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2022-05-05
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AMD Crushes Estimates; Time to Get In?
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That’","content":"<div>\n<p>The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Crushes Estimates; Time to Get In?</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\">\nAMD Crushes Estimates; Time to Get In?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:14 GMT+8 <a href=https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190007574","content_text":"The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim. The company saw its stock gain 9.1% on Wednesday.I’m bullish on AMD right now. That’s largely thanks to the perfect-storm combination of increasing use cases for processing chips and the declining supply. This should add up to be a great thing for anyone making chips – like AMD.The last 12 months for AMD have seen ups and downs alike, though mostly in equal measure. May to November of 2021 saw AMD climb sufficient to double its share price from May 2021. November to May 2022, however, saw most of those gains lost.The latest news, meanwhile, offers some hope for investors. The company posted an amazing earnings report that featured analyst projections shattered. AMD turned in $1.13 per share in earnings, which beat Street forecasts of $0.91.Revenue came in at $5.89 billion adjusted, which beat estimates calling for $5.52 billion. Revenue represented a gain of 71% against this time last year, and earnings were up a staggering 117%.Wall Street’s TakeTurning to Wall Street, AMD has a Moderate Buy consensus rating. That’s based on 14 Buys and eight Holds assigned in the past three months. The average Advanced Micro Devices price target of $134.11 implies 43.1% upside potential.Analyst price targets range from a low of $98 per share to a high of $200 per share.Investor Sentiment Looks Positive for the ChipmakerSometimes, investor sentiment isn’t that clear. Sometimes, it’s much more so. AMD investor sentiment, meanwhile, is mostly clear and mostly positive.First, let’s check out the retail investors who hold portfolios on TipRanks. Retail investor involvement has increased substantially over the last month, though it’s tapered off a bit in recent days. In the last seven days, TipRanks portfolios with AMD are up 1.6%. In the last 30 days, they’re up 6.9%.Then there’s the matter of hedge funds. Hedge funds are very interested in AMD, the TipRanks 13-F Tracker reveals. Hedge funds have put more cash behind AMD every quarter since March 2021.The bump up from March to June is small but present. More pronounced increases followed in the next two quarters. In fact, December 2021’s involvement level is nearly double what it was in December 2020.There are two downside points to consider, however. AMD doesn’t pay a dividend, and there are no signs of a dividend to come. That’s bad news for income investors. Then there’s the matter of insider trading at AMD.Insider trading in the last three months is evenly matched, with four buy transactions and four sell transactions. In the last year, there were 21 buy transactions and 42 sell transactions.It’s important to note, however, that that selling activity mainly took place during AMD’s big run-up back in the May to November 2021 corridor. The buying kicked in on the downside, which is reasonable behavior for any investor.The Chip Shortage Continues, Making AMD’s Future BrighterThe good news—though it’s backhanded good news at best—is that the chip shortage is likely to continue for some time. Intel CEO Pat Gelsinger suggests that the chip shortage is likely to continue until at least 2024. Gelsinger suggests that “…constrained availability of key manufacturing tools” will become an issue.Meanwhile, Ford reported a 10.5% sales decline. Though this was a smaller sales loss than had been seen earlier, the chip shortage was still hurting car supplies. Supplies of PlayStation 5 units will likely continue to see shortfalls going into 2024 as well, reports note.Take these factors together, and suddenly, things look good for AMD. Not only will there be steady and rising demand for all its products—AMD itself looks for gains from increasing demand from data centers—but the ability of other firms to join the fray and pull market share will decline as well. That should open up a new opportunity for AMD to sell about as much as it can produce.Basically, there’s more demand than ever for chips. There’s a growing demand for things that you wouldn’t expect to have a chip in them but do somehow (like cars). There’s a growing demand for gaming consoles; the new console versions are spiking demand, especially with lingering concerns over COVID-19.Take the combination of ongoing high demand for AMD products, a declining number of firms that can even get into the market, and AMD’s recent drop in value over April, and that certainly suggests a course of action.Granted, some are concerned about the impacts of inflation on chip demand, and with good reason. When people are struggling to buy food, they’re not going to be too interested in a new computer.However, consider how wide the demand/supply gap is right now. Consider Ford’s “Ice Mountain.” Back in February, an array of new Broncos sat in an outdoor lot, awaiting the last chips needed to complete them.While inflation will certainly have an impact, it’s safe to say that the demand right now is sufficiently broad that it can accommodate a little inflation-fueled loss.Concluding ViewsDemand for computers is brisk across virtually every sector of the economy. Big data systems demand computers to search for actionable patterns. Smart homes need computers to operate their various voice-controlled systems. Gamers need computers to play the latest titles. The list just keeps going.With all these use cases on AMD’s side, even some inflation-induced losses aren’t likely to slow the overall trajectory of demand very much. That, combined with some attractive per-share pricing right now that’s well under highs, makes for a combination that’s hard to resist. That’s exactly why I’m bullish on AMD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038029818,"gmtCreate":1646700056545,"gmtModify":1676534151869,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038029818","repostId":"1198510306","repostType":2,"repost":{"id":"1198510306","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646696733,"share":"https://ttm.financial/m/news/1198510306?lang=&edition=fundamental","pubTime":"2022-03-08 07:45","market":"us","language":"zh","title":"昨夜今晨 | 纳指跌入熊市!能源价格飙升欧股入熊","url":"https://stock-news.laohu8.com/highlight/detail?id=1198510306","media":"老虎资讯综合","summary":"摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近","content":"<html><head></head><body><blockquote>摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘:冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌,标普跌近3%创逾一年最大跌幅,道指跌近800点,纳指跌超3%、跌入熊市,均创一年新低。道指跌2.37%,纳指跌3.62%,标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低,小牛电动跌近17%,财报显示Q4净利润同比下降18%;<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%,哔哩哔哩跌超8%;新能源汽车股走低,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%,一起教育涨超10%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%,<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油,原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油(WTI)上涨3.72美元,涨幅为3.2%,收于每桶119.40美元。FactSet数据显示,按照近月合约计算,这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅,早前一度飙升至近140美元的水平,之后回落,因美国表示正在考虑禁止进口俄罗斯原油,加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称,拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示,没有暂停进口俄罗斯能源的计划,加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级,令避险情绪高涨,推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元,涨幅1.5%,收于每盎司1995.90美元,盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平,DAX指数和欧元区斯托克50指数收盘进入熊市,因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2%,至2020年11月以来的最低水平,从1月份的创纪录高位累计下跌21%。欧元区斯托克50指数收盘下跌1.2%,也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%,达到相当于每桶原油超过600美元,市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金,促使企业购买交易所合约以避免支付现金,进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后,乌克兰代表团的一名成员表示,与俄罗斯关于停火和停止敌对行动的磋商将继续进行,相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示,俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示,俄方希望人道主义走廊从明天开始运行,乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升,土耳其周末期间出现抢购,民众在一家商店争抢较低价葵花籽油的视频引起热议;部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及,由于成本走高,过去一周部分未受补贴的面包价格大幅上涨;在大开罗地区,一包五片面饼的售价约为7.5埃及镑(0.48美元),而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响,最大的海运集装箱集团马士基(AMKBY.US)和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示,海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露,欧盟委员会正在规划结束对俄罗斯天然气依赖的路径,这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码,欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示,这份计划将于周二提交,内容包括寻找新的天然气来源和提高能源效率,目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明,已就制裁俄罗斯的法案大纲达成协议,表示将共同起草法案,暂停与俄罗斯和白俄罗斯的正常贸易关系,并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示,在美国、欧盟和英国对俄罗斯实施制裁后,该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示,面对俄乌两国之间的紧张局势,英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示,英国将在未来几天制定新的能源供应战略,并指出英国正在考虑使用更多自己的化石燃料。但他同时强调,英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡,在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称,欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令,帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口,主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道,这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期:消费者渴望重新出行</a></p><p>据报道,Uber上调了2022年第一季度业绩预期,原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中,Uber股价一度上涨约 2%。与此同时,竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会(SEC)的文件中称,现预计,今年第一季度调整后的EBITDA(息税折旧及摊销前利润) 将在1.3亿美元至1.5亿美元之间,高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道,英特尔公司3月7日宣布,旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会(SEC)秘密提交Form S-1注册声明草案,拟首次公开发行(IPO)Mobileye新股。目前,新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行,具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头:柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示,柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道,“在德国当局表示特斯拉可以在柏林的新工厂开始生产后,特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush:春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点(北京时间3月9日凌晨2点)举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE,以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为,以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级,目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%,被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一,全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%,从上周五所创的2019年5月中旬以来近三年高位大幅回落,接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称,与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排,后者提供1.5亿美元的无担保可多次提取信贷额度,以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风!优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后,西方国家对俄罗斯采取制裁措施的同时,欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场,但也有公司拒绝跟风,坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油:五天投了45亿美元,能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过,称他在上周五个交易日内豪掷45亿美元,买入了9120万股,按当前股价计算价值超过了50亿美元。</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>昨夜今晨 | 纳指跌入熊市!能源价格飙升欧股入熊</title>\n<style 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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\">\n昨夜今晨 | 纳指跌入熊市!能源价格飙升欧股入熊\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-08 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘:冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌,标普跌近3%创逾一年最大跌幅,道指跌近800点,纳指跌超3%、跌入熊市,均创一年新低。道指跌2.37%,纳指跌3.62%,标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低,小牛电动跌近17%,财报显示Q4净利润同比下降18%;<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%,哔哩哔哩跌超8%;新能源汽车股走低,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%,一起教育涨超10%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%,<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油,原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油(WTI)上涨3.72美元,涨幅为3.2%,收于每桶119.40美元。FactSet数据显示,按照近月合约计算,这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅,早前一度飙升至近140美元的水平,之后回落,因美国表示正在考虑禁止进口俄罗斯原油,加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称,拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示,没有暂停进口俄罗斯能源的计划,加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级,令避险情绪高涨,推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元,涨幅1.5%,收于每盎司1995.90美元,盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平,DAX指数和欧元区斯托克50指数收盘进入熊市,因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2%,至2020年11月以来的最低水平,从1月份的创纪录高位累计下跌21%。欧元区斯托克50指数收盘下跌1.2%,也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%,达到相当于每桶原油超过600美元,市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金,促使企业购买交易所合约以避免支付现金,进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后,乌克兰代表团的一名成员表示,与俄罗斯关于停火和停止敌对行动的磋商将继续进行,相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示,俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示,俄方希望人道主义走廊从明天开始运行,乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升,土耳其周末期间出现抢购,民众在一家商店争抢较低价葵花籽油的视频引起热议;部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及,由于成本走高,过去一周部分未受补贴的面包价格大幅上涨;在大开罗地区,一包五片面饼的售价约为7.5埃及镑(0.48美元),而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响,最大的海运集装箱集团马士基(AMKBY.US)和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示,海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露,欧盟委员会正在规划结束对俄罗斯天然气依赖的路径,这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码,欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示,这份计划将于周二提交,内容包括寻找新的天然气来源和提高能源效率,目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明,已就制裁俄罗斯的法案大纲达成协议,表示将共同起草法案,暂停与俄罗斯和白俄罗斯的正常贸易关系,并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示,在美国、欧盟和英国对俄罗斯实施制裁后,该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示,面对俄乌两国之间的紧张局势,英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示,英国将在未来几天制定新的能源供应战略,并指出英国正在考虑使用更多自己的化石燃料。但他同时强调,英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡,在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称,欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令,帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口,主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道,这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期:消费者渴望重新出行</a></p><p>据报道,Uber上调了2022年第一季度业绩预期,原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中,Uber股价一度上涨约 2%。与此同时,竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会(SEC)的文件中称,现预计,今年第一季度调整后的EBITDA(息税折旧及摊销前利润) 将在1.3亿美元至1.5亿美元之间,高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道,英特尔公司3月7日宣布,旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会(SEC)秘密提交Form S-1注册声明草案,拟首次公开发行(IPO)Mobileye新股。目前,新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行,具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头:柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示,柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道,“在德国当局表示特斯拉可以在柏林的新工厂开始生产后,特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush:春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点(北京时间3月9日凌晨2点)举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE,以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为,以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级,目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%,被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一,全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%,从上周五所创的2019年5月中旬以来近三年高位大幅回落,接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称,与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排,后者提供1.5亿美元的无担保可多次提取信贷额度,以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风!优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后,西方国家对俄罗斯采取制裁措施的同时,欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场,但也有公司拒绝跟风,坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油:五天投了45亿美元,能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过,称他在上周五个交易日内豪掷45亿美元,买入了9120万股,按当前股价计算价值超过了50亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"TQQQ":"纳指三倍做多ETF","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","03086":"华夏纳指","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198510306","content_text":"摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。海外市场1、收盘:冲突局势与通胀忧虑施压 美股收跌道指下挫800点美股周一大幅收跌,标普跌近3%创逾一年最大跌幅,道指跌近800点,纳指跌超3%、跌入熊市,均创一年新低。道指跌2.37%,纳指跌3.62%,标普500指数跌2.95%。2、热门中概股周一收盘大多走低 小牛电动跌近17% 哔哩哔哩跌超8%热门中概股周一收盘大多走低,小牛电动跌近17%,财报显示Q4净利润同比下降18%;流利说跌超17%,哔哩哔哩跌超8%;新能源汽车股走低,小鹏汽车跌近8%,理想汽车跌超5%,蔚来汽车跌超2%。阳光动力涨超28%,开心汽车涨超21%,一起教育涨超10%,网易有道涨超8%,微美全息涨超6%,好未来涨超4%,高途涨超3%。3、美或抵制俄国原油 美国WTI原油收高3.2%由于美英等国考虑禁止进口俄罗斯石油,原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油(WTI)上涨3.72美元,涨幅为3.2%,收于每桶119.40美元。FactSet数据显示,按照近月合约计算,这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧石油价格创有史以来最大单日波幅,早前一度飙升至近140美元的水平,之后回落,因美国表示正在考虑禁止进口俄罗斯原油,加剧了供应紧张的可能性。布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称,拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示,没有暂停进口俄罗斯能源的计划,加剧了市场的波动。5、黄金期货周一收高1.5% 盘中一度突破2000美元关口黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级,令避险情绪高涨,推动周一黄金期货价格一度突破每盎司2000美元关口。纽约商品交易所4月交割的黄金期货价格上涨29.30美元,涨幅1.5%,收于每盎司1995.90美元,盘中一度上涨至每盎司2007.50美元。6、欧洲股市在能源价格飙升之际跌入熊市欧洲股市跌至一年来的最低水平,DAX指数和欧元区斯托克50指数收盘进入熊市,因为油价飙升引发了高通胀将损伤经济增长的担忧。DAX指数收盘下跌2%,至2020年11月以来的最低水平,从1月份的创纪录高位累计下跌21%。欧元区斯托克50指数收盘下跌1.2%,也收于熊市。7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录欧洲基准天然气期货飙升79%,达到相当于每桶原油超过600美元,市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金,促使企业购买交易所合约以避免支付现金,进而导致期货价格进一步飙升。俄乌局势相关1、第三轮俄乌谈判无实质结果 停火磋商将继续进行第三轮俄乌谈判结束后,乌克兰代表团的一名成员表示,与俄罗斯关于停火和停止敌对行动的磋商将继续进行,相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示,俄乌第三轮会谈没取得能实质改善局势的结果。俄罗斯代表团团长梅津斯基则表示,俄方希望人道主义走廊从明天开始运行,乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。由于担心葵花籽油价格飙升,土耳其周末期间出现抢购,民众在一家商店争抢较低价葵花籽油的视频引起热议;部分连锁超市网站缺货在全球最大的小麦进口国埃及,由于成本走高,过去一周部分未受补贴的面包价格大幅上涨;在大开罗地区,一包五片面饼的售价约为7.5埃及镑(0.48美元),而一周前为5埃及镑。3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响,最大的海运集装箱集团马士基(AMKBY.US)和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。供应链咨询公司FourKites的格伦•克普克表示,海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。国际宏观1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%据两位知情官员透露,欧盟委员会正在规划结束对俄罗斯天然气依赖的路径,这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码,欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示,这份计划将于周二提交,内容包括寻找新的天然气来源和提高能源效率,目标是远早于2030年摆脱对俄罗斯的依赖。2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议美国参议院和众议院四位高层领导人发表声明,已就制裁俄罗斯的法案大纲达成协议,表示将共同起草法案,暂停与俄罗斯和白俄罗斯的正常贸易关系,并授权拜登政府提高面向两国的关税。3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停伦敦金银市场协会周一表示,在美国、欧盟和英国对俄罗斯实施制裁后,该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖英国首相鲍里斯·约翰逊表示,面对俄乌两国之间的紧张局势,英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示,英国将在未来几天制定新的能源供应战略,并指出英国正在考虑使用更多自己的化石燃料。但他同时强调,英国并没有放弃减少碳排放的承诺。5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令随着全球主要原油和粮食产地卷入动荡,在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称,欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令,帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的农产品进口,主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道,这些产品也是动物饲料的主要来源。公司新闻1、Uber调高第一季度业绩预期:消费者渴望重新出行据报道,Uber上调了2022年第一季度业绩预期,原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中,Uber股价一度上涨约 2%。与此同时,竞争对手Lyft的股价也上涨了2%以上。Uber在提交给美国证券交易委员会(SEC)的文件中称,现预计,今年第一季度调整后的EBITDA(息税折旧及摊销前利润) 将在1.3亿美元至1.5亿美元之间,高于之前预期的1亿美元至1.3亿美元之间。2、英特尔自动驾驶业务部门Mobileye秘密提交IPO申请据报道,英特尔公司3月7日宣布,旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会(SEC)秘密提交Form S-1注册声明草案,拟首次公开发行(IPO)Mobileye新股。目前,新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行,具体时间还要取决于市场和其他条件。3、特斯拉大多头:柏林“超级工厂”获批 该股最大悬念被清除特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示,柏林“超级工厂”获批生产对特斯拉来说至关重要。Ives写道,“在德国当局表示特斯拉可以在柏林的新工厂开始生产后,特斯拉股票‘最大悬念’已经被消除。”4、Wedbush:春季发布会即将召开 予苹果“跑赢大盘”评级苹果将于当地时间3月8日上午10点(北京时间3月9日凌晨2点)举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE,以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为,以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级,目标价为200美元。5、煤炭巨头皮博迪一度暴跌超24%,被迫在煤价飙升时追加大额保证金3月7日周一,全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%,从上周五所创的2019年5月中旬以来近三年高位大幅回落,接近抹去月内全部涨幅。这主要是由于公司发布公告称,与高盛达成一项融资安排,后者提供1.5亿美元的无担保可多次提取信贷额度,以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。6、拒绝跟风!优衣库创始人称将继续在俄经营业务俄乌冲突升级以后,西方国家对俄罗斯采取制裁措施的同时,欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场,但也有公司拒绝跟风,坚持继续运营在俄罗斯的业务。7、巴菲特谈增持西方石油:五天投了45亿美元,能买多少买多少伯克希尔哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持西方石油公司股份的经过,称他在上周五个交易日内豪掷45亿美元,买入了9120万股,按当前股价计算价值超过了50亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002020727,"gmtCreate":1641865103287,"gmtModify":1676533656658,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002020727","repostId":"1148753383","repostType":4,"repost":{"id":"1148753383","kind":"news","pubTimestamp":1641862221,"share":"https://ttm.financial/m/news/1148753383?lang=&edition=fundamental","pubTime":"2022-01-11 08:50","market":"us","language":"en","title":"High-flying Devon Energy Downgraded at BofA; Suncor Leads List of Oil Favorites","url":"https://stock-news.laohu8.com/highlight/detail?id=1148753383","media":"Seeking Alpha","summary":"Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain wa","content":"<html><head></head><body><ul><li>Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain was the best on the S&P 500 for the year, but Bank of America analyst Doug Leggate thinks Devon and some other top names likely are ready to take a breather.</li><li>Leggate downgrades Devon and Pioneer Natural Resources(NYSE:PXD)to Neutral from Buy, with respective $57 and $234 price targets, while cutting Marathon Oil(NYSE:MRO)and Coterra Energy(NYSE:CTRA)to Underperform from Neutral with $19 and $23 PTs, respectively.</li><li>In addition to the ratings changes, Leggate lists Suncor Energy(NYSE:SU)among his top ideas in the sector, citing its sector-low $35/bbl breakeven price and its dividend coverage, "setting the stage for leading cash return growth off an already compelling yield proposition (~5.3% dividend yield)."</li><li>Leggate also likes APA Corp.(NASDAQ:APA), ConocoPhillips(NYSE:COP), EOG Resources(NYSE:EOG), Exxon Mobil(NYSE:XOM), Hess(NYSE:HES), Occidental Petroleum(NYSE:OXY)and Ovintiv(NYSE:OVV)as his other top oil and gas picks for 2022.</li><li>Overall, Leggate sees U.S. oil stocks with ~30% valuation upside, even as the market takes a more rational approach to the transition to clean energy, as the capex discipline of recent years has positioned the group to return an unprecedented amount of cash to investors.</li><li>BofA also initiated Chesapeake Energy with aBuy rating and $90 price target.</li></ul></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>High-flying Devon Energy Downgraded at BofA; Suncor Leads List of Oil Favorites</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\">\nHigh-flying Devon Energy Downgraded at BofA; Suncor Leads List of Oil Favorites\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 08:50 GMT+8 <a href=https://seekingalpha.com/news/3786909-high-flying-devon-energy-downgraded-at-bofa-suncor-leads-list-of-oil-favorites><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain was the best on the S&P 500 for the year, but Bank of America analyst Doug Leggate thinks Devon and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3786909-high-flying-devon-energy-downgraded-at-bofa-suncor-leads-list-of-oil-favorites\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SU":"森科能源","DVN":"德文能源"},"source_url":"https://seekingalpha.com/news/3786909-high-flying-devon-energy-downgraded-at-bofa-suncor-leads-list-of-oil-favorites","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148753383","content_text":"Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain was the best on the S&P 500 for the year, but Bank of America analyst Doug Leggate thinks Devon and some other top names likely are ready to take a breather.Leggate downgrades Devon and Pioneer Natural Resources(NYSE:PXD)to Neutral from Buy, with respective $57 and $234 price targets, while cutting Marathon Oil(NYSE:MRO)and Coterra Energy(NYSE:CTRA)to Underperform from Neutral with $19 and $23 PTs, respectively.In addition to the ratings changes, Leggate lists Suncor Energy(NYSE:SU)among his top ideas in the sector, citing its sector-low $35/bbl breakeven price and its dividend coverage, \"setting the stage for leading cash return growth off an already compelling yield proposition (~5.3% dividend yield).\"Leggate also likes APA Corp.(NASDAQ:APA), ConocoPhillips(NYSE:COP), EOG Resources(NYSE:EOG), Exxon Mobil(NYSE:XOM), Hess(NYSE:HES), Occidental Petroleum(NYSE:OXY)and Ovintiv(NYSE:OVV)as his other top oil and gas picks for 2022.Overall, Leggate sees U.S. oil stocks with ~30% valuation upside, even as the market takes a more rational approach to the transition to clean energy, as the capex discipline of recent years has positioned the group to return an unprecedented amount of cash to investors.BofA also initiated Chesapeake Energy with aBuy rating and $90 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008671005,"gmtCreate":1641439244992,"gmtModify":1676533615844,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008671005","repostId":"1187040212","repostType":4,"repost":{"id":"1187040212","kind":"news","pubTimestamp":1641421238,"share":"https://ttm.financial/m/news/1187040212?lang=&edition=fundamental","pubTime":"2022-01-06 06:20","market":"us","language":"en","title":"The 3 Smartest Tech Stocks to Buy in 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1187040212","media":"Motley Fool","summary":"Meta, Veeva, and CrowdStrike will easily weather the near-term macro headwinds.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Meta will continue to benefit from the growth of the digital advertising, VR, and AR markets.</li><li>Veeva's cloud-based CRM platform will expand as more life science companies move their businesses online.</li><li>CrowdStrike's cloud-native cybersecurity platform will continue to disrupt legacy players that install on-site appliances.</li></ul><p>Tech stocks generally fall into two categories: Older companies that generate steady growth from mature technologies, and younger ones that focus on forward-thinking technologies and secular growth trends.</p><p>Over the past few months,rising inflation and higher interest rates caused many investors to rotate away from the younger companies and invest in the older blue-chip tech stocks as defensive plays.</p><p>That's a sound strategy, but investors can also leave a lot of money on the table by prematurely dumping all of their growth stocks. Instead, they should still buy promising growth stocks that aren't overly speculative.</p><p>Let's examine three tech stocks that fit that description -- <b>Meta Platforms</b>(NASDAQ:FB),<b>Veeva Systems</b>(NYSE:VEEV), and <b>CrowdStrike</b>(NASDAQ:CRWD) -- and why they could all still be smart buys this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4cc5068513dd5b5b1318d4261c55517\" tg-width=\"2000\" tg-height=\"1173\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: OCULUS.</span></p><p><b>1. Meta Platforms</b></p><p>Meta Platforms -- the parent company of Facebook, Instagram, WhatsApp, and Oculus -- is a great investment in the long-term growth of the digital advertising, augmented reality, and virtual reality markets.</p><p>A whopping 3.58 billion people, or nearly half of the world's population, use at least one of Meta's apps each month. That massive audience enabled Meta to build one of the world's top digital advertising platforms, which continued to grow even as it weathered antitrust probes, fines, and whistleblower scandals.</p><p>Meta still generates most of its revenue from ads, but it's likely sold over 10 million Oculus Quest 2 headsets over the past year, which gives it a firm hardware foundation to construct its VR metaverse. Horizon Worlds, its VR playground for Quest users, already marks the first major step toward the evolution of Meta's social networking platforms into VR experiences.</p><p>Meta faces near-term regulatory and platform-related challenges, but analysts still expect its revenue and earnings to grow 37% and 38%, respectively, this year. At 23 times forward earnings, Meta remains the cheapest FAANG stock and could head much higher in 2022 and beyond.</p><p><b>2. Veeva Systems</b></p><p>Veeva Systems provides cloud-based customer relationship management (CRM) software, data storage, and analytics services to more than 1,000 life science companies like <b>GlaxoSmithKline</b> and <b>Moderna</b>.</p><p>Veeva's platform helps those companies organize and maintain their customer relationships, store and analyze their data, and keep track of the latest industry regulations and clinical trials. Veeva doesn't face any meaningful competitors in this niche market, which has been steadily expanding as the competition heats up between big pharmaceutical and biotech companies.</p><p>Veeva's market dominance enabled it to grow its revenue at a compound annual growth rate (CAGR) of 29% from fiscal 2016 to fiscal 2021. Its adjusted net income increased at a CAGR of 45% over that period.</p><p>But Veeva's high-growth days aren't over yet. It expects its revenue to more than double again, from $1.47 billion in fiscal 2021 to about $3 billion in calendar 2025 (which includes most of fiscal 2026) as it launches more cloud-based services and locks in even more customers.</p><p>Veeva's stock might seem a bit pricey at 66 times forward earnings, but its reliable growth and dominance of the life sciences CRM market arguably justify its premium valuation and make it asmart growth stockto own.</p><p><b>3. CrowdStrike</b></p><p>Most traditional cybersecurity companies provide their services through on-site appliances. However, those appliances require constant maintenance and can be expensive to scale as a company expands.</p><p>CrowdStrike addresses those problems with Falcon, a cloud-native cybersecurity platform that doesn't require any on-site appliances. Falcon served 14,687 subscription customers in its latest quarter, a near-sixfold increase from just 2,516 subscription customers at the beginning of 2019.</p><p>CrowdStrike's revenue surged 93% in fiscal 2020, and rose 82% in fiscal 2021 (which ended this January). It anticipates 63% to 64% growth in fiscal 2022. Analysts expect its revenue to increase another 40% in fiscal 2023. It also turned profitable on an adjusted basis in fiscal 2021, and analysts forecast its adjusted earnings to grow 115% this year and rise 55% next year.</p><p>CrowdStrike continues to expand as it adds more cloud-based modules to Falcon, and its dollar-based net retention rate has remained comfortably above 120% ever since its IPO in mid-2019.</p><p>CrowdStrike's stock is undeniably expensive at over 220 times forward earnings and 22 times next year's sales. However, its high growth rates and disruptive cloud-based approach should still make it one of the best long-term plays on the growing cybersecurity market.</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>The 3 Smartest Tech Stocks to Buy in 2022 and Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 3 Smartest Tech Stocks to Buy in 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 06:20 GMT+8 <a href=https://www.fool.com/investing/2022/01/05/the-3-smartest-tech-stocks-to-buy-in-2022-and-beyo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsMeta will continue to benefit from the growth of the digital advertising, VR, and AR markets.Veeva's cloud-based CRM platform will expand as more life science companies move their businesses...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/05/the-3-smartest-tech-stocks-to-buy-in-2022-and-beyo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","VEEV":"Veeva Systems Inc."},"source_url":"https://www.fool.com/investing/2022/01/05/the-3-smartest-tech-stocks-to-buy-in-2022-and-beyo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187040212","content_text":"Key PointsMeta will continue to benefit from the growth of the digital advertising, VR, and AR markets.Veeva's cloud-based CRM platform will expand as more life science companies move their businesses online.CrowdStrike's cloud-native cybersecurity platform will continue to disrupt legacy players that install on-site appliances.Tech stocks generally fall into two categories: Older companies that generate steady growth from mature technologies, and younger ones that focus on forward-thinking technologies and secular growth trends.Over the past few months,rising inflation and higher interest rates caused many investors to rotate away from the younger companies and invest in the older blue-chip tech stocks as defensive plays.That's a sound strategy, but investors can also leave a lot of money on the table by prematurely dumping all of their growth stocks. Instead, they should still buy promising growth stocks that aren't overly speculative.Let's examine three tech stocks that fit that description -- Meta Platforms(NASDAQ:FB),Veeva Systems(NYSE:VEEV), and CrowdStrike(NASDAQ:CRWD) -- and why they could all still be smart buys this year.IMAGE SOURCE: OCULUS.1. Meta PlatformsMeta Platforms -- the parent company of Facebook, Instagram, WhatsApp, and Oculus -- is a great investment in the long-term growth of the digital advertising, augmented reality, and virtual reality markets.A whopping 3.58 billion people, or nearly half of the world's population, use at least one of Meta's apps each month. That massive audience enabled Meta to build one of the world's top digital advertising platforms, which continued to grow even as it weathered antitrust probes, fines, and whistleblower scandals.Meta still generates most of its revenue from ads, but it's likely sold over 10 million Oculus Quest 2 headsets over the past year, which gives it a firm hardware foundation to construct its VR metaverse. Horizon Worlds, its VR playground for Quest users, already marks the first major step toward the evolution of Meta's social networking platforms into VR experiences.Meta faces near-term regulatory and platform-related challenges, but analysts still expect its revenue and earnings to grow 37% and 38%, respectively, this year. At 23 times forward earnings, Meta remains the cheapest FAANG stock and could head much higher in 2022 and beyond.2. Veeva SystemsVeeva Systems provides cloud-based customer relationship management (CRM) software, data storage, and analytics services to more than 1,000 life science companies like GlaxoSmithKline and Moderna.Veeva's platform helps those companies organize and maintain their customer relationships, store and analyze their data, and keep track of the latest industry regulations and clinical trials. Veeva doesn't face any meaningful competitors in this niche market, which has been steadily expanding as the competition heats up between big pharmaceutical and biotech companies.Veeva's market dominance enabled it to grow its revenue at a compound annual growth rate (CAGR) of 29% from fiscal 2016 to fiscal 2021. Its adjusted net income increased at a CAGR of 45% over that period.But Veeva's high-growth days aren't over yet. It expects its revenue to more than double again, from $1.47 billion in fiscal 2021 to about $3 billion in calendar 2025 (which includes most of fiscal 2026) as it launches more cloud-based services and locks in even more customers.Veeva's stock might seem a bit pricey at 66 times forward earnings, but its reliable growth and dominance of the life sciences CRM market arguably justify its premium valuation and make it asmart growth stockto own.3. CrowdStrikeMost traditional cybersecurity companies provide their services through on-site appliances. However, those appliances require constant maintenance and can be expensive to scale as a company expands.CrowdStrike addresses those problems with Falcon, a cloud-native cybersecurity platform that doesn't require any on-site appliances. Falcon served 14,687 subscription customers in its latest quarter, a near-sixfold increase from just 2,516 subscription customers at the beginning of 2019.CrowdStrike's revenue surged 93% in fiscal 2020, and rose 82% in fiscal 2021 (which ended this January). It anticipates 63% to 64% growth in fiscal 2022. Analysts expect its revenue to increase another 40% in fiscal 2023. It also turned profitable on an adjusted basis in fiscal 2021, and analysts forecast its adjusted earnings to grow 115% this year and rise 55% next year.CrowdStrike continues to expand as it adds more cloud-based modules to Falcon, and its dollar-based net retention rate has remained comfortably above 120% ever since its IPO in mid-2019.CrowdStrike's stock is undeniably expensive at over 220 times forward earnings and 22 times next year's sales. However, its high growth rates and disruptive cloud-based approach should still make it one of the best long-term plays on the growing cybersecurity market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9951416546,"gmtCreate":1673538282286,"gmtModify":1676538853238,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"C","listText":"C","text":"C","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9951416546","repostId":"1123254057","repostType":4,"repost":{"id":"1123254057","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":1673530236,"share":"https://ttm.financial/m/news/1123254057?lang=&edition=fundamental","pubTime":"2023-01-12 21:30","market":"us","language":"en","title":"U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1123254057","media":"Tiger Newspress","summary":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly de","content":"<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</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>U.S. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations</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. Consumer Prices Rose 6.5% in December, In-Line With Economists’ Expectations\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\">2023-01-12 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.</p><p><img src=\"https://static.tigerbbs.com/5801c8b3e2397a2dfc1ccea334715581\" tg-width=\"586\" tg-height=\"132\" referrerpolicy=\"no-referrer\"/></p><p>The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.</p><p>Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.</p><p>Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.</p><p>CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.</p><p>The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.</p><p>Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.</p><p>Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.</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":"1123254057","content_text":"Inflation closed out 2022 in a modest retreat, with consumer prices posting their biggest monthly decline since early in the pandemic, the Labor Department reported Thursday.The consumer price index, which measures the cost of a broad basket of goods and services, fell 0.1% for the month, in line with the Dow Jones estimate. That equated to the largest month-over-month decrease since April 2020, as much of the country was in lockdown to combat Covid.Even with the decline, headline CPI rose 6.5% from a year ago, highlighting the persistent burden that rising cost of living has placed on U.S. households. However, that was the smallest annual increase since October 2021.Excluding volatile food and energy prices, co-called core CPI rose 0.3%, also meeting expectations. It was up 5.7% from a year ago, once again in line.CPI is the most closely watched inflation gauge as it takes into account moves in everything from a gallon of gas to a dozen eggs and the cost of airline tickets.The Federal Reserve prefers a different gauge that adjusts for changes in consumer behavior. However, the central bank takes in a broad array of information when measuring inflation, with CPI being part of the puzzle.Markets are watching the Fed’s moves closely was officials battle against inflation that at its peak was the highest in 41 years. Supply chain bottlenecks, the war in Ukraine and trillions in fiscal and monetary stimulus helped contribute to surging prices that spanned across most areas of the economy.Policymakers are weighing how much further they need to go with interest rate hikes used to slow the economy and tame inflation. The Fed so far has raised its benchmark borrowing rate 4.25 percentage points to its highest level in 15 years. Officials have indicated the rate is likely to exceed 5% before they can step back to see the impact of the policy tightening.","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068185974,"gmtCreate":1651736600298,"gmtModify":1676534959006,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068185974","repostId":"1190007574","repostType":4,"repost":{"id":"1190007574","kind":"news","pubTimestamp":1651720493,"share":"https://ttm.financial/m/news/1190007574?lang=&edition=fundamental","pubTime":"2022-05-05 11:14","market":"us","language":"en","title":"AMD Crushes Estimates; Time to Get In?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190007574","media":"TipRanks","summary":"The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’","content":"<div>\n<p>The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Crushes Estimates; Time to Get In?</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\">\nAMD Crushes Estimates; Time to Get In?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-05 11:14 GMT+8 <a href=https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim...</p>\n\n<a href=\"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.tipranks.com/news/article/amd-crushes-estimates-time-to-get-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190007574","content_text":"The chip shortage is still going strong in some sectors, and gains are being made accordingly. That’s the case for Advanced Micro Devices, which recently posted its earnings report to investor acclaim. The company saw its stock gain 9.1% on Wednesday.I’m bullish on AMD right now. That’s largely thanks to the perfect-storm combination of increasing use cases for processing chips and the declining supply. This should add up to be a great thing for anyone making chips – like AMD.The last 12 months for AMD have seen ups and downs alike, though mostly in equal measure. May to November of 2021 saw AMD climb sufficient to double its share price from May 2021. November to May 2022, however, saw most of those gains lost.The latest news, meanwhile, offers some hope for investors. The company posted an amazing earnings report that featured analyst projections shattered. AMD turned in $1.13 per share in earnings, which beat Street forecasts of $0.91.Revenue came in at $5.89 billion adjusted, which beat estimates calling for $5.52 billion. Revenue represented a gain of 71% against this time last year, and earnings were up a staggering 117%.Wall Street’s TakeTurning to Wall Street, AMD has a Moderate Buy consensus rating. That’s based on 14 Buys and eight Holds assigned in the past three months. The average Advanced Micro Devices price target of $134.11 implies 43.1% upside potential.Analyst price targets range from a low of $98 per share to a high of $200 per share.Investor Sentiment Looks Positive for the ChipmakerSometimes, investor sentiment isn’t that clear. Sometimes, it’s much more so. AMD investor sentiment, meanwhile, is mostly clear and mostly positive.First, let’s check out the retail investors who hold portfolios on TipRanks. Retail investor involvement has increased substantially over the last month, though it’s tapered off a bit in recent days. In the last seven days, TipRanks portfolios with AMD are up 1.6%. In the last 30 days, they’re up 6.9%.Then there’s the matter of hedge funds. Hedge funds are very interested in AMD, the TipRanks 13-F Tracker reveals. Hedge funds have put more cash behind AMD every quarter since March 2021.The bump up from March to June is small but present. More pronounced increases followed in the next two quarters. In fact, December 2021’s involvement level is nearly double what it was in December 2020.There are two downside points to consider, however. AMD doesn’t pay a dividend, and there are no signs of a dividend to come. That’s bad news for income investors. Then there’s the matter of insider trading at AMD.Insider trading in the last three months is evenly matched, with four buy transactions and four sell transactions. In the last year, there were 21 buy transactions and 42 sell transactions.It’s important to note, however, that that selling activity mainly took place during AMD’s big run-up back in the May to November 2021 corridor. The buying kicked in on the downside, which is reasonable behavior for any investor.The Chip Shortage Continues, Making AMD’s Future BrighterThe good news—though it’s backhanded good news at best—is that the chip shortage is likely to continue for some time. Intel CEO Pat Gelsinger suggests that the chip shortage is likely to continue until at least 2024. Gelsinger suggests that “…constrained availability of key manufacturing tools” will become an issue.Meanwhile, Ford reported a 10.5% sales decline. Though this was a smaller sales loss than had been seen earlier, the chip shortage was still hurting car supplies. Supplies of PlayStation 5 units will likely continue to see shortfalls going into 2024 as well, reports note.Take these factors together, and suddenly, things look good for AMD. Not only will there be steady and rising demand for all its products—AMD itself looks for gains from increasing demand from data centers—but the ability of other firms to join the fray and pull market share will decline as well. That should open up a new opportunity for AMD to sell about as much as it can produce.Basically, there’s more demand than ever for chips. There’s a growing demand for things that you wouldn’t expect to have a chip in them but do somehow (like cars). There’s a growing demand for gaming consoles; the new console versions are spiking demand, especially with lingering concerns over COVID-19.Take the combination of ongoing high demand for AMD products, a declining number of firms that can even get into the market, and AMD’s recent drop in value over April, and that certainly suggests a course of action.Granted, some are concerned about the impacts of inflation on chip demand, and with good reason. When people are struggling to buy food, they’re not going to be too interested in a new computer.However, consider how wide the demand/supply gap is right now. Consider Ford’s “Ice Mountain.” Back in February, an array of new Broncos sat in an outdoor lot, awaiting the last chips needed to complete them.While inflation will certainly have an impact, it’s safe to say that the demand right now is sufficiently broad that it can accommodate a little inflation-fueled loss.Concluding ViewsDemand for computers is brisk across virtually every sector of the economy. Big data systems demand computers to search for actionable patterns. Smart homes need computers to operate their various voice-controlled systems. Gamers need computers to play the latest titles. The list just keeps going.With all these use cases on AMD’s side, even some inflation-induced losses aren’t likely to slow the overall trajectory of demand very much. That, combined with some attractive per-share pricing right now that’s well under highs, makes for a combination that’s hard to resist. That’s exactly why I’m bullish on AMD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038029818,"gmtCreate":1646700056545,"gmtModify":1676534151869,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038029818","repostId":"1198510306","repostType":2,"repost":{"id":"1198510306","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646696733,"share":"https://ttm.financial/m/news/1198510306?lang=&edition=fundamental","pubTime":"2022-03-08 07:45","market":"us","language":"zh","title":"昨夜今晨 | 纳指跌入熊市!能源价格飙升欧股入熊","url":"https://stock-news.laohu8.com/highlight/detail?id=1198510306","media":"老虎资讯综合","summary":"摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近","content":"<html><head></head><body><blockquote>摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘:冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌,标普跌近3%创逾一年最大跌幅,道指跌近800点,纳指跌超3%、跌入熊市,均创一年新低。道指跌2.37%,纳指跌3.62%,标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低,小牛电动跌近17%,财报显示Q4净利润同比下降18%;<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%,哔哩哔哩跌超8%;新能源汽车股走低,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%,一起教育涨超10%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%,<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油,原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油(WTI)上涨3.72美元,涨幅为3.2%,收于每桶119.40美元。FactSet数据显示,按照近月合约计算,这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅,早前一度飙升至近140美元的水平,之后回落,因美国表示正在考虑禁止进口俄罗斯原油,加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称,拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示,没有暂停进口俄罗斯能源的计划,加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级,令避险情绪高涨,推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元,涨幅1.5%,收于每盎司1995.90美元,盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平,DAX指数和欧元区斯托克50指数收盘进入熊市,因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2%,至2020年11月以来的最低水平,从1月份的创纪录高位累计下跌21%。欧元区斯托克50指数收盘下跌1.2%,也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%,达到相当于每桶原油超过600美元,市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金,促使企业购买交易所合约以避免支付现金,进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后,乌克兰代表团的一名成员表示,与俄罗斯关于停火和停止敌对行动的磋商将继续进行,相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示,俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示,俄方希望人道主义走廊从明天开始运行,乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升,土耳其周末期间出现抢购,民众在一家商店争抢较低价葵花籽油的视频引起热议;部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及,由于成本走高,过去一周部分未受补贴的面包价格大幅上涨;在大开罗地区,一包五片面饼的售价约为7.5埃及镑(0.48美元),而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响,最大的海运集装箱集团马士基(AMKBY.US)和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示,海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露,欧盟委员会正在规划结束对俄罗斯天然气依赖的路径,这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码,欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示,这份计划将于周二提交,内容包括寻找新的天然气来源和提高能源效率,目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明,已就制裁俄罗斯的法案大纲达成协议,表示将共同起草法案,暂停与俄罗斯和白俄罗斯的正常贸易关系,并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示,在美国、欧盟和英国对俄罗斯实施制裁后,该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示,面对俄乌两国之间的紧张局势,英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示,英国将在未来几天制定新的能源供应战略,并指出英国正在考虑使用更多自己的化石燃料。但他同时强调,英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡,在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称,欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令,帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口,主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道,这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期:消费者渴望重新出行</a></p><p>据报道,Uber上调了2022年第一季度业绩预期,原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中,Uber股价一度上涨约 2%。与此同时,竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会(SEC)的文件中称,现预计,今年第一季度调整后的EBITDA(息税折旧及摊销前利润) 将在1.3亿美元至1.5亿美元之间,高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道,英特尔公司3月7日宣布,旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会(SEC)秘密提交Form S-1注册声明草案,拟首次公开发行(IPO)Mobileye新股。目前,新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行,具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头:柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示,柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道,“在德国当局表示特斯拉可以在柏林的新工厂开始生产后,特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush:春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点(北京时间3月9日凌晨2点)举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE,以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为,以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级,目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%,被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一,全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%,从上周五所创的2019年5月中旬以来近三年高位大幅回落,接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称,与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排,后者提供1.5亿美元的无担保可多次提取信贷额度,以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风!优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后,西方国家对俄罗斯采取制裁措施的同时,欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场,但也有公司拒绝跟风,坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油:五天投了45亿美元,能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过,称他在上周五个交易日内豪掷45亿美元,买入了9120万股,按当前股价计算价值超过了50亿美元。</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>昨夜今晨 | 纳指跌入熊市!能源价格飙升欧股入熊</title>\n<style 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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\">\n昨夜今晨 | 纳指跌入熊市!能源价格飙升欧股入熊\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-03-08 07:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。</blockquote><p>海外市场</p><p>1、收盘:冲突局势与通胀忧虑施压 美股收跌道指下挫800点</p><p>美股周一大幅收跌,标普跌近3%创逾一年最大跌幅,道指跌近800点,纳指跌超3%、跌入熊市,均创一年新低。道指跌2.37%,纳指跌3.62%,标普500指数跌2.95%。</p><p>2、热门中概股周一收盘大多走低 <a href=\"https://laohu8.com/S/NIU\">小牛电动</a>跌近17% <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超8%</p><p>热门中概股周一收盘大多走低,小牛电动跌近17%,财报显示Q4净利润同比下降18%;<a href=\"https://laohu8.com/S/LAIX\">流利说</a>跌超17%,哔哩哔哩跌超8%;新能源汽车股走低,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌近8%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超2%。</p><p><a href=\"https://laohu8.com/S/SPI\">阳光动力</a>涨超28%,<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>涨超21%,一起教育涨超10%,<a href=\"https://laohu8.com/S/NTES\">网易</a>有道涨超8%,<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>涨超6%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超4%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超3%。</p><p>3、美或抵制俄国原油 美国WTI原油收高3.2%</p><p>由于美英等国考虑禁止进口俄罗斯石油,原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油(WTI)上涨3.72美元,涨幅为3.2%,收于每桶119.40美元。FactSet数据显示,按照近月合约计算,这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。</p><p>4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧</p><p>石油价格创有史以来最大单日波幅,早前一度飙升至近140美元的水平,之后回落,因美国表示正在考虑禁止进口俄罗斯原油,加剧了供应紧张的可能性。</p><p>布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称,拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示,没有暂停进口俄罗斯能源的计划,加剧了市场的波动。</p><p>5、黄金期货周一收高1.5% 盘中一度突破2000美元关口</p><p>黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级,令避险情绪高涨,推动周一黄金期货价格一度突破每盎司2000美元关口。</p><p>纽约商品交易所4月交割的黄金期货价格上涨29.30美元,涨幅1.5%,收于每盎司1995.90美元,盘中一度上涨至每盎司2007.50美元。</p><p>6、欧洲股市在能源价格飙升之际跌入熊市</p><p>欧洲股市跌至一年来的最低水平,DAX指数和欧元区斯托克50指数收盘进入熊市,因为油价飙升引发了高通胀将损伤经济增长的担忧。</p><p>DAX指数收盘下跌2%,至2020年11月以来的最低水平,从1月份的创纪录高位累计下跌21%。欧元区斯托克50指数收盘下跌1.2%,也收于熊市。</p><p>7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录</p><p>欧洲基准天然气期货飙升79%,达到相当于每桶原油超过600美元,市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金,促使企业购买交易所合约以避免支付现金,进而导致期货价格进一步飙升。</p><p>俄乌局势相关</p><p>1、第三轮俄乌谈判无实质结果 停火磋商将继续进行</p><p>第三轮俄乌谈判结束后,乌克兰代表团的一名成员表示,与俄罗斯关于停火和停止敌对行动的磋商将继续进行,相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示,俄乌第三轮会谈没取得能实质改善局势的结果。</p><p>俄罗斯代表团团长梅津斯基则表示,俄方希望人道主义走廊从明天开始运行,乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。</p><p>2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温</p><p>俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。</p><p>由于担心葵花籽油价格飙升,土耳其周末期间出现抢购,民众在一家商店争抢较低价葵花籽油的视频引起热议;部分连锁超市网站缺货</p><p>在全球最大的小麦进口国埃及,由于成本走高,过去一周部分未受补贴的面包价格大幅上涨;在大开罗地区,一包五片面饼的售价约为7.5埃及镑(0.48美元),而一周前为5埃及镑。</p><p>3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍</p><p>乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响,最大的海运集装箱集团马士基(AMKBY.US)和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。</p><p>供应链咨询公司FourKites的格伦•克普克表示,海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。</p><p>国际宏观</p><p>1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%</p><p>据两位知情官员透露,欧盟委员会正在规划结束对俄罗斯天然气依赖的路径,这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码,欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示,这份计划将于周二提交,内容包括寻找新的天然气来源和提高能源效率,目标是远早于2030年摆脱对俄罗斯的依赖。</p><p>2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议</p><p>美国参议院和众议院四位高层领导人发表声明,已就制裁俄罗斯的法案大纲达成协议,表示将共同起草法案,暂停与俄罗斯和白俄罗斯的正常贸易关系,并授权拜登政府提高面向两国的关税。</p><p>3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停</p><p>伦敦金银市场协会周一表示,在美国、欧盟和英国对俄罗斯实施制裁后,该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。</p><p>4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖</p><p>英国首相鲍里斯·约翰逊表示,面对俄乌两国之间的紧张局势,英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。</p><p>约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示,英国将在未来几天制定新的能源供应战略,并指出英国正在考虑使用更多自己的化石燃料。但他同时强调,英国并没有放弃减少碳排放的承诺。</p><p>5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令</p><p>随着全球主要原油和粮食产地卷入动荡,在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。</p><p>据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称,欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令,帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的<a href=\"https://laohu8.com/S/000061\">农产品</a>进口,主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道,这些产品也是动物饲料的主要来源。</p><p>公司新闻</p><p>1、<a href=\"https://ttm.financial/NW/1133636608\" target=\"_blank\">Uber调高第一季度业绩预期:消费者渴望重新出行</a></p><p>据报道,Uber上调了2022年第一季度业绩预期,原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中,Uber股价一度上涨约 2%。与此同时,竞争对手Lyft的股价也上涨了2%以上。</p><p>Uber在提交给美国证券交易委员会(SEC)的文件中称,现预计,今年第一季度调整后的EBITDA(息税折旧及摊销前利润) 将在1.3亿美元至1.5亿美元之间,高于之前预期的1亿美元至1.3亿美元之间。</p><p>2、<a href=\"https://ttm.financial/NW/1185303476\" target=\"_blank\">英特尔自动驾驶业务部门Mobileye秘密提交IPO申请</a></p><p>据报道,英特尔公司3月7日宣布,旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会(SEC)秘密提交Form S-1注册声明草案,拟首次公开发行(IPO)Mobileye新股。目前,新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行,具体时间还要取决于市场和其他条件。</p><p>3、<a href=\"https://ttm.financial/NW/2217544945\" target=\"_blank\">特斯拉大多头:柏林“超级工厂”获批 该股最大悬念被清除</a></p><p>特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示,柏林“超级工厂”获批生产对特斯拉来说至关重要。</p><p>Ives写道,“在德国当局表示特斯拉可以在柏林的新工厂开始生产后,特斯拉股票‘最大悬念’已经被消除。”</p><p>4、<a href=\"https://ttm.financial/NW/2217448301\" target=\"_blank\">Wedbush:春季发布会即将召开 予苹果“跑赢大盘”评级</a></p><p>苹果将于当地时间3月8日上午10点(北京时间3月9日凌晨2点)举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE,以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为,以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级,目标价为200美元。</p><p>5、<a href=\"https://ttm.financial/NW/2217415574\" target=\"_blank\">煤炭巨头皮博迪一度暴跌超24%,被迫在煤价飙升时追加大额保证金</a></p><p>3月7日周一,全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%,从上周五所创的2019年5月中旬以来近三年高位大幅回落,接近抹去月内全部涨幅。</p><p>这主要是由于公司发布公告称,与<a href=\"https://laohu8.com/S/GS\">高盛</a>达成一项融资安排,后者提供1.5亿美元的无担保可多次提取信贷额度,以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。</p><p>6、<a href=\"https://ttm.financial/NW/2217541424\" target=\"_blank\">拒绝跟风!优衣库创始人称将继续在俄经营业务</a></p><p>俄乌冲突升级以后,西方国家对俄罗斯采取制裁措施的同时,欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场,但也有公司拒绝跟风,坚持继续运营在俄罗斯的业务。</p><p>7、<a href=\"https://ttm.financial/NW/2217344063\" target=\"_blank\">巴菲特谈增持西方石油:五天投了45亿美元,能买多少买多少</a></p><p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>公司股份的经过,称他在上周五个交易日内豪掷45亿美元,买入了9120万股,按当前股价计算价值超过了50亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"TQQQ":"纳指三倍做多ETF","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","03086":"华夏纳指","BK4534":"瑞士信贷持仓","PSQ":"纳指反向ETF","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198510306","content_text":"摘要:①美股周一大幅收跌,标普跌近3%,纳指跌超3%跌入熊市;②商品期货再度大涨,伦镍一度暴涨近80%;③第三轮俄乌谈判无实质结果,停火磋商将继续进行;④、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%。海外市场1、收盘:冲突局势与通胀忧虑施压 美股收跌道指下挫800点美股周一大幅收跌,标普跌近3%创逾一年最大跌幅,道指跌近800点,纳指跌超3%、跌入熊市,均创一年新低。道指跌2.37%,纳指跌3.62%,标普500指数跌2.95%。2、热门中概股周一收盘大多走低 小牛电动跌近17% 哔哩哔哩跌超8%热门中概股周一收盘大多走低,小牛电动跌近17%,财报显示Q4净利润同比下降18%;流利说跌超17%,哔哩哔哩跌超8%;新能源汽车股走低,小鹏汽车跌近8%,理想汽车跌超5%,蔚来汽车跌超2%。阳光动力涨超28%,开心汽车涨超21%,一起教育涨超10%,网易有道涨超8%,微美全息涨超6%,好未来涨超4%,高途涨超3%。3、美或抵制俄国原油 美国WTI原油收高3.2%由于美英等国考虑禁止进口俄罗斯石油,原油期货价格得到支撑。纽约商品交易所4月交割的西德克萨斯中质原油(WTI)上涨3.72美元,涨幅为3.2%,收于每桶119.40美元。FactSet数据显示,按照近月合约计算,这是自2008年9月以来的最高收盘价。上周WTI原油累计上涨26.30%。4、布伦特一度接近140美元 俄罗斯石油禁运的可能性引发危机担忧石油价格创有史以来最大单日波幅,早前一度飙升至近140美元的水平,之后回落,因美国表示正在考虑禁止进口俄罗斯原油,加剧了供应紧张的可能性。布伦特油价回落至121美元左右。这样的油价水平正在加剧全球经济遭遇重大通胀冲击的担忧。知情人士称,拜登政府正在考虑至少在初期是否在欧洲盟友不参与的情况下禁止进口俄罗斯石油。德国表示,没有暂停进口俄罗斯能源的计划,加剧了市场的波动。5、黄金期货周一收高1.5% 盘中一度突破2000美元关口黄金期货周一收高并创2020年8月以来的最高收盘价。俄乌冲突再度升级,令避险情绪高涨,推动周一黄金期货价格一度突破每盎司2000美元关口。纽约商品交易所4月交割的黄金期货价格上涨29.30美元,涨幅1.5%,收于每盎司1995.90美元,盘中一度上涨至每盎司2007.50美元。6、欧洲股市在能源价格飙升之际跌入熊市欧洲股市跌至一年来的最低水平,DAX指数和欧元区斯托克50指数收盘进入熊市,因为油价飙升引发了高通胀将损伤经济增长的担忧。DAX指数收盘下跌2%,至2020年11月以来的最低水平,从1月份的创纪录高位累计下跌21%。欧元区斯托克50指数收盘下跌1.2%,也收于熊市。7、欧洲天然气价格飙升79% 市场一片混乱推动价格刷新纪录欧洲基准天然气期货飙升79%,达到相当于每桶原油超过600美元,市场出现了有史以来最为混乱的交易状况。飙升可能引发大规模的追加保证金,促使企业购买交易所合约以避免支付现金,进而导致期货价格进一步飙升。俄乌局势相关1、第三轮俄乌谈判无实质结果 停火磋商将继续进行第三轮俄乌谈判结束后,乌克兰代表团的一名成员表示,与俄罗斯关于停火和停止敌对行动的磋商将继续进行,相关问题到目前仍没有实质性结果。乌克兰总统办公室顾问波多利亚克也表示,俄乌第三轮会谈没取得能实质改善局势的结果。俄罗斯代表团团长梅津斯基则表示,俄方希望人道主义走廊从明天开始运行,乌克兰方面对此给予了保证。俄罗斯对与乌克兰在布列斯特州会谈的预期目标未能实现。2、俄乌战争的影响已在多国食品货架上显现 全球粮食危机忧虑升温俄罗斯在乌克兰开展军事行动给全球农作物市场带来的冲击已在商店货架上显现。由于担心葵花籽油价格飙升,土耳其周末期间出现抢购,民众在一家商店争抢较低价葵花籽油的视频引起热议;部分连锁超市网站缺货在全球最大的小麦进口国埃及,由于成本走高,过去一周部分未受补贴的面包价格大幅上涨;在大开罗地区,一包五片面饼的售价约为7.5埃及镑(0.48美元),而一周前为5埃及镑。3、乌俄冲突颠覆全球航运业 海运费率或将上涨两至三倍乌俄战争有可能颠覆正从新冠肺炎疫情中复苏的全球航运业。随着制裁开始对贸易产生影响,最大的海运集装箱集团马士基(AMKBY.US)和Mediterranean Shipping已经暂停了往返俄罗斯的业务预订。供应链咨询公司FourKites的格伦•克普克表示,海运费率甚至可能从目前每40英尺集装箱1万美元的价格上涨两到三倍。国际宏观1、欧盟计划今年将对俄罗斯天然气的依赖程度降低近80%据两位知情官员透露,欧盟委员会正在规划结束对俄罗斯天然气依赖的路径,这可能导致今年进口需求减少近80%。为削弱克里姆林宫方面的筹码,欧盟委员会在俄罗斯总统普京发动对乌克兰的军事行动后修改能源战略。一位官员表示,这份计划将于周二提交,内容包括寻找新的天然气来源和提高能源效率,目标是远早于2030年摆脱对俄罗斯的依赖。2、美国参众两院议员就制裁俄罗斯的法案大纲达成协议美国参议院和众议院四位高层领导人发表声明,已就制裁俄罗斯的法案大纲达成协议,表示将共同起草法案,暂停与俄罗斯和白俄罗斯的正常贸易关系,并授权拜登政府提高面向两国的关税。3、俄罗斯黄金被伦敦市场拒之门外 所有黄金冶炼商的认证资格均被暂停伦敦金银市场协会周一表示,在美国、欧盟和英国对俄罗斯实施制裁后,该协会暂停了所有六家俄罗斯金银冶炼企业的优良交货商资格。这些企业在资格暂停之前生产的产品仍将被接受。4、英首相表示英国将“逐步”摆脱对俄罗斯石油和天然气的依赖英国首相鲍里斯·约翰逊表示,面对俄乌两国之间的紧张局势,英国将要“逐步”摆脱对俄罗斯石油和天然气的依赖。他同时呼吁西方各国要共同努力确保能源替代方案。约翰逊当天在与加拿大总理特鲁多和荷兰首相吕特会晤之后表示,英国将在未来几天制定新的能源供应战略,并指出英国正在考虑使用更多自己的化石燃料。但他同时强调,英国并没有放弃减少碳排放的承诺。5、吃饭问题迫在眉睫 欧盟或考虑放宽转基因谷物和涉除草剂作物进口禁令随着全球主要原油和粮食产地卷入动荡,在口粮进口问题上坚持高标准的欧盟也开始担忧起吃饭问题。据媒体周一援引西班牙农业大臣路易斯·普拉纳斯(Luis Planas)称,欧盟可能会考虑临时取消从美国和南美进口转基因谷物的禁令,帮助农民度过眼下这段混乱的时光。西班牙和法国也已经提议豁免使用过除草剂的农产品进口,主要是为了增加库存以及寻找以玉米为主的重要谷物替代供应渠道,这些产品也是动物饲料的主要来源。公司新闻1、Uber调高第一季度业绩预期:消费者渴望重新出行据报道,Uber上调了2022年第一季度业绩预期,原因是疫情影响的出行需求的反弹速度快于预期。3月7日盘前交易中,Uber股价一度上涨约 2%。与此同时,竞争对手Lyft的股价也上涨了2%以上。Uber在提交给美国证券交易委员会(SEC)的文件中称,现预计,今年第一季度调整后的EBITDA(息税折旧及摊销前利润) 将在1.3亿美元至1.5亿美元之间,高于之前预期的1亿美元至1.3亿美元之间。2、英特尔自动驾驶业务部门Mobileye秘密提交IPO申请据报道,英特尔公司3月7日宣布,旗下自动驾驶汽车业务部门Mobileye已向美国证券交易委员会(SEC)秘密提交Form S-1注册声明草案,拟首次公开发行(IPO)Mobileye新股。目前,新股发售数量和价格尚未确定。IPO日期将在SEC完成评估程序后进行,具体时间还要取决于市场和其他条件。3、特斯拉大多头:柏林“超级工厂”获批 该股最大悬念被清除特斯拉知名大多头、投行Wedbush分析师Dan Ives于3月6日在给投资者的一份报告中表示,柏林“超级工厂”获批生产对特斯拉来说至关重要。Ives写道,“在德国当局表示特斯拉可以在柏林的新工厂开始生产后,特斯拉股票‘最大悬念’已经被消除。”4、Wedbush:春季发布会即将召开 予苹果“跑赢大盘”评级苹果将于当地时间3月8日上午10点(北京时间3月9日凌晨2点)举办2022年春季发布会。市场普遍预计它将推出具有5G功能的新款iPhone SE,以及使用其M系列芯片的新iPad Air和Mac。Wedbush Securities认为,以上所有产品将成为苹果的“受欢迎产品”。Wedbush分析师Dan Ives予苹果“跑赢大盘”评级,目标价为200美元。5、煤炭巨头皮博迪一度暴跌超24%,被迫在煤价飙升时追加大额保证金3月7日周一,全球最大的私营煤炭公司皮博迪能源在美股市场一度暴跌超24%,从上周五所创的2019年5月中旬以来近三年高位大幅回落,接近抹去月内全部涨幅。这主要是由于公司发布公告称,与高盛达成一项融资安排,后者提供1.5亿美元的无担保可多次提取信贷额度,以支持煤矿主要位于美国和澳大利亚的皮博迪公司“近期内潜在的流动性需求”。6、拒绝跟风!优衣库创始人称将继续在俄经营业务俄乌冲突升级以后,西方国家对俄罗斯采取制裁措施的同时,欧美大型企业也纷纷从该国撤离。尽管一波又一波的公司选择退出俄罗斯市场,但也有公司拒绝跟风,坚持继续运营在俄罗斯的业务。7、巴菲特谈增持西方石油:五天投了45亿美元,能买多少买多少伯克希尔哈撒韦公司董事长沃伦-巴菲特在周一的一次采访中披露了他最近大手笔增持西方石油公司股份的经过,称他在上周五个交易日内豪掷45亿美元,买入了9120万股,按当前股价计算价值超过了50亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002020727,"gmtCreate":1641865103287,"gmtModify":1676533656658,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002020727","repostId":"1148753383","repostType":4,"repost":{"id":"1148753383","kind":"news","pubTimestamp":1641862221,"share":"https://ttm.financial/m/news/1148753383?lang=&edition=fundamental","pubTime":"2022-01-11 08:50","market":"us","language":"en","title":"High-flying Devon Energy Downgraded at BofA; Suncor Leads List of Oil Favorites","url":"https://stock-news.laohu8.com/highlight/detail?id=1148753383","media":"Seeking Alpha","summary":"Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain wa","content":"<html><head></head><body><ul><li>Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain was the best on the S&P 500 for the year, but Bank of America analyst Doug Leggate thinks Devon and some other top names likely are ready to take a breather.</li><li>Leggate downgrades Devon and Pioneer Natural Resources(NYSE:PXD)to Neutral from Buy, with respective $57 and $234 price targets, while cutting Marathon Oil(NYSE:MRO)and Coterra Energy(NYSE:CTRA)to Underperform from Neutral with $19 and $23 PTs, respectively.</li><li>In addition to the ratings changes, Leggate lists Suncor Energy(NYSE:SU)among his top ideas in the sector, citing its sector-low $35/bbl breakeven price and its dividend coverage, "setting the stage for leading cash return growth off an already compelling yield proposition (~5.3% dividend yield)."</li><li>Leggate also likes APA Corp.(NASDAQ:APA), ConocoPhillips(NYSE:COP), EOG Resources(NYSE:EOG), Exxon Mobil(NYSE:XOM), Hess(NYSE:HES), Occidental Petroleum(NYSE:OXY)and Ovintiv(NYSE:OVV)as his other top oil and gas picks for 2022.</li><li>Overall, Leggate sees U.S. oil stocks with ~30% valuation upside, even as the market takes a more rational approach to the transition to clean energy, as the capex discipline of recent years has positioned the group to return an unprecedented amount of cash to investors.</li><li>BofA also initiated Chesapeake Energy with aBuy rating and $90 price target.</li></ul></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>High-flying Devon Energy Downgraded at BofA; Suncor Leads List of Oil Favorites</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\">\nHigh-flying Devon Energy Downgraded at BofA; Suncor Leads List of Oil Favorites\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 08:50 GMT+8 <a href=https://seekingalpha.com/news/3786909-high-flying-devon-energy-downgraded-at-bofa-suncor-leads-list-of-oil-favorites><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain was the best on the S&P 500 for the year, but Bank of America analyst Doug Leggate thinks Devon and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3786909-high-flying-devon-energy-downgraded-at-bofa-suncor-leads-list-of-oil-favorites\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SU":"森科能源","DVN":"德文能源"},"source_url":"https://seekingalpha.com/news/3786909-high-flying-devon-energy-downgraded-at-bofa-suncor-leads-list-of-oil-favorites","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148753383","content_text":"Oil and gas stocks rose more than any other sector in 2021, and Devon Energy's(NYSE:DVN)173% gain was the best on the S&P 500 for the year, but Bank of America analyst Doug Leggate thinks Devon and some other top names likely are ready to take a breather.Leggate downgrades Devon and Pioneer Natural Resources(NYSE:PXD)to Neutral from Buy, with respective $57 and $234 price targets, while cutting Marathon Oil(NYSE:MRO)and Coterra Energy(NYSE:CTRA)to Underperform from Neutral with $19 and $23 PTs, respectively.In addition to the ratings changes, Leggate lists Suncor Energy(NYSE:SU)among his top ideas in the sector, citing its sector-low $35/bbl breakeven price and its dividend coverage, \"setting the stage for leading cash return growth off an already compelling yield proposition (~5.3% dividend yield).\"Leggate also likes APA Corp.(NASDAQ:APA), ConocoPhillips(NYSE:COP), EOG Resources(NYSE:EOG), Exxon Mobil(NYSE:XOM), Hess(NYSE:HES), Occidental Petroleum(NYSE:OXY)and Ovintiv(NYSE:OVV)as his other top oil and gas picks for 2022.Overall, Leggate sees U.S. oil stocks with ~30% valuation upside, even as the market takes a more rational approach to the transition to clean energy, as the capex discipline of recent years has positioned the group to return an unprecedented amount of cash to investors.BofA also initiated Chesapeake Energy with aBuy rating and $90 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008671005,"gmtCreate":1641439244992,"gmtModify":1676533615844,"author":{"id":"3581468116602298","authorId":"3581468116602298","name":"PinkDolphin2","avatar":"https://static.tigerbbs.com/0ba45d85f35139acb654905fda7f73df","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581468116602298","authorIdStr":"3581468116602298"},"themes":[],"htmlText":"A","listText":"A","text":"A","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008671005","repostId":"1187040212","repostType":4,"repost":{"id":"1187040212","kind":"news","pubTimestamp":1641421238,"share":"https://ttm.financial/m/news/1187040212?lang=&edition=fundamental","pubTime":"2022-01-06 06:20","market":"us","language":"en","title":"The 3 Smartest Tech Stocks to Buy in 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1187040212","media":"Motley Fool","summary":"Meta, Veeva, and CrowdStrike will easily weather the near-term macro headwinds.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>Meta will continue to benefit from the growth of the digital advertising, VR, and AR markets.</li><li>Veeva's cloud-based CRM platform will expand as more life science companies move their businesses online.</li><li>CrowdStrike's cloud-native cybersecurity platform will continue to disrupt legacy players that install on-site appliances.</li></ul><p>Tech stocks generally fall into two categories: Older companies that generate steady growth from mature technologies, and younger ones that focus on forward-thinking technologies and secular growth trends.</p><p>Over the past few months,rising inflation and higher interest rates caused many investors to rotate away from the younger companies and invest in the older blue-chip tech stocks as defensive plays.</p><p>That's a sound strategy, but investors can also leave a lot of money on the table by prematurely dumping all of their growth stocks. Instead, they should still buy promising growth stocks that aren't overly speculative.</p><p>Let's examine three tech stocks that fit that description -- <b>Meta Platforms</b>(NASDAQ:FB),<b>Veeva Systems</b>(NYSE:VEEV), and <b>CrowdStrike</b>(NASDAQ:CRWD) -- and why they could all still be smart buys this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4cc5068513dd5b5b1318d4261c55517\" tg-width=\"2000\" tg-height=\"1173\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: OCULUS.</span></p><p><b>1. Meta Platforms</b></p><p>Meta Platforms -- the parent company of Facebook, Instagram, WhatsApp, and Oculus -- is a great investment in the long-term growth of the digital advertising, augmented reality, and virtual reality markets.</p><p>A whopping 3.58 billion people, or nearly half of the world's population, use at least one of Meta's apps each month. That massive audience enabled Meta to build one of the world's top digital advertising platforms, which continued to grow even as it weathered antitrust probes, fines, and whistleblower scandals.</p><p>Meta still generates most of its revenue from ads, but it's likely sold over 10 million Oculus Quest 2 headsets over the past year, which gives it a firm hardware foundation to construct its VR metaverse. Horizon Worlds, its VR playground for Quest users, already marks the first major step toward the evolution of Meta's social networking platforms into VR experiences.</p><p>Meta faces near-term regulatory and platform-related challenges, but analysts still expect its revenue and earnings to grow 37% and 38%, respectively, this year. At 23 times forward earnings, Meta remains the cheapest FAANG stock and could head much higher in 2022 and beyond.</p><p><b>2. Veeva Systems</b></p><p>Veeva Systems provides cloud-based customer relationship management (CRM) software, data storage, and analytics services to more than 1,000 life science companies like <b>GlaxoSmithKline</b> and <b>Moderna</b>.</p><p>Veeva's platform helps those companies organize and maintain their customer relationships, store and analyze their data, and keep track of the latest industry regulations and clinical trials. Veeva doesn't face any meaningful competitors in this niche market, which has been steadily expanding as the competition heats up between big pharmaceutical and biotech companies.</p><p>Veeva's market dominance enabled it to grow its revenue at a compound annual growth rate (CAGR) of 29% from fiscal 2016 to fiscal 2021. Its adjusted net income increased at a CAGR of 45% over that period.</p><p>But Veeva's high-growth days aren't over yet. It expects its revenue to more than double again, from $1.47 billion in fiscal 2021 to about $3 billion in calendar 2025 (which includes most of fiscal 2026) as it launches more cloud-based services and locks in even more customers.</p><p>Veeva's stock might seem a bit pricey at 66 times forward earnings, but its reliable growth and dominance of the life sciences CRM market arguably justify its premium valuation and make it asmart growth stockto own.</p><p><b>3. CrowdStrike</b></p><p>Most traditional cybersecurity companies provide their services through on-site appliances. However, those appliances require constant maintenance and can be expensive to scale as a company expands.</p><p>CrowdStrike addresses those problems with Falcon, a cloud-native cybersecurity platform that doesn't require any on-site appliances. Falcon served 14,687 subscription customers in its latest quarter, a near-sixfold increase from just 2,516 subscription customers at the beginning of 2019.</p><p>CrowdStrike's revenue surged 93% in fiscal 2020, and rose 82% in fiscal 2021 (which ended this January). It anticipates 63% to 64% growth in fiscal 2022. Analysts expect its revenue to increase another 40% in fiscal 2023. It also turned profitable on an adjusted basis in fiscal 2021, and analysts forecast its adjusted earnings to grow 115% this year and rise 55% next year.</p><p>CrowdStrike continues to expand as it adds more cloud-based modules to Falcon, and its dollar-based net retention rate has remained comfortably above 120% ever since its IPO in mid-2019.</p><p>CrowdStrike's stock is undeniably expensive at over 220 times forward earnings and 22 times next year's sales. However, its high growth rates and disruptive cloud-based approach should still make it one of the best long-term plays on the growing cybersecurity market.</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>The 3 Smartest Tech Stocks to Buy in 2022 and Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 3 Smartest Tech Stocks to Buy in 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 06:20 GMT+8 <a href=https://www.fool.com/investing/2022/01/05/the-3-smartest-tech-stocks-to-buy-in-2022-and-beyo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsMeta will continue to benefit from the growth of the digital advertising, VR, and AR markets.Veeva's cloud-based CRM platform will expand as more life science companies move their businesses...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/05/the-3-smartest-tech-stocks-to-buy-in-2022-and-beyo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","VEEV":"Veeva Systems Inc."},"source_url":"https://www.fool.com/investing/2022/01/05/the-3-smartest-tech-stocks-to-buy-in-2022-and-beyo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187040212","content_text":"Key PointsMeta will continue to benefit from the growth of the digital advertising, VR, and AR markets.Veeva's cloud-based CRM platform will expand as more life science companies move their businesses online.CrowdStrike's cloud-native cybersecurity platform will continue to disrupt legacy players that install on-site appliances.Tech stocks generally fall into two categories: Older companies that generate steady growth from mature technologies, and younger ones that focus on forward-thinking technologies and secular growth trends.Over the past few months,rising inflation and higher interest rates caused many investors to rotate away from the younger companies and invest in the older blue-chip tech stocks as defensive plays.That's a sound strategy, but investors can also leave a lot of money on the table by prematurely dumping all of their growth stocks. Instead, they should still buy promising growth stocks that aren't overly speculative.Let's examine three tech stocks that fit that description -- Meta Platforms(NASDAQ:FB),Veeva Systems(NYSE:VEEV), and CrowdStrike(NASDAQ:CRWD) -- and why they could all still be smart buys this year.IMAGE SOURCE: OCULUS.1. Meta PlatformsMeta Platforms -- the parent company of Facebook, Instagram, WhatsApp, and Oculus -- is a great investment in the long-term growth of the digital advertising, augmented reality, and virtual reality markets.A whopping 3.58 billion people, or nearly half of the world's population, use at least one of Meta's apps each month. That massive audience enabled Meta to build one of the world's top digital advertising platforms, which continued to grow even as it weathered antitrust probes, fines, and whistleblower scandals.Meta still generates most of its revenue from ads, but it's likely sold over 10 million Oculus Quest 2 headsets over the past year, which gives it a firm hardware foundation to construct its VR metaverse. Horizon Worlds, its VR playground for Quest users, already marks the first major step toward the evolution of Meta's social networking platforms into VR experiences.Meta faces near-term regulatory and platform-related challenges, but analysts still expect its revenue and earnings to grow 37% and 38%, respectively, this year. At 23 times forward earnings, Meta remains the cheapest FAANG stock and could head much higher in 2022 and beyond.2. Veeva SystemsVeeva Systems provides cloud-based customer relationship management (CRM) software, data storage, and analytics services to more than 1,000 life science companies like GlaxoSmithKline and Moderna.Veeva's platform helps those companies organize and maintain their customer relationships, store and analyze their data, and keep track of the latest industry regulations and clinical trials. Veeva doesn't face any meaningful competitors in this niche market, which has been steadily expanding as the competition heats up between big pharmaceutical and biotech companies.Veeva's market dominance enabled it to grow its revenue at a compound annual growth rate (CAGR) of 29% from fiscal 2016 to fiscal 2021. Its adjusted net income increased at a CAGR of 45% over that period.But Veeva's high-growth days aren't over yet. It expects its revenue to more than double again, from $1.47 billion in fiscal 2021 to about $3 billion in calendar 2025 (which includes most of fiscal 2026) as it launches more cloud-based services and locks in even more customers.Veeva's stock might seem a bit pricey at 66 times forward earnings, but its reliable growth and dominance of the life sciences CRM market arguably justify its premium valuation and make it asmart growth stockto own.3. CrowdStrikeMost traditional cybersecurity companies provide their services through on-site appliances. However, those appliances require constant maintenance and can be expensive to scale as a company expands.CrowdStrike addresses those problems with Falcon, a cloud-native cybersecurity platform that doesn't require any on-site appliances. Falcon served 14,687 subscription customers in its latest quarter, a near-sixfold increase from just 2,516 subscription customers at the beginning of 2019.CrowdStrike's revenue surged 93% in fiscal 2020, and rose 82% in fiscal 2021 (which ended this January). It anticipates 63% to 64% growth in fiscal 2022. Analysts expect its revenue to increase another 40% in fiscal 2023. It also turned profitable on an adjusted basis in fiscal 2021, and analysts forecast its adjusted earnings to grow 115% this year and rise 55% next year.CrowdStrike continues to expand as it adds more cloud-based modules to Falcon, and its dollar-based net retention rate has remained comfortably above 120% ever since its IPO in mid-2019.CrowdStrike's stock is undeniably expensive at over 220 times forward earnings and 22 times next year's sales. However, its high growth rates and disruptive cloud-based approach should still make it one of the best long-term plays on the growing cybersecurity market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}