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MartinOng

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2023-05-23

$Paysafe Ltd(PSFE)$ When will it back to the past!?

04-18

$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.

2023-11-17

Good to buy

Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff

01-08

China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.

Best Stock to Buy: Apple vs. Alibaba

2023-11-17

$Alibaba(BABA)$ it does not. They sold at 87

2023-11-18

$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.

2022-02-04

$Alibaba(BABA)$alibaba tell us that the earning report is super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares

2022-07-27

[Strong]

After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More

2022-01-05

Charlie asked Jack on Baba. Jack asked Charlie, Baba Q4 profit is > 24% how do you think?

Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4

2023-05-23

$First Republic Bank(FRCB)$ P/B=0.35 when they stop trading.

2022-07-29

$Alibaba(BABA)$Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1) Shake a massive sell for accumulation or (2) Baba will totally trash after report?

2022-07-27

Great

Boeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year

2023-06-19

Intel standstills for a long now

Intel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says

2021-07-22

Really good news for some and bad for others. Enjoy trading!

U.S. weekly jobless claims total 419,000 vs. 350,000 estimate

08-29

$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.

2022-10-27

Time to buy for long investment, 6-12 months Withx2 x3 revenue

Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech

2022-08-10

Good time to buy a good stock when sofbank has to release it

SoftBank Expects $34 Billion Gain From Selling Alibaba Shares

2022-05-09

Time to buy

Sorry, the original content has been removed

2022-02-21

$Alibaba(09988)$US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future. Good luck to all.

11-16

$Alibaba(BABA)$ Question, why Baba always reports in the bear market? Even the report is good but in a bear market it wont be bull but bear.

Go to Tiger App to see more news

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Hope it is right","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a>&nbsp; Hope it is right","text":"$BABA-W(09988)$ Hope it is right","images":[{"img":"https://community-static.tradeup.com/news/6ead6ef1b3994ec725880b55cfb0ad19","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373739641639120","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":372127490216264,"gmtCreate":1731891157761,"gmtModify":1731891161764,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"I dont think so.&nbsp;","listText":"I dont think so.&nbsp;","text":"I dont think so.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372127490216264","repostId":"1185716016","repostType":2,"repost":{"id":"1185716016","kind":"news","pubTimestamp":1731885998,"share":"https://ttm.financial/m/news/1185716016?lang=&edition=fundamental","pubTime":"2024-11-18 07:26","market":"us","language":"en","title":"Grab: A Waking Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=1185716016","media":"Seeking Alpha","summary":"SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive","content":"<html><head></head><body><h2 id=\"id_1803125770\">Summary</h2><ul style=\"\"><li><p>Grab recently posted a double-beat on Q3 earnings, sending shares 11% higher.</p></li><li><p>Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive net income.</p></li><li><p>Its transition from a cash-burning business to a profitable cash flow machine will be a key driver of share price appreciation.</p></li><li><p>At $3, Grab was a sleeping giant. Today, Grab has finally woken up from its 2-year hibernation.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7a68720e63cafa8c0af01fdc0e9bcc09\" alt=\"Ordering food online from home on mobile device app concept\" title=\"Ordering food online from home on mobile device app concept\" tg-width=\"750\" tg-height=\"500\"/><span>Ordering food online from home on mobile device app concept</span></p><h2 id=\"id_1675437649\">Introduction</h2><p>Earlier in March this year, I released my deep dive article on Grab (NASDAQ:GRAB), highlighting that Grab stock is significantly undervalued, and it&#39;s only a matter of time before the stock takes off:</p><blockquote><p></p><p>Despite being a fundamentally stronger company today than it has ever been, Grab stock is still down 80%+ from its all-time highs. Moreover, Grab stock has been trading sideways for almost two years — it&#39;s essentially in hibernation.</p><p>With business momentum back in full force and with fundamentals improving with each passing quarter, it won&#39;t be long before the sleeping giant awakens.</p><p>(Riyado Sofian — Grab: A Sleeping Giant)</p></blockquote><p>Since that article, Grab stock has surged more than 50%, catalyzed by its recent Q3 results, which saw the stock flying 11% the following day.</p><p>But despite the recent rally, I believe Grab stock has plenty of upside ahead.</p><p>Fundamentals are improving, the outlook looks bright, and sentiment is shifting.</p><p>At $3 a share, Grab was a sleeping giant. Today, it has just woken up from its hibernation. Grab stock is just getting started.</p><h2 id=\"id_1358488240\">Growth: Durable Ecosystem Expansion</h2><p>For one, Grab&#39;s ecosystem continues to expand and expand.</p><p>In Q3, MTU was a record 41.9M, up 16% YoY. On-Demand MTU grew 19% YoY to 37.7M, with Deliveries MTU up 15% YoY and Mobility MTU up 23% YoY in the quarter.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/535dbd869ee057ae498843432bb6f82a\" alt=\"GRAB MTU\" title=\"GRAB MTU\" tg-width=\"640\" tg-height=\"268\"/><span>GRAB MTU</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>MTU growth is a leading indicator of future Revenue growth, and considering that Grab&#39;s current MTU is &#34;only about 5% of the Southeast Asia population&#34;, there&#39;s still plenty of upside in terms of user growth.</p><p>Interestingly, Annual Transacting Users make up about 15% of the population, so Grab already has a lot of people using the platform — the company just needs to increase engagement and order &#34;frequency&#34; to turn them into repeat customers, which should amplify Revenue growth.</p><blockquote><p></p><p>And I think the big upside for MTUs that we see is frequency because if you look at our annual transacting users. It&#39;s a very large multiple of both our monthly and our daily transacting users. So, a lot of our job is to, yes, bring new users in with affordability but then<strong> to ride up the frequency curve with them to bring them from annual into monthly, from monthly into daily</strong>. And so, there&#39;s tremendous upside for us.</p><p>(COO Alex Hungate — Grab FY2024 Q3 Earnings Call)</p></blockquote><p>On-Demand GMV was $4.7B in Q3, up 15% YoY, driven by strong MTU growth as well as a 22% increase in On-Demand transactions. On-Demand GMV per MTU remained relatively stable at $124.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7ccc120018c877cb903983d8a64537a6\" alt=\"GRAB On-Demand GMV\" title=\"GRAB On-Demand GMV\" tg-width=\"497\" tg-height=\"210\"/><span>GRAB On-Demand GMV</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>Breaking it down by segment, Deliveries GMV was nearly $3.0B, up 12% YoY with growth accelerating by 3pp QoQ, driven by higher transaction volumes and Deliveries MTUs.</p><p>Notably, Saver Deliveries — which offer a lower delivery fee in exchange for a longer delivery time — now account for 32% of Deliveries transactions, up from just 14% a year ago. As management pointed out, Saver has been a key driver of MTU growth and order frequency growth, with Saver users transacting nearly 2x higher than non-Saver users.</p><p>More importantly, Grab&#39;s push towards affordability through features like Saver has led to considerable cross-selling among its different Deliveries products. For instance, management is seeing a good portion of GrabFood users using GrabMart as well, causing GrabMart to grow 1.7x faster than GrabFood in Q3. In addition, users who use both GrabFood and GrabMart displayed higher loyalty, with 4.9x higher order frequency levels and 2.1x higher retention rates than GrabFood-only users.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0c6dad3b5fba7ab3c377d4febcf1bed5\" alt=\"GRAB Deliveries synergies\" title=\"GRAB Deliveries synergies\" tg-width=\"640\" tg-height=\"358\"/><span>GRAB Deliveries synergies</span></p><p style=\"text-align: left;\"><strong>Grab FY2024 Q3 Investor Presentation</strong></p><p></p><p>On the Mobility side, GMV grew 20% YoY to nearly $1.7B in Q3. This was driven by higher transaction volumes and Mobility MTUs. The Mobility segment saw strong adoption across its Affordable and High Value offerings.</p><p>Notably, its High Value Mobility product — which offers users greater convenience, comfort, and reliability — grew GMV by 30% YoY in Q3, mainly due to &#34;improved High Value supply levels&#34;. I believe targeting &#34;less price sensitive users&#34; will be a key driver of growth for the segment, as High Value Mobility rides generate 2.4x higher GMV per ride than standard rides. Moreover, management is confident that High Value driver supply growth and retention will be sustainable in the long term, as drivers can earn 3.3x higher earnings per ride than their standard counterparts.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5df40b2daaf652c034e791f836d444a1\" alt=\"Grab Mobility performance\" title=\"Grab Mobility performance\" tg-width=\"640\" tg-height=\"358\"/><span>Grab Mobility performance</span></p><p style=\"text-align: left;\"><strong>Grab FY2024 Q3 Investor Presentation</strong></p><p></p><p>That said, GMV and MTU growth was supported by a 21% YoY growth in Total Incentives, to $462M in Q3. Consumer Incentives, in particular, grew 27% YoY to $275M, which was one of the concerns addressed by analysts during the earnings call. Per management, the ramp in Consumer Incentives was used to support new product launches.</p><blockquote><p></p><p><strong>Changing consumer behavior does require incentives.</strong> And similarly, when we launch something like advanced booking to get consumers to use the app in a different way ahead of the time at which they want to make the ride, that also requires changing consumer behavior. <strong>So we will use incentives from time to time to generate the momentum behind these new ways of interacting with the app.</strong> But those will peak at different times and then also come off. So, those are not long-term.</p><p>(COO Alex Hungate — Grab FY2024 Q3 Earnings Call)</p></blockquote><p>On a positive note, Total Incentives as a % of GMV dropped 30bps QoQ to 9.9% in Q3. Besides, all this incentive spending will pay off in the long run as Grab continues to drive higher platform engagement and user growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3de7b3f60fdf726515fea662c22ceb42\" alt=\"Grab Incentives\" title=\"Grab Incentives\" tg-width=\"640\" tg-height=\"162\"/><span>Grab Incentives</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>And despite record Total Incentives, Grab delivered record Revenue of $716M, up 17% YoY and 8% QoQ. This beat analyst estimates by $16M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f07b6eb3d2be3ed42f7a086fb25670d\" alt=\"Grab Revenue\" title=\"Grab Revenue\" tg-width=\"640\" tg-height=\"264\"/><span>Grab Revenue</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>This was driven by record Revenue across each segment. Mobility Revenue came in at $271M, up 17% YoY.</p><p>Deliveries Revenue was $380M, up 13% YoY. Embedded within the Deliveries segment is Advertising Revenue, which was 1.6% of Deliveries GMV in Q3, up from 1.1% last year. By my calculation, that is about a 60% YoY growth, so the Advertising unit is gaining a lot of traction, which should contribute to high-margin Revenue growth in future quarters.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e84fd08ec19649015260af9c1d3ce36c\" alt=\"Grab Revenue by segment\" title=\"Grab Revenue by segment\" tg-width=\"457\" tg-height=\"210\"/><span>Grab Revenue by segment</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>I have talked extensively about the On-Demand segments, but let&#39;s switch gear for a moment.</p><p>Grab&#39;s third and smallest segment, the Financial Services segment, generated $64M of Revenue in Q3, up 34% YoY. In all honesty, I expected a higher growth rate, at least 40% or 50%. Nevertheless, growth is still robust at 34%, driven by GrabFin’s lending business, Grab&#39;s new Digital Banks, and the optimization of payment incentives.</p><ul style=\"\"><li><p><strong>Total Loans Disbursed</strong> was $567M, up 38% YoY.</p></li><li><p><strong>Total Loan Portfolio Outstanding</strong> was $498M, up 81% YoY. Grab maintains strong credit performance with 90-day non-performing loans ratio of about 2%.</p></li><li><p><strong>Digibank Deposits</strong> were $1.1B, up 202% YoY and 50% QoQ. GXBank (Malaysia) had 892K+ deposit customers as of Q3, up from 750K in Q2. GXS Bank (Singapore) had 100K+ deposit customers, up from 72K in Q2. Most notably, Superbank (Indonesia) surpassed 2M users in October, up 100%+ from August — cross-selling was strong as more than 1M users were existing Grab customers.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b54c1e719d404c6ad854b6f9e6340f25\" alt=\"Grab Financial Services\" title=\"Grab Financial Services\" tg-width=\"640\" tg-height=\"358\"/><span>Grab Financial Services</span></p><p style=\"text-align: left;\"><strong>Grab FY2024 Q3 Investor Presentation</strong></p><p></p><p>Of important note, the rapid growth of Grab&#39;s Digibank Deposits will enable Grab to fund its loans at a very low cost, as opposed to tapping the debt markets. As a matter of fact, Grab was &#34;able to bring in deposits much faster and with less cost than we had even planned&#34;, and with more loans, deposits, and customers in the ecosystem, Grab will &#34;continue this very positive data flywheel for lending&#34;, delivering robust Revenue growth in the process.</p><p>What&#39;s more, Grab&#39;s financial products are clearly resonating with its customers. As an example, FlexiLoan has an extremely high NPS of about 65, when most traditional banks &#34;are hovering at around zero&#34;. This kind of satisfaction gap should enable Grab to continue to take market share.</p><p>And given the underbanked and unbanked majority in Southeast Asia, digital financial services in Southeast Asia are set to explode in the next few years. This fintech opportunity should provide a major tailwind for Grab&#39;s Financial Services segment.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a54fa93e498b59e5ab2587c040fa3dc\" alt=\"Southeast Asia Financial Services Growth Outlook\" title=\"Southeast Asia Financial Services Growth Outlook\" tg-width=\"640\" tg-height=\"459\"/><span>Southeast Asia Financial Services Growth Outlook</span></p><p style=\"text-align: left;\"><strong>e-Conomy SEA 2024 Report</strong></p><p></p><p>Regardless, management is seeing strong business momentum as we close out 2024. As such, management raised their 2024 Revenue guidance for the first time this year, to $2.78B at the high end, implying an 18% YoY growth. This also translates to Q4 Revenue of $747M at the high end, implying a 14% YoY growth. Management also expects sequential On-Demand GMV growth in Q4.</p><p>Above all, considering Grab&#39;s strong brand, scale, cost advantages, and network effect moats, I believe Grab is in a prime position to capitalize on Southeast Asia&#39;s digital transformation.</p><p>Its efforts to grow its user base as early and as much as possible will pay dividends in the future. In addition, driving higher cross-selling activity will strengthen the ecosystem through higher engagement and retention rates. This is a recipe for durable ecosystem expansion — a major prerequisite for sustainable earnings growth.</p><h2 id=\"id_3889020328\">Profitability: Earnings Machine in the Making</h2><p>Although Grab remains unprofitable on an operating basis, Operating Income for the quarter improved by $55M YoY to a loss of $(38)M in Q3 as Grab continues to gain efficiency as it scales. Furthermore, this is the lowest Operating Loss recorded in a quarter, so Grab&#39;s profitability is trending in the right direction.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/555f1bf1e7f21417346325875a578eb0\" alt=\"Grab Operating Income\" title=\"Grab Operating Income\" tg-width=\"640\" tg-height=\"264\"/><span>Grab Operating Income</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>Total Segment Adjusted EBITDA grew to a record high of $178M, representing 3.8% of GMV, which is up 70bps YoY.</p><ul style=\"\"><li><p><strong>Deliveries Segment Adjusted EBITDA</strong> was $55M, up 60% YoY. Deliveries Margins expanded 50bps YoY and 30bps QoQ, mainly due to higher Advertising Revenue and new products such as Priority Deliveries. For context, Priority Deliveries now account for 8% of Deliveries transactions, up from 5% a year ago — this drove higher GMV growth and margin expansion as they have average order values that are 1.4x higher than Standard Deliveries.</p></li><li><p><strong>Mobility Segment Adjusted EBITDA</strong> was $149M, up 18% YoY. Mobility Margins dropped 20bps YoY to 8.8%, mainly due to higher Incentives. On a positive note, Mobility Margins expanded 60bps QoQ, driven by operating leverage as well as new products such as High Value rides, which generate 1.2x higher Revenue per ride than standard rides.</p></li><li><p><strong>Financial Services Segment Adjusted EBITDA</strong> was $(26)M, with losses narrowing 27% YoY, due to higher lending Revenue. Despite the improvement, the segment remains the only unprofitable part of the Grab ecosystem as management continues to invest heavily in the fintech opportunity. Given time to scale, this segment should evolve into the most profitable segment of the entire company.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c25d79c8c04d684e786ba3fd6f643ddb\" alt=\"Grab Adjusted EBITDA\" title=\"Grab Adjusted EBITDA\" tg-width=\"640\" tg-height=\"206\"/><span>Grab Adjusted EBITDA</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>Regional Corporate Costs dropped 9% YoY to $88M as Grab continues to drive cost efficiencies. This resulted in Group Adjusted EBITDA of $90M, a record high for the company. Group Adjusted EBITDA as a % of GMV also improved 1.2pp YoY to a record high of 1.9%.</p><p>Robust Revenue growth and margin expansion led to a Net Income of $15M in Q3, representing Grab&#39;s second quarter of positive Net Income. EPS was $0.01, beating analyst estimates by a penny.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bb09fd5a4f5b55729e297ffc4f29eb88\" alt=\"Grab Net Income\" title=\"Grab Net Income\" tg-width=\"640\" tg-height=\"264\"/><span>Grab Net Income</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>Management also raised their Adjusted EBITDA guidance by $43M at the high end, to $313M. This reflects strong growth momentum and ongoing operating leverage — positive indications that Grab is transitioning from a loss-making business to an earnings machine.</p><h2 id=\"id_1153759719\">Health: 30% Net Cash</h2><p>As of Q3, Grab has a Net Cash position of $5.8B, up from $5.3B in the previous quarter, driven by the increase in Customer Deposits from $730M in Q2 to $1.1B in Q3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cccb6202d983a270a1fa7b62cb0376d3\" alt=\"Grab Net Cash\" title=\"Grab Net Cash\" tg-width=\"640\" tg-height=\"298\"/><span>Grab Net Cash</span></p><p style=\"text-align: left;\"><strong>Grab FY2024 Q3 Investor Presentation</strong></p><p></p><p>Higher cash flows also drove Net Cash growth. In Q3, Adjusted Free Cash Flow was $137M, improving significantly from $(6)M last year. On a TTM basis, Adjusted FCF was $75M, up from $(240)M last year.</p><p>I believe Grab&#39;s transformation from a cash-burning business to a cash-flow machine will be well received by the markets, especially as cash flows continue to improve over time. This is one of the most important milestones for any company and I think this is going to be a huge driver of share price appreciation for years to come.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32380c8169f1779022554f12b489364d\" alt=\"Grab Free Cash Flow\" title=\"Grab Free Cash Flow\" tg-width=\"640\" tg-height=\"250\"/><span>Grab Free Cash Flow</span></p><p style=\"text-align: left;\"><strong>Grab FY2024 Q3 Investor Presentation</strong></p><p></p><p>With high Net Cash and strong cash flows in place, management repurchased nearly 18M shares for a total of $58M in the quarter. That is still not enough to offset share dilution as Shares Outstanding continues to climb higher.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3e6638173a8c04066bb80ea6a4083e0\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>Considering that Grab has a Net Cash position of around 30% of its current Market Cap of $18B and that shares remain 70% below its peak, I would want management to step on the gas pedal and meaningfully accelerate the company&#39;s buyback program.</p><p>That said, Grab has $311M of buyback capacity left — I expect buybacks at an accelerated pace moving forward, as the company is now already FCF positive.</p><h2 id=\"id_1752293782\">Valuation: Setting Up for a Multi-Year Rally</h2><p>In terms of valuation, Grab trades at an EV to Revenue multiple of 5.1x. It is certainly not cheap by any means, especially considering that it is trading at a premium to Uber&#39;s (UBER) 3.8x multiple.</p><p>However, I believe this premium is justified given Grab&#39;s competitive moats, long growth runway in Southeast Asia, and the presence of Grab&#39;s fintech unit, which Uber does not have.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dd31a39b8f46b31696565ab219c1e44\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"439\"/><span>Chart</span></p><p></p><p>Data by YCharts</p><p></p><p>My 12-month price target stands at $6.17 for Grab stock, which represents an upside potential of about 30% based on the current price of $4.73.</p><p>My assumptions are quite conservative:</p><ul style=\"\"><li><p><strong>Deliveries </strong>GMV growing at an 11% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 4.5%.</p></li><li><p><strong>Mobility </strong>GMV growing at a 13% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 9.5%.</p></li><li><p><strong>Financial Services</strong> Revenue growing at a 26% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 35%.</p></li><li><p><strong>FY2033 Cash Flow</strong> of $2.4B.</p></li><li><p><strong>Perpetual Growth Rate</strong> of 2.5%.</p></li><li><p><strong>Discount Rate</strong> of 10%.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30f5e36b9916c897d0baff13423ad5a8\" alt=\"Grab DCF Price Target\" title=\"Grab DCF Price Target\" tg-width=\"640\" tg-height=\"411\"/><span>Grab DCF Price Target</span></p><p style=\"text-align: left;\"><strong>Author&#39;s Analysis</strong></p><p></p><p>Looking at the technicals, Grab&#39;s price action looks pretty bullish, given that the stock just broke past major resistance at $4. In addition, the break of the ascending triangle to the upside is also a bullish reversal pattern that could signal the start of a multi-year rally — as long as fundamentals continue to improve, of course.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/74f8c57de09705bef15d5d5abe54aeb8\" alt=\"Grab Technical Analysis\" title=\"Grab Technical Analysis\" tg-width=\"629\" tg-height=\"420\"/><span>Grab Technical Analysis</span></p><p style=\"text-align: left;\"><strong>YCharts and Author&#39;s Drawing</strong></p><p></p><h2 id=\"id_2490447728\">Risks</h2><p><strong>Competition</strong> remains the biggest risk for Grab. There are a lot of players hungry for the Southeast Asian pie, including GoJek, FoodPanda, ShopeeFood, SeaBank, and InDrive. Intense competition could force Grab to ramp up Incentives to maintain its market share, which hinders Revenue and profit growth in the near term.</p><p>Despite the competition, I believe Grab&#39;s moat is too wide and too difficult to surpass.</p><p>Its brand is a household name. Its network of consumers, merchants, and drivers is the largest in Southeast Asia. Its product range is incredibly diverse, with cross-selling opportunities that lead to high switching costs. It operates in an industry that has substantial barriers to entry. Above all, its scale is 4x larger than the next largest competitor, offering the company significant cost advantages.</p><p>For these reasons, I&#39;m confident Grab will sustain a strong leadership position in Southeast Asia, delivering a robust growth and earnings profile for decades to come.</p><h2 id=\"id_713700268\">Thesis</h2><p>Grab stock has had a great run lately, up more than 50% in the last few months.</p><p>Despite the rally, I believe Grab stock still has a lot of upside. Strong growth potential, virtual monopoly status in Southeast Asia, improving margins, FCF-positive, and 30% Net Cash with little debt are some of the reasons why I&#39;m bullish on the stock.</p><p>Furthermore, Grab&#39;s beat-and-raise third quarter confirms my investment thesis.</p><p>At $3 a share, Grab was a Sleeping Giant.</p><p>Now that the stock has broken past the $4 barrier in an aggressive fashion, — and with sentiment turning more bullish than ever — it seems that Grab stock has just woken up from its long slumber.</p></body></html>","source":"seekingalpha_fund","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>Grab: A Waking Giant</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\">\nGrab: A Waking Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4738162-grab-a-waking-giant><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive...</p>\n\n<a href=\"https://seekingalpha.com/article/4738162-grab-a-waking-giant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4738162-grab-a-waking-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185716016","content_text":"SummaryGrab recently posted a double-beat on Q3 earnings, sending shares 11% higher.Grab is now FCF positive on a trailing twelve-month basis — the company also reported its second quarter of positive net income.Its transition from a cash-burning business to a profitable cash flow machine will be a key driver of share price appreciation.At $3, Grab was a sleeping giant. Today, Grab has finally woken up from its 2-year hibernation.Ordering food online from home on mobile device app conceptIntroductionEarlier in March this year, I released my deep dive article on Grab (NASDAQ:GRAB), highlighting that Grab stock is significantly undervalued, and it's only a matter of time before the stock takes off:Despite being a fundamentally stronger company today than it has ever been, Grab stock is still down 80%+ from its all-time highs. Moreover, Grab stock has been trading sideways for almost two years — it's essentially in hibernation.With business momentum back in full force and with fundamentals improving with each passing quarter, it won't be long before the sleeping giant awakens.(Riyado Sofian — Grab: A Sleeping Giant)Since that article, Grab stock has surged more than 50%, catalyzed by its recent Q3 results, which saw the stock flying 11% the following day.But despite the recent rally, I believe Grab stock has plenty of upside ahead.Fundamentals are improving, the outlook looks bright, and sentiment is shifting.At $3 a share, Grab was a sleeping giant. Today, it has just woken up from its hibernation. Grab stock is just getting started.Growth: Durable Ecosystem ExpansionFor one, Grab's ecosystem continues to expand and expand.In Q3, MTU was a record 41.9M, up 16% YoY. On-Demand MTU grew 19% YoY to 37.7M, with Deliveries MTU up 15% YoY and Mobility MTU up 23% YoY in the quarter.GRAB MTUAuthor's AnalysisMTU growth is a leading indicator of future Revenue growth, and considering that Grab's current MTU is \"only about 5% of the Southeast Asia population\", there's still plenty of upside in terms of user growth.Interestingly, Annual Transacting Users make up about 15% of the population, so Grab already has a lot of people using the platform — the company just needs to increase engagement and order \"frequency\" to turn them into repeat customers, which should amplify Revenue growth.And I think the big upside for MTUs that we see is frequency because if you look at our annual transacting users. It's a very large multiple of both our monthly and our daily transacting users. So, a lot of our job is to, yes, bring new users in with affordability but then to ride up the frequency curve with them to bring them from annual into monthly, from monthly into daily. And so, there's tremendous upside for us.(COO Alex Hungate — Grab FY2024 Q3 Earnings Call)On-Demand GMV was $4.7B in Q3, up 15% YoY, driven by strong MTU growth as well as a 22% increase in On-Demand transactions. On-Demand GMV per MTU remained relatively stable at $124.GRAB On-Demand GMVAuthor's AnalysisBreaking it down by segment, Deliveries GMV was nearly $3.0B, up 12% YoY with growth accelerating by 3pp QoQ, driven by higher transaction volumes and Deliveries MTUs.Notably, Saver Deliveries — which offer a lower delivery fee in exchange for a longer delivery time — now account for 32% of Deliveries transactions, up from just 14% a year ago. As management pointed out, Saver has been a key driver of MTU growth and order frequency growth, with Saver users transacting nearly 2x higher than non-Saver users.More importantly, Grab's push towards affordability through features like Saver has led to considerable cross-selling among its different Deliveries products. For instance, management is seeing a good portion of GrabFood users using GrabMart as well, causing GrabMart to grow 1.7x faster than GrabFood in Q3. In addition, users who use both GrabFood and GrabMart displayed higher loyalty, with 4.9x higher order frequency levels and 2.1x higher retention rates than GrabFood-only users.GRAB Deliveries synergiesGrab FY2024 Q3 Investor PresentationOn the Mobility side, GMV grew 20% YoY to nearly $1.7B in Q3. This was driven by higher transaction volumes and Mobility MTUs. The Mobility segment saw strong adoption across its Affordable and High Value offerings.Notably, its High Value Mobility product — which offers users greater convenience, comfort, and reliability — grew GMV by 30% YoY in Q3, mainly due to \"improved High Value supply levels\". I believe targeting \"less price sensitive users\" will be a key driver of growth for the segment, as High Value Mobility rides generate 2.4x higher GMV per ride than standard rides. Moreover, management is confident that High Value driver supply growth and retention will be sustainable in the long term, as drivers can earn 3.3x higher earnings per ride than their standard counterparts.Grab Mobility performanceGrab FY2024 Q3 Investor PresentationThat said, GMV and MTU growth was supported by a 21% YoY growth in Total Incentives, to $462M in Q3. Consumer Incentives, in particular, grew 27% YoY to $275M, which was one of the concerns addressed by analysts during the earnings call. Per management, the ramp in Consumer Incentives was used to support new product launches.Changing consumer behavior does require incentives. And similarly, when we launch something like advanced booking to get consumers to use the app in a different way ahead of the time at which they want to make the ride, that also requires changing consumer behavior. So we will use incentives from time to time to generate the momentum behind these new ways of interacting with the app. But those will peak at different times and then also come off. So, those are not long-term.(COO Alex Hungate — Grab FY2024 Q3 Earnings Call)On a positive note, Total Incentives as a % of GMV dropped 30bps QoQ to 9.9% in Q3. Besides, all this incentive spending will pay off in the long run as Grab continues to drive higher platform engagement and user growth.Grab IncentivesAuthor's AnalysisAnd despite record Total Incentives, Grab delivered record Revenue of $716M, up 17% YoY and 8% QoQ. This beat analyst estimates by $16M.Grab RevenueAuthor's AnalysisThis was driven by record Revenue across each segment. Mobility Revenue came in at $271M, up 17% YoY.Deliveries Revenue was $380M, up 13% YoY. Embedded within the Deliveries segment is Advertising Revenue, which was 1.6% of Deliveries GMV in Q3, up from 1.1% last year. By my calculation, that is about a 60% YoY growth, so the Advertising unit is gaining a lot of traction, which should contribute to high-margin Revenue growth in future quarters.Grab Revenue by segmentAuthor's AnalysisI have talked extensively about the On-Demand segments, but let's switch gear for a moment.Grab's third and smallest segment, the Financial Services segment, generated $64M of Revenue in Q3, up 34% YoY. In all honesty, I expected a higher growth rate, at least 40% or 50%. Nevertheless, growth is still robust at 34%, driven by GrabFin’s lending business, Grab's new Digital Banks, and the optimization of payment incentives.Total Loans Disbursed was $567M, up 38% YoY.Total Loan Portfolio Outstanding was $498M, up 81% YoY. Grab maintains strong credit performance with 90-day non-performing loans ratio of about 2%.Digibank Deposits were $1.1B, up 202% YoY and 50% QoQ. GXBank (Malaysia) had 892K+ deposit customers as of Q3, up from 750K in Q2. GXS Bank (Singapore) had 100K+ deposit customers, up from 72K in Q2. Most notably, Superbank (Indonesia) surpassed 2M users in October, up 100%+ from August — cross-selling was strong as more than 1M users were existing Grab customers.Grab Financial ServicesGrab FY2024 Q3 Investor PresentationOf important note, the rapid growth of Grab's Digibank Deposits will enable Grab to fund its loans at a very low cost, as opposed to tapping the debt markets. As a matter of fact, Grab was \"able to bring in deposits much faster and with less cost than we had even planned\", and with more loans, deposits, and customers in the ecosystem, Grab will \"continue this very positive data flywheel for lending\", delivering robust Revenue growth in the process.What's more, Grab's financial products are clearly resonating with its customers. As an example, FlexiLoan has an extremely high NPS of about 65, when most traditional banks \"are hovering at around zero\". This kind of satisfaction gap should enable Grab to continue to take market share.And given the underbanked and unbanked majority in Southeast Asia, digital financial services in Southeast Asia are set to explode in the next few years. This fintech opportunity should provide a major tailwind for Grab's Financial Services segment.Southeast Asia Financial Services Growth Outlooke-Conomy SEA 2024 ReportRegardless, management is seeing strong business momentum as we close out 2024. As such, management raised their 2024 Revenue guidance for the first time this year, to $2.78B at the high end, implying an 18% YoY growth. This also translates to Q4 Revenue of $747M at the high end, implying a 14% YoY growth. Management also expects sequential On-Demand GMV growth in Q4.Above all, considering Grab's strong brand, scale, cost advantages, and network effect moats, I believe Grab is in a prime position to capitalize on Southeast Asia's digital transformation.Its efforts to grow its user base as early and as much as possible will pay dividends in the future. In addition, driving higher cross-selling activity will strengthen the ecosystem through higher engagement and retention rates. This is a recipe for durable ecosystem expansion — a major prerequisite for sustainable earnings growth.Profitability: Earnings Machine in the MakingAlthough Grab remains unprofitable on an operating basis, Operating Income for the quarter improved by $55M YoY to a loss of $(38)M in Q3 as Grab continues to gain efficiency as it scales. Furthermore, this is the lowest Operating Loss recorded in a quarter, so Grab's profitability is trending in the right direction.Grab Operating IncomeAuthor's AnalysisTotal Segment Adjusted EBITDA grew to a record high of $178M, representing 3.8% of GMV, which is up 70bps YoY.Deliveries Segment Adjusted EBITDA was $55M, up 60% YoY. Deliveries Margins expanded 50bps YoY and 30bps QoQ, mainly due to higher Advertising Revenue and new products such as Priority Deliveries. For context, Priority Deliveries now account for 8% of Deliveries transactions, up from 5% a year ago — this drove higher GMV growth and margin expansion as they have average order values that are 1.4x higher than Standard Deliveries.Mobility Segment Adjusted EBITDA was $149M, up 18% YoY. Mobility Margins dropped 20bps YoY to 8.8%, mainly due to higher Incentives. On a positive note, Mobility Margins expanded 60bps QoQ, driven by operating leverage as well as new products such as High Value rides, which generate 1.2x higher Revenue per ride than standard rides.Financial Services Segment Adjusted EBITDA was $(26)M, with losses narrowing 27% YoY, due to higher lending Revenue. Despite the improvement, the segment remains the only unprofitable part of the Grab ecosystem as management continues to invest heavily in the fintech opportunity. Given time to scale, this segment should evolve into the most profitable segment of the entire company.Grab Adjusted EBITDAAuthor's AnalysisRegional Corporate Costs dropped 9% YoY to $88M as Grab continues to drive cost efficiencies. This resulted in Group Adjusted EBITDA of $90M, a record high for the company. Group Adjusted EBITDA as a % of GMV also improved 1.2pp YoY to a record high of 1.9%.Robust Revenue growth and margin expansion led to a Net Income of $15M in Q3, representing Grab's second quarter of positive Net Income. EPS was $0.01, beating analyst estimates by a penny.Grab Net IncomeAuthor's AnalysisManagement also raised their Adjusted EBITDA guidance by $43M at the high end, to $313M. This reflects strong growth momentum and ongoing operating leverage — positive indications that Grab is transitioning from a loss-making business to an earnings machine.Health: 30% Net CashAs of Q3, Grab has a Net Cash position of $5.8B, up from $5.3B in the previous quarter, driven by the increase in Customer Deposits from $730M in Q2 to $1.1B in Q3.Grab Net CashGrab FY2024 Q3 Investor PresentationHigher cash flows also drove Net Cash growth. In Q3, Adjusted Free Cash Flow was $137M, improving significantly from $(6)M last year. On a TTM basis, Adjusted FCF was $75M, up from $(240)M last year.I believe Grab's transformation from a cash-burning business to a cash-flow machine will be well received by the markets, especially as cash flows continue to improve over time. This is one of the most important milestones for any company and I think this is going to be a huge driver of share price appreciation for years to come.Grab Free Cash FlowGrab FY2024 Q3 Investor PresentationWith high Net Cash and strong cash flows in place, management repurchased nearly 18M shares for a total of $58M in the quarter. That is still not enough to offset share dilution as Shares Outstanding continues to climb higher.ChartData by YChartsConsidering that Grab has a Net Cash position of around 30% of its current Market Cap of $18B and that shares remain 70% below its peak, I would want management to step on the gas pedal and meaningfully accelerate the company's buyback program.That said, Grab has $311M of buyback capacity left — I expect buybacks at an accelerated pace moving forward, as the company is now already FCF positive.Valuation: Setting Up for a Multi-Year RallyIn terms of valuation, Grab trades at an EV to Revenue multiple of 5.1x. It is certainly not cheap by any means, especially considering that it is trading at a premium to Uber's (UBER) 3.8x multiple.However, I believe this premium is justified given Grab's competitive moats, long growth runway in Southeast Asia, and the presence of Grab's fintech unit, which Uber does not have.ChartData by YChartsMy 12-month price target stands at $6.17 for Grab stock, which represents an upside potential of about 30% based on the current price of $4.73.My assumptions are quite conservative:Deliveries GMV growing at an 11% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 4.5%.Mobility GMV growing at a 13% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 9.5%.Financial Services Revenue growing at a 26% CAGR through 2033, achieving a long-term Adjusted EBITDA Margin of 35%.FY2033 Cash Flow of $2.4B.Perpetual Growth Rate of 2.5%.Discount Rate of 10%.Grab DCF Price TargetAuthor's AnalysisLooking at the technicals, Grab's price action looks pretty bullish, given that the stock just broke past major resistance at $4. In addition, the break of the ascending triangle to the upside is also a bullish reversal pattern that could signal the start of a multi-year rally — as long as fundamentals continue to improve, of course.Grab Technical AnalysisYCharts and Author's DrawingRisksCompetition remains the biggest risk for Grab. There are a lot of players hungry for the Southeast Asian pie, including GoJek, FoodPanda, ShopeeFood, SeaBank, and InDrive. Intense competition could force Grab to ramp up Incentives to maintain its market share, which hinders Revenue and profit growth in the near term.Despite the competition, I believe Grab's moat is too wide and too difficult to surpass.Its brand is a household name. Its network of consumers, merchants, and drivers is the largest in Southeast Asia. Its product range is incredibly diverse, with cross-selling opportunities that lead to high switching costs. It operates in an industry that has substantial barriers to entry. Above all, its scale is 4x larger than the next largest competitor, offering the company significant cost advantages.For these reasons, I'm confident Grab will sustain a strong leadership position in Southeast Asia, delivering a robust growth and earnings profile for decades to come.ThesisGrab stock has had a great run lately, up more than 50% in the last few months.Despite the rally, I believe Grab stock still has a lot of upside. Strong growth potential, virtual monopoly status in Southeast Asia, improving margins, FCF-positive, and 30% Net Cash with little debt are some of the reasons why I'm bullish on the stock.Furthermore, Grab's beat-and-raise third quarter confirms my investment thesis.At $3 a share, Grab was a Sleeping Giant.Now that the stock has broken past the $4 barrier in an aggressive fashion, — and with sentiment turning more bullish than ever — it seems that Grab stock has just woken up from its long slumber.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371442095255768,"gmtCreate":1731693222609,"gmtModify":1731693226561,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","text":"$Alibaba(BABA)$ Question, why Baba always reports in the bear market? Even the report is good but in a bear market it wont be bull but bear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371442095255768","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358675731075280,"gmtCreate":1728607495205,"gmtModify":1728607500005,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> Too early :(","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a> Too early :(","text":"$BABA-W(09988)$ Too early :(","images":[{"img":"https://community-static.tradeup.com/news/b64638f6b486da2e060fa5044efa58b7","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358675731075280","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353176101838880,"gmtCreate":1727233821723,"gmtModify":1727233825134,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"3000 this year? Crazy","listText":"3000 this year? Crazy","text":"3000 this year? Crazy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353176101838880","repostId":"2470647473","repostType":2,"repost":{"id":"2470647473","kind":"live","pubTimestamp":1727235520,"share":"https://ttm.financial/m/news/2470647473?lang=&edition=fundamental","pubTime":"2024-09-25 11:38","market":"us","language":"en","title":"Gold Rises to Record High as US Data Support Deeper Rate Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2470647473","media":"Bloomberg","summary":"Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolst","content":"<html><head></head><body><p>Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.</p><p>Prices of gold gained as much as 0.3% to above $2,665 an ounce, eclipsing its previous all-time high posted on Tuesday following a report showing US consumer confidence this month fell the most in three years. Silver surged 4.6% on Tuesday in its biggest daily gain in four months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2ff042b152943dbb54ac83686d056bcf\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Swaps traders increased bets for more than three-quarters of a point of easing by the Federal Reserve this year. Lower rates tend to benefit both gold and silver as they don’t offer interest, while a weaker dollar makes the metals cheaper for many buyers.</p><p style=\"text-align: start;\">Gold and silver tend to move largely in tandem as both offer similar macro- and currency-hedging properties. Still, the white metal is more exposed to the economic cycle as it’s also an industrial commodity used in clean-energy technologies, including solar panels.</p><p style=\"text-align: start;\">In a boost for industrial metals, Beijing announced a series of stimulus measures Tuesday to address the nation’s economic malaise and in particular targeting the real estate market.</p><p style=\"text-align: start;\">“The main driver for silver in the last few weeks has been the gold rally — which got another boost yesterday from higher rate-cut expectations following the weak consumer confidence report,” said Zhong Liang Han, an analyst at Standard Chartered Plc. However, the “rally in industrial metals following China’s broad stimulus package was the key driver behind the next leg of the up-move in silver.”</p><p>Gold has now surged almost 30% this year — while silver has risen 35% — with the rallies gaining momentum after the Fed’s half-point cut last week. The yellow metal has also been supported by strong central bank purchases and heightened geopolitical tensions driving haven demand. A too-close-to-call US presidential election that could be massively consequential for financial markets is now less than six weeks away.</p><p style=\"text-align: start;\">Spot gold reached a record high of $2,665.25 an ounce before being up 0.2% to $2,662.77 as of 10:34 a.m. in Singapore. The Bloomberg Dollar Spot Index was little changed following its 0.5% drop in the previous session.</p><p style=\"text-align: start;\">Silver is getting attention given the sharp rally in gold, especially as investors look for catch-up buying opportunities, said Joni Teves, a precious metals strategist at UBS Group AG.</p><p>“The move in industrial commodities is likely also providing an additional boost,” Teves said. “Our bullish outlook for silver is unchanged; we think it can outperform in this environment of rising gold prices, Fed easing and forecasted silver market deficits.”</p><p>Silver dipped 0.5% in Singapore to $31.9435 an ounce. Palladium and platinum declined.</p><p>Looking ahead, investors are waiting for more US data — including the personal consumption expenditures gauge and jobless claims — due later in the week, for additional indications on the Fed’s likely easing path.</p><p></p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gold Rises to Record High as US Data Support Deeper Rate Cuts</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\">\nGold Rises to Record High as US Data Support Deeper Rate Cuts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-25 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts\">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/2024-09-25/gold-xauusd-holds-near-record-high-as-us-data-supports-deeper-rate-cuts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470647473","content_text":"Gold rose to a record high after jumping more than 1% in the previous session, as weak US data bolstered the case for deeper rate cuts. Silver was near the highest in four months.Prices of gold gained as much as 0.3% to above $2,665 an ounce, eclipsing its previous all-time high posted on Tuesday following a report showing US consumer confidence this month fell the most in three years. Silver surged 4.6% on Tuesday in its biggest daily gain in four months.Swaps traders increased bets for more than three-quarters of a point of easing by the Federal Reserve this year. Lower rates tend to benefit both gold and silver as they don’t offer interest, while a weaker dollar makes the metals cheaper for many buyers.Gold and silver tend to move largely in tandem as both offer similar macro- and currency-hedging properties. Still, the white metal is more exposed to the economic cycle as it’s also an industrial commodity used in clean-energy technologies, including solar panels.In a boost for industrial metals, Beijing announced a series of stimulus measures Tuesday to address the nation’s economic malaise and in particular targeting the real estate market.“The main driver for silver in the last few weeks has been the gold rally — which got another boost yesterday from higher rate-cut expectations following the weak consumer confidence report,” said Zhong Liang Han, an analyst at Standard Chartered Plc. However, the “rally in industrial metals following China’s broad stimulus package was the key driver behind the next leg of the up-move in silver.”Gold has now surged almost 30% this year — while silver has risen 35% — with the rallies gaining momentum after the Fed’s half-point cut last week. The yellow metal has also been supported by strong central bank purchases and heightened geopolitical tensions driving haven demand. A too-close-to-call US presidential election that could be massively consequential for financial markets is now less than six weeks away.Spot gold reached a record high of $2,665.25 an ounce before being up 0.2% to $2,662.77 as of 10:34 a.m. in Singapore. The Bloomberg Dollar Spot Index was little changed following its 0.5% drop in the previous session.Silver is getting attention given the sharp rally in gold, especially as investors look for catch-up buying opportunities, said Joni Teves, a precious metals strategist at UBS Group AG.“The move in industrial commodities is likely also providing an additional boost,” Teves said. “Our bullish outlook for silver is unchanged; we think it can outperform in this environment of rising gold prices, Fed easing and forecasted silver market deficits.”Silver dipped 0.5% in Singapore to $31.9435 an ounce. Palladium and platinum declined.Looking ahead, investors are waiting for more US data — including the personal consumption expenditures gauge and jobless claims — due later in the week, for additional indications on the Fed’s likely easing path.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343532943438080,"gmtCreate":1724899873385,"gmtModify":1724899877169,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/343532943438080","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/67ecba742430a57a532b690885139baa","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"content":"Will drop more in the weeks and months to come.","text":"Will drop more in the weeks and months to come.","html":"Will drop more in the weeks and months to come."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330193080201384,"gmtCreate":1721619312591,"gmtModify":1721619317385,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy&nbsp;","listText":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy&nbsp;","text":"Lol just Wyckoff cycle. Buy and forget it. Still have many excellent stocks to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330193080201384","repostId":"2453220230","repostType":2,"repost":{"id":"2453220230","kind":"highlight","pubTimestamp":1721619613,"share":"https://ttm.financial/m/news/2453220230?lang=&edition=fundamental","pubTime":"2024-07-22 11:40","market":"hk","language":"en","title":"Alibaba: One Step Forward, Two Steps Back (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2453220230","media":"seekingalpha","summary":"Alibaba investors have witnessed several \"false dawns\" over the past two years.BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.Further trade restr","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba investors have witnessed several &#34;false dawns&#34; over the past two years.</p></li><li><p>BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.</p></li><li><p>Further trade restrictions on semiconductor stocks could impact Alibaba&#39;s supply chain and hinder near-term sentiments.</p></li><li><p>A potential Trump second term could worsen the geopolitical headwinds with China, intensifying execution risks.</p></li><li><p>I argue why I&#39;ve finally learned my lessons on BABA, as my bullish thesis never really took off. Read on.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/84b6aeab08dc480ef3a214462aadfcfd\" tg-width=\"750\" tg-height=\"500\"/></p><p></p><h2 id=\"id_1529390537\">Alibaba: Disappointing Recovery</h2><p>Alibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) investors have endured another disappointing fourth fiscal quarter as Alibaba&#39;s growth recovery remains tepid. Geopolitical headwinds between the US and China have also intensified as the US steps up pressure against China. Accordingly, the Biden administration could implement the &#34;most severe trade restrictions available&#34; on ASML (ASML) and Tokyo Electron (OTCPK:TOELY).</p><p>As a result, the potential ramifications have sent semiconductor stocks tumbling this week. Given the criticality of their semiconductor supply chain, there are suggestions that the proposed trade restrictions might result in a pushback by the US&#39;s allies.</p><p>In a pre-earnings BABA article in May 2024, I updated Alibaba investors on why the stock could be primed to recover further. However, buying sentiments have remained surprisingly weak as the early momentum in Chinese equities has fizzled out. Despite that, it&#39;s possible that BABA&#39;s recovery could still occur in the second half, although China&#39;s recent third plenum might not be sufficient to revive near-term sentiments.</p><p>Accordingly, growth catalysts on Chinese equities are considered inadequate, suggesting &#34;few initial signs of major steps to boost demand or address the property slump.&#34; China&#39;s economic recovery in Q2 has failed to sustain its early momentum, as China&#39;s property market malaise still weighs down consumer spending. As a result, Alibaba investors should expect BABA to remain stuck in a consolidation zone (sideways price action) in the near term as investors reassess Alibaba&#39;s cross-border growth momentum. Wall Street is expected to stay relatively unenthusiastic about Chinese equities in general, as China&#39;s third plenum is noted for a lack of &#34;firm and immediate market read-through.&#34;</p><h2 id=\"id_1925970995\">Alibaba: Lackluster Growth Drivers</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50988e0d79a45865f1d8f0aab0c632a1\" tg-width=\"640\" tg-height=\"454\"/></p><p>Alibaba revenue segments (FinChat)</p><p></p><p>As seen above, Alibaba&#39;s China commerce business (Taobao and Tmall Group) remains the key revenue driver for the beleaguered e-commerce platform leader. Alibaba&#39;s international commerce business (AIDC) drove a 45% increase in revenue in FQ4. However, mitigating the languid momentum in the e-commerce leader&#39;s overall revenue base wasn&#39;t sufficient. As a result, I assessed that China&#39;s weak retail spending climate will continue to hamper more robust buying sentiments. Without a decisive boost to spur China&#39;s flagging property market, it could intensify BABA&#39;s execution risks in FY2025.</p><p>Alibaba has refocused on AI as the centerpiece of its cloud computing growth strategy. Alibaba Cloud remains China&#39;s cloud computing leader. However, momentum has remained surprisingly tepid (up 3% YoY in FQ4), suggesting growth headwinds haven&#39;t been resolved.</p><p>The US chip restrictions have also hampered Alibaba&#39;s ability to accumulate NVIDIA (NVDA) chips, leading to user restrictions. Therefore, the company&#39;s ability to rejuvenate its growth momentum through its cloud platform business is still highly uncertain. Moreover, the US hyperscalers have also capitalized on the chip restrictions by offering Chinese companies access to Nvidia chips through their cloud offerings. Consequently, it has allowed these companies to circumvent the chip restrictions, which could hurt BABA&#39;s ability to attract customers. However, whether the &#34;loophole&#34; could be closed as the US attempts to deny China further access to the most advanced AI chips remains to be seen.</p><p>Moreover, investors are increasingly weighing on a potential second Trump administration. Wall Street has assessed it could affect buying sentiments on Chinese equities. Trump&#39;s potentially triumphant return could galvanize his administration to double down on their efforts and campaign promises to hit China harder with tariffs. As Trump is not allowed to seek re-election in 2028, there is a possibility that a more intense trade war between the US and China could erupt. Given Alibaba&#39;s need to reignite growth in its cross-border e-commerce business as domestic retail spending remains weak, it could materially affect investor confidence.</p><h2 id=\"id_3861158302\">BABA: Valuation Shouldn&#39;t Be The Main Driver</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/da0dabbcaeb4d2d7d208a9c0b7c030e8\" tg-width=\"613\" tg-height=\"325\"/></p><p>BABA Quant Grades (Seeking Alpha)</p><p></p><p>Notwithstanding my caution on BABA, its valuation isn&#39;t assessed as aggressive. Therefore, Alibaba bulls could argue that significant pessimism has likely been reflected. However, the stock&#39;s 1Y total return of -13% over the past year is substantially lower than PDD&#39;s (PDD) 1Y total return of 75%.</p><p>PDD is valued at a markedly higher adjusted EBITDA multiple of 7.8x compared to BABA&#39;s 5.8x. As a result, I have mistakenly assessed BABA&#39;s &#34;attractive&#34; valuation as a critical driver of its thesis.</p><p>The market is correct, as BABA&#39;s weak growth thesis (&#34;F&#34; growth grade) underscores the challenges discussed earlier. Coupled with potentially intensified geopolitical headwinds that a second Trump administration could worsen, it doesn&#39;t look promising for Alibaba investors.</p><h2 id=\"id_2128006099\">Is BABA Stock A Buy, Sell, Or Hold?</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/79c339342806764f98cc5fb6ed96e932\" tg-width=\"640\" tg-height=\"394\"/></p><p>BABA price action (weekly, medium-term, adjusted for dividends) (TradingView)</p><p></p><p>Several &#34;false dawns&#34; were observed in BABA&#39;s price action over the past two years. Similarly, I&#39;ve also assessed a sharp surge toward the stock&#39;s May 2024 highs under the $90 level before it collapsed. As a result, dip-buyers don&#39;t seem to have enough conviction to hold on to their positions, hampering a more sustained recovery.</p><p>However, I&#39;ve also assessed that turning bearish on BABA seems too aggressive, given the company&#39;s solid profitability (&#34;A&#34;+ profitability grade) and lack of significant selling intensity (&#34;C+&#34; momentum grade). Therefore, I believe a Hold rating seems appropriate for BABA for now.</p><p><em>Rating: Downgrade to Hold.</em></p><p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing, unless otherwise specified.</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: One Step Forward, Two Steps Back (Rating Downgrade)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: One Step Forward, Two Steps Back (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-22 11:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4705310-alibaba-one-step-forward-two-steps-back><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba investors have witnessed several \"false dawns\" over the past two years.BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.Further trade ...</p>\n\n<a href=\"https://seekingalpha.com/article/4705310-alibaba-one-step-forward-two-steps-back\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4705310-alibaba-one-step-forward-two-steps-back","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2453220230","content_text":"Alibaba investors have witnessed several \"false dawns\" over the past two years.BABA bulls have failed to hold on to their positions after surges, demonstrating a lack of conviction.Further trade restrictions on semiconductor stocks could impact Alibaba's supply chain and hinder near-term sentiments.A potential Trump second term could worsen the geopolitical headwinds with China, intensifying execution risks.I argue why I've finally learned my lessons on BABA, as my bullish thesis never really took off. Read on.Alibaba: Disappointing RecoveryAlibaba Group Holding Limited (NYSE:BABA) (OTCPK:BABAF) investors have endured another disappointing fourth fiscal quarter as Alibaba's growth recovery remains tepid. Geopolitical headwinds between the US and China have also intensified as the US steps up pressure against China. Accordingly, the Biden administration could implement the \"most severe trade restrictions available\" on ASML (ASML) and Tokyo Electron (OTCPK:TOELY).As a result, the potential ramifications have sent semiconductor stocks tumbling this week. Given the criticality of their semiconductor supply chain, there are suggestions that the proposed trade restrictions might result in a pushback by the US's allies.In a pre-earnings BABA article in May 2024, I updated Alibaba investors on why the stock could be primed to recover further. However, buying sentiments have remained surprisingly weak as the early momentum in Chinese equities has fizzled out. Despite that, it's possible that BABA's recovery could still occur in the second half, although China's recent third plenum might not be sufficient to revive near-term sentiments.Accordingly, growth catalysts on Chinese equities are considered inadequate, suggesting \"few initial signs of major steps to boost demand or address the property slump.\" China's economic recovery in Q2 has failed to sustain its early momentum, as China's property market malaise still weighs down consumer spending. As a result, Alibaba investors should expect BABA to remain stuck in a consolidation zone (sideways price action) in the near term as investors reassess Alibaba's cross-border growth momentum. Wall Street is expected to stay relatively unenthusiastic about Chinese equities in general, as China's third plenum is noted for a lack of \"firm and immediate market read-through.\"Alibaba: Lackluster Growth DriversAlibaba revenue segments (FinChat)As seen above, Alibaba's China commerce business (Taobao and Tmall Group) remains the key revenue driver for the beleaguered e-commerce platform leader. Alibaba's international commerce business (AIDC) drove a 45% increase in revenue in FQ4. However, mitigating the languid momentum in the e-commerce leader's overall revenue base wasn't sufficient. As a result, I assessed that China's weak retail spending climate will continue to hamper more robust buying sentiments. Without a decisive boost to spur China's flagging property market, it could intensify BABA's execution risks in FY2025.Alibaba has refocused on AI as the centerpiece of its cloud computing growth strategy. Alibaba Cloud remains China's cloud computing leader. However, momentum has remained surprisingly tepid (up 3% YoY in FQ4), suggesting growth headwinds haven't been resolved.The US chip restrictions have also hampered Alibaba's ability to accumulate NVIDIA (NVDA) chips, leading to user restrictions. Therefore, the company's ability to rejuvenate its growth momentum through its cloud platform business is still highly uncertain. Moreover, the US hyperscalers have also capitalized on the chip restrictions by offering Chinese companies access to Nvidia chips through their cloud offerings. Consequently, it has allowed these companies to circumvent the chip restrictions, which could hurt BABA's ability to attract customers. However, whether the \"loophole\" could be closed as the US attempts to deny China further access to the most advanced AI chips remains to be seen.Moreover, investors are increasingly weighing on a potential second Trump administration. Wall Street has assessed it could affect buying sentiments on Chinese equities. Trump's potentially triumphant return could galvanize his administration to double down on their efforts and campaign promises to hit China harder with tariffs. As Trump is not allowed to seek re-election in 2028, there is a possibility that a more intense trade war between the US and China could erupt. Given Alibaba's need to reignite growth in its cross-border e-commerce business as domestic retail spending remains weak, it could materially affect investor confidence.BABA: Valuation Shouldn't Be The Main DriverBABA Quant Grades (Seeking Alpha)Notwithstanding my caution on BABA, its valuation isn't assessed as aggressive. Therefore, Alibaba bulls could argue that significant pessimism has likely been reflected. However, the stock's 1Y total return of -13% over the past year is substantially lower than PDD's (PDD) 1Y total return of 75%.PDD is valued at a markedly higher adjusted EBITDA multiple of 7.8x compared to BABA's 5.8x. As a result, I have mistakenly assessed BABA's \"attractive\" valuation as a critical driver of its thesis.The market is correct, as BABA's weak growth thesis (\"F\" growth grade) underscores the challenges discussed earlier. Coupled with potentially intensified geopolitical headwinds that a second Trump administration could worsen, it doesn't look promising for Alibaba investors.Is BABA Stock A Buy, Sell, Or Hold?BABA price action (weekly, medium-term, adjusted for dividends) (TradingView)Several \"false dawns\" were observed in BABA's price action over the past two years. Similarly, I've also assessed a sharp surge toward the stock's May 2024 highs under the $90 level before it collapsed. As a result, dip-buyers don't seem to have enough conviction to hold on to their positions, hampering a more sustained recovery.However, I've also assessed that turning bearish on BABA seems too aggressive, given the company's solid profitability (\"A\"+ profitability grade) and lack of significant selling intensity (\"C+\" momentum grade). Therefore, I believe a Hold rating seems appropriate for BABA for now.Rating: Downgrade to Hold.Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Consider this article as supplementing your required research. Please always apply independent thinking. Note that the rating is not intended to time a specific entry/exit at the point of writing, unless otherwise specified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306348121530416,"gmtCreate":1715827183169,"gmtModify":1715827186847,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","text":"$Alibaba(09988)$ As I mentioned, Baba stays strong above 76 will end down trend. It is Bull now With hope that there is no any political issue.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306348121530416","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305774135738408,"gmtCreate":1715687136729,"gmtModify":1715687140505,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"To Your surprise, it will be UP.&nbsp;","listText":"To Your surprise, it will be UP.&nbsp;","text":"To Your surprise, it will be UP.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305774135738408","repostId":"1100762122","repostType":2,"repost":{"id":"1100762122","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1715693763,"share":"https://ttm.financial/m/news/1100762122?lang=&edition=fundamental","pubTime":"2024-05-14 21:36","market":"us","language":"en","title":"China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops","url":"https://stock-news.laohu8.com/highlight/detail?id=1100762122","media":"Reuters","summary":"Alibaba Stock Drops over 2% After Earnings Report.","content":"<html><head></head><body><p>May 14 (Reuters) - China&#39;s Alibaba Group Holding beat analysts&#39; estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.</p><p>Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275fb1056ed51fc1a23b61af8f074296\" tg-width=\"843\" tg-height=\"627\"/></p><p>Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.</p><p>Analysts expected strong growth from Alibaba&#39;s international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.</p><p>Analysts expect a 39% revenue rise in the segment, according to LSEG data.</p><p>The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.</p><p>Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5a7909bc39c9fdb3ea69a79b0a62523\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>($1 = 7.2355 Chinese yuan renminbi)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Alibaba Beats Quarterly Revenue Estimates, Profit Drops</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\">\nChina's Alibaba Beats Quarterly Revenue Estimates, Profit Drops\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-05-14 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 14 (Reuters) - China&#39;s Alibaba Group Holding beat analysts&#39; estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.</p><p>Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275fb1056ed51fc1a23b61af8f074296\" tg-width=\"843\" tg-height=\"627\"/></p><p>Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.</p><p>Analysts expected strong growth from Alibaba&#39;s international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.</p><p>Analysts expect a 39% revenue rise in the segment, according to LSEG data.</p><p>The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.</p><p>Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a5a7909bc39c9fdb3ea69a79b0a62523\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>($1 = 7.2355 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100762122","content_text":"May 14 (Reuters) - China's Alibaba Group Holding beat analysts' estimates for fourth-quarter revenue on Tuesday, as a focus on low-cost goods in response to cautious consumer spending helped boost domestic e-commerce sales in the three-month period.Its U.S.-listed shares, however, fell 6.1% in morning trading, as profit fell about 86% in the fourth quarter.Consumers in China have been spending carefully after the pandemic amid an economic slowdown and property slump.Analysts expected strong growth from Alibaba's international digital commerce arm, given its investments in building global market share and appetite among global consumers for low-cost goods from China.Analysts expect a 39% revenue rise in the segment, according to LSEG data.The company reported revenue of 221.87 billion yuan ($30.66 billion)in the three months ended March 31, compared with a consensus estimate of 219.66 billion yuan, according to LSEG data.Net income in the March-quarter was 3.27 billion yuan ($451.94 million), compared with 23.52 billion yuan a year ago.($1 = 7.2355 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296413723672872,"gmtCreate":1713404237012,"gmtModify":1713404240445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","text":"$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296413723672872","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276384211980496,"gmtCreate":1708506885571,"gmtModify":1708506889576,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Dtop drop drop","listText":"Dtop drop drop","text":"Dtop drop drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276384211980496","repostId":"1195354651","repostType":2,"repost":{"id":"1195354651","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1708506033,"share":"https://ttm.financial/m/news/1195354651?lang=&edition=fundamental","pubTime":"2024-02-21 17:00","market":"us","language":"en","title":"Nvidia Stock Continues to Drop 2% as Microsoft Develops AI Server Gear to Lessen Reliance on Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1195354651","media":"Tiger Newspress","summary":"$Microsoft  is developing a new network card that could improve the performance of its Maia AI server chip and potentially reduce the company's reliance on chip designer $Nvidia , The Information reported on Tuesday.Microsoft CEO Satya Nadella has tapped Pradeep Sindhu, who co-founded networking gear developer Juniper Networks  to spearhead the network card effort, the report said citing a person with knowledge of the matter. Microsoft acquired Sindhu's server chip startup, Fungible, last year.T","content":"<html><head></head><body><p>$Microsoft (MSFT) is developing a new network card that could improve the performance of its Maia AI server chip and potentially reduce the company&#39;s reliance on chip designer $Nvidia (NVDA), The Information reported on Tuesday.</p><p>Nvidia stock continues to drop 2% in premarket trading on Wednesday after a 4% decline last trading day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/599970ff3d001485294983ab7932894c\" title=\"\" tg-width=\"781\" tg-height=\"628\"/></p><p>Microsoft CEO Satya Nadella has tapped Pradeep Sindhu, who co-founded networking gear developer Juniper Networks (JNPR) to spearhead the network card effort, the report said citing a person with knowledge of the matter. Microsoft acquired Sindhu&#39;s server chip startup, Fungible, last year.</p><p>The new network card is similar to Nvidia&#39;s ConnectX-7 card, which the chip developer sells alongside its graphic processor units (GPUs), the report added.</p><p>The equipment could take more than a year to develop and, if successful, could lessen the time it takes for OpenAI to train its models on Microsoft servers as well as make the process less expensive, according to the report.</p><p>Microsoft did not immediately respond to a Reuters request for comment.</p><p>Microsoft has invested billions of dollars in ChatGPT-maker OpenAI and has incorporated its technology in a wide variety of products, giving the Windows-maker a leg up in the race to sell artificial-intelligence software.</p><p>The company had introduced Maia, a chip meant to run large language models and support AI computing, in November.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Continues to Drop 2% as Microsoft Develops AI Server Gear to Lessen Reliance on Nvidia</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\">\nNvidia Stock Continues to Drop 2% as Microsoft Develops AI Server Gear to Lessen Reliance on Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-02-21 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>$Microsoft (MSFT) is developing a new network card that could improve the performance of its Maia AI server chip and potentially reduce the company&#39;s reliance on chip designer $Nvidia (NVDA), The Information reported on Tuesday.</p><p>Nvidia stock continues to drop 2% in premarket trading on Wednesday after a 4% decline last trading day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/599970ff3d001485294983ab7932894c\" title=\"\" tg-width=\"781\" tg-height=\"628\"/></p><p>Microsoft CEO Satya Nadella has tapped Pradeep Sindhu, who co-founded networking gear developer Juniper Networks (JNPR) to spearhead the network card effort, the report said citing a person with knowledge of the matter. Microsoft acquired Sindhu&#39;s server chip startup, Fungible, last year.</p><p>The new network card is similar to Nvidia&#39;s ConnectX-7 card, which the chip developer sells alongside its graphic processor units (GPUs), the report added.</p><p>The equipment could take more than a year to develop and, if successful, could lessen the time it takes for OpenAI to train its models on Microsoft servers as well as make the process less expensive, according to the report.</p><p>Microsoft did not immediately respond to a Reuters request for comment.</p><p>Microsoft has invested billions of dollars in ChatGPT-maker OpenAI and has incorporated its technology in a wide variety of products, giving the Windows-maker a leg up in the race to sell artificial-intelligence software.</p><p>The company had introduced Maia, a chip meant to run large language models and support AI computing, in November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195354651","content_text":"$Microsoft (MSFT) is developing a new network card that could improve the performance of its Maia AI server chip and potentially reduce the company's reliance on chip designer $Nvidia (NVDA), The Information reported on Tuesday.Nvidia stock continues to drop 2% in premarket trading on Wednesday after a 4% decline last trading day.Microsoft CEO Satya Nadella has tapped Pradeep Sindhu, who co-founded networking gear developer Juniper Networks (JNPR) to spearhead the network card effort, the report said citing a person with knowledge of the matter. Microsoft acquired Sindhu's server chip startup, Fungible, last year.The new network card is similar to Nvidia's ConnectX-7 card, which the chip developer sells alongside its graphic processor units (GPUs), the report added.The equipment could take more than a year to develop and, if successful, could lessen the time it takes for OpenAI to train its models on Microsoft servers as well as make the process less expensive, according to the report.Microsoft did not immediately respond to a Reuters request for comment.Microsoft has invested billions of dollars in ChatGPT-maker OpenAI and has incorporated its technology in a wide variety of products, giving the Windows-maker a leg up in the race to sell artificial-intelligence software.The company had introduced Maia, a chip meant to run large language models and support AI computing, in November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276263363702976,"gmtCreate":1708477419297,"gmtModify":1708477423238,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"great chance for sell, strong PUT to 400","listText":"great chance for sell, strong PUT to 400","text":"great chance for sell, strong PUT to 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276263363702976","repostId":"2413246435","repostType":2,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276263396831256,"gmtCreate":1708477263146,"gmtModify":1708477267750,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Further down. Target put 400","listText":"Further down. Target put 400","text":"Further down. Target put 400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276263396831256","repostId":"2413246435","repostType":2,"repost":{"id":"2413246435","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1708471800,"share":"https://ttm.financial/m/news/2413246435?lang=&edition=fundamental","pubTime":"2024-02-21 07:30","market":"us","language":"en","title":"Nvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next","url":"https://stock-news.laohu8.com/highlight/detail?id=2413246435","media":"Dow Jones","summary":"Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.Nvidia shares have more than tripled over the last 12 months.Th","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26d7b3cae9ed2493e66877c4a8c6876\" alt=\"Nvidia shares have more than tripled over the last 12 months.\" title=\"Nvidia shares have more than tripled over the last 12 months.\" tg-width=\"949\" tg-height=\"631\"/><span>Nvidia shares have more than tripled over the last 12 months.</span></p><p style=\"text-align: start;\">The loss comes ahead of Nvidia’s quarterly results, due out Wednesday after the market close. The market appears to be cautious ahead of the chip maker’s earnings report.</p><p>Nvidia shares fell 4.4% to $689.20 on Tuesday. The company lost $78 billion in market capitalization, the largest one-day market cap decline in its history, according to Dow Jones Market Data.</p><p>The stock garnered another price upgrade this week as HSBC analyst Frank Lee raised his target price to $835 from $800 and maintained a Buy rating, although he played down expectations for an earnings bump, expecting Nvidia’s sales to be in line with consensus expectations. </p><p>Nvidia is expected to report quarterly earnings of $4.59 a share and revenue of $20.4 billion, according to a FactSet poll of analysts’ estimates.</p><p>“We believe overall market expectations have risen significantly as consensus earnings are now approaching our forecasts. Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023,” wrote Lee in a research note on Monday. </p><p>Lee said he was confident Nvidia would benefit in the longer term from the company’s expansion into markets such as central processing units. His target price is based on a price-to-earnings multiple of 35 times Nvidia’s forecast earnings in fiscal year 2025.</p><p>Other chip maker stocks were mixed. Advanced Micro Devices was down 4.7% and Intel was up 2.3%. The Biden administration held talks to award more than $10 billion in subsidies to Intel, Bloomberg reported on Friday citing people familiar with the matter.</p><p>One issue that Nvidia’s management is likely to face questions about during its earnings call is competition from other companies such as AMD, especially as the market looks for chips that can perform inference—producing results or answers from AI systems—in addition to training tasks.</p><p>“As Inference workloads continue to come into focus, we would<br/>expect more concerns on pricing given AMD’s positioning…We would note that early feedback from supply chain participants on Nvidia’s GH200 CPUGPU hybrid system has been positive with respect to adoption as an Inference platform,” wrote Stifel analyst Ruben Roy in a research note on Tuesday.</p><p>Roy kept a Buy rating on Nvidia stock with an $865 target price, based on a price-to-earnings multiple of 35 times the company’s forecast earnings for fiscal 2026.</p><p>Nvidia on Tuesday said it would hold its GTC 2024 conference from March 18-21 and speakers would include executives from Microsoft, Alphabet’s Google, and Meta Platforms.</p><p>Nvidia shares have risen 40% this year through Tuesday’s close. That compares with a 4.3% rise for the S&amp;P 500 index and a 4.1% gain in the Nasdaq Composite Index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next</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\">\nNvidia Lost a Record $78 Billion in Market Cap on Tuesday. Earnings Are Up Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2024-02-21 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f26d7b3cae9ed2493e66877c4a8c6876\" alt=\"Nvidia shares have more than tripled over the last 12 months.\" title=\"Nvidia shares have more than tripled over the last 12 months.\" tg-width=\"949\" tg-height=\"631\"/><span>Nvidia shares have more than tripled over the last 12 months.</span></p><p style=\"text-align: start;\">The loss comes ahead of Nvidia’s quarterly results, due out Wednesday after the market close. The market appears to be cautious ahead of the chip maker’s earnings report.</p><p>Nvidia shares fell 4.4% to $689.20 on Tuesday. The company lost $78 billion in market capitalization, the largest one-day market cap decline in its history, according to Dow Jones Market Data.</p><p>The stock garnered another price upgrade this week as HSBC analyst Frank Lee raised his target price to $835 from $800 and maintained a Buy rating, although he played down expectations for an earnings bump, expecting Nvidia’s sales to be in line with consensus expectations. </p><p>Nvidia is expected to report quarterly earnings of $4.59 a share and revenue of $20.4 billion, according to a FactSet poll of analysts’ estimates.</p><p>“We believe overall market expectations have risen significantly as consensus earnings are now approaching our forecasts. Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023,” wrote Lee in a research note on Monday. </p><p>Lee said he was confident Nvidia would benefit in the longer term from the company’s expansion into markets such as central processing units. His target price is based on a price-to-earnings multiple of 35 times Nvidia’s forecast earnings in fiscal year 2025.</p><p>Other chip maker stocks were mixed. Advanced Micro Devices was down 4.7% and Intel was up 2.3%. The Biden administration held talks to award more than $10 billion in subsidies to Intel, Bloomberg reported on Friday citing people familiar with the matter.</p><p>One issue that Nvidia’s management is likely to face questions about during its earnings call is competition from other companies such as AMD, especially as the market looks for chips that can perform inference—producing results or answers from AI systems—in addition to training tasks.</p><p>“As Inference workloads continue to come into focus, we would<br/>expect more concerns on pricing given AMD’s positioning…We would note that early feedback from supply chain participants on Nvidia’s GH200 CPUGPU hybrid system has been positive with respect to adoption as an Inference platform,” wrote Stifel analyst Ruben Roy in a research note on Tuesday.</p><p>Roy kept a Buy rating on Nvidia stock with an $865 target price, based on a price-to-earnings multiple of 35 times the company’s forecast earnings for fiscal 2026.</p><p>Nvidia on Tuesday said it would hold its GTC 2024 conference from March 18-21 and speakers would include executives from Microsoft, Alphabet’s Google, and Meta Platforms.</p><p>Nvidia shares have risen 40% this year through Tuesday’s close. That compares with a 4.3% rise for the S&amp;P 500 index and a 4.1% gain in the Nasdaq Composite Index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4141":"半导体产品","BK4561":"索罗斯持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","NVDA":"英伟达","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4592":"伊斯兰概念","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4507":"流媒体概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4543":"AI","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC"},"source_url":"https://www.marketwatch.com/articles/nvidia-stock-price-market-cap-earnings-41468588?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2413246435","content_text":"Nvidia shed $78 billion in market cap on Tuesday, its largest one-day decline in valuation on record, according to Dow Jones Market Data.Nvidia shares have more than tripled over the last 12 months.The loss comes ahead of Nvidia’s quarterly results, due out Wednesday after the market close. The market appears to be cautious ahead of the chip maker’s earnings report.Nvidia shares fell 4.4% to $689.20 on Tuesday. The company lost $78 billion in market capitalization, the largest one-day market cap decline in its history, according to Dow Jones Market Data.The stock garnered another price upgrade this week as HSBC analyst Frank Lee raised his target price to $835 from $800 and maintained a Buy rating, although he played down expectations for an earnings bump, expecting Nvidia’s sales to be in line with consensus expectations. Nvidia is expected to report quarterly earnings of $4.59 a share and revenue of $20.4 billion, according to a FactSet poll of analysts’ estimates.“We believe overall market expectations have risen significantly as consensus earnings are now approaching our forecasts. Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023,” wrote Lee in a research note on Monday. Lee said he was confident Nvidia would benefit in the longer term from the company’s expansion into markets such as central processing units. His target price is based on a price-to-earnings multiple of 35 times Nvidia’s forecast earnings in fiscal year 2025.Other chip maker stocks were mixed. Advanced Micro Devices was down 4.7% and Intel was up 2.3%. The Biden administration held talks to award more than $10 billion in subsidies to Intel, Bloomberg reported on Friday citing people familiar with the matter.One issue that Nvidia’s management is likely to face questions about during its earnings call is competition from other companies such as AMD, especially as the market looks for chips that can perform inference—producing results or answers from AI systems—in addition to training tasks.“As Inference workloads continue to come into focus, we wouldexpect more concerns on pricing given AMD’s positioning…We would note that early feedback from supply chain participants on Nvidia’s GH200 CPUGPU hybrid system has been positive with respect to adoption as an Inference platform,” wrote Stifel analyst Ruben Roy in a research note on Tuesday.Roy kept a Buy rating on Nvidia stock with an $865 target price, based on a price-to-earnings multiple of 35 times the company’s forecast earnings for fiscal 2026.Nvidia on Tuesday said it would hold its GTC 2024 conference from March 18-21 and speakers would include executives from Microsoft, Alphabet’s Google, and Meta Platforms.Nvidia shares have risen 40% this year through Tuesday’s close. That compares with a 4.3% rise for the S&P 500 index and a 4.1% gain in the Nasdaq Composite Index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":261222039605304,"gmtCreate":1704785258474,"gmtModify":1704785262297,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Whenever bad news from JPmorgan then we should start accumulate the stocks.","listText":"Whenever bad news from JPmorgan then we should start accumulate the stocks.","text":"Whenever bad news from JPmorgan then we should start accumulate the stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261222039605304","repostId":"2402508998","repostType":2,"repost":{"id":"2402508998","kind":"highlight","pubTimestamp":1704767123,"share":"https://ttm.financial/m/news/2402508998?lang=&edition=fundamental","pubTime":"2024-01-09 10:25","market":"hk","language":"en","title":"Morgan Stanley Expects Alibaba to Report \"Another Painful Transitional Quarter\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2402508998","media":"StreetInsider","summary":"Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting \"anoth","content":"<html><head></head><body><p style=\"text-align: left;\">Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting &#34;another painful transitional quarter.&#34;</p><p style=\"text-align: left;\">Previewing the Chinese e-commerce giant&#39;s 3QF24, analysts forecast total revenue of RMB260bn, up 5% YoY and 16% QoQ. They see non-GAAP EBITA coming in at RMB52.1bn, flattish YoY, and up 22% QoQ with non-GAAP EBITA margin at 20% for fiscal 3Q.</p><p style=\"text-align: left;\">&#34;We think the group&#39;s focus on price competitiveness and everyday low-price strategy will have made an initial positive impact on GMV for the quarter, leading to a narrowing growth gap vs. the industry. We forecast low-single-digit GMV growth for fiscal 3Q vs. 6.4% yoy growth in industry online retail sales of goods for October-November 2023, according to NBS,&#34; analysts said.</p><p style=\"text-align: left;\">&#34;However, on monetization, we expect Customer Management Revenue (CMR) to grow more slowly than GMV for the quarter, at 0-1%. 1) Increased engagement of Taobao merchants (owing to low price strategy) is likely to increase Taobao GMV in the mix vs. Tmall, constraining take rate. 2) Commission revenues continued to decline. Overall, we forecast Taobao Tmall Group revenue and adjusted EBITA to grow 1.4% yoy and 0-1% in F3Q,&#34; they added.</p><p style=\"text-align: left;\">Morgan Stanley believes the BABA business transformation is likely to take time, although they feel that more robust capital management could be an upside catalyst.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Expects Alibaba to Report \"Another Painful Transitional Quarter\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Expects Alibaba to Report \"Another Painful Transitional Quarter\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-09 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22607277><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting \"...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22607277\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4565":"NFT概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1046422090.SGD":"Fidelity Pacific A-SGD","09988":"阿里巴巴-W","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","BK4554":"元宇宙及AR概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4531":"中概回港概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4534":"瑞士信贷持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4220":"综合零售","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4527":"明星科技股","BK4538":"云计算","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4579":"人工智能","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","BK4526":"热门中概股","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4503":"景林资产持仓","LU0106831901.USD":"贝莱德世界金融基金A2","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4122":"互联网与直销零售","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BABA":"阿里巴巴","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22607277","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2402508998","content_text":"Morgan Stanley cut its price target for Alibaba (NYSE:BABA) shares to $85 from $80 in a note Monday, maintaining an Equal-Weight rating on the stock. The bank said it sees the company reporting \"another painful transitional quarter.\"Previewing the Chinese e-commerce giant's 3QF24, analysts forecast total revenue of RMB260bn, up 5% YoY and 16% QoQ. They see non-GAAP EBITA coming in at RMB52.1bn, flattish YoY, and up 22% QoQ with non-GAAP EBITA margin at 20% for fiscal 3Q.\"We think the group's focus on price competitiveness and everyday low-price strategy will have made an initial positive impact on GMV for the quarter, leading to a narrowing growth gap vs. the industry. We forecast low-single-digit GMV growth for fiscal 3Q vs. 6.4% yoy growth in industry online retail sales of goods for October-November 2023, according to NBS,\" analysts said.\"However, on monetization, we expect Customer Management Revenue (CMR) to grow more slowly than GMV for the quarter, at 0-1%. 1) Increased engagement of Taobao merchants (owing to low price strategy) is likely to increase Taobao GMV in the mix vs. Tmall, constraining take rate. 2) Commission revenues continued to decline. Overall, we forecast Taobao Tmall Group revenue and adjusted EBITA to grow 1.4% yoy and 0-1% in F3Q,\" they added.Morgan Stanley believes the BABA business transformation is likely to take time, although they feel that more robust capital management could be an upside catalyst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260808205570064,"gmtCreate":1704684390994,"gmtModify":1704684394903,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","listText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","text":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260808205570064","repostId":"2401537231","repostType":2,"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":249959054823712,"gmtCreate":1702044114346,"gmtModify":1702044118835,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/249959054823712","repostId":"1123852889","repostType":2,"repost":{"id":"1123852889","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1702042243,"share":"https://ttm.financial/m/news/1123852889?lang=&edition=fundamental","pubTime":"2023-12-08 21:30","market":"us","language":"en","title":"US Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123852889","media":"Reuters","summary":"US Nonfarm Payrolls Actual 199k (Forecast 183k, Previous 150k)US Average Earnings YoY Actual 4.0% (Forecast 4%, Previous 4.1% ,Revision 4.0%)","content":"<html><head></head><body><p style=\"text-align: start;\">WASHINGTON, Dec 7 (Reuters) - U.S. job growth accelerated in November and the unemployment rate dropped to 3.7% even as more people entered the labor force, pointing to underlying strength in the labor market.</p><p style=\"text-align: start;\">Nonfarm payrolls increased by 199,000 jobs last month, the Labor Department&#39;s Bureau of Labor Statistics (BLS) said in its closely watched employment report on Friday. Employment was in part boosted by the return of automobile workers and actors after strikes.</p><p>Data for October was unrevised to show 150,000 jobs added.</p><p style=\"text-align: start;\">Economists polled by Reuters had forecast 180,000 jobs created. About 25,300 members of the United Auto Workers (UAW) union ended their work stoppages against Detroit&#39;s &#34;Big Three&#34; car makers on Oct. 31, the BLS strike report showed, while 16,000 members of the SAG-AFTRA actors union returned to work.</p><p style=\"text-align: start;\">The employment report suggested that financial market expectations that the Federal Reserve could pivot to cutting rates as soon as the first quarter of 2024 were premature.</p><p>The U.S. central bank is expected to keep rates unchanged next Wednesday. It has raised its policy rate by 525 basis points to the current 5.25%-5.50% range, since March 2022.</p><p style=\"text-align: start;\">Employment gains are well above the 100,000 jobs per month needed to keep up with growth in the working age population.</p><p style=\"text-align: start;\">The unemployment rate dropped to 3.7% from nearly a two-year high of 3.9% in October. It had risen from a 53-year low of 3.4% in April. The increase, however, was driven by a rise in labor supply rather than companies laying off workers.</p><p>Average hourly earnings increased 0.4% after gaining 0.2% in October. That kept the annual increase in wages at 4.0% in November.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Job Growth Accelerates in November; Unemployment Rate Drops to 3.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-12-08 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">WASHINGTON, Dec 7 (Reuters) - U.S. job growth accelerated in November and the unemployment rate dropped to 3.7% even as more people entered the labor force, pointing to underlying strength in the labor market.</p><p style=\"text-align: start;\">Nonfarm payrolls increased by 199,000 jobs last month, the Labor Department&#39;s Bureau of Labor Statistics (BLS) said in its closely watched employment report on Friday. Employment was in part boosted by the return of automobile workers and actors after strikes.</p><p>Data for October was unrevised to show 150,000 jobs added.</p><p style=\"text-align: start;\">Economists polled by Reuters had forecast 180,000 jobs created. About 25,300 members of the United Auto Workers (UAW) union ended their work stoppages against Detroit&#39;s &#34;Big Three&#34; car makers on Oct. 31, the BLS strike report showed, while 16,000 members of the SAG-AFTRA actors union returned to work.</p><p style=\"text-align: start;\">The employment report suggested that financial market expectations that the Federal Reserve could pivot to cutting rates as soon as the first quarter of 2024 were premature.</p><p>The U.S. central bank is expected to keep rates unchanged next Wednesday. It has raised its policy rate by 525 basis points to the current 5.25%-5.50% range, since March 2022.</p><p style=\"text-align: start;\">Employment gains are well above the 100,000 jobs per month needed to keep up with growth in the working age population.</p><p style=\"text-align: start;\">The unemployment rate dropped to 3.7% from nearly a two-year high of 3.9% in October. It had risen from a 53-year low of 3.4% in April. The increase, however, was driven by a rise in labor supply rather than companies laying off workers.</p><p>Average hourly earnings increased 0.4% after gaining 0.2% in October. That kept the annual increase in wages at 4.0% in November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123852889","content_text":"WASHINGTON, Dec 7 (Reuters) - U.S. job growth accelerated in November and the unemployment rate dropped to 3.7% even as more people entered the labor force, pointing to underlying strength in the labor market.Nonfarm payrolls increased by 199,000 jobs last month, the Labor Department's Bureau of Labor Statistics (BLS) said in its closely watched employment report on Friday. Employment was in part boosted by the return of automobile workers and actors after strikes.Data for October was unrevised to show 150,000 jobs added.Economists polled by Reuters had forecast 180,000 jobs created. About 25,300 members of the United Auto Workers (UAW) union ended their work stoppages against Detroit's \"Big Three\" car makers on Oct. 31, the BLS strike report showed, while 16,000 members of the SAG-AFTRA actors union returned to work.The employment report suggested that financial market expectations that the Federal Reserve could pivot to cutting rates as soon as the first quarter of 2024 were premature.The U.S. central bank is expected to keep rates unchanged next Wednesday. It has raised its policy rate by 525 basis points to the current 5.25%-5.50% range, since March 2022.Employment gains are well above the 100,000 jobs per month needed to keep up with growth in the working age population.The unemployment rate dropped to 3.7% from nearly a two-year high of 3.9% in October. It had risen from a 53-year low of 3.4% in April. The increase, however, was driven by a rise in labor supply rather than companies laying off workers.Average hourly earnings increased 0.4% after gaining 0.2% in October. That kept the annual increase in wages at 4.0% in November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242590126743712,"gmtCreate":1700263232705,"gmtModify":1700263235629,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","text":"$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242590126743712","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242466299605008,"gmtCreate":1700232880855,"gmtModify":1700232883592,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","text":"$Alibaba(BABA)$ it does not. They sold at 87","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242466299605008","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242233536807048,"gmtCreate":1700176069940,"gmtModify":1700176074203,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Good to buy","listText":"Good to buy","text":"Good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242233536807048","repostId":"1189081525","repostType":2,"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188836999127088,"gmtCreate":1687128484304,"gmtModify":1687128488506,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Intel standstills for a long now","listText":"Intel standstills for a long now","text":"Intel standstills for a long now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188836999127088","repostId":"2344489557","repostType":2,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9970431527,"gmtCreate":1684801406769,"gmtModify":1684801409825,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PSFE\">$Paysafe Ltd(PSFE)$&nbsp;</a>When will it back to the past!?","listText":"<a href=\"https://ttm.financial/S/PSFE\">$Paysafe Ltd(PSFE)$&nbsp;</a>When will it back to the past!?","text":"$Paysafe Ltd(PSFE)$ When will it back to the past!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970431527","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296413723672872,"gmtCreate":1713404237012,"gmtModify":1713404240445,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$&nbsp;</a> Wyckoff logic. Baba is almost at the end of accumulation and&nbsp;starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.&nbsp;","text":"$Alibaba(09988)$ Wyckoff logic. Baba is almost at the end of accumulation and starting of UP either this quarter or next quarter. Only when it HoldS strong at 76 then up trend.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296413723672872","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242233536807048,"gmtCreate":1700176069940,"gmtModify":1700176074203,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Good to buy","listText":"Good to buy","text":"Good to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242233536807048","repostId":"1189081525","repostType":2,"repost":{"id":"1189081525","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700146863,"share":"https://ttm.financial/m/news/1189081525?lang=&edition=fundamental","pubTime":"2023-11-16 23:01","market":"hk","language":"en","title":"Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff","url":"https://stock-news.laohu8.com/highlight/detail?id=1189081525","media":"Tiger Newspress","summary":"Alibaba : Q2 Non-GAAP EPADS of $2.14 beats by $0.05. Revenue of $30.81B  misses by $230M.Alibaba shares slumped 5% after posting financial results.Net cash provided by operating activities was $6,748 million, an increase of 4% compared to the same quarter of 2022. Free cash flow, a non-GAAP measurement of liquidity, was $6,198 million, an increase of 27% compared to the same quarter of 2022.“Under our capital management plan, we are prioritizing investment in technology and innovations for our b","content":"<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Shares Slide After It Disappoints on Profit, Curbs Cloud Spinoff\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-11-16 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.</p><p style=\"text-align: start;\">The company’s stock was down 8% in morning trading following the news.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a6ee8553f2879ab9009f6ae63902dfb\" tg-width=\"812\" tg-height=\"836\"/></p><p style=\"text-align: start;\">In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.</p><p>Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.</p><p>On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”</p><p>“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”</p><p>Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.</p><p>The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.</p><p>Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”</p><p>The company still intends to list its Cainiao smart logistics division in Hong Kong.</p><p>The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.</p><p>Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.</p><p>Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.</p><p>Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.</p><p>“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”</p><p>He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”</p><p>“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”</p><p>Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.</p><p>The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”</p><p>Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.</p><h2 id=\"id_194980234\" style=\"text-align: start;\">First-ever dividend payout</h2><p>The company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.</p><p>In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.</p><p>The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.</p><p>“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.</p><p>On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.</p><p>He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189081525","content_text":"U.S.-listed shares of Chinese e-commerce giant Alibaba slid on Thursday after it announced that it would not proceed with the full spin-off of its cloud group due to U.S. chip export restrictions.The company’s stock was down 8% in morning trading following the news.In its earnings release Thursday, Alibaba said that it would no longer proceed with a spin-off of its Cloud Intelligence Group — the cloud computing arm of Alibaba that competes with Amazon Web Services and Microsoft Azure. Alibaba had planned to list the division publicly.Alibaba said U.S. chip export restrictions have made it harder for Chinese firms to get critical chip supplies from U.S. companies. The U.S. barred sales of Nvidia’s advanced artificial intelligence-focused H800 and A800 chips in October.On Thursday, Alibaba said that the restrictions have “created uncertainties for the prospects of Cloud Intelligence Group.”“We believe that a full spin-off of Cloud Intelligence Group may not achieve the intended effect of shareholder value enhancement,” the company said, adding that it would instead focus on developing a sustainable growth model for the unit “under the fluid circumstances.”Ahead of the earnings announcement Thursday, Alibaba announced in a regulatory filing that the family trust of founder Jack Ma was planning to sell down its stake in the business, selling 10 million shares for $870.7 million in cash.The decision to walk back its cloud unit spinout marks a hitch in Alibaba’s plan to reorganize into six individual business units — one of the most radical shake-ups in the company’s history.Alibaba had earlier announced that it would put on hold plans to list its Freshippo retail chain for groceries “as we evaluate market conditions and other factors.”The company still intends to list its Cainiao smart logistics division in Hong Kong.The Thursday results mark the first set of Alibaba earnings since veteran executive Eddie Wu succeeded former boss Daniel Zhang as CEO. As part of a broader management reshuffle, the company’s co-founder Joe Tsai also took over as chairman, Alibaba said in June.Alibaba reported net income attributable to shareholders of 27.7 billion yuan ($3.8 billion) for the September quarter, below the 29.7 billion yuan expected by analysts.Revenue met expectations, however, coming in at 224.79 billion yuan ($31 billion), up 9% year-over-year.Chairman Joe Tsai sought to assuage investor concerns about the roadblock to Alibaba’s reorganization on the earnings call Thursday, saying that the company had more than enough cash on its balance sheet to support its operating business.“We ended the quarter with $63 billion in net cash, and we generated $27 billion in free cash flow in the last 12 months,” Alibaba’s Tsai said. “Alibaba has never been in a better financial position to invest for the growth of our businesses.”He added that Alibaba was looking to prove to investors it can can grow its cloud business as part of the Alibaba Group rather than focus on “financial engineering.”“In the AI driven world, to develop a fully-grown business based on a very networked and highly scaled infrastructure it requires investment,” Tsai said. “We would rather show investors through our operations of the cloud business rather than spinning it off.”Eddie Wu, Alibaba’s CEO, said that the firm would embark on a strategic review of its existing businesses, distingishuing between “core” and “non-core” businesses.The company will give different businesses different levels of priority “based on their market size, business model, and product competitiveness.”Core businesses are where Alibaba will keep a long-term focus, pursue research and development, and evolve its products and services. Non-core businesses are ones where Alibaba wants to realize value by making them profitable, “or through other means of capitalization,” Wu said.First-ever dividend payoutThe company also announced that it will issue its first-ever annual cash dividend in 2023. Companies use dividends to share a portion of their profit with shareholders.In the release, Alibaba said that its board of directors had approved an annual $0.125 per ordinary share or $1 per American depositary share (ADS) cash dividend for the fiscal year.The aggregate amount of the dividend will be roughly $2.5 billion. Alibaba will pay the sum out to investors at the close of business on Dec. 21, 2023, Hong Kong Time and New York Time, respectively.“Going forward, we will continue to review and determine the dividend amount based on factors such as business fundamentals, capital requirements, among others, on an annual basis,” Alibaba said in its earnings release.On the earnings call Thursday, Wu said that Cainiao, one of the remaining divisions still pursuing an IPO, saw “relatively rapid growth this quarter,” and that the business was continuing to focus on building out its global smart logistics network.He outlined a three-year plan for the unit, including scaling up investment in technology, seeking growth in cross-border e-commerce, and growing its international business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260808205570064,"gmtCreate":1704684390994,"gmtModify":1704684394903,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","listText":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.&nbsp;","text":"China can build Baba they can also build JD PDD instead and they do NOT need Baba any more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260808205570064","repostId":"2401537231","repostType":2,"repost":{"id":"2401537231","kind":"highlight","pubTimestamp":1704597178,"share":"https://ttm.financial/m/news/2401537231?lang=&edition=fundamental","pubTime":"2024-01-07 11:12","market":"us","language":"en","title":"Best Stock to Buy: Apple vs. Alibaba","url":"https://stock-news.laohu8.com/highlight/detail?id=2401537231","media":"Motley Fool","summary":"Which of these blue-chip tech stalwarts is the better investment right now?","content":"<html><head></head><body><ul style=\"\"><li><p>Apple’s stock is being held back by near-term concerns about the iPhone.</p></li><li><p>Alibaba faces tough macro, competitive, and regulatory challenges.</p></li><li><p>The cheaper stock might not be a screaming bargain yet.</p></li></ul><p><strong>Apple</strong> and <strong>Alibaba</strong> are both often considered stable blue-chip plays for long-term investors. Apple&#39;s iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China&#39;s largest e-commerce and cloud company, and it also owns one of the country&#39;s largest streaming video platforms.</p><p>But over the past six months, Apple&#39;s stock dipped 4% as Alibaba&#39;s stock dropped 9%. Let&#39;s see why these two stalwarts floundered, and if either stock is worth buying right now.</p><h2 id=\"id_2509247738\">What happened to Apple?</h2><p>Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.</p><p>As a result, Apple&#39;s revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market&#39;s demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.</p><p>On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.</p><p>That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.</p><p>Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of <strong>Berkshire Hathaway</strong>&#39;s portfolio in Apple -- so it might still be a long-term winner.</p><h2 id=\"id_1304241237\">What happened to Alibaba?</h2><p>Buffett&#39;s longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the <strong>Daily Journal</strong> in 2021. However, Munger eventually reduced that stake, and called it one of the &#34;worst mistakes&#34; of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba&#39;s low valuations. Unfortunately, Alibaba&#39;s stock became dirt cheap for three obvious reasons.</p><p>First, China&#39;s antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba&#39;s defenses against <strong>JD.com</strong>, <strong>PDD Holdings</strong>, and other formidable e-commerce competitors.</p><p>Second, China&#39;s economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country&#39;s draconian COVID-19 lockdowns throughout 2021 and 2022.</p><p>Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That&#39;s why Alibaba&#39;s revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.</p><p>But looking ahead, analysts expect Alibaba&#39;s revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China&#39;s macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which <em>might</em> lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.</p><h2 id=\"id_152198050\">The better buy: Apple</h2><p>Alibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.</p><p>Apple&#39;s stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Best Stock to Buy: Apple vs. Alibaba</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\">\nBest Stock to Buy: Apple vs. Alibaba\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-07 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4213":"石油与天然气的勘探与生产","09988":"阿里巴巴-W","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK4554":"元宇宙及AR概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4532":"文艺复兴科技持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4553":"喜马拉雅资本持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4531":"中概回港概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4524":"宅经济概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4535":"淡马锡持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","AAPL":"苹果","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4526":"热门中概股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BABA":"阿里巴巴","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2024/01/05/best-stock-to-buy-apple-vs-alibaba/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401537231","content_text":"Apple’s stock is being held back by near-term concerns about the iPhone.Alibaba faces tough macro, competitive, and regulatory challenges.The cheaper stock might not be a screaming bargain yet.Apple and Alibaba are both often considered stable blue-chip plays for long-term investors. Apple's iPhone dominates the premium smartphone market, and its other hardware devices and sticky software services continuously lock in its customers. Alibaba is China's largest e-commerce and cloud company, and it also owns one of the country's largest streaming video platforms.But over the past six months, Apple's stock dipped 4% as Alibaba's stock dropped 9%. Let's see why these two stalwarts floundered, and if either stock is worth buying right now.What happened to Apple?Apple is still overwhelmingly dependent on the iPhone, which accounted for 52% of its revenue in fiscal 2023 (which ended last September). Its iPhone sales declined 2% during the year as the 5G upgrade cycle ended, and that slowdown was exacerbated by its plunging sales of Macs in a post-pandemic market and tough currency headwinds.As a result, Apple's revenue dipped 3% as its earnings per share (EPS) stayed nearly flat. It tread water by repurchasing $77.6 billion in shares throughout the year, but analysts expect the market's demand for its iPhones to remain tepid this year. Analysts expect its revenue and earnings to rise 4% and 8%, respectively, in fiscal 2024, but those growth rates are arguably low for a stock that trades at 28 times forward earnings.On the bright side, Apple still ended the year with over $162 billion in cash and marketable securities, which gives it plenty of room to expand through new investments and acquisitions. It also exceeded a billion paid subscriptions across all of its services, which was nearly double the number it had just three years ago.That expanding ecosystem should lock in its customers. Its planned launch of the Vision Pro headset this year could also diversify its hardware business and give it a foothold in the nascent augmented reality (AR) and virtual reality (VR) markets.Apple still has a lot of irons in the fire, but its lack of visible near-term catalysts and stretched valuations seem to be weighing down its stock. Nevertheless, Warren Buffett is still committed to keeping nearly half of Berkshire Hathaway's portfolio in Apple -- so it might still be a long-term winner.What happened to Alibaba?Buffett's longtime business partner, the late Charlie Munger, invested heavily in Alibaba through the Daily Journal in 2021. However, Munger eventually reduced that stake, and called it one of the \"worst mistakes\" of his career. Munger, like many other value-seeking investors, was initially drawn to Alibaba's low valuations. Unfortunately, Alibaba's stock became dirt cheap for three obvious reasons.First, China's antitrust regulators hit Alibaba with a record fine of $2.8 billion in September 2021 and forced it to end its exclusive deals with merchants, ease off its aggressive promotions, and request government approvals for its future acquisitions. Those new restrictions eroded Alibaba's defenses against JD.com, PDD Holdings, and other formidable e-commerce competitors.Second, China's economy cooled off as the macro headwinds intensified. That slowdown was exacerbated by the country's draconian COVID-19 lockdowns throughout 2021 and 2022.Lastly, the macro headwinds throttled the growth of its cloud business as companies reined in their software spending. That's why Alibaba's revenue rose a mere 2% in fiscal 2023 (which ended last March) as its adjusted earnings per ADS grew 4%.But looking ahead, analysts expect Alibaba's revenue and adjusted earnings to grow 11% and 22%, respectively, in fiscal 2024 as China's macro environment stabilizes. However, the recent departure of its longtime CEO, its confusing restructuring plans (which might lead to spin-offs and IPOs for its individual business units), and intense competition from PDD in China suggest its high-growth days are over. On the other hand, Alibaba still repurchased $15.7 billion in ADR shares throughout fiscal 2023 and the first half of fiscal 2024, and its low forward P/E multiple of 8 might just set a floor under its stock.The better buy: AppleAlibaba looks cheap relative to its growth potential, but its future is still murky and the delisting threats for U.S.-listed Chinese stocks could depress its valuations for the foreseeable future. The tightening restrictions for AI chip sales to China could also disrupt the expansion of its cloud infrastructure platform.Apple's stock might remain out of favor in this tough market, but its stable growth, expanding ecosystem, and massive war chest arguably make it a better buy than Alibaba, which still needs to overcome some tough macro, competitive, and regulatory challenges before it can be considered an undervalued growth stock again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242466299605008,"gmtCreate":1700232880855,"gmtModify":1700232883592,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> it does not. They sold at 87","text":"$Alibaba(BABA)$ it does not. They sold at 87","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242466299605008","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":242590126743712,"gmtCreate":1700263232705,"gmtModify":1700263235629,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a>Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount&nbsp;price.&nbsp;","text":"$Alibaba(BABA)$ Tks Jack for deal of 100m shares @87.1. Tks Tsai for pulling baba down for us to buy at discount price.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/242590126743712","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098990223,"gmtCreate":1643987803340,"gmtModify":1676533879248,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>alibaba tell us&nbsp;that the earning report is&nbsp;super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>alibaba tell us&nbsp;that the earning report is&nbsp;super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","text":"$Alibaba(BABA)$alibaba tell us that the earning report is super good. Alibaba Filed Form F-6 With U.S. SEC To Register Additional One Bln American Depositary Shares","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098990223","isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4106828680803150","authorId":"4106828680803150","name":"TxChris","avatar":"https://community-static.tradeup.com/news/cbe8203471c7ad69a8748a4078a43cf8","crmLevel":5,"crmLevelSwitch":1,"idStr":"4106828680803150","authorIdStr":"4106828680803150"},"content":"Softbank may sell these ADS.","text":"Softbank may sell these ADS.","html":"Softbank may sell these ADS."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909236991,"gmtCreate":1658879634213,"gmtModify":1676536221350,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909236991","repostId":"2254587430","repostType":2,"repost":{"id":"2254587430","kind":"highlight","pubTimestamp":1658877980,"share":"https://ttm.financial/m/news/2254587430?lang=&edition=fundamental","pubTime":"2022-07-27 07:26","market":"us","language":"en","title":"After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More","url":"https://stock-news.laohu8.com/highlight/detail?id=2254587430","media":"StreetInsider","summary":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than t","content":"<html><head></head><body><p><b>After-Hours Movers:</b></p><p>Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.</p><p>Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.</p><p>Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.</p><p>Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.</p><p>Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.</p><p>F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.</p><p>Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.</p><p></p><p></p></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More</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\">\nAfter-Hours Movers: Alphabet, Microsoft, Enphase Energy, Chipotle and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20370023><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20370023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器","GOOGL":"谷歌A","CMG":"墨式烧烤","SKX":"斯凯奇","ENPH":"Enphase Energy","FXLV":"F45 Training Holdings Inc."},"source_url":"https://www.streetinsider.com/dr/news.php?id=20370023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254587430","content_text":"After-Hours Movers:Alphabet (NASDAQ:GOOGL) 4.5% HIGHER; reported Q2 EPS of $1.21, $0.07 worse than the analyst estimate of $1.28. Revenue for the quarter came in at $69.69 billion versus the consensus estimate of $70.04 billion.Microsoft (NASDAQ:MSFT) 3.9% HIGHER; reported Q4 EPS of $2.23, $0.06 worse than the analyst estimate of $2.29. Revenue for the quarter came in at $51.9 billion versus the consensus estimate of $52.43 billion. Microsoft Corp on Tuesday forecast revenue this fiscal year would grow by double digits, driven by demand for cloud computing services.Enphase Energy (NASDAQ:ENPH) 9% HIGHER; reported Q2 EPS of $1.07, $0.22 better than the analyst estimate of $0.85. Revenue for the quarter came in at $530.2 million versus the consensus estimate of $507.49 million. Enphase Energy sees Q3 2022 revenue of $590-630 million, versus the consensus of $548.8 million.Chipotle Mexican Grill (NYSE:CMG) 8.6% HIGHER; reported Q2 EPS of $9.30, $0.26 better than the analyst estimate of $9.04. Revenue for the quarter came in at $2.2 billion versus the consensus estimate of $2.25 billion. Comparable restaurant sales increased 10.1%.Texas Instruments (NASDAQ:TXN) 2.6% HIGHER; reported Q2 EPS of $2.45, $0.32 better than the analyst estimate of $2.13. Revenue for the quarter came in at $5.21 billion versus the consensus estimate of $4.65 billion. Texas Instruments sees Q3 2022 EPS of $2.23-$2.51, versus the consensus of $2.26. Texas Instruments sees Q3 2022 revenue of $4.9-5.3 billion, versus the consensus of $4.97 billion.F45 Training Holdings Inc. (NYSE:FXLV) 50.4% LOWER; CEO to step down.Skechers USA (NYSE:SKX) 1.4% HIGHER; reported Q2 EPS of $0.58, $0.03 better than the analyst estimate of $0.55. Revenue for the quarter came in at $1.87 billion versus the consensus estimate of $1.79 billion. Skechers USA sees FY2022 EPS of $2.60-$2.70, versus the consensus of $2.89. Skechers USA sees FY2022 revenue of $7.2-7.4 billion, versus the consensus of $7.34 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008345816,"gmtCreate":1641374067789,"gmtModify":1676533607320,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Charlie asked Jack on Baba.&nbsp;Jack asked Charlie, Baba&nbsp;Q4 profit is &gt;&nbsp;24% how do you think?&nbsp;","listText":"Charlie asked Jack on Baba.&nbsp;Jack asked Charlie, Baba&nbsp;Q4 profit is &gt;&nbsp;24% how do you think?&nbsp;","text":"Charlie asked Jack on Baba. Jack asked Charlie, Baba Q4 profit is > 24% how do you think?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008345816","repostId":"1130731267","repostType":2,"repost":{"id":"1130731267","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641373624,"share":"https://ttm.financial/m/news/1130731267?lang=&edition=fundamental","pubTime":"2022-01-05 17:07","market":"us","language":"en","title":"Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=1130731267","media":"Tiger Newspress","summary":"Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.Daily Journ","content":"<html><head></head><body><p>Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.<img src=\"https://static.tigerbbs.com/488a162893649e5b430e83e3f2d7b60d\" tg-width=\"767\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Fell Over 1% in Premarket Trading, though Charlie Munger Doubles down on it in Q4\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-05 17:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.<img src=\"https://static.tigerbbs.com/488a162893649e5b430e83e3f2d7b60d\" tg-width=\"767\" tg-height=\"565\" referrerpolicy=\"no-referrer\"/>Daily Journal Corp, the publishing and technology company in which Warren Buffett&#39;s longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.</p><p>The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130731267","content_text":"Alibaba fell over 1% in premarket trading, though Charlie Mungerdoubles down on it in Q4.Daily Journal Corp, the publishing and technology company in which Warren Buffett's longtime business partner Charlie Munger is chairman, said it has nearly doubled its stake in Chinese e-commerce giant Alibaba Group Holding.The U.S. company raised its holding by 99.3% to 602,060 sponsored American Depository Shares as of Dec. 31, Daily Journal said in a regulatory filing on Tuesday, making the stake worth about $72 million as of Jan. 4.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970432144,"gmtCreate":1684803998589,"gmtModify":1684804003317,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank(FRCB)$&nbsp;</a>P/B=0.35 when they stop trading.&nbsp;","listText":"<a href=\"https://ttm.financial/S/FRCB\">$First Republic Bank(FRCB)$&nbsp;</a>P/B=0.35 when they stop trading.&nbsp;","text":"$First Republic Bank(FRCB)$ P/B=0.35 when they stop trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9970432144","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578091555231876","authorId":"3578091555231876","name":"StreetCat","avatar":"https://community-static.tradeup.com/news/10240289f5373e15472b574f0d2f37a8","crmLevel":7,"crmLevelSwitch":1,"idStr":"3578091555231876","authorIdStr":"3578091555231876"},"content":"Are their banks shuttered and employees all fired?","text":"Are their banks shuttered and employees all fired?","html":"Are their banks shuttered and employees all fired?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901064462,"gmtCreate":1659100161356,"gmtModify":1676536257456,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1)&nbsp;Shake a massive&nbsp;sell for accumulation or (2)&nbsp;Baba will totally trash after report? &nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1)&nbsp;Shake a massive&nbsp;sell for accumulation or (2)&nbsp;Baba will totally trash after report? &nbsp;","text":"$Alibaba(BABA)$Why do Baba release news that Jack consider to cede Ant right time of Q2 report 04 August? (1) Shake a massive sell for accumulation or (2) Baba will totally trash after report?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901064462","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574895228566973","authorId":"3574895228566973","name":"Divihungry","avatar":"https://community-static.tradeup.com/news/8ea13ad65e835222314e28955f70eb77","crmLevel":4,"crmLevelSwitch":1,"idStr":"3574895228566973","authorIdStr":"3574895228566973"},"content":"accumulation to rdy delist in 2024 or 2025","text":"accumulation to rdy delist in 2024 or 2025","html":"accumulation to rdy delist in 2024 or 2025"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909794620,"gmtCreate":1658922089461,"gmtModify":1676536228973,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909794620","repostId":"1197887788","repostType":2,"repost":{"id":"1197887788","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1658921837,"share":"https://ttm.financial/m/news/1197887788?lang=&edition=fundamental","pubTime":"2022-07-27 19:37","market":"us","language":"en","title":"Boeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1197887788","media":"Tiger Newspress","summary":"Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but ","content":"<html><head></head><body><p>Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but the aircraft manufacturer stuck with its forecast to return to free cash flow in 2022.</p><p>Boeing shares gained 3.27% in premarket trading.<img src=\"https://static.tigerbbs.com/c2071e1d113eb67fc0081eac107eb40e\" tg-width=\"831\" tg-height=\"832\" referrerpolicy=\"no-referrer\"/>The company is fresh from winning high-profile ordersat the Farnborough Air Show like those for 100 737 Max 10s from Delta Air Lines.</p><p>Here’s how the company performed compared with analysts’ estimates complied by Refinitiv:</p><ul><li>Adjusted loss per share: 37 cents vs an expected loss 14 cents.</li><li>Revenue: $16.68 billion vs. $17.57 billion expected.</li></ul><p>CEO Dave Calhoun earlier this month said that the company is producing an average of 31 737 Max jetliners each month. He said the company won’traise production too quicklybecause of supply chain and labor constraints.</p><p>“Even with demand high, we won’t chase production rates or push our system too fast,” Calhoun said in a staff note on Wednesday. “With safety and quality at the forefront, we will prioritize stability and predictability.”</p><p>He also reiterated that Boeing is “in the final stages” of preparations to resume deliveries of its 787 Dreamliners, which have been paused for more than a year after manufacturing flaws were detected.</p><p>Boeing executives will discuss results with analysts at 10:30 a.m. Wednesday, when they are likely to face questions about the 737 Max’s return to flying in key aircraft customer China, timing on the 777X and its cash flow forecast for this and next year.</p><p>Analysts are also likely to ask Boeing’s leaders to outline when they expect to win U.S. certification of the 737 Max 10, the largest in the Max family.</p><p>Boeing shares are down more than 22% so far this year. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing Results Fall Short of Estimates but Manufacturer Still Expects to Be Cash Flow Positive This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-27 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but the aircraft manufacturer stuck with its forecast to return to free cash flow in 2022.</p><p>Boeing shares gained 3.27% in premarket trading.<img src=\"https://static.tigerbbs.com/c2071e1d113eb67fc0081eac107eb40e\" tg-width=\"831\" tg-height=\"832\" referrerpolicy=\"no-referrer\"/>The company is fresh from winning high-profile ordersat the Farnborough Air Show like those for 100 737 Max 10s from Delta Air Lines.</p><p>Here’s how the company performed compared with analysts’ estimates complied by Refinitiv:</p><ul><li>Adjusted loss per share: 37 cents vs an expected loss 14 cents.</li><li>Revenue: $16.68 billion vs. $17.57 billion expected.</li></ul><p>CEO Dave Calhoun earlier this month said that the company is producing an average of 31 737 Max jetliners each month. He said the company won’traise production too quicklybecause of supply chain and labor constraints.</p><p>“Even with demand high, we won’t chase production rates or push our system too fast,” Calhoun said in a staff note on Wednesday. “With safety and quality at the forefront, we will prioritize stability and predictability.”</p><p>He also reiterated that Boeing is “in the final stages” of preparations to resume deliveries of its 787 Dreamliners, which have been paused for more than a year after manufacturing flaws were detected.</p><p>Boeing executives will discuss results with analysts at 10:30 a.m. Wednesday, when they are likely to face questions about the 737 Max’s return to flying in key aircraft customer China, timing on the 777X and its cash flow forecast for this and next year.</p><p>Analysts are also likely to ask Boeing’s leaders to outline when they expect to win U.S. certification of the 737 Max 10, the largest in the Max family.</p><p>Boeing shares are down more than 22% so far this year. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197887788","content_text":"Boeingon Wednesday reported revenue and an adjusted loss that fell short of analysts’ estimates but the aircraft manufacturer stuck with its forecast to return to free cash flow in 2022.Boeing shares gained 3.27% in premarket trading.The company is fresh from winning high-profile ordersat the Farnborough Air Show like those for 100 737 Max 10s from Delta Air Lines.Here’s how the company performed compared with analysts’ estimates complied by Refinitiv:Adjusted loss per share: 37 cents vs an expected loss 14 cents.Revenue: $16.68 billion vs. $17.57 billion expected.CEO Dave Calhoun earlier this month said that the company is producing an average of 31 737 Max jetliners each month. He said the company won’traise production too quicklybecause of supply chain and labor constraints.“Even with demand high, we won’t chase production rates or push our system too fast,” Calhoun said in a staff note on Wednesday. “With safety and quality at the forefront, we will prioritize stability and predictability.”He also reiterated that Boeing is “in the final stages” of preparations to resume deliveries of its 787 Dreamliners, which have been paused for more than a year after manufacturing flaws were detected.Boeing executives will discuss results with analysts at 10:30 a.m. Wednesday, when they are likely to face questions about the 737 Max’s return to flying in key aircraft customer China, timing on the 777X and its cash flow forecast for this and next year.Analysts are also likely to ask Boeing’s leaders to outline when they expect to win U.S. certification of the 737 Max 10, the largest in the Max family.Boeing shares are down more than 22% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188836999127088,"gmtCreate":1687128484304,"gmtModify":1687128488506,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Intel standstills for a long now","listText":"Intel standstills for a long now","text":"Intel standstills for a long now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188836999127088","repostId":"2344489557","repostType":2,"repost":{"id":"2344489557","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1687128173,"share":"https://ttm.financial/m/news/2344489557?lang=&edition=fundamental","pubTime":"2023-06-19 06:42","market":"us","language":"en","title":"Intel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2344489557","media":"Reuters","summary":"JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in ","content":"<html><head></head><body><p style=\"text-align: start;\">JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in Israel, Prime Minister Benjamin Netanyahu said on Sunday, calling it the largest-ever international investment in the country.</p><p style=\"text-align: start;\">The factory in Kiryat Gat is due to open in 2027, to operate through 2035 at least and to employ thousands of people, Israel&#39;s Finance Ministry said. Under the deal Intel will pay a 7.5% tax rate, up from the current 5%, the ministry added.</p><p>During its almost five decades of operations in Israel, Intel has grown to become the country&#39;s largest privately held employer and exporter and a leader of the local electronics and information industry, according to the company&#39;s website.</p><p style=\"text-align: start;\">In 2017, Intel bought Israel-based Mobileye Global Inc, which develops and deploys advanced driver-assistance systems, for $15 billion. Intel took Mobileye public last year.</p><p>Announcing the deal in televised remarks to his cabinet, Netanyahu called it &#34;a tremendous achievement for the Israeli economy - 90 billion shekels ($25 billion) - the largest investment ever by an international company in Israel&#34;.</p><p>In a statement, Intel said its Israel operations had &#34;played a crucial role&#34; in the company&#39;s global success.</p><p style=\"text-align: start;\">&#34;Our intention to expand manufacturing capacity in Israel is driven by our commitment to meeting future manufacturing needs ... and we appreciate the continued support of the Israeli government,&#34; it said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says</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\">\nIntel to Invest $25 Billion in Israel Factory in Record Deal, Netanyahu Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-06-19 06:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in Israel, Prime Minister Benjamin Netanyahu said on Sunday, calling it the largest-ever international investment in the country.</p><p style=\"text-align: start;\">The factory in Kiryat Gat is due to open in 2027, to operate through 2035 at least and to employ thousands of people, Israel&#39;s Finance Ministry said. Under the deal Intel will pay a 7.5% tax rate, up from the current 5%, the ministry added.</p><p>During its almost five decades of operations in Israel, Intel has grown to become the country&#39;s largest privately held employer and exporter and a leader of the local electronics and information industry, according to the company&#39;s website.</p><p style=\"text-align: start;\">In 2017, Intel bought Israel-based Mobileye Global Inc, which develops and deploys advanced driver-assistance systems, for $15 billion. Intel took Mobileye public last year.</p><p>Announcing the deal in televised remarks to his cabinet, Netanyahu called it &#34;a tremendous achievement for the Israeli economy - 90 billion shekels ($25 billion) - the largest investment ever by an international company in Israel&#34;.</p><p>In a statement, Intel said its Israel operations had &#34;played a crucial role&#34; in the company&#39;s global success.</p><p style=\"text-align: start;\">&#34;Our intention to expand manufacturing capacity in Israel is driven by our commitment to meeting future manufacturing needs ... and we appreciate the continued support of the Israeli government,&#34; it said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4157":"电子设备和仪器","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4579":"人工智能","INTC":"英特尔","BK4550":"红杉资本持仓","BK4588":"碎股","BK4141":"半导体产品","BK4512":"苹果概念","BK4124":"机动车零配件与设备"},"source_url":"https://finance.yahoo.com/news/intel-build-25-billion-factory-084222814.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2344489557","content_text":"JERUSALEM, June 18 (Reuters) - U.S. chipmaker Intel Corp will spend $25 billion on a new factory in Israel, Prime Minister Benjamin Netanyahu said on Sunday, calling it the largest-ever international investment in the country.The factory in Kiryat Gat is due to open in 2027, to operate through 2035 at least and to employ thousands of people, Israel's Finance Ministry said. Under the deal Intel will pay a 7.5% tax rate, up from the current 5%, the ministry added.During its almost five decades of operations in Israel, Intel has grown to become the country's largest privately held employer and exporter and a leader of the local electronics and information industry, according to the company's website.In 2017, Intel bought Israel-based Mobileye Global Inc, which develops and deploys advanced driver-assistance systems, for $15 billion. Intel took Mobileye public last year.Announcing the deal in televised remarks to his cabinet, Netanyahu called it \"a tremendous achievement for the Israeli economy - 90 billion shekels ($25 billion) - the largest investment ever by an international company in Israel\".In a statement, Intel said its Israel operations had \"played a crucial role\" in the company's global success.\"Our intention to expand manufacturing capacity in Israel is driven by our commitment to meeting future manufacturing needs ... and we appreciate the continued support of the Israeli government,\" it said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172633861,"gmtCreate":1626957601353,"gmtModify":1703481304013,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Really good news for some and bad for others. Enjoy trading!&nbsp;","listText":"Really good news for some and bad for others. Enjoy trading!&nbsp;","text":"Really good news for some and bad for others. Enjoy trading!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172633861","repostId":"1136039581","repostType":4,"repost":{"id":"1136039581","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626957159,"share":"https://ttm.financial/m/news/1136039581?lang=&edition=fundamental","pubTime":"2021-07-22 20:32","market":"us","language":"en","title":"U.S. weekly jobless claims total 419,000 vs. 350,000 estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=1136039581","media":"Tiger Newspress","summary":"(July 22) U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.\nTota","content":"<p>(July&nbsp;22)&nbsp;U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.</p>\n<p><b>Total Number Of Americans On The Dole Plunges By 1.2 Million As States Cut Off Emergency Aid</b></p>\n<p>This was not supposed to happen.</p>\n<p>Initial jobless claims jumped significantly last week as<b>419,000 Americans filed for jobless benefits for the first time</b>(well above the prior week's 368k and expectations of a 350k print)...</p>\n<p><img src=\"https://static.tigerbbs.com/d8eda8482fbe99bba871d16bc5379532\" tg-width=\"980\" tg-height=\"584\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p>\n<p>Michigan and Texas saw the biggest jump in claims while New York and Oklahoma saw the best improvement...</p>\n<p><img src=\"https://static.tigerbbs.com/fcb4d834111a6ca8db1254f129a11ecc\" tg-width=\"1207\" tg-height=\"1276\" width=\"100%\" height=\"auto\">'Traditional'<i>c</i>ontinuing claims were basically unchanged over the prior week's revision.</p>\n<p>There is some good news though,<b>the total number of claims plunged by over 1.2 million last week</b>(driven by a plunge in pandemic specific aid as states began shutting off the handouts)...</p>\n<p><img src=\"https://static.tigerbbs.com/b4b991ebbb0b2782ffdd1e3059e2fc78\" tg-width=\"711\" tg-height=\"215\" width=\"100%\" height=\"auto\">But, we note that overall, there remains over 12.5 million Americans on some form of government dole...</p>\n<p><img src=\"https://static.tigerbbs.com/3fe2aeac47f3bbf3eaeb7d11fd96edd3\" tg-width=\"980\" tg-height=\"586\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>For context, that compares to the less than 2 million pre-pandemic-lockdowns.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. weekly jobless claims total 419,000 vs. 350,000 estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. weekly jobless claims total 419,000 vs. 350,000 estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-22 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July&nbsp;22)&nbsp;U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.</p>\n<p><b>Total Number Of Americans On The Dole Plunges By 1.2 Million As States Cut Off Emergency Aid</b></p>\n<p>This was not supposed to happen.</p>\n<p>Initial jobless claims jumped significantly last week as<b>419,000 Americans filed for jobless benefits for the first time</b>(well above the prior week's 368k and expectations of a 350k print)...</p>\n<p><img src=\"https://static.tigerbbs.com/d8eda8482fbe99bba871d16bc5379532\" tg-width=\"980\" tg-height=\"584\" width=\"100%\" height=\"auto\"><i>Source: Bloomberg</i></p>\n<p>Michigan and Texas saw the biggest jump in claims while New York and Oklahoma saw the best improvement...</p>\n<p><img src=\"https://static.tigerbbs.com/fcb4d834111a6ca8db1254f129a11ecc\" tg-width=\"1207\" tg-height=\"1276\" width=\"100%\" height=\"auto\">'Traditional'<i>c</i>ontinuing claims were basically unchanged over the prior week's revision.</p>\n<p>There is some good news though,<b>the total number of claims plunged by over 1.2 million last week</b>(driven by a plunge in pandemic specific aid as states began shutting off the handouts)...</p>\n<p><img src=\"https://static.tigerbbs.com/b4b991ebbb0b2782ffdd1e3059e2fc78\" tg-width=\"711\" tg-height=\"215\" width=\"100%\" height=\"auto\">But, we note that overall, there remains over 12.5 million Americans on some form of government dole...</p>\n<p><img src=\"https://static.tigerbbs.com/3fe2aeac47f3bbf3eaeb7d11fd96edd3\" tg-width=\"980\" tg-height=\"586\" width=\"100%\" height=\"auto\"></p>\n<p><i>Source: Bloomberg</i></p>\n<p>For context, that compares to the less than 2 million pre-pandemic-lockdowns.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136039581","content_text":"(July 22) U.S. initial jobless claims jump 51,000 to 419,000 in mid-July, vs. 350,000 estimate.\nTotal Number Of Americans On The Dole Plunges By 1.2 Million As States Cut Off Emergency Aid\nThis was not supposed to happen.\nInitial jobless claims jumped significantly last week as419,000 Americans filed for jobless benefits for the first time(well above the prior week's 368k and expectations of a 350k print)...\nSource: Bloomberg\nMichigan and Texas saw the biggest jump in claims while New York and Oklahoma saw the best improvement...\n'Traditional'continuing claims were basically unchanged over the prior week's revision.\nThere is some good news though,the total number of claims plunged by over 1.2 million last week(driven by a plunge in pandemic specific aid as states began shutting off the handouts)...\nBut, we note that overall, there remains over 12.5 million Americans on some form of government dole...\n\nSource: Bloomberg\nFor context, that compares to the less than 2 million pre-pandemic-lockdowns.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343532943438080,"gmtCreate":1724899873385,"gmtModify":1724899877169,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.&nbsp;","text":"$NVIDIA Corp(NVDA)$ Good Nvidia, tks for discount, LoL. Just load nvidia in porfolio. Will buy more if it is cheaper :). Nice drop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/343532943438080","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093561479903300","authorId":"4093561479903300","name":"SPACE ROCKET","avatar":"https://community-static.tradeup.com/news/67ecba742430a57a532b690885139baa","crmLevel":9,"crmLevelSwitch":1,"idStr":"4093561479903300","authorIdStr":"4093561479903300"},"content":"Will drop more in the weeks and months to come.","text":"Will drop more in the weeks and months to come.","html":"Will drop more in the weeks and months to come."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986912404,"gmtCreate":1666875916908,"gmtModify":1676537821165,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Time to buy for long investment, 6-12 months Withx2 x3 revenue","listText":"Time to buy for long investment, 6-12 months Withx2 x3 revenue","text":"Time to buy for long investment, 6-12 months Withx2 x3 revenue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9986912404","repostId":"1178169124","repostType":2,"repost":{"id":"1178169124","kind":"news","pubTimestamp":1666875309,"share":"https://ttm.financial/m/news/1178169124?lang=&edition=fundamental","pubTime":"2022-10-27 20:55","market":"us","language":"en","title":"Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=1178169124","media":"Barron's","summary":"Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earn","content":"<html><head></head><body><p>Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.</p><p>The stock market carnage suggests that Wall Street is running out of patience with Meta’s (ticker: META) corporate strategy. Investors are clearly dismayed by the company’s plans to aggressively boost spending on the metaverse and other projects in 2023.</p><p>The disappointing results from the parent of Facebook, Instagram, and WhatsApp makes three straight weak earnings reports from the tech megacaps, followingresultson Tuesday from both Microsoft (MSFT) and Alphabet (GOOGL). Amazon (AMZN) and Apple (AAPL) report Thursday afternoon.</p><p>Meta posted revenue of $27.7 billion for its third quarter, down 4% from a year ago, up about 2% in constant currency, and essentially in line with Street forecasts. Meta’s guidance had called for revenue of between $26 billion and $28.5 billion. Meta earned $1.64 a share in the quarter, falling well shy of Street consensus at $1.90 a share.</p><p>“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” CEO Mark Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”</p><p>The stock slid throughout the afternoon, accelerating during the company’s earnings conference call as Meta provided little comfort to investors about the outlook. As the call neared completion, the stock was down 22% in premarket trading Thursday.</p><p>This has been a rough year for Meta and the company’s shareholders. There is new competition from TikTok and others. There are ongoing ad-targeting issues tied to Apple’s renewed focus on privacy protections for iPhone users as well as disappointing monetization for Reels—all amid the softening global economy. And investors remain largely skeptical about prospects for the metaverse.</p><p>The third-quarter results will do nothing to improve the market’s assessment of the stock, which now has declined about 70% since its November 2021 peak. Among other things, Zuckerberg showed no signs of backing away from the company’s aggressive investment plans for the Metaverse. And there seems to be no sign of improvement in the company’s core advertising business.</p><p>Meta’s outlook for the December quarter calls for revenue of $30 billion to $32.5 billion, at the midpoint of that range it is well short of the Street consensus forecast of $32.4 billion.</p><p>The company said in its earnings press release that it is “making some significant changes” to operate more efficiently, and will hold some teams flat in 2023 in terms of head count, while shrinking others. Meta says it expects 2023 year-end head count to be about flat with Q3 2022 levels.</p><p>Meta now expects 2022 total expenses to be in the $85 billion to $87 billion range, a slight tweak from its previous forecast for $85 billion to $88 billion; the new range includes $900 million in charges for consolidating office facilities.</p><p>Meta projects 2023 expenses in the range of $96 billion to $101 billion, including $2 billion in office consolidation charges. At the midpoint of the range, that would be a 15% hike in expenses. That forecast is likely one reason the stock is getting pummeled—investors have been urging Meta to slash spending.</p><p>In an open letter to CEO Mark Zuckerberg and the Meta board earlier this week, Altimeter Capital COE Brad Gerstner urged Meta to cut staff by 20%, reduce capital spending by $5 billion a year and cap spending on the metaverse to no more than $5 billion annually. Meta doesn’t appear to be following his advice.</p><p>Meta said it expects operating losses from its Reality Labs unit, which include virtual reality headsets and development of the metaverse, to “grow significantly year over year” in 2023. “Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run,” the company said.</p><p>In the quarter, Meta lost $3.7 billion in the Reality Labs unit. The “family of apps” segment—the core social media business—had income from operations of $9.3 billion. Advertising revenue in the quarter was $27.2 billion, down 3.6% from a year earlier.</p><p>Meta said it expects capital spending of $32 billion to $33 billion this year, and $34 billion to $39 billion next year, “driven by our investments in data centers, servers, and network infrastructure.” The range is well above the Street consensus forecast for capital spending for 2023 of $29 billion. The company added that “an increase in AI capacity is driving substantially all of our capital expenditure growth in 2023.”</p><p>On the news, shares of companies viewed as likely beneficiaries of the company’s aggressive spending plan soared in premarket trading Thursday, with Arista Networks(ANET) up 9.1%, Nvidia (NVDA) up 4.9% and Advanced Micro Devices (AMD) up 2.8%.</p></body></html>","source":"lsy1610680873436","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>Meta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's Earnings Send Shares Plummeting. It's More Bad News for Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 20:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.The stock...</p>\n\n<a href=\"https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","AMD":"美国超微公司","AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/meta-facebook-earnings-stock-price-51666735047?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178169124","content_text":"Meta Platforms shares were getting pummeled following the company’s disappointing third-quarter earnings announcement, as a weak advertising environment took a toll on the social media giant.The stock market carnage suggests that Wall Street is running out of patience with Meta’s (ticker: META) corporate strategy. Investors are clearly dismayed by the company’s plans to aggressively boost spending on the metaverse and other projects in 2023.The disappointing results from the parent of Facebook, Instagram, and WhatsApp makes three straight weak earnings reports from the tech megacaps, followingresultson Tuesday from both Microsoft (MSFT) and Alphabet (GOOGL). Amazon (AMZN) and Apple (AAPL) report Thursday afternoon.Meta posted revenue of $27.7 billion for its third quarter, down 4% from a year ago, up about 2% in constant currency, and essentially in line with Street forecasts. Meta’s guidance had called for revenue of between $26 billion and $28.5 billion. Meta earned $1.64 a share in the quarter, falling well shy of Street consensus at $1.90 a share.“While we face near-term challenges on revenue, the fundamentals are there for a return to stronger revenue growth,” CEO Mark Zuckerberg said in a statement. “We’re approaching 2023 with a focus on prioritization and efficiency that will help us navigate the current environment and emerge an even stronger company.”The stock slid throughout the afternoon, accelerating during the company’s earnings conference call as Meta provided little comfort to investors about the outlook. As the call neared completion, the stock was down 22% in premarket trading Thursday.This has been a rough year for Meta and the company’s shareholders. There is new competition from TikTok and others. There are ongoing ad-targeting issues tied to Apple’s renewed focus on privacy protections for iPhone users as well as disappointing monetization for Reels—all amid the softening global economy. And investors remain largely skeptical about prospects for the metaverse.The third-quarter results will do nothing to improve the market’s assessment of the stock, which now has declined about 70% since its November 2021 peak. Among other things, Zuckerberg showed no signs of backing away from the company’s aggressive investment plans for the Metaverse. And there seems to be no sign of improvement in the company’s core advertising business.Meta’s outlook for the December quarter calls for revenue of $30 billion to $32.5 billion, at the midpoint of that range it is well short of the Street consensus forecast of $32.4 billion.The company said in its earnings press release that it is “making some significant changes” to operate more efficiently, and will hold some teams flat in 2023 in terms of head count, while shrinking others. Meta says it expects 2023 year-end head count to be about flat with Q3 2022 levels.Meta now expects 2022 total expenses to be in the $85 billion to $87 billion range, a slight tweak from its previous forecast for $85 billion to $88 billion; the new range includes $900 million in charges for consolidating office facilities.Meta projects 2023 expenses in the range of $96 billion to $101 billion, including $2 billion in office consolidation charges. At the midpoint of the range, that would be a 15% hike in expenses. That forecast is likely one reason the stock is getting pummeled—investors have been urging Meta to slash spending.In an open letter to CEO Mark Zuckerberg and the Meta board earlier this week, Altimeter Capital COE Brad Gerstner urged Meta to cut staff by 20%, reduce capital spending by $5 billion a year and cap spending on the metaverse to no more than $5 billion annually. Meta doesn’t appear to be following his advice.Meta said it expects operating losses from its Reality Labs unit, which include virtual reality headsets and development of the metaverse, to “grow significantly year over year” in 2023. “Beyond 2023, we expect to pace Reality Labs investments such that we can achieve our goal of growing overall company operating income in the long run,” the company said.In the quarter, Meta lost $3.7 billion in the Reality Labs unit. The “family of apps” segment—the core social media business—had income from operations of $9.3 billion. Advertising revenue in the quarter was $27.2 billion, down 3.6% from a year earlier.Meta said it expects capital spending of $32 billion to $33 billion this year, and $34 billion to $39 billion next year, “driven by our investments in data centers, servers, and network infrastructure.” The range is well above the Street consensus forecast for capital spending for 2023 of $29 billion. The company added that “an increase in AI capacity is driving substantially all of our capital expenditure growth in 2023.”On the news, shares of companies viewed as likely beneficiaries of the company’s aggressive spending plan soared in premarket trading Thursday, with Arista Networks(ANET) up 9.1%, Nvidia (NVDA) up 4.9% and Advanced Micro Devices (AMD) up 2.8%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907934793,"gmtCreate":1660124213415,"gmtModify":1703478159539,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Good time to buy a good stock when sofbank has to release it","listText":"Good time to buy a good stock when sofbank has to release it","text":"Good time to buy a good stock when sofbank has to release it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907934793","repostId":"1165061119","repostType":2,"repost":{"id":"1165061119","kind":"news","pubTimestamp":1660123500,"share":"https://ttm.financial/m/news/1165061119?lang=&edition=fundamental","pubTime":"2022-08-10 17:25","market":"us","language":"en","title":"SoftBank Expects $34 Billion Gain From Selling Alibaba Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=1165061119","media":"Bloomberg","summary":"SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward c","content":"<html><head></head><body><p>SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba Group Holding Ltd. stock, a far larger windfall than previously reported.</p><p>The Japanese investment giant said its board approved Wednesday the early physical settlement of prepaid forward contracts corresponding to about 242 million American Depositary Receipts. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement, SoftBank said in a statement.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SoftBank Expects $34 Billion Gain From Selling Alibaba Shares</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\">\nSoftBank Expects $34 Billion Gain From Selling Alibaba Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-10/softbank-expects-34-billion-gain-from-selling-alibaba-shares?utm_source=google&utm_medium=bd&cmpId=google><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba Group Holding Ltd. stock, a far larger windfall than previously reported.The ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-10/softbank-expects-34-billion-gain-from-selling-alibaba-shares?utm_source=google&utm_medium=bd&cmpId=google\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","SFTBY":"软银集团"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-10/softbank-expects-34-billion-gain-from-selling-alibaba-shares?utm_source=google&utm_medium=bd&cmpId=google","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165061119","content_text":"SoftBank Group Corp. expects to post a 4.6 trillion yen ($34.1 billion) gain from settling forward contracts for Alibaba Group Holding Ltd. stock, a far larger windfall than previously reported.The Japanese investment giant said its board approved Wednesday the early physical settlement of prepaid forward contracts corresponding to about 242 million American Depositary Receipts. Its stake in Alibaba would fall to 14.6% from 23.7% as of the end of June after the settlement, SoftBank said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9062521904,"gmtCreate":1652084797808,"gmtModify":1676535026288,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"Time to buy","listText":"Time to buy","text":"Time to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9062521904","repostId":"1145113554","repostType":2,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097693265,"gmtCreate":1645427484478,"gmtModify":1676534027130,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests&nbsp;buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future.&nbsp;Good luck to all.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09988\">$Alibaba(09988)$</a>US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests&nbsp;buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future.&nbsp;Good luck to all.&nbsp;","text":"$Alibaba(09988)$US market down then all stocks down. US market up then all is up. Good buy for Baba 9988. Surely that it will up 10-20% within a few days. HK requests buy a bunch of 100 share or else I would like to buy. Will save some cash for HK in future. Good luck to all.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097693265","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371442095255768,"gmtCreate":1731693222609,"gmtModify":1731693226561,"author":{"id":"3581287088018362","authorId":"3581287088018362","name":"MartinOng","avatar":"https://community-static.tradeup.com/news/c40e6e2cfd4e49e72598980b656e47f6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581287088018362","authorIdStr":"3581287088018362"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Question, why Baba always reports in the&nbsp; bear&nbsp;market? Even the report is good but in a bear market it wont be bull but bear.&nbsp;","text":"$Alibaba(BABA)$ Question, why Baba always reports in the bear market? Even the report is good but in a bear market it wont be bull but bear.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371442095255768","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}