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Tesla of course
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course","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911493533","repostId":"2270287703","repostType":4,"repost":{"id":"2270287703","kind":"highlight","pubTimestamp":1664205490,"share":"https://ttm.financial/m/news/2270287703?lang=&edition=fundamental","pubTime":"2022-09-26 23:18","market":"us","language":"en","title":"Better Buy: Tesla Stock or the Entire Nasdaq?","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287703","media":"Motley Fool","summary":"In a battle between one of America's favorite stocks and a currently out-of-favor index, which will wind up on top?","content":"<div>\n<p>Few companies have quite the public following of electric-car company Tesla . Under the leadership of Elon Musk, its pioneering electric cars have changed the game so much that California has even set...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Tesla Stock or the Entire Nasdaq?</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\">\nBetter Buy: Tesla Stock or the Entire Nasdaq?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:18 GMT+8 <a href=https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few companies have quite the public following of electric-car company Tesla . Under the leadership of Elon Musk, its pioneering electric cars have changed the game so much that California has even set...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ONEQ":"Fidelity NASDAQ Composite Index ETF"},"source_url":"https://www.fool.com/investing/2022/09/26/better-buy-tesla-stock-or-the-entire-nasdaq/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287703","content_text":"Few companies have quite the public following of electric-car company Tesla . Under the leadership of Elon Musk, its pioneering electric cars have changed the game so much that California has even set a future ban on the sale of gas-powered cars. Yet that world-changing innovation as brought with it the expectation of even more greatness to come, and that could present a problem for today's investors.Tesla's recent $862.7 billion market capitalization is more than 12 times the company's trailing revenue and more than 90 times the company's trailing profit. That makes it still look pricey, even in today's generally downward-trending stock market.This raises a key question for potential investors. Which is more important: Tesla's innovation or its valuation? In other words, if you're looking to invest in stocks as the market swoons, which looks like a better buy, Tesla or the entire Nasdaq?The case for TeslaAccording to data collected by InsideEVs, Tesla is still registering more all-electric cars than any other manufacturer, with more than 564,000 vehicles registered in the first half of 2022. In addition to its market share lead, Tesla expects that its investment in its Gigafactories will dramatically lower its costs when it comes to batteries. Since batteries are such an important component of both an electric car's cost and its range, that investment should help Tesla have a cost advantage over other manufacturers.In addition, since Tesla has always been an all-electric vehicle manufacturer, it doesn't have the legacy costs and structures that traditional gas-powered-car companies have in place. Those structures were built up over decades to optimize for manufacturing gas-powered cars. While that helps with scale and efficiency, those same factors often get in the way of helping a company be more nimble and change with the times. That may hinder other car companies' ability to play catch-up with Tesla on electric cars.A cost advantage on batteries plus a business model built from the ground up for electric vehicles certainly puts Tesla in a great spot as the world shifts to a higher proportion of electric cars.The case against TeslaOf course, Tesla faces challenges in the electric-vehicle space as well. First, it is losing its early mover advantage. While that InsideEVs report still had Tesla in the lead when it came to electric-vehicle registrations, it also indicated that Tesla's market share of EVs was 19% -- and shrinking. That means competition is getting a stronger foothold -- and gaining their own economies of scale to improve their ability to effectively operate in the electric car space.Second, according to the JD Power Initial Quality Survey for 2022, Tesla's initial quality is below average in the automobile industry. It scored 226 problems per 100 vehicles, versus 180 problems per 100 vehicles for the typical car. In a world where electric cars are premium-priced to gas-powered ones to cover those battery costs, having below-average initial quality makes it tough to command a premium price. That'll be especially true as consumer choice continues to increase as competition intensifies.Then, of course, there's Tesla's valuation. Before the COVID-19 pandemic, worldwide car sales were around 74.9 million units in 2019, up from an average around 71 million throughout the 2010s. Tesla's $862.7 billion market cap gives it a price tag of around $11,500 per car sold by all manufacturers in 2019, worldwide. To justify that kind of valuation, Tesla would need to become a dominant player across the entire industry, not just a fast mover (and one losing share) in just a segment of it.Is it possible that Tesla could get there? Maybe, but its shares are trading as though that has already happened. As a result, I'm not sure where future shareholder returns would come from, even if the company does reach that pinnacle of success.What about the entire Nasdaq?On the flip side, the Nasdaq as a whole currently trades at about 22 times the trailing earnings of its constituent companies, thanks to a fairly substantial market decline in 2022. While a little higher than a value investor would like to see, it's not that far out of whack with its pre-pandemic trends .In addition, the Fidelity Nasdaq Composite Index ETF , which attempts to track the Nasdaq, offers investors a chance to buy the index for a reasonably low 0.21% expense ratio. That makes buying shares in the entire Nasdaq about as easy as buying shares in Tesla, without having to sacrifice a huge part of your overall potential return to overhead fees.Which is a better buy?At a lower valuation -- 22 times for the Nasdaq composite, versus 90 times earnings for Tesla -- the Nasdaq wins out as a better buy on valuation. When it comes to business prospects, Tesla clearly has room to grow as the electric-vehicle market does. With its stock price already reflecting the anticipated success from that growth, however, it's hard to justify paying the premium price over the overall index.Overall, the decline in the overall market has opened up an opportunity to where the entire Nasdaq looks like a better buy at the moment than Tesla does. You get broader diversification by owning an index, a better value and, as a result, a higher likelihood of being rewarded from any business growth that may take place in the underlying companies.","news_type":1,"symbols_score_info":{"ONEQ":0.9,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911160953,"gmtCreate":1664156859773,"gmtModify":1676537398724,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581720614399200","authorIdStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla 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Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919338619","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910357107,"gmtCreate":1663562890609,"gmtModify":1676537291399,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581720614399200","authorIdStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9910357107","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934174894,"gmtCreate":1663209732619,"gmtModify":1676537228495,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581720614399200","authorIdStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934174894","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9079725136,"gmtCreate":1657243321825,"gmtModify":1676535977532,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Go long and hold $tsla","listText":"Go long and hold $tsla","text":"Go long and hold $tsla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9079725136","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082007229,"gmtCreate":1650500669312,"gmtModify":1676534738582,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Lmao joke article. So lengthy yet so wrong","listText":"Lmao joke article. So lengthy yet so wrong","text":"Lmao joke article. So lengthy yet so wrong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082007229","repostId":"1105569285","repostType":4,"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021789507,"gmtCreate":1653102019509,"gmtModify":1676535224960,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buying","listText":"Buying","text":"Buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021789507","repostId":"2236012808","repostType":2,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"content":"before you look back 2 years later and regret :)","text":"before you look back 2 years later and regret :)","html":"before you look back 2 years later and regret :)"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999007221,"gmtCreate":1660437800865,"gmtModify":1676533469166,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"What shallow analysis","listText":"What shallow analysis","text":"What shallow analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":18,"repostSize":0,"link":"https://ttm.financial/post/9999007221","repostId":"1157910275","repostType":4,"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931892405,"gmtCreate":1662427923607,"gmtModify":1676537057522,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/9931892405","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157743387,"gmtCreate":1625617114749,"gmtModify":1703744899083,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Reply ty","listText":"Reply ty","text":"Reply ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/157743387","repostId":"1172293714","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830598310,"gmtCreate":1629079596030,"gmtModify":1676529922873,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buy tesla","listText":"Buy tesla","text":"Buy tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830598310","repostId":"1131835965","repostType":4,"repost":{"id":"1131835965","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629079457,"share":"https://ttm.financial/m/news/1131835965?lang=&edition=fundamental","pubTime":"2021-08-16 10:04","market":"us","language":"en","title":"Why This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1131835965","media":"Benzinga","summary":"With indications emerging that Tesla, Inc. overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.The Tesla Analyst:Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.The opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.The Model 3s/Ys produced in ","content":"<p>With indications emerging that <b>Tesla, Inc.</b> overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.</p>\n<p><b>The Tesla Analyst:</b>Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.</p>\n<p><b>The Tesla Takeaways:</b>Tesla's CEO <b>Elon Musk</b> visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.</p>\n<p>The opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.</p>\n<p>The Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.</p>\n<p>\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.</p>\n<p>Down the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.</p>\n<p>Capacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.</p>\n<p><b>TSLA Price Action:</b>Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock</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\">\nWhy This Tesla Analyst Sees Giga Berlin As Step Forward For EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-16 10:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>With indications emerging that <b>Tesla, Inc.</b> overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.</p>\n<p><b>The Tesla Analyst:</b>Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.</p>\n<p><b>The Tesla Takeaways:</b>Tesla's CEO <b>Elon Musk</b> visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.</p>\n<p>The opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.</p>\n<p>The Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.</p>\n<p>\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.</p>\n<p>Down the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.</p>\n<p>Capacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.</p>\n<p><b>TSLA Price Action:</b>Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131835965","content_text":"With indications emerging that Tesla, Inc. overseas manufacturing plant in Germany may soon come online, an analyst at Wedbush is offering his take on the development.\nThe Tesla Analyst:Analyst Daniel Ives has an Outperform rating and $1,000 price target on Tesla shares.\nThe Tesla Takeaways:Tesla's CEO Elon Musk visited the Gigafactory in Berlin Friday and said the first cars at the factory are likely to be made available by October or sooner, Ives said.\nThe opening of the Berlin Giga was earlier pushed back to late 2021 due to bureaucratic hurdles and environmental issues,the analyst said. It now appears to be slated to go online by the fall, he added.\nThe Model 3s/Ys produced in China are being exported to Europe in a logistical nightmare that is not sustainable, the analyst said. This pushes back delivery times for customers throughout the European region, he added.\n\"With Tesla looking to further expand its global capacity over the coming years Berlin and Austin are key manufacturing hubs that will be key in the long term Tesla EV story,\" Ives said.\nDown the road, the company is likely to produce millions of EV vehicles per year vs. roughly 870,000-900,000 in 2021, the analyst said.\nCapacity and supply remain the biggest hurdles for Tesla vs. demand, Ives said. With Berlin and Austin slated to open soon and ramping capacity, this will be another development that allows Tesla to drive the broader EV vision globally, he added.\nTSLA Price Action:Tesla shares closed on Friday at 717.17, with after hours trading dropping the price to 716.72.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918581897,"gmtCreate":1664415069719,"gmtModify":1676537450274,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9918581897","isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910357107,"gmtCreate":1663562890609,"gmtModify":1676537291399,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/9910357107","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056608368,"gmtCreate":1654999864354,"gmtModify":1676535545590,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buy tsla if course its the future","listText":"Buy tsla if course its the future","text":"Buy tsla if course its the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9056608368","repostId":"1116076928","repostType":4,"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119050477,"gmtCreate":1622509909299,"gmtModify":1704185293867,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Bad bad news","listText":"Bad bad news","text":"Bad bad news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/119050477","repostId":"1163643126","repostType":4,"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914173192,"gmtCreate":1665212186516,"gmtModify":1676537574313,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9914173192","isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813349500,"gmtCreate":1630138234200,"gmtModify":1676530233711,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813349500","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://ttm.financial/m/news/1162964424?lang=&edition=fundamental","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play</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\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8 <a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835292026,"gmtCreate":1629718516065,"gmtModify":1676530109751,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buy tech","listText":"Buy tech","text":"Buy tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835292026","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836385328,"gmtCreate":1629455964364,"gmtModify":1676530046880,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buy when others are fearful","listText":"Buy when others are fearful","text":"Buy when others are fearful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/836385328","repostId":"2160716324","repostType":4,"repost":{"id":"2160716324","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629453568,"share":"https://ttm.financial/m/news/2160716324?lang=&edition=fundamental","pubTime":"2021-08-20 17:59","market":"other","language":"en","title":"Global shares hit, dollar firm as investors seek safety","url":"https://stock-news.laohu8.com/highlight/detail?id=2160716324","media":"Reuters","summary":"* MSCI World Index eyes worst week since late February\n* Dollar flat at 9-1/2 month highs\n* China we","content":"<p>* MSCI World Index eyes worst week since late February</p>\n<p>* Dollar flat at 9-1/2 month highs</p>\n<p>* China weighs on Asia markets overnight</p>\n<p>By Simon Jessop</p>\n<p>LONDON, Aug 20 (Reuters) - Global shares fell for the fifth straight day and the dollar remained firm in a flight to safety on Friday as rising coronavirus cases compounded concerns over Chinese growth and the outlook for U.S. stimulus.</p>\n<p>The swirling economic currents have weighed on sentiment all week, setting a cautious tone ahead of a meeting of U.S. central bankers at Jackson Hole next week, with markets watching for any sign of monetary tightening in the world's biggest economy.</p>\n<p>\"The Delta variant remains the biggest worry for investors right now, and along with the question of waning vaccine efficacy has made the risks to the outlook much more pronounced relative to just a few months ago,\" Deutsche Bank analyst Jim Reid said in a note to clients.</p>\n<p>\"However, nervousness about possible tapering by the Fed ahead of next week’s Jackson Hole speech by Chair (Jerome) Powell, along with a potential Chinese growth slowdown have further played on investors’ minds, and brought the narrative a long way from the reflation hopes many had back in Q1.\"</p>\n<p>The MSCI World Index, a broad gauge of global shares, was last down 0.3%, on course for its biggest weekly fall since February as small gains in Europe's top markets failed to make up for Asian losses overnight.</p>\n<p>U.S. stock futures, meanwhile, pointed to Wall Street opening down 0.2%-0.4%.</p>\n<p>Asian shares limped into the weekend with their lowest close since November, with MSCI's broadest index of Asia-Pacific shares outside Japan down 1.1% and 4.9% lower on the week, its weakest since February.</p>\n<p>The Hong Kong benchmark touched its lowest this year, before closing down 1.8% while Chinese blue chips fell 1.9% with markets spooked by slowing Chinese growth and regulatory intervention across a range of sectors.</p>\n<p>Hong Kong's embattled tech sub index ended down 2.5% as state media said China's National People's Congress on Friday officially passed a law designed to protect online user data privacy, which is expected to add more compliance requirements for companies in the country.</p>\n<p>Despite the market weakness, Mark Dowding, chief investment officer at BlueBay Asset Management, said abundant liquidity meant there was \"plenty of cash that can buy the dip, so we doubt any correction in risk assets will run too far\".</p>\n<p>\"Once we can look beyond the crest of the Delta wave, there may be calmer waters ahead and so this seems like a good time to be building and holding positions, with an eye towards the medium-term rather than playing for the vagaries of shorter-term price action.\"</p>\n<h3><b>STRONG DOLLAR</b></h3>\n<p>With cases of the Delta variant of coronavirus picking up again across the globe from the United States to Australia, New Zealand and Japan, safety was key and the dollar a chief beneficiary.</p>\n<p>The dollar index, which measures its performance against six rivals, rose as high as 93.684 for the first time since early November, while gold also rose, up 0.1% and heading for its second straight week of gains.</p>\n<p>U.S. Treasury yields inched lower, with the yield on benchmark 10-year Treasury notes at 1.233% compared with its U.S. close of 1.242%.</p>\n<p>Euro zone bond yields were broadly steady, with benchmark German yields down slightly at -0.49%.</p>\n<p>Elsewhere in currencies, the Australian and New Zealand dollars both fell to nine-month lows as coronavirus cases there rise. The euro was up 0.1%.</p>\n<p>Oil prices continued to edge lower, building on sharp falls earlier in the week, with U.S. crude down 0.4% at $63.46 a barrel and Brent crude down 0.4% at $66.20 per barrel.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Global shares hit, dollar firm as investors seek safety</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\">\nGlobal shares hit, dollar firm as investors seek safety\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-20 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* MSCI World Index eyes worst week since late February</p>\n<p>* Dollar flat at 9-1/2 month highs</p>\n<p>* China weighs on Asia markets overnight</p>\n<p>By Simon Jessop</p>\n<p>LONDON, Aug 20 (Reuters) - Global shares fell for the fifth straight day and the dollar remained firm in a flight to safety on Friday as rising coronavirus cases compounded concerns over Chinese growth and the outlook for U.S. stimulus.</p>\n<p>The swirling economic currents have weighed on sentiment all week, setting a cautious tone ahead of a meeting of U.S. central bankers at Jackson Hole next week, with markets watching for any sign of monetary tightening in the world's biggest economy.</p>\n<p>\"The Delta variant remains the biggest worry for investors right now, and along with the question of waning vaccine efficacy has made the risks to the outlook much more pronounced relative to just a few months ago,\" Deutsche Bank analyst Jim Reid said in a note to clients.</p>\n<p>\"However, nervousness about possible tapering by the Fed ahead of next week’s Jackson Hole speech by Chair (Jerome) Powell, along with a potential Chinese growth slowdown have further played on investors’ minds, and brought the narrative a long way from the reflation hopes many had back in Q1.\"</p>\n<p>The MSCI World Index, a broad gauge of global shares, was last down 0.3%, on course for its biggest weekly fall since February as small gains in Europe's top markets failed to make up for Asian losses overnight.</p>\n<p>U.S. stock futures, meanwhile, pointed to Wall Street opening down 0.2%-0.4%.</p>\n<p>Asian shares limped into the weekend with their lowest close since November, with MSCI's broadest index of Asia-Pacific shares outside Japan down 1.1% and 4.9% lower on the week, its weakest since February.</p>\n<p>The Hong Kong benchmark touched its lowest this year, before closing down 1.8% while Chinese blue chips fell 1.9% with markets spooked by slowing Chinese growth and regulatory intervention across a range of sectors.</p>\n<p>Hong Kong's embattled tech sub index ended down 2.5% as state media said China's National People's Congress on Friday officially passed a law designed to protect online user data privacy, which is expected to add more compliance requirements for companies in the country.</p>\n<p>Despite the market weakness, Mark Dowding, chief investment officer at BlueBay Asset Management, said abundant liquidity meant there was \"plenty of cash that can buy the dip, so we doubt any correction in risk assets will run too far\".</p>\n<p>\"Once we can look beyond the crest of the Delta wave, there may be calmer waters ahead and so this seems like a good time to be building and holding positions, with an eye towards the medium-term rather than playing for the vagaries of shorter-term price action.\"</p>\n<h3><b>STRONG DOLLAR</b></h3>\n<p>With cases of the Delta variant of coronavirus picking up again across the globe from the United States to Australia, New Zealand and Japan, safety was key and the dollar a chief beneficiary.</p>\n<p>The dollar index, which measures its performance against six rivals, rose as high as 93.684 for the first time since early November, while gold also rose, up 0.1% and heading for its second straight week of gains.</p>\n<p>U.S. Treasury yields inched lower, with the yield on benchmark 10-year Treasury notes at 1.233% compared with its U.S. close of 1.242%.</p>\n<p>Euro zone bond yields were broadly steady, with benchmark German yields down slightly at -0.49%.</p>\n<p>Elsewhere in currencies, the Australian and New Zealand dollars both fell to nine-month lows as coronavirus cases there rise. The euro was up 0.1%.</p>\n<p>Oil prices continued to edge lower, building on sharp falls earlier in the week, with U.S. crude down 0.4% at $63.46 a barrel and Brent crude down 0.4% at $66.20 per barrel.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","000001.SH":"上证指数","HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160716324","content_text":"* MSCI World Index eyes worst week since late February\n* Dollar flat at 9-1/2 month highs\n* China weighs on Asia markets overnight\nBy Simon Jessop\nLONDON, Aug 20 (Reuters) - Global shares fell for the fifth straight day and the dollar remained firm in a flight to safety on Friday as rising coronavirus cases compounded concerns over Chinese growth and the outlook for U.S. stimulus.\nThe swirling economic currents have weighed on sentiment all week, setting a cautious tone ahead of a meeting of U.S. central bankers at Jackson Hole next week, with markets watching for any sign of monetary tightening in the world's biggest economy.\n\"The Delta variant remains the biggest worry for investors right now, and along with the question of waning vaccine efficacy has made the risks to the outlook much more pronounced relative to just a few months ago,\" Deutsche Bank analyst Jim Reid said in a note to clients.\n\"However, nervousness about possible tapering by the Fed ahead of next week’s Jackson Hole speech by Chair (Jerome) Powell, along with a potential Chinese growth slowdown have further played on investors’ minds, and brought the narrative a long way from the reflation hopes many had back in Q1.\"\nThe MSCI World Index, a broad gauge of global shares, was last down 0.3%, on course for its biggest weekly fall since February as small gains in Europe's top markets failed to make up for Asian losses overnight.\nU.S. stock futures, meanwhile, pointed to Wall Street opening down 0.2%-0.4%.\nAsian shares limped into the weekend with their lowest close since November, with MSCI's broadest index of Asia-Pacific shares outside Japan down 1.1% and 4.9% lower on the week, its weakest since February.\nThe Hong Kong benchmark touched its lowest this year, before closing down 1.8% while Chinese blue chips fell 1.9% with markets spooked by slowing Chinese growth and regulatory intervention across a range of sectors.\nHong Kong's embattled tech sub index ended down 2.5% as state media said China's National People's Congress on Friday officially passed a law designed to protect online user data privacy, which is expected to add more compliance requirements for companies in the country.\nDespite the market weakness, Mark Dowding, chief investment officer at BlueBay Asset Management, said abundant liquidity meant there was \"plenty of cash that can buy the dip, so we doubt any correction in risk assets will run too far\".\n\"Once we can look beyond the crest of the Delta wave, there may be calmer waters ahead and so this seems like a good time to be building and holding positions, with an eye towards the medium-term rather than playing for the vagaries of shorter-term price action.\"\nSTRONG DOLLAR\nWith cases of the Delta variant of coronavirus picking up again across the globe from the United States to Australia, New Zealand and Japan, safety was key and the dollar a chief beneficiary.\nThe dollar index, which measures its performance against six rivals, rose as high as 93.684 for the first time since early November, while gold also rose, up 0.1% and heading for its second straight week of gains.\nU.S. Treasury yields inched lower, with the yield on benchmark 10-year Treasury notes at 1.233% compared with its U.S. close of 1.242%.\nEuro zone bond yields were broadly steady, with benchmark German yields down slightly at -0.49%.\nElsewhere in currencies, the Australian and New Zealand dollars both fell to nine-month lows as coronavirus cases there rise. The euro was up 0.1%.\nOil prices continued to edge lower, building on sharp falls earlier in the week, with U.S. crude down 0.4% at $63.46 a barrel and Brent crude down 0.4% at $66.20 per barrel.","news_type":1,"symbols_score_info":{".IXIC":0.9,"000001.SH":0.9,"AUDmain":0.9,".DJI":0.9,".SPX":0.9,"EURmain":0.9,"HSI":0.9,"GDUmain":0.9}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176068346,"gmtCreate":1626846432585,"gmtModify":1703766318303,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Tech to the moon","listText":"Tech to the moon","text":"Tech to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176068346","repostId":"2153924256","repostType":4,"repost":{"id":"2153924256","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626812915,"share":"https://ttm.financial/m/news/2153924256?lang=&edition=fundamental","pubTime":"2021-07-21 04:28","market":"us","language":"en","title":"Wall Street bounces back on renewed economic optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2153924256","media":"Reuters","summary":"NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-d","content":"<p>NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.</p>\n<p>All three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.</p>\n<p>The S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.</p>\n<p>\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p>\n<p>Economically sensitive small caps and transports outperformed the broader market.</p>\n<p>Benchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.</p>\n<p>\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"</p>\n<p>Mounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.</p>\n<p>\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"</p>\n<p>The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.</p>\n<p>Of the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.</p>\n<p>Second-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.</p>\n<p>Analysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.</p>\n<p>Halliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.</p>\n<p>Peloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.</p>\n<p>Moderna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.</p>\n<p>Netflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.</p>\n<p>Shares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.</p>\n<p>Volume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street bounces back on renewed economic optimism</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street bounces back on renewed economic optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-21 04:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.</p>\n<p>All three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.</p>\n<p>The S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.</p>\n<p>\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p>\n<p>Economically sensitive small caps and transports outperformed the broader market.</p>\n<p>Benchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.</p>\n<p>\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"</p>\n<p>Mounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.</p>\n<p>\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"</p>\n<p>The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.</p>\n<p>Of the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.</p>\n<p>Second-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.</p>\n<p>Analysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.</p>\n<p>Halliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.</p>\n<p>Peloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.</p>\n<p>Moderna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.</p>\n<p>Netflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.</p>\n<p>Shares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.</p>\n<p>Volume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","MRNA":"Moderna, Inc.","SDOW":"三倍做空道指30ETF-ProShares","DJX":"1/100道琼斯","OEX":"标普100","SSO":"2倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","TQQQ":"纳指三倍做多ETF","DOG":"道指ETF-ProShares做空","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","NFLX":"奈飞","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SH":"做空标普500-Proshares","DXD":"两倍做空道琼30指数ETF-ProShares","IVV":"标普500ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153924256","content_text":"NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.\nAll three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.\nThe S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.\n\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.\nEconomically sensitive small caps and transports outperformed the broader market.\nBenchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.\n\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"\nMounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.\n\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"\nThe Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.\nOf the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.\nSecond-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.\nAnalysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.\nHalliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.\nPeloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.\nModerna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.\nNetflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.\nShares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.\nAdvancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.\nThe S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.\nVolume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"QQQ":0.9,"QID":0.9,"DOG":0.9,"SSO":0.9,"OEX":0.9,"QNETCN":0.9,"TQQQ":0.9,"UDOW":0.9,"DXD":0.9,"PSQ":0.9,"UPRO":0.9,"NQmain":0.9,"ESmain":0.9,"QLD":0.9,"OEF":0.9,"DDM":0.9,"NFLX":0.9,"MRNA":0.9,"SH":0.9,"SDOW":0.9,"SPXU":0.9,"DJX":0.9,"MNQmain":0.9,"SDS":0.9,"IVV":0.9,"SQQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049852618,"gmtCreate":1655777119634,"gmtModify":1676535703287,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Yes of course, tsla is miles ahead in innovation","listText":"Yes of course, tsla is miles ahead in innovation","text":"Yes of course, tsla is miles ahead in innovation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049852618","repostId":"1134066941","repostType":4,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080332167,"gmtCreate":1649844080184,"gmtModify":1676534588299,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Tesla for the long term. Pls go lower now so I can buy more","listText":"Tesla for the long term. Pls go lower now so I can buy more","text":"Tesla for the long term. Pls go lower now so I can buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080332167","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881882876,"gmtCreate":1631323837295,"gmtModify":1676530528247,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881882876","repostId":"1105074635","repostType":4,"isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832036872,"gmtCreate":1629537055396,"gmtModify":1676530067755,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581720614399200","idStr":"3581720614399200"},"themes":[],"htmlText":"Buy tech","listText":"Buy tech","text":"Buy tech","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/832036872","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://ttm.financial/m/news/1151608193?lang=&edition=fundamental","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8 <a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","TSM":"台积电","SSNLF":"三星电子","ON":"安森美半导体","QCOM":"高通","AMZN":"亚马逊","GOOGL":"谷歌A","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","CDNS":"铿腾电子","AAPL":"苹果","SNPS":"新思科技","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"CDNS":0.9,"AAPL":0.9,"AMZN":0.9,"SOXX":0.9,"QCOM":0.9,"ON":0.9,"NVDA":0.9,"SNPS":0.9,"SSNLF":0.9,"ASML":0.9,"GOOG":0.9,"TSM":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}