nOn July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.\n\nAbout Its Positions\nAs a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.\nThe Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including Li Auto, NIO Inc. and XPeng Inc., but NIU Technologies. The electric vehicles produced by Niu Technologies are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".\nLet’s look into the lightening of the Ark Funds\n10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.\nFigure 1\nFigure 2\nThe Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. \nAnother marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.\nThe third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (Kanzhun Limited), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.\nIn the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804664266,"gmtCreate":1627954646955,"gmtModify":1703498478036,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804664266","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807025892,"gmtCreate":1627990625716,"gmtModify":1703499198721,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"go","listText":"go","text":"go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807025892","repostId":"2156512895","repostType":4,"repost":{"id":"2156512895","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":1627989813,"share":"https://ttm.financial/m/news/2156512895?lang=&edition=fundamental","pubTime":"2021-08-03 19:23","market":"us","language":"en","title":"Futures rise on earnings, M&A cheer amid growing Delta worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2156512895","media":"Reuters","summary":"Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n\nAug 3 (Reuters) - U.S. stock index futures rose on ","content":"<blockquote>\n Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n</blockquote>\n<p>Aug 3 (Reuters) - U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>Shares of Dupont rose 2.5% in premarket trading after the industrial materials maker raised its full-year forecast for a second time.</p>\n<p>Stronger-than-expected profit reports have ratcheted up already high forecasts of second-quarter results for Corporate America, with earnings now estimated to have climbed about 90% versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>Still, Wall Street's main indexes have slipped from record highs as investors booked profit amid lofty stock valuations and as concerns over slowing economic growth and rising cases of the Delta variant hit sentiment.</p>\n<p>A deepening regulatory crackdown in China has also sent jitters across the global technology sector. China's Tencent Holdings Ltd slumped as much as 10% in Asia after a Chinese state media outlet branded online games as \"spiritual opium\".</p>\n<p>Shares of U.S.-listed gaming companies including Activision Blizzard Inc, <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc and Electronic Arts Inc inched lower by 07:08 a.m. ET.</p>\n<p>Dow e-minis rose 0.47%, S&P500 e-minis added 0.37% and Nasdaq 100 e-minis gained 0.11%.</p>\n<p>Bond yields steadied after weaker-than-expected manufacturing data in the previous session sent them to their lowest since July 20.</p>\n<p>Shares of major U.S. banks, which generally track yields, also inched higher in early deals.</p>\n<p>Focus on Tuesday will be on factory orders for June, while later in the week, traders will turn to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>Translate Bio surged 29.5% after France's <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>In earnings-driven moves, Under Armour Inc jumped 4.5% after raising its annual revenue forecast, while drugmaker Eli Lilly and Co slipped 1.6% as it reported a 2% drop in quarterly profit.</p>\n<p>(Reporting by Sagarika Jaisinghani in Bengaluru; Editing by Arun Koyyur)</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>Futures rise on earnings, M&A cheer amid growing Delta worries</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\">\nFutures rise on earnings, M&A cheer amid growing Delta worries\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\">2021-08-03 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n</blockquote>\n<p>Aug 3 (Reuters) - U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.</p>\n<p>Shares of Dupont rose 2.5% in premarket trading after the industrial materials maker raised its full-year forecast for a second time.</p>\n<p>Stronger-than-expected profit reports have ratcheted up already high forecasts of second-quarter results for Corporate America, with earnings now estimated to have climbed about 90% versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.</p>\n<p>Still, Wall Street's main indexes have slipped from record highs as investors booked profit amid lofty stock valuations and as concerns over slowing economic growth and rising cases of the Delta variant hit sentiment.</p>\n<p>A deepening regulatory crackdown in China has also sent jitters across the global technology sector. China's Tencent Holdings Ltd slumped as much as 10% in Asia after a Chinese state media outlet branded online games as \"spiritual opium\".</p>\n<p>Shares of U.S.-listed gaming companies including Activision Blizzard Inc, <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc and Electronic Arts Inc inched lower by 07:08 a.m. ET.</p>\n<p>Dow e-minis rose 0.47%, S&P500 e-minis added 0.37% and Nasdaq 100 e-minis gained 0.11%.</p>\n<p>Bond yields steadied after weaker-than-expected manufacturing data in the previous session sent them to their lowest since July 20.</p>\n<p>Shares of major U.S. banks, which generally track yields, also inched higher in early deals.</p>\n<p>Focus on Tuesday will be on factory orders for June, while later in the week, traders will turn to data on the U.S. services sector and the monthly jobs report for July.</p>\n<p>Translate Bio surged 29.5% after France's <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> agreed to buy the U.S. biotech company in a $3.2 billion deal.</p>\n<p>In earnings-driven moves, Under Armour Inc jumped 4.5% after raising its annual revenue forecast, while drugmaker Eli Lilly and Co slipped 1.6% as it reported a 2% drop in quarterly profit.</p>\n<p>(Reporting by Sagarika Jaisinghani in Bengaluru; Editing by Arun Koyyur)</p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156512895","content_text":"Futures up: Dow 0.47%, S&P 0.37%, Nasdaq 0.11%.\n\nAug 3 (Reuters) - U.S. stock index futures rose on Tuesday, as an upbeat corporate earnings season and a pickup in global deals activity lifted demand for risky equities, although gains were capped by concerns around a surge in the Delta variant of the coronavirus.\nShares of Dupont rose 2.5% in premarket trading after the industrial materials maker raised its full-year forecast for a second time.\nStronger-than-expected profit reports have ratcheted up already high forecasts of second-quarter results for Corporate America, with earnings now estimated to have climbed about 90% versus forecasts of 65.4% at the start of July, according to IBES data from Refinitiv.\nStill, Wall Street's main indexes have slipped from record highs as investors booked profit amid lofty stock valuations and as concerns over slowing economic growth and rising cases of the Delta variant hit sentiment.\nA deepening regulatory crackdown in China has also sent jitters across the global technology sector. China's Tencent Holdings Ltd slumped as much as 10% in Asia after a Chinese state media outlet branded online games as \"spiritual opium\".\nShares of U.S.-listed gaming companies including Activision Blizzard Inc, Take-Two Interactive Software Inc and Electronic Arts Inc inched lower by 07:08 a.m. ET.\nDow e-minis rose 0.47%, S&P500 e-minis added 0.37% and Nasdaq 100 e-minis gained 0.11%.\nBond yields steadied after weaker-than-expected manufacturing data in the previous session sent them to their lowest since July 20.\nShares of major U.S. banks, which generally track yields, also inched higher in early deals.\nFocus on Tuesday will be on factory orders for June, while later in the week, traders will turn to data on the U.S. services sector and the monthly jobs report for July.\nTranslate Bio surged 29.5% after France's Sanofi agreed to buy the U.S. biotech company in a $3.2 billion deal.\nIn earnings-driven moves, Under Armour Inc jumped 4.5% after raising its annual revenue forecast, while drugmaker Eli Lilly and Co slipped 1.6% as it reported a 2% drop in quarterly profit.\n(Reporting by Sagarika Jaisinghani in Bengaluru; Editing by Arun Koyyur)","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831342187,"gmtCreate":1629292312449,"gmtModify":1676529993219,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"FeAutee","listText":"FeAutee","text":"FeAutee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/831342187","repostId":"839561366","repostType":1,"repost":{"id":839561366,"gmtCreate":1629166923855,"gmtModify":1676529951615,"author":{"id":"3556134694513016","authorId":"3556134694513016","name":"3Fs","avatar":"https://static.tigerbbs.com/26cf959de8173b4a8aaee5e8568a8eff","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556134694513016","authorIdStr":"3556134694513016"},"themes":[],"title":"Executing a Game Plan on Averaging Down Investment Strategy","htmlText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","listText":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","text":"I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing.In this article, we’ll explore a little deeper about devising a game plan on Averaging Down as an investment strategy.Do note that the focus is primarily on fundamentals first, technical second. As such, as and when we find that there is sufficient value in the company, we will consider purchasing and will use technical to aid our entry and exit positions.Is Averaging Down an Effective Strategy:First, you need to have resources or what we often termed it as warchest.In an ideal world where we have unlimited warchest, that would be nice.In a real world, many of us have a limited resource.Our funds are likely to be limited and even so, we want to cap the","images":[{"img":"https://static.tigerbbs.com/fc91738e34de3415a5934b20a87ff725","width":"828","height":"128"},{"img":"https://static.tigerbbs.com/53db708ef53e9ede6523833aadeac99b","width":"1024","height":"508"},{"img":"https://static.tigerbbs.com/2af63960cb6fcb2f24c72e2da8283a70","width":"2154","height":"920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839561366","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890438704,"gmtCreate":1628127521608,"gmtModify":1703501701505,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890438704","repostId":"2157748627","repostType":4,"repost":{"id":"2157748627","kind":"highlight","pubTimestamp":1628125997,"share":"https://ttm.financial/m/news/2157748627?lang=&edition=fundamental","pubTime":"2021-08-05 09:13","market":"us","language":"en","title":"These 20 tech stocks boosted sales by up to 152% while also expanding profit margins","url":"https://stock-news.laohu8.com/highlight/detail?id=2157748627","media":"MarketWatch","summary":"The winning tech companies include Enphase, AMD and Tesla\nHome-energy company Enphase has seen sales","content":"<p>The winning tech companies include Enphase, <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Tesla</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eed0ea9264a258ecb6b481d2fcda781b\" tg-width=\"1050\" tg-height=\"625\" referrerpolicy=\"no-referrer\"><span>Home-energy company Enphase has seen sales soar this year. ENPHASE ENERGY INC.</span></p>\n<p>With almost three-quarters of S&P 500 companies having reported earnings this season, it's time to review the winners.</p>\n<p>Below is a screen showing 20 U.S. technology companies that appear to be firing on all cylinders, with improving sales, gross margins and operating margins.</p>\n<p>This quarterly earnings season, year-over-year comparisons of results for companies in many industries are distorted because of pandemic shutdowns in 2020. For example, second-quarter sales for Delta Air Lines Inc. <a href=\"https://laohu8.com/S/DAL\">$(DAL)$</a> were up 385% from a year earlier.</p>\n<p>So the following list of earnings-season winners is derived from the 74 companies in the S&P 500 information technology sector, plus six tech players in the communications sector, including Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB), Netflix Inc. <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> and three videogame developers, along with two in the consumer discretionary sector (Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>), for a total of 82 \"tech\" companies.</p>\n<p>What does it mean to be a winner in this environment? Well, investors always want to see a company's sales increasing. They also want to see pricing power for a company's products and services. And in an inflationary environmen and other overhead, investors will keep an eye on operating earnings.</p>\n<p>Businesses always face challenges. The good news for now is that U.S. consumers are happy to spend .</p>\n<p><b>A screen of earnings winners</b></p>\n<p>Beginning with the 82 \"tech\" companies in the S&P 500 (as defined above), 62 had reported financial results for fiscal quarters ending April 30 or later through Aug. 3. Among the 62 companies, 49 increased sales from a year earlier while also improving their gross margins and operating margins.</p>\n<p>A company's gross margin is it net revenue minus the cost of goods or services sold. It reflects a company's pricing power and its direct production costs, including labor and materials. A company's management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It's a good sign if the gross margin is expanding as sales increase.</p>\n<p>A company's operating margin goes further, subtracting more overhead and other expenses that aren't directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.</p>\n<p>Here are the 20 tech companies among the S&P 500 that increased quarterly sales the most from a year earlier while also improving their gross and net margins:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Increase in quarterly sales from year earlier</td>\n <td>Gross margin</td>\n <td>Gross margin -- year-earlier quarter</td>\n <td>Quarterly operating margin</td>\n <td>Operating margin -- year-earlier quarter</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc. ENPH</td>\n <td>151.8%</td>\n <td>39.64</td>\n <td>38.11</td>\n <td>21.20</td>\n <td>11.94</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. AMD</td>\n <td>99.3%</td>\n <td>47.53</td>\n <td>43.89</td>\n <td>24.68</td>\n <td>13.20</td>\n </tr>\n <tr>\n <td>Tesla Inc. TSLA</td>\n <td>98.1%</td>\n <td>24.12</td>\n <td>20.99</td>\n <td>16.86</td>\n <td>14.81</td>\n </tr>\n <tr>\n <td>Qualcomm Inc. QCOM</td>\n <td>64.7%</td>\n <td>57.77</td>\n <td>57.49</td>\n <td>32.27</td>\n <td>23.40</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class A GOOGL</td>\n <td>62.2%</td>\n <td>57.62</td>\n <td>51.36</td>\n <td>36.05</td>\n <td>25.21</td>\n </tr>\n <tr>\n <td>Facebook Inc. Class A FB</td>\n <td>55.6%</td>\n <td>81.43</td>\n <td>79.51</td>\n <td>49.36</td>\n <td>41.03</td>\n </tr>\n <tr>\n <td>Skyworks Solutions Inc. SWKS</td>\n <td>51.5%</td>\n <td>49.82</td>\n <td>44.96</td>\n <td>38.63</td>\n <td>33.92</td>\n </tr>\n <tr>\n <td>TE Connectivity Ltd. TEL</td>\n <td>50.9%</td>\n <td>32.28</td>\n <td>27.75</td>\n <td>24.14</td>\n <td>16.88</td>\n </tr>\n <tr>\n <td>Lam Research Corp. LRCX</td>\n <td>48.7%</td>\n <td>46.20</td>\n <td>45.80</td>\n <td>33.64</td>\n <td>29.54</td>\n </tr>\n <tr>\n <td>Zebra Technologies Corp. Class A ZBRA</td>\n <td>44.9%</td>\n <td>45.90</td>\n <td>41.79</td>\n <td>21.42</td>\n <td>15.79</td>\n </tr>\n <tr>\n <td>NXP Semiconductors N.V. NXPI</td>\n <td>42.9%</td>\n <td>50.12</td>\n <td>26.42</td>\n <td>34.63</td>\n <td>22.40</td>\n </tr>\n <tr>\n <td>Texas Instruments Inc. TXN</td>\n <td>41.4%</td>\n <td>67.18</td>\n <td>64.28</td>\n <td>54.76</td>\n <td>47.89</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>41.2%</td>\n <td>47.47</td>\n <td>44.18</td>\n <td>32.92</td>\n <td>25.95</td>\n </tr>\n <tr>\n <td>IPG Photonics Corp. IPGP</td>\n <td>38.7%</td>\n <td>47.45</td>\n <td>44.67</td>\n <td>30.53</td>\n <td>19.79</td>\n </tr>\n <tr>\n <td>Apple Inc. AAPL</td>\n <td>37.2%</td>\n <td>43.46</td>\n <td>37.11</td>\n <td>33.28</td>\n <td>25.60</td>\n </tr>\n <tr>\n <td>Micron Technology Inc. MU</td>\n <td>36.5%</td>\n <td>41.85</td>\n <td>32.42</td>\n <td>50.70</td>\n <td>42.66</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/KEYS\">Keysight Technologies Inc</a>. KEYS</td>\n <td>36.4%</td>\n <td>60.44</td>\n <td>57.54</td>\n <td>26.45</td>\n <td>20.11</td>\n </tr>\n <tr>\n <td>Corning Inc. GLW</td>\n <td>36.4%</td>\n <td>36.26</td>\n <td>32.33</td>\n <td>26.59</td>\n <td>22.78</td>\n </tr>\n <tr>\n <td>Qorvo Inc. QRVO</td>\n <td>36.2%</td>\n <td>49.26</td>\n <td>42.88</td>\n <td>37.73</td>\n <td>30.78</td>\n </tr>\n <tr>\n <td>Amphenol Corp. Class A APH</td>\n <td>33.5%</td>\n <td>31.77</td>\n <td>30.38</td>\n <td>23.90</td>\n <td>21.58</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p><b>Outlook through 2023</b></p>\n<p>Long-term investors might be interested in seeing how much more sales growth is expected for these companies, based on consensus estimates among analysts polled by FactSet going out another couple of years. Leaving the group in the same order, here are expected compound annual growth rates (CAGR) for sales through 2023, with 2020 as the baseline:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Estimated revenue -- calendar 2020</td>\n <td>Estimated revenue -- calendar 2021</td>\n <td>Estimated revenue -- calendar 2022</td>\n <td>Estimated revenue -- calendar 2023</td>\n <td>Estimated three-year sales CAGR through 2023</td>\n </tr>\n <tr>\n <td>Enphase Energy Inc. ENPH</td>\n <td>$774</td>\n <td>$1,336</td>\n <td>$1,796</td>\n <td>$2,232</td>\n <td>42.3%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. AMD</td>\n <td>$9,763</td>\n <td>$15,433</td>\n <td>$17,986</td>\n <td>$20,260</td>\n <td>27.6%</td>\n </tr>\n <tr>\n <td>Tesla Inc. TSLA</td>\n <td>$31,536</td>\n <td>$50,042</td>\n <td>$68,401</td>\n <td>$85,143</td>\n <td>39.2%</td>\n </tr>\n <tr>\n <td>Qualcomm Inc. QCOM</td>\n <td>$24,520</td>\n <td>$33,853</td>\n <td>$36,781</td>\n <td>$37,057</td>\n <td>14.8%</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class A GOOGL</td>\n <td>$182,612</td>\n <td>$247,121</td>\n <td>$288,025</td>\n <td>$331,861</td>\n <td>22.0%</td>\n </tr>\n <tr>\n <td>Facebook Inc. Class A FB</td>\n <td>$85,967</td>\n <td>$118,487</td>\n <td>$141,496</td>\n <td>$164,772</td>\n <td>24.2%</td>\n </tr>\n <tr>\n <td>Skyworks Solutions Inc. SWKS</td>\n <td>$3,798</td>\n <td>$5,260</td>\n <td>$5,868</td>\n <td>N/A</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>TE Connectivity Ltd. TEL</td>\n <td>$12,872</td>\n <td>$15,155</td>\n <td>$16,107</td>\n <td>$17,096</td>\n <td>9.9%</td>\n </tr>\n <tr>\n <td>Lam Research Corp. LRCX</td>\n <td>$12,368</td>\n <td>$16,147</td>\n <td>$17,975</td>\n <td>$18,683</td>\n <td>14.7%</td>\n </tr>\n <tr>\n <td>Zebra Technologies Corp. Class A ZBRA</td>\n <td>$4,452</td>\n <td>$5,487</td>\n <td>$5,708</td>\n <td>$6,010</td>\n <td>10.5%</td>\n </tr>\n <tr>\n <td>NXP Semiconductors N.V. NXPI</td>\n <td>$8,611</td>\n <td>$10,841</td>\n <td>$11,597</td>\n <td>$12,200</td>\n <td>12.3%</td>\n </tr>\n <tr>\n <td>Texas Instruments Inc. TXN</td>\n <td>$14,461</td>\n <td>$17,884</td>\n <td>$18,577</td>\n <td>$19,203</td>\n <td>9.9%</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>$18,122</td>\n <td>$23,012</td>\n <td>$24,961</td>\n <td>$26,080</td>\n <td>12.9%</td>\n </tr>\n <tr>\n <td>IPG Photonics Corp. IPGP</td>\n <td>$1,201</td>\n <td>$1,472</td>\n <td>$1,618</td>\n <td>$1,715</td>\n <td>12.6%</td>\n </tr>\n <tr>\n <td>Apple Inc. AAPL</td>\n <td>$297,656</td>\n <td>$368,618</td>\n <td>$382,730</td>\n <td>$403,987</td>\n <td>10.7%</td>\n </tr>\n <tr>\n <td>Micron Technology Inc. MU</td>\n <td>$23,532</td>\n <td>$30,840</td>\n <td>$38,485</td>\n <td>N/A</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>Keysight Technologies Inc. KEYS</td>\n <td>$4,332</td>\n <td>$4,920</td>\n <td>$5,194</td>\n <td>N/A</td>\n <td>N/A</td>\n </tr>\n <tr>\n <td>Corning Inc. GLW</td>\n <td>$11,451</td>\n <td>$14,013</td>\n <td>$14,704</td>\n <td>$15,355</td>\n <td>10.3%</td>\n </tr>\n <tr>\n <td>Qorvo Inc. QRVO</td>\n <td>$3,831</td>\n <td>$4,485</td>\n <td>$4,909</td>\n <td>$5,264</td>\n <td>11.2%</td>\n </tr>\n <tr>\n <td>Amphenol Corp. Class A APH</td>\n <td>$8,599</td>\n <td>$10,465</td>\n <td>$11,111</td>\n <td>$11,655</td>\n <td>10.7%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Even the calendar 2020 numbers are marked as estimates, because many companies have fiscal years and quarters that don't match the calendar.</p>\n<p>For three of the companies, consensus annual sales estimates are available only through calendar 2022. Here are their expected two-year sales CAGR from the estimates on the table:</p>\n<p><b>Roundup of analysts' opinions</b></p>\n<p>Here's a summary of analysts' ratings and price targets for the group of 20 \"tech\" sales winners:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Share \"buy\" or equivalent ratings</td>\n <td>Closing price -- Aug. 3</td>\n <td>Consensus price target</td>\n <td>Implied 12-month upside potential</td>\n </tr>\n <tr>\n <td>Enphase Energy Inc. ENPH</td>\n <td>64%</td>\n <td>$192.62</td>\n <td>$200.55</td>\n <td>4%</td>\n </tr>\n <tr>\n <td>Advanced Micro Devices Inc. AMD</td>\n <td>59%</td>\n <td>$112.56</td>\n <td>$111.70</td>\n <td>-1%</td>\n </tr>\n <tr>\n <td>Tesla Inc. TSLA</td>\n <td>43%</td>\n <td>$709.74</td>\n <td>$695.41</td>\n <td>-2%</td>\n </tr>\n <tr>\n <td>Qualcomm Inc. QCOM</td>\n <td>62%</td>\n <td>$147.95</td>\n <td>$181.91</td>\n <td>23%</td>\n </tr>\n <tr>\n <td>Alphabet Inc. Class A GOOGL</td>\n <td>98%</td>\n <td>$2,712.60</td>\n <td>$3,135.64</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>Facebook Inc. Class A FB</td>\n <td>80%</td>\n <td>$351.24</td>\n <td>$415.85</td>\n <td>18%</td>\n </tr>\n <tr>\n <td>Skyworks Solutions Inc. SWKS</td>\n <td>57%</td>\n <td>$188.19</td>\n <td>$215.71</td>\n <td>15%</td>\n </tr>\n <tr>\n <td>TE Connectivity Ltd. TEL</td>\n <td>58%</td>\n <td>$149.40</td>\n <td>$156.13</td>\n <td>5%</td>\n </tr>\n <tr>\n <td>Lam Research Corp. LRCX</td>\n <td>73%</td>\n <td>$645.52</td>\n <td>$746.90</td>\n <td>16%</td>\n </tr>\n <tr>\n <td>Zebra Technologies Corp. Class A ZBRA</td>\n <td>58%</td>\n <td>$546.74</td>\n <td>$559.11</td>\n <td>2%</td>\n </tr>\n <tr>\n <td>NXP Semiconductors N.V. NXPI</td>\n <td>66%</td>\n <td>$210.53</td>\n <td>$230.63</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Texas Instruments Inc. TXN</td>\n <td>44%</td>\n <td>$189.34</td>\n <td>$204.03</td>\n <td>8%</td>\n </tr>\n <tr>\n <td>Applied Materials Inc. AMAT</td>\n <td>76%</td>\n <td>$142.16</td>\n <td>$161.92</td>\n <td>14%</td>\n </tr>\n <tr>\n <td>IPG Photonics Corp. IPGP</td>\n <td>57%</td>\n <td>$177.69</td>\n <td>$244.61</td>\n <td>38%</td>\n </tr>\n <tr>\n <td>Apple Inc. AAPL</td>\n <td>75%</td>\n <td>$147.36</td>\n <td>$163.74</td>\n <td>11%</td>\n </tr>\n <tr>\n <td>Micron Technology Inc. MU</td>\n <td>88%</td>\n <td>$80.86</td>\n <td>$120.03</td>\n <td>48%</td>\n </tr>\n <tr>\n <td>Keysight Technologies Inc. KEYS</td>\n <td>71%</td>\n <td>$166.71</td>\n <td>$166.46</td>\n <td>0%</td>\n </tr>\n <tr>\n <td>Corning Inc. GLW</td>\n <td>67%</td>\n <td>$41.70</td>\n <td>$48.75</td>\n <td>17%</td>\n </tr>\n <tr>\n <td>Qorvo Inc. QRVO</td>\n <td>64%</td>\n <td>$195.18</td>\n <td>$214.00</td>\n <td>10%</td>\n </tr>\n <tr>\n <td>Amphenol Corp. Class A APH</td>\n <td>56%</td>\n <td>$73.83</td>\n <td>$78.57</td>\n <td>6%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Wall Street analysts' ratings and price targets are based on <a href=\"https://laohu8.com/S/AONE.U\">one</a>-year outlooks -- a tradition in the brokerage industry. But one year is a short period for committed long-term investors. So the longer-term look at sales-growth projections in the second table doesn't necessarily fit in with the 12-month price targets and ratings.</p>\n<p>As always, a snapshot of data isn't enough to make an investing decision. If you're considering a stock for investment, it is best to do your own research and form your own opinion about a company's likelihood of remaining competitive over the next decade.</p>","source":"lsy1603348471595","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>These 20 tech stocks boosted sales by up to 152% while also expanding profit margins</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\">\nThese 20 tech stocks boosted sales by up to 152% while also expanding profit margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 09:13 GMT+8 <a href=https://www.marketwatch.com/story/the-20-technology-company-winners-this-earnings-season-include-enphase-amd-and-tesla-11628080121?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The winning tech companies include Enphase, AMD and Tesla\nHome-energy company Enphase has seen sales soar this year. ENPHASE ENERGY INC.\nWith almost three-quarters of S&P 500 companies having reported...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-20-technology-company-winners-this-earnings-season-include-enphase-amd-and-tesla-11628080121?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MU":"美光科技","TSLA":"特斯拉","AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/the-20-technology-company-winners-this-earnings-season-include-enphase-amd-and-tesla-11628080121?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157748627","content_text":"The winning tech companies include Enphase, AMD and Tesla\nHome-energy company Enphase has seen sales soar this year. ENPHASE ENERGY INC.\nWith almost three-quarters of S&P 500 companies having reported earnings this season, it's time to review the winners.\nBelow is a screen showing 20 U.S. technology companies that appear to be firing on all cylinders, with improving sales, gross margins and operating margins.\nThis quarterly earnings season, year-over-year comparisons of results for companies in many industries are distorted because of pandemic shutdowns in 2020. For example, second-quarter sales for Delta Air Lines Inc. $(DAL)$ were up 385% from a year earlier.\nSo the following list of earnings-season winners is derived from the 74 companies in the S&P 500 information technology sector, plus six tech players in the communications sector, including Alphabet Inc. $(GOOGL)$(GOOGL), Facebook Inc. (FB), Netflix Inc. $(NFLX)$ and three videogame developers, along with two in the consumer discretionary sector (Amazon.com Inc. $(AMZN)$ and Tesla Inc. $(TSLA)$), for a total of 82 \"tech\" companies.\nWhat does it mean to be a winner in this environment? Well, investors always want to see a company's sales increasing. They also want to see pricing power for a company's products and services. And in an inflationary environmen and other overhead, investors will keep an eye on operating earnings.\nBusinesses always face challenges. The good news for now is that U.S. consumers are happy to spend .\nA screen of earnings winners\nBeginning with the 82 \"tech\" companies in the S&P 500 (as defined above), 62 had reported financial results for fiscal quarters ending April 30 or later through Aug. 3. Among the 62 companies, 49 increased sales from a year earlier while also improving their gross margins and operating margins.\nA company's gross margin is it net revenue minus the cost of goods or services sold. It reflects a company's pricing power and its direct production costs, including labor and materials. A company's management team might decide to build market share by increasing discounts to customers or holding the line on price increases. This may be worthwhile depending on the competitive environment, but it cannot go on forever. It's a good sign if the gross margin is expanding as sales increase.\nA company's operating margin goes further, subtracting more overhead and other expenses that aren't directly related to the production of goods and services sold. It is, essentially, earnings before interest and taxes (EBIT) divided by sales.\nHere are the 20 tech companies among the S&P 500 that increased quarterly sales the most from a year earlier while also improving their gross and net margins:\n\n\n\nCompany\nIncrease in quarterly sales from year earlier\nGross margin\nGross margin -- year-earlier quarter\nQuarterly operating margin\nOperating margin -- year-earlier quarter\n\n\nEnphase Energy Inc. ENPH\n151.8%\n39.64\n38.11\n21.20\n11.94\n\n\nAdvanced Micro Devices Inc. AMD\n99.3%\n47.53\n43.89\n24.68\n13.20\n\n\nTesla Inc. TSLA\n98.1%\n24.12\n20.99\n16.86\n14.81\n\n\nQualcomm Inc. QCOM\n64.7%\n57.77\n57.49\n32.27\n23.40\n\n\nAlphabet Inc. Class A GOOGL\n62.2%\n57.62\n51.36\n36.05\n25.21\n\n\nFacebook Inc. Class A FB\n55.6%\n81.43\n79.51\n49.36\n41.03\n\n\nSkyworks Solutions Inc. SWKS\n51.5%\n49.82\n44.96\n38.63\n33.92\n\n\nTE Connectivity Ltd. TEL\n50.9%\n32.28\n27.75\n24.14\n16.88\n\n\nLam Research Corp. LRCX\n48.7%\n46.20\n45.80\n33.64\n29.54\n\n\nZebra Technologies Corp. Class A ZBRA\n44.9%\n45.90\n41.79\n21.42\n15.79\n\n\nNXP Semiconductors N.V. NXPI\n42.9%\n50.12\n26.42\n34.63\n22.40\n\n\nTexas Instruments Inc. TXN\n41.4%\n67.18\n64.28\n54.76\n47.89\n\n\nApplied Materials Inc. AMAT\n41.2%\n47.47\n44.18\n32.92\n25.95\n\n\nIPG Photonics Corp. IPGP\n38.7%\n47.45\n44.67\n30.53\n19.79\n\n\nApple Inc. AAPL\n37.2%\n43.46\n37.11\n33.28\n25.60\n\n\nMicron Technology Inc. MU\n36.5%\n41.85\n32.42\n50.70\n42.66\n\n\nKeysight Technologies Inc. KEYS\n36.4%\n60.44\n57.54\n26.45\n20.11\n\n\nCorning Inc. GLW\n36.4%\n36.26\n32.33\n26.59\n22.78\n\n\nQorvo Inc. QRVO\n36.2%\n49.26\n42.88\n37.73\n30.78\n\n\nAmphenol Corp. Class A APH\n33.5%\n31.77\n30.38\n23.90\n21.58\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nOutlook through 2023\nLong-term investors might be interested in seeing how much more sales growth is expected for these companies, based on consensus estimates among analysts polled by FactSet going out another couple of years. Leaving the group in the same order, here are expected compound annual growth rates (CAGR) for sales through 2023, with 2020 as the baseline:\n\n\n\nCompany\nEstimated revenue -- calendar 2020\nEstimated revenue -- calendar 2021\nEstimated revenue -- calendar 2022\nEstimated revenue -- calendar 2023\nEstimated three-year sales CAGR through 2023\n\n\nEnphase Energy Inc. ENPH\n$774\n$1,336\n$1,796\n$2,232\n42.3%\n\n\nAdvanced Micro Devices Inc. AMD\n$9,763\n$15,433\n$17,986\n$20,260\n27.6%\n\n\nTesla Inc. TSLA\n$31,536\n$50,042\n$68,401\n$85,143\n39.2%\n\n\nQualcomm Inc. QCOM\n$24,520\n$33,853\n$36,781\n$37,057\n14.8%\n\n\nAlphabet Inc. Class A GOOGL\n$182,612\n$247,121\n$288,025\n$331,861\n22.0%\n\n\nFacebook Inc. Class A FB\n$85,967\n$118,487\n$141,496\n$164,772\n24.2%\n\n\nSkyworks Solutions Inc. SWKS\n$3,798\n$5,260\n$5,868\nN/A\nN/A\n\n\nTE Connectivity Ltd. TEL\n$12,872\n$15,155\n$16,107\n$17,096\n9.9%\n\n\nLam Research Corp. LRCX\n$12,368\n$16,147\n$17,975\n$18,683\n14.7%\n\n\nZebra Technologies Corp. Class A ZBRA\n$4,452\n$5,487\n$5,708\n$6,010\n10.5%\n\n\nNXP Semiconductors N.V. NXPI\n$8,611\n$10,841\n$11,597\n$12,200\n12.3%\n\n\nTexas Instruments Inc. TXN\n$14,461\n$17,884\n$18,577\n$19,203\n9.9%\n\n\nApplied Materials Inc. AMAT\n$18,122\n$23,012\n$24,961\n$26,080\n12.9%\n\n\nIPG Photonics Corp. IPGP\n$1,201\n$1,472\n$1,618\n$1,715\n12.6%\n\n\nApple Inc. AAPL\n$297,656\n$368,618\n$382,730\n$403,987\n10.7%\n\n\nMicron Technology Inc. MU\n$23,532\n$30,840\n$38,485\nN/A\nN/A\n\n\nKeysight Technologies Inc. KEYS\n$4,332\n$4,920\n$5,194\nN/A\nN/A\n\n\nCorning Inc. GLW\n$11,451\n$14,013\n$14,704\n$15,355\n10.3%\n\n\nQorvo Inc. QRVO\n$3,831\n$4,485\n$4,909\n$5,264\n11.2%\n\n\nAmphenol Corp. Class A APH\n$8,599\n$10,465\n$11,111\n$11,655\n10.7%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nEven the calendar 2020 numbers are marked as estimates, because many companies have fiscal years and quarters that don't match the calendar.\nFor three of the companies, consensus annual sales estimates are available only through calendar 2022. Here are their expected two-year sales CAGR from the estimates on the table:\nRoundup of analysts' opinions\nHere's a summary of analysts' ratings and price targets for the group of 20 \"tech\" sales winners:\n\n\n\nCompany\nShare \"buy\" or equivalent ratings\nClosing price -- Aug. 3\nConsensus price target\nImplied 12-month upside potential\n\n\nEnphase Energy Inc. ENPH\n64%\n$192.62\n$200.55\n4%\n\n\nAdvanced Micro Devices Inc. AMD\n59%\n$112.56\n$111.70\n-1%\n\n\nTesla Inc. TSLA\n43%\n$709.74\n$695.41\n-2%\n\n\nQualcomm Inc. QCOM\n62%\n$147.95\n$181.91\n23%\n\n\nAlphabet Inc. Class A GOOGL\n98%\n$2,712.60\n$3,135.64\n16%\n\n\nFacebook Inc. Class A FB\n80%\n$351.24\n$415.85\n18%\n\n\nSkyworks Solutions Inc. SWKS\n57%\n$188.19\n$215.71\n15%\n\n\nTE Connectivity Ltd. TEL\n58%\n$149.40\n$156.13\n5%\n\n\nLam Research Corp. LRCX\n73%\n$645.52\n$746.90\n16%\n\n\nZebra Technologies Corp. Class A ZBRA\n58%\n$546.74\n$559.11\n2%\n\n\nNXP Semiconductors N.V. NXPI\n66%\n$210.53\n$230.63\n10%\n\n\nTexas Instruments Inc. TXN\n44%\n$189.34\n$204.03\n8%\n\n\nApplied Materials Inc. AMAT\n76%\n$142.16\n$161.92\n14%\n\n\nIPG Photonics Corp. IPGP\n57%\n$177.69\n$244.61\n38%\n\n\nApple Inc. AAPL\n75%\n$147.36\n$163.74\n11%\n\n\nMicron Technology Inc. MU\n88%\n$80.86\n$120.03\n48%\n\n\nKeysight Technologies Inc. KEYS\n71%\n$166.71\n$166.46\n0%\n\n\nCorning Inc. GLW\n67%\n$41.70\n$48.75\n17%\n\n\nQorvo Inc. QRVO\n64%\n$195.18\n$214.00\n10%\n\n\nAmphenol Corp. Class A APH\n56%\n$73.83\n$78.57\n6%\n\n\nSource: FactSet\n\n\n\n\n\n\n\nWall Street analysts' ratings and price targets are based on one-year outlooks -- a tradition in the brokerage industry. But one year is a short period for committed long-term investors. So the longer-term look at sales-growth projections in the second table doesn't necessarily fit in with the 12-month price targets and ratings.\nAs always, a snapshot of data isn't enough to make an investing decision. If you're considering a stock for investment, it is best to do your own research and form your own opinion about a company's likelihood of remaining competitive over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807025440,"gmtCreate":1627990648280,"gmtModify":1703499198883,"author":{"id":"3578463065547953","authorId":"3578463065547953","name":"JosephLow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578463065547953","authorIdStr":"3578463065547953"},"themes":[],"htmlText":"fight","listText":"fight","text":"fight","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807025440","repostId":"1138232884","repostType":4,"repost":{"id":"1138232884","kind":"news","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":1627985858,"share":"https://ttm.financial/m/news/1138232884?lang=&edition=fundamental","pubTime":"2021-08-03 18:17","market":"us","language":"en","title":"U.S. hiring may have slowed in July amid COVID surge -data","url":"https://stock-news.laohu8.com/highlight/detail?id=1138232884","media":"Reuters","summary":"WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as ","content":"<p>WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as widely expected - with particular softness among states that ended federal unemployment benefits and areas where the COVID-19 Delta variant is raging.</p>\n<p>Payroll firm UKG said growth in employees across a wide set of industries grew 1.1% from mid-June to mid-July, coinciding with the period when the federal government employment survey is conducted. That was about half the 2% rate of growth seen between May and June, ahead of a blockbuster June national jobs report showing 850,000 additional positions added to payrolls.</p>\n<p>Data on small business hiring from time management company Homebase also fell from mid-June to mid-July.</p>\n<p>Notably, a UKG analysis of data spanning the period when 26 states began halting federal unemployment benefits showed that growth in work shifts in those states was half of what it was elsewhere - 2.2% from May through July versus 4.1%.</p>\n<p>That adds to an accumulating body of evidence that the gamble a largely Republican group of governors made in halting the $300 weekly stipends didn’t parlay into more jobs.</p>\n<p>“People are returning to work on their own. We just haven’t seen the surge of people returning that businesses were hoping for,” said UKG vice president Dave Gilbertson. He anticipates a smaller number of jobs added in July than in June.</p>\n<p>National jobs and unemployment data will be updated Friday in a Labor Department report closely watched for evidence about the path of a U.S. economy that has already returned to pre-pandemic levels in terms of output but remains roughly 7 million jobs shy of where it was in early 2020.</p>\n<p>In contrast with Gilbertston’s view, the median estimate of economists polled by Reuters is that hiring continued apace in July, with companies forecast to have added 880,000 payroll jobs.</p>\n<p>DELTA HEADWINDS</p>\n<p>Gilbertson said he still anticipated strong hiring in the fall as schools presumably reopen and daily life continues to notch back toward normal.</p>\n<p>That may well depend, however, on how the economy responds to the resurgence of coronavirus infections led by the highly contagious Delta variant. Evidence may be emerging that the renewed outbreak is taking a toll, particularly in some of those Republican-led states where hiring has proved stodgy despite the early cutoff of the unemployment benefits.</p>\n<p>A state-level recovery index from Oxford Economics, for example, points to a drop in economic activity and employment among high-infection states like Florida, Missouri and Arkansas.</p>\n<p>“Recoveries were either flat or weaker in the high breakout states,” said Oxford lead U.S. economist Oren Klachkin, leading the firm’s national recovery index to decline for the first time since April. Worsening health data nationally may “show the recovery slipping.”</p>\n<p>So far that has not been evident in other data series.</p>\n<p>The Transportation Security Administration showed 4.2 million travelers checked onto flights last weekend, about 85% of the comparable weekend in 2019 and in line with recent weeks. OpenTable showed diners continued turning up at restaurants at levels comparable to 2019.</p>\n<p>During the pandemic economists have paid particular attention to “mobility,” the movement of people outside their homes, as a general sign of recovery. As of now, Klachkin said, it “hasn’t slowed.”</p>\n<p>MINIMAL IMPACT FROM CUTTING BENEFITS</p>\n<p>But neither does the U.S. economy seem to be kicking into a higher gear when it comes to hiring.</p>\n<p>With roughly one job available for every person estimated to be unemployed, economists have puzzled over why positions aren’t filling faster, and offered a list of reasons from the ongoing fear of infection to the lack of available child care.</p>\n<p>Recent analysis has consistently minimized one of those explanations: the impact of the extra unemployment benefits.</p>\n<p>Researchers at the University of Chicago and the JPMorgan Chase Institute, using JPMorgan data on account holders who lost jobs and received enhanced unemployment benefits, found that through April the payments diminished the reemployment rate by no more than 1 percentage point. The payments, offered with few conditions to a broadened group of individuals, were $600 per week early in the pandemic and reduced to $300 late in 2020. They were a key reason personal income rose during the pandemic despite massive unemployment.</p>\n<p>Arindrajit Dube, a University of Massachusetts Amherst economics professor, used data from the Census Household Pulse Survey to conclude that the suspension of the benefits in a group of states did nothing to boost hiring but instead “increased self-reported hardship in paying for regular expenses.”</p>\n<p>UKG’s Gilbertson said he attributed the slower rate of shift growth in the one group of states to the fact that they generally were among those that imposed fewer restrictions early in the pandemic and “didn’t have as far to cover.” It was also possible that the surge in cases is leading to “some early signs of a slowdown.”</p>\n<p>Either way, he said the data seemed clear on one point: “The extra benefits were likely not the thing holding (individuals) back from accepting a new job.”</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>U.S. hiring may have slowed in July amid COVID surge -data</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. hiring may have slowed in July amid COVID surge -data\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\">2021-08-03 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as widely expected - with particular softness among states that ended federal unemployment benefits and areas where the COVID-19 Delta variant is raging.</p>\n<p>Payroll firm UKG said growth in employees across a wide set of industries grew 1.1% from mid-June to mid-July, coinciding with the period when the federal government employment survey is conducted. That was about half the 2% rate of growth seen between May and June, ahead of a blockbuster June national jobs report showing 850,000 additional positions added to payrolls.</p>\n<p>Data on small business hiring from time management company Homebase also fell from mid-June to mid-July.</p>\n<p>Notably, a UKG analysis of data spanning the period when 26 states began halting federal unemployment benefits showed that growth in work shifts in those states was half of what it was elsewhere - 2.2% from May through July versus 4.1%.</p>\n<p>That adds to an accumulating body of evidence that the gamble a largely Republican group of governors made in halting the $300 weekly stipends didn’t parlay into more jobs.</p>\n<p>“People are returning to work on their own. We just haven’t seen the surge of people returning that businesses were hoping for,” said UKG vice president Dave Gilbertson. He anticipates a smaller number of jobs added in July than in June.</p>\n<p>National jobs and unemployment data will be updated Friday in a Labor Department report closely watched for evidence about the path of a U.S. economy that has already returned to pre-pandemic levels in terms of output but remains roughly 7 million jobs shy of where it was in early 2020.</p>\n<p>In contrast with Gilbertston’s view, the median estimate of economists polled by Reuters is that hiring continued apace in July, with companies forecast to have added 880,000 payroll jobs.</p>\n<p>DELTA HEADWINDS</p>\n<p>Gilbertson said he still anticipated strong hiring in the fall as schools presumably reopen and daily life continues to notch back toward normal.</p>\n<p>That may well depend, however, on how the economy responds to the resurgence of coronavirus infections led by the highly contagious Delta variant. Evidence may be emerging that the renewed outbreak is taking a toll, particularly in some of those Republican-led states where hiring has proved stodgy despite the early cutoff of the unemployment benefits.</p>\n<p>A state-level recovery index from Oxford Economics, for example, points to a drop in economic activity and employment among high-infection states like Florida, Missouri and Arkansas.</p>\n<p>“Recoveries were either flat or weaker in the high breakout states,” said Oxford lead U.S. economist Oren Klachkin, leading the firm’s national recovery index to decline for the first time since April. Worsening health data nationally may “show the recovery slipping.”</p>\n<p>So far that has not been evident in other data series.</p>\n<p>The Transportation Security Administration showed 4.2 million travelers checked onto flights last weekend, about 85% of the comparable weekend in 2019 and in line with recent weeks. OpenTable showed diners continued turning up at restaurants at levels comparable to 2019.</p>\n<p>During the pandemic economists have paid particular attention to “mobility,” the movement of people outside their homes, as a general sign of recovery. As of now, Klachkin said, it “hasn’t slowed.”</p>\n<p>MINIMAL IMPACT FROM CUTTING BENEFITS</p>\n<p>But neither does the U.S. economy seem to be kicking into a higher gear when it comes to hiring.</p>\n<p>With roughly one job available for every person estimated to be unemployed, economists have puzzled over why positions aren’t filling faster, and offered a list of reasons from the ongoing fear of infection to the lack of available child care.</p>\n<p>Recent analysis has consistently minimized one of those explanations: the impact of the extra unemployment benefits.</p>\n<p>Researchers at the University of Chicago and the JPMorgan Chase Institute, using JPMorgan data on account holders who lost jobs and received enhanced unemployment benefits, found that through April the payments diminished the reemployment rate by no more than 1 percentage point. The payments, offered with few conditions to a broadened group of individuals, were $600 per week early in the pandemic and reduced to $300 late in 2020. They were a key reason personal income rose during the pandemic despite massive unemployment.</p>\n<p>Arindrajit Dube, a University of Massachusetts Amherst economics professor, used data from the Census Household Pulse Survey to conclude that the suspension of the benefits in a group of states did nothing to boost hiring but instead “increased self-reported hardship in paying for regular expenses.”</p>\n<p>UKG’s Gilbertson said he attributed the slower rate of shift growth in the one group of states to the fact that they generally were among those that imposed fewer restrictions early in the pandemic and “didn’t have as far to cover.” It was also possible that the surge in cases is leading to “some early signs of a slowdown.”</p>\n<p>Either way, he said the data seemed clear on one point: “The extra benefits were likely not the thing holding (individuals) back from accepting a new job.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138232884","content_text":"WASHINGTON (Reuters) - High-frequency data indicate U.S. hiring slowed in July - not held steady as widely expected - with particular softness among states that ended federal unemployment benefits and areas where the COVID-19 Delta variant is raging.\nPayroll firm UKG said growth in employees across a wide set of industries grew 1.1% from mid-June to mid-July, coinciding with the period when the federal government employment survey is conducted. That was about half the 2% rate of growth seen between May and June, ahead of a blockbuster June national jobs report showing 850,000 additional positions added to payrolls.\nData on small business hiring from time management company Homebase also fell from mid-June to mid-July.\nNotably, a UKG analysis of data spanning the period when 26 states began halting federal unemployment benefits showed that growth in work shifts in those states was half of what it was elsewhere - 2.2% from May through July versus 4.1%.\nThat adds to an accumulating body of evidence that the gamble a largely Republican group of governors made in halting the $300 weekly stipends didn’t parlay into more jobs.\n“People are returning to work on their own. We just haven’t seen the surge of people returning that businesses were hoping for,” said UKG vice president Dave Gilbertson. He anticipates a smaller number of jobs added in July than in June.\nNational jobs and unemployment data will be updated Friday in a Labor Department report closely watched for evidence about the path of a U.S. economy that has already returned to pre-pandemic levels in terms of output but remains roughly 7 million jobs shy of where it was in early 2020.\nIn contrast with Gilbertston’s view, the median estimate of economists polled by Reuters is that hiring continued apace in July, with companies forecast to have added 880,000 payroll jobs.\nDELTA HEADWINDS\nGilbertson said he still anticipated strong hiring in the fall as schools presumably reopen and daily life continues to notch back toward normal.\nThat may well depend, however, on how the economy responds to the resurgence of coronavirus infections led by the highly contagious Delta variant. Evidence may be emerging that the renewed outbreak is taking a toll, particularly in some of those Republican-led states where hiring has proved stodgy despite the early cutoff of the unemployment benefits.\nA state-level recovery index from Oxford Economics, for example, points to a drop in economic activity and employment among high-infection states like Florida, Missouri and Arkansas.\n“Recoveries were either flat or weaker in the high breakout states,” said Oxford lead U.S. economist Oren Klachkin, leading the firm’s national recovery index to decline for the first time since April. Worsening health data nationally may “show the recovery slipping.”\nSo far that has not been evident in other data series.\nThe Transportation Security Administration showed 4.2 million travelers checked onto flights last weekend, about 85% of the comparable weekend in 2019 and in line with recent weeks. OpenTable showed diners continued turning up at restaurants at levels comparable to 2019.\nDuring the pandemic economists have paid particular attention to “mobility,” the movement of people outside their homes, as a general sign of recovery. As of now, Klachkin said, it “hasn’t slowed.”\nMINIMAL IMPACT FROM CUTTING BENEFITS\nBut neither does the U.S. economy seem to be kicking into a higher gear when it comes to hiring.\nWith roughly one job available for every person estimated to be unemployed, economists have puzzled over why positions aren’t filling faster, and offered a list of reasons from the ongoing fear of infection to the lack of available child care.\nRecent analysis has consistently minimized one of those explanations: the impact of the extra unemployment benefits.\nResearchers at the University of Chicago and the JPMorgan Chase Institute, using JPMorgan data on account holders who lost jobs and received enhanced unemployment benefits, found that through April the payments diminished the reemployment rate by no more than 1 percentage point. The payments, offered with few conditions to a broadened group of individuals, were $600 per week early in the pandemic and reduced to $300 late in 2020. They were a key reason personal income rose during the pandemic despite massive unemployment.\nArindrajit Dube, a University of Massachusetts Amherst economics professor, used data from the Census Household Pulse Survey to conclude that the suspension of the benefits in a group of states did nothing to boost hiring but instead “increased self-reported hardship in paying for regular expenses.”\nUKG’s Gilbertson said he attributed the slower rate of shift growth in the one group of states to the fact that they generally were among those that imposed fewer restrictions early in the pandemic and “didn’t have as far to cover.” It was also possible that the surge in cases is leading to “some early signs of a slowdown.”\nEither way, he said the data seemed clear on one point: “The extra benefits were likely not the thing holding (individuals) back from accepting a new job.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}