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2021-06-05

At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.

7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire

2021-06-19

Probably a healthy correction

Sorry, the original content has been removed

2021-06-15

Look forward more opportunities for investment

Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets

2021-06-30

That's great

Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value

2021-06-18

Banks stocks has been ever green stock to pick up over the long run, despite corrections.

Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.

2021-06-12

Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.

Is inflation eating up all the interest you're earning on 10-year Treasury notes?

2021-06-08

People come and people go, believe the company has plan to continue move on

Telsa Executive and Top Musk Lieutenant Has Left the Company

2021-06-28

Very challenging for Crypto

Britain bans Binance's UK ops in latest cryptocurrency crackdown

2021-06-10

The S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.

S&P 500 rises to new record, shaking off inflation fears

2021-06-02

Black Stone Minerals (BSM) Blackstone Mortgage Trust (BXMT)

Sorry, the original content has been removed

2021-07-03

NIO will continue to grow in the next half of 2021

NIO May Grow Even Faster Than Expected

2021-06-11

Go go go

GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday

2021-07-14

Go airbnb

Inflation data says hotel prices are skyrocketing, but the reality is not that simple

2021-06-17

Oh wow, very interesting

Investor Who Gained 20,000% on Alibaba Bets on Smart Cities

2021-06-04

Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%

Where Will Apple Stock Be In 10 Years? What To Consider

Go to Tiger App to see more news

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airbnb","listText":"Go airbnb","text":"Go airbnb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144028123","repostId":"2151059033","repostType":4,"repost":{"id":"2151059033","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626252240,"share":"https://ttm.financial/m/news/2151059033?lang=&edition=fundamental","pubTime":"2021-07-14 16:44","market":"hk","language":"en","title":"Inflation data says hotel prices are skyrocketing, but the reality is not that simple","url":"https://stock-news.laohu8.com/highlight/detail?id=2151059033","media":"Dow Jones","summary":"'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,","content":"<p>'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery, said Jordan Staab, CEO of SmarterTravel</p>\n<p>Hotel costs appear to be soaring, but travel experts warn that looks may be deceiving.</p>\n<p>The cost of lodging away from home, including hotel and motel rooms, increased nearly 8% between May and June, according to the latest edition of the consumer price index released this week by the Bureau of Labor Statistics. On an annual, unadjusted basis, hotel rooms rose almost 17%.</p>\n<p>Those figures could be somewhat misleading, given that a year ago travel had all but drawn to a halt as a result of the COVID-19 pandemic. Comparing the June 2021 CPI figures with June 2019 -- arguably, a fairer comparison -- shows that hotel prices are roughly flat compared to where they were pre-pandemic.</p>\n<p>As such, the CPI data didn't spur hotel stocks much higher. Shares of major hotel operators including Marriott <a href=\"https://laohu8.com/S/MAR.AU\">$(MAR.AU)$</a>, Hilton <a href=\"https://laohu8.com/S/HLT\">$(HLT)$</a>, Hyatt <a href=\"https://laohu8.com/S/H\">$(H)$</a>and InterContinental Hotels Group (IHG.LN) dropped by around 2% as of Tuesday's close, though all are up significantly year-to-date.</p>\n<p>Other metrics show a similar trend, said Seth Borko, a senior research analyst with travel industry outlet Skift. The hotel industry focuses on average daily rates, or ADRs, as a metric to gauge where pricing is moving across the sector.</p>\n<p>As of May, the average daily rate across the U.S. hotel industry was $117.69, which was actually nearly 11% lower than May 2019 levels, according to data from hotel industry market data firm STR <a href=\"https://laohu8.com/S/CSGP\">$(CSGP)$</a>.</p>\n<p>\"In past crises like in 2008, there was no pricing discipline -- everyone cut their rates just to drive volume,\" Borko said. \"This time, people have held on because they realized these crazy, extenuating circumstances will hopefully pass.\"</p>\n<p>Put another way: Hotel operators are maintaining their pricing, or even returning to 2019 levels, rather than offering discounts to drive traffic to their properties.</p>\n<p>Milwaukee vs. Miami</p>\n<p>Not all destinations have struggled to rebound from the pandemic. Data from travel-advertising technology company Koddi show that hotel demand has soared for a handful of destinations in particular, including resorts, beaches and other outdoor destinations. Anaheim, Calif., home to Disneyland, has seen the largest growth in demand year to date, with a 790% increase.</p>\n<p>This is less the case for smaller towns that don't typically cater to tourists or places where business travelers represent a significant share of the bookings in a typical year.</p>\n<p>\"If you go to a business hotel in Milwaukee, you should probably expect a discount,\" Borko said. \"And if you're going to a Florida beach, you should expect to actually pay a premium.\"</p>\n<p>That's good news, potentially, for families aiming to travel across the country just to visit relatives, but bad news for anyone hoping to relax on a long-awaited tropical getaway.</p>\n<p>A recent report from the American Hotel and Lodging Association (AHLA) found that 21 of the top 25 hotel markets in the country are still in a recession or depression with the revenue per room down by as much as 70% compared to 2019 levels.</p>\n<p>\"There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,\" said Jordan Staab, CEO of SmarterTravel.</p>\n<p>The four markets that were the exceptions in the AHLA report were Phoenix, Virginia Beach, Tampa and Miami. In Miami in particular, hotel prices are now vastly exceeding 2019 levels, with resorts earning 31% more per available room as of May compared with two years ago.</p>\n<p>The hotel industry faces capacity constraints</p>\n<p>One factor that explains why hotel costs may be hitting new peaks in markets like Miami is that the hotel industry is still working to resume normal operations.</p>\n<p>During the pandemic, many hotels opted to shut down wings of their properties and lay off staff to weather the downturn in travel. For instance, hotels have opted to continue cutting back on daily room cleanings even as the economy rebounds.</p>\n<p>Resuming operations at full capacity doesn't happen overnight, meaning that demand can easily overwhelm supply.</p>\n<p>\"Supply can be a lot more dynamic in the airline industry because if you have a really hot route, you can bring planes that were flying other routes over,\" Borko said. \"They can reshuffle their supply.\"</p>\n<p>\"But if all of a sudden demand for Miami is two times what it was a year ago?\" Borko said it's far more difficult to increase supply. Hence, the price spikes.</p>\n<p>That is where a company like Airbnb <a href=\"https://laohu8.com/S/ABNB\">$(ABNB)$</a> comes in. Vacation rentals can absorb some of that excess demand, especially if local residents choose to add their properties to the platform to make some extra cash.</p>\n<p>In turn, Airbnb and other property-rental platforms can work to offset some of the demand pressure that would normally drive hotel rates sky high.</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>Inflation data says hotel prices are skyrocketing, but the reality is not that simple</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\">\nInflation data says hotel prices are skyrocketing, but the reality is not that simple\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-14 16:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery, said Jordan Staab, CEO of SmarterTravel</p>\n<p>Hotel costs appear to be soaring, but travel experts warn that looks may be deceiving.</p>\n<p>The cost of lodging away from home, including hotel and motel rooms, increased nearly 8% between May and June, according to the latest edition of the consumer price index released this week by the Bureau of Labor Statistics. On an annual, unadjusted basis, hotel rooms rose almost 17%.</p>\n<p>Those figures could be somewhat misleading, given that a year ago travel had all but drawn to a halt as a result of the COVID-19 pandemic. Comparing the June 2021 CPI figures with June 2019 -- arguably, a fairer comparison -- shows that hotel prices are roughly flat compared to where they were pre-pandemic.</p>\n<p>As such, the CPI data didn't spur hotel stocks much higher. Shares of major hotel operators including Marriott <a href=\"https://laohu8.com/S/MAR.AU\">$(MAR.AU)$</a>, Hilton <a href=\"https://laohu8.com/S/HLT\">$(HLT)$</a>, Hyatt <a href=\"https://laohu8.com/S/H\">$(H)$</a>and InterContinental Hotels Group (IHG.LN) dropped by around 2% as of Tuesday's close, though all are up significantly year-to-date.</p>\n<p>Other metrics show a similar trend, said Seth Borko, a senior research analyst with travel industry outlet Skift. The hotel industry focuses on average daily rates, or ADRs, as a metric to gauge where pricing is moving across the sector.</p>\n<p>As of May, the average daily rate across the U.S. hotel industry was $117.69, which was actually nearly 11% lower than May 2019 levels, according to data from hotel industry market data firm STR <a href=\"https://laohu8.com/S/CSGP\">$(CSGP)$</a>.</p>\n<p>\"In past crises like in 2008, there was no pricing discipline -- everyone cut their rates just to drive volume,\" Borko said. \"This time, people have held on because they realized these crazy, extenuating circumstances will hopefully pass.\"</p>\n<p>Put another way: Hotel operators are maintaining their pricing, or even returning to 2019 levels, rather than offering discounts to drive traffic to their properties.</p>\n<p>Milwaukee vs. Miami</p>\n<p>Not all destinations have struggled to rebound from the pandemic. Data from travel-advertising technology company Koddi show that hotel demand has soared for a handful of destinations in particular, including resorts, beaches and other outdoor destinations. Anaheim, Calif., home to Disneyland, has seen the largest growth in demand year to date, with a 790% increase.</p>\n<p>This is less the case for smaller towns that don't typically cater to tourists or places where business travelers represent a significant share of the bookings in a typical year.</p>\n<p>\"If you go to a business hotel in Milwaukee, you should probably expect a discount,\" Borko said. \"And if you're going to a Florida beach, you should expect to actually pay a premium.\"</p>\n<p>That's good news, potentially, for families aiming to travel across the country just to visit relatives, but bad news for anyone hoping to relax on a long-awaited tropical getaway.</p>\n<p>A recent report from the American Hotel and Lodging Association (AHLA) found that 21 of the top 25 hotel markets in the country are still in a recession or depression with the revenue per room down by as much as 70% compared to 2019 levels.</p>\n<p>\"There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,\" said Jordan Staab, CEO of SmarterTravel.</p>\n<p>The four markets that were the exceptions in the AHLA report were Phoenix, Virginia Beach, Tampa and Miami. In Miami in particular, hotel prices are now vastly exceeding 2019 levels, with resorts earning 31% more per available room as of May compared with two years ago.</p>\n<p>The hotel industry faces capacity constraints</p>\n<p>One factor that explains why hotel costs may be hitting new peaks in markets like Miami is that the hotel industry is still working to resume normal operations.</p>\n<p>During the pandemic, many hotels opted to shut down wings of their properties and lay off staff to weather the downturn in travel. For instance, hotels have opted to continue cutting back on daily room cleanings even as the economy rebounds.</p>\n<p>Resuming operations at full capacity doesn't happen overnight, meaning that demand can easily overwhelm supply.</p>\n<p>\"Supply can be a lot more dynamic in the airline industry because if you have a really hot route, you can bring planes that were flying other routes over,\" Borko said. \"They can reshuffle their supply.\"</p>\n<p>\"But if all of a sudden demand for Miami is two times what it was a year ago?\" Borko said it's far more difficult to increase supply. Hence, the price spikes.</p>\n<p>That is where a company like Airbnb <a href=\"https://laohu8.com/S/ABNB\">$(ABNB)$</a> comes in. Vacation rentals can absorb some of that excess demand, especially if local residents choose to add their properties to the platform to make some extra cash.</p>\n<p>In turn, Airbnb and other property-rental platforms can work to offset some of the demand pressure that would normally drive hotel rates sky high.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151059033","content_text":"'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery, said Jordan Staab, CEO of SmarterTravel\nHotel costs appear to be soaring, but travel experts warn that looks may be deceiving.\nThe cost of lodging away from home, including hotel and motel rooms, increased nearly 8% between May and June, according to the latest edition of the consumer price index released this week by the Bureau of Labor Statistics. On an annual, unadjusted basis, hotel rooms rose almost 17%.\nThose figures could be somewhat misleading, given that a year ago travel had all but drawn to a halt as a result of the COVID-19 pandemic. Comparing the June 2021 CPI figures with June 2019 -- arguably, a fairer comparison -- shows that hotel prices are roughly flat compared to where they were pre-pandemic.\nAs such, the CPI data didn't spur hotel stocks much higher. Shares of major hotel operators including Marriott $(MAR.AU)$, Hilton $(HLT)$, Hyatt $(H)$and InterContinental Hotels Group (IHG.LN) dropped by around 2% as of Tuesday's close, though all are up significantly year-to-date.\nOther metrics show a similar trend, said Seth Borko, a senior research analyst with travel industry outlet Skift. The hotel industry focuses on average daily rates, or ADRs, as a metric to gauge where pricing is moving across the sector.\nAs of May, the average daily rate across the U.S. hotel industry was $117.69, which was actually nearly 11% lower than May 2019 levels, according to data from hotel industry market data firm STR $(CSGP)$.\n\"In past crises like in 2008, there was no pricing discipline -- everyone cut their rates just to drive volume,\" Borko said. \"This time, people have held on because they realized these crazy, extenuating circumstances will hopefully pass.\"\nPut another way: Hotel operators are maintaining their pricing, or even returning to 2019 levels, rather than offering discounts to drive traffic to their properties.\nMilwaukee vs. Miami\nNot all destinations have struggled to rebound from the pandemic. Data from travel-advertising technology company Koddi show that hotel demand has soared for a handful of destinations in particular, including resorts, beaches and other outdoor destinations. Anaheim, Calif., home to Disneyland, has seen the largest growth in demand year to date, with a 790% increase.\nThis is less the case for smaller towns that don't typically cater to tourists or places where business travelers represent a significant share of the bookings in a typical year.\n\"If you go to a business hotel in Milwaukee, you should probably expect a discount,\" Borko said. \"And if you're going to a Florida beach, you should expect to actually pay a premium.\"\nThat's good news, potentially, for families aiming to travel across the country just to visit relatives, but bad news for anyone hoping to relax on a long-awaited tropical getaway.\nA recent report from the American Hotel and Lodging Association (AHLA) found that 21 of the top 25 hotel markets in the country are still in a recession or depression with the revenue per room down by as much as 70% compared to 2019 levels.\n\"There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,\" said Jordan Staab, CEO of SmarterTravel.\nThe four markets that were the exceptions in the AHLA report were Phoenix, Virginia Beach, Tampa and Miami. In Miami in particular, hotel prices are now vastly exceeding 2019 levels, with resorts earning 31% more per available room as of May compared with two years ago.\nThe hotel industry faces capacity constraints\nOne factor that explains why hotel costs may be hitting new peaks in markets like Miami is that the hotel industry is still working to resume normal operations.\nDuring the pandemic, many hotels opted to shut down wings of their properties and lay off staff to weather the downturn in travel. For instance, hotels have opted to continue cutting back on daily room cleanings even as the economy rebounds.\nResuming operations at full capacity doesn't happen overnight, meaning that demand can easily overwhelm supply.\n\"Supply can be a lot more dynamic in the airline industry because if you have a really hot route, you can bring planes that were flying other routes over,\" Borko said. \"They can reshuffle their supply.\"\n\"But if all of a sudden demand for Miami is two times what it was a year ago?\" Borko said it's far more difficult to increase supply. Hence, the price spikes.\nThat is where a company like Airbnb $(ABNB)$ comes in. Vacation rentals can absorb some of that excess demand, especially if local residents choose to add their properties to the platform to make some extra cash.\nIn turn, Airbnb and other property-rental platforms can work to offset some of the demand pressure that would normally drive hotel rates sky high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152163658,"gmtCreate":1625276294874,"gmtModify":1703739765835,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"NIO will continue to grow in the next half of 2021","listText":"NIO will continue to grow in the next half of 2021","text":"NIO will continue to grow in the next half of 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152163658","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</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>NIO May Grow Even Faster Than Expected</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\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151120052,"gmtCreate":1625068128376,"gmtModify":1703735460342,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"That's great&nbsp;","listText":"That's great&nbsp;","text":"That's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151120052","repostId":"1105779613","repostType":4,"repost":{"id":"1105779613","pubTimestamp":1625062867,"share":"https://ttm.financial/m/news/1105779613?lang=&edition=fundamental","pubTime":"2021-06-30 22:21","market":"us","language":"en","title":"Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1105779613","media":"Bloomberg","summary":"One analyst sees it rising to $1,200, another tumbling to $150. Competitive threats build after meteoric 2020 stock surge. Few companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.To Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move t","content":"<ul>\n <li>One analyst sees it rising to $1,200, another tumbling to $150</li>\n <li>Competitive threats build after meteoric 2020 stock surge</li>\n</ul>\n<p>Few companies have been as polarizing on Wall Street as&nbsp;Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.</p>\n<p>To&nbsp;Piper Sandler &amp; Co.’s Alexander Potter, the company’s potential dominance of the electric-car business&nbsp;warrants&nbsp;a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.</p>\n<p>The divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.</p>\n<p>“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”</p>\n<p><img src=\"https://static.tigerbbs.com/fb8f7a35e4b2bc516159737958ead3d4\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as&nbsp;General Motors Co.,Ford Motor Co.&nbsp;and&nbsp;Volkswagen AG&nbsp;that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to&nbsp;UBS Group AG&nbsp;analyst Patrick Hummel.</p>\n<p>That competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.</p>\n<p>Yet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&amp;P 500 Index.</p>\n<p>“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said&nbsp;Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”</p>\n<p>The company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.</p>\n<p><img src=\"https://static.tigerbbs.com/6d2dd8d41a7f20e74bd44de1c344d6a0\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>But Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths&nbsp;Alphabet Inc.,FaceBook Inc.&nbsp;and&nbsp;Amazon.com Inc&nbsp;.have come to lord over their’s.</p>\n<p>Others just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.</p>\n<p>Cathie Wood’s&nbsp;Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.</p>\n<p>If all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stall Shows Wall Street Rift on Stratospheric Stock Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105779613","content_text":"One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.\nTo Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.\nThe divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.\n“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”\n\nTesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as General Motors Co.,Ford Motor Co. and Volkswagen AG that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to UBS Group AG analyst Patrick Hummel.\nThat competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.\nYet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&P 500 Index.\n“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”\nThe company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.\n\nBut Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths Alphabet Inc.,FaceBook Inc. and Amazon.com Inc .have come to lord over their’s.\nOthers just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.\nCathie Wood’s Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.\nIf all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"content":"Tesla will fly","text":"Tesla will fly","html":"Tesla will fly"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127116091,"gmtCreate":1624839405213,"gmtModify":1703845754018,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Very challenging for Crypto&nbsp;","listText":"Very challenging for Crypto&nbsp;","text":"Very challenging for Crypto","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127116091","repostId":"1149670859","repostType":4,"repost":{"id":"1149670859","pubTimestamp":1624836323,"share":"https://ttm.financial/m/news/1149670859?lang=&edition=fundamental","pubTime":"2021-06-28 07:25","market":"us","language":"en","title":"Britain bans Binance's UK ops in latest cryptocurrency crackdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1149670859","media":"Reuters","summary":"LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptoc","content":"<p>LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptocurrency exchanges, cannot conduct any regulated activity and issued a warning to consumers about the platform, which is coming under growing scrutiny globally.</p>\n<p>In a notice dated June 25, the Financial Conduct Authority (FCA) said Binance Markets Ltd, Binance's only regulated UK entity, \"must not, without the prior written consent of the FCA, carry out any regulated activities... with immediate effect\".</p>\n<p>It also issued a warning to consumers about Binance Markets and the wider Binance group.</p>\n<p>Binance said in a statement that Binance Markets, which it acquired in 2020, was not yet using its regulatory permissions, and that the FCA's move would not impact services offered on its Binance.com website.</p>\n<p>\"We take a collaborative approach in working with regulators and we take our compliance obligations very seriously. We are actively keeping abreast of changing policies, rules and laws in this new space,\" a spokesperson said.</p>\n<p>Binance announced in June last year that it had bought an FCA-regulated entity and would use it to offer cryptocurrency trading services using pounds and euros.</p>\n<p>AUTHORISATION</p>\n<p>While trading of cryptocurrencies is not directly regulated in Britain, offering services such as trading in cryptocurrency derivatives does require authorisation.</p>\n<p>The FCA has told Binance that by June 30 it must display a notice stating \"BINANCE MARKETS LIMITED IS NOT PERMITTED TO UNDERTAKE ANY REGULATED ACTIVITY IN THE UK\" on its website and social media channels.</p>\n<p>It must also secure and preserve all records relating to UK consumers and inform the FCA this has been done by July 2.</p>\n<p>The regulator did not explain why it had taken these measures.</p>\n<p>British citizens will still be able to access Binance's services in other jurisdictions.</p>\n<p>The FCA is stepping up its oversight of cryptocurrency trading, which has soared in popularity in Britain along with other countries around the globe.</p>\n<p>Since January, the FCA has required all firms offering cryptocurrency-related services to register and show they comply with anti-money laundering rules. However earlier this month it said that just five firms had registered, and that the majority were not yet compliant.</p>\n<p>Japan's regulator said on June 25 that Binance was operating in the country illegally, a notice posted on Japan's Financial Services Agency website showed.</p>\n<p>Last month, Bloomberg reported that officials from the U.S. Justice Department and Internal Revenue Service who probe money laundering and tax offences had sought information from individuals with insight into Binance's business.</p>\n<p>In April, Germany's financial regulator BaFin said the exchange risked being fined for offering digital tokens without an investor prospectus.</p>","source":"lsy1612507957220","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>Britain bans Binance's UK ops in latest cryptocurrency crackdown</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\">\nBritain bans Binance's UK ops in latest cryptocurrency crackdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/financial-watchdog-orders-crypto-exchange-104557283.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptocurrency exchanges, cannot conduct any regulated activity and issued a warning to consumers about the...</p>\n\n<a href=\"https://finance.yahoo.com/news/financial-watchdog-orders-crypto-exchange-104557283.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/financial-watchdog-orders-crypto-exchange-104557283.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149670859","content_text":"LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptocurrency exchanges, cannot conduct any regulated activity and issued a warning to consumers about the platform, which is coming under growing scrutiny globally.\nIn a notice dated June 25, the Financial Conduct Authority (FCA) said Binance Markets Ltd, Binance's only regulated UK entity, \"must not, without the prior written consent of the FCA, carry out any regulated activities... with immediate effect\".\nIt also issued a warning to consumers about Binance Markets and the wider Binance group.\nBinance said in a statement that Binance Markets, which it acquired in 2020, was not yet using its regulatory permissions, and that the FCA's move would not impact services offered on its Binance.com website.\n\"We take a collaborative approach in working with regulators and we take our compliance obligations very seriously. We are actively keeping abreast of changing policies, rules and laws in this new space,\" a spokesperson said.\nBinance announced in June last year that it had bought an FCA-regulated entity and would use it to offer cryptocurrency trading services using pounds and euros.\nAUTHORISATION\nWhile trading of cryptocurrencies is not directly regulated in Britain, offering services such as trading in cryptocurrency derivatives does require authorisation.\nThe FCA has told Binance that by June 30 it must display a notice stating \"BINANCE MARKETS LIMITED IS NOT PERMITTED TO UNDERTAKE ANY REGULATED ACTIVITY IN THE UK\" on its website and social media channels.\nIt must also secure and preserve all records relating to UK consumers and inform the FCA this has been done by July 2.\nThe regulator did not explain why it had taken these measures.\nBritish citizens will still be able to access Binance's services in other jurisdictions.\nThe FCA is stepping up its oversight of cryptocurrency trading, which has soared in popularity in Britain along with other countries around the globe.\nSince January, the FCA has required all firms offering cryptocurrency-related services to register and show they comply with anti-money laundering rules. However earlier this month it said that just five firms had registered, and that the majority were not yet compliant.\nJapan's regulator said on June 25 that Binance was operating in the country illegally, a notice posted on Japan's Financial Services Agency website showed.\nLast month, Bloomberg reported that officials from the U.S. Justice Department and Internal Revenue Service who probe money laundering and tax offences had sought information from individuals with insight into Binance's business.\nIn April, Germany's financial regulator BaFin said the exchange risked being fined for offering digital tokens without an investor prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162749407,"gmtCreate":1624077466809,"gmtModify":1703828385136,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Probably a healthy correction","listText":"Probably a healthy correction","text":"Probably a healthy correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162749407","repostId":"1156696708","repostType":4,"repost":{"id":"1156696708","pubTimestamp":1624063306,"share":"https://ttm.financial/m/news/1156696708?lang=&edition=fundamental","pubTime":"2021-06-19 08:41","market":"us","language":"en","title":"Dow falls more than 500 points to close out its worst week since October","url":"https://stock-news.laohu8.com/highlight/detail?id=1156696708","media":"cnbc","summary":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since Octob","content":"<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow falls more than 500 points to close out its worst week since October</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\">\nDow falls more than 500 points to close out its worst week since October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/17/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1156696708","content_text":"Stocks fell on Friday, with theDow Jones Industrial Averageposting its worst weekly loss since October, as traders worried the Federal Reserve could start raising rates sooner than expected.\nThe blue-chip average dropped 533.37 points, or 1.6%, to 33,290.08. TheS&P 500slid 1.3% to 4,166.45. Both the Dow and S&P 500 hit their session lows in the final minutes of trading and closed around those levels. TheNasdaq Compositeclosed 0.9% lower at 14,030.38. Economic comeback plays led the market losses.\nFor the week, the 30-stock Dow lost 3.5%. The S&P 500 and Nasdaq were down by 1.9% and 0.2%, respectively, week to date.\nSt. Louis Federal Reserve President Jim Bullardtold CNBC's \"Squawk Box\"on Friday it was natural for the Fed to tilt a little \"hawkish\" this week and that the first rate increase from the central bank would likely come in 2022. His comments came after the Fed on Wednesday added two rate hikes to its 2023 forecast and increased its inflation projection for the year, putting pressure on stock prices.\n\"The fear held by some investors is that if the Fed tightens policy sooner than expected to help cool inflationary pressures, this could weigh on future economic growth,\" Truist Advisory Services chief market strategist Keith Lerner said in a note. To be sure, he added it would be premature to give up on the so-called value trade right now.\nPockets of the market most sensitive to the economic rebound led the sell-off this week. The S&P 500 energy sector and industrials dropped 5.2% and 3.8%, respectively, for the week. Financials and materials meanwhile, lost more than 6% each. These groups had been market leaders this year on the back of the economic reopening.\nThe decline in stocks came as the Fed's actions caused a drastic flattening of the so-called Treasury yield curve. This means the yields of shorter-duration Treasurys — like the 2-year note — rose while longer-duration yields like the benchmark 10-year declined. The retreat in long-dated bond yields reflects less optimism toward economic growth, while the jump in short-end yields shows the expectations of the Fed raising rates.\nThis phenomenon hurt bank stocks particularly as their earnings could take a hit when the spread between short-term and long-term rates narrows. Bank of America and JPMorgan Chase shares on Friday lost more than 2% each. Citigroup fell by 1.8%, posting its 12th straight daily decline.\nFed Chairman Jerome Powell said Wednesday that officials have discussed tapering bond buying and would at some point begin slowing the asset purchases.\n\"This week's first whiff of an eventual change in Fed policy was a reminder that emergency monetary conditions and the free-money era will ultimately end,\" strategists at MRB Partners wrote in a note. \"We expect a series of incremental retreats from the Fed's benign inflation outlook in the coming months.\"\nCommodity prices were underpressure this weekas China attempted to cool rising prices and as the U.S. dollar strengthens. Copper, gold and platinum fell once again on Friday.\nFriday also coincided with the quarterly \"quadruple witching\" in which options and futures on indexes and equities expire. This event may have contributed to more volatile trading during the session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162056692,"gmtCreate":1624028804216,"gmtModify":1703827123186,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Banks stocks has been ever green stock to pick up over the long run, despite corrections.&nbsp;","listText":"Banks stocks has been ever green stock to pick up over the long run, despite corrections.&nbsp;","text":"Banks stocks has been ever green stock to pick up over the long run, despite corrections.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162056692","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","pubTimestamp":1624028454,"share":"https://ttm.financial/m/news/1119296361?lang=&edition=fundamental","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577008220161864","authorId":"3577008220161864","name":"Maydelyn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3577008220161864","idStr":"3577008220161864"},"content":"Yes definitely agree w u CL","text":"Yes definitely agree w u CL","html":"Yes definitely agree w u CL"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161785543,"gmtCreate":1623940758982,"gmtModify":1703824151303,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Oh wow, very interesting&nbsp;","listText":"Oh wow, very interesting&nbsp;","text":"Oh wow, very interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161785543","repostId":"1162782159","repostType":4,"repost":{"id":"1162782159","pubTimestamp":1623938788,"share":"https://ttm.financial/m/news/1162782159?lang=&edition=fundamental","pubTime":"2021-06-17 22:06","market":"us","language":"en","title":"Investor Who Gained 20,000% on Alibaba Bets on Smart Cities","url":"https://stock-news.laohu8.com/highlight/detail?id=1162782159","media":"bloomberg","summary":"In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which revolutionized online shopping in China and debuted 15 years later with the world’s largest initial public offering, yielding a 200-fold return for Tam and his partners.Now, his Beijing-based Venturous Group has raised $131 million from financial institutions including Fidelity as well as billionaire famili","content":"<p>In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which revolutionized online shopping in China and debuted 15 years later with the world’s largest initial public offering, yielding a 200-fold return for Tam and his partners.</p>\n<p>In contrast with his decisive bet into Alibaba, Tam has spent the better part of the past decade studying and planning for what he believes will be the transformative trend of the new century. Now, his Venturous Group is preparing to step into the limelight, raising $131 million to help bankroll China’s so-called New Infrastructure plan: amulti-trillion-dollar vision to lay the foundation for the country’s future by building everything from intelligent cities to sprawling ultra-fast networks. It’s a vastly longer-term bet than the rocket ship that was Alibaba, but Tam believes the payoff could be similar in magnitude if he plays his cards right.</p>\n<p>“Think before you act, aim before you shoot,” said the methodical 57-year-old, adding that he read 400 books and tested the waters with several personal investments in the seven years before launching his new venture.</p>\n<p>Tam’s Venturous is the product of a three-decade career during which the veteran has backed other early internet giants and helped pioneer venture investing and private equity across the world’s No. 2 economy. His journey into finance began in 1989 as an investment banker at S.G. Warburg in London. The Asia IPO boom two years later brought Tam back to his hometown of Hong Kong, where he shepherded companies going public for East Asia Warburg, followed by stints working on private equity at Hellman &amp; Friedman Asia and Electra Partners Asia.</p>\n<p>The successful bet on Alibaba, made jointly with Fidelity Investments, led him to co-found Fidelity Growth Partners Asia in 2002, where he played a key role in growing assets 200-fold to $4 billion in just a decade. Tam’s signature investments also includeAsiaInfo Holdings, which built China’s first national broadband network and became one of the first Chinese tech listings on the Nasdaq.</p>\n<p>Tam’s early experience taught him the value of personal relationships and the Hong Kong native moved to Beijing in 2002 to befriend mainland entrepreneurs. One of his key goals in his early days as a venture capitalist was to be invited by startup founders and fellow investors to weekend parties. Even today, Tam still attends team-building activities at his investee firms. “Capital is not all about money. It’s not all about numbers. It’s ultimately about people,” Tam said.</p>\n<p>Now, his Beijing-based Venturous Group has raised $131 million from financial institutions including Fidelity as well as billionaire families in its Series A round. He’s seeking another $100 million by the end of this year to digitalize buildings, transportation and other urban facilities in China, an initiative backed by President Xi Jinping himself.</p>\n<p>Under Beijing’s infrastructure masterplan, China will invest an estimated$1.4 trillionover six years to 2025 to lay fifth generation wireless networks, install cameras and sensors, and deploy artificial intelligence technology that will enable cutting-edge solutions such as autonomous driving and internet-connected smart homes.</p>\n<p>Savio Kwan, the first chief operating officer at Alibaba, says Tam is uniquely positioned to lead China’s next tech boom. “It looks as if it is lucky to be there early. But it is not,” said Kwan, who invested $10 million into Venturous. “To be early means you’re well prepared and you’re learning from your past experience.”</p>\n<p>It was precisely a missed opportunity that transformed Tam into a better investor, according to Kwan. In 2002, when Alibaba was trying to raise a third round of $5 million, many existing backers -- Fidelity included -- took a wait-and-see approach. Kwan and several others like co-founders Jack Ma and Tsai ended up putting in $1 million of their own money to close the round, an investment that ended up generating a 40-fold return in the following two years. “That must have affected Benson in a sense that he wants to go for the long term,” Kwan says.</p>\n<p>Liu Tianwen, the founder and chief executive officer ofiSoftStone Information Technology (Group) Co., is among entrepreneurs who have benefited from Tam’s patience and unwillingness to write off troubled startups. When the software firm struggled to raise capital during the 2008 financial crisis, Tam not only doubled down on Fidelity’s investment but also helped bring in more investors. Since then, sales of Beijing-based iSoftStone have climbed to nearly 13 billion yuan ($2 billion) in 2020 and the company is set to float on China’s Nasdaq-style ChiNext board this year.</p>\n<p>“Some investors eye an immediate return, but Benson has a vision for the long run,” Liu said. It was Liu’s business that crystallized Tam’s decision to bet big on smart cities, after local mayors started flocking to iSoftStone’s headquarters for help to digitalize local services and infrastructure in 2017.</p>\n<p>“That was the aha moment,” Tam said. “We realized that something had tipped over with respect to smart city tech.”</p>\n<p>Venturous Group makes concentrated bets -- pouring nearly all the capital it’s raised so far into seven startups includingiSSTech, an iSoftStone spinoff that provides big data and cloud computing services to urban planners. It has also invested inZhuyou Hotel Group, a Chinese hotel chain dedicated to serving tech-savvy millennials.</p>\n<p>Tam sees investing as only a starting point to capture the smart city market and his ambitions extend to creating a vast ecosystem around his portfolio firms -- a move straight from the playbook of tech giants like Alibaba. Venturous Group is in advanced discussions with a British engineering conglomerate to form a joint venture in China, which will equip buildings with smart sensors and other advanced technologies, Tam said, declining to provide details.</p>\n<p>“One thing he appreciates is longevity in the value he brings,” Kwan said. “This manifests itself in his interest in wine. If you pick the right kind of Château, then you pick the grape, the land, and the wine maker. In the long term, you will see the increase in value.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investor Who Gained 20,000% on Alibaba Bets on Smart Cities</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\">\nInvestor Who Gained 20,000% on Alibaba Bets on Smart Cities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/investor-who-gained-200-000-on-alibaba-bets-big-on-smart-cities><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/investor-who-gained-200-000-on-alibaba-bets-big-on-smart-cities\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/investor-who-gained-200-000-on-alibaba-bets-big-on-smart-cities","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162782159","content_text":"In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which revolutionized online shopping in China and debuted 15 years later with the world’s largest initial public offering, yielding a 200-fold return for Tam and his partners.\nIn contrast with his decisive bet into Alibaba, Tam has spent the better part of the past decade studying and planning for what he believes will be the transformative trend of the new century. Now, his Venturous Group is preparing to step into the limelight, raising $131 million to help bankroll China’s so-called New Infrastructure plan: amulti-trillion-dollar vision to lay the foundation for the country’s future by building everything from intelligent cities to sprawling ultra-fast networks. It’s a vastly longer-term bet than the rocket ship that was Alibaba, but Tam believes the payoff could be similar in magnitude if he plays his cards right.\n“Think before you act, aim before you shoot,” said the methodical 57-year-old, adding that he read 400 books and tested the waters with several personal investments in the seven years before launching his new venture.\nTam’s Venturous is the product of a three-decade career during which the veteran has backed other early internet giants and helped pioneer venture investing and private equity across the world’s No. 2 economy. His journey into finance began in 1989 as an investment banker at S.G. Warburg in London. The Asia IPO boom two years later brought Tam back to his hometown of Hong Kong, where he shepherded companies going public for East Asia Warburg, followed by stints working on private equity at Hellman & Friedman Asia and Electra Partners Asia.\nThe successful bet on Alibaba, made jointly with Fidelity Investments, led him to co-found Fidelity Growth Partners Asia in 2002, where he played a key role in growing assets 200-fold to $4 billion in just a decade. Tam’s signature investments also includeAsiaInfo Holdings, which built China’s first national broadband network and became one of the first Chinese tech listings on the Nasdaq.\nTam’s early experience taught him the value of personal relationships and the Hong Kong native moved to Beijing in 2002 to befriend mainland entrepreneurs. One of his key goals in his early days as a venture capitalist was to be invited by startup founders and fellow investors to weekend parties. Even today, Tam still attends team-building activities at his investee firms. “Capital is not all about money. It’s not all about numbers. It’s ultimately about people,” Tam said.\nNow, his Beijing-based Venturous Group has raised $131 million from financial institutions including Fidelity as well as billionaire families in its Series A round. He’s seeking another $100 million by the end of this year to digitalize buildings, transportation and other urban facilities in China, an initiative backed by President Xi Jinping himself.\nUnder Beijing’s infrastructure masterplan, China will invest an estimated$1.4 trillionover six years to 2025 to lay fifth generation wireless networks, install cameras and sensors, and deploy artificial intelligence technology that will enable cutting-edge solutions such as autonomous driving and internet-connected smart homes.\nSavio Kwan, the first chief operating officer at Alibaba, says Tam is uniquely positioned to lead China’s next tech boom. “It looks as if it is lucky to be there early. But it is not,” said Kwan, who invested $10 million into Venturous. “To be early means you’re well prepared and you’re learning from your past experience.”\nIt was precisely a missed opportunity that transformed Tam into a better investor, according to Kwan. In 2002, when Alibaba was trying to raise a third round of $5 million, many existing backers -- Fidelity included -- took a wait-and-see approach. Kwan and several others like co-founders Jack Ma and Tsai ended up putting in $1 million of their own money to close the round, an investment that ended up generating a 40-fold return in the following two years. “That must have affected Benson in a sense that he wants to go for the long term,” Kwan says.\nLiu Tianwen, the founder and chief executive officer ofiSoftStone Information Technology (Group) Co., is among entrepreneurs who have benefited from Tam’s patience and unwillingness to write off troubled startups. When the software firm struggled to raise capital during the 2008 financial crisis, Tam not only doubled down on Fidelity’s investment but also helped bring in more investors. Since then, sales of Beijing-based iSoftStone have climbed to nearly 13 billion yuan ($2 billion) in 2020 and the company is set to float on China’s Nasdaq-style ChiNext board this year.\n“Some investors eye an immediate return, but Benson has a vision for the long run,” Liu said. It was Liu’s business that crystallized Tam’s decision to bet big on smart cities, after local mayors started flocking to iSoftStone’s headquarters for help to digitalize local services and infrastructure in 2017.\n“That was the aha moment,” Tam said. “We realized that something had tipped over with respect to smart city tech.”\nVenturous Group makes concentrated bets -- pouring nearly all the capital it’s raised so far into seven startups includingiSSTech, an iSoftStone spinoff that provides big data and cloud computing services to urban planners. It has also invested inZhuyou Hotel Group, a Chinese hotel chain dedicated to serving tech-savvy millennials.\nTam sees investing as only a starting point to capture the smart city market and his ambitions extend to creating a vast ecosystem around his portfolio firms -- a move straight from the playbook of tech giants like Alibaba. Venturous Group is in advanced discussions with a British engineering conglomerate to form a joint venture in China, which will equip buildings with smart sensors and other advanced technologies, Tam said, declining to provide details.\n“One thing he appreciates is longevity in the value he brings,” Kwan said. “This manifests itself in his interest in wine. If you pick the right kind of Château, then you pick the grape, the land, and the wine maker. In the long term, you will see the increase in value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160058390,"gmtCreate":1623767378110,"gmtModify":1703818803106,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Look forward more opportunities for investment&nbsp;","listText":"Look forward more opportunities for investment&nbsp;","text":"Look forward more opportunities for investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160058390","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</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\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3575026271585853","idStr":"3575026271585853"},"content":"Buy Amc $AMC Entertainment(AMC)$","text":"Buy Amc $AMC Entertainment(AMC)$","html":"Buy Amc $AMC Entertainment(AMC)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188403221,"gmtCreate":1623457317363,"gmtModify":1704204046834,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.","listText":"Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.","text":"Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188403221","repostId":"2142520474","repostType":4,"repost":{"id":"2142520474","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623452760,"share":"https://ttm.financial/m/news/2142520474?lang=&edition=fundamental","pubTime":"2021-06-12 07:06","market":"hk","language":"en","title":"Is inflation eating up all the interest you're earning on 10-year Treasury notes?","url":"https://stock-news.laohu8.com/highlight/detail?id=2142520474","media":"Dow Jones","summary":"'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterwei","content":"<blockquote>\n 'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n</blockquote>\n<p>Investors may appear to be shrugging off inflation, but concerns persist.</p>\n<p>The 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.</p>\n<p>\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"</p>\n<p>Fixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.</p>\n<p>\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"</p>\n<p>The decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.</p>\n<p>Vataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.</p>\n<p>Investors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.</p>\n<p>\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.</p>\n<p>Still, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"</p>\n<p>But Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.</p>\n<p>\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"</p>\n<p>Gaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.</p>\n<p>Gaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.</p>\n<p>Gaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.</p>\n<p>\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.</p>\n<p>\"They almost have to say that it is transitory to kind of keep this going,\" he said.</p>\n<p>Meanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.</p>\n<p>\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.</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>Is inflation eating up all the interest you're earning on 10-year Treasury notes?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs inflation eating up all the interest you're earning on 10-year Treasury notes?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-12 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n</blockquote>\n<p>Investors may appear to be shrugging off inflation, but concerns persist.</p>\n<p>The 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.</p>\n<p>\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"</p>\n<p>Fixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.</p>\n<p>\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"</p>\n<p>The decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.</p>\n<p>Vataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.</p>\n<p>Investors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.</p>\n<p>\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.</p>\n<p>Still, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"</p>\n<p>But Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.</p>\n<p>\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"</p>\n<p>Gaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.</p>\n<p>Gaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.</p>\n<p>Gaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.</p>\n<p>\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.</p>\n<p>\"They almost have to say that it is transitory to kind of keep this going,\" he said.</p>\n<p>Meanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.</p>\n<p>\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142520474","content_text":"'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n\nInvestors may appear to be shrugging off inflation, but concerns persist.\nThe 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.\n\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"\nFixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.\n\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"\nThe decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.\nVataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.\nInvestors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.\n\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.\nStill, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"\nBut Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.\n\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"\nGaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.\nGaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.\nGaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.\n\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.\n\"They almost have to say that it is transitory to kind of keep this going,\" he said.\nMeanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.\n\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181462018,"gmtCreate":1623407761834,"gmtModify":1704202764189,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181462018","repostId":"2142576270","repostType":4,"repost":{"id":"2142576270","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623405780,"share":"https://ttm.financial/m/news/2142576270?lang=&edition=fundamental","pubTime":"2021-06-11 18:03","market":"us","language":"en","title":"GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2142576270","media":"Dow Jones","summary":"GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday","content":"<p>GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday</p>\n<p><img src=\"https://static.tigerbbs.com/53546fcaa785fc4ecf0e43558a49a80d\" tg-width=\"700\" tg-height=\"584\"></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>GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday</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; 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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\">\nGameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-11 18:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday</p>\n<p><img src=\"https://static.tigerbbs.com/53546fcaa785fc4ecf0e43558a49a80d\" tg-width=\"700\" tg-height=\"584\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142576270","content_text":"GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183413282,"gmtCreate":1623340327146,"gmtModify":1704201366071,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","listText":"The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","text":"The S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183413282","repostId":"1106213554","repostType":4,"repost":{"id":"1106213554","pubTimestamp":1623332534,"share":"https://ttm.financial/m/news/1106213554?lang=&edition=fundamental","pubTime":"2021-06-10 21:42","market":"us","language":"en","title":"S&P 500 rises to new record, shaking off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1106213554","media":"cnbc","summary":"The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report","content":"<div>\n<p>The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark rose ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises to new record, shaking off inflation fears</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; 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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 rises to new record, shaking off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark rose ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1106213554","content_text":"The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark rose 0.6% to hit an intraday record of 4,246.20, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 275 points, while the Nasdaq Composite traded 0.2% higher even with bond yields rising.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n“This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nUPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.\nU.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.\nThe S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.\nVideo-game retailer and meme stockGameStopfell 7% in premarket trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117926224,"gmtCreate":1623114260268,"gmtModify":1704196300550,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"People come and people go, believe the company has plan to continue move on","listText":"People come and people go, believe the company has plan to continue move on","text":"People come and people go, believe the company has plan to continue move on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117926224","repostId":"2141256310","repostType":4,"repost":{"id":"2141256310","pubTimestamp":1623110136,"share":"https://ttm.financial/m/news/2141256310?lang=&edition=fundamental","pubTime":"2021-06-08 07:55","market":"us","language":"en","title":"Telsa Executive and Top Musk Lieutenant Has Left the Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2141256310","media":"Bloomberg","summary":" -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was $one$ of four top executives running the company alongside Chief Executive Officer Elon Musk.Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of hea","content":"<p>(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was <a href=\"https://laohu8.com/S/AONE\">one</a> of four top executives running the company alongside Chief Executive Officer Elon Musk.</p><p>Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of heavy trucking in March of this year.</p><p>“That is a huge and unexpected loss,” Pierre Ferragu, an analyst at New Street Research who has a buy recommendation on the Tesla shares, said in an email. He added the news is part of a pattern of high-level executive departures at the company. “Jerome’s contribution to Tesla will remain part of the company and the company will continue to attract other top-guns.”</p><p>Tesla fell as much as 0.8% in postmarket trading Monday after closing up 1% to $605.13. The stock is down about 14% this year.</p><p>Guillen, who is French, joined Tesla in the fall of 2010 as the program director for the Model S, the breakthrough electric vehicle which laid the groundwork for the crossover Model X and more mass market Model 3 that followed. He was 48 years old as of Tesla’s latest annual report.</p><p>Guillen didn’t immediately respond to a request for comment.</p><p>Turnover Struggle</p><p>Tesla has struggled with executive turnover for years. Guillen took a several-months-long leave of absence from the company in 2015 but returned in 2016 to lead the company’s Semi truck program. He was promoted in 2018 to serve as the head of automotive operations.</p><p>The executive is known for building an assembly line against all odds in a tent outside of Tesla’s auto plant in Fremont, California. The cobbled-together line was instrumental to the company finally delivering on the Model 3, a bet-the-company effort that nearly bankrupted Tesla in 2018.</p><p>Musk Elevates Tesla’s Little-Known Fixer to Steer Past Drama</p><p>His sudden exit leaves Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, a senior vice president in charge of powertrain and energy engineering, as the triumvirate atop the company, which has more than 70,000 employees globally.</p><p>“We thank him for his many contributions and wish him well in his future career,” the electric carmaker said in the filing.</p><p>Guillen, who previously worked at Daimler AG, briefly appeared on stage when Tesla unveiled the Semi Truck in the fall of 2017. But initial production of the Semi has been delayed and is dependent on new, larger 4680 battery cells that Tesla is trying to make in-house and get from long-time suppliers like Japan’s Panasonic Corp.</p><p>Musk said via a tweet Sunday that Tesla has canceled plans to build a longer range version of its Model S known as the Plaid +, a vehicle that also was supposed to use the new type of battery.</p><p>Musk didn’t address whether the availability of the 4680 factored in Tesla’s decision to cancel the upscale version of the flagship sedan. Tesla will debut the standard Plaid model at an event scheduled to take place June 10.</p>","source":"yahoofinance","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>Telsa Executive and Top Musk Lieutenant Has Left the Company</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\">\nTelsa Executive and Top Musk Lieutenant Has Left the Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was one of four top executives running the company ...</p>\n\n<a href=\"https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2141256310","content_text":"(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was one of four top executives running the company alongside Chief Executive Officer Elon Musk.Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of heavy trucking in March of this year.“That is a huge and unexpected loss,” Pierre Ferragu, an analyst at New Street Research who has a buy recommendation on the Tesla shares, said in an email. He added the news is part of a pattern of high-level executive departures at the company. “Jerome’s contribution to Tesla will remain part of the company and the company will continue to attract other top-guns.”Tesla fell as much as 0.8% in postmarket trading Monday after closing up 1% to $605.13. The stock is down about 14% this year.Guillen, who is French, joined Tesla in the fall of 2010 as the program director for the Model S, the breakthrough electric vehicle which laid the groundwork for the crossover Model X and more mass market Model 3 that followed. He was 48 years old as of Tesla’s latest annual report.Guillen didn’t immediately respond to a request for comment.Turnover StruggleTesla has struggled with executive turnover for years. Guillen took a several-months-long leave of absence from the company in 2015 but returned in 2016 to lead the company’s Semi truck program. He was promoted in 2018 to serve as the head of automotive operations.The executive is known for building an assembly line against all odds in a tent outside of Tesla’s auto plant in Fremont, California. The cobbled-together line was instrumental to the company finally delivering on the Model 3, a bet-the-company effort that nearly bankrupted Tesla in 2018.Musk Elevates Tesla’s Little-Known Fixer to Steer Past DramaHis sudden exit leaves Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, a senior vice president in charge of powertrain and energy engineering, as the triumvirate atop the company, which has more than 70,000 employees globally.“We thank him for his many contributions and wish him well in his future career,” the electric carmaker said in the filing.Guillen, who previously worked at Daimler AG, briefly appeared on stage when Tesla unveiled the Semi Truck in the fall of 2017. But initial production of the Semi has been delayed and is dependent on new, larger 4680 battery cells that Tesla is trying to make in-house and get from long-time suppliers like Japan’s Panasonic Corp.Musk said via a tweet Sunday that Tesla has canceled plans to build a longer range version of its Model S known as the Plaid +, a vehicle that also was supposed to use the new type of battery.Musk didn’t address whether the availability of the 4680 factored in Tesla’s decision to cancel the upscale version of the flagship sedan. Tesla will debut the standard Plaid model at an event scheduled to take place June 10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112421491,"gmtCreate":1622905307713,"gmtModify":1704193172026,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.","listText":"At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.","text":"At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/112421491","repostId":"1188570839","repostType":4,"repost":{"id":"1188570839","pubTimestamp":1622860746,"share":"https://ttm.financial/m/news/1188570839?lang=&edition=fundamental","pubTime":"2021-06-05 10:39","market":"us","language":"en","title":"7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1188570839","media":"InvestorPlace","summary":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterS","content":"<p>This is one of the toughest challenges for the matriarch of Wall Street</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2022cd2d5aa215fd31b5412f065fd906\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Maxx-Studio/ShutterStock.com</span></p>\n<p>I like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she&nbsp;runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.</p>\n<p>Unfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship&nbsp;<b>ARK Innovation ETF</b>&nbsp;(NYSEARCA:<b><u>ARKK</u></b>) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.</p>\n<p>To be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.</p>\n<p>Unfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>&nbsp;(BATS:<b><u>ARKQ</u></b>)&nbsp;doubled downon shares of&nbsp;<b>Workhorse</b>&nbsp;(NASDAQ:<b><u>WKHS</u></b>) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.</p>\n<p>Still, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.</p>\n<ul>\n <li><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>)</li>\n <li><b>Twilio</b>(NYSE:<b><u>TWLO</u></b>)</li>\n <li><b>Nintendo</b>(OTCMKTS:<b><u>NTDOY</u></b>)</li>\n <li><b>Stratasys</b>(NASDAQ:<b><u>SSYS</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>)</li>\n <li><b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>)</li>\n</ul>\n<p>Because this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>I’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the&nbsp;eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?</p>\n<p>However, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to&nbsp;<i>CNBC</i>, the streaming equipment manufacturer “posted its&nbsp;highest revenue growth rate” in the years since its 2017 initial public offering.</p>\n<p>Second, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.</p>\n<p>Still, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.</p>\n<p><b>Twilio (TWLO)</b></p>\n<p>Another one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed&nbsp;voice calling, text messaging and other communications functionality&nbsp;into a software application or product.”</p>\n<p>I like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.</p>\n<p>Most of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.</p>\n<p>Part of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.</p>\n<p>Personally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.</p>\n<p><b>Nintendo (NTDOY)</b></p>\n<p>If I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, I<i>did</i>actually grow up with it.</p>\n<p>But setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector&nbsp;may reach $154.6 billion&nbsp;by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.</p>\n<p>True, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.</p>\n<p>Still, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.</p>\n<p><b>Stratasys (SSYS)</b></p>\n<p>As a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.</p>\n<p>Much like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.</p>\n<p>That’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.</p>\n<p>Even more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p>For the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.</p>\n<p>While opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.</p>\n<p>Further, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.</p>\n<p>However, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.</p>\n<p>Also, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.</p>\n<p><b>Teladoc Health (TDOC)</b></p>\n<p>Among Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.</p>\n<p>That’s an important lesson — sometimes, the fundamentals matter all the time.</p>\n<p>Of course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a&nbsp;hybrid of Covid-19 variants&nbsp;that’s incredibly contagious.</p>\n<p>On the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.</p>\n<p>Also, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.</p>\n<p><b>Zillow (Z, ZG)</b></p>\n<p>Here’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&amp;P/Case-Shiller U.S. National Home Price Index demonstrates, real estate&nbsp;demand reached unprecedented levels&nbsp;in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.</p>\n<p>But on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.</p>\n<p>Although it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.</p>\n<p>Finally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.</p>","source":"lsy1606302653667","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>7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire</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\">\n7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188570839","content_text":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.\nUnfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship ARK Innovation ETF (NYSEARCA:ARKK) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.\nTo be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.\nUnfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the Ark Autonomous Technology & Robotics ETF (BATS:ARKQ) doubled downon shares of Workhorse (NASDAQ:WKHS) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.\nStill, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.\n\nRoku(NASDAQ:ROKU)\nTwilio(NYSE:TWLO)\nNintendo(OTCMKTS:NTDOY)\nStratasys(NASDAQ:SSYS)\nTesla(NASDAQ:TSLA)\nTeladoc Health(NYSE:TDOC)\nZillow(NASDAQ:Z, NASDAQ:ZG)\n\nBecause this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.\nRoku (ROKU)\nI’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?\nHowever, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to CNBC, the streaming equipment manufacturer “posted its highest revenue growth rate” in the years since its 2017 initial public offering.\nSecond, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.\nStill, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.\nTwilio (TWLO)\nAnother one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed voice calling, text messaging and other communications functionality into a software application or product.”\nI like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.\nMost of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.\nPart of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.\nPersonally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.\nNintendo (NTDOY)\nIf I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, Ididactually grow up with it.\nBut setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector may reach $154.6 billion by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.\nTrue, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.\nStill, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.\nStratasys (SSYS)\nAs a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.\nMuch like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.\nThat’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.\nEven more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.\nTesla (TSLA)\nFor the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.\nWhile opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.\nFurther, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.\nHowever, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.\nAlso, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.\nTeladoc Health (TDOC)\nAmong Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.\nThat’s an important lesson — sometimes, the fundamentals matter all the time.\nOf course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a hybrid of Covid-19 variants that’s incredibly contagious.\nOn the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.\nAlso, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.\nZillow (Z, ZG)\nHere’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&P/Case-Shiller U.S. National Home Price Index demonstrates, real estate demand reached unprecedented levels in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.\nBut on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.\nAlthough it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.\nFinally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116582927,"gmtCreate":1622812150169,"gmtModify":1704191634807,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%","listText":"Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%","text":"Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116582927","repostId":"1122373606","repostType":4,"repost":{"id":"1122373606","pubTimestamp":1622793373,"share":"https://ttm.financial/m/news/1122373606?lang=&edition=fundamental","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li>\n <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li>\n <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p>\n<p><b>Apple Stock Price</b></p>\n<p>Over the last decade, Apple Inc. has been a great investment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p>\n<p><b>Where Will Apple Stock Be In 10 Years</b></p>\n<p>Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p>\n<p>To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p>\n<p><b>Apple's business growth</b></p>\n<p>Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p>\n<p>On the back of price increases for its products and the potential for market share gains in&nbsp;high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p>\n<p><b>Apple's shareholder returns</b></p>\n<p>Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p>\n<p>This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p>\n<p><b>Apple's future valuation</b></p>\n<p>AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p>\n<p><b>Is AAPL A Buy Or Sell Now</b></p>\n<p>Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p>\n<p>AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p>\n<p>Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</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>Where Will Apple Stock Be In 10 Years? What To Consider</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432703-apple-stock-in-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113026751,"gmtCreate":1622587559073,"gmtModify":1704186659454,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Black Stone Minerals (BSM)&nbsp;Blackstone Mortgage Trust (BXMT)","listText":"Black Stone Minerals (BSM)&nbsp;Blackstone Mortgage Trust (BXMT)","text":"Black Stone Minerals (BSM) Blackstone Mortgage Trust (BXMT)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113026751","repostId":"2140249804","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":112421491,"gmtCreate":1622905307713,"gmtModify":1704193172026,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.","listText":"At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.","text":"At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/112421491","repostId":"1188570839","repostType":4,"repost":{"id":"1188570839","pubTimestamp":1622860746,"share":"https://ttm.financial/m/news/1188570839?lang=&edition=fundamental","pubTime":"2021-06-05 10:39","market":"us","language":"en","title":"7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire","url":"https://stock-news.laohu8.com/highlight/detail?id=1188570839","media":"InvestorPlace","summary":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterS","content":"<p>This is one of the toughest challenges for the matriarch of Wall Street</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2022cd2d5aa215fd31b5412f065fd906\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Maxx-Studio/ShutterStock.com</span></p>\n<p>I like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she&nbsp;runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.</p>\n<p>Unfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship&nbsp;<b>ARK Innovation ETF</b>&nbsp;(NYSEARCA:<b><u>ARKK</u></b>) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.</p>\n<p>To be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.</p>\n<p>Unfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the&nbsp;<b>Ark Autonomous Technology &amp; Robotics ETF</b>&nbsp;(BATS:<b><u>ARKQ</u></b>)&nbsp;doubled downon shares of&nbsp;<b>Workhorse</b>&nbsp;(NASDAQ:<b><u>WKHS</u></b>) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.</p>\n<p>Still, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.</p>\n<ul>\n <li><b>Roku</b>(NASDAQ:<b><u>ROKU</u></b>)</li>\n <li><b>Twilio</b>(NYSE:<b><u>TWLO</u></b>)</li>\n <li><b>Nintendo</b>(OTCMKTS:<b><u>NTDOY</u></b>)</li>\n <li><b>Stratasys</b>(NASDAQ:<b><u>SSYS</u></b>)</li>\n <li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>)</li>\n <li><b>Teladoc Health</b>(NYSE:<b><u>TDOC</u></b>)</li>\n <li><b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>)</li>\n</ul>\n<p>Because this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>I’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the&nbsp;eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?</p>\n<p>However, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to&nbsp;<i>CNBC</i>, the streaming equipment manufacturer “posted its&nbsp;highest revenue growth rate” in the years since its 2017 initial public offering.</p>\n<p>Second, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.</p>\n<p>Still, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.</p>\n<p><b>Twilio (TWLO)</b></p>\n<p>Another one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed&nbsp;voice calling, text messaging and other communications functionality&nbsp;into a software application or product.”</p>\n<p>I like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.</p>\n<p>Most of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.</p>\n<p>Part of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.</p>\n<p>Personally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.</p>\n<p><b>Nintendo (NTDOY)</b></p>\n<p>If I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, I<i>did</i>actually grow up with it.</p>\n<p>But setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector&nbsp;may reach $154.6 billion&nbsp;by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.</p>\n<p>True, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.</p>\n<p>Still, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.</p>\n<p><b>Stratasys (SSYS)</b></p>\n<p>As a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.</p>\n<p>Much like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.</p>\n<p>That’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.</p>\n<p>Even more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.</p>\n<p><b>Tesla (TSLA)</b></p>\n<p>For the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.</p>\n<p>While opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.</p>\n<p>Further, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.</p>\n<p>However, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.</p>\n<p>Also, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.</p>\n<p><b>Teladoc Health (TDOC)</b></p>\n<p>Among Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.</p>\n<p>That’s an important lesson — sometimes, the fundamentals matter all the time.</p>\n<p>Of course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a&nbsp;hybrid of Covid-19 variants&nbsp;that’s incredibly contagious.</p>\n<p>On the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.</p>\n<p>Also, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.</p>\n<p><b>Zillow (Z, ZG)</b></p>\n<p>Here’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&amp;P/Case-Shiller U.S. National Home Price Index demonstrates, real estate&nbsp;demand reached unprecedented levels&nbsp;in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.</p>\n<p>But on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.</p>\n<p>Although it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.</p>\n<p>Finally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.</p>","source":"lsy1606302653667","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>7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire</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\">\n7 Stocks Cathie Wood Is Betting On Even as Ark Comes Under Fire\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/7-cathie-wood-stocks-wager-despite-ark-under-fire/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188570839","content_text":"This is one of the toughest challenges for the matriarch of Wall Street\nSource: Maxx-Studio/ShutterStock.com\nI like Cathie Wood. In an industry where legitimate instances of toxic masculinity run rampant, Wood is a breath of fresh air. Further, she runs her business based on her Christian faith, which is very commendable given Wall Street’s many temptations. Therefore, she speaks with a level of clarity and sincerity that’s difficult to come by, making so-called Cathie Wood stocks particularly compelling.\nUnfortunately, faith alone does not spare investors from volatility. Technically speaking, many Christian ministers will argue that this walk is not meant to be easy. Therefore, how you perceive the red ink on Wood’s flagship ARK Innovation ETF (NYSEARCA:ARKK) could be the ultimate test. If you believe in Cathie Wood stocks — and perhaps a higher power — this is the time to prove it.\nTo be fair, ARKK was off to a brilliant start earlier this year. Between the beginning of January and Feb. 12, units of the exchange-traded fund returned over 25% for shareholders. Naturally, investors were encouraged with the performance, as ARKK was seemingly poised to continue its strong performance from last year’s March doldrums. And with Cathie Wood stocks levered to the most relevant industries, holding on appeared to be a no-brainer.\nUnfortunately, the narrative shifted dramatically from mid-February onward. Against this year’s peak, ARKK shed more than 28%. Even more perplexing, Cathie Wood stocks were increasingly including very risky names. For instance, the Ark Autonomous Technology & Robotics ETF (BATS:ARKQ) doubled downon shares of Workhorse (NASDAQ:WKHS) despite the electric vehicle manufacturer failing to secure a pivotal U.S. Postal Service contract.\nStill, people make mistakes. And before you fire off an angry email to the editor, I openly admit I’ve made my fair share of them. But in this situation, you should ask yourself, WWJD? While I don’t dare presume to speak for the Almighty, these are the Cathie Wood stocks that are making serious noise.\n\nRoku(NASDAQ:ROKU)\nTwilio(NYSE:TWLO)\nNintendo(OTCMKTS:NTDOY)\nStratasys(NASDAQ:SSYS)\nTesla(NASDAQ:TSLA)\nTeladoc Health(NYSE:TDOC)\nZillow(NASDAQ:Z, NASDAQ:ZG)\n\nBecause this is the internet, I’d like to make a few disclaimers. Just because Wood has a personal relationship with Jesus doesn’t necessarily mean Jesus is recommending Cathie Wood stocks to buy. What I can say with reasonable certainty is that you should perform your due diligence. Never invest on the basis of any one person’s opinion.\nRoku (ROKU)\nI’ve got to be honest. Though I follow many of the Cathie Wood stocks because of their relevance, it’s hard to get too excited about them at this moment due to many economic uncertainties. Key among them is the eviction moratorium. Will it be extended beyond June 30, 2021 or will we see waves of homeless people on the streets?\nHowever, with Roku, one of the top holdings of the ARKK ETF, I can understand where Wood is coming from. First off, the company put up great numbers for its first quarter of 2021 earnings report. According to CNBC, the streaming equipment manufacturer “posted its highest revenue growth rate” in the years since its 2017 initial public offering.\nSecond, ROKU stock is pertinent to the current economic narrative, perhaps much more so than other Cathie Wood stocks. Primarily, people want cheap entertainment and Roku provides exactly that. And with the consumer economy shaky for millions of Americans, we might not see a rush of purchases of smart TVs that could render over-the-top devices pointless.\nStill, the day that smart TVs take over may be inevitable. What will Roku do then? In my opinion, it’s worth a modest shot because of the relative discount, but be careful.\nTwilio (TWLO)\nAnother one of the top-ranked Cathie Wood stocks in ARKK’s holdings, Twilio shares have been very impressive since 2018. As you most likely know, Twilio specializes in communications API (application programming interface), or a platform that allows businesses to “embed voice calling, text messaging and other communications functionality into a software application or product.”\nI like to think of communications APIs as how machines interact with each other. Basically, through Twilio’s underlying innovation, it’s possible for ride-sharing apps to seamlessly connect drivers with clients. Also, such technologies allow both parties to know where the other is. Because Twilio underlines the connectivity of the next-generation economy, many investors banked on TWLO stock.\nMost of them have done very well for themselves. This year, though, TWLO has been flat, which raises questions regarding its inclusion in ARKK’s top 10 holdings.\nPart of the concerns may stem from its Q1 2021 earnings report. For revenue, Twilio did very well, generating top-line sales of $590 million, up nearly 62% from the year-ago quarter. But net losses also widened to $207 million from $95 million.\nPersonally, this might be one of the top-tier Cathie Wood stocks that could bounce higher from here. Still, like ROKU, I’d be cautiously bullish on TWLO.\nNintendo (NTDOY)\nIf I had to include any of the Cathie Wood stocks in my portfolio, I’d go with Nintendo. Basically, I’m familiar with the company, as I feel like I’ve grown up with the organization. And now that I think about it, Ididactually grow up with it.\nBut setting aside personal sentiment, Nintendo plies its trade in one of the most relevant industries on the planet. According to information compiled by Statista.com, revenue for the video games sector may reach $154.6 billion by the end of this year. And by 2025, the market volume could exceed $220 billion. These are massive numbers and Nintendo owns significant market share, bolstering the case for NTDOY stock.\nTrue, other video game console manufacturers overshadow Nintendo in terms of sheer popularity. However, the company carved out an important niche for itself: family-friendly entertainment. Quite frankly, video games are becoming increasingly violent and realistic, which poses ESG (environmental, social, governance) concerns. On the other hand, Nintendo usually steers away from controversy, making it attractive for parents and stakeholders alike.\nStill, the risk factor is that the gaming environment is extremely competitive. Therefore, prospective buyers should be vigilant about NTDOY.\nStratasys (SSYS)\nAs a pioneer of 3D printing equipment and additive manufacturing services, Stratasys is simultaneously one of the most intriguing and riskiest Cathie Wood stocks listed on the ARKK ETF. If you’ve ever seen what individual connoisseurs and professional developing firms can do with 3D printers, you can appreciate why many forward-thinking investors are excited about SSYS stock.\nMuch like connectivity technologies have infiltrated nearly every facet of our lives, 3D printing could very well spark a similar paradigm shift. From automotive to defense to industrial manufacturing solutions, 3D printers offer incredible utility. In particular, I’m interested in medical solutions, whereby doctors can develop personalized physical remedies at the point of care.\nThat’s the intriguing component. What’s not so intriguing, though, is the risk profile of SSYS stock. Since its IPO in the mid-1990s, Stratasys shares have been all over the map. This was best characterized by the 3D printing bubble that occurred around the middle of last decade. SSYS saw incredible heights only to crash back down to earth.\nEven more problematic, we just saw a mini-repeat performance earlier this year. What I don’t deny is that SSYS has potential. You just have to be careful how you approach it.\nTesla (TSLA)\nFor the remainder of the Cathie Wood stocks, I’m going to discuss the names that the ARKK ETF included in its top holdings but that I’m rather skeptical on. Let’s start things off with everyone’s favorite electric vehicle manufacturer: Tesla.\nWhile opinions vary about TSLA stock, one thing is clear. This has been an absolute rock ship of a ride. At the beginning of 2020, shares were trading a few bucks shy of triple digits. It would later close at over $883 in January 2021 before shedding a significant portion of those gains. But given the incredible performance of TSLA, I can appreciate why Wood pulled the trigger on the discount.\nFurther, while everyone is playing catchup in the EV market, Tesla enjoys a strong brand advantage. Perhaps, as the bulls suggest, it’s an unassailable advantage.\nHowever, it’s also possible that we could be entering a phase of peak EV. Yes, the sector has made tremendous progress but compared to traditional auto sales,EV market share remains limited. Plus, it’s not entirely clear that, absent groundbreaking technology like solid-state batteries, EV makers can get their products down to a reasonable price for average income households.\nAlso, don’t forget that combustion engines have made substantial improvements themselves. For instance, modern four-cylinder turbo engines provide ample performance and excellent mileage.\nTeladoc Health (TDOC)\nAmong Cathie Wood stocks, Teladoc Health is one of the most directly connected to the coronavirus narrative. Significantly, TDOC stock proves that not every equity unit falls in tandem with other securities during a comprehensive market collapse. While virtually all publicly traded assets crumbled between February and March 2020, TDOC did quite the opposite.\nThat’s an important lesson — sometimes, the fundamentals matter all the time.\nOf course, this is a what-have-you-done-for-me-lately business and therefore, it raises the question: is TDOC stock still relevant as Covid-19 cases seemingly enter a bear market of its own? On one hand, I can understand why Wood maintains confidence in Teladoc. This has been a difficult crisis to predict, so you should never say never. Moreover, Vietnam recently disclosed a hybrid of Covid-19 variants that’s incredibly contagious.\nOn the other hand, it’s very possible that Covid fatigue has already set in deeply with most Americans. You’re not seeing collective unity in this country as you are with others. Instead, wide-ranging pockets of individualism have sparked, leading to strong resistance movements. In other words, these folks will want to see “real” doctors, not virtual conference ones.\nAlso, the questionable economic health of the U.S. suggests that millions may just defer medical visits altogether.\nZillow (Z, ZG)\nHere’s the thing about the housing market — as you know, it’s absolutely bonkers. As the S&P/Case-Shiller U.S. National Home Price Index demonstrates, real estate demand reached unprecedented levels in March 2021. And from the looks of it, rising prices show no sign of abating. That’s not great news for first-time homebuyers looking for a piece of the American dream.\nBut on the more affluent end of the spectrum, it’s been a boon for Zillow. Therefore, I’m not the least bit surprised that this is included among Cathie Wood stocks. Over the trailing year, Z stock gained over 80%. What I am surprised about is that it remains a top holding in the ARKK ETF.\nAlthough it’s possible, I’m not 100% buying into the perpetually rising home prices argument. Yes, there are shortage issues. But eventually, those issues should cool down as Americans get over their coronavirus fears and resume their normal activities. Part of that includes moving out — and that’s going to bring a lot of inventory into the picture.\nFinally, I recommend prospective buyers to look at the chart of Z stock before making their decision. This is one ugly chart that belies the perma-bull storyline of rising housing prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162749407,"gmtCreate":1624077466809,"gmtModify":1703828385136,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Probably a healthy correction","listText":"Probably a healthy correction","text":"Probably a healthy correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162749407","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160058390,"gmtCreate":1623767378110,"gmtModify":1703818803106,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Look forward more opportunities for investment&nbsp;","listText":"Look forward more opportunities for investment&nbsp;","text":"Look forward more opportunities for investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/160058390","repostId":"1191245053","repostType":4,"repost":{"id":"1191245053","pubTimestamp":1623762167,"share":"https://ttm.financial/m/news/1191245053?lang=&edition=fundamental","pubTime":"2021-06-15 21:02","market":"us","language":"en","title":"Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1191245053","media":"zerohedge","summary":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers .So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fis","content":"<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").</p>\n<p>So picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,<b>there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.</b></p>\n<p><img src=\"https://static.tigerbbs.com/0d1ece116794c7f6523250fd682450e3\" tg-width=\"959\" tg-height=\"765\" referrerpolicy=\"no-referrer\"></p>\n<p>Yet while these totals are massive,<b>when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.</b></p>\n<p><img src=\"https://static.tigerbbs.com/534b677774a92a59d4fe08f09359932b\" tg-width=\"500\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p>It's worth noting that according to Goldman estimates that combos account<b>for 15-20% of SPX options,</b>so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.</p>\n<p><img src=\"https://static.tigerbbs.com/adfcada2b0ef3f2ebbd684649a613043\" tg-width=\"936\" tg-height=\"541\" referrerpolicy=\"no-referrer\"></p>\n<p>The Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPX<b>realized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.</b></p>\n<p><img src=\"https://static.tigerbbs.com/afffda1e07736784ad695d95a9936421\" tg-width=\"952\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>This contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.</p>\n<p><img src=\"https://static.tigerbbs.com/df2b7aeaadb37160a7eaf0ac08ba31de\" tg-width=\"1236\" tg-height=\"561\" referrerpolicy=\"no-referrer\"></p>\n<p>Then, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees that<b>the extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"</b>Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:<u><b>the market will become much more volatile in a selloff.</b></u></p>\n<p><img src=\"https://static.tigerbbs.com/76b01b8a05b70ec4f343626b1fad491b\" tg-width=\"931\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Meanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.</p>\n<p><img src=\"https://static.tigerbbs.com/9c6c3df49e3e5d1e4a7a0d9c24696e6a\" tg-width=\"1212\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>One final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.</p>\n<p>As Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,<b>the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,</b>and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"</p>\n<p><img src=\"https://static.tigerbbs.com/bd0e886a62a61c70b0f299bd6c032a24\" tg-width=\"954\" tg-height=\"1128\" referrerpolicy=\"no-referrer\"></p>\n<p>Why is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.<b>Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!</b></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>Quad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQuad-Witch Quandary: How Will Friday's $2 Trillion Gamma Expiration Impact Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/quad-witch-quandary-how-will-fridays-2-trillion-gamma-expiration-impact-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191245053","content_text":"Last week, when discussing thebizarre summer doldrumsin the market which pushed the VIX to the lowest level since the onset of the covid pandemic, we said that this period of abnormal market quiet is likely to last until this Friday' quad-witch, when a massive amount of gamma and delta expire and are de-risked, in the process eliminating one of the natural downside stock buffers (see \"4 Reasons Why The Market Doldrums End With Next Friday's Op-Ex\").\nSo picking up on the topic of Friday' potentially market-moving opex, Goldman' in-house derivatives expert, Rocky Fishman, previews June’s upcoming expiration which he dubs as \"large - comparable to a typical quarterly.\" Specifically,there are $1.8 trillion of SPX options expiring on Friday, in addition to $240 billion of SPY options and $200 billion of options on SPX and SPX E-mini futures.\n\nYet while these totals are massive,when adjusted for the index’s size the amount of expiring options within 10% of current spot is smaller than just about any quarterly over the past decade.\n\nIt's worth noting that according to Goldman estimates that combos accountfor 15-20% of SPX options,so an adjusted open interest total would add up to $1.5tln, still much larger than total expiring single stock open interest ($775bln). Furthermore, with stocks at all time highs, it is to be expected that most of the June open interest is below the current SPX spot price. As shown in the chart below, the dual peaks are at 3,900 and 4,150. This means that after Friday, there may be a certain \"anti\"-gravity around those spots until gamma is refilled.\n\nThe Goldman strategist then explains what he believes is below the abnormally low level of realized market vol, noting that - as we discussed last week - it is consistent with long gamma positioning. Consider that SPXrealized volatility over the past 13 trading days has been just 5.1% - the lowest 13-day realized vol since 2019.\n\nThis contrasts with extreme volatility in pockets of the single stock market; AMC, which had the highest contract volume among single stocks last week (but far less notional volume at$7bln/day than AMZN’s leading $120bln/day), has had close to 400% realized vol over the same period.\n\nThen, as Nomura's Charlie McElligott first noted last week, Goldman's derivatives team agrees thatthe extremely low SPX realized volatility is consistent with the possibility that 18-Jun has left “the street” long index gamma, in which case Fishman echoeswhat we said last week, namely that \"realized volatility could pick up once positions are cleaner. \"Meanwhile, the rising beta of VIX futures to the SPX indicates that investors expect short gamma dynamics to pick up should markets sell off. Translation:the market will become much more volatile in a selloff.\n\nMeanwhile, and in keeping with the latest memo stock squeeze, Goldman also notes that while single stock option volumes continue to be high, it is well short of Q1 peaks. The large percentage of all single stock option activity driven by retail, and the predictive value of retail activity, have both heightened the attention on the single stock option market in recent weeks. Recent growth in single stock option activity has been concentrated in low-share-price stocks, leaving a shar prise in contract-volume over the past two weeks that has not been matched by notional volume. When adjusting notional volume for the size of the equity market, Goldman finds that single stock volume has actually been on the low of its 2021 range over the past two weeks which means that the latest ramps had little to no gamma squeeze components to them.\n\nOne final point which we discussed recently and which is in keeping with the growing retail participation in trading, is Goldman's observation that the trend toward shorter-dated SPX options (weeklies) and away from quarterlies, continues. That also is one of the reasons why Friday’s SPX expiration is smaller than many recent quarterlies, and why as it as approached expiration, its trading volume has been falling.\nAs Goldman explains, investors have been increasingly adopting the full calendar of SPX expirations, including expirations every Monday and Wednesday, as they tailor their views around events. In fact,the percentage of SPX option volume happening in 3rd Friday expirations is at an all-time low,and is now smaller than the percentage happening in Monday and Wednesday expirations. One explanation for heightened ultra-short-dated volumes is the strong single stock volumes: and here an interest suggesting from Goldman - \"to the extent market makers are unable to cover the short single stock gamma generated by retail investors’ call buying, they may be actively trading long positions in strips of ultra-short-dated SPX index options to offset this gamma.\"\n\nWhy is this important? because if this trend is large enough, it directly contributes to low implied and realized correlation.Ironically, by ramping single name, \"most-shorted names\", retail investors are ushering a period of unorthodox calm across the rest of the market!","news_type":1},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575026271585853","authorId":"3575026271585853","name":"Luckymynah","avatar":"https://static.tigerbbs.com/c897a4e54c7d341ec9629a711e3d529d","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3575026271585853","idStr":"3575026271585853"},"content":"Buy Amc $AMC Entertainment(AMC)$","text":"Buy Amc $AMC Entertainment(AMC)$","html":"Buy Amc $AMC Entertainment(AMC)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151120052,"gmtCreate":1625068128376,"gmtModify":1703735460342,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"That's great&nbsp;","listText":"That's great&nbsp;","text":"That's great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/151120052","repostId":"1105779613","repostType":4,"repost":{"id":"1105779613","pubTimestamp":1625062867,"share":"https://ttm.financial/m/news/1105779613?lang=&edition=fundamental","pubTime":"2021-06-30 22:21","market":"us","language":"en","title":"Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1105779613","media":"Bloomberg","summary":"One analyst sees it rising to $1,200, another tumbling to $150. Competitive threats build after meteoric 2020 stock surge. Few companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.To Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move t","content":"<ul>\n <li>One analyst sees it rising to $1,200, another tumbling to $150</li>\n <li>Competitive threats build after meteoric 2020 stock surge</li>\n</ul>\n<p>Few companies have been as polarizing on Wall Street as&nbsp;Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.</p>\n<p>To&nbsp;Piper Sandler &amp; Co.’s Alexander Potter, the company’s potential dominance of the electric-car business&nbsp;warrants&nbsp;a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.</p>\n<p>The divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.</p>\n<p>“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”</p>\n<p><img src=\"https://static.tigerbbs.com/fb8f7a35e4b2bc516159737958ead3d4\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as&nbsp;General Motors Co.,Ford Motor Co.&nbsp;and&nbsp;Volkswagen AG&nbsp;that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to&nbsp;UBS Group AG&nbsp;analyst Patrick Hummel.</p>\n<p>That competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.</p>\n<p>Yet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&amp;P 500 Index.</p>\n<p>“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said&nbsp;Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”</p>\n<p>The company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.</p>\n<p><img src=\"https://static.tigerbbs.com/6d2dd8d41a7f20e74bd44de1c344d6a0\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"></p>\n<p>But Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths&nbsp;Alphabet Inc.,FaceBook Inc.&nbsp;and&nbsp;Amazon.com Inc&nbsp;.have come to lord over their’s.</p>\n<p>Others just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.</p>\n<p>Cathie Wood’s&nbsp;Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.</p>\n<p>If all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stall Shows Wall Street Rift on Stratospheric Stock Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stall Shows Wall Street Rift on Stratospheric Stock Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-30/tesla-stall-shows-wall-street-rift-on-stratospheric-stock-value?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105779613","content_text":"One analyst sees it rising to $1,200, another tumbling to $150\nCompetitive threats build after meteoric 2020 stock surge\n\nFew companies have been as polarizing on Wall Street as Tesla Inc.-- and the lackluster run this year has done nothing to lessen it.\nTo Piper Sandler & Co.’s Alexander Potter, the company’s potential dominance of the electric-car business warrants a $1,200 stock-price target, nearly double its $680.76 close on Tuesday. To Craig Irwin of Roth Capital Partners, as rivals move to pick off a head start that turned Tesla into the world’s most highly valued car company, the stock will sink to $150.\nThe divergence illustrates the tension that has sent Tesla shares toward a 4% loss during the first half of the year even as rival automakers surged ahead. That’s a marked contrast to its more than 8-fold jump last year and reflects investors’ doubts about heady growth expectations for the company in the face of stronger competitive threats and signs of a sales slowdown in China.\n“For a long time Tesla was the only credible player in the high-quality EV market, and we are seeing that starting to change,” said JoAnne Feeney, portfolio manager atAdvisorsCapital Management, who said the company’s current valuation assumes it will become the biggest seller of cars in the U.S. “That seems to be an awful lot to ask.”\n\nTesla sold about half a million cars worldwide in 2020, accounting for a fraction of even the 14.5 million light vehicles sold in the U.S., and it’s facing threats from traditional automakers such as General Motors Co.,Ford Motor Co. and Volkswagen AG that are launching their own electric-vehicle lineups. In China, Tesla’s lead over other startups has already started to shrink, according to UBS Group AG analyst Patrick Hummel.\nThat competition poses a separate challenge to the company’s bottom line: Tesla has profited from selling carbon-offset credits to other carmakers that haven’t met their emissions targets. But the more its rivals’ sales of electric vehicles take off, the more that source of revenue will drop.\nYet Tesla’s stock-market valuation is based on the expectation of steep growth, giving it little room for error. It’s currently trading at more than 650 times earnings per share, according to data compiled by Bloomberg. That compares with a multiple of 30 for the S&P 500 Index.\n“Tesla’s market valuation is vastly over optimistic, ignoring the over 500 EV models that will be on the road by the end of 2025,” said Roth Capital’s Irwin. “Tesla does not operate in a vacuum and many companies have better technology.”\nThe company will be reporting second-quarter delivery figures later this week, a major catalyst that analysts and investors will be keenly watching.\n\nBut Tesla bulls are confident that the company’s valuation will be justified if it comes to dominate the industry, much like tech behemoths Alphabet Inc.,FaceBook Inc. and Amazon.com Inc .have come to lord over their’s.\nOthers just see it as a pause for Tesla shares as investors come to terms with the surging valuation last year, when markets leaned heavily onto growth stocks as the pandemic shut down much of the global economy. That influx has started to shift this year in the so-called reflation trade, with funds moving back into stocks more likely to benefit from the recovery.\nCathie Wood’s Ark Investment Management, which had a 0.6% stake in Tesla as of March 31 and is an ardent backer of the company, remains steadfast in its support despite the stock’s showing this year. Ark expects it to benefit from rising electric vehicle sales and sees even odds that it will deliver fully self-driven cars in four years.\nIf all goes as planned? Ark forecasts the stock will reach $3,000 in 2025.","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"content":"Tesla will fly","text":"Tesla will fly","html":"Tesla will fly"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162056692,"gmtCreate":1624028804216,"gmtModify":1703827123186,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Banks stocks has been ever green stock to pick up over the long run, despite corrections.&nbsp;","listText":"Banks stocks has been ever green stock to pick up over the long run, despite corrections.&nbsp;","text":"Banks stocks has been ever green stock to pick up over the long run, despite corrections.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/162056692","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","pubTimestamp":1624028454,"share":"https://ttm.financial/m/news/1119296361?lang=&edition=fundamental","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p>\n<p>There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p>\n<p>After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p>\n<p>The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p>\n<p>Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p>\n<p>Until that changes, it will be hard for bank stocks to bounce back.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good ...</p>\n\n<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577008220161864","authorId":"3577008220161864","name":"Maydelyn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3577008220161864","idStr":"3577008220161864"},"content":"Yes definitely agree w u CL","text":"Yes definitely agree w u CL","html":"Yes definitely agree w u CL"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188403221,"gmtCreate":1623457317363,"gmtModify":1704204046834,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.","listText":"Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.","text":"Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/188403221","repostId":"2142520474","repostType":4,"repost":{"id":"2142520474","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623452760,"share":"https://ttm.financial/m/news/2142520474?lang=&edition=fundamental","pubTime":"2021-06-12 07:06","market":"hk","language":"en","title":"Is inflation eating up all the interest you're earning on 10-year Treasury notes?","url":"https://stock-news.laohu8.com/highlight/detail?id=2142520474","media":"Dow Jones","summary":"'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterwei","content":"<blockquote>\n 'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n</blockquote>\n<p>Investors may appear to be shrugging off inflation, but concerns persist.</p>\n<p>The 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.</p>\n<p>\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"</p>\n<p>Fixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.</p>\n<p>\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"</p>\n<p>The decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.</p>\n<p>Vataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.</p>\n<p>Investors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.</p>\n<p>\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.</p>\n<p>Still, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"</p>\n<p>But Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.</p>\n<p>\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"</p>\n<p>Gaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.</p>\n<p>Gaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.</p>\n<p>Gaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.</p>\n<p>\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.</p>\n<p>\"They almost have to say that it is transitory to kind of keep this going,\" he said.</p>\n<p>Meanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.</p>\n<p>\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.</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>Is inflation eating up all the interest you're earning on 10-year Treasury notes?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs inflation eating up all the interest you're earning on 10-year Treasury notes?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-12 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n</blockquote>\n<p>Investors may appear to be shrugging off inflation, but concerns persist.</p>\n<p>The 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.</p>\n<p>\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"</p>\n<p>Fixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.</p>\n<p>\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"</p>\n<p>The decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.</p>\n<p>Vataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.</p>\n<p>Investors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.</p>\n<p>\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.</p>\n<p>Still, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"</p>\n<p>But Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.</p>\n<p>\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"</p>\n<p>Gaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.</p>\n<p>Gaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.</p>\n<p>Gaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.</p>\n<p>\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.</p>\n<p>\"They almost have to say that it is transitory to kind of keep this going,\" he said.</p>\n<p>Meanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.</p>\n<p>\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142520474","content_text":"'Part of the point of being invested in bonds is to preserve purchasing power,' says CIO of Osterweis total return strategy.\n\nInvestors may appear to be shrugging off inflation, but concerns persist.\nThe 10-year Treasury yieldwas trading at 1.46% Friday , drifting lower despite Thursday's report that the pace of inflation soared for a second month in a row during the economic reopening in the pandemic.\n\"Inflation is significantly higher than the compensation you're receiving from being invested in fixed income,\" said Eddy Vataru, chief investment officer of Osterweis Capital Management's total return strategy, in an interview. \"Part of the point of being invested in bonds is to preserve purchasing power.\"\nFixed-income investors worry about rising inflation because it erodes the value of their existing bonds . While inflation concerns tend to prompt selling, driving up yields, investors are now weighing whether the latest signs of inflation are transitory or persistent as the economy rebounds.\n\"I would argue that there's a significant part of it that's persistent,\" Vataru said, \"but you won't know that for months.\"\nThe decline in 10-year yields doesn't necessarily mean market participants agree with the Fed that inflation is transient, according to Vataru, whose career in fixed-income includes past jobs at hedge fund firm Citadel and asset management giant BlackRock.\nVataru said short positioning in the Treasury market may partly explain the yield dip after Thursday's report on the consumer-price index showed the cost of living jumped again in May, driving the pace of inflation to a 13-year high of 5%.\nInvestors with short positions are betting that prices of Treasuries will fall, pushing up yields, according to Vataru. Bond prices and yields move in opposite directions. If rates don't rise quickly or far enough, these investors may become nervous about losses and exit their bets. Short sellers become buyers when they cover their positions.\n\"A lot of the buying you've seen in the last week or so is probably short covering,\" said Vataru. \"That's part of the reason that when you have a move like this you don't have quite the reaction you otherwise think you would,\" he said of the move down Thursday in the 10-year yield.\nStill, yields would be higher if there was more consensus that inflation is a persistent problem, according to Vataru. He said he worries about signs of wage inflation in particular, as that can be sticky, and believes inflation will be in the 3% to 5% range \"the way we're tracking right now.\"\nBut Ellen Gaske, lead economist for G-10 economies at PGIM Fixed Income's global macroeconomic research group, said the yield on the 10-Year Treasury is up from last year and now sits in line with investors' expectations that inflation is transitory.\n\"We already saw the reflation trade,\" she said. \"We already have seen 10-year yields back up, from 50 basis points last summer all the way up to where they are today.\"\nGaske explained that rates \"quickly reflected\" expectations that \"we would climb out of this crisis.\" She now thinks that by the end of this year the Fed may begin tapering its asset purchases, which along with low interest rates has been part of its accommodative stance.\nGaske earlier this year \"pulled forward\" her expectations for a rate increase by the Fed to the second half of 2023. Previously, her prediction was for the Fed to raise its benchmark rate in 2024, with the adjustment to her forecast made in the first quarter, because economic momentum appeared strong as COVID-19 vaccinations rolled out.\nGaske expects spikes in inflation will probably be short-lived, partly because prices are being measured against low levels seen last year, and supply-chain bottlenecks that have emerged in the rebound in demand will be worked out. But she said the acceleration of rent-related inflation caught her eye in the latest CPI reading, adding it's an area she'll be watching closely for potentially persistent higher costs.\n\"I think the Fed itself is kind of in a pickle,\" said Vataru, as any new characterization by the central bank of inflation as persistent would probably lead to higher rates that would dampen the recovery.\n\"They almost have to say that it is transitory to kind of keep this going,\" he said.\nMeanwhile, the Fed's massive quantitative easing program, or QE, is helping to \"stoke the fire\" despite no structural issues that point to the U.S. sitting in recession for years to come, according to Vataru. The U.S. isn't dealing with the same \"big debacle\" faced in the throes of the 2008 financial crisis, he said, yet monetary and fiscal stimulus continue with stocks near record highs and vaccine rollouts leading to fewer COVID cases domestically and abroad.\n\"It's a dangerous potion to have a policy that, in my mind, is really inflationary and then dismiss whatever inflation that comes through the system as transitory,\" Vataru said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117926224,"gmtCreate":1623114260268,"gmtModify":1704196300550,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"People come and people go, believe the company has plan to continue move on","listText":"People come and people go, believe the company has plan to continue move on","text":"People come and people go, believe the company has plan to continue move on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117926224","repostId":"2141256310","repostType":4,"repost":{"id":"2141256310","pubTimestamp":1623110136,"share":"https://ttm.financial/m/news/2141256310?lang=&edition=fundamental","pubTime":"2021-06-08 07:55","market":"us","language":"en","title":"Telsa Executive and Top Musk Lieutenant Has Left the Company","url":"https://stock-news.laohu8.com/highlight/detail?id=2141256310","media":"Bloomberg","summary":" -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was $one$ of four top executives running the company alongside Chief Executive Officer Elon Musk.Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of hea","content":"<p>(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was <a href=\"https://laohu8.com/S/AONE\">one</a> of four top executives running the company alongside Chief Executive Officer Elon Musk.</p><p>Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of heavy trucking in March of this year.</p><p>“That is a huge and unexpected loss,” Pierre Ferragu, an analyst at New Street Research who has a buy recommendation on the Tesla shares, said in an email. He added the news is part of a pattern of high-level executive departures at the company. “Jerome’s contribution to Tesla will remain part of the company and the company will continue to attract other top-guns.”</p><p>Tesla fell as much as 0.8% in postmarket trading Monday after closing up 1% to $605.13. The stock is down about 14% this year.</p><p>Guillen, who is French, joined Tesla in the fall of 2010 as the program director for the Model S, the breakthrough electric vehicle which laid the groundwork for the crossover Model X and more mass market Model 3 that followed. He was 48 years old as of Tesla’s latest annual report.</p><p>Guillen didn’t immediately respond to a request for comment.</p><p>Turnover Struggle</p><p>Tesla has struggled with executive turnover for years. Guillen took a several-months-long leave of absence from the company in 2015 but returned in 2016 to lead the company’s Semi truck program. He was promoted in 2018 to serve as the head of automotive operations.</p><p>The executive is known for building an assembly line against all odds in a tent outside of Tesla’s auto plant in Fremont, California. The cobbled-together line was instrumental to the company finally delivering on the Model 3, a bet-the-company effort that nearly bankrupted Tesla in 2018.</p><p>Musk Elevates Tesla’s Little-Known Fixer to Steer Past Drama</p><p>His sudden exit leaves Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, a senior vice president in charge of powertrain and energy engineering, as the triumvirate atop the company, which has more than 70,000 employees globally.</p><p>“We thank him for his many contributions and wish him well in his future career,” the electric carmaker said in the filing.</p><p>Guillen, who previously worked at Daimler AG, briefly appeared on stage when Tesla unveiled the Semi Truck in the fall of 2017. But initial production of the Semi has been delayed and is dependent on new, larger 4680 battery cells that Tesla is trying to make in-house and get from long-time suppliers like Japan’s Panasonic Corp.</p><p>Musk said via a tweet Sunday that Tesla has canceled plans to build a longer range version of its Model S known as the Plaid +, a vehicle that also was supposed to use the new type of battery.</p><p>Musk didn’t address whether the availability of the 4680 factored in Tesla’s decision to cancel the upscale version of the flagship sedan. Tesla will debut the standard Plaid model at an event scheduled to take place June 10.</p>","source":"yahoofinance","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>Telsa Executive and Top Musk Lieutenant Has Left the Company</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\">\nTelsa Executive and Top Musk Lieutenant Has Left the Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was one of four top executives running the company ...</p>\n\n<a href=\"https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/telsa-executive-top-musk-lieutenant-225536969.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2141256310","content_text":"(Bloomberg) -- Tesla Inc. has parted ways with Jerome Guillen, a 10-year veteran who most recently served as president of heavy trucking and was one of four top executives running the company alongside Chief Executive Officer Elon Musk.Guillen left the company June 3, according to a regulatory filing Monday. He was a top lieutenant to Musk and the brains behind the ramp up of Model 3 production in 2018. The executive previously served as president of Tesla’s automotive business, and was named head of heavy trucking in March of this year.“That is a huge and unexpected loss,” Pierre Ferragu, an analyst at New Street Research who has a buy recommendation on the Tesla shares, said in an email. He added the news is part of a pattern of high-level executive departures at the company. “Jerome’s contribution to Tesla will remain part of the company and the company will continue to attract other top-guns.”Tesla fell as much as 0.8% in postmarket trading Monday after closing up 1% to $605.13. The stock is down about 14% this year.Guillen, who is French, joined Tesla in the fall of 2010 as the program director for the Model S, the breakthrough electric vehicle which laid the groundwork for the crossover Model X and more mass market Model 3 that followed. He was 48 years old as of Tesla’s latest annual report.Guillen didn’t immediately respond to a request for comment.Turnover StruggleTesla has struggled with executive turnover for years. Guillen took a several-months-long leave of absence from the company in 2015 but returned in 2016 to lead the company’s Semi truck program. He was promoted in 2018 to serve as the head of automotive operations.The executive is known for building an assembly line against all odds in a tent outside of Tesla’s auto plant in Fremont, California. The cobbled-together line was instrumental to the company finally delivering on the Model 3, a bet-the-company effort that nearly bankrupted Tesla in 2018.Musk Elevates Tesla’s Little-Known Fixer to Steer Past DramaHis sudden exit leaves Musk, Chief Financial Officer Zachary Kirkhorn and Drew Baglino, a senior vice president in charge of powertrain and energy engineering, as the triumvirate atop the company, which has more than 70,000 employees globally.“We thank him for his many contributions and wish him well in his future career,” the electric carmaker said in the filing.Guillen, who previously worked at Daimler AG, briefly appeared on stage when Tesla unveiled the Semi Truck in the fall of 2017. But initial production of the Semi has been delayed and is dependent on new, larger 4680 battery cells that Tesla is trying to make in-house and get from long-time suppliers like Japan’s Panasonic Corp.Musk said via a tweet Sunday that Tesla has canceled plans to build a longer range version of its Model S known as the Plaid +, a vehicle that also was supposed to use the new type of battery.Musk didn’t address whether the availability of the 4680 factored in Tesla’s decision to cancel the upscale version of the flagship sedan. Tesla will debut the standard Plaid model at an event scheduled to take place June 10.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127116091,"gmtCreate":1624839405213,"gmtModify":1703845754018,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Very challenging for Crypto&nbsp;","listText":"Very challenging for Crypto&nbsp;","text":"Very challenging for Crypto","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/127116091","repostId":"1149670859","repostType":4,"repost":{"id":"1149670859","pubTimestamp":1624836323,"share":"https://ttm.financial/m/news/1149670859?lang=&edition=fundamental","pubTime":"2021-06-28 07:25","market":"us","language":"en","title":"Britain bans Binance's UK ops in latest cryptocurrency crackdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1149670859","media":"Reuters","summary":"LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptoc","content":"<p>LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptocurrency exchanges, cannot conduct any regulated activity and issued a warning to consumers about the platform, which is coming under growing scrutiny globally.</p>\n<p>In a notice dated June 25, the Financial Conduct Authority (FCA) said Binance Markets Ltd, Binance's only regulated UK entity, \"must not, without the prior written consent of the FCA, carry out any regulated activities... with immediate effect\".</p>\n<p>It also issued a warning to consumers about Binance Markets and the wider Binance group.</p>\n<p>Binance said in a statement that Binance Markets, which it acquired in 2020, was not yet using its regulatory permissions, and that the FCA's move would not impact services offered on its Binance.com website.</p>\n<p>\"We take a collaborative approach in working with regulators and we take our compliance obligations very seriously. We are actively keeping abreast of changing policies, rules and laws in this new space,\" a spokesperson said.</p>\n<p>Binance announced in June last year that it had bought an FCA-regulated entity and would use it to offer cryptocurrency trading services using pounds and euros.</p>\n<p>AUTHORISATION</p>\n<p>While trading of cryptocurrencies is not directly regulated in Britain, offering services such as trading in cryptocurrency derivatives does require authorisation.</p>\n<p>The FCA has told Binance that by June 30 it must display a notice stating \"BINANCE MARKETS LIMITED IS NOT PERMITTED TO UNDERTAKE ANY REGULATED ACTIVITY IN THE UK\" on its website and social media channels.</p>\n<p>It must also secure and preserve all records relating to UK consumers and inform the FCA this has been done by July 2.</p>\n<p>The regulator did not explain why it had taken these measures.</p>\n<p>British citizens will still be able to access Binance's services in other jurisdictions.</p>\n<p>The FCA is stepping up its oversight of cryptocurrency trading, which has soared in popularity in Britain along with other countries around the globe.</p>\n<p>Since January, the FCA has required all firms offering cryptocurrency-related services to register and show they comply with anti-money laundering rules. However earlier this month it said that just five firms had registered, and that the majority were not yet compliant.</p>\n<p>Japan's regulator said on June 25 that Binance was operating in the country illegally, a notice posted on Japan's Financial Services Agency website showed.</p>\n<p>Last month, Bloomberg reported that officials from the U.S. Justice Department and Internal Revenue Service who probe money laundering and tax offences had sought information from individuals with insight into Binance's business.</p>\n<p>In April, Germany's financial regulator BaFin said the exchange risked being fined for offering digital tokens without an investor prospectus.</p>","source":"lsy1612507957220","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>Britain bans Binance's UK ops in latest cryptocurrency crackdown</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\">\nBritain bans Binance's UK ops in latest cryptocurrency crackdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/financial-watchdog-orders-crypto-exchange-104557283.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptocurrency exchanges, cannot conduct any regulated activity and issued a warning to consumers about the...</p>\n\n<a href=\"https://finance.yahoo.com/news/financial-watchdog-orders-crypto-exchange-104557283.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/financial-watchdog-orders-crypto-exchange-104557283.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149670859","content_text":"LONDON (Reuters) -Britain's financial regulator has said Binance, one of the world's largest cryptocurrency exchanges, cannot conduct any regulated activity and issued a warning to consumers about the platform, which is coming under growing scrutiny globally.\nIn a notice dated June 25, the Financial Conduct Authority (FCA) said Binance Markets Ltd, Binance's only regulated UK entity, \"must not, without the prior written consent of the FCA, carry out any regulated activities... with immediate effect\".\nIt also issued a warning to consumers about Binance Markets and the wider Binance group.\nBinance said in a statement that Binance Markets, which it acquired in 2020, was not yet using its regulatory permissions, and that the FCA's move would not impact services offered on its Binance.com website.\n\"We take a collaborative approach in working with regulators and we take our compliance obligations very seriously. We are actively keeping abreast of changing policies, rules and laws in this new space,\" a spokesperson said.\nBinance announced in June last year that it had bought an FCA-regulated entity and would use it to offer cryptocurrency trading services using pounds and euros.\nAUTHORISATION\nWhile trading of cryptocurrencies is not directly regulated in Britain, offering services such as trading in cryptocurrency derivatives does require authorisation.\nThe FCA has told Binance that by June 30 it must display a notice stating \"BINANCE MARKETS LIMITED IS NOT PERMITTED TO UNDERTAKE ANY REGULATED ACTIVITY IN THE UK\" on its website and social media channels.\nIt must also secure and preserve all records relating to UK consumers and inform the FCA this has been done by July 2.\nThe regulator did not explain why it had taken these measures.\nBritish citizens will still be able to access Binance's services in other jurisdictions.\nThe FCA is stepping up its oversight of cryptocurrency trading, which has soared in popularity in Britain along with other countries around the globe.\nSince January, the FCA has required all firms offering cryptocurrency-related services to register and show they comply with anti-money laundering rules. However earlier this month it said that just five firms had registered, and that the majority were not yet compliant.\nJapan's regulator said on June 25 that Binance was operating in the country illegally, a notice posted on Japan's Financial Services Agency website showed.\nLast month, Bloomberg reported that officials from the U.S. Justice Department and Internal Revenue Service who probe money laundering and tax offences had sought information from individuals with insight into Binance's business.\nIn April, Germany's financial regulator BaFin said the exchange risked being fined for offering digital tokens without an investor prospectus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183413282,"gmtCreate":1623340327146,"gmtModify":1704201366071,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","listText":"The S&amp;P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","text":"The S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183413282","repostId":"1106213554","repostType":4,"repost":{"id":"1106213554","pubTimestamp":1623332534,"share":"https://ttm.financial/m/news/1106213554?lang=&edition=fundamental","pubTime":"2021-06-10 21:42","market":"us","language":"en","title":"S&P 500 rises to new record, shaking off inflation fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1106213554","media":"cnbc","summary":"The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report","content":"<div>\n<p>The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark rose ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises to new record, shaking off inflation fears</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 rises to new record, shaking off inflation fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark rose ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.cnbc.com/2021/06/09/stock-market-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1106213554","content_text":"The S&P 500 climbed to an all-time high on Thursday as investors shrugged off a key inflation report that showed a bigger-than-expected increase in price pressures.\nThe broad equity benchmark rose 0.6% to hit an intraday record of 4,246.20, overtaking its May 7 high after the market traded sideways for a month. The Dow Jones Industrial Average advanced 275 points, while the Nasdaq Composite traded 0.2% higher even with bond yields rising.\nConsumer prices for May accelerated at their fastest pace since the summer of 2008 amid the economic recovery from the pandemic-triggered recession,the Labor Department reported Thursday.\nThe consumer price index, which represents a basket including food, energy, groceries across a spectrum of goods, rose 5% from a year ago. Economists surveyed by Dow Jones had been expecting a gain of 4.7%.\nFears of spiking inflation have weighed on the stock market in the last month, with investors worried the jump in prices will raise costs for companies, spark a move higher in interest rates and cause the Federal Reserve to remove its easy money policies.\n“This CPI isn’t likely to change the narrative dramatically and there are still indications that inflation momentum is set to abate in the coming months,” Adam Crisafulli, founder of Vital Knowledge, said in a note Thursday.\nMany economists also said the surge in used car costs for the month could have skewed the inflation reading. Used car and truck prices jumped more than 7%, accounting for one-third of the total increase for the month, according to the BLS. The jump in used car prices likely reflects a temporary phenomenon related to the pandemic and auto supply.\nUPS shares rose about 1% in premarket trading afteran upgrade from JPMorgan. Shares of Boeing and Delta Air Lines were also higher in premarket trading.\nU.S. markets continued to trade within a tight range on Wednesday, with all three major indexes ending the day within 0.5% of Tuesday’s closing levels. The Dow, S&P 500 and Nasdaq Composite all fell during regular trading, ending the session further away from their respective all-time highs.\nThe S&P 500 remains closest to its benchmark and is just 0.44% away from a new all-time high. The Dow and Nasdaq are roughly 2% away from records.\nVideo-game retailer and meme stockGameStopfell 7% in premarket trading even after the company tapped formerAmazon executive Matt Furlong to be its next CEOand said that sales rose 25% last quarter. The company also said it may sell up to 5 million additional shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113026751,"gmtCreate":1622587559073,"gmtModify":1704186659454,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Black Stone Minerals (BSM)&nbsp;Blackstone Mortgage Trust (BXMT)","listText":"Black Stone Minerals (BSM)&nbsp;Blackstone Mortgage Trust (BXMT)","text":"Black Stone Minerals (BSM) Blackstone Mortgage Trust (BXMT)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/113026751","repostId":"2140249804","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152163658,"gmtCreate":1625276294874,"gmtModify":1703739765835,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"NIO will continue to grow in the next half of 2021","listText":"NIO will continue to grow in the next half of 2021","text":"NIO will continue to grow in the next half of 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152163658","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","pubTimestamp":1625238577,"share":"https://ttm.financial/m/news/1120590567?lang=&edition=fundamental","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO’s June deliveries grew at an impressive rate.</li>\n <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>\n <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p>\n<p><b>Shipping volumes are accelerating</b></p>\n<p>NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p>\n<p>The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p>\n<p>While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p>\n<p>NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p>\n<p>The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p>\n<p>XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p>\n<p>XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p>\n<p><b>NIO FY 2021 delivery projections</b></p>\n<p>My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p>\n<p><b>NIO's sales growth is cheap</b></p>\n<p>EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p><b>Risks</b></p>\n<p>The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p>\n<p><b>Final thoughts</b></p>\n<p>NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</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>NIO May Grow Even Faster Than Expected</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\">\nNIO May Grow Even Faster Than Expected\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set...</p>\n\n<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181462018,"gmtCreate":1623407761834,"gmtModify":1704202764189,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181462018","repostId":"2142576270","repostType":4,"repost":{"id":"2142576270","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623405780,"share":"https://ttm.financial/m/news/2142576270?lang=&edition=fundamental","pubTime":"2021-06-11 18:03","market":"us","language":"en","title":"GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=2142576270","media":"Dow Jones","summary":"GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday","content":"<p>GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday</p>\n<p><img src=\"https://static.tigerbbs.com/53546fcaa785fc4ecf0e43558a49a80d\" tg-width=\"700\" tg-height=\"584\"></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>GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday</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\">\nGameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-11 18:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday</p>\n<p><img src=\"https://static.tigerbbs.com/53546fcaa785fc4ecf0e43558a49a80d\" tg-width=\"700\" tg-height=\"584\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142576270","content_text":"GameStop stock bouncing 7.33% premarket, after tumbling 27.2% on Thursday","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144028123,"gmtCreate":1626255153662,"gmtModify":1703756430554,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Go airbnb","listText":"Go airbnb","text":"Go airbnb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144028123","repostId":"2151059033","repostType":4,"repost":{"id":"2151059033","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626252240,"share":"https://ttm.financial/m/news/2151059033?lang=&edition=fundamental","pubTime":"2021-07-14 16:44","market":"hk","language":"en","title":"Inflation data says hotel prices are skyrocketing, but the reality is not that simple","url":"https://stock-news.laohu8.com/highlight/detail?id=2151059033","media":"Dow Jones","summary":"'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,","content":"<p>'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery, said Jordan Staab, CEO of SmarterTravel</p>\n<p>Hotel costs appear to be soaring, but travel experts warn that looks may be deceiving.</p>\n<p>The cost of lodging away from home, including hotel and motel rooms, increased nearly 8% between May and June, according to the latest edition of the consumer price index released this week by the Bureau of Labor Statistics. On an annual, unadjusted basis, hotel rooms rose almost 17%.</p>\n<p>Those figures could be somewhat misleading, given that a year ago travel had all but drawn to a halt as a result of the COVID-19 pandemic. Comparing the June 2021 CPI figures with June 2019 -- arguably, a fairer comparison -- shows that hotel prices are roughly flat compared to where they were pre-pandemic.</p>\n<p>As such, the CPI data didn't spur hotel stocks much higher. Shares of major hotel operators including Marriott <a href=\"https://laohu8.com/S/MAR.AU\">$(MAR.AU)$</a>, Hilton <a href=\"https://laohu8.com/S/HLT\">$(HLT)$</a>, Hyatt <a href=\"https://laohu8.com/S/H\">$(H)$</a>and InterContinental Hotels Group (IHG.LN) dropped by around 2% as of Tuesday's close, though all are up significantly year-to-date.</p>\n<p>Other metrics show a similar trend, said Seth Borko, a senior research analyst with travel industry outlet Skift. The hotel industry focuses on average daily rates, or ADRs, as a metric to gauge where pricing is moving across the sector.</p>\n<p>As of May, the average daily rate across the U.S. hotel industry was $117.69, which was actually nearly 11% lower than May 2019 levels, according to data from hotel industry market data firm STR <a href=\"https://laohu8.com/S/CSGP\">$(CSGP)$</a>.</p>\n<p>\"In past crises like in 2008, there was no pricing discipline -- everyone cut their rates just to drive volume,\" Borko said. \"This time, people have held on because they realized these crazy, extenuating circumstances will hopefully pass.\"</p>\n<p>Put another way: Hotel operators are maintaining their pricing, or even returning to 2019 levels, rather than offering discounts to drive traffic to their properties.</p>\n<p>Milwaukee vs. Miami</p>\n<p>Not all destinations have struggled to rebound from the pandemic. Data from travel-advertising technology company Koddi show that hotel demand has soared for a handful of destinations in particular, including resorts, beaches and other outdoor destinations. Anaheim, Calif., home to Disneyland, has seen the largest growth in demand year to date, with a 790% increase.</p>\n<p>This is less the case for smaller towns that don't typically cater to tourists or places where business travelers represent a significant share of the bookings in a typical year.</p>\n<p>\"If you go to a business hotel in Milwaukee, you should probably expect a discount,\" Borko said. \"And if you're going to a Florida beach, you should expect to actually pay a premium.\"</p>\n<p>That's good news, potentially, for families aiming to travel across the country just to visit relatives, but bad news for anyone hoping to relax on a long-awaited tropical getaway.</p>\n<p>A recent report from the American Hotel and Lodging Association (AHLA) found that 21 of the top 25 hotel markets in the country are still in a recession or depression with the revenue per room down by as much as 70% compared to 2019 levels.</p>\n<p>\"There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,\" said Jordan Staab, CEO of SmarterTravel.</p>\n<p>The four markets that were the exceptions in the AHLA report were Phoenix, Virginia Beach, Tampa and Miami. In Miami in particular, hotel prices are now vastly exceeding 2019 levels, with resorts earning 31% more per available room as of May compared with two years ago.</p>\n<p>The hotel industry faces capacity constraints</p>\n<p>One factor that explains why hotel costs may be hitting new peaks in markets like Miami is that the hotel industry is still working to resume normal operations.</p>\n<p>During the pandemic, many hotels opted to shut down wings of their properties and lay off staff to weather the downturn in travel. For instance, hotels have opted to continue cutting back on daily room cleanings even as the economy rebounds.</p>\n<p>Resuming operations at full capacity doesn't happen overnight, meaning that demand can easily overwhelm supply.</p>\n<p>\"Supply can be a lot more dynamic in the airline industry because if you have a really hot route, you can bring planes that were flying other routes over,\" Borko said. \"They can reshuffle their supply.\"</p>\n<p>\"But if all of a sudden demand for Miami is two times what it was a year ago?\" Borko said it's far more difficult to increase supply. Hence, the price spikes.</p>\n<p>That is where a company like Airbnb <a href=\"https://laohu8.com/S/ABNB\">$(ABNB)$</a> comes in. Vacation rentals can absorb some of that excess demand, especially if local residents choose to add their properties to the platform to make some extra cash.</p>\n<p>In turn, Airbnb and other property-rental platforms can work to offset some of the demand pressure that would normally drive hotel rates sky high.</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>Inflation data says hotel prices are skyrocketing, but the reality is not that simple</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\">\nInflation data says hotel prices are skyrocketing, but the reality is not that simple\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-14 16:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery, said Jordan Staab, CEO of SmarterTravel</p>\n<p>Hotel costs appear to be soaring, but travel experts warn that looks may be deceiving.</p>\n<p>The cost of lodging away from home, including hotel and motel rooms, increased nearly 8% between May and June, according to the latest edition of the consumer price index released this week by the Bureau of Labor Statistics. On an annual, unadjusted basis, hotel rooms rose almost 17%.</p>\n<p>Those figures could be somewhat misleading, given that a year ago travel had all but drawn to a halt as a result of the COVID-19 pandemic. Comparing the June 2021 CPI figures with June 2019 -- arguably, a fairer comparison -- shows that hotel prices are roughly flat compared to where they were pre-pandemic.</p>\n<p>As such, the CPI data didn't spur hotel stocks much higher. Shares of major hotel operators including Marriott <a href=\"https://laohu8.com/S/MAR.AU\">$(MAR.AU)$</a>, Hilton <a href=\"https://laohu8.com/S/HLT\">$(HLT)$</a>, Hyatt <a href=\"https://laohu8.com/S/H\">$(H)$</a>and InterContinental Hotels Group (IHG.LN) dropped by around 2% as of Tuesday's close, though all are up significantly year-to-date.</p>\n<p>Other metrics show a similar trend, said Seth Borko, a senior research analyst with travel industry outlet Skift. The hotel industry focuses on average daily rates, or ADRs, as a metric to gauge where pricing is moving across the sector.</p>\n<p>As of May, the average daily rate across the U.S. hotel industry was $117.69, which was actually nearly 11% lower than May 2019 levels, according to data from hotel industry market data firm STR <a href=\"https://laohu8.com/S/CSGP\">$(CSGP)$</a>.</p>\n<p>\"In past crises like in 2008, there was no pricing discipline -- everyone cut their rates just to drive volume,\" Borko said. \"This time, people have held on because they realized these crazy, extenuating circumstances will hopefully pass.\"</p>\n<p>Put another way: Hotel operators are maintaining their pricing, or even returning to 2019 levels, rather than offering discounts to drive traffic to their properties.</p>\n<p>Milwaukee vs. Miami</p>\n<p>Not all destinations have struggled to rebound from the pandemic. Data from travel-advertising technology company Koddi show that hotel demand has soared for a handful of destinations in particular, including resorts, beaches and other outdoor destinations. Anaheim, Calif., home to Disneyland, has seen the largest growth in demand year to date, with a 790% increase.</p>\n<p>This is less the case for smaller towns that don't typically cater to tourists or places where business travelers represent a significant share of the bookings in a typical year.</p>\n<p>\"If you go to a business hotel in Milwaukee, you should probably expect a discount,\" Borko said. \"And if you're going to a Florida beach, you should expect to actually pay a premium.\"</p>\n<p>That's good news, potentially, for families aiming to travel across the country just to visit relatives, but bad news for anyone hoping to relax on a long-awaited tropical getaway.</p>\n<p>A recent report from the American Hotel and Lodging Association (AHLA) found that 21 of the top 25 hotel markets in the country are still in a recession or depression with the revenue per room down by as much as 70% compared to 2019 levels.</p>\n<p>\"There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,\" said Jordan Staab, CEO of SmarterTravel.</p>\n<p>The four markets that were the exceptions in the AHLA report were Phoenix, Virginia Beach, Tampa and Miami. In Miami in particular, hotel prices are now vastly exceeding 2019 levels, with resorts earning 31% more per available room as of May compared with two years ago.</p>\n<p>The hotel industry faces capacity constraints</p>\n<p>One factor that explains why hotel costs may be hitting new peaks in markets like Miami is that the hotel industry is still working to resume normal operations.</p>\n<p>During the pandemic, many hotels opted to shut down wings of their properties and lay off staff to weather the downturn in travel. For instance, hotels have opted to continue cutting back on daily room cleanings even as the economy rebounds.</p>\n<p>Resuming operations at full capacity doesn't happen overnight, meaning that demand can easily overwhelm supply.</p>\n<p>\"Supply can be a lot more dynamic in the airline industry because if you have a really hot route, you can bring planes that were flying other routes over,\" Borko said. \"They can reshuffle their supply.\"</p>\n<p>\"But if all of a sudden demand for Miami is two times what it was a year ago?\" Borko said it's far more difficult to increase supply. Hence, the price spikes.</p>\n<p>That is where a company like Airbnb <a href=\"https://laohu8.com/S/ABNB\">$(ABNB)$</a> comes in. Vacation rentals can absorb some of that excess demand, especially if local residents choose to add their properties to the platform to make some extra cash.</p>\n<p>In turn, Airbnb and other property-rental platforms can work to offset some of the demand pressure that would normally drive hotel rates sky high.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151059033","content_text":"'There are still some deals to be found in cities, which haven't seen as much of a tourism recovery, said Jordan Staab, CEO of SmarterTravel\nHotel costs appear to be soaring, but travel experts warn that looks may be deceiving.\nThe cost of lodging away from home, including hotel and motel rooms, increased nearly 8% between May and June, according to the latest edition of the consumer price index released this week by the Bureau of Labor Statistics. On an annual, unadjusted basis, hotel rooms rose almost 17%.\nThose figures could be somewhat misleading, given that a year ago travel had all but drawn to a halt as a result of the COVID-19 pandemic. Comparing the June 2021 CPI figures with June 2019 -- arguably, a fairer comparison -- shows that hotel prices are roughly flat compared to where they were pre-pandemic.\nAs such, the CPI data didn't spur hotel stocks much higher. Shares of major hotel operators including Marriott $(MAR.AU)$, Hilton $(HLT)$, Hyatt $(H)$and InterContinental Hotels Group (IHG.LN) dropped by around 2% as of Tuesday's close, though all are up significantly year-to-date.\nOther metrics show a similar trend, said Seth Borko, a senior research analyst with travel industry outlet Skift. The hotel industry focuses on average daily rates, or ADRs, as a metric to gauge where pricing is moving across the sector.\nAs of May, the average daily rate across the U.S. hotel industry was $117.69, which was actually nearly 11% lower than May 2019 levels, according to data from hotel industry market data firm STR $(CSGP)$.\n\"In past crises like in 2008, there was no pricing discipline -- everyone cut their rates just to drive volume,\" Borko said. \"This time, people have held on because they realized these crazy, extenuating circumstances will hopefully pass.\"\nPut another way: Hotel operators are maintaining their pricing, or even returning to 2019 levels, rather than offering discounts to drive traffic to their properties.\nMilwaukee vs. Miami\nNot all destinations have struggled to rebound from the pandemic. Data from travel-advertising technology company Koddi show that hotel demand has soared for a handful of destinations in particular, including resorts, beaches and other outdoor destinations. Anaheim, Calif., home to Disneyland, has seen the largest growth in demand year to date, with a 790% increase.\nThis is less the case for smaller towns that don't typically cater to tourists or places where business travelers represent a significant share of the bookings in a typical year.\n\"If you go to a business hotel in Milwaukee, you should probably expect a discount,\" Borko said. \"And if you're going to a Florida beach, you should expect to actually pay a premium.\"\nThat's good news, potentially, for families aiming to travel across the country just to visit relatives, but bad news for anyone hoping to relax on a long-awaited tropical getaway.\nA recent report from the American Hotel and Lodging Association (AHLA) found that 21 of the top 25 hotel markets in the country are still in a recession or depression with the revenue per room down by as much as 70% compared to 2019 levels.\n\"There are still some deals to be found in cities, which haven't seen as much of a tourism recovery,\" said Jordan Staab, CEO of SmarterTravel.\nThe four markets that were the exceptions in the AHLA report were Phoenix, Virginia Beach, Tampa and Miami. In Miami in particular, hotel prices are now vastly exceeding 2019 levels, with resorts earning 31% more per available room as of May compared with two years ago.\nThe hotel industry faces capacity constraints\nOne factor that explains why hotel costs may be hitting new peaks in markets like Miami is that the hotel industry is still working to resume normal operations.\nDuring the pandemic, many hotels opted to shut down wings of their properties and lay off staff to weather the downturn in travel. For instance, hotels have opted to continue cutting back on daily room cleanings even as the economy rebounds.\nResuming operations at full capacity doesn't happen overnight, meaning that demand can easily overwhelm supply.\n\"Supply can be a lot more dynamic in the airline industry because if you have a really hot route, you can bring planes that were flying other routes over,\" Borko said. \"They can reshuffle their supply.\"\n\"But if all of a sudden demand for Miami is two times what it was a year ago?\" Borko said it's far more difficult to increase supply. Hence, the price spikes.\nThat is where a company like Airbnb $(ABNB)$ comes in. Vacation rentals can absorb some of that excess demand, especially if local residents choose to add their properties to the platform to make some extra cash.\nIn turn, Airbnb and other property-rental platforms can work to offset some of the demand pressure that would normally drive hotel rates sky high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161785543,"gmtCreate":1623940758982,"gmtModify":1703824151303,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Oh wow, very interesting&nbsp;","listText":"Oh wow, very interesting&nbsp;","text":"Oh wow, very interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161785543","repostId":"1162782159","repostType":4,"repost":{"id":"1162782159","pubTimestamp":1623938788,"share":"https://ttm.financial/m/news/1162782159?lang=&edition=fundamental","pubTime":"2021-06-17 22:06","market":"us","language":"en","title":"Investor Who Gained 20,000% on Alibaba Bets on Smart Cities","url":"https://stock-news.laohu8.com/highlight/detail?id=1162782159","media":"bloomberg","summary":"In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which revolutionized online shopping in China and debuted 15 years later with the world’s largest initial public offering, yielding a 200-fold return for Tam and his partners.Now, his Beijing-based Venturous Group has raised $131 million from financial institutions including Fidelity as well as billionaire famili","content":"<p>In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which revolutionized online shopping in China and debuted 15 years later with the world’s largest initial public offering, yielding a 200-fold return for Tam and his partners.</p>\n<p>In contrast with his decisive bet into Alibaba, Tam has spent the better part of the past decade studying and planning for what he believes will be the transformative trend of the new century. Now, his Venturous Group is preparing to step into the limelight, raising $131 million to help bankroll China’s so-called New Infrastructure plan: amulti-trillion-dollar vision to lay the foundation for the country’s future by building everything from intelligent cities to sprawling ultra-fast networks. It’s a vastly longer-term bet than the rocket ship that was Alibaba, but Tam believes the payoff could be similar in magnitude if he plays his cards right.</p>\n<p>“Think before you act, aim before you shoot,” said the methodical 57-year-old, adding that he read 400 books and tested the waters with several personal investments in the seven years before launching his new venture.</p>\n<p>Tam’s Venturous is the product of a three-decade career during which the veteran has backed other early internet giants and helped pioneer venture investing and private equity across the world’s No. 2 economy. His journey into finance began in 1989 as an investment banker at S.G. Warburg in London. The Asia IPO boom two years later brought Tam back to his hometown of Hong Kong, where he shepherded companies going public for East Asia Warburg, followed by stints working on private equity at Hellman &amp; Friedman Asia and Electra Partners Asia.</p>\n<p>The successful bet on Alibaba, made jointly with Fidelity Investments, led him to co-found Fidelity Growth Partners Asia in 2002, where he played a key role in growing assets 200-fold to $4 billion in just a decade. Tam’s signature investments also includeAsiaInfo Holdings, which built China’s first national broadband network and became one of the first Chinese tech listings on the Nasdaq.</p>\n<p>Tam’s early experience taught him the value of personal relationships and the Hong Kong native moved to Beijing in 2002 to befriend mainland entrepreneurs. One of his key goals in his early days as a venture capitalist was to be invited by startup founders and fellow investors to weekend parties. Even today, Tam still attends team-building activities at his investee firms. “Capital is not all about money. It’s not all about numbers. It’s ultimately about people,” Tam said.</p>\n<p>Now, his Beijing-based Venturous Group has raised $131 million from financial institutions including Fidelity as well as billionaire families in its Series A round. He’s seeking another $100 million by the end of this year to digitalize buildings, transportation and other urban facilities in China, an initiative backed by President Xi Jinping himself.</p>\n<p>Under Beijing’s infrastructure masterplan, China will invest an estimated$1.4 trillionover six years to 2025 to lay fifth generation wireless networks, install cameras and sensors, and deploy artificial intelligence technology that will enable cutting-edge solutions such as autonomous driving and internet-connected smart homes.</p>\n<p>Savio Kwan, the first chief operating officer at Alibaba, says Tam is uniquely positioned to lead China’s next tech boom. “It looks as if it is lucky to be there early. But it is not,” said Kwan, who invested $10 million into Venturous. “To be early means you’re well prepared and you’re learning from your past experience.”</p>\n<p>It was precisely a missed opportunity that transformed Tam into a better investor, according to Kwan. In 2002, when Alibaba was trying to raise a third round of $5 million, many existing backers -- Fidelity included -- took a wait-and-see approach. Kwan and several others like co-founders Jack Ma and Tsai ended up putting in $1 million of their own money to close the round, an investment that ended up generating a 40-fold return in the following two years. “That must have affected Benson in a sense that he wants to go for the long term,” Kwan says.</p>\n<p>Liu Tianwen, the founder and chief executive officer ofiSoftStone Information Technology (Group) Co., is among entrepreneurs who have benefited from Tam’s patience and unwillingness to write off troubled startups. When the software firm struggled to raise capital during the 2008 financial crisis, Tam not only doubled down on Fidelity’s investment but also helped bring in more investors. Since then, sales of Beijing-based iSoftStone have climbed to nearly 13 billion yuan ($2 billion) in 2020 and the company is set to float on China’s Nasdaq-style ChiNext board this year.</p>\n<p>“Some investors eye an immediate return, but Benson has a vision for the long run,” Liu said. It was Liu’s business that crystallized Tam’s decision to bet big on smart cities, after local mayors started flocking to iSoftStone’s headquarters for help to digitalize local services and infrastructure in 2017.</p>\n<p>“That was the aha moment,” Tam said. “We realized that something had tipped over with respect to smart city tech.”</p>\n<p>Venturous Group makes concentrated bets -- pouring nearly all the capital it’s raised so far into seven startups includingiSSTech, an iSoftStone spinoff that provides big data and cloud computing services to urban planners. It has also invested inZhuyou Hotel Group, a Chinese hotel chain dedicated to serving tech-savvy millennials.</p>\n<p>Tam sees investing as only a starting point to capture the smart city market and his ambitions extend to creating a vast ecosystem around his portfolio firms -- a move straight from the playbook of tech giants like Alibaba. Venturous Group is in advanced discussions with a British engineering conglomerate to form a joint venture in China, which will equip buildings with smart sensors and other advanced technologies, Tam said, declining to provide details.</p>\n<p>“One thing he appreciates is longevity in the value he brings,” Kwan said. “This manifests itself in his interest in wine. If you pick the right kind of Château, then you pick the grape, the land, and the wine maker. In the long term, you will see the increase in value.”</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investor Who Gained 20,000% on Alibaba Bets on Smart Cities</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\">\nInvestor Who Gained 20,000% on Alibaba Bets on Smart Cities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-16/investor-who-gained-200-000-on-alibaba-bets-big-on-smart-cities><strong>bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-16/investor-who-gained-200-000-on-alibaba-bets-big-on-smart-cities\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-06-16/investor-who-gained-200-000-on-alibaba-bets-big-on-smart-cities","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162782159","content_text":"In 1999, Benson Tam decided to help out his buddy Joe Tsai and orchestrated a $500,000 investment for his then-untested startup. That company turned out to beAlibaba Group Holding Ltd., which revolutionized online shopping in China and debuted 15 years later with the world’s largest initial public offering, yielding a 200-fold return for Tam and his partners.\nIn contrast with his decisive bet into Alibaba, Tam has spent the better part of the past decade studying and planning for what he believes will be the transformative trend of the new century. Now, his Venturous Group is preparing to step into the limelight, raising $131 million to help bankroll China’s so-called New Infrastructure plan: amulti-trillion-dollar vision to lay the foundation for the country’s future by building everything from intelligent cities to sprawling ultra-fast networks. It’s a vastly longer-term bet than the rocket ship that was Alibaba, but Tam believes the payoff could be similar in magnitude if he plays his cards right.\n“Think before you act, aim before you shoot,” said the methodical 57-year-old, adding that he read 400 books and tested the waters with several personal investments in the seven years before launching his new venture.\nTam’s Venturous is the product of a three-decade career during which the veteran has backed other early internet giants and helped pioneer venture investing and private equity across the world’s No. 2 economy. His journey into finance began in 1989 as an investment banker at S.G. Warburg in London. The Asia IPO boom two years later brought Tam back to his hometown of Hong Kong, where he shepherded companies going public for East Asia Warburg, followed by stints working on private equity at Hellman & Friedman Asia and Electra Partners Asia.\nThe successful bet on Alibaba, made jointly with Fidelity Investments, led him to co-found Fidelity Growth Partners Asia in 2002, where he played a key role in growing assets 200-fold to $4 billion in just a decade. Tam’s signature investments also includeAsiaInfo Holdings, which built China’s first national broadband network and became one of the first Chinese tech listings on the Nasdaq.\nTam’s early experience taught him the value of personal relationships and the Hong Kong native moved to Beijing in 2002 to befriend mainland entrepreneurs. One of his key goals in his early days as a venture capitalist was to be invited by startup founders and fellow investors to weekend parties. Even today, Tam still attends team-building activities at his investee firms. “Capital is not all about money. It’s not all about numbers. It’s ultimately about people,” Tam said.\nNow, his Beijing-based Venturous Group has raised $131 million from financial institutions including Fidelity as well as billionaire families in its Series A round. He’s seeking another $100 million by the end of this year to digitalize buildings, transportation and other urban facilities in China, an initiative backed by President Xi Jinping himself.\nUnder Beijing’s infrastructure masterplan, China will invest an estimated$1.4 trillionover six years to 2025 to lay fifth generation wireless networks, install cameras and sensors, and deploy artificial intelligence technology that will enable cutting-edge solutions such as autonomous driving and internet-connected smart homes.\nSavio Kwan, the first chief operating officer at Alibaba, says Tam is uniquely positioned to lead China’s next tech boom. “It looks as if it is lucky to be there early. But it is not,” said Kwan, who invested $10 million into Venturous. “To be early means you’re well prepared and you’re learning from your past experience.”\nIt was precisely a missed opportunity that transformed Tam into a better investor, according to Kwan. In 2002, when Alibaba was trying to raise a third round of $5 million, many existing backers -- Fidelity included -- took a wait-and-see approach. Kwan and several others like co-founders Jack Ma and Tsai ended up putting in $1 million of their own money to close the round, an investment that ended up generating a 40-fold return in the following two years. “That must have affected Benson in a sense that he wants to go for the long term,” Kwan says.\nLiu Tianwen, the founder and chief executive officer ofiSoftStone Information Technology (Group) Co., is among entrepreneurs who have benefited from Tam’s patience and unwillingness to write off troubled startups. When the software firm struggled to raise capital during the 2008 financial crisis, Tam not only doubled down on Fidelity’s investment but also helped bring in more investors. Since then, sales of Beijing-based iSoftStone have climbed to nearly 13 billion yuan ($2 billion) in 2020 and the company is set to float on China’s Nasdaq-style ChiNext board this year.\n“Some investors eye an immediate return, but Benson has a vision for the long run,” Liu said. It was Liu’s business that crystallized Tam’s decision to bet big on smart cities, after local mayors started flocking to iSoftStone’s headquarters for help to digitalize local services and infrastructure in 2017.\n“That was the aha moment,” Tam said. “We realized that something had tipped over with respect to smart city tech.”\nVenturous Group makes concentrated bets -- pouring nearly all the capital it’s raised so far into seven startups includingiSSTech, an iSoftStone spinoff that provides big data and cloud computing services to urban planners. It has also invested inZhuyou Hotel Group, a Chinese hotel chain dedicated to serving tech-savvy millennials.\nTam sees investing as only a starting point to capture the smart city market and his ambitions extend to creating a vast ecosystem around his portfolio firms -- a move straight from the playbook of tech giants like Alibaba. Venturous Group is in advanced discussions with a British engineering conglomerate to form a joint venture in China, which will equip buildings with smart sensors and other advanced technologies, Tam said, declining to provide details.\n“One thing he appreciates is longevity in the value he brings,” Kwan said. “This manifests itself in his interest in wine. If you pick the right kind of Château, then you pick the grape, the land, and the wine maker. In the long term, you will see the increase in value.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116582927,"gmtCreate":1622812150169,"gmtModify":1704191634807,"author":{"id":"3578738582837184","authorId":"3578738582837184","name":"心投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3578738582837184","idStr":"3578738582837184"},"themes":[],"htmlText":"Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%","listText":"Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%","text":"Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/116582927","repostId":"1122373606","repostType":4,"repost":{"id":"1122373606","pubTimestamp":1622793373,"share":"https://ttm.financial/m/news/1122373606?lang=&edition=fundamental","pubTime":"2021-06-04 15:56","market":"us","language":"en","title":"Where Will Apple Stock Be In 10 Years? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1122373606","media":"seekingalpha","summary":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has been a great investment over the last decade, but the next decade may look quite different.</li>\n <li>Apple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.</li>\n <li>Shares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f2ea192ed76d9772c2c6a820098faf5\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Photo by Paopano/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Apple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.</p>\n<p><b>Apple Stock Price</b></p>\n<p>Over the last decade, Apple Inc. has been a great investment:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d29aa34bdbc5bab7d0730a4095954e6\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Shares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.</p>\n<p><b>Where Will Apple Stock Be In 10 Years</b></p>\n<p>Apple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.</p>\n<p>To craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.</p>\n<p><b>Apple's business growth</b></p>\n<p>Apple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5b8bd8ef6cdaa13850c1380e870554c\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>Overall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.</p>\n<p>On the back of price increases for its products and the potential for market share gains in&nbsp;high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.</p>\n<p><b>Apple's shareholder returns</b></p>\n<p>Apple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.</p>\n<p>This is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.</p>\n<p><b>Apple's future valuation</b></p>\n<p>AAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be5cb8bbc04ff0e0a13ee64f6f2bd90a\" tg-width=\"635\" tg-height=\"470\"><span>Data by YCharts</span></p>\n<p>Shares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.</p>\n<p><b>Is AAPL A Buy Or Sell Now</b></p>\n<p>Starting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.</p>\n<p>AAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.</p>\n<p>Summing it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.</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>Where Will Apple Stock Be In 10 Years? What To Consider</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\">\nWhere Will Apple Stock Be In 10 Years? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 15:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4432703-apple-stock-in-10-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4432703-apple-stock-in-10-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4432703-apple-stock-in-10-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122373606","content_text":"Summary\n\nApple has been a great investment over the last decade, but the next decade may look quite different.\nApple has seen its growth slow down over the last decade, and it will likely not be a growth monster in the coming years, either.\nShares have ample long-term upside, but investors should consider the current valuation before jumping to decisions.\n\nPhoto by Paopano/iStock Editorial via Getty Images\nArticle Thesis\nApple (AAPL) has been one of the best investments one could have made over the last decade. Over the next decade, its growth may not be the same, however. Yet, thanks to massive shareholder return programs and a move towards services, Apple's stock will likely still be significantly higher a decade from now - even though the current valuation is rather high.\nApple Stock Price\nOver the last decade, Apple Inc. has been a great investment:\nData by YCharts\nShares have returned 900% in those ten years, before dividends, for a compounded annual return of approximately 26%, easily trouncing the returns of the broad market during that time frame. Importantly, shares have risen a lot more than the company's market capitalization, which grew by only 550% over the last decade. The difference can be explained by the company's large share repurchase programs, which have lowered the share count drastically over the last decade. The last decade, of course, was a highly successful period for Apple on a business basis, as the company benefited from the rise of smartphones while also having success with new products such as its Watch and tablets, which Apple more or less introduced as a new product category. Right now, shares trade for $125, up 57% over the last twelve months, but down 6% in 2021 to date. Following strong gains during 2020, shares seem to be in a consolidation pattern for now, which is not too much of a surprise, as Apple's valuation had expanded a lot in the recent past, and it seems that the company's business growth has to catch up to the recent share price increases now. The current consensus price target is $156, which implies an upside potential of 25%. Since there are no signs of shares leaving their current trading range right now, I personally do not think that Apple will breach $150 in the near term.\nWhere Will Apple Stock Be In 10 Years\nApple's stock price in 2031 is, of course, nothing that can be forecasted with any precision. As history has shown, again and again, it is not even possible to forecast share prices precisely over a much shorter period of time. It is, however, possible to craft scenarios to see where share prices could be in the future under certain conditions, to get a feel for what might be a reasonable expectation for the future.\nTo craft one such scenario, we have to consider Apple's business growth, Apple's shareholder return program, and the valuation multiple that shares might trade at in the future.\nApple's business growth\nApple Inc. has seen years of stronger growth and years of weaker growth in the past. This mostly can be explained by factors such as new product introductions, e.g. Watch or iPad, and by the strength of the respective current iPhone models, which see varying demand depending on the year. Other factors, such as economic growth or trade issues, play a role as well.\nData by YCharts\nOverall, revenues have grown by 154% over the last decade, but as we see in the above chart, revenue growth has been relatively uneven. During the early 2010s, Apple generated massive growth on the back of the iPhones \"road to victory\", whereas revenue growth declined to a much slower pace in the following years. There were even some years during which revenues declined on a year-over-year basis, such as 2016. The average annual revenue growth pace was 10% over the last decade, but when we factor in that this was lifted up by the very strong growth in 2011 and 2012, it may not be too reasonable to assume that Apple will grow by 10% a year in the future, too. Investors should also consider that maintaining a high growth rate becomes ever more difficult the larger a company gets. This does, however, not mean that Apple's revenue growth will slow down to zero.\nOn the back of price increases for its products and the potential for market share gains in high-growth countries such as China, where more and more people will be able to buy Apple's higher-priced products, it seems reasonable to assume that Apple will generate at least some growth from its core businesses. Add in growth in the services segment - people use their phones more and more, which should lead to higher app spending - and consider the potential for new product launches (although I assume none will be as massive as the iPhone), and Apple should be able to grow its business at a solid pace. I personally assume that a 5%-7% revenue growth rate could be a realistic estimate for the coming years, although some readers will of course have different opinions.\nApple's shareholder returns\nApple has lowered its share count massively in the past, as shown above, and it is, I believe, reasonable to assume that the same will happen going forward. Over the last decade, Apple bought back 36% of its shares. If the same were to happen over the next decade, each remaining share's portion of the company's value would rise by 56%, or 4.6% annualized. Due to the fact that Apple's current valuation is significantly higher than its historic valuation, buybacks could be less impactful in the future, though. Apple has, for example, only reduced its share count by 2.6% over the last year.\nThis is why I believe that the share count will not decline by another 36% over the coming decade. When we adjust that downward to 25%, this would result in a ~3% annual tailwind for Apple's growth when we look at per-share metrics, which are the deciding factor for Apple's share price growth. Combined with my 5%-7% business growth estimate, I thus assume that Apple will grow by 8%-10% on a per-share basis in the long term.\nApple's future valuation\nAAPL has been valued in a very wide range in the past, seeing its shares trade for very low multiples at some points, whereas investors were willing to pay significantly more at other times:\nData by YCharts\nShares could, five years ago, be bought for a very low 10x net earnings, which naturally was a great time to enter or expand positions. In late 2020, however, shares were trading for as much as 40x the company's net earnings, which seems like a quite high valuation. Right now, AAPL trades at 28x trailing earnings, and at around 24x forward profits. In the above chart, we also see the median earnings multiples over the last 3, 5, 7, and 10 years. It is pretty clear that Apple's valuation has expanded over the years, which is why the median values are higher for the shorter \"lookback\" periods. I do not believe that AAPL will trade at the 15.5x net earnings that it has traded at, on average, over the last decade, as this seems like a rather low valuation for a quality company like Apple with a strong brand, massive scale, great margins, and a fortress balance sheet. On the other hand, I also don't believe that Apple will trade at a 24-28x earnings multiple forever - for a company that generates solid but unspectacular business growth in the mid-single-digits, that seems quite expensive. This is especially true when we consider that interest rates will likely be higher a decade from now, which should pressure valuations for all equities, all else equal. I thus believe that a valuation of around 20x net earnings could be a reasonable estimate for 2031, which would be more or less in line with the 3-year median earnings multiple.\nIs AAPL A Buy Or Sell Now\nStarting our calculation with an EPS estimate of $5.15 for 2021 and assuming that this will grow by 7%-10% a year through 2031, we reach an EPS range of $10.10 to $13.40. Putting a 20x earnings multiple on that leads to a target price of around $200-$270/share. At the midpoint of around $235, shares would thus see gains of around 90% from the current level, or around 6.5% annualized. That surely is not a bad return, and when we add in the dividend, we would get to an annualized return of roughly 7%. This is, on the other hand, also not an outrageously great return, I believe.\nAAPL has, I believe, significant upside potential over the next decade, but that should not be a large surprise - many companies will see significant growth over a time span this long. I personally am not too excited about a 7% expected long-term return. When we consider that shares do have considerable downside risk in the next 1-3 years if Apple's valuation declines, e.g. due to rising interest rates, it may be a better choice to stay on the sidelines for now. Long-term investors will likely not do badly when they buy shares at current levels, but they will likely also not do great. For now, I'd rate Apple a hold, and a potential buy if its valuation comes closer to the longer-term average. Those that are more optimistic about new product launches may disagree and favor buying here, but it could turn out that waiting for a better opportunity is the best choice here.\nSumming it up, I'd say shares do have significant upside potential over the next decade, but the upside potential is not large enough to make me buy shares at current, elevated, valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}