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choysk86
2023-03-14
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@松果财经:江鹽集團首次公開募股:年營收29億,淨利4.43億元
choysk86
2022-04-24
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多次扩张导致股息下降,苹果还是一项高价值投资吗?
choysk86
2022-04-21
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美股流媒体概念股集体下挫,奈飞跌幅扩大至37%
choysk86
2022-04-20
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choysk86
2022-04-16
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choysk86
2022-03-13
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辉瑞Paxlovid药片下周获准仿制,最快将于12月前供应
choysk86
2022-02-17
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谷歌宣布在安卓系统内推出“隐私沙盒”
choysk86
2022-02-15
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choysk86
2022-02-14
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哪吒汽车连续三月销量破万,获两大资本加持“闹海”
choysk86
2022-02-12
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choysk86
2022-02-10
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三星发布Galaxy S22系列新品,25日将在全球上市
choysk86
2022-02-09
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它将「救」松下,还是特斯拉?
choysk86
2022-02-08
[Smile]
EV Stocks Rose in Morning Trading
choysk86
2022-02-07
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choysk86
2022-02-05
[Happy]
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choysk86
2022-02-04
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福特汽车Q4营收377亿美元,净利润122.82亿美元
choysk86
2022-02-03
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马斯克:5-10年载人登陆火星,建议年轻人多读书
choysk86
2022-02-02
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choysk86
2022-02-01
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提醒:春节假期主要市场休市安排一览
choysk86
2022-01-31
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小摩:美联储正式加息之前,美元还得继续涨
Go to Tiger App to see more news
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07:30","market":"us","language":"zh","title":"多次扩张导致股息下降,苹果还是一项高价值投资吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120145216","media":"华尔街大事件","summary":"摘要:苹果的估值接近 3 万亿美元,这意味着一切都在更大的范围内。分析师预计股息增长近 10% 和回购 800 亿美元的潜力。公司的规模和目前的现有规模意味着,在目前的估值下,有效运营和产生强劲回报将","content":"<html><head></head><body><p><b>摘要:</b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>的估值接近 3 万亿美元,这意味着一切都在更大的范围内。分析师预计股息增长近 10% 和回购 800 亿美元的潜力。公司的规模和目前的现有规模意味着,在目前的估值下,有效运营和产生强劲回报将变得越来越困难。</p><p>苹果公司(纳斯达克股票代码:AAPL)分析师吉姆·苏瓦(Jim Suva)表示,凭借苹果公司第二季度的收益,该公司可能会将股息提高 5% 至 10%,并将回购金额提高约 80-900 亿美元。不幸的是,正如我们将在本文中看到的那样,即使发生这种情况,苹果仍然被高估,无法提供持续的股东回报。</p><p><b>01、</b><b>苹果回购历史</b></p><p>苹果公司拥有悠久的回购历史,这对公司来说非常舒适。</p><p><img src=\"https://static.tigerbbs.com/e1c98a531c0dc328af7e8d4458227ad3\" tg-width=\"554\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/></p><p>宏观趋势</p><p>苹果已成为股票回购的典型代表。自该计划于 2012 年启动以来,该公司已斥资4670 亿美元,成为所有公司股票回购支出最多的公司。通过这种方式,除了管理员工成本(从 RSU 稀释)之外,该公司已成功将其流通股从 260 亿股减少到大约 160 亿股。</p><p>这意味着到目前为止,该公司整个项目的每股成本约为 47 美元/股,约占当前股价 167 美元/股的 25%。鉴于公司使用 16% 的市值以这些价格回购股票,回购计划对公司的当前价值产生了重大影响。</p><p>然而,要继续产生影响,这将是困难的。自 2012 年以来,该公司当时已回购约 40% 的流通股,或每年回购 4%。要继续下去,该公司每年必须在回购上花费超过 1000 亿美元,或者是迄今为止回购花费的两倍多。</p><p><b>02、</b><b>苹果红利</b></p><p>苹果的股息适度但稳步增长。</p><p><img src=\"https://static.tigerbbs.com/009f8afd291c3ab9c623ef71846a8893\" tg-width=\"554\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/></p><p>宏观趋势</p><p>苹果的初始股息令人印象深刻,超过 2%。对公司来说不幸的是,尽管股息支付增加,但多次扩张导致股息大幅下降。现在的收益率约为 0.5%,鉴于该公司的 FCF 收益率,我们认为未来不会显着增加。</p><p>具体来说,2.5% 的股息收益率现在将使公司每年花费超过 700 亿美元,这是其自由现金流的重要组成部分。</p><p><b>03、苹果 FCF 收益率</b></p><p>苹果与当前估值相比的问题在于其 FCF 收益率。</p><p><img src=\"https://static.tigerbbs.com/32e14eb995d9af3ee82eda747bf6bfae\" tg-width=\"577\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/></p><p>由于收入增长放缓,苹果的净收入同比大幅增长。COVID-19 相关增长加速了其中的一部分,但该公司已获得近 950 亿美元的净收入,或 FCF 收益率约为 3%。该公司的运营费用增加了 10%,但受到净销售额增长 30% 的支持。</p><p>然而,尽管盈利增长如此可观,但该公司的低 FCF 收益率仍会损害其股东回报。正如潜在的那样,10% 的股息增长将使股息仅增长 0.6%,类似地,每年 800 亿美元的回购将利用公司的大部分现金流,并使股东总回报率达到约 3.5%。</p><p>该公司的问题之一是每年接近 80 亿美元的股票薪酬费用。这是公司运营成本的一个非常真实的部分,预计不会很快下降。它花费了公司大约 10% 的分配回购或大约 0.3% 的市值。</p><p><b>04、</b><b>苹果的成长周期</b></p><p>苹果实现了持续的收入增长,收入经历了繁荣和萧条的周期。</p><p><img src=\"https://static.tigerbbs.com/91680de0be3e68889aa536f3cdf8a070\" tg-width=\"554\" tg-height=\"186\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>宏观趋势</p><p>具体来说,特别是对于 iPad 和 Mac 的销售,Covid-19 相关趋势一直帮助该公司的收入,该收入在过去一年中大幅增长。然而,我们预计增长将因重返办公室和通货膨胀对更换高端项目的预算的影响而逐渐减弱。</p><p>凭借 3% 的 FCF 收益率,苹果需要实现显着的持续增长才能证明其估值合理。由于大流行,利润和现金流需要从目前令人难以置信的高水平大幅扩大,这将损害公司为股东提供持续回报的能力。</p><p><b>05、风险</b></p><p>我们论文的最大风险是苹果的品牌。Apple 拥有世界上最有价值的品牌,并从令人印象深刻的产品中建立了巨大的忠诚度。与十年前相比,该公司现在将 AirPods 和 Apple Watch 作为大多数 iPhone 用户购买的产品,并将其视为“生态系统”的一部分。</p><p>无法保证该公司将无法推出更多这样的产品,从而提高盈利增长并降低其估值。</p><p><b>06、</b><b>结语</b></p><p>预期随着苹果的下一次收益,该公司可能会大幅扩大其回购计划和股息。对投资者来说不幸的是,当你的市值接近 3 万亿美元时,你需要一个庞大的资本计划来推动这一目标。该公司已经花费了约 5000 亿美元进行回购,这只是在低于当前价格的情况下推动了这一点。</p><p>该公司的 FCF 收益率意味着,通过股息和股票回购,该公司将能够大幅推动股价。该公司将花费 100 亿美元(如果不是 1000 亿美元)现金,但要努力维持目前的估值以产生持续的股东回报。在我们看来,这使公司成为一项价值较低的投资。</p></body></html>","source":"lsy1643368503284","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>多次扩张导致股息下降,苹果还是一项高价值投资吗?</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{ 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}\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\">\n多次扩张导致股息下降,苹果还是一项高价值投资吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-24 07:30 北京时间 <a href=https://mp.weixin.qq.com/s/MRouD0aQrWoWn046CDYq1A><strong>华尔街大事件</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:苹果的估值接近 3 万亿美元,这意味着一切都在更大的范围内。分析师预计股息增长近 10% 和回购 800 亿美元的潜力。公司的规模和目前的现有规模意味着,在目前的估值下,有效运营和产生强劲回报将变得越来越困难。苹果公司(纳斯达克股票代码:AAPL)分析师吉姆·苏瓦(Jim Suva)表示,凭借苹果公司第二季度的收益,该公司可能会将股息提高 5% 至 10%,并将回购金额提高约 80-900 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MRouD0aQrWoWn046CDYq1A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"BK4550":"红杉资本持仓","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4574":"无人驾驶","BK4573":"虚拟现实","AAPL":"苹果","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4512":"苹果概念","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4559":"巴菲特持仓"},"source_url":"https://mp.weixin.qq.com/s/MRouD0aQrWoWn046CDYq1A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120145216","content_text":"摘要:苹果的估值接近 3 万亿美元,这意味着一切都在更大的范围内。分析师预计股息增长近 10% 和回购 800 亿美元的潜力。公司的规模和目前的现有规模意味着,在目前的估值下,有效运营和产生强劲回报将变得越来越困难。苹果公司(纳斯达克股票代码:AAPL)分析师吉姆·苏瓦(Jim Suva)表示,凭借苹果公司第二季度的收益,该公司可能会将股息提高 5% 至 10%,并将回购金额提高约 80-900 亿美元。不幸的是,正如我们将在本文中看到的那样,即使发生这种情况,苹果仍然被高估,无法提供持续的股东回报。01、苹果回购历史苹果公司拥有悠久的回购历史,这对公司来说非常舒适。宏观趋势苹果已成为股票回购的典型代表。自该计划于 2012 年启动以来,该公司已斥资4670 亿美元,成为所有公司股票回购支出最多的公司。通过这种方式,除了管理员工成本(从 RSU 稀释)之外,该公司已成功将其流通股从 260 亿股减少到大约 160 亿股。这意味着到目前为止,该公司整个项目的每股成本约为 47 美元/股,约占当前股价 167 美元/股的 25%。鉴于公司使用 16% 的市值以这些价格回购股票,回购计划对公司的当前价值产生了重大影响。然而,要继续产生影响,这将是困难的。自 2012 年以来,该公司当时已回购约 40% 的流通股,或每年回购 4%。要继续下去,该公司每年必须在回购上花费超过 1000 亿美元,或者是迄今为止回购花费的两倍多。02、苹果红利苹果的股息适度但稳步增长。宏观趋势苹果的初始股息令人印象深刻,超过 2%。对公司来说不幸的是,尽管股息支付增加,但多次扩张导致股息大幅下降。现在的收益率约为 0.5%,鉴于该公司的 FCF 收益率,我们认为未来不会显着增加。具体来说,2.5% 的股息收益率现在将使公司每年花费超过 700 亿美元,这是其自由现金流的重要组成部分。03、苹果 FCF 收益率苹果与当前估值相比的问题在于其 FCF 收益率。由于收入增长放缓,苹果的净收入同比大幅增长。COVID-19 相关增长加速了其中的一部分,但该公司已获得近 950 亿美元的净收入,或 FCF 收益率约为 3%。该公司的运营费用增加了 10%,但受到净销售额增长 30% 的支持。然而,尽管盈利增长如此可观,但该公司的低 FCF 收益率仍会损害其股东回报。正如潜在的那样,10% 的股息增长将使股息仅增长 0.6%,类似地,每年 800 亿美元的回购将利用公司的大部分现金流,并使股东总回报率达到约 3.5%。该公司的问题之一是每年接近 80 亿美元的股票薪酬费用。这是公司运营成本的一个非常真实的部分,预计不会很快下降。它花费了公司大约 10% 的分配回购或大约 0.3% 的市值。04、苹果的成长周期苹果实现了持续的收入增长,收入经历了繁荣和萧条的周期。宏观趋势具体来说,特别是对于 iPad 和 Mac 的销售,Covid-19 相关趋势一直帮助该公司的收入,该收入在过去一年中大幅增长。然而,我们预计增长将因重返办公室和通货膨胀对更换高端项目的预算的影响而逐渐减弱。凭借 3% 的 FCF 收益率,苹果需要实现显着的持续增长才能证明其估值合理。由于大流行,利润和现金流需要从目前令人难以置信的高水平大幅扩大,这将损害公司为股东提供持续回报的能力。05、风险我们论文的最大风险是苹果的品牌。Apple 拥有世界上最有价值的品牌,并从令人印象深刻的产品中建立了巨大的忠诚度。与十年前相比,该公司现在将 AirPods 和 Apple Watch 作为大多数 iPhone 用户购买的产品,并将其视为“生态系统”的一部分。无法保证该公司将无法推出更多这样的产品,从而提高盈利增长并降低其估值。06、结语预期随着苹果的下一次收益,该公司可能会大幅扩大其回购计划和股息。对投资者来说不幸的是,当你的市值接近 3 万亿美元时,你需要一个庞大的资本计划来推动这一目标。该公司已经花费了约 5000 亿美元进行回购,这只是在低于当前价格的情况下推动了这一点。该公司的 FCF 收益率意味着,通过股息和股票回购,该公司将能够大幅推动股价。该公司将花费 100 亿美元(如果不是 1000 亿美元)现金,但要努力维持目前的估值以产生持续的股东回报。在我们看来,这使公司成为一项价值较低的投资。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086442422,"gmtCreate":1650495324922,"gmtModify":1676534735441,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086442422","repostId":"1112860492","repostType":4,"repost":{"id":"1112860492","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650463443,"share":"https://ttm.financial/m/news/1112860492?lang=&edition=fundamental","pubTime":"2022-04-20 22:04","market":"us","language":"zh","title":"美股流媒体概念股集体下挫,奈飞跌幅扩大至37%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112860492","media":"老虎资讯综合","summary":"周三,美股流媒体概念股集体下挫,奈飞跌幅扩大至37%,总市值跌破1000亿美元;fuboTV跌超8%,ROKU跌近7%,Meta Platforms、迪士尼跌4.6%。","content":"<html><head></head><body><p>周三,美股流媒体概念股集体下挫,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌幅扩大至37%,总市值跌破1000亿美元;fuboTV跌超8%,ROKU跌近7%,<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>跌4.6%。</p><p><img src=\"https://static.tigerbbs.com/685beea68d9090f6340fab09837de67b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股流媒体概念股集体下挫,奈飞跌幅扩大至37%</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\">\n美股流媒体概念股集体下挫,奈飞跌幅扩大至37%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-04-20 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三,美股流媒体概念股集体下挫,<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>跌幅扩大至37%,总市值跌破1000亿美元;fuboTV跌超8%,ROKU跌近7%,<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>跌4.6%。</p><p><img src=\"https://static.tigerbbs.com/685beea68d9090f6340fab09837de67b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2504f923ed712669cfb6da28ee56fea","relate_stocks":{"FUBO":"fuboTV Inc.","ROKU":"Roku Inc","NFLX":"奈飞","DIS":"迪士尼","FB":"ProShares S&P 500 Dynamic Buffer ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112860492","content_text":"周三,美股流媒体概念股集体下挫,奈飞跌幅扩大至37%,总市值跌破1000亿美元;fuboTV跌超8%,ROKU跌近7%,Meta Platforms、迪士尼跌4.6%。","news_type":1,"symbols_score_info":{"ROKU":0.9,"FB":0.9,"NFLX":0.9,"DIS":0.9,"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":2583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086987645,"gmtCreate":1650411286617,"gmtModify":1676534716041,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086987645","repostId":"1107491495","repostType":4,"isVote":1,"tweetType":1,"viewCount":2170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083055670,"gmtCreate":1650061941627,"gmtModify":1676534636726,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083055670","repostId":"2227064456","repostType":4,"isVote":1,"tweetType":1,"viewCount":2454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036543211,"gmtCreate":1647151422280,"gmtModify":1676534199336,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036543211","repostId":"2219404832","repostType":4,"repost":{"id":"2219404832","kind":"highlight","pubTimestamp":1647144990,"share":"https://ttm.financial/m/news/2219404832?lang=&edition=fundamental","pubTime":"2022-03-13 12:16","market":"us","language":"zh","title":"辉瑞Paxlovid药片下周获准仿制,最快将于12月前供应","url":"https://stock-news.laohu8.com/highlight/detail?id=2219404832","media":"华尔街见闻","summary":"在与辉瑞达成许可协议四个月后,联合国支持的药品专利池组织(Medicines PatentPool, MPP)计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单,不过由于生产和","content":"<html><head></head><body><p>在与<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>达成许可协议四个月后,联合国支持的药品专利池组织(Medicines PatentPool, MPP)计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单,不过由于生产和监管方面的障碍,世界部分地区可能要等待一年的时间才能获得该药物。</p><p><b>MPP称,制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计,更大的数量可能要到2023年5月才能进入市场。</b></p><p>去年11月辉瑞宣布,其新冠口服药Paxlovid在临床试验中将轻度和中度患者住院或死亡概率降低89%,由于高疗效,预计对这种药物的需求将超过供应。</p><p>目前为止,一些较富裕的国家已经获得了辉瑞Paxlovid约四分之一的初始供应。这给辉瑞和其他公司带来了越来越大的压力,要求他们加快在难以获得疫苗的低收入国家推出Paxlovid。</p><p>而今年1月,已有27家药企获准仿制<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药——MPP宣布与它们达成协议,将为全球105个国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药,<b>其中五家中国药企入围。</b></p><p>辉瑞公司发言人Kit Longley表示,辉瑞正在“集中努力和资源,以最大限度提高总体供应”。Longley在一封电子邮件中说,该公司已与包括低收入国家在内的 100 多个国家进行了接洽,并正在与世卫组织合作,分享有关其治疗、定价和供应方面的信息。</p><p>Paxlovid 由两片药片组成。其中一片是尼马瑞韦片(nirmatrelvir),是一种新药,旨在抑制SARS-CoV-2蛋白,以阻止病毒复制;另一片是利托那韦(ritonavir),可减缓尼马瑞韦的分解,以帮助其在较高浓度下在体内保持更长时间的活性。</p><h2>制药商生产辉瑞药物预计会更加困难</h2><p>与默沙东的molnupiravir相比,辉瑞Paxlovid似乎是一种更有效的抗病毒药物。</p><p>默沙东去年底公布,其新冠特效药molnupiravir后期试验显示,能将死亡和住院机率降低一半。不过,随后分析显示,此药疗效只有30%,低于预期。在美国和英国,默沙东的新冠特效药molnupiravir都处于“替补”的位置。医疗人员纷纷表示除非其他新冠药物失败或者被认为不适合病人,才会考虑molnupiravir。</p><p>但与默沙东特效药相比,制药商生产自己的辉瑞药物预计会更加困难。</p><p>根据MPP,<b>关于辉瑞联合疗法中的新药nirmatrelvir的公开信息相对有限,制造商不得不等待许可及获得辉瑞的原始产品。</b></p><p>MPP执行董事查尔斯·戈尔(Charles Gore)表示,有一些不可避免的障碍和复杂性需要时间来解决,包括监管机构的批准,以及证明辉瑞这种药物可以随着时间的推移保持其特性。</p><p>据彭博,英国利物浦大学高级研究员安德鲁·希尔(Andrew Hill)表示,<b>制造Paxlovid的另一个潜在挑战是获取原材料。据Airfinity数据,该药生产过程需要从全球供应商大量采购38种不同的原料和试剂。</b>虽然目前还没有任何已知的短缺,但未来可能会存在瓶颈。</p><p>希尔补充说,尽管辉瑞承诺扩大其药物的可获得性,<b>但鉴于新冠疫情发展轨迹的不确定性,一些制造商也不确定需求和能否收回成本。</b></p><p>辉瑞已经采取措施扩大其药物的可获得性。除了签署许可协议,并承诺不会从低收入国家的销售中收取特许权使用费外,该公司还表示,在疫情期间,它将采用分层定价体系,富裕国家支付更多费用。据非洲官员说,该公司还达成了向非洲供货的初步协议。</p><p><b>辉瑞已经将2022年Paxlovid的产量预计提高到1.2亿疗程,并计划今年在美国交付2000万疗程。</b>Airfinity数据显示,英国购买了约275万疗程,另外1000万疗程将用于低收入国家。</p><p>尽管如此,健康倡导者仍呼吁该公司向发展中国家分配更多疗程,并将Paxlovid提供给评估其与其他新冠特效药联合使用的研究人员。他们说,许多国家的新冠病毒检测能力可能不够,这也可能带来一个问题,因为Paxlovid需在症状开始后不超过5天内服用。</p></body></html>","source":"wallstreetcn_api","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>辉瑞Paxlovid药片下周获准仿制,最快将于12月前供应</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n辉瑞Paxlovid药片下周获准仿制,最快将于12月前供应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-13 12:16 北京时间 <a href=https://wallstreetcn.com/articles/3654085><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在与辉瑞达成许可协议四个月后,联合国支持的药品专利池组织(Medicines PatentPool, MPP)计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单,不过由于生产和监管方面的障碍,世界部分地区可能要等待一年的时间才能获得该药物。MPP称,制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计,更大的数量可能要到2023年5月...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3654085\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2bb9162f10407908b68d91c8d440880","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","PFE":"辉瑞","BK4007":"制药","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3654085","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219404832","content_text":"在与辉瑞达成许可协议四个月后,联合国支持的药品专利池组织(Medicines PatentPool, MPP)计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单,不过由于生产和监管方面的障碍,世界部分地区可能要等待一年的时间才能获得该药物。MPP称,制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计,更大的数量可能要到2023年5月才能进入市场。去年11月辉瑞宣布,其新冠口服药Paxlovid在临床试验中将轻度和中度患者住院或死亡概率降低89%,由于高疗效,预计对这种药物的需求将超过供应。目前为止,一些较富裕的国家已经获得了辉瑞Paxlovid约四分之一的初始供应。这给辉瑞和其他公司带来了越来越大的压力,要求他们加快在难以获得疫苗的低收入国家推出Paxlovid。而今年1月,已有27家药企获准仿制默沙东新冠口服药——MPP宣布与它们达成协议,将为全球105个国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药,其中五家中国药企入围。辉瑞公司发言人Kit Longley表示,辉瑞正在“集中努力和资源,以最大限度提高总体供应”。Longley在一封电子邮件中说,该公司已与包括低收入国家在内的 100 多个国家进行了接洽,并正在与世卫组织合作,分享有关其治疗、定价和供应方面的信息。Paxlovid 由两片药片组成。其中一片是尼马瑞韦片(nirmatrelvir),是一种新药,旨在抑制SARS-CoV-2蛋白,以阻止病毒复制;另一片是利托那韦(ritonavir),可减缓尼马瑞韦的分解,以帮助其在较高浓度下在体内保持更长时间的活性。制药商生产辉瑞药物预计会更加困难与默沙东的molnupiravir相比,辉瑞Paxlovid似乎是一种更有效的抗病毒药物。默沙东去年底公布,其新冠特效药molnupiravir后期试验显示,能将死亡和住院机率降低一半。不过,随后分析显示,此药疗效只有30%,低于预期。在美国和英国,默沙东的新冠特效药molnupiravir都处于“替补”的位置。医疗人员纷纷表示除非其他新冠药物失败或者被认为不适合病人,才会考虑molnupiravir。但与默沙东特效药相比,制药商生产自己的辉瑞药物预计会更加困难。根据MPP,关于辉瑞联合疗法中的新药nirmatrelvir的公开信息相对有限,制造商不得不等待许可及获得辉瑞的原始产品。MPP执行董事查尔斯·戈尔(Charles Gore)表示,有一些不可避免的障碍和复杂性需要时间来解决,包括监管机构的批准,以及证明辉瑞这种药物可以随着时间的推移保持其特性。据彭博,英国利物浦大学高级研究员安德鲁·希尔(Andrew Hill)表示,制造Paxlovid的另一个潜在挑战是获取原材料。据Airfinity数据,该药生产过程需要从全球供应商大量采购38种不同的原料和试剂。虽然目前还没有任何已知的短缺,但未来可能会存在瓶颈。希尔补充说,尽管辉瑞承诺扩大其药物的可获得性,但鉴于新冠疫情发展轨迹的不确定性,一些制造商也不确定需求和能否收回成本。辉瑞已经采取措施扩大其药物的可获得性。除了签署许可协议,并承诺不会从低收入国家的销售中收取特许权使用费外,该公司还表示,在疫情期间,它将采用分层定价体系,富裕国家支付更多费用。据非洲官员说,该公司还达成了向非洲供货的初步协议。辉瑞已经将2022年Paxlovid的产量预计提高到1.2亿疗程,并计划今年在美国交付2000万疗程。Airfinity数据显示,英国购买了约275万疗程,另外1000万疗程将用于低收入国家。尽管如此,健康倡导者仍呼吁该公司向发展中国家分配更多疗程,并将Paxlovid提供给评估其与其他新冠特效药联合使用的研究人员。他们说,许多国家的新冠病毒检测能力可能不够,这也可能带来一个问题,因为Paxlovid需在症状开始后不超过5天内服用。","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094947819,"gmtCreate":1645055940735,"gmtModify":1676533991373,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094947819","repostId":"1167159330","repostType":4,"repost":{"id":"1167159330","kind":"news","pubTimestamp":1645020376,"share":"https://ttm.financial/m/news/1167159330?lang=&edition=fundamental","pubTime":"2022-02-16 22:06","market":"us","language":"zh","title":"谷歌宣布在安卓系统内推出“隐私沙盒”","url":"https://stock-news.laohu8.com/highlight/detail?id=1167159330","media":"新浪科技","summary":"在安卓上构建隐私沙盒的目标是开发有效且能增强隐私保护的广告解决方案。","content":"<html><head></head><body><p>北京时间2月16日晚间消息,安卓(Android)安全与隐私产品管理副总裁Anthony Chavez宣布,将在安卓系统上构建“隐私沙盒”,引入更新的、更具私密性的广告解决方案。这些解决方案会限制与第三方共享用户信息,并且能够在没有跨应用标识,包括广告ID的情况下运行。在安卓上构建隐私沙盒的目标是开发有效且能增强隐私保护的广告解决方案。</p><p>Anthony表示,从今天开始,开发者可以在Android开发者网站查看初始设计方案并且分享反馈。Google计划在年内,随测试版一同发布开发者预览版,并将定期更新设计和时间表。</p><p>2021年6月,Google在Chrome浏览器中推出网页端的隐私沙盒,目标是在保护个人信息的同时,为广告商推广到目标人群提供有效工具。</p></body></html>","source":"lsy1635144614083","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\" 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Chavez宣布,将在安卓系统上构建“隐私沙盒”,引入更新的、更具私密性的广告解决方案。这些解决方案会限制与第三方共享用户信息,并且能够在没有跨应用标识,包括广告ID的情况下运行。在安卓上构建隐私沙盒的目标是开发有效且能增强隐私保护的广告解决方案。Anthony表示,从今天开始,开发者可以在Android...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-02-16/doc-ikyamrna1148577.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68efcd09eb1dae3fe83b4205933c8f57","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://finance.sina.com.cn/tech/2022-02-16/doc-ikyamrna1148577.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167159330","content_text":"北京时间2月16日晚间消息,安卓(Android)安全与隐私产品管理副总裁Anthony Chavez宣布,将在安卓系统上构建“隐私沙盒”,引入更新的、更具私密性的广告解决方案。这些解决方案会限制与第三方共享用户信息,并且能够在没有跨应用标识,包括广告ID的情况下运行。在安卓上构建隐私沙盒的目标是开发有效且能增强隐私保护的广告解决方案。Anthony表示,从今天开始,开发者可以在Android开发者网站查看初始设计方案并且分享反馈。Google计划在年内,随测试版一同发布开发者预览版,并将定期更新设计和时间表。2021年6月,Google在Chrome浏览器中推出网页端的隐私沙盒,目标是在保护个人信息的同时,为广告商推广到目标人群提供有效工具。","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095647771,"gmtCreate":1644910814235,"gmtModify":1676533974830,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095647771","repostId":"2211657248","repostType":4,"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095314893,"gmtCreate":1644823094212,"gmtModify":1676533965276,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095314893","repostId":"1100223221","repostType":4,"repost":{"id":"1100223221","kind":"news","pubTimestamp":1644822693,"share":"https://ttm.financial/m/news/1100223221?lang=&edition=fundamental","pubTime":"2022-02-14 15:11","market":"us","language":"zh","title":"哪吒汽车连续三月销量破万,获两大资本加持“闹海”","url":"https://stock-news.laohu8.com/highlight/detail?id=1100223221","media":"投资者报","summary":"亮眼成绩背后的战略思想,主要依靠的是先攻克三四线站稳“脚跟”。","content":"<html><head></head><body><p>古有哪吒,伏龙闹海,这胖娃娃脚踩风火轮手拿乾坤圈,凭借天真烂漫与不畏强权的品质,深得人们喜爱。</p><p>现如今,合众新能源汽车有限公司(下称“哪吒汽车”)旗下汽车品牌“哪吒汽车”,其2021年销量增长近四倍,附带有实力的投资方入场,外加其联合创始人张勇的“豪言壮志”——“助力中国汽车工业‘弯道超车’,实现跻身世界汽车强国前列的愿景。”不难看出,这个“哪吒”同样颇有预将大闹新能源汽车这片“海”的气势。</p><p>不过,暂且不论新能源汽车领域现在到底是“蓝海”还是“红海”,就目前造车新势力的“蔚小理”长期霸榜前三的情形来看,哪吒汽车想要搅动这个局,可得拿出些法宝了。</p><p>脚踩亲民“风火轮”</p><p>各家造车新势力的2021年度销量成绩单纷纷在近期出炉。和2020年一样,领跑的仍然由大伙熟悉的“蔚小理”占领,小鹏汽车(XPEV.N;9868.HK)、蔚来汽车(NIO.N)、理想汽车(LI.O)分别以98155辆、91429辆和90491辆的销售业绩占据前三,但排名和2020年稍微产生了变化。小鹏汽车在2021年成功反超另外两家获得第一的位置,蔚来汽车紧随其后,仅靠理想ONE一款产品的理想汽车获得销量第三的席位,组成了“小蔚理”。</p><p>紧随“小蔚理”其后的便是哪吒汽车,全年累计销售69674辆,同比增长362%。今年1月,哪吒汽车在公众号公布其2022年1月份的交付量,达11009辆,同比增长402%,环比增长8.71%,而且哪吒汽车已连续三个月单月交付量破万。作为合众新能源旗下推出不到四年的新生品牌,目前已突破“万元户”,这势头可谓称得上高歌猛进了。</p><p><img src=\"https://static.tigerbbs.com/b0c118b561d85648fc5c866ae3ec205a\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>亮眼成绩背后的战略思想,主要依靠的是先攻克三四线站稳“脚跟”。哪吒汽车首款车型为哪吒N01,售价6.58-9.96万元,主攻三四五线城市,彼时其在一线城市甚至没有开设销售点;2020年3月21日,哪吒品牌旗下第二款量产车哪吒U正式上市,补贴后售价13.98-19.98万元,这个节点哪吒汽车才陆陆续续登陆一二线城市;2020年11月,哪吒V上市,售价最低至5.99万元。</p><p>从产品定位看,哪吒汽车可谓是“薄利多销”型,价格聚焦在10万元左右,与“蔚小理”30万元以上的市场定位相比,价格和目标客户都尚有差距。按车型来分,6万元起的哪吒V车系列在2021年共交付49646辆,14万至20万元价位的U车系交付20028辆,而首款车型哪吒N01目前已停产停售。</p><p>“薄利多销”在汽车领域确实可以红极一时,但在这块下沉细分市场也同样有竞争者。五菱宏光mini EV,在2021年的销量为39万台,仅2021年12月就卖出了35388辆车,可真是一个月就快抵上哪吒V系列大半年的数据了。而且五菱宏光之前也因为国潮热被冠上“国产之光”的美誉,其高性价比的形象已经深入人心。</p><p>哪吒汽车如果仅仅只靠踩着低价格的亲民战略这个“风火轮”,能前进多远显然还是个未知数。哪吒汽车未来是否加入中高端突围战,有待观察。</p><p>“乾坤圈”or“紧箍咒”?</p><p>哪吒汽车获得投资方入场也引人关注。2021年10月18日晚间,三六零(601360.SH)拟以自有资金共计人民币29亿元投资入股哪吒汽车,投资全部完成后,公司将间接合计持有哪吒汽车16.594%股权,合计成为哪吒汽车第二大股东。</p><p><img src=\"https://static.tigerbbs.com/3a547a393d650d2a80795cc8c88839d2\" tg-width=\"550\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>三六零创始人兼CEO周鸿祎曾在2021年世界互联网大会企业家高峰论坛上表示,公司投资造车不是资本的无序扩张,而是把技术、人才、资金和数字化基因赋能给汽车制造业,产生“化学反应”和“链式反应”,打造智能网联汽车的新标杆。</p><p>这对于目前暂未走通上市之路的哪吒汽车而言可谓极其重要。领跑的新能源汽车三巨头蔚来汽车、理想汽车、小鹏汽车都已陆续上市。此前,哪吒汽车曾公开表示,计划于2021年初在科创板上市,抢滩科创板新能源汽车第一股。但事与愿违,科创板上市审核趋严,哪吒汽车的科创板上市计划也并无进展。近期有传闻称哪吒汽车正在考虑赴香港上市,《思维财经》与哪吒汽车就此问题联系沟通,尚未得到回复。</p><p>除此之外,哪吒汽车的另一重要投资方是宁德时代。2021年11月8日,哪吒汽车宣布宁德时代将参与D2轮融资,并在技术研发和供应链保障领域全面开启战略合作。宁德时代是新能源汽车电池行业数一数二的龙头。国际能源网SNE Research显示,2021年,在国内总计140GWh的总装机量中,宁德时代电池总装机量为69.44GWh,市场份额几近达到50%,妥妥的占据了半壁江山。</p><p><img src=\"https://static.tigerbbs.com/b42d0076fbac83c4a10b381a0d083346\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>不过这两个投资方各有自己的小“九九”。周鸿祎此前在回答为何会选择投资哪吒汽车时称,“蔚来、小鹏、理想都上市了,所以我的选择空间很小。哪吒汽车更像是一个创业团队,传统车厂可能不需要我,我也更愿意选择创业公司。”</p><p>入股哪吒汽车,周鸿祎更多目光可能还是放在三六零上。他曾公开表示过,要将哪吒汽车作为智能网联汽车安全的试验田。2021年11月3日,哪吒汽车召开新车哪吒V Pro发布会,周鸿祎发来视频祝贺,他宣布V Pro是三六零安全上车的小试点,是三六零迈出了智能汽车网络安全量产的一大步。</p><p>而宁德时代的入驻投资哪吒汽车,更像是在拓宽“朋友圈”。宁德时代的投资布局已经遍及海内外动力电池的上游原材料市场及下游汽车制造商。入股哪吒汽车,已经是宁德时代第六次投资下游新能源车企了。在新能源汽车制造方面,宁德时代投资的标的还包括阿维塔科技、极氪汽车、爱驰汽车、北汽蓝谷、VALMET汽车。其中投资额最高的是宁德时代于2021年11月5日注资7.7亿元,拿下长安汽车控股子公司阿维塔科技23.99%的股权。其公告显示,宁德时代将与阿维塔科技共同开发智能电动网联汽车平台。</p><p>勤树友,少树敌。直接“给钱”可谓是拓展朋友圈最好的方法之一,宁德时代入驻下游主机厂,其主要目的或许是为了抢夺新能源汽车的行业标准制定权。它并无所谓入驻哪一家,只要是新能源车企就好。</p><p>一边是三六零的“试验田”,另一边成为宁德时代的“朋友圈”之一。哪吒汽车如何在资本的加持下,妥善利用好各方商业圈来扩充自身,也许并不容易。各路神仙给哪吒汽车抛来的究竟是“乾坤圈”还是“紧箍咒”,现在来看仍然未知。</p><p>不过,2021年11月,哪吒汽车发布了全栈自研的智能安全汽车平台——“山海平台”;2021年推出了“千人百亿计划”,即招聘1000个智能技术方面的人才,投入100亿元的研发经费。可见哪吒汽车的智能中高端之路也在一步步的前进,未来这个“哪吒”能否闹海,如何闹海,我们拭目以待。</p></body></html>","source":"lsy1577660442711","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\" 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.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\">\n哪吒汽车连续三月销量破万,获两大资本加持“闹海”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 15:11 北京时间 <a href=https://finance.sina.com.cn/tech/2022-02-14/doc-ikyamrna0613493.shtml><strong>投资者报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>古有哪吒,伏龙闹海,这胖娃娃脚踩风火轮手拿乾坤圈,凭借天真烂漫与不畏强权的品质,深得人们喜爱。现如今,合众新能源汽车有限公司(下称“哪吒汽车”)旗下汽车品牌“哪吒汽车”,其2021年销量增长近四倍,附带有实力的投资方入场,外加其联合创始人张勇的“豪言壮志”——“助力中国汽车工业‘弯道超车’,实现跻身世界汽车强国前列的愿景。”不难看出,这个“哪吒”同样颇有预将大闹新能源汽车这片“海”的气势。不过,...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2022-02-14/doc-ikyamrna0613493.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7549c1b87f3047c617bf05b3bfadb5fa","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/2022-02-14/doc-ikyamrna0613493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100223221","content_text":"古有哪吒,伏龙闹海,这胖娃娃脚踩风火轮手拿乾坤圈,凭借天真烂漫与不畏强权的品质,深得人们喜爱。现如今,合众新能源汽车有限公司(下称“哪吒汽车”)旗下汽车品牌“哪吒汽车”,其2021年销量增长近四倍,附带有实力的投资方入场,外加其联合创始人张勇的“豪言壮志”——“助力中国汽车工业‘弯道超车’,实现跻身世界汽车强国前列的愿景。”不难看出,这个“哪吒”同样颇有预将大闹新能源汽车这片“海”的气势。不过,暂且不论新能源汽车领域现在到底是“蓝海”还是“红海”,就目前造车新势力的“蔚小理”长期霸榜前三的情形来看,哪吒汽车想要搅动这个局,可得拿出些法宝了。脚踩亲民“风火轮”各家造车新势力的2021年度销量成绩单纷纷在近期出炉。和2020年一样,领跑的仍然由大伙熟悉的“蔚小理”占领,小鹏汽车(XPEV.N;9868.HK)、蔚来汽车(NIO.N)、理想汽车(LI.O)分别以98155辆、91429辆和90491辆的销售业绩占据前三,但排名和2020年稍微产生了变化。小鹏汽车在2021年成功反超另外两家获得第一的位置,蔚来汽车紧随其后,仅靠理想ONE一款产品的理想汽车获得销量第三的席位,组成了“小蔚理”。紧随“小蔚理”其后的便是哪吒汽车,全年累计销售69674辆,同比增长362%。今年1月,哪吒汽车在公众号公布其2022年1月份的交付量,达11009辆,同比增长402%,环比增长8.71%,而且哪吒汽车已连续三个月单月交付量破万。作为合众新能源旗下推出不到四年的新生品牌,目前已突破“万元户”,这势头可谓称得上高歌猛进了。亮眼成绩背后的战略思想,主要依靠的是先攻克三四线站稳“脚跟”。哪吒汽车首款车型为哪吒N01,售价6.58-9.96万元,主攻三四五线城市,彼时其在一线城市甚至没有开设销售点;2020年3月21日,哪吒品牌旗下第二款量产车哪吒U正式上市,补贴后售价13.98-19.98万元,这个节点哪吒汽车才陆陆续续登陆一二线城市;2020年11月,哪吒V上市,售价最低至5.99万元。从产品定位看,哪吒汽车可谓是“薄利多销”型,价格聚焦在10万元左右,与“蔚小理”30万元以上的市场定位相比,价格和目标客户都尚有差距。按车型来分,6万元起的哪吒V车系列在2021年共交付49646辆,14万至20万元价位的U车系交付20028辆,而首款车型哪吒N01目前已停产停售。“薄利多销”在汽车领域确实可以红极一时,但在这块下沉细分市场也同样有竞争者。五菱宏光mini EV,在2021年的销量为39万台,仅2021年12月就卖出了35388辆车,可真是一个月就快抵上哪吒V系列大半年的数据了。而且五菱宏光之前也因为国潮热被冠上“国产之光”的美誉,其高性价比的形象已经深入人心。哪吒汽车如果仅仅只靠踩着低价格的亲民战略这个“风火轮”,能前进多远显然还是个未知数。哪吒汽车未来是否加入中高端突围战,有待观察。“乾坤圈”or“紧箍咒”?哪吒汽车获得投资方入场也引人关注。2021年10月18日晚间,三六零(601360.SH)拟以自有资金共计人民币29亿元投资入股哪吒汽车,投资全部完成后,公司将间接合计持有哪吒汽车16.594%股权,合计成为哪吒汽车第二大股东。三六零创始人兼CEO周鸿祎曾在2021年世界互联网大会企业家高峰论坛上表示,公司投资造车不是资本的无序扩张,而是把技术、人才、资金和数字化基因赋能给汽车制造业,产生“化学反应”和“链式反应”,打造智能网联汽车的新标杆。这对于目前暂未走通上市之路的哪吒汽车而言可谓极其重要。领跑的新能源汽车三巨头蔚来汽车、理想汽车、小鹏汽车都已陆续上市。此前,哪吒汽车曾公开表示,计划于2021年初在科创板上市,抢滩科创板新能源汽车第一股。但事与愿违,科创板上市审核趋严,哪吒汽车的科创板上市计划也并无进展。近期有传闻称哪吒汽车正在考虑赴香港上市,《思维财经》与哪吒汽车就此问题联系沟通,尚未得到回复。除此之外,哪吒汽车的另一重要投资方是宁德时代。2021年11月8日,哪吒汽车宣布宁德时代将参与D2轮融资,并在技术研发和供应链保障领域全面开启战略合作。宁德时代是新能源汽车电池行业数一数二的龙头。国际能源网SNE Research显示,2021年,在国内总计140GWh的总装机量中,宁德时代电池总装机量为69.44GWh,市场份额几近达到50%,妥妥的占据了半壁江山。不过这两个投资方各有自己的小“九九”。周鸿祎此前在回答为何会选择投资哪吒汽车时称,“蔚来、小鹏、理想都上市了,所以我的选择空间很小。哪吒汽车更像是一个创业团队,传统车厂可能不需要我,我也更愿意选择创业公司。”入股哪吒汽车,周鸿祎更多目光可能还是放在三六零上。他曾公开表示过,要将哪吒汽车作为智能网联汽车安全的试验田。2021年11月3日,哪吒汽车召开新车哪吒V Pro发布会,周鸿祎发来视频祝贺,他宣布V Pro是三六零安全上车的小试点,是三六零迈出了智能汽车网络安全量产的一大步。而宁德时代的入驻投资哪吒汽车,更像是在拓宽“朋友圈”。宁德时代的投资布局已经遍及海内外动力电池的上游原材料市场及下游汽车制造商。入股哪吒汽车,已经是宁德时代第六次投资下游新能源车企了。在新能源汽车制造方面,宁德时代投资的标的还包括阿维塔科技、极氪汽车、爱驰汽车、北汽蓝谷、VALMET汽车。其中投资额最高的是宁德时代于2021年11月5日注资7.7亿元,拿下长安汽车控股子公司阿维塔科技23.99%的股权。其公告显示,宁德时代将与阿维塔科技共同开发智能电动网联汽车平台。勤树友,少树敌。直接“给钱”可谓是拓展朋友圈最好的方法之一,宁德时代入驻下游主机厂,其主要目的或许是为了抢夺新能源汽车的行业标准制定权。它并无所谓入驻哪一家,只要是新能源车企就好。一边是三六零的“试验田”,另一边成为宁德时代的“朋友圈”之一。哪吒汽车如何在资本的加持下,妥善利用好各方商业圈来扩充自身,也许并不容易。各路神仙给哪吒汽车抛来的究竟是“乾坤圈”还是“紧箍咒”,现在来看仍然未知。不过,2021年11月,哪吒汽车发布了全栈自研的智能安全汽车平台——“山海平台”;2021年推出了“千人百亿计划”,即招聘1000个智能技术方面的人才,投入100亿元的研发经费。可见哪吒汽车的智能中高端之路也在一步步的前进,未来这个“哪吒”能否闹海,如何闹海,我们拭目以待。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092664011,"gmtCreate":1644623220419,"gmtModify":1676533946562,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092664011","repostId":"1196206016","repostType":4,"isVote":1,"tweetType":1,"viewCount":2300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096460924,"gmtCreate":1644450603876,"gmtModify":1676533927146,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096460924","repostId":"2210155121","repostType":4,"repost":{"id":"2210155121","kind":"news","pubTimestamp":1644448796,"share":"https://ttm.financial/m/news/2210155121?lang=&edition=fundamental","pubTime":"2022-02-10 07:19","market":"hk","language":"zh","title":"三星发布Galaxy S22系列新品,25日将在全球上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2210155121","media":"界面新闻","summary":"据韩联社消息,三星电子于当地时间2月10日举行在线发布会,正式公开Galaxy S22系列旗舰手机和Galaxy Tab S8系列平板电脑。Galaxy S22系列依旧是三款机型,分别是S22、S22+及S22 Ultra。S22 Ultra是S系列首款内置手写笔“S Pen”的产品,沿袭Note系列设计。S22 Ultra为145.2万韩元,512GB售155.1万韩元。三款新机将于14日至24日在本土预售,25日在全球上市。此次推出的平板电脑分别是Tab S8(标准版)、Tab S8+和S8 Ultra。","content":"<div>\n<p>据韩联社消息,三星电子于当地时间2月10日举行在线发布会,正式公开Galaxy S22系列旗舰手机和Galaxy Tab S8系列平板电脑。Galaxy S22系列依旧是三款机型,分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计,S22 Ultra采用6.8英寸曲面屏,采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品...</p>\n\n<a href=\"https://tech.sina.cn/t/2022-02-09/detail-ikyakumy5087963.d.html?vt=4\">Web Link</a>\n\n</div>\n","source":"sina_tech","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\" 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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\">\n三星发布Galaxy S22系列新品,25日将在全球上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 07:19 北京时间 <a href=https://tech.sina.cn/t/2022-02-09/detail-ikyakumy5087963.d.html?vt=4><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据韩联社消息,三星电子于当地时间2月10日举行在线发布会,正式公开Galaxy S22系列旗舰手机和Galaxy Tab S8系列平板电脑。Galaxy S22系列依旧是三款机型,分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计,S22 Ultra采用6.8英寸曲面屏,采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品...</p>\n\n<a href=\"https://tech.sina.cn/t/2022-02-09/detail-ikyakumy5087963.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21d799a5427e8f371140cd605d8e463e","relate_stocks":{"SMSN.UK":"三星"},"source_url":"https://tech.sina.cn/t/2022-02-09/detail-ikyakumy5087963.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210155121","content_text":"据韩联社消息,三星电子于当地时间2月10日举行在线发布会,正式公开Galaxy S22系列旗舰手机和Galaxy Tab S8系列平板电脑。Galaxy S22系列依旧是三款机型,分别是S22、S22+及S22 Ultra。S22和S22+分别采用6.1英寸和6.6英寸直屏设计,S22 Ultra采用6.8英寸曲面屏,采用2K超高分辨率。S22 Ultra是S系列首款内置手写笔“S Pen”的产品,沿袭Note系列设计。S22和S22 Plus均提供8GB内存、256GB内存版本,前者售价99.99万韩元(约合人民币5324元),S22 Plus售价119.9万韩元。S22 Ultra(12GB+256GB)为145.2万韩元,512GB售155.1万韩元。三款新机将于14日至24日在本土预售,25日在全球上市。三星Galaxy Tab S8系列旗舰平板电脑的产品线也一同亮相发布会。此次推出的平板电脑分别是Tab S8(标准版)、Tab S8+和S8 Ultra。","news_type":1,"symbols_score_info":{"SMSN.UK":1}},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096815615,"gmtCreate":1644361454398,"gmtModify":1676533915794,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096815615","repostId":"1161122802","repostType":4,"repost":{"id":"1161122802","kind":"news","pubTimestamp":1644328506,"share":"https://ttm.financial/m/news/1161122802?lang=&edition=fundamental","pubTime":"2022-02-08 21:55","market":"us","language":"zh","title":"它将「救」松下,还是特斯拉?","url":"https://stock-news.laohu8.com/highlight/detail?id=1161122802","media":"未来汽车日报","summary":"梅田表示,一旦能够交付4680电池,松下将首先优先供应特斯拉。而背靠4680电池希望东山再起的松下,也在努力扩大自己的先发优势,计划将4680电池出售给特斯拉以外的电动车企业。这也让外界将4680电池视为特斯拉再次降价的关键所在。松下首席财务官兼CFO梅田博和曾解释,电池事业部之所以能在2020财年实现盈利,与特斯拉的关联业务净利润转正密切相关。按计划,特斯拉将在2030年实现交付2000万辆的目标。","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6412b9262952171127c01a1f2b6783ab\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/>被视为能改变动力电池格局的4680电池终于迎来量产时刻。</p><p>2月2号,松下首席财务官梅田博和(Hirokazu Umeda)在公司季度财报会议上表示,松下将于今年年初在松下大阪总部附近的和歌山县工厂开始试生产4680电池,不过对方并未透露大规模量产的具体时间和地点。</p><p>“经过各种测试后,我们将安装一条新的4680电池量产线,可能也在和歌山县。”梅田表示,一旦能够交付4680电池,松下将首先优先供应特斯拉。</p><p>据日本时报分析,松下之所以在日本设立4680生产线,原因在于松下与特斯拉联合运营的内华达州Gigafactory工厂难以扩大生产,生产基地靠近松下大阪总部,便于派遣工程师对其机器进行微调。</p><p>早在今年1月,日经就曾报道称,松下计划在日本投入约800亿日元(约7亿美元)生产4680电池,年产量在10GWh左右,相当于每年可以为15万辆汽车提供动力电池。</p><p>4680电池最早在2020年9月特斯拉的“电池日”上亮相,彼时被特斯拉CEO埃隆·马斯克 (Elon Musk)称之为电池技术上“巨大的突破”。按照他的说法,4680电芯的单体能量提高5倍,整车续航里程增加16%,电力相比有极耳电池提升6倍,功率输出提升6倍。</p><p>对于被寄予厚望的4680,特斯拉虽然优先选择了曾经紧密合作的松下,但未来能否确保由其一家主供仍有很大的不确定性。而背靠4680电池希望东山再起的松下,也在努力扩大自己的先发优势,计划将4680电池出售给特斯拉以外的电动车企业。</p><p><b>理想丰满,量产骨感</b></p><p>从推进Cybertruck的量产,到降低成本实现规模化优势,特斯拉对于4680电池的紧迫需求毋庸置疑。马斯克曾预测到2022年可能会推出配备该电池的电动车。然而实际情况是,经历了多次跳票,人们对其态度也从亢奋逐渐回归理性。</p><p>对于迟迟未能实现量产上车的4680电池来说,最大的困难就是实现大规模制造,提高良品率。</p><p>“4680电池的工艺优化已经进行了很久,即便目前良品率不达标,在2022年也需要推进4680的落地。”一位汽车电子行业从业者表示。</p><p>4680大圆柱电池采用无极耳设计,尺寸和能量密度更大。然而更大的容量意味着生产难度的提高,由于电池过大,难以从中心散发热量,这也导致电池容易出现安全问题。此外,由于涉及到工艺、材料以及产线等多方面的调整,初期其产品良率仅为20%左右。</p><p>“4680电池也更容易受到颗粒污染,这是电动汽车起火的常见原因,当微小的金属碎片进入电池中心时,会导致电池短路。”松下电动汽车电池负责人Yasuaki Takamoto此前在接受采访时表示,出于安全考虑,想要生产这些更大的电池,工厂的工艺需要提升一到两个级别。</p><p><img src=\"https://static.tigerbbs.com/c66ddf80e308b39eacda09c149ab4609\" tg-width=\"1080\" tg-height=\"574\" referrerpolicy=\"no-referrer\"/>无极耳电池 来源:特斯拉</p><p>特斯拉也没有完全解决良率问题。马斯克曾承认,虽然特斯拉能够在实验室实现生产,但“工厂扩大生产的过程比实验室困难的多”。</p><p>为了提升良品率,特斯拉曾在全球范围内寻找4680大圆柱电池的合作生产商。除了松下,韩国的LG能源、三星SDI,以及国内的动力电池企业都在加快布局该电池。</p><p>36氪曾在相关报道中援引消息人士称,宁德时代的大圆柱电池也在加快节奏,项目名称叫“金箍棒”,与特斯拉洽谈的大圆柱电池公司还包括亿纬锂能等。</p><p>2021年年底,松下联合索尼对外宣称,4680电池的良品率已经从之前的20%提升至80%,这或许也是松下宣称今年实现试生产的底气。然而即便如此,想要实现规模生产仍需要不断提高其良品率。</p><p>1月27日,马斯克在特斯拉第四季度财报电话会上表示,特斯拉已经在使用4680电池制造Model Y。“我们将在车辆通过最终认证后开始交付,这应该很快。”</p><p>特斯拉高级工程副总裁Drew Baglino也验证了这一说法,“今年4680电池供应不会受到限制,预计在2022年一季度末首批交付搭载4680电池的Model Y。”他透露,特斯拉德克萨斯工厂将是其第一家全面生产4680电池的工厂,年产能将是弗里蒙特工厂的数倍,预计产能超过100GWh。</p><p><b>4680电池还值得万众欢呼吗?</b></p><p>相比以往的21700电池,4680电池直径更宽、高度更高。按照75KWh的容量计算,18650电池需要7100个电芯,2170圆柱需要4400个左右,而4680电池仅需950个。</p><p>电芯越少,意味着PACK设计的利用率更高,这也意味着对生产效率的提升以及成本的下降带来影响。上述汽车电子行业从业者表示,从理想的Pack设计来看,4680电芯可以让电池平台成本下降50%-60%。这也让外界将4680电池视为特斯拉再次降价的关键所在。</p><p>从各家车企对电池技术路线的选择来看,特斯拉是为数不多大规模使用圆柱动力电池的车企,像是戴姆勒、日产等车企主要使用软包电池,国内大部分车企都选择使用方型电池。</p><p>而4680电池之所以能够成为行业押注的方向,主要还是得益于成本、性能、效率的提升。</p><p>目前保时捷、大众、江淮都明确表示将应用大圆柱电池,国内比克、力神、亿纬锂能及蜂巢能源等电池企业也在跟进包括4680在内的大圆柱电池的研发。</p><p>一位固态电池车企高管告诉未来汽车日报,大圆柱电池可以提升电动汽车的装配效率,速度可以提高两三成,节约时间就是节约成本。</p><p>当“宁王”在动力电池领域一家独大,无法撼动其地位的二线玩家则将目光纷纷聚集在了尚无定论的4680圆柱电池上。</p><p>“高镍圆柱21700电池及刀片电池功率性能差,高镍方形软包电池安全性存在风险。”江淮汽车新能源汽车研究院电池系统部技术副总监秦李伟认为,全极耳高镍圆柱4680电池完全可以兼顾能量密度、安全性及功率性能。</p><p>他透露,目前江淮汽车正基于46系列的全新平台规划,未来将开发4680/46105系列电芯,并实现整包CTP。</p><p><img src=\"https://static.tigerbbs.com/4fad377a7253226610730f42561096ef\" tg-width=\"842\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/>比克4680大圆柱电池 来源:比克电池</p><p>比克首席科学家林建也表示,比克正与客户合作进行全极耳大圆柱电池的应用开发,4680电芯预计将于2023年开始开始批量生产,并在电车市场率先应用。</p><p>在大圆柱电池方面,亿纬锂能已经布局了46800和46950两大型号,并计划在2023年后逐步向市场推广大圆柱电池。</p><p>从当前各家给出的量产时间来看,特斯拉和松下在大规模量产时,行业里的其他玩家也将开启新一轮的较量。不过眼下对于松下来说,能否在4680电池上成为特斯拉这位“顶级”客户的专供,意义非凡。</p><p>松下首席财务官兼CFO梅田博和曾解释,电池事业部之所以能在2020财年实现盈利,与特斯拉的关联业务净利润转正密切相关。从最初作为特斯拉唯一的动力电池供应商,到逐渐失去市场份额掉队,4680电池也被认为是松下东山再起的利器。</p><p>不过并非所有人都将该创新视为“万能良药”。“特斯拉4680电池是一个很好的封装,但不是化学层面的突破。”美国新造车公司Lucid CEO Peter Rawlinson曾直言,“将特斯拉4680电池称为突破是一种幻想。”</p><p>新街研究(New Street Research)分析师皮埃尔·费拉古也曾表达同样的看法,在该分析师看来,4680电池与特斯拉的长期成功无关,其他汽车制造商也能做到这一点,“这种电池不会帮助特斯拉在长期竞争中脱颖而出”。</p><p>按计划,特斯拉将在2030年实现交付2000万辆的目标。借助4680电池,特斯拉能实现其宏伟的目标吗?</p></body></html>","source":"WLQC","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\" 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.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\">\n它将「救」松下,还是特斯拉?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 21:55 北京时间 <a href=https://36kr.com/p/1606504151730693><strong>未来汽车日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>被视为能改变动力电池格局的4680电池终于迎来量产时刻。2月2号,松下首席财务官梅田博和(Hirokazu Umeda)在公司季度财报会议上表示,松下将于今年年初在松下大阪总部附近的和歌山县工厂开始试生产4680电池,不过对方并未透露大规模量产的具体时间和地点。“经过各种测试后,我们将安装一条新的4680电池量产线,可能也在和歌山县。”梅田表示,一旦能够交付4680电池,松下将首先优先供应特斯拉。...</p>\n\n<a href=\"https://36kr.com/p/1606504151730693\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6412b9262952171127c01a1f2b6783ab","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://36kr.com/p/1606504151730693","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161122802","content_text":"被视为能改变动力电池格局的4680电池终于迎来量产时刻。2月2号,松下首席财务官梅田博和(Hirokazu Umeda)在公司季度财报会议上表示,松下将于今年年初在松下大阪总部附近的和歌山县工厂开始试生产4680电池,不过对方并未透露大规模量产的具体时间和地点。“经过各种测试后,我们将安装一条新的4680电池量产线,可能也在和歌山县。”梅田表示,一旦能够交付4680电池,松下将首先优先供应特斯拉。据日本时报分析,松下之所以在日本设立4680生产线,原因在于松下与特斯拉联合运营的内华达州Gigafactory工厂难以扩大生产,生产基地靠近松下大阪总部,便于派遣工程师对其机器进行微调。早在今年1月,日经就曾报道称,松下计划在日本投入约800亿日元(约7亿美元)生产4680电池,年产量在10GWh左右,相当于每年可以为15万辆汽车提供动力电池。4680电池最早在2020年9月特斯拉的“电池日”上亮相,彼时被特斯拉CEO埃隆·马斯克 (Elon Musk)称之为电池技术上“巨大的突破”。按照他的说法,4680电芯的单体能量提高5倍,整车续航里程增加16%,电力相比有极耳电池提升6倍,功率输出提升6倍。对于被寄予厚望的4680,特斯拉虽然优先选择了曾经紧密合作的松下,但未来能否确保由其一家主供仍有很大的不确定性。而背靠4680电池希望东山再起的松下,也在努力扩大自己的先发优势,计划将4680电池出售给特斯拉以外的电动车企业。理想丰满,量产骨感从推进Cybertruck的量产,到降低成本实现规模化优势,特斯拉对于4680电池的紧迫需求毋庸置疑。马斯克曾预测到2022年可能会推出配备该电池的电动车。然而实际情况是,经历了多次跳票,人们对其态度也从亢奋逐渐回归理性。对于迟迟未能实现量产上车的4680电池来说,最大的困难就是实现大规模制造,提高良品率。“4680电池的工艺优化已经进行了很久,即便目前良品率不达标,在2022年也需要推进4680的落地。”一位汽车电子行业从业者表示。4680大圆柱电池采用无极耳设计,尺寸和能量密度更大。然而更大的容量意味着生产难度的提高,由于电池过大,难以从中心散发热量,这也导致电池容易出现安全问题。此外,由于涉及到工艺、材料以及产线等多方面的调整,初期其产品良率仅为20%左右。“4680电池也更容易受到颗粒污染,这是电动汽车起火的常见原因,当微小的金属碎片进入电池中心时,会导致电池短路。”松下电动汽车电池负责人Yasuaki Takamoto此前在接受采访时表示,出于安全考虑,想要生产这些更大的电池,工厂的工艺需要提升一到两个级别。无极耳电池 来源:特斯拉特斯拉也没有完全解决良率问题。马斯克曾承认,虽然特斯拉能够在实验室实现生产,但“工厂扩大生产的过程比实验室困难的多”。为了提升良品率,特斯拉曾在全球范围内寻找4680大圆柱电池的合作生产商。除了松下,韩国的LG能源、三星SDI,以及国内的动力电池企业都在加快布局该电池。36氪曾在相关报道中援引消息人士称,宁德时代的大圆柱电池也在加快节奏,项目名称叫“金箍棒”,与特斯拉洽谈的大圆柱电池公司还包括亿纬锂能等。2021年年底,松下联合索尼对外宣称,4680电池的良品率已经从之前的20%提升至80%,这或许也是松下宣称今年实现试生产的底气。然而即便如此,想要实现规模生产仍需要不断提高其良品率。1月27日,马斯克在特斯拉第四季度财报电话会上表示,特斯拉已经在使用4680电池制造Model Y。“我们将在车辆通过最终认证后开始交付,这应该很快。”特斯拉高级工程副总裁Drew Baglino也验证了这一说法,“今年4680电池供应不会受到限制,预计在2022年一季度末首批交付搭载4680电池的Model Y。”他透露,特斯拉德克萨斯工厂将是其第一家全面生产4680电池的工厂,年产能将是弗里蒙特工厂的数倍,预计产能超过100GWh。4680电池还值得万众欢呼吗?相比以往的21700电池,4680电池直径更宽、高度更高。按照75KWh的容量计算,18650电池需要7100个电芯,2170圆柱需要4400个左右,而4680电池仅需950个。电芯越少,意味着PACK设计的利用率更高,这也意味着对生产效率的提升以及成本的下降带来影响。上述汽车电子行业从业者表示,从理想的Pack设计来看,4680电芯可以让电池平台成本下降50%-60%。这也让外界将4680电池视为特斯拉再次降价的关键所在。从各家车企对电池技术路线的选择来看,特斯拉是为数不多大规模使用圆柱动力电池的车企,像是戴姆勒、日产等车企主要使用软包电池,国内大部分车企都选择使用方型电池。而4680电池之所以能够成为行业押注的方向,主要还是得益于成本、性能、效率的提升。目前保时捷、大众、江淮都明确表示将应用大圆柱电池,国内比克、力神、亿纬锂能及蜂巢能源等电池企业也在跟进包括4680在内的大圆柱电池的研发。一位固态电池车企高管告诉未来汽车日报,大圆柱电池可以提升电动汽车的装配效率,速度可以提高两三成,节约时间就是节约成本。当“宁王”在动力电池领域一家独大,无法撼动其地位的二线玩家则将目光纷纷聚集在了尚无定论的4680圆柱电池上。“高镍圆柱21700电池及刀片电池功率性能差,高镍方形软包电池安全性存在风险。”江淮汽车新能源汽车研究院电池系统部技术副总监秦李伟认为,全极耳高镍圆柱4680电池完全可以兼顾能量密度、安全性及功率性能。他透露,目前江淮汽车正基于46系列的全新平台规划,未来将开发4680/46105系列电芯,并实现整包CTP。比克4680大圆柱电池 来源:比克电池比克首席科学家林建也表示,比克正与客户合作进行全极耳大圆柱电池的应用开发,4680电芯预计将于2023年开始开始批量生产,并在电车市场率先应用。在大圆柱电池方面,亿纬锂能已经布局了46800和46950两大型号,并计划在2023年后逐步向市场推广大圆柱电池。从当前各家给出的量产时间来看,特斯拉和松下在大规模量产时,行业里的其他玩家也将开启新一轮的较量。不过眼下对于松下来说,能否在4680电池上成为特斯拉这位“顶级”客户的专供,意义非凡。松下首席财务官兼CFO梅田博和曾解释,电池事业部之所以能在2020财年实现盈利,与特斯拉的关联业务净利润转正密切相关。从最初作为特斯拉唯一的动力电池供应商,到逐渐失去市场份额掉队,4680电池也被认为是松下东山再起的利器。不过并非所有人都将该创新视为“万能良药”。“特斯拉4680电池是一个很好的封装,但不是化学层面的突破。”美国新造车公司Lucid CEO Peter Rawlinson曾直言,“将特斯拉4680电池称为突破是一种幻想。”新街研究(New Street Research)分析师皮埃尔·费拉古也曾表达同样的看法,在该分析师看来,4680电池与特斯拉的长期成功无关,其他汽车制造商也能做到这一点,“这种电池不会帮助特斯拉在长期竞争中脱颖而出”。按计划,特斯拉将在2030年实现交付2000万辆的目标。借助4680电池,特斯拉能实现其宏伟的目标吗?","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096058329,"gmtCreate":1644274393359,"gmtModify":1676533906005,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096058329","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644245081,"share":"https://ttm.financial/m/news/1186876974?lang=&edition=fundamental","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<html><head></head><body><p>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rose in Morning Trading</title>\n<style 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stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 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","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098320836","repostId":"1127734514","repostType":4,"isVote":1,"tweetType":1,"viewCount":647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091426711,"gmtCreate":1643932753437,"gmtModify":1676533872474,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091426711","repostId":"1168183550","repostType":4,"repost":{"id":"1168183550","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643932201,"share":"https://ttm.financial/m/news/1168183550?lang=&edition=fundamental","pubTime":"2022-02-04 07:50","market":"us","language":"zh","title":"福特汽车Q4营收377亿美元,净利润122.82亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1168183550","media":"老虎资讯综合","summary":"2月4日,福特汽车发布2021年第四季度及全年业绩。财报显示,第四季度营收377亿美元,市场预期355.22亿美元,去年同期332.16亿美元;第四季度净利润122.82亿美元,市场预期73.28亿美","content":"<html><head></head><body><p>2月4日,<a href=\"https://laohu8.com/S/F\">福特汽车</a>发布2021年第四季度及全年业绩。财报显示,第四季度营收377亿美元,市场预期355.22亿美元,去年同期332.16亿美元;第四季度净利润122.82亿美元,市场预期73.28亿美元,去年同期净亏损27.88亿美元;第四季度每股收益3.03美元,市场预期1.33美元,去年同期亏损0.7美元;调整后每股收益为0.26美元。</p><p><img src=\"https://static.tigerbbs.com/a377e097636c6971ccc9de24bd748b22\" tg-width=\"981\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>财报发布后,福特盘后股价跌逾4%</p><p><img src=\"https://static.tigerbbs.com/c0b2d6ab979e9f6dc642ec9f0dfe8fdf\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p>福特汽车2021年第四季度营收为377亿美元,同比增长5%,市场预期355.22亿美元;净利润为123亿美元,上年同期录得净亏损28亿美元,市场预期净利润73.28亿美元;每股收益为3.03美元,上年同期录得每股亏损0.7美元,市场预期每股收益1.33美元。</p><p>2021年全年营收为1363亿美元,同比增长7%;净利润为179亿美元,上年同期净亏损为13亿美元;每股收益为4.45美元,上年同期录得每股亏损0.32美元。</p><p>第四季度,公司运营现金流为35亿美元,调整后自由现金流为23亿美元;调整后EBIT为20亿美元。2021年全年,公司运营现金流为158亿美元,调整后自由现金流为46亿美元;调整后EBIT为100亿美元。</p><p>展望未来,福特汽车预计2022年调整后EBIT为115-125亿美元,分析师预期121.7亿美元;预计2022年调整后自由现金流为55-65亿美元;预计2022年车辆批发量增长约10%-15%;全球产量将在2023年前达到至少60万。</p><p>福特汽车CFO表示,由于芯片短缺和新冠疫情,第一季度的销量仍将面临挑战,但在那之后会显著改善,尤其是在第二季度,并预计2022年商品成本上涨15亿美元至20亿美元之间。但总的来说,2022年车辆销售组合和定价将保持强劲。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>福特汽车Q4营收377亿美元,净利润122.82亿美元</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{ 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#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\">\n福特汽车Q4营收377亿美元,净利润122.82亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-02-04 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月4日,<a href=\"https://laohu8.com/S/F\">福特汽车</a>发布2021年第四季度及全年业绩。财报显示,第四季度营收377亿美元,市场预期355.22亿美元,去年同期332.16亿美元;第四季度净利润122.82亿美元,市场预期73.28亿美元,去年同期净亏损27.88亿美元;第四季度每股收益3.03美元,市场预期1.33美元,去年同期亏损0.7美元;调整后每股收益为0.26美元。</p><p><img src=\"https://static.tigerbbs.com/a377e097636c6971ccc9de24bd748b22\" tg-width=\"981\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>财报发布后,福特盘后股价跌逾4%</p><p><img src=\"https://static.tigerbbs.com/c0b2d6ab979e9f6dc642ec9f0dfe8fdf\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"/></p><p>福特汽车2021年第四季度营收为377亿美元,同比增长5%,市场预期355.22亿美元;净利润为123亿美元,上年同期录得净亏损28亿美元,市场预期净利润73.28亿美元;每股收益为3.03美元,上年同期录得每股亏损0.7美元,市场预期每股收益1.33美元。</p><p>2021年全年营收为1363亿美元,同比增长7%;净利润为179亿美元,上年同期净亏损为13亿美元;每股收益为4.45美元,上年同期录得每股亏损0.32美元。</p><p>第四季度,公司运营现金流为35亿美元,调整后自由现金流为23亿美元;调整后EBIT为20亿美元。2021年全年,公司运营现金流为158亿美元,调整后自由现金流为46亿美元;调整后EBIT为100亿美元。</p><p>展望未来,福特汽车预计2022年调整后EBIT为115-125亿美元,分析师预期121.7亿美元;预计2022年调整后自由现金流为55-65亿美元;预计2022年车辆批发量增长约10%-15%;全球产量将在2023年前达到至少60万。</p><p>福特汽车CFO表示,由于芯片短缺和新冠疫情,第一季度的销量仍将面临挑战,但在那之后会显著改善,尤其是在第二季度,并预计2022年商品成本上涨15亿美元至20亿美元之间。但总的来说,2022年车辆销售组合和定价将保持强劲。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9c7511e646b4f70e751ca585ab218a0","relate_stocks":{"F":"福特汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168183550","content_text":"2月4日,福特汽车发布2021年第四季度及全年业绩。财报显示,第四季度营收377亿美元,市场预期355.22亿美元,去年同期332.16亿美元;第四季度净利润122.82亿美元,市场预期73.28亿美元,去年同期净亏损27.88亿美元;第四季度每股收益3.03美元,市场预期1.33美元,去年同期亏损0.7美元;调整后每股收益为0.26美元。财报发布后,福特盘后股价跌逾4%福特汽车2021年第四季度营收为377亿美元,同比增长5%,市场预期355.22亿美元;净利润为123亿美元,上年同期录得净亏损28亿美元,市场预期净利润73.28亿美元;每股收益为3.03美元,上年同期录得每股亏损0.7美元,市场预期每股收益1.33美元。2021年全年营收为1363亿美元,同比增长7%;净利润为179亿美元,上年同期净亏损为13亿美元;每股收益为4.45美元,上年同期录得每股亏损0.32美元。第四季度,公司运营现金流为35亿美元,调整后自由现金流为23亿美元;调整后EBIT为20亿美元。2021年全年,公司运营现金流为158亿美元,调整后自由现金流为46亿美元;调整后EBIT为100亿美元。展望未来,福特汽车预计2022年调整后EBIT为115-125亿美元,分析师预期121.7亿美元;预计2022年调整后自由现金流为55-65亿美元;预计2022年车辆批发量增长约10%-15%;全球产量将在2023年前达到至少60万。福特汽车CFO表示,由于芯片短缺和新冠疫情,第一季度的销量仍将面临挑战,但在那之后会显著改善,尤其是在第二季度,并预计2022年商品成本上涨15亿美元至20亿美元之间。但总的来说,2022年车辆销售组合和定价将保持强劲。","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091289577,"gmtCreate":1643872812989,"gmtModify":1676533866475,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091289577","repostId":"1101309915","repostType":4,"repost":{"id":"1101309915","kind":"news","pubTimestamp":1643872546,"share":"https://ttm.financial/m/news/1101309915?lang=&edition=fundamental","pubTime":"2022-02-03 15:15","market":"us","language":"zh","title":"马斯克:5-10年载人登陆火星,建议年轻人多读书","url":"https://stock-news.laohu8.com/highlight/detail?id=1101309915","media":"快科技","summary":"他喜欢鼓励他人用物理的思想工具来拓展人生。","content":"<html><head></head><body><p>大家都知道,马斯克除了汽车卖的非常好之外,其名下的SpaceX也是全球最顶级的航天公司,并且一直在为登上火星而努力。</p><p>据报道,近日一个名为列克斯・弗里德曼(Lex Fridman)的播客发布了对世界首富埃隆.马斯克(Elon Musk)的第3次访谈。</p><p>在长达2.5小时的访谈中,马斯克回答了涉及太空、加密货币、特斯拉、脑机接口、意识、AI、历史、人生及哲学等诸多问题。</p><p>关于火星方面,马斯克表示最好的情况会在5年左右实现载人登上火星,最坏则需要10年。</p><p>也就是说,马斯克坚信10年之内会实现载人登陆火星。</p><p>不过需要注意的是,马斯克此前曾提到,这个时间的决定因素包括“火箭工程”,并不是他自己简单说说就可以的。</p><p>另外,马斯克还在访谈中给年轻人提了一些建议,他表示要尽量做有用的、对人类和这个世界有益的事情。</p><p>他透露:“当然做有用的事情很难,非常难。他喜欢鼓励他人用物理的思想工具来拓展人生。这是最好的工具。希望人们阅读更多的书,尽量消化更多的知识,并建立总体的知识观。并想办法去发现在天分和兴趣的交融点。”</p><p>而在谈到人生的意义时,马斯克认为就是要找到答案是宇宙的这个问题,他对宇宙的本质很好奇。</p><p><img src=\"https://static.tigerbbs.com/123ffee7e5db6b93fd85e06cbd5987c3\" tg-width=\"600\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"kkj","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>马斯克:5-10年载人登陆火星,建议年轻人多读书</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; 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class=\"title\">\n马斯克:5-10年载人登陆火星,建议年轻人多读书\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 15:15 北京时间 <a href=https://news.mydrivers.com/1/812/812838.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>大家都知道,马斯克除了汽车卖的非常好之外,其名下的SpaceX也是全球最顶级的航天公司,并且一直在为登上火星而努力。据报道,近日一个名为列克斯・弗里德曼(Lex Fridman)的播客发布了对世界首富埃隆.马斯克(Elon Musk)的第3次访谈。在长达2.5小时的访谈中,马斯克回答了涉及太空、加密货币、特斯拉、脑机接口、意识、AI、历史、人生及哲学等诸多问题。关于火星方面,马斯克表示最好的情况会...</p>\n\n<a href=\"https://news.mydrivers.com/1/812/812838.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://news.mydrivers.com/1/812/812838.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101309915","content_text":"大家都知道,马斯克除了汽车卖的非常好之外,其名下的SpaceX也是全球最顶级的航天公司,并且一直在为登上火星而努力。据报道,近日一个名为列克斯・弗里德曼(Lex Fridman)的播客发布了对世界首富埃隆.马斯克(Elon Musk)的第3次访谈。在长达2.5小时的访谈中,马斯克回答了涉及太空、加密货币、特斯拉、脑机接口、意识、AI、历史、人生及哲学等诸多问题。关于火星方面,马斯克表示最好的情况会在5年左右实现载人登上火星,最坏则需要10年。也就是说,马斯克坚信10年之内会实现载人登陆火星。不过需要注意的是,马斯克此前曾提到,这个时间的决定因素包括“火箭工程”,并不是他自己简单说说就可以的。另外,马斯克还在访谈中给年轻人提了一些建议,他表示要尽量做有用的、对人类和这个世界有益的事情。他透露:“当然做有用的事情很难,非常难。他喜欢鼓励他人用物理的思想工具来拓展人生。这是最好的工具。希望人们阅读更多的书,尽量消化更多的知识,并建立总体的知识观。并想办法去发现在天分和兴趣的交融点。”而在谈到人生的意义时,马斯克认为就是要找到答案是宇宙的这个问题,他对宇宙的本质很好奇。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091390570,"gmtCreate":1643770507931,"gmtModify":1676533854315,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091390570","repostId":"2208351423","repostType":4,"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093537830,"gmtCreate":1643670979588,"gmtModify":1676533841194,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093537830","repostId":"1121905464","repostType":4,"repost":{"id":"1121905464","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642411108,"share":"https://ttm.financial/m/news/1121905464?lang=&edition=fundamental","pubTime":"2022-01-17 17:18","market":"sh","language":"zh","title":"提醒:春节假期主要市场休市安排一览","url":"https://stock-news.laohu8.com/highlight/detail?id=1121905464","media":"老虎资讯综合","summary":"农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。港股:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月3日(星期四)休市。美股:","content":"<html><head></head><body><p>农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>港股:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月3日(星期四)休市。</p><p><b>美股:</b></p><p>照常开市。</p><p><b>A股:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)休市。</p><p><b>澳股:</b></p><p>照常开市。</p><p><b>新加坡市场:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月2日(星期三)休市。</p><p><b>港股通:</b></p><p>2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。</p><p><b>沪股通、深股通:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>提醒:春节假期主要市场休市安排一览</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\n提醒:春节假期主要市场休市安排一览\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-17 17:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。<img src=\"https://static.tigerbbs.com/2aef2112c6fa0ba265b518492f29cb15\" tg-width=\"1080\" tg-height=\"1085\" referrerpolicy=\"no-referrer\"/></p><p><b>港股:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月3日(星期四)休市。</p><p><b>美股:</b></p><p>照常开市。</p><p><b>A股:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)休市。</p><p><b>澳股:</b></p><p>照常开市。</p><p><b>新加坡市场:</b></p><p>2022年1月31日(星期一)半日交易,下午休市。</p><p>2022年2月1日(星期二)至2月2日(星期三)休市。</p><p><b>港股通:</b></p><p>2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。</p><p><b>沪股通、深股通:</b></p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p><p>2022年1月31日(星期一)至2月4日(星期五)不提供服务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/752af43ca78e3ed4d3be0dbeaf4ea23c","relate_stocks":{"399001":"深证成指","399006":"创业板指","HSCCI":"红筹指数","000001.SH":"上证指数","HSTECH":"恒生科技指数",".IXIC":"NASDAQ Composite","STI.SI":"富时新加坡海峡指数","HSCEI":"国企指数",".SPX":"S&P 500 Index",".DJI":"道琼斯","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121905464","content_text":"农历新年假期即将来临,部分交易所的开市和收市时间有所变动,敬请各位投资者密切留意。港股:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月3日(星期四)休市。美股:照常开市。A股:2022年1月31日(星期一)至2月4日(星期五)休市。澳股:照常开市。新加坡市场:2022年1月31日(星期一)半日交易,下午休市。2022年2月1日(星期二)至2月2日(星期三)休市。港股通:2022年1月27日(星期四)至2月4日(星期五)不提供港股通服务。沪股通、深股通:2022年1月31日(星期一)至2月4日(星期五)不提供服务。2022年1月31日(星期一)至2月4日(星期五)不提供服务。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"HSI":0.9,"HSCCI":0.9,".DJI":0.9,"STI.SI":0.9,"HSTECH":0.9,"HSCEI":0.9,".SPX":0.9,"000001.SH":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093261377,"gmtCreate":1643640907757,"gmtModify":1676533839094,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093261377","repostId":"1158708917","repostType":4,"repost":{"id":"1158708917","kind":"news","pubTimestamp":1643616198,"share":"https://ttm.financial/m/news/1158708917?lang=&edition=fundamental","pubTime":"2022-01-31 16:03","market":"us","language":"zh","title":"小摩:美联储正式加息之前,美元还得继续涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1158708917","media":"金十数据","summary":"摩根大通的全球外汇策略主管认为,美元仍有进一步的上涨空间……美元指数在过去一年里上涨了5%,在美联储努力应对自1980年代以来最快的通胀的大背景之下,美元之后的走势如何?看涨格局是否即将结束?摩根大通","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的全球外汇策略主管认为,美元仍有进一步的上涨空间……</blockquote><p>美元指数在过去一年里上涨了5%,在美联储努力应对自1980年代以来最快的通胀的大背景之下,美元之后的走势如何?看涨格局是否即将结束?<b>摩根大通认为,美元可能会延续涨势,直到美联储开始加息。</b></p><p>摩根大通的全球外汇策略主管Daniel Hui在接受采访时表示,美元有进一步的上涨空间。市场仍将处于某种价格发现模式,并且美元的峰值通常在美联储加息后的一到两个月左右之后出现。</p><p><img src=\"https://static.tigerbbs.com/dad828588c1efbfbb8799a4208ee1e6c\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>在上周美联储主席鲍威尔的鹰派讲话之后,市场对今年加息5次的预期一直在升温,并引发了做多美元的押注,上周美元指数自2020年7月以来首次站上87关口。<a href=\"https://laohu8.com/S/WFC\">富国银行</a>Mike Schumacher等策略师表示:</p><blockquote>“美联储会议强化了我们对更高的美债收益率、更平坦的收益率曲线和更强劲的美元的预期。”</blockquote><p>Schumacher认为,鲍威尔的讲话为加息50个基点打开了大门,并可能在每次会议上加息。另外,<a href=\"https://laohu8.com/S/GS\">高盛</a>提高了今年美联储的加息预期至5次,亚特兰大联储主席博斯蒂克接受英国《金融时报》采访时也表示,如果需要采取更激进的做法,美联储可以在3月选择加息50个基点。</p><p>Daniel Hui表示,市场正在试图追逐美联储,因为这显然是一个非常不寻常的周期。美联储原本预计,随着与疫情相关的供应链问题得到解决,价格压力将会缓解,但他们最近承认,这需要的时间比预期的要长。</p><p>Hui称,<b>摩根大通倾向于买入美元相对于欧元和日元等收益率较低的货币</b>,因为欧洲央行和日本央行的紧缩步伐落后于美联储,欧元兑美元的底线将在1.10水平。</p><p>对于欧元的走势,三菱东京日联银行也指出,最近的事态发展支持<b>欧元兑美元一季度将跌至1.10的预期</b>。该行表示,短期内政策背离和地缘政治风险仍将拖累欧元,美联储释放鹰派政策加大了欧元的下跌势头,如果俄罗斯和乌克兰之间紧张局势加剧,短期内该货币对的下行压力可能会加大。不过,如果本周欧央行决议对今年加息预期不持强烈反对态度,那么欧元看跌趋势将受到挑战。</p></body></html>","source":"jssj","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\" 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.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\">\n小摩:美联储正式加息之前,美元还得继续涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 16:03 北京时间 <a href=https://xnews.jin10.com/details/89577><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通的全球外汇策略主管认为,美元仍有进一步的上涨空间……美元指数在过去一年里上涨了5%,在美联储努力应对自1980年代以来最快的通胀的大背景之下,美元之后的走势如何?看涨格局是否即将结束?摩根大通认为,美元可能会延续涨势,直到美联储开始加息。摩根大通的全球外汇策略主管Daniel Hui在接受采访时表示,美元有进一步的上涨空间。市场仍将处于某种价格发现模式,并且美元的峰值通常在美联储加息后的...</p>\n\n<a href=\"https://xnews.jin10.com/details/89577\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4eb38b95a6b8cf963d8108ff90eb2e3","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/89577","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158708917","content_text":"摩根大通的全球外汇策略主管认为,美元仍有进一步的上涨空间……美元指数在过去一年里上涨了5%,在美联储努力应对自1980年代以来最快的通胀的大背景之下,美元之后的走势如何?看涨格局是否即将结束?摩根大通认为,美元可能会延续涨势,直到美联储开始加息。摩根大通的全球外汇策略主管Daniel Hui在接受采访时表示,美元有进一步的上涨空间。市场仍将处于某种价格发现模式,并且美元的峰值通常在美联储加息后的一到两个月左右之后出现。在上周美联储主席鲍威尔的鹰派讲话之后,市场对今年加息5次的预期一直在升温,并引发了做多美元的押注,上周美元指数自2020年7月以来首次站上87关口。富国银行Mike Schumacher等策略师表示:“美联储会议强化了我们对更高的美债收益率、更平坦的收益率曲线和更强劲的美元的预期。”Schumacher认为,鲍威尔的讲话为加息50个基点打开了大门,并可能在每次会议上加息。另外,高盛提高了今年美联储的加息预期至5次,亚特兰大联储主席博斯蒂克接受英国《金融时报》采访时也表示,如果需要采取更激进的做法,美联储可以在3月选择加息50个基点。Daniel Hui表示,市场正在试图追逐美联储,因为这显然是一个非常不寻常的周期。美联储原本预计,随着与疫情相关的供应链问题得到解决,价格压力将会缓解,但他们最近承认,这需要的时间比预期的要长。Hui称,摩根大通倾向于买入美元相对于欧元和日元等收益率较低的货币,因为欧洲央行和日本央行的紧缩步伐落后于美联储,欧元兑美元的底线将在1.10水平。对于欧元的走势,三菱东京日联银行也指出,最近的事态发展支持欧元兑美元一季度将跌至1.10的预期。该行表示,短期内政策背离和地缘政治风险仍将拖累欧元,美联储释放鹰派政策加大了欧元的下跌势头,如果俄罗斯和乌克兰之间紧张局势加剧,短期内该货币对的下行压力可能会加大。不过,如果本周欧央行决议对今年加息预期不持强烈反对态度,那么欧元看跌趋势将受到挑战。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":805005296,"gmtCreate":1627817548915,"gmtModify":1703496241630,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/805005296","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584863878578239","authorId":"3584863878578239","name":"Chatcha","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"3584863878578239","authorIdStr":"3584863878578239"},"content":"Please comment and like","text":"Please comment and like","html":"Please comment and like"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176559622,"gmtCreate":1626909259666,"gmtModify":1703480225804,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"Like please ","listText":"Like please ","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176559622","repostId":"1160000763","repostType":4,"repost":{"id":"1160000763","kind":"news","pubTimestamp":1626881870,"share":"https://ttm.financial/m/news/1160000763?lang=&edition=fundamental","pubTime":"2021-07-21 23:37","market":"us","language":"en","title":"Rabobank On The Market's Response To Everything: \"Where Is This Month's QE?\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1160000763","media":"zerohedge","summary":"Sorted Out for QEs and Biz\nEquities and bond yields swung on little news yesterday: if you checked i","content":"<p><u><b>Sorted Out for QEs and Biz</b></u></p>\n<p>Equities and bond yields swung on little news yesterday: if you checked in early things were going up; a few hours later they crashed; and then they decided to take off. US 10-year yields dropped as low 1.13% before closing at 1.22% - on not much data and much more Delta.<b>Equity markets love their highs, but really can’t handle it when they have to come down: it’s easier just to try to stay high – and that’s a theme we see all over.</b></p>\n<p><b>Jeff Bezos went into Spaaaaace</b>in an appropriately priapic rocket, at an apparent cost of $5.5bn, prompting former presidential candidate Tulsi Gabbard to tweet: “<i>Bezos, please stay up there. Do the world a favor</i>”. NASA’s chief also stressed there is a new Cold War Space Race, and “<i>If we’re going to get on the moon before the Chinese do, we’re going to have to have some more money.</i>” Timely public-sector lobbying given $3.5 trillion is in play? Or US national security taking a backseat to billionaire ego (again)? Market response:<b>“Where is this month’s QE?”</b></p>\n<p><b>Angela Merkel got Nord Stream 2</b>– but also a reported US side “deal” that would mean Germany taking “unspecified national action” against Russia if the latter uses energy as a weapon against Ukraine. Yetthe Atlantic Councilargues under the 2009 EU Gas Directive NS2 supply must be unbundled; and Article 36 only allows exemption if NS2 increases competition, enhances security, and is not be detrimental to competition or the effective functioning of EU gas supply. As such:<i>“Even if a German regulator gives way to Russian interests and greenlights the pipeline into full operation, the Commission—as the Guardian of the Treaties—will have no choice but to resist, backed up by many member states and ultimately supported by the EU Court of Justice.”</i>What a Debbie Downer on Angie’s Energy Upper. Market response: “<b>Where is this month’s QE?”</b></p>\n<p>Likewise, Treasury Secretary Yellen has stated stablecoins will be regulated “quickly”; and<b>the EU is proposing to ban anonymous crypto transactions, as well as cash transactions over EUR10,000</b>. Bitcoin remains just below $30,000, but looks to be in a politically-decaying orbit. And can you smell the CBDCs coming? The Financial Times is pushing them today, and ahead of the game --as it is for the moon?-- China is pressing ahead with eCNY for the Beijing Olympics: which a smattering of US Senators are saying they don’t want US athletes to use for national security reasons - while US billionaires are silent. Market response: “<b>Where is this month’s QE – and what do I put it in if not crypto?”</b></p>\n<p><b>China’s largest property developer, Evergrande, is certainly looking down</b>– which matters even after the Anbang, HNA, Huarong, Ant, and Didi heuristics. Property/construction *is* the Chinese economy, and its largest store of household wealth; yet the firm has a vast level of debt; and a massive chain of counter-parties/suppliers; and is trading as if it is going to crash – which some believe would be China’s Lehman moment if it were to happen. Hence in the eyes of most on the ground, it won’t: but what isn’t clear is who will then be paying, and how? Then again, that’s the question almost everywhere, isn’t it? Market response: “<b>Where is this month’s QE?”</b></p>\n<p>Which is a segue to another attack on<b>the “dangerous addiction” to QE</b>from a former governor of the Bank of England – even as we all know what will happen when we don’t have it. Which is not an argument *for* QE, to be completely clear.</p>\n<p>Given it is the height of summer, and would have been festival season pre-Covid, my mind turned to Pulp today thinking about this key topic – the British band that is. Their ‘Common People’ is almost a second national anthem – and more so when Tulsi Gabbard also tweeted: “<i>As the billionaires/power elite look down upon our planet they believe they own from their heavenly perch, regular folk struggle to pay the rent and put food on the table. Never has the divide between the elite and the rest of us been so stark.</i>” Moreover, frontman Jarvis Cocker lives in legend for his anti-establishmentstage-crashingresponse to Michael Jackson’s messianic performance at the 1996 Brit Awards. So please take the B-side lyrics to that famous Pulp single below as an equivalently-toned, liquidity-and-coming-down-related retort - presenting<b>“Sorted Out for QEs and Biz”</b>:</p>\n<ul>\n <li><i>“Oh, is this the way they say the future's meant to feel? Or just twenty thousand new penthouses near Spitalfields?</i></li>\n <li><i>And I don't quite understand just what this feeling is; But that's okay 'cause we're all sorted out for QEs and biz;</i></li>\n <li><i>And tell me when the green-ship lands 'cause all this has just got to mean something-ing;</i></li>\n <li><i>Oh, in the middle of the ‘fight’; It feels delightful, but then tomorrow morning; Oh, oh, then you come down, oh</i></li>\n <li><i>Oh yeah, the pirate video told us what was going down; as did the warnings from some upright bloke in London Town</i></li>\n <li><i>Oh, and no-one seems to know exactly where the end is; But that's okay 'cause we're all sorted out for QEs and biz;</i></li>\n <li><i>A four percent normal world seems very, very, very far away; All right, in the middle of the ‘fight’; It feels alright, but then tomorrow morning; Oh, oh, then you come down, oh</i></li>\n <li><i>Just keep on juicing!</i></li>\n <li><i>Everybody asks your game; They say we're all the same and now it's; \"Nice one,\" \"Green-er\"; But that's as far as the Build Back Better went</i></li>\n <li><i>I lost my friends; I QE’d alone; It's more than six years in; I want to go ‘home’; But it's \"No way,\" \"Not today\"; Makes you wonder what it meant</i></li>\n <li><i>And this hollow feeling grows and grows and grows and grows; And you want to call your mother; And say \"Mother, I can never afford a home again; ‘Cause QE seems to have left an important part of our brains somewhere; Somewhere in a field in Hampshire, all right\"</i></li>\n <li><i>In the middle of the night; It feels alright, but then tomorrow morning; Oh, oh, then you come down; Oh, oh, then you come down</i></li>\n <li><i>Oh, what if you never come down?</i></li>\n</ul>","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>Rabobank On The Market's Response To Everything: \"Where Is This Month's QE?\"</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\">\nRabobank On The Market's Response To Everything: \"Where Is This Month's QE?\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 23:37 GMT+8 <a href=https://www.zerohedge.com/markets/rabobank-markets-response-everything-where-months-qe><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sorted Out for QEs and Biz\nEquities and bond yields swung on little news yesterday: if you checked in early things were going up; a few hours later they crashed; and then they decided to take off. US ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/rabobank-markets-response-everything-where-months-qe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/rabobank-markets-response-everything-where-months-qe","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160000763","content_text":"Sorted Out for QEs and Biz\nEquities and bond yields swung on little news yesterday: if you checked in early things were going up; a few hours later they crashed; and then they decided to take off. US 10-year yields dropped as low 1.13% before closing at 1.22% - on not much data and much more Delta.Equity markets love their highs, but really can’t handle it when they have to come down: it’s easier just to try to stay high – and that’s a theme we see all over.\nJeff Bezos went into Spaaaaacein an appropriately priapic rocket, at an apparent cost of $5.5bn, prompting former presidential candidate Tulsi Gabbard to tweet: “Bezos, please stay up there. Do the world a favor”. NASA’s chief also stressed there is a new Cold War Space Race, and “If we’re going to get on the moon before the Chinese do, we’re going to have to have some more money.” Timely public-sector lobbying given $3.5 trillion is in play? Or US national security taking a backseat to billionaire ego (again)? Market response:“Where is this month’s QE?”\nAngela Merkel got Nord Stream 2– but also a reported US side “deal” that would mean Germany taking “unspecified national action” against Russia if the latter uses energy as a weapon against Ukraine. Yetthe Atlantic Councilargues under the 2009 EU Gas Directive NS2 supply must be unbundled; and Article 36 only allows exemption if NS2 increases competition, enhances security, and is not be detrimental to competition or the effective functioning of EU gas supply. As such:“Even if a German regulator gives way to Russian interests and greenlights the pipeline into full operation, the Commission—as the Guardian of the Treaties—will have no choice but to resist, backed up by many member states and ultimately supported by the EU Court of Justice.”What a Debbie Downer on Angie’s Energy Upper. Market response: “Where is this month’s QE?”\nLikewise, Treasury Secretary Yellen has stated stablecoins will be regulated “quickly”; andthe EU is proposing to ban anonymous crypto transactions, as well as cash transactions over EUR10,000. Bitcoin remains just below $30,000, but looks to be in a politically-decaying orbit. And can you smell the CBDCs coming? The Financial Times is pushing them today, and ahead of the game --as it is for the moon?-- China is pressing ahead with eCNY for the Beijing Olympics: which a smattering of US Senators are saying they don’t want US athletes to use for national security reasons - while US billionaires are silent. Market response: “Where is this month’s QE – and what do I put it in if not crypto?”\nChina’s largest property developer, Evergrande, is certainly looking down– which matters even after the Anbang, HNA, Huarong, Ant, and Didi heuristics. Property/construction *is* the Chinese economy, and its largest store of household wealth; yet the firm has a vast level of debt; and a massive chain of counter-parties/suppliers; and is trading as if it is going to crash – which some believe would be China’s Lehman moment if it were to happen. Hence in the eyes of most on the ground, it won’t: but what isn’t clear is who will then be paying, and how? Then again, that’s the question almost everywhere, isn’t it? Market response: “Where is this month’s QE?”\nWhich is a segue to another attack onthe “dangerous addiction” to QEfrom a former governor of the Bank of England – even as we all know what will happen when we don’t have it. Which is not an argument *for* QE, to be completely clear.\nGiven it is the height of summer, and would have been festival season pre-Covid, my mind turned to Pulp today thinking about this key topic – the British band that is. Their ‘Common People’ is almost a second national anthem – and more so when Tulsi Gabbard also tweeted: “As the billionaires/power elite look down upon our planet they believe they own from their heavenly perch, regular folk struggle to pay the rent and put food on the table. Never has the divide between the elite and the rest of us been so stark.” Moreover, frontman Jarvis Cocker lives in legend for his anti-establishmentstage-crashingresponse to Michael Jackson’s messianic performance at the 1996 Brit Awards. So please take the B-side lyrics to that famous Pulp single below as an equivalently-toned, liquidity-and-coming-down-related retort - presenting“Sorted Out for QEs and Biz”:\n\n“Oh, is this the way they say the future's meant to feel? Or just twenty thousand new penthouses near Spitalfields?\nAnd I don't quite understand just what this feeling is; But that's okay 'cause we're all sorted out for QEs and biz;\nAnd tell me when the green-ship lands 'cause all this has just got to mean something-ing;\nOh, in the middle of the ‘fight’; It feels delightful, but then tomorrow morning; Oh, oh, then you come down, oh\nOh yeah, the pirate video told us what was going down; as did the warnings from some upright bloke in London Town\nOh, and no-one seems to know exactly where the end is; But that's okay 'cause we're all sorted out for QEs and biz;\nA four percent normal world seems very, very, very far away; All right, in the middle of the ‘fight’; It feels alright, but then tomorrow morning; Oh, oh, then you come down, oh\nJust keep on juicing!\nEverybody asks your game; They say we're all the same and now it's; \"Nice one,\" \"Green-er\"; But that's as far as the Build Back Better went\nI lost my friends; I QE’d alone; It's more than six years in; I want to go ‘home’; But it's \"No way,\" \"Not today\"; Makes you wonder what it meant\nAnd this hollow feeling grows and grows and grows and grows; And you want to call your mother; And say \"Mother, I can never afford a home again; ‘Cause QE seems to have left an important part of our brains somewhere; Somewhere in a field in Hampshire, all right\"\nIn the middle of the night; It feels alright, but then tomorrow morning; Oh, oh, then you come down; Oh, oh, then you come down\nOh, what if you never come down?","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896684900,"gmtCreate":1628578287600,"gmtModify":1703508434436,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/896684900","repostId":"1127196790","repostType":4,"repost":{"id":"1127196790","kind":"news","pubTimestamp":1628558583,"share":"https://ttm.financial/m/news/1127196790?lang=&edition=fundamental","pubTime":"2021-08-10 09:23","market":"hk","language":"en","title":"20 stocks for maximum growth as the world switches to clean energy","url":"https://stock-news.laohu8.com/highlight/detail?id=1127196790","media":"Market Wacth","summary":"A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies oper","content":"<p>A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies operate in industries aiming to do just that.</p>\n<p>If you would like your investments to help protect the Earth, you might as well go in for the long term and try to make a lot of money as companies specializing in low-emissions and sustainable energy technologies grow.</p>\n<p>Below is a screen of alternative-energy companies expected to produce the fastest revenue growth over the next three years.</p>\n<p>The United Nations Intergovernmental Panel on Climate Change released its new report on climate change Aug. 9 and said that the past decade had been the warmest over the past 125,000 years. Here arefive quick takeaways from the U.N. IPCC’s report. You can read the IPICC’s summaries and download the entire reporthere.</p>\n<p>Climate change is a controversial subject, but regardless of your opinion about governments’ responsibility, as an investor you need to move toward lower emissions, more sustainable power sources, smart electric grids, among other things. Changing your portfolio with the times gives you an opportunity to profit as innovative companies grow quickly.</p>\n<p>A diversified investment in one or more exchange traded funds focused on clean energy is one way to do this — it also sets the basis for the stock screen that follows.</p>\n<p>Here are the largest five alternative energy ETFs listed byETF Database.</p>\n<p>To begin the screen, we looked at the five largest cloud ETFs:<img src=\"https://static.tigerbbs.com/9285f19898486b364b43ce7ff3a5838d\" tg-width=\"796\" tg-height=\"470\" referrerpolicy=\"no-referrer\">These ETFs have varying strategies, and definitions of alternative or clean energy companies may be broad. For example, electric-vehicle maker Tesla Inc.TSLAalso makes solar-power-generation equipment and is held by QCLN, ACES and GRID. Rival EV makers Nio Inc.NIOand Xpeng Inc.XPEVare held by QCLN.</p>\n<p>If you are interested in any ETF, you should review the fund manager’s website.</p>\n<p>ETF Database says solar energy is the most common industry among companies held by ETFs in the alternative energy category, but that “wind, hydroelectric and geothermal energies are also represented.”</p>\n<p>Here’s a comparison of total returns for the five ETFs through Aug. 6:<img src=\"https://static.tigerbbs.com/3afa3b109ecb8ba327ef4f8055bc64df\" tg-width=\"787\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p>Performance among these alternative energy ETFs is mixed, but for the three- and five-year periods, all handily beat the returns of the S&P 500 IndexSPX.</p>\n<p>Clean-energy stock screen</p>\n<p>The five ETFs listed above hold a total of 204 stocks. To project the growth of revenue through 2023, we used calendar 2020 estimates among analysts polled by FactSet as a baseline and then looked at consensus estimates for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)</p>\n<p>We emphasized revenue because many of these companies are at early stages and are focused on developing products and services and growing their businesses, rather than showing net income.</p>\n<p>To ensure a quality set of estimates, we limited the group of companies to those covered by at least five analysts polled by FactSet. For a slight cut to risk, we also eliminated any company with less than $10 million in estimated revenue during calendar 2020. The available set of data brought the list down to 135 companies.</p>\n<p>Here are the 20 companies projected to have the highest compound annual growth rates (CAGR) for revenue through calendar 2023:<img src=\"https://static.tigerbbs.com/7552723be859844b880cee8eeb7d35d8\" tg-width=\"769\" tg-height=\"920\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/594560c0251d036dde14281d1d7dae19\" tg-width=\"783\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p>\n<p>Click on the tickers for more about each company.</p>\n<p>The following table includes price-to-earnings ratios based on current market capitalizations and consensus net income estimates for calendar 2022 (if they are more than zero) and price-to-sales ratios based on market caps and consensus revenue estimates for calendar 2022.</p>\n<p>All numbers feeding the P/E and price-to-sales ratios are in U.S. dollars.</p>\n<p>The table also includes summaries of analysts’ opinions about the stocks, with share prices and price targets in local currencies where the stocks are listed.<img src=\"https://static.tigerbbs.com/b114765cad0f23062fe42ba9bc437584\" tg-width=\"780\" tg-height=\"784\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/756b4d1bde012d48ea013a6993365d91\" tg-width=\"780\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1604288433698","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>20 stocks for maximum growth as the world switches to clean energy</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\">\n20 stocks for maximum growth as the world switches to clean energy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 09:23 GMT+8 <a href=https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?mod=home-page><strong>Market Wacth</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies operate in industries aiming to do just that.\nIf you would like your investments to help protect the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?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":{},"source_url":"https://www.marketwatch.com/story/20-stocks-for-maximum-growth-as-the-world-switches-to-clean-energy-11628531922?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127196790","content_text":"A landmark U.N. climate report is urging policy makers to reduce carbon output. These companies operate in industries aiming to do just that.\nIf you would like your investments to help protect the Earth, you might as well go in for the long term and try to make a lot of money as companies specializing in low-emissions and sustainable energy technologies grow.\nBelow is a screen of alternative-energy companies expected to produce the fastest revenue growth over the next three years.\nThe United Nations Intergovernmental Panel on Climate Change released its new report on climate change Aug. 9 and said that the past decade had been the warmest over the past 125,000 years. Here arefive quick takeaways from the U.N. IPCC’s report. You can read the IPICC’s summaries and download the entire reporthere.\nClimate change is a controversial subject, but regardless of your opinion about governments’ responsibility, as an investor you need to move toward lower emissions, more sustainable power sources, smart electric grids, among other things. Changing your portfolio with the times gives you an opportunity to profit as innovative companies grow quickly.\nA diversified investment in one or more exchange traded funds focused on clean energy is one way to do this — it also sets the basis for the stock screen that follows.\nHere are the largest five alternative energy ETFs listed byETF Database.\nTo begin the screen, we looked at the five largest cloud ETFs:These ETFs have varying strategies, and definitions of alternative or clean energy companies may be broad. For example, electric-vehicle maker Tesla Inc.TSLAalso makes solar-power-generation equipment and is held by QCLN, ACES and GRID. Rival EV makers Nio Inc.NIOand Xpeng Inc.XPEVare held by QCLN.\nIf you are interested in any ETF, you should review the fund manager’s website.\nETF Database says solar energy is the most common industry among companies held by ETFs in the alternative energy category, but that “wind, hydroelectric and geothermal energies are also represented.”\nHere’s a comparison of total returns for the five ETFs through Aug. 6:\nPerformance among these alternative energy ETFs is mixed, but for the three- and five-year periods, all handily beat the returns of the S&P 500 IndexSPX.\nClean-energy stock screen\nThe five ETFs listed above hold a total of 204 stocks. To project the growth of revenue through 2023, we used calendar 2020 estimates among analysts polled by FactSet as a baseline and then looked at consensus estimates for the subsequent three years, if available. (The 2020 numbers are estimates, because many companies’ fiscal years don’t match the calendar.)\nWe emphasized revenue because many of these companies are at early stages and are focused on developing products and services and growing their businesses, rather than showing net income.\nTo ensure a quality set of estimates, we limited the group of companies to those covered by at least five analysts polled by FactSet. For a slight cut to risk, we also eliminated any company with less than $10 million in estimated revenue during calendar 2020. The available set of data brought the list down to 135 companies.\nHere are the 20 companies projected to have the highest compound annual growth rates (CAGR) for revenue through calendar 2023:\nClick on the tickers for more about each company.\nThe following table includes price-to-earnings ratios based on current market capitalizations and consensus net income estimates for calendar 2022 (if they are more than zero) and price-to-sales ratios based on market caps and consensus revenue estimates for calendar 2022.\nAll numbers feeding the P/E and price-to-sales ratios are in U.S. dollars.\nThe table also includes summaries of analysts’ opinions about the stocks, with share prices and price targets in local currencies where the stocks are listed.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888777339,"gmtCreate":1631534862021,"gmtModify":1676530568186,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/888777339","repostId":"2167630550","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891419653,"gmtCreate":1628409574472,"gmtModify":1703506001973,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/891419653","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://ttm.financial/m/news/1180529438?lang=&edition=fundamental","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission sued the organization responsible for the development of a decentralized finance protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<div>\n<p>The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>SEC Moves First DeFi Unregistered Securities Lawsuit</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:28 GMT+8 <a href=https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838495538,"gmtCreate":1629422919624,"gmtModify":1676530034891,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/838495538","repostId":"2160915795","repostType":4,"repost":{"id":"2160915795","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":1629413939,"share":"https://ttm.financial/m/news/2160915795?lang=&edition=fundamental","pubTime":"2021-08-20 06:58","market":"us","language":"en","title":"S&P 500 ends with slim gain as tech strength offsets cyclical woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2160915795","media":"Reuters","summary":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.","content":"<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 ends with slim gain as tech strength offsets cyclical woes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends with slim gain as tech strength offsets cyclical woes\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 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SH":"做空标普500-Proshares","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","SSO":"2倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","UPRO":"三倍做多标普500ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160915795","content_text":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.S. weekly jobless claims hit 17-month low\n* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%\nAug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.\nTech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.\nData showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.\nStocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"\n\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nThe Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.\nAfter opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.\n\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.\nTechnology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.\nConsumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.\nFinancials and industrials were among the sectors in the red, falling about 0.8% each.\nIn company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.\nBut with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.\nFocus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.\n“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”\nDeclining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.\nThe S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.\nAbout 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SPXU":0.9,"IVV":0.9,".SPX":0.9,"SDS":0.9,".IXIC":0.9,"SSO":0.9,"OEX":0.9,".DJI":0.9,"ESmain":0.9,"UPRO":0.9,"SH":0.9,"SPY":0.9,"OEF":0.9}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806709096,"gmtCreate":1627691913915,"gmtModify":1703494697055,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806709096","repostId":"1152039134","repostType":4,"repost":{"id":"1152039134","kind":"news","pubTimestamp":1627689014,"share":"https://ttm.financial/m/news/1152039134?lang=&edition=fundamental","pubTime":"2021-07-31 07:50","market":"us","language":"en","title":"Jim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades","url":"https://stock-news.laohu8.com/highlight/detail?id=1152039134","media":"The Street","summary":"Take it from a guy who knows, the process is really flawed.\n\nWhat should Robinhood (HOOD) -Get Repor","content":"<blockquote>\n Take it from a guy who knows, the process is really flawed.\n</blockquote>\n<p>What should Robinhood (<b>HOOD</b>) -Get Report have done to avoid the IPO debacle?</p>\n<p>I can't speak to what happened on Thursday, who was in charge, who argued for what.</p>\n<p>I can only tell you what I argued for 22 years ago whenTheStreet.comwas coming public. First, as the founder, I was determined to award all the subscribers with stock to demonstrate my loyalty to them.</p>\n<p>Second, I was insistent that the deal be priced much lower than the underwriters wanted. We had already made a ton of money for initial investors. Why not leave a lot on the table and let the new investors do well?</p>\n<p>Third, I wanted enough stock placed with good hands that there would be no flippers and I wanted close coordination with the various brokers who tended to infiltrate the process and hijack the openings by batching market orders and opening the stocks way too high and then shorting them all the way down.</p>\n<p>I lost on every single point.</p>\n<p>The underwriters said we could not allocate to subscribers.</p>\n<p>Second, the price of the deal would not be controlled to where we could have a small pop so everyone would win.</p>\n<p>Third, the over-the-transom orders, those who placed market orders, were batched by an outfit called Knight Securities, not the underwriter, Goldman Sachs, and it opened at $62 -- it wasn't even clear what the opening price was it was so chaotic -- traded to $66, like how Robinhood traded to $39 and change, and then never traded higher.</p>\n<p>Everyone who bought that day lost money.</p>\n<p>Everyone who sold that day made money.</p>\n<p>No subscribers got in, most bought at the opening, from what I can tell, and I alienated everyone except the big dogs.</p>\n<p>It is amazing that here we are in 2021 and the process, while letting clients in, failed to price it so that Robinhood left money on the table. Believe me, it was possible to do so. But the underwriters and the management chose not to do so. We don't know which side screwed up, or both, but there was a successful blueprint; believe me, if I knew what it was in 1999, they knew what it is now.</p>\n<p>I always regretted what happened. Most people blamed me as I was the face of the process. I was astounded by how horrendous it was and did not \"take the long view\" because the long view sucked.</p>\n<p>Why do these things go wrong? I do blame the underwriter because they do this every day and the principals only do it once. They have to keep the management from betraying the shareholders because the shareholders think that it is management's fault. No underwriter is EVER going to say that they screwed up. That's not in the cards.</p>\n<p>So, we sit back and we marvel about how badly the deal went even as it was well within the province of the underwriter and the principals to make it so Robinhood left more on the table.</p>\n<p>Greed?</p>\n<p>Stupidity?</p>\n<p>How about poor execution and a lack of transparency that shows how badly it was handled.</p>\n<p>Just like the offering ofTheStreet.com.</p>","source":"lsy1610613172068","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>Jim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades</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\">\nJim Cramer: Robinhood's IPO Debacle Shows How Little Has Changed Over the Decades\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:50 GMT+8 <a href=https://www.thestreet.com/investing/cramer-robinhood-ipo-debacle-thestreet-7-30-21><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Take it from a guy who knows, the process is really flawed.\n\nWhat should Robinhood (HOOD) -Get Report have done to avoid the IPO debacle?\nI can't speak to what happened on Thursday, who was in charge,...</p>\n\n<a href=\"https://www.thestreet.com/investing/cramer-robinhood-ipo-debacle-thestreet-7-30-21\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://www.thestreet.com/investing/cramer-robinhood-ipo-debacle-thestreet-7-30-21","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152039134","content_text":"Take it from a guy who knows, the process is really flawed.\n\nWhat should Robinhood (HOOD) -Get Report have done to avoid the IPO debacle?\nI can't speak to what happened on Thursday, who was in charge, who argued for what.\nI can only tell you what I argued for 22 years ago whenTheStreet.comwas coming public. First, as the founder, I was determined to award all the subscribers with stock to demonstrate my loyalty to them.\nSecond, I was insistent that the deal be priced much lower than the underwriters wanted. We had already made a ton of money for initial investors. Why not leave a lot on the table and let the new investors do well?\nThird, I wanted enough stock placed with good hands that there would be no flippers and I wanted close coordination with the various brokers who tended to infiltrate the process and hijack the openings by batching market orders and opening the stocks way too high and then shorting them all the way down.\nI lost on every single point.\nThe underwriters said we could not allocate to subscribers.\nSecond, the price of the deal would not be controlled to where we could have a small pop so everyone would win.\nThird, the over-the-transom orders, those who placed market orders, were batched by an outfit called Knight Securities, not the underwriter, Goldman Sachs, and it opened at $62 -- it wasn't even clear what the opening price was it was so chaotic -- traded to $66, like how Robinhood traded to $39 and change, and then never traded higher.\nEveryone who bought that day lost money.\nEveryone who sold that day made money.\nNo subscribers got in, most bought at the opening, from what I can tell, and I alienated everyone except the big dogs.\nIt is amazing that here we are in 2021 and the process, while letting clients in, failed to price it so that Robinhood left money on the table. Believe me, it was possible to do so. But the underwriters and the management chose not to do so. We don't know which side screwed up, or both, but there was a successful blueprint; believe me, if I knew what it was in 1999, they knew what it is now.\nI always regretted what happened. Most people blamed me as I was the face of the process. I was astounded by how horrendous it was and did not \"take the long view\" because the long view sucked.\nWhy do these things go wrong? I do blame the underwriter because they do this every day and the principals only do it once. They have to keep the management from betraying the shareholders because the shareholders think that it is management's fault. No underwriter is EVER going to say that they screwed up. That's not in the cards.\nSo, we sit back and we marvel about how badly the deal went even as it was well within the province of the underwriter and the principals to make it so Robinhood left more on the table.\nGreed?\nStupidity?\nHow about poor execution and a lack of transparency that shows how badly it was handled.\nJust like the offering ofTheStreet.com.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800988261,"gmtCreate":1627271844353,"gmtModify":1703486452388,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800988261","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897145643,"gmtCreate":1628902426582,"gmtModify":1676529888288,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897145643","repostId":"2159218150","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895577374,"gmtCreate":1628760956298,"gmtModify":1676529845626,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/895577374","repostId":"2158125503","repostType":4,"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808541937,"gmtCreate":1627603580229,"gmtModify":1703493085931,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808541937","repostId":"2155184148","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176236262,"gmtCreate":1626885635056,"gmtModify":1703480017784,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/176236262","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","kind":"news","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8 <a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869567510,"gmtCreate":1632306338430,"gmtModify":1676530747961,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869567510","repostId":"2169324976","repostType":4,"repost":{"id":"2169324976","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":1632256994,"share":"https://ttm.financial/m/news/2169324976?lang=&edition=fundamental","pubTime":"2021-09-22 04:43","market":"us","language":"en","title":"Wall Street ends near flat on cautious note ahead of Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2169324976","media":"Reuters","summary":"NEW YORK, Sept 21 - U.S. stocks ended near flat on Tuesday after a broad sell-off the day before, with worries over caution ahead of Wednesday's Federal Reserve policy news keeping a lid on the market.Trading was choppy, with the Dow and S&P 500 erasing session gains just before the close, while the Nasdaq finished slightly higher.Shares of Walt Disney Co fell 4.2% and were the biggest drag on both the S&P 500 and Dow after Chief Executive Officer Bob Chapek said the resurgence of the Delta var","content":"<p>NEW YORK, Sept 21 (Reuters) - U.S. stocks ended near flat on Tuesday after a broad sell-off the day before, with worries over caution ahead of Wednesday's Federal Reserve policy news keeping a lid on the market.</p>\n<p>Trading was choppy, with the Dow and S&P 500 erasing session gains just before the close, while the Nasdaq finished slightly higher.</p>\n<p>Shares of Walt Disney Co fell 4.2% and were the biggest drag on both the S&P 500 and Dow after Chief Executive Officer Bob Chapek said the resurgence of the Delta variant of the coronavirus was delaying production of some of its titles.</p>\n<p>Investors are waiting for the end of this week's Fed meeting that may shed light on when its massive purchase of government debt will begin to ease.</p>\n<p>Officials will reveal new projections as investors also are on alert for any timing on rate tightening.</p>\n<p>The Dow Jones Industrial Average fell 50.63 points, or 0.15%, to 33,919.84, the S&P 500 lost 3.54 points, or 0.08%, to 4,354.19 and the Nasdaq Composite added 32.50 points, or 0.22%, to 14,746.40.</p>\n<p>S&P 500 industrials led losses among sectors.</p>\n<p>Adding to late-day bearishness, shares of American Airlines Group Inc and JetBlue Airways Corp fell after records in Boston federal court showed the United States and several U.S. states on Tuesday filed an antitrust lawsuit against the companies. American Airlines ended down 2.8% while JetBlue fell 4.8%.</p>\n<p>The S&P 500 index traded below its 50-day moving average, its first major breach in more than six months. The average has served as a floor for the index this year.</p>\n<p>Analysts say a breach of the index's 200-day moving average may now be in sight.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.32-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted no new 52-week highs and six new lows; the Nasdaq Composite recorded 41 new highs and 98 new lows.</p>\n<p>Volume on U.S. exchanges was 9.73 billion shares, compared with the 9.95 billion average for the full session 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 ends near flat on cautious note ahead of Fed</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\">\nWall Street ends near flat on cautious note ahead of Fed\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\">2021-09-22 04:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Sept 21 (Reuters) - U.S. stocks ended near flat on Tuesday after a broad sell-off the day before, with worries over caution ahead of Wednesday's Federal Reserve policy news keeping a lid on the market.</p>\n<p>Trading was choppy, with the Dow and S&P 500 erasing session gains just before the close, while the Nasdaq finished slightly higher.</p>\n<p>Shares of Walt Disney Co fell 4.2% and were the biggest drag on both the S&P 500 and Dow after Chief Executive Officer Bob Chapek said the resurgence of the Delta variant of the coronavirus was delaying production of some of its titles.</p>\n<p>Investors are waiting for the end of this week's Fed meeting that may shed light on when its massive purchase of government debt will begin to ease.</p>\n<p>Officials will reveal new projections as investors also are on alert for any timing on rate tightening.</p>\n<p>The Dow Jones Industrial Average fell 50.63 points, or 0.15%, to 33,919.84, the S&P 500 lost 3.54 points, or 0.08%, to 4,354.19 and the Nasdaq Composite added 32.50 points, or 0.22%, to 14,746.40.</p>\n<p>S&P 500 industrials led losses among sectors.</p>\n<p>Adding to late-day bearishness, shares of American Airlines Group Inc and JetBlue Airways Corp fell after records in Boston federal court showed the United States and several U.S. states on Tuesday filed an antitrust lawsuit against the companies. American Airlines ended down 2.8% while JetBlue fell 4.8%.</p>\n<p>The S&P 500 index traded below its 50-day moving average, its first major breach in more than six months. The average has served as a floor for the index this year.</p>\n<p>Analysts say a breach of the index's 200-day moving average may now be in sight.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.32-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted no new 52-week highs and six new lows; the Nasdaq Composite recorded 41 new highs and 98 new lows.</p>\n<p>Volume on U.S. exchanges was 9.73 billion shares, compared with the 9.95 billion average for the full session 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",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","DJX":"1/100道琼斯","SH":"做空标普500-Proshares","OEX":"标普100","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","DDM":"2倍做多道指ETF-ProShares","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169324976","content_text":"NEW YORK, Sept 21 (Reuters) - U.S. stocks ended near flat on Tuesday after a broad sell-off the day before, with worries over caution ahead of Wednesday's Federal Reserve policy news keeping a lid on the market.\nTrading was choppy, with the Dow and S&P 500 erasing session gains just before the close, while the Nasdaq finished slightly higher.\nShares of Walt Disney Co fell 4.2% and were the biggest drag on both the S&P 500 and Dow after Chief Executive Officer Bob Chapek said the resurgence of the Delta variant of the coronavirus was delaying production of some of its titles.\nInvestors are waiting for the end of this week's Fed meeting that may shed light on when its massive purchase of government debt will begin to ease.\nOfficials will reveal new projections as investors also are on alert for any timing on rate tightening.\nThe Dow Jones Industrial Average fell 50.63 points, or 0.15%, to 33,919.84, the S&P 500 lost 3.54 points, or 0.08%, to 4,354.19 and the Nasdaq Composite added 32.50 points, or 0.22%, to 14,746.40.\nS&P 500 industrials led losses among sectors.\nAdding to late-day bearishness, shares of American Airlines Group Inc and JetBlue Airways Corp fell after records in Boston federal court showed the United States and several U.S. states on Tuesday filed an antitrust lawsuit against the companies. American Airlines ended down 2.8% while JetBlue fell 4.8%.\nThe S&P 500 index traded below its 50-day moving average, its first major breach in more than six months. The average has served as a floor for the index this year.\nAnalysts say a breach of the index's 200-day moving average may now be in sight.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.32-to-1 ratio; on Nasdaq, a 1.35-to-1 ratio favored advancers.\nThe S&P 500 posted no new 52-week highs and six new lows; the Nasdaq Composite recorded 41 new highs and 98 new lows.\nVolume on U.S. exchanges was 9.73 billion shares, compared with the 9.95 billion average for the full session over the last 20 trading days.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"PSQ":0.9,"DDM":0.9,"UPRO":0.9,"QID":0.9,".SPX":0.9,"ESmain":0.9,"DXD":0.9,"SH":0.9,"DJX":0.9,"OEX":0.9,"SDS":0.9,"OEF":0.9,".DJI":0.9,"UDOW":0.9,"TQQQ":0.9,"MNQmain":0.9,"SDOW":0.9,"QQQ":0.9,"SPXU":0.9,"DOG":0.9,"NQmain":0.9,"SSO":0.9,"QLD":0.9,"IVV":0.9,"SQQQ":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834765337,"gmtCreate":1629841937929,"gmtModify":1676530145394,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834765337","repostId":"2161818081","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830134011,"gmtCreate":1629025890733,"gmtModify":1676529912969,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/830134011","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p>\n<p><i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n <tr>\n <th>Company / Ticker</th>\n <th>Recent Price</th>\n <th>YTD Change</th>\n <th>2021E P/E</th>\n <th>2021E Price/Sales</th>\n <th>2022E P/E</th>\n <th>2022E Price/Sales</th>\n <th>LT Growth Rate*</th>\n <th>Market Value (bil)</th>\n <th>Comment</th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td>Amedysis / AMED</td>\n <td>$185.15</td>\n <td>-37%</td>\n <td>30.2</td>\n <td>2.7</td>\n <td>27.7</td>\n <td>2.4</td>\n <td>10.5%</td>\n <td>$6.3</td>\n <td>Leader in home health care</td>\n </tr>\n <tr>\n <td>Amyris / AMRS</td>\n <td>13.64</td>\n <td>121</td>\n <td>NM</td>\n <td>10.4</td>\n <td>NM</td>\n <td>9.7</td>\n <td>NA</td>\n <td>4.1</td>\n <td>Leading company in synthetic biology</td>\n </tr>\n <tr>\n <td>Booz Allen Hamilton Holding / BAH</td>\n <td>81.73</td>\n <td>-6</td>\n <td>19.4</td>\n <td>1.3</td>\n <td>17.7</td>\n <td>1.2</td>\n <td>8.6</td>\n <td>11.0</td>\n <td>Defense-department consultant</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services / JBHT</td>\n <td>172.76</td>\n <td>26</td>\n <td>25.8</td>\n <td>1.5</td>\n <td>22.2</td>\n <td>1.4</td>\n <td>18.4</td>\n <td>18.2</td>\n <td>Strong in intermodal freight</td>\n </tr>\n <tr>\n <td>Marriott Vacations Worldwide / VAC</td>\n <td>147.15</td>\n <td>7</td>\n <td>40.9</td>\n <td>1.6</td>\n <td>15.7</td>\n <td>1.4</td>\n <td>NA</td>\n <td>6.3</td>\n <td>Top company in vacation timeshares</td>\n </tr>\n <tr>\n <td>SiteOne Landscape Supply / SITE</td>\n <td>197.10</td>\n <td>24</td>\n <td>45.7</td>\n <td>2.6</td>\n <td>43.5</td>\n <td>2.5</td>\n <td>19.3</td>\n <td>8.8</td>\n <td>Big supplier of landscaping supplies</td>\n </tr>\n <tr>\n <td>Staar Surgical / STAA</td>\n <td>138.19</td>\n <td>74</td>\n <td>192.3</td>\n <td>28.6</td>\n <td>140.8</td>\n <td>22.5</td>\n <td>30.0</td>\n <td>6.6</td>\n <td>Maker of implantable lens for myopia</td>\n </tr>\n <tr>\n <td>Stitch Fix / SFIX</td>\n <td>44.38</td>\n <td>-24</td>\n <td>NM</td>\n <td>1.9</td>\n <td>1890.3</td>\n <td>1.7</td>\n <td>30.0</td>\n <td>4.8</td>\n <td>Data-driven subscription clothing firm</td>\n </tr>\n <tr>\n <td>Trex / TREX</td>\n <td>105.94</td>\n <td>27</td>\n <td>51.9</td>\n <td>10.5</td>\n <td>43.6</td>\n <td>9.3</td>\n <td>18.8</td>\n <td>12.2</td>\n <td>Top maker of synthetic wood decking</td>\n </tr>\n <tr>\n <td>Upwork / UPWK</td>\n <td>44.31</td>\n <td>28</td>\n <td>NM</td>\n <td>11.4</td>\n <td>556.8</td>\n <td>9.2</td>\n <td>NA</td>\n <td>5.7</td>\n <td>Online clearinghouse for free-lancers</td>\n </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8 <a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TREX":"Trex Co Inc","VAC":"万豪度假环球","SFIX":"Stitch Fix Inc.","BAH":"博思艾伦咨询公司","AMED":"阿米斯医疗","UPWK":"Upwork Inc.","SITE":"SiteOne Landscape Supply, Inc.","JBHT":"JB Hunt运输服务","AMRS":"阿米瑞斯","STAA":"STAAR Surgical Company"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"BAH":0.9,"STAA":0.9,"SFIX":0.9,"AMED":0.9,"VAC":0.9,"SITE":0.9,"UPWK":0.9,"JBHT":0.9,"AMRS":0.9,"TREX":0.9}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891065672,"gmtCreate":1628308818896,"gmtModify":1703504909180,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/891065672","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818049856,"gmtCreate":1630367936475,"gmtModify":1676530280811,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818049856","repostId":"2163833181","repostType":4,"repost":{"id":"2163833181","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":1630353642,"share":"https://ttm.financial/m/news/2163833181?lang=&edition=fundamental","pubTime":"2021-08-31 04:00","market":"us","language":"en","title":"S&P, Nasdaq end at record highs as dovish Fed taper-talk calms investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2163833181","media":"Reuters","summary":"S&P 500 tracks longest monthly winning streak since 2018.\nS&P 500, Nasdaq end at fresh record highs\n","content":"<p>S&P 500 tracks longest monthly winning streak since 2018.</p>\n<p>S&P 500, Nasdaq end at fresh record highs</p>\n<p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> gains on report it is exploring a stock-trading platform</p>\n<p>Aug 30 (Reuters) - The S&P 500 and Nasdaq ended Monday at fresh record highs as investors jumped into technology stocks, taking comfort from the Federal Reserve's dovish comments on tapering in monetary stimulus and what that might mean for the economic recovery.</p>\n<p>Apple Inc jumped to an all-time high, while Microsoft Corp , Amazon.com , Google-owner Alphabet Inc all rose, helping the tech-heavy Nasdaq outperform the S&P 500 and the Dow.</p>\n<p>High-growth tech stocks tend to benefit from expectations of lower rates because their value rests heavily on future earnings.</p>\n<p>The benchmark index is tracking its longest monthly winning streak since 2018 on the promise of easy money, with investors shrugging off signs of a slowing economic recovery and surging COVID-19 cases.</p>\n<p>Fed Chair Jerome Powell said on Friday the central bank would continue to be cautious in its approach to tapering its massive pandemic-era stimulus, while reaffirming a steady economic recovery.</p>\n<p>\"It's now clear that there's going to still be an extraordinary amount of support for this economy, probably until November,\" said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>\"Some investors are thinking that tapering might not even start this year, but the <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that everyone can agree on is that Chair Powell has signaled they are in no rush to raise interest rates and he's disconnected tapering with rate-hike timing.\"</p>\n<p>The S&P 500 has risen more than 3% so far in August - a seasonally weak period for stocks - and Wells Fargo analysts said last week they expect the index to rise another 8% by the end of the year.</p>\n<p>It is also on track to log one of its best year-to-date returns through August of the past six decades, said Chris Larkin, managing director of trading at E*Trade Financial.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 55.96 points, or 0.16%, to 35,399.84, the S&P 500 gained 19.39 points, or 0.43%, to 4,528.76 and the Nasdaq Composite added 136.22 points, or 0.9%, to 15,265.72.</p>\n<p>While U.S. crude prices rose 0.7% on Monday, energy stocks broadly slipped as investors fretted about possible longer-term impacts to offshore oil production and damage to energy infrastructure from Hurricane Ida, which roared ashore on Sunday near Port Fourchon, Louisiana, a major hub for the U.S. offshore oil industry.</p>\n<p>Falling bond yields also pressured bank stocks, with the S&P 500 banking index ending down.</p>\n<p>PayPal Holdings Inc advanced on a CNBC report that the financial services firm was exploring the development of a stocks trading platform for its U.S. customers. The news helped push Robinhood Markets Inc down.</p>\n<p>U.S.-listed shares of Chinese gaming firm NetEase Inc slumped as Chinese regulators slashed the amount of time players under the age of 18 can spend on online games to an hour on Fridays, weekends and holidays.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Arun Koyyur and Lisa Shumaker)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P, Nasdaq end at record highs as dovish Fed taper-talk calms investors</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\">\nS&P, Nasdaq end at record highs as dovish Fed taper-talk calms investors\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\">2021-08-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>S&P 500 tracks longest monthly winning streak since 2018.</p>\n<p>S&P 500, Nasdaq end at fresh record highs</p>\n<p><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> gains on report it is exploring a stock-trading platform</p>\n<p>Aug 30 (Reuters) - The S&P 500 and Nasdaq ended Monday at fresh record highs as investors jumped into technology stocks, taking comfort from the Federal Reserve's dovish comments on tapering in monetary stimulus and what that might mean for the economic recovery.</p>\n<p>Apple Inc jumped to an all-time high, while Microsoft Corp , Amazon.com , Google-owner Alphabet Inc all rose, helping the tech-heavy Nasdaq outperform the S&P 500 and the Dow.</p>\n<p>High-growth tech stocks tend to benefit from expectations of lower rates because their value rests heavily on future earnings.</p>\n<p>The benchmark index is tracking its longest monthly winning streak since 2018 on the promise of easy money, with investors shrugging off signs of a slowing economic recovery and surging COVID-19 cases.</p>\n<p>Fed Chair Jerome Powell said on Friday the central bank would continue to be cautious in its approach to tapering its massive pandemic-era stimulus, while reaffirming a steady economic recovery.</p>\n<p>\"It's now clear that there's going to still be an extraordinary amount of support for this economy, probably until November,\" said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>\"Some investors are thinking that tapering might not even start this year, but the <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that everyone can agree on is that Chair Powell has signaled they are in no rush to raise interest rates and he's disconnected tapering with rate-hike timing.\"</p>\n<p>The S&P 500 has risen more than 3% so far in August - a seasonally weak period for stocks - and Wells Fargo analysts said last week they expect the index to rise another 8% by the end of the year.</p>\n<p>It is also on track to log one of its best year-to-date returns through August of the past six decades, said Chris Larkin, managing director of trading at E*Trade Financial.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 55.96 points, or 0.16%, to 35,399.84, the S&P 500 gained 19.39 points, or 0.43%, to 4,528.76 and the Nasdaq Composite added 136.22 points, or 0.9%, to 15,265.72.</p>\n<p>While U.S. crude prices rose 0.7% on Monday, energy stocks broadly slipped as investors fretted about possible longer-term impacts to offshore oil production and damage to energy infrastructure from Hurricane Ida, which roared ashore on Sunday near Port Fourchon, Louisiana, a major hub for the U.S. offshore oil industry.</p>\n<p>Falling bond yields also pressured bank stocks, with the S&P 500 banking index ending down.</p>\n<p>PayPal Holdings Inc advanced on a CNBC report that the financial services firm was exploring the development of a stocks trading platform for its U.S. customers. The news helped push Robinhood Markets Inc down.</p>\n<p>U.S.-listed shares of Chinese gaming firm NetEase Inc slumped as Chinese regulators slashed the amount of time players under the age of 18 can spend on online games to an hour on Fridays, weekends and holidays.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Arun Koyyur and Lisa Shumaker)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163833181","content_text":"S&P 500 tracks longest monthly winning streak since 2018.\nS&P 500, Nasdaq end at fresh record highs\nPayPal gains on report it is exploring a stock-trading platform\nAug 30 (Reuters) - The S&P 500 and Nasdaq ended Monday at fresh record highs as investors jumped into technology stocks, taking comfort from the Federal Reserve's dovish comments on tapering in monetary stimulus and what that might mean for the economic recovery.\nApple Inc jumped to an all-time high, while Microsoft Corp , Amazon.com , Google-owner Alphabet Inc all rose, helping the tech-heavy Nasdaq outperform the S&P 500 and the Dow.\nHigh-growth tech stocks tend to benefit from expectations of lower rates because their value rests heavily on future earnings.\nThe benchmark index is tracking its longest monthly winning streak since 2018 on the promise of easy money, with investors shrugging off signs of a slowing economic recovery and surging COVID-19 cases.\nFed Chair Jerome Powell said on Friday the central bank would continue to be cautious in its approach to tapering its massive pandemic-era stimulus, while reaffirming a steady economic recovery.\n\"It's now clear that there's going to still be an extraordinary amount of support for this economy, probably until November,\" said Ed Moya, senior market analyst for the Americas at OANDA.\n\"Some investors are thinking that tapering might not even start this year, but the one thing that everyone can agree on is that Chair Powell has signaled they are in no rush to raise interest rates and he's disconnected tapering with rate-hike timing.\"\nThe S&P 500 has risen more than 3% so far in August - a seasonally weak period for stocks - and Wells Fargo analysts said last week they expect the index to rise another 8% by the end of the year.\nIt is also on track to log one of its best year-to-date returns through August of the past six decades, said Chris Larkin, managing director of trading at E*Trade Financial.\nUnofficially, the Dow Jones Industrial Average fell 55.96 points, or 0.16%, to 35,399.84, the S&P 500 gained 19.39 points, or 0.43%, to 4,528.76 and the Nasdaq Composite added 136.22 points, or 0.9%, to 15,265.72.\nWhile U.S. crude prices rose 0.7% on Monday, energy stocks broadly slipped as investors fretted about possible longer-term impacts to offshore oil production and damage to energy infrastructure from Hurricane Ida, which roared ashore on Sunday near Port Fourchon, Louisiana, a major hub for the U.S. offshore oil industry.\nFalling bond yields also pressured bank stocks, with the S&P 500 banking index ending down.\nPayPal Holdings Inc advanced on a CNBC report that the financial services firm was exploring the development of a stocks trading platform for its U.S. customers. The news helped push Robinhood Markets Inc down.\nU.S.-listed shares of Chinese gaming firm NetEase Inc slumped as Chinese regulators slashed the amount of time players under the age of 18 can spend on online games to an hour on Fridays, weekends and holidays.\n(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Arun Koyyur and Lisa Shumaker)","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"NQmain":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813830067,"gmtCreate":1630165098059,"gmtModify":1676530237147,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813830067","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810147182,"gmtCreate":1629956859746,"gmtModify":1676530183943,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810147182","repostId":"1197778368","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835963691,"gmtCreate":1629684302413,"gmtModify":1676530097643,"author":{"id":"3582000308162414","authorId":"3582000308162414","name":"choysk86","avatar":"https://static.tigerbbs.com/0bd3a9672ac1a426110747a9475d050e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582000308162414","authorIdStr":"3582000308162414"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/835963691","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}