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PixieDust

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2021-08-03

Good stocks to consider

August Is Actually A Great Month If You Own These 8 Stocks

2021-08-17

Getting more listed vaccine companies

U.S. to recommend COVID booster for most people 8 months after vaccination: report

2021-07-09

I not sure to be excited or worry. But either one, I am glad, trend of opportunity.

Why is the stock market down today?

2021-07-09

Do you think tmr will drop more?

Why is the stock market down today?

2021-08-20

Get ready, I hope baba won’t get fines again, otherwise drop even more.

Some China concepts stocks sink in morning trading

2021-08-03

Fan of Tesla

Tesla Stock Is Rallying Again. Thank China.

2021-07-28

AMD aggressive growth

Sorry, the original content has been removed

2021-08-03

All 8 stocks have good potential to grow

August Is Actually A Great Month If You Own These 8 Stocks

2021-08-03

Facebook. Period.

Sorry, the original content has been removed

2021-07-27

Good

EV stocks surged in Monday morning trading

2021-07-24

$Alibaba(BABA)$Baba drop back to low peak today again, excited or disappointed?

2021-08-06

Not expecting growth from baba this year

深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】

2021-07-27

Good

Sorry, the original content has been removed

2021-07-27

Good

Sorry, the original content has been removed

Go to Tiger App to see more news

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Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172431375","content_text":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.\nThe legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.\nDetails of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833038645,"gmtCreate":1629188395387,"gmtModify":1676529959030,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Getting more listed vaccine companies&nbsp;","listText":"Getting more listed vaccine companies&nbsp;","text":"Getting more listed vaccine companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833038645","repostId":"2160791292","repostType":4,"repost":{"id":"2160791292","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629190740,"share":"https://ttm.financial/m/news/2160791292?lang=&edition=fundamental","pubTime":"2021-08-17 16:59","market":"hk","language":"en","title":"U.S. to recommend COVID booster for most people 8 months after vaccination: report","url":"https://stock-news.laohu8.com/highlight/detail?id=2160791292","media":"Dow Jones","summary":"Effort could ramp up as soon as mid-September, New York Times reports.\n\nThe Biden administration is ","content":"<blockquote>\n Effort could ramp up as soon as mid-September, New York Times reports.\n</blockquote>\n<p>The Biden administration is set to announce that most vaccinated Americans should get a COVID-19 booster shot eight months after being fully vaccinated, the New York Times reported Monday night.</p>\n<p>An official announcement is expected later the week, the Times said, and the first booster could be administered to nursing-home residents and health-care workers as soon as mid-September.</p>\n<p>The Times reported that the move comes amid increased worries over the spread of the delta variant, and Israeli studies that suggest protection by the vaccine -- particularly the <a href=\"https://laohu8.com/S/AONE.U\">one</a> from Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> -- weakens over time.</p>\n<p>That a booster will be needed is not a big surprise. Health-care experts have long maintained that COVID-19 booster shots would be necessary at some point. On Sunday, Dr. Francis Collins, the director of the National Institutes of Health, said boosters would likely be needed sooner rather than later.</p>\n<p>\"There is a concern that the vaccine may start to wane in its effectiveness,\" Collins said Sunday, according to the Associated Press. \"And delta is a nasty one for us to try to deal with. The combination of those two means we may need boosters, maybe beginning first with health-care providers, as well as people in nursing homes, and then gradually moving forward\" with others.</p>\n<p>Earlier Monday, Pfizer and BioNTech submitted initial data to the Food and Drug Administration to support authorization for a third dose of their vaccine. The companies said studies show antibody responses from people who received three shots were stronger than those who had received two, including against the delta variant.</p>\n<p>Dr. Anthony Fauci, the White House's top pandemic adviser, said Sunday that whenever a booster is authorized, \"we will be absolutely prepared to do that very quickly.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. to recommend COVID booster for most people 8 months after vaccination: report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. to recommend COVID booster for most people 8 months after vaccination: report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-17 16:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Effort could ramp up as soon as mid-September, New York Times reports.\n</blockquote>\n<p>The Biden administration is set to announce that most vaccinated Americans should get a COVID-19 booster shot eight months after being fully vaccinated, the New York Times reported Monday night.</p>\n<p>An official announcement is expected later the week, the Times said, and the first booster could be administered to nursing-home residents and health-care workers as soon as mid-September.</p>\n<p>The Times reported that the move comes amid increased worries over the spread of the delta variant, and Israeli studies that suggest protection by the vaccine -- particularly the <a href=\"https://laohu8.com/S/AONE.U\">one</a> from Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> -- weakens over time.</p>\n<p>That a booster will be needed is not a big surprise. Health-care experts have long maintained that COVID-19 booster shots would be necessary at some point. On Sunday, Dr. Francis Collins, the director of the National Institutes of Health, said boosters would likely be needed sooner rather than later.</p>\n<p>\"There is a concern that the vaccine may start to wane in its effectiveness,\" Collins said Sunday, according to the Associated Press. \"And delta is a nasty one for us to try to deal with. The combination of those two means we may need boosters, maybe beginning first with health-care providers, as well as people in nursing homes, and then gradually moving forward\" with others.</p>\n<p>Earlier Monday, Pfizer and BioNTech submitted initial data to the Food and Drug Administration to support authorization for a third dose of their vaccine. The companies said studies show antibody responses from people who received three shots were stronger than those who had received two, including against the delta variant.</p>\n<p>Dr. Anthony Fauci, the White House's top pandemic adviser, said Sunday that whenever a booster is authorized, \"we will be absolutely prepared to do that very quickly.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BNTX":"BioNTech SE","SPY":"标普500ETF","PFE":"辉瑞",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160791292","content_text":"Effort could ramp up as soon as mid-September, New York Times reports.\n\nThe Biden administration is set to announce that most vaccinated Americans should get a COVID-19 booster shot eight months after being fully vaccinated, the New York Times reported Monday night.\nAn official announcement is expected later the week, the Times said, and the first booster could be administered to nursing-home residents and health-care workers as soon as mid-September.\nThe Times reported that the move comes amid increased worries over the spread of the delta variant, and Israeli studies that suggest protection by the vaccine -- particularly the one from Pfizer $(PFE)$ and BioNTech $(BNTX)$ -- weakens over time.\nThat a booster will be needed is not a big surprise. Health-care experts have long maintained that COVID-19 booster shots would be necessary at some point. On Sunday, Dr. Francis Collins, the director of the National Institutes of Health, said boosters would likely be needed sooner rather than later.\n\"There is a concern that the vaccine may start to wane in its effectiveness,\" Collins said Sunday, according to the Associated Press. \"And delta is a nasty one for us to try to deal with. The combination of those two means we may need boosters, maybe beginning first with health-care providers, as well as people in nursing homes, and then gradually moving forward\" with others.\nEarlier Monday, Pfizer and BioNTech submitted initial data to the Food and Drug Administration to support authorization for a third dose of their vaccine. The companies said studies show antibody responses from people who received three shots were stronger than those who had received two, including against the delta variant.\nDr. Anthony Fauci, the White House's top pandemic adviser, said Sunday that whenever a booster is authorized, \"we will be absolutely prepared to do that very quickly.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899678120,"gmtCreate":1628183701760,"gmtModify":1703502801869,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Not expecting growth from baba this year","listText":"Not expecting growth from baba this year","text":"Not expecting growth from baba this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899678120","repostId":"2157345336","repostType":2,"repost":{"id":"2157345336","kind":"news","pubTimestamp":1628178845,"share":"https://ttm.financial/m/news/2157345336?lang=&edition=fundamental","pubTime":"2021-08-05 23:54","market":"us","language":"zh","title":"深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】","url":"https://stock-news.laohu8.com/highlight/detail?id=2157345336","media":"文香思媒","summary":"收入结构方面，依然保持以中国零售商业为主的业务收入结构。FY22Q1经调整EBITA为456亿，同比下滑11%，经调整EBITA Margin为25.3%，同比减少13","content":"<html><body><article><p><strong>投资观点及相关数据详询：冯翠婷/苏燕妮</strong></p><p><strong>（suyanni@tfzq.com）</strong></p><p>前期报告回顾</p><p>阿里FY2022Q1业绩快评及电话会纪要【天风互联网传媒】</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：LBS业务推进板块治理模式，关注反击节奏与成效【天风互联网传媒】深度点评|阿里巴巴：面向长期坚定战略投入，短期重点关注市占率淡化利润率【天风互联网传媒】</p><p><strong>摘 要</strong></p><p><strong>收入稳步增长，加大<span>股票回购</span>力度彰显长期信心</strong></p><p>公司于8月3日披露FY2022Q1（6月底季度）业绩，本季度阿里巴巴实现营收2057.40亿元，同比增长34%，略低于彭博一致预期1.7PCT，运营利润为308.47亿元，同比下降11%，经调整归母<span>净利润</span>434.41亿元，同比增长10%，高于彭博一致预期11.9PCT。前期管理层已声明将把2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资于新业务和关键战略领域，以增加消费者的消费份额，并进入新的潜在市场，本期财报表现也初步兑现了利润降速增长这一预期。此次业绩会上管理层维持FY2022年的指引：收入同比增速30%+、服务10亿中国零售消费者（目前9.1亿）。另外，此次公司提升股票回购比例由100亿美金至150亿美金（近1000亿元人民币），为中国企业史上最大<span>回购</span>，彰显公司对长期发展充满信心。</p><p><strong>战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值</strong></p><p>阿里战略投资业务包括淘特、社区团购、本地生活、Lazada、菜鸟网络等，开发多业务APP矩阵目的在于为消费者与商家提供差异化的价值，并提升用户粘性和购买频率。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近，持续高额投入下也可见阿里取得阶段性成绩：1）定位于追求极致性价比的APP淘特本季度活跃买家人数达到1.9亿人，环比新增4000万（上季度环比新增为2700万），淘特独立拉新效果明显；2）闲鱼APP MAU超过1亿；3）本地生活业务饿了么订单数量同比增长50%（因补贴冲抵收入，该业务本季度收入同比增速为23%）；4）社区团购业务GMV环比增长超过200%；5）菜鸟受益于跨境业务发展，本期收入增长50%；6）Lazada订单增长达到90%。多项战略业务促成阿里系产品消费人群的进一步提升，本季度全球年度活跃消费者达11.80亿（环比+4500万），其中中国市场消费者达9.12亿（环比+2200万），受益于产品间信息共用、相互导流，新增用户可以阿里生态内不同业务间切换、消费，用户的平台粘性及ARPU的价值将得以体现。</p><p><strong>核心业务稳健运行，电商、云计算仍具领先优势</strong></p><p>阿里核心电商及云计算业务本期稳健运行：1）电商CRM收入本期收入增速14%，略低于社零中实物商品网上零售额Q2同比19%的增速，但阿里最为最大GMV体量电商平台仍然是大盘的主要影响者；2）云计算业务（并入钉钉收入）本期收入同比增长29%，剔除单一大客户影响后增速约为40%，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。</p><p><strong>政策风险弱化，生态开放或给阿里带来流量机遇</strong></p><p>互联网数据安全及反垄断监管系长期趋势，阿里在率先接受大额罚单后，相较其他互联网平台公司压力已经明显降低，管理层也强调将根据数据监管要求规范数据使用、不以补贴推动业务的增长，同时，未来平台间将实现互联互通、生态开放，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>等或为阿里提供增量的流量机会。</p><p><strong>投资建议：</strong>我们预期FY2022-FY2024收入分别为9135亿元/11050亿元/13269亿元，同比增长27.4.0%/21.0%/20.1%；考虑到投资、税收增加，我们预计预期FY2022-FY2024调整后归属股东净利润（Non-GAAP）分别为1777亿元/1802亿元/2092亿元，分别同比变化-0.7%/1.4%/16.1%。2021年8月4日美股收盘价对应FY2022-FY2024年PE分别为20.0/19.7/17.0倍，维持“买入”评级，给予目标价285美元。</p><p><strong>风险提示：</strong>电商行业竞争加剧；新零售业务进展不及预期；云计算业务增速恢复不及预期；公司利润增长不及预期；其他监管风险。</p><p>目录</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235452883v19763yet3jv4vs\"/><p>正文</p><p><strong>1. 总体财务情况：收入稳步增长，加大股票回购力度彰显长期信心</strong></p><p><strong>1.1. 总收入</strong></p><p>FY22Q1（对应CY21Q2）总收入是RMB2057.40亿元，同比增长34%，低于市场预期1.7%，增长主要来自国内零售商业业务（其中包括自2020年10月开始合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>）、菜鸟物流服务和跨境及全球零售商业业务。若不考虑合并高鑫零售的影响，收入为RMB1873.06亿元，同比增长22%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235456298v197aoocxat3hbi\"/><p>收入结构方面，阿里收入主要来源于商业业务、云计算业务、数字媒体及服务娱乐、创新业务及其他这四方面业务。商业业务仍然是收入主要来源，FY22Q1（对应CY21Q2）的商业业务收入占总收入87.6%，比上一季度略有增加，但同以往季度类似，都维持在85%-89%的占比。云计算业务、数字媒体及娱乐服务的收入占比有小幅度下降，分别从上一季度8.9%/4.3%下降到本季度7.8%/3.9%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235458200v197w8rd2f0x91m\"/><p><strong>1.2. 毛利率</strong></p><p>本季度为39.7%，比去年同期下降5.3个百分点，环比上一季度提升6.6个百分点。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2WYn6XjpxFmVycl0fZPONvVn3k0goU4yr8Kib9UwF9NZ9JhNXUtDBOlbw/640?wx_fmt=png\"/><p><strong>1.3. 运营利润</strong></p><p>本季度运营利润为RMB308.47亿元，同比下降11%，运营利润率15.0%，较去年同期下降7.58个百分点。同比下降主要是由于对社区商业平台、淘特、本地生活服务及Lazada等策略领域的投资，对闲鱼及淘宝直播等国内零售市场中增长业务的投资和对商家的支持政策。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235519583v197bt4n35f51uv\"/><p><strong>1.4. 经调整归属股东净利润（Non-GAAP）</strong></p><p>本季度经调整归属股东净利润为RMB434.41亿元，同比增长10%，环比增加53.0%，高于彭博一致预期11.9%；经调整归属股东净<span>利率</span>为21.1%，比去年同期下滑5.3个百分点，比上一季度下滑12.3个百分点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235525481v197l0273c8kis8\"/><p><strong>1.5. 现金、<span>现金等价物</span>及短期投资余额</strong></p><p>截至21年6月31日为RMB4708.24亿元，环比下降0.59%；主要由于投资和收购活动所用的现金流量RMB121.86亿元及<span>股份回购</span>所用的RMB71.34亿元，以及收购非全资子公司的额外股权所用的RMB43.04亿元，部分被经营活动产生的<span>自由现金流</span>RMB206.83亿元所抵消。</p><p><strong>1.6. 股票回购</strong></p><p>截止2021年4月1日直至2021年8月3日，公司以36.80亿美元回购了约1810万股美国存托股（约14,450万股普通股）。此外公司董事会于2021年8月2日授权公司的股票回购计划总额由100亿美元增至150亿美元，有效期至2022年底。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235527138v197zmjv4w6pzoc\"/><p><strong>2. 分业务点评</strong></p><p><strong>2.1. 核心商业业务：战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值</strong></p><p><strong>2.1.1. 核心商业业务概况</strong></p><p>FY22Q1收入为RMB1802.41亿元，同比增长35%，占总收入的87%。商业的收入主要来自中国零售市场、高鑫零售、盒马、1688.com、Lazada、速卖通、Alibaba.com、菜鸟物流服务及本地生活服务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235528173v1972e5d2cq0mg1\"/><p>收入结构方面，依然保持以中国零售商业为主的业务收入结构。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235528745v197kwxnhkc3v7i\"/><p>FY22Q1经调整EBITA为456亿，同比下滑11%，经调整EBITA Margin为25.3%，同比减少13.1PCT。剔除战略性业务投入对EBITA的影响后，本期EBITA为595亿元，同比增长5.5%，EBITA Margin为33%，同比减少4.5%。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2WKcMxNsLicic9xbF8vjjbsNUMTJCJ7ibpJyGZGxtjKrhVyknic5NgicgwqLA/640?wx_fmt=png\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235550270v197ljs0jg4dp88\"/><p><strong>2.1.2. 中国-零售</strong></p><p>本季度收入为RMB1358.06亿元，同比增长34%，占总收入的66%；客户管理收入同比增长14%；主要由于中国零售市场线上实物商品GMV的增长，反映了包括推荐信息流在内的新变现模式的收入增长及搜索变现单次点击平均单价的上升。其中淘特用户数量的快速增长，截止2021年6月30日止12个月，年度活跃消费者达1.9亿。闲鱼月活跃消费者增长超1亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235601704v197h7gukxeu4tk\"/><p>阿里巴巴全球年度活跃消费者达11.80亿，环比增加4500万，其中中国市场消费者达9.12亿，包括8.28亿中国零售市场年度活跃消费者，以及主要来自本地生活服务、数字媒体及娱乐和盒马的新增去重年度活跃消费者。中国零售市场年度活跃消费者达到8.28亿，+11.59%YoY，+2.10%QoQ，较截至2021年3月31日止12个月，增加1700万（vs.较截至2020年6月30日止12个月增加8600万元）。</p><p>中国零售平台移动MAU达到9.39亿，+7.44%YoY，+1.51%QoQ，较2021年3月增加1400万（vs.较2020年6月增加6500万元）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235603850v197vq45ulq65oq\"/><p><strong>2.1.3. 中国-批发</strong></p><p>本季度收入为RMB39.24亿元，同比增长13%，占总收入的2%；主要由于1688.com平台付费会员的平均收入的上升和付费会员数量的增加。</p><p><strong>2.1.4. 国际-零售</strong></p><p>本季度收入为RMB108.00亿元，同比增长54%，占总收入的5%；主要由于Lazada和速卖通业务的收入增长。Lazada在东南亚市场订单增速维持近90%增长，其中越南和印尼同比增速均超过100%。</p><p><strong>2.1.5. 国际-批发</strong></p><p>本季度收入为RMB44.02亿元，同比增长37%，占总收入的2%；主要由于Alibaba.com付费会员数量的增加和付费会员的平均收入的上升。</p><p><strong>2.1.6. 菜鸟</strong></p><p>本季度收入为RMB116.01亿元，同比增长50%，占总收入的6%；主要由于快速发展的跨境及全球零售商业业务所带来的已履约的订单量的增长。</p><p><strong>2.1.7. 本地生活服务</strong></p><p>本季度收入为RMB87.5亿元，同比增长50%，占总收入的4%；本地生活业务作为阿里战略性投资业务之一，饿了么在本季度的订单增长年度同比达50%，收入增速低于GMV增速主要由于平台补贴部分抵消收入。管理层同时在电话会上表示，将继续不遗余力地加强对饿了么的投入，增强非餐饮类到家消费的比重，并且继续不断提升运营效率。并且将本地生活业务从高德地图服务出发，延展至位置周边服务。目前消费者可以基于目的地位置，使用打车、加油、充电、酒店、景区票务等多种服务。</p><p>前期我们发布报告《阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效》，认为阿里在LBS业务继续推行板块治理模式，试图以更多的独立性为业务发展注入动能，整合地图+酒旅+本地生活业务将重振阿里巴巴本地生活业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235604579v197d3fz740a62p\"/><p><strong>2.2. 云计算：仍居行业领先地位，经调整后EBITA Margin增至2.1%</strong></p><p>本季度云计算收入同比增长29%至160.51亿元，占总收入的8%；增长主要来自互联网、金融服务和零售行业客户收入的增长，同比增速放缓主要原因是来自一位互联网行业的单一头部客户使收入下降，剔除单一大客户影响本期后增速约为40%，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2WZmWicDVI5zIneZQJXfRtOpEcdr08KoFJvSoM5BYd6vHfoUYQcaOb4iag/640?wx_fmt=png\"/><p>本季度云计算经调整EBITA为3亿，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，连续三个季度为正。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235615742v1979vj2v8w86ip\"/><p><strong>2.3. 数字媒体及娱乐：亏损大幅收窄</strong></p><p>本季度收入为RMB80.73亿元，同比增长15%，占总收入的4%；主要是由于优酷、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>和其他娱乐业务收入的增长。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235616747v197gl8e6nmfo7m\"/><p>本季度经调整EBITA为-4亿，经调整EBITA Margin为-5.2%，亏损较前期大幅收窄。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2Wdb5PSLvFINWibCPDkLFeIdP6bSTDmnLtUoicZ3zZAwY0DGFaKILF5zOA/640?wx_fmt=png\"/><p><strong>2.4. 创新业务</strong></p><p>包括高德地图、天猫精灵及其他创新业务等，其他收入亦包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>及其关联方收取的中小企业贷款年费；本季度收入为RMB13.75亿元，同比增长37%，占总收入的1%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235633459v1972izp6fz6apt\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235636139v197lpa06bfob1e\"/><p>注：文中报告节选自<a href=\"https://laohu8.com/S/601162\">天风证券</a>研究所已公开发布研究报告，具体报告内容及相关风险提示等详见完整版报告。</p><p>证券研究报告：《阿里巴巴：监管压力弱化，战略性业务推进提升消费份额》</p><p>对外发布时间：2021年8月5日</p><p>报告发布机构：天风证券股份有限公司（已获中国证监会许可的证券投资咨询业务资格）</p><p>本报告分析师 ：</p><p>文浩 SAC执业证书编号：S1110516050002</p><p>冯翠婷 SAC执业证书编号：S1110517090001</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235642063v197ty7lprytoq7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235651639v1973etx34zy34h\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235652334v1978eidgla2lol\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235658120v197e0y17mq1haj\"/></article></body></html>","source":"tencent","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>深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】</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深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 23:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080523565979dd36bc&s=b><strong>文香思媒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资观点及相关数据详询：冯翠婷/苏燕妮（suyanni@tfzq.com）前期报告回顾阿里FY2022Q1业绩快评及电话会纪要【天风互联网传媒】阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效【天风互联网传媒】深度点评|阿里巴巴：面向长期坚定战略投入，短期重点关注市占率淡化利润率【天风互联网传媒】摘 要收入稳步增长，加大股票回购力度彰显长期信心公司于8月3日披露FY2022Q1（6月底季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080523565979dd36bc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"160636":"互联网","161025":"移动互联","09988":"阿里巴巴-W","01981":"华夏控股","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080523565979dd36bc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2157345336","content_text":"投资观点及相关数据详询：冯翠婷/苏燕妮（suyanni@tfzq.com）前期报告回顾阿里FY2022Q1业绩快评及电话会纪要【天风互联网传媒】阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效【天风互联网传媒】深度点评|阿里巴巴：面向长期坚定战略投入，短期重点关注市占率淡化利润率【天风互联网传媒】摘 要收入稳步增长，加大股票回购力度彰显长期信心公司于8月3日披露FY2022Q1（6月底季度）业绩，本季度阿里巴巴实现营收2057.40亿元，同比增长34%，略低于彭博一致预期1.7PCT，运营利润为308.47亿元，同比下降11%，经调整归母净利润434.41亿元，同比增长10%，高于彭博一致预期11.9PCT。前期管理层已声明将把2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资于新业务和关键战略领域，以增加消费者的消费份额，并进入新的潜在市场，本期财报表现也初步兑现了利润降速增长这一预期。此次业绩会上管理层维持FY2022年的指引：收入同比增速30%+、服务10亿中国零售消费者（目前9.1亿）。另外，此次公司提升股票回购比例由100亿美金至150亿美金（近1000亿元人民币），为中国企业史上最大回购，彰显公司对长期发展充满信心。战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值阿里战略投资业务包括淘特、社区团购、本地生活、Lazada、菜鸟网络等，开发多业务APP矩阵目的在于为消费者与商家提供差异化的价值，并提升用户粘性和购买频率。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近，持续高额投入下也可见阿里取得阶段性成绩：1）定位于追求极致性价比的APP淘特本季度活跃买家人数达到1.9亿人，环比新增4000万（上季度环比新增为2700万），淘特独立拉新效果明显；2）闲鱼APP MAU超过1亿；3）本地生活业务饿了么订单数量同比增长50%（因补贴冲抵收入，该业务本季度收入同比增速为23%）；4）社区团购业务GMV环比增长超过200%；5）菜鸟受益于跨境业务发展，本期收入增长50%；6）Lazada订单增长达到90%。多项战略业务促成阿里系产品消费人群的进一步提升，本季度全球年度活跃消费者达11.80亿（环比+4500万），其中中国市场消费者达9.12亿（环比+2200万），受益于产品间信息共用、相互导流，新增用户可以阿里生态内不同业务间切换、消费，用户的平台粘性及ARPU的价值将得以体现。核心业务稳健运行，电商、云计算仍具领先优势阿里核心电商及云计算业务本期稳健运行：1）电商CRM收入本期收入增速14%，略低于社零中实物商品网上零售额Q2同比19%的增速，但阿里最为最大GMV体量电商平台仍然是大盘的主要影响者；2）云计算业务（并入钉钉收入）本期收入同比增长29%，剔除单一大客户影响后增速约为40%，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。政策风险弱化，生态开放或给阿里带来流量机遇互联网数据安全及反垄断监管系长期趋势，阿里在率先接受大额罚单后，相较其他互联网平台公司压力已经明显降低，管理层也强调将根据数据监管要求规范数据使用、不以补贴推动业务的增长，同时，未来平台间将实现互联互通、生态开放，腾讯、抖音等或为阿里提供增量的流量机会。投资建议：我们预期FY2022-FY2024收入分别为9135亿元/11050亿元/13269亿元，同比增长27.4.0%/21.0%/20.1%；考虑到投资、税收增加，我们预计预期FY2022-FY2024调整后归属股东净利润（Non-GAAP）分别为1777亿元/1802亿元/2092亿元，分别同比变化-0.7%/1.4%/16.1%。2021年8月4日美股收盘价对应FY2022-FY2024年PE分别为20.0/19.7/17.0倍，维持“买入”评级，给予目标价285美元。风险提示：电商行业竞争加剧；新零售业务进展不及预期；云计算业务增速恢复不及预期；公司利润增长不及预期；其他监管风险。目录正文1. 总体财务情况：收入稳步增长，加大股票回购力度彰显长期信心1.1. 总收入FY22Q1（对应CY21Q2）总收入是RMB2057.40亿元，同比增长34%，低于市场预期1.7%，增长主要来自国内零售商业业务（其中包括自2020年10月开始合并高鑫零售）、菜鸟物流服务和跨境及全球零售商业业务。若不考虑合并高鑫零售的影响，收入为RMB1873.06亿元，同比增长22%。收入结构方面，阿里收入主要来源于商业业务、云计算业务、数字媒体及服务娱乐、创新业务及其他这四方面业务。商业业务仍然是收入主要来源，FY22Q1（对应CY21Q2）的商业业务收入占总收入87.6%，比上一季度略有增加，但同以往季度类似，都维持在85%-89%的占比。云计算业务、数字媒体及娱乐服务的收入占比有小幅度下降，分别从上一季度8.9%/4.3%下降到本季度7.8%/3.9%。1.2. 毛利率本季度为39.7%，比去年同期下降5.3个百分点，环比上一季度提升6.6个百分点。1.3. 运营利润本季度运营利润为RMB308.47亿元，同比下降11%，运营利润率15.0%，较去年同期下降7.58个百分点。同比下降主要是由于对社区商业平台、淘特、本地生活服务及Lazada等策略领域的投资，对闲鱼及淘宝直播等国内零售市场中增长业务的投资和对商家的支持政策。1.4. 经调整归属股东净利润（Non-GAAP）本季度经调整归属股东净利润为RMB434.41亿元，同比增长10%，环比增加53.0%，高于彭博一致预期11.9%；经调整归属股东净利率为21.1%，比去年同期下滑5.3个百分点，比上一季度下滑12.3个百分点。1.5. 现金、现金等价物及短期投资余额截至21年6月31日为RMB4708.24亿元，环比下降0.59%；主要由于投资和收购活动所用的现金流量RMB121.86亿元及股份回购所用的RMB71.34亿元，以及收购非全资子公司的额外股权所用的RMB43.04亿元，部分被经营活动产生的自由现金流RMB206.83亿元所抵消。1.6. 股票回购截止2021年4月1日直至2021年8月3日，公司以36.80亿美元回购了约1810万股美国存托股（约14,450万股普通股）。此外公司董事会于2021年8月2日授权公司的股票回购计划总额由100亿美元增至150亿美元，有效期至2022年底。2. 分业务点评2.1. 核心商业业务：战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值2.1.1. 核心商业业务概况FY22Q1收入为RMB1802.41亿元，同比增长35%，占总收入的87%。商业的收入主要来自中国零售市场、高鑫零售、盒马、1688.com、Lazada、速卖通、Alibaba.com、菜鸟物流服务及本地生活服务。收入结构方面，依然保持以中国零售商业为主的业务收入结构。FY22Q1经调整EBITA为456亿，同比下滑11%，经调整EBITA Margin为25.3%，同比减少13.1PCT。剔除战略性业务投入对EBITA的影响后，本期EBITA为595亿元，同比增长5.5%，EBITA Margin为33%，同比减少4.5%。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近。2.1.2. 中国-零售本季度收入为RMB1358.06亿元，同比增长34%，占总收入的66%；客户管理收入同比增长14%；主要由于中国零售市场线上实物商品GMV的增长，反映了包括推荐信息流在内的新变现模式的收入增长及搜索变现单次点击平均单价的上升。其中淘特用户数量的快速增长，截止2021年6月30日止12个月，年度活跃消费者达1.9亿。闲鱼月活跃消费者增长超1亿。阿里巴巴全球年度活跃消费者达11.80亿，环比增加4500万，其中中国市场消费者达9.12亿，包括8.28亿中国零售市场年度活跃消费者，以及主要来自本地生活服务、数字媒体及娱乐和盒马的新增去重年度活跃消费者。中国零售市场年度活跃消费者达到8.28亿，+11.59%YoY，+2.10%QoQ，较截至2021年3月31日止12个月，增加1700万（vs.较截至2020年6月30日止12个月增加8600万元）。中国零售平台移动MAU达到9.39亿，+7.44%YoY，+1.51%QoQ，较2021年3月增加1400万（vs.较2020年6月增加6500万元）。2.1.3. 中国-批发本季度收入为RMB39.24亿元，同比增长13%，占总收入的2%；主要由于1688.com平台付费会员的平均收入的上升和付费会员数量的增加。2.1.4. 国际-零售本季度收入为RMB108.00亿元，同比增长54%，占总收入的5%；主要由于Lazada和速卖通业务的收入增长。Lazada在东南亚市场订单增速维持近90%增长，其中越南和印尼同比增速均超过100%。2.1.5. 国际-批发本季度收入为RMB44.02亿元，同比增长37%，占总收入的2%；主要由于Alibaba.com付费会员数量的增加和付费会员的平均收入的上升。2.1.6. 菜鸟本季度收入为RMB116.01亿元，同比增长50%，占总收入的6%；主要由于快速发展的跨境及全球零售商业业务所带来的已履约的订单量的增长。2.1.7. 本地生活服务本季度收入为RMB87.5亿元，同比增长50%，占总收入的4%；本地生活业务作为阿里战略性投资业务之一，饿了么在本季度的订单增长年度同比达50%，收入增速低于GMV增速主要由于平台补贴部分抵消收入。管理层同时在电话会上表示，将继续不遗余力地加强对饿了么的投入，增强非餐饮类到家消费的比重，并且继续不断提升运营效率。并且将本地生活业务从高德地图服务出发，延展至位置周边服务。目前消费者可以基于目的地位置，使用打车、加油、充电、酒店、景区票务等多种服务。前期我们发布报告《阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效》，认为阿里在LBS业务继续推行板块治理模式，试图以更多的独立性为业务发展注入动能，整合地图+酒旅+本地生活业务将重振阿里巴巴本地生活业务。2.2. 云计算：仍居行业领先地位，经调整后EBITA Margin增至2.1%本季度云计算收入同比增长29%至160.51亿元，占总收入的8%；增长主要来自互联网、金融服务和零售行业客户收入的增长，同比增速放缓主要原因是来自一位互联网行业的单一头部客户使收入下降，剔除单一大客户影响本期后增速约为40%，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。本季度云计算经调整EBITA为3亿，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，连续三个季度为正。2.3. 数字媒体及娱乐：亏损大幅收窄本季度收入为RMB80.73亿元，同比增长15%，占总收入的4%；主要是由于优酷、阿里影业和其他娱乐业务收入的增长。本季度经调整EBITA为-4亿，经调整EBITA Margin为-5.2%，亏损较前期大幅收窄。2.4. 创新业务包括高德地图、天猫精灵及其他创新业务等，其他收入亦包括蚂蚁集团及其关联方收取的中小企业贷款年费；本季度收入为RMB13.75亿元，同比增长37%，占总收入的1%。注：文中报告节选自天风证券研究所已公开发布研究报告，具体报告内容及相关风险提示等详见完整版报告。证券研究报告：《阿里巴巴：监管压力弱化，战略性业务推进提升消费份额》对外发布时间：2021年8月5日报告发布机构：天风证券股份有限公司（已获中国证监会许可的证券投资咨询业务资格）本报告分析师 ：文浩 SAC执业证书编号：S1110516050002冯翠婷 SAC执业证书编号：S1110517090001","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804583717,"gmtCreate":1627964263139,"gmtModify":1703498737057,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Fan of Tesla&nbsp;","listText":"Fan of Tesla&nbsp;","text":"Fan of Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804583717","repostId":"1177462457","repostType":4,"repost":{"id":"1177462457","kind":"news","pubTimestamp":1627962300,"share":"https://ttm.financial/m/news/1177462457?lang=&edition=fundamental","pubTime":"2021-08-03 11:45","market":"us","language":"en","title":"Tesla Stock Is Rallying Again. Thank China.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177462457","media":"Barrons","summary":"Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The","content":"<p>Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The likeliest reason is developments in China.</p>\n<p>Shares have been on a tear. Last week, despite a 2% decline after the electric-car company reported its earnings on Tuesday, Tesla (ticker: TSLA) shares rose 6.8% from $643.38, closing the week at $687.20.</p>\n<p>The results were better than expected, with the company setting new records for operating profit and bottom-line income, so that news may have helped the stock even if the positive reaction was delayed.News&nbsp;from&nbsp;Ford Motor(F) may have helped Tesla stock even more.</p>\n<p>Wednesday evening, Ford raised its forecast for operating profits for the full year—a sign that the shortage of&nbsp;semiconductors&nbsp;that constrained global auto production in the first half of 2021 is abating.</p>\n<p>But that was all last week’s news, and Tesla shares were up another 3% on Monday. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were down 0.2% and 0.3%, respectively.</p>\n<p>Investors may be feeling bullish about&nbsp;China’s electric-vehicle&nbsp;market.NIO(NIO),XPeng(XPEV) and&nbsp;Li Auto(LI) all reported their&nbsp;July&nbsp;deliveries recently. All were at about 8,000 units for the month, but XPeng and Li reported records, NIO was just short of its monthly record.</p>\n<p>Those numbers are another sign that Chinese EV demand is hot. And China is the world’s largest market for new cars.</p>\n<p>XPeng shares were up 7.1% on Monday, while Li stock rose 0.9%. NIO shares were up 2.6%.</p>\n<p>Optimism about Tesla’s driver-assistance software might also be adding to the rally. Tesla recently released new versions of its autonomous-driving software. Now, videos are popping up on&nbsp;Twitter(TWTR) and YouTube showing Tesla vehicles driving themselves successfully.</p>\n<p>The videos, of course, are only a sampling. And Tesla’s software still requires drivers to be engaged at all times. True self-driving cars are still down the road.</p>\n<p>Tesla stock closed 2020 at $705.67. At current levels of around $710, the shares are up about 2% year to date. Closing above $700 would be a good sign for the stock. Shares haven’t closed above $700 since May, when investors were worrying about the chip shortage and the pace of growth in China’s EV industry.</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>Tesla Stock Is Rallying Again. Thank China.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Rallying Again. Thank China.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-ev-china-li-xpeng-nio-51627923717?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The likeliest reason is developments in China.\nShares have been on a tear. Last week, despite a 2% ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ev-china-li-xpeng-nio-51627923717?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ev-china-li-xpeng-nio-51627923717?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177462457","content_text":"Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The likeliest reason is developments in China.\nShares have been on a tear. Last week, despite a 2% decline after the electric-car company reported its earnings on Tuesday, Tesla (ticker: TSLA) shares rose 6.8% from $643.38, closing the week at $687.20.\nThe results were better than expected, with the company setting new records for operating profit and bottom-line income, so that news may have helped the stock even if the positive reaction was delayed.News from Ford Motor(F) may have helped Tesla stock even more.\nWednesday evening, Ford raised its forecast for operating profits for the full year—a sign that the shortage of semiconductors that constrained global auto production in the first half of 2021 is abating.\nBut that was all last week’s news, and Tesla shares were up another 3% on Monday. The S&P 500 and Dow Jones Industrial Average were down 0.2% and 0.3%, respectively.\nInvestors may be feeling bullish about China’s electric-vehicle market.NIO(NIO),XPeng(XPEV) and Li Auto(LI) all reported their July deliveries recently. All were at about 8,000 units for the month, but XPeng and Li reported records, NIO was just short of its monthly record.\nThose numbers are another sign that Chinese EV demand is hot. And China is the world’s largest market for new cars.\nXPeng shares were up 7.1% on Monday, while Li stock rose 0.9%. NIO shares were up 2.6%.\nOptimism about Tesla’s driver-assistance software might also be adding to the rally. Tesla recently released new versions of its autonomous-driving software. Now, videos are popping up on Twitter(TWTR) and YouTube showing Tesla vehicles driving themselves successfully.\nThe videos, of course, are only a sampling. And Tesla’s software still requires drivers to be engaged at all times. True self-driving cars are still down the road.\nTesla stock closed 2020 at $705.67. At current levels of around $710, the shares are up about 2% year to date. Closing above $700 would be a good sign for the stock. Shares haven’t closed above $700 since May, when investors were worrying about the chip shortage and the pace of growth in China’s EV industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804363020,"gmtCreate":1627925060860,"gmtModify":1703498038354,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Good stocks to consider","listText":"Good stocks to consider","text":"Good stocks to consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804363020","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","kind":"news","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</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\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达","V":"Visa","SNPS":"新思科技","CTAS":"信达思","MA":"万事达","INTU":"财捷","TWTR":"Twitter"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804332977,"gmtCreate":1627920868499,"gmtModify":1703498002849,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"All 8 stocks have good potential to grow&nbsp;","listText":"All 8 stocks have good potential to grow&nbsp;","text":"All 8 stocks have good potential to grow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804332977","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","kind":"news","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</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\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达","V":"Visa","SNPS":"新思科技","CTAS":"信达思","MA":"万事达","INTU":"财捷","TWTR":"Twitter"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804339730,"gmtCreate":1627920542920,"gmtModify":1703497996211,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Facebook. Period.","listText":"Facebook. Period.","text":"Facebook. Period.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804339730","repostId":"2156161791","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801359499,"gmtCreate":1627484026011,"gmtModify":1703490937749,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"AMD aggressive growth","listText":"AMD aggressive growth","text":"AMD aggressive growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801359499","repostId":"1148922985","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800792177,"gmtCreate":1627316860199,"gmtModify":1703487573164,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800792177","repostId":"1117559759","repostType":2,"repost":{"id":"1117559759","kind":"news","pubTimestamp":1627311202,"share":"https://ttm.financial/m/news/1117559759?lang=&edition=fundamental","pubTime":"2021-07-26 22:53","market":"us","language":"en","title":"My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1117559759","media":"seekingalpha","summary":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Nvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.</li>\n <li>Nvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.</li>\n <li>Nvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.</li>\n <li>Split or no split, Nvidia has 28% upside.</li>\n <li>I lay out my post-split plan to buy Nvidia at certain key levels.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4a1c53ba379b52dcd7584cb55a0b11a\" tg-width=\"1536\" tg-height=\"1053\" width=\"100%\" height=\"auto\"><span>David Becker/Getty Images News</span></p>\n<p>Nvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.</p>\n<p><b>Nvidia’s stock split</b></p>\n<p>Nvidia’s&nbsp;4:1 stock split&nbsp;has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.</p>\n<p>Companies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).</p>\n<p><b>What's in store for Nvidia next month?</b></p>\n<p>Nvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an&nbsp;84% bump&nbsp;year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.</p>\n<p>Nvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.</p>\n<p>Data centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84bb9f6f3dbca0c67e817a34367aec0a\" tg-width=\"1280\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>(Source:Nvidia)</span></p>\n<p>What will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM &amp; Other” revenues and based on firm guidance are projected to be $400M in Q2’22.</p>\n<p>Revenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.</p>\n<p>What I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de5873a468c24b27b0d713a6ea87bb15\" tg-width=\"1269\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>(Source: Nvidia)</span></p>\n<p><b>How I am playing Nvidia post-split</b></p>\n<p>First of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.</p>\n<p>Second, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fb926c9a11e4347aa2edda6d667850e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Nvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd1f8abb27427dd6dd83b3d2871eec59\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Other considerations/risks</b></p>\n<p>The market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&amp;P 500 can continue under the condition that revenue growth doesn’t slow.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd43492fdb8928db4f32cc35dd5a154c\" tg-width=\"1267\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>(Source: Tradingview)</span></p>\n<p>High valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.</p>\n<p><b>Final thoughts</b></p>\n<p>Nvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.</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>My Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings</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\">\nMy Nvidia Post-Split Investment Plan: Buying Every Dip Before Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4441260-nvidia-stock-nvda-post-split-investment-plan-buying-every-dip-before-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117559759","content_text":"Summary\n\nNvidia is poised to post impressive revenue growth and gross margins next month as GeForce RTX GPU sales likely boomed.\nNvidia’s gross margins (non-GAAP) may grow to 70% by next year due to strong gaming revenue momentum.\nNvidia’s commentary on China’s cryptocurrency crackdown and how it affects CMP sales will allow for a better modeling of revenues going forward.\nSplit or no split, Nvidia has 28% upside.\nI lay out my post-split plan to buy Nvidia at certain key levels.\n\nDavid Becker/Getty Images News\nNvidia (NVDA) executed a 4:1 stock split last week Tuesday. While stock splits don’t change a firm’s valuation, Nvidia may initiate a new upleg as earnings next month are likely going to be impressive. My stock price target for Nvidia, adjusted for the stock split, is $250. Nvidia also faces a couple of tests and you should watch out for these key levels before buying.\nNvidia’s stock split\nNvidia’s 4:1 stock split has made the stock look cheaper but the fundamentals or the valuation of the firm have not changed. If you bought 100 shares of Nvidia at $800 pre-split, you now own 400 shares with a cost base of $200… the total value of an investment position is unaffected by Nvidia’s stock split, in both cases it is $80,000.\nCompanies execute stock splits to make their shares look more affordable and increase liquidity in the market. Nvidia, post-split, has the same market value as before, $485B, only the number of shares outstanding has increased by the factor of four. While there is no evidence that stock splits produce higher returns post-split, the fact that the stock, at least on paper, looks more affordable could lead to increased buying of Nvidia. My stock price target before the split was $1,000 (Nvidia: A $1,000 Stock Price Is Not As Crazy As It Sounds), which calculates to an adjusted stock price target of $250 post-split (28% upside).\nWhat's in store for Nvidia next month?\nNvidia is set to open its books for the second quarter on August 18, 2021 and the semiconductor firm is likely going to report impressive revenue growth for Q2’22. Nvidia's total Q1'22 revenues got an 84% bump year-over-year and increased at a 13%-rate Q/Q. Nvidia’s gaming revenues increased at an average annual rate of 22% since FY 2017 while its data center revenues soared 86% annually over the same time period, predominantly because of Nvidia’s Mellanox acquisition in 2020 which considerably expanded Nvidia’s presence in the high performance and data center computing markets.\nNvidia gets the bulk of its revenues from gaming and data centers. Gaming center revenues increased 11% Q/Q to $2.76B in Q1’22 and revenues will likely have grown at a similar rate in Q2’22 due to strength in the gaming market and accelerating customer uptake of the GeForce RTX 30 Series GPU. The RTX 30 Series has been industry-defining by making \"ray tracing\" the new standard for game developers. Ray tracing is a graphics rendering method that allows for the realistic modeling of light effects in computer games. Strong sales in GeForce RTX 30 Series GPU sales could result in a 10-12% Q/Q revenue bump for Q2'22.\nData centers, which generate the second biggest pile of revenues for Nvidia, saw growth slowing down in Q1'22 and I am looking forward to hearing an update from Nvidia's management about the prospects for the data center business for the rest of the year. I expect Nvidia to report mid-single-digit revenue growth in data centers for Q2'22 and, hopefully, an update about the Arm acquisition.\n(Source:Nvidia)\nWhat will be interesting to see in next month’s earnings report is how the Chinese cryptocurrency crackdown is impacting Nvidia’s cryptocurrency mining processor/CMP business for the rest of the year, which Nvidia is building from scratch. Soaring cryptocurrency prices in the first quarter have led to a surge in demand for CMPs, a business that is set to contribute up to $1.5B in revenues in FY 2022 (my current estimates are for ‘low-case’ CMP revenues of $1.0B and ‘high-case’ revenues of $1.5B). CMP revenues are included in Nvidia’s “OEM & Other” revenues and based on firm guidance are projected to be $400M in Q2’22.\nRevenues unrelated to gaming and data centers for Q2’22 - Professional Visualization, Auto, and OEM/Other - are likely going to exceed $1.0B and could reach up to $1.2B depending on how strong demand for CMPs was in Q2’22. Since reduced mining difficulty as a result of falling cryptocurrency prices has made mining more profitable, Nvidia should head into the second half of the year with some CMP revenue tailwinds providing support.\nWhat I am really looking forward to in Nvidia’s Q2 report are Nvidia’s margins. Gross margins - a key figure for semiconductor firms - have trended up strongly, in part because of Nvidia’s Mellanox acquisition which has made a positive contribution to segment performance. I believe Nvidia can grow its gross margins (non-GAAP) to 70% by the start of next year, largely because of continued momentum in the gaming business which gives Nvidia significant pricing power. Nvidia’s guidance for Q2’22 non-GAAP margins was 66.5 percent, plus or minus 50 basis points and actual margins will likely come in at the top of guidance.\n(Source: Nvidia)\nHow I am playing Nvidia post-split\nFirst of all, I am buying the post-split dips (if there are any!). The price of a stock may run-up before a stock split and drop afterwards as traders take profits. This may or may not be the case here. Nvidia’s closing market price on Friday was $195, equivalent to a $780 pre-split price, and the pre-split high of $835 (equivalent to a post-split price of $209) is in striking distance... it only takes a 7% increase in Nvidia's price from here to make new highs.\nSecond, I am taking a close look at Nvidia’s 50-day and 200-day moving averages to determine critical support levels. I am ready to buy every dip below a key support level as Nvidia’s upcoming earnings report could be enough of a catalyst to push Nvidia to new highs. The first support level is just below $179 (50-day moving average) which is also where the stock bottomed before the last reversal. If Nvidia's stock dips below $180 before earnings, I am ready to buy just at this level. If the 50-day moving average breaks, the next key support level is $147 (200-day moving average), a level I don't believe Nvidia's stock will fall down to. But if that's the case, then Nvidia would be considered a 'Strong Buy' just below $147.\nData by YCharts\nNvidia is not cheap... and that’s for a reason. Estimates call for 50% Y/Y revenues growth this year and Nvidia might even see an acceleration in its top line growth next year. Nvidia trades at a P-E ratio of 45 which may be considered low given the revenue growth Nvidia offers...\nData by YCharts\nOther considerations/risks\nThe market tends to reward good performance and because of a 5-year stretch of impressive business results, Nvidia trades at a high earnings multiplier factor. Nvidia’s outperformance relative to the S&P 500 can continue under the condition that revenue growth doesn’t slow.\n(Source: Tradingview)\nHigh valuations for growth stocks are normal, but they also come with some risks. If Nvidia’s revenue growth slows and gross margins flatten out or decline, Nvidia may be ripe for a revaluation in which case the risk profile skews to the downside. Declining gross margins, next to a slowdown in revenue growth, are the two biggest risks for Nvidia's stock. A rejection of Nvidia's Arm acquisition and an outright ban of cryptocurrencies are other risks to watch out for. Given the rising rate of institutional adoption outside China, the risk of a crypto ban is quite low.\nFinal thoughts\nNvidia experiences broad-based strength in its businesses and should see moderate to strong revenue growth in each segment for Q2'22, led by gaming and GeForce RTX GPU sales. Gross margins are going to see a Q/Q improve based on gaming market strength and guidance for Q3’22 could put Nvidia’s non-GAAP gross margin very close to 70%. Key support levels to watch out for and buy the dip are $179 and $147.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800796818,"gmtCreate":1627316798234,"gmtModify":1703487571355,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800796818","repostId":"2154965734","repostType":2,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800798881,"gmtCreate":1627316692843,"gmtModify":1703487570367,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800798881","repostId":"1150818931","repostType":2,"repost":{"id":"1150818931","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":1627309255,"share":"https://ttm.financial/m/news/1150818931?lang=&edition=fundamental","pubTime":"2021-07-26 22:20","market":"us","language":"en","title":"EV stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150818931","media":"Tiger Newspress","summary":"EV stocks surged in Monday morning trading.Lucid Motors spikes 12%,Xpeng Motors and Li Auto jumped 4","content":"<p>EV stocks surged in Monday morning trading.Lucid Motors spikes&nbsp;12%,Xpeng Motors and Li Auto&nbsp;jumped&nbsp;4%,Tesla&nbsp;and&nbsp;Nio&nbsp;rose&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/68b40eae8375c009ccfbb5d7183d05ce\" tg-width=\"354\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></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>EV stocks surged in Monday morning trading</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\">\nEV stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-26 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Monday morning trading.Lucid Motors spikes&nbsp;12%,Xpeng Motors and Li Auto&nbsp;jumped&nbsp;4%,Tesla&nbsp;and&nbsp;Nio&nbsp;rose&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/68b40eae8375c009ccfbb5d7183d05ce\" tg-width=\"354\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","LCID":"Lucid Group Inc","FSR":"菲斯克","XPEV":"小鹏汽车","NKLA":"Nikola Corporation","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150818931","content_text":"EV stocks surged in Monday morning trading.Lucid Motors spikes 12%,Xpeng Motors and Li Auto jumped 4%,Tesla and Nio rose 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174950532,"gmtCreate":1627060941126,"gmtModify":1703483641376,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Baba drop back to low peak today again, excited or disappointed?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Baba drop back to low peak today again, excited or disappointed?&nbsp;","text":"$Alibaba(BABA)$Baba drop back to low peak today again, excited or disappointed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174950532","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143320057,"gmtCreate":1625762313579,"gmtModify":1703748157896,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Do you think tmr will drop more?","listText":"Do you think tmr will drop more?","text":"Do you think tmr will drop more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143320057","repostId":"1162204971","repostType":4,"repost":{"id":"1162204971","kind":"news","pubTimestamp":1625752171,"share":"https://ttm.financial/m/news/1162204971?lang=&edition=fundamental","pubTime":"2021-07-08 21:49","market":"us","language":"en","title":"Why is the stock market down today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162204971","media":"seekingalpha","summary":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, ","content":"<ul>\n <li>Wall Street is seeing the kind of market slump thats's been rare this summer.</li>\n <li>The S&amp;P(SP500)&nbsp;-1.3%, Nasdaq(COMP.IND)&nbsp;-1.5%&nbsp;and Dow Jones(DJI)&nbsp;-1.2%&nbsp;are all sharply lower.</li>\n <li>The S&amp;P has finished down more than 1% just once since the start of June.</li>\n <li>A big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.</li>\n <li>They are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT)&nbsp;down 3 basis points to 1.29% and touching levels last seen in February.</li>\n <li>The consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"</li>\n <li>One theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.</li>\n <li>Mixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.</li>\n <li>\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"</li>\n <li>\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.</li>\n <li>China's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.</li>\n <li>Another explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.</li>\n <li>A&nbsp;similar situation happened in late 2018 and the Fed ultimately reversed policy.</li>\n <li>But Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.</li>\n <li>\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.</li>\n <li>\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.</li>\n <li>\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why is the stock market down today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy is the stock market down today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down ...</p>\n\n<a href=\"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162204971","content_text":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down more than 1% just once since the start of June.\nA big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.\nThey are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT) down 3 basis points to 1.29% and touching levels last seen in February.\nThe consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"\nOne theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.\nMixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.\n\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"\n\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.\nChina's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.\nAnother explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.\nA similar situation happened in late 2018 and the Fed ultimately reversed policy.\nBut Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.\n\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.\n\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.\n\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143386464,"gmtCreate":1625761024158,"gmtModify":1703748137777,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"I not sure to be excited or worry. But either one, I am glad, trend of&nbsp;opportunity.&nbsp;","listText":"I not sure to be excited or worry. But either one, I am glad, trend of&nbsp;opportunity.&nbsp;","text":"I not sure to be excited or worry. But either one, I am glad, trend of opportunity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/143386464","repostId":"1162204971","repostType":4,"repost":{"id":"1162204971","kind":"news","pubTimestamp":1625752171,"share":"https://ttm.financial/m/news/1162204971?lang=&edition=fundamental","pubTime":"2021-07-08 21:49","market":"us","language":"en","title":"Why is the stock market down today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162204971","media":"seekingalpha","summary":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, ","content":"<ul>\n <li>Wall Street is seeing the kind of market slump thats's been rare this summer.</li>\n <li>The S&amp;P(SP500)&nbsp;-1.3%, Nasdaq(COMP.IND)&nbsp;-1.5%&nbsp;and Dow Jones(DJI)&nbsp;-1.2%&nbsp;are all sharply lower.</li>\n <li>The S&amp;P has finished down more than 1% just once since the start of June.</li>\n <li>A big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.</li>\n <li>They are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT)&nbsp;down 3 basis points to 1.29% and touching levels last seen in February.</li>\n <li>The consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"</li>\n <li>One theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.</li>\n <li>Mixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.</li>\n <li>\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"</li>\n <li>\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.</li>\n <li>China's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.</li>\n <li>Another explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.</li>\n <li>A&nbsp;similar situation happened in late 2018 and the Fed ultimately reversed policy.</li>\n <li>But Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.</li>\n <li>\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.</li>\n <li>\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.</li>\n <li>\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why is the stock market down today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy is the stock market down today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down ...</p>\n\n<a href=\"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162204971","content_text":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down more than 1% just once since the start of June.\nA big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.\nThey are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT) down 3 basis points to 1.29% and touching levels last seen in February.\nThe consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"\nOne theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.\nMixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.\n\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"\n\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.\nChina's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.\nAnother explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.\nA similar situation happened in late 2018 and the Fed ultimately reversed policy.\nBut Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.\n\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.\n\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.\n\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576392087442592","authorId":"3576392087442592","name":"Kairis","avatar":"https://static.tigerbbs.com/f15e2afa937398a43fe1ae56c9d9d507","crmLevel":5,"crmLevelSwitch":0,"idStr":"3576392087442592","authorIdStr":"3576392087442592"},"content":"I would say it's a good opportunity cos it seems like some stocks are recovering already","text":"I would say it's a good opportunity cos it seems like some stocks are recovering already","html":"I would say it's a good opportunity cos it seems like some stocks are recovering already"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":804363020,"gmtCreate":1627925060860,"gmtModify":1703498038354,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Good stocks to consider","listText":"Good stocks to consider","text":"Good stocks to consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/804363020","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","kind":"news","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</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\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达","V":"Visa","SNPS":"新思科技","CTAS":"信达思","MA":"万事达","INTU":"财捷","TWTR":"Twitter"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833038645,"gmtCreate":1629188395387,"gmtModify":1676529959030,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Getting more listed vaccine companies&nbsp;","listText":"Getting more listed vaccine companies&nbsp;","text":"Getting more listed vaccine companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/833038645","repostId":"2160791292","repostType":4,"repost":{"id":"2160791292","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1629190740,"share":"https://ttm.financial/m/news/2160791292?lang=&edition=fundamental","pubTime":"2021-08-17 16:59","market":"hk","language":"en","title":"U.S. to recommend COVID booster for most people 8 months after vaccination: report","url":"https://stock-news.laohu8.com/highlight/detail?id=2160791292","media":"Dow Jones","summary":"Effort could ramp up as soon as mid-September, New York Times reports.\n\nThe Biden administration is ","content":"<blockquote>\n Effort could ramp up as soon as mid-September, New York Times reports.\n</blockquote>\n<p>The Biden administration is set to announce that most vaccinated Americans should get a COVID-19 booster shot eight months after being fully vaccinated, the New York Times reported Monday night.</p>\n<p>An official announcement is expected later the week, the Times said, and the first booster could be administered to nursing-home residents and health-care workers as soon as mid-September.</p>\n<p>The Times reported that the move comes amid increased worries over the spread of the delta variant, and Israeli studies that suggest protection by the vaccine -- particularly the <a href=\"https://laohu8.com/S/AONE.U\">one</a> from Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> -- weakens over time.</p>\n<p>That a booster will be needed is not a big surprise. Health-care experts have long maintained that COVID-19 booster shots would be necessary at some point. On Sunday, Dr. Francis Collins, the director of the National Institutes of Health, said boosters would likely be needed sooner rather than later.</p>\n<p>\"There is a concern that the vaccine may start to wane in its effectiveness,\" Collins said Sunday, according to the Associated Press. \"And delta is a nasty one for us to try to deal with. The combination of those two means we may need boosters, maybe beginning first with health-care providers, as well as people in nursing homes, and then gradually moving forward\" with others.</p>\n<p>Earlier Monday, Pfizer and BioNTech submitted initial data to the Food and Drug Administration to support authorization for a third dose of their vaccine. The companies said studies show antibody responses from people who received three shots were stronger than those who had received two, including against the delta variant.</p>\n<p>Dr. Anthony Fauci, the White House's top pandemic adviser, said Sunday that whenever a booster is authorized, \"we will be absolutely prepared to do that very quickly.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. to recommend COVID booster for most people 8 months after vaccination: report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. to recommend COVID booster for most people 8 months after vaccination: report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-08-17 16:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n Effort could ramp up as soon as mid-September, New York Times reports.\n</blockquote>\n<p>The Biden administration is set to announce that most vaccinated Americans should get a COVID-19 booster shot eight months after being fully vaccinated, the New York Times reported Monday night.</p>\n<p>An official announcement is expected later the week, the Times said, and the first booster could be administered to nursing-home residents and health-care workers as soon as mid-September.</p>\n<p>The Times reported that the move comes amid increased worries over the spread of the delta variant, and Israeli studies that suggest protection by the vaccine -- particularly the <a href=\"https://laohu8.com/S/AONE.U\">one</a> from Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> and BioNTech <a href=\"https://laohu8.com/S/BNTX\">$(BNTX)$</a> -- weakens over time.</p>\n<p>That a booster will be needed is not a big surprise. Health-care experts have long maintained that COVID-19 booster shots would be necessary at some point. On Sunday, Dr. Francis Collins, the director of the National Institutes of Health, said boosters would likely be needed sooner rather than later.</p>\n<p>\"There is a concern that the vaccine may start to wane in its effectiveness,\" Collins said Sunday, according to the Associated Press. \"And delta is a nasty one for us to try to deal with. The combination of those two means we may need boosters, maybe beginning first with health-care providers, as well as people in nursing homes, and then gradually moving forward\" with others.</p>\n<p>Earlier Monday, Pfizer and BioNTech submitted initial data to the Food and Drug Administration to support authorization for a third dose of their vaccine. The companies said studies show antibody responses from people who received three shots were stronger than those who had received two, including against the delta variant.</p>\n<p>Dr. Anthony Fauci, the White House's top pandemic adviser, said Sunday that whenever a booster is authorized, \"we will be absolutely prepared to do that very quickly.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","BNTX":"BioNTech SE","SPY":"标普500ETF","PFE":"辉瑞",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160791292","content_text":"Effort could ramp up as soon as mid-September, New York Times reports.\n\nThe Biden administration is set to announce that most vaccinated Americans should get a COVID-19 booster shot eight months after being fully vaccinated, the New York Times reported Monday night.\nAn official announcement is expected later the week, the Times said, and the first booster could be administered to nursing-home residents and health-care workers as soon as mid-September.\nThe Times reported that the move comes amid increased worries over the spread of the delta variant, and Israeli studies that suggest protection by the vaccine -- particularly the one from Pfizer $(PFE)$ and BioNTech $(BNTX)$ -- weakens over time.\nThat a booster will be needed is not a big surprise. Health-care experts have long maintained that COVID-19 booster shots would be necessary at some point. On Sunday, Dr. Francis Collins, the director of the National Institutes of Health, said boosters would likely be needed sooner rather than later.\n\"There is a concern that the vaccine may start to wane in its effectiveness,\" Collins said Sunday, according to the Associated Press. \"And delta is a nasty one for us to try to deal with. The combination of those two means we may need boosters, maybe beginning first with health-care providers, as well as people in nursing homes, and then gradually moving forward\" with others.\nEarlier Monday, Pfizer and BioNTech submitted initial data to the Food and Drug Administration to support authorization for a third dose of their vaccine. The companies said studies show antibody responses from people who received three shots were stronger than those who had received two, including against the delta variant.\nDr. Anthony Fauci, the White House's top pandemic adviser, said Sunday that whenever a booster is authorized, \"we will be absolutely prepared to do that very quickly.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143386464,"gmtCreate":1625761024158,"gmtModify":1703748137777,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"I not sure to be excited or worry. But either one, I am glad, trend of&nbsp;opportunity.&nbsp;","listText":"I not sure to be excited or worry. But either one, I am glad, trend of&nbsp;opportunity.&nbsp;","text":"I not sure to be excited or worry. But either one, I am glad, trend of opportunity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/143386464","repostId":"1162204971","repostType":4,"repost":{"id":"1162204971","kind":"news","pubTimestamp":1625752171,"share":"https://ttm.financial/m/news/1162204971?lang=&edition=fundamental","pubTime":"2021-07-08 21:49","market":"us","language":"en","title":"Why is the stock market down today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162204971","media":"seekingalpha","summary":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, ","content":"<ul>\n <li>Wall Street is seeing the kind of market slump thats's been rare this summer.</li>\n <li>The S&amp;P(SP500)&nbsp;-1.3%, Nasdaq(COMP.IND)&nbsp;-1.5%&nbsp;and Dow Jones(DJI)&nbsp;-1.2%&nbsp;are all sharply lower.</li>\n <li>The S&amp;P has finished down more than 1% just once since the start of June.</li>\n <li>A big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.</li>\n <li>They are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT)&nbsp;down 3 basis points to 1.29% and touching levels last seen in February.</li>\n <li>The consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"</li>\n <li>One theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.</li>\n <li>Mixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.</li>\n <li>\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"</li>\n <li>\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.</li>\n <li>China's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.</li>\n <li>Another explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.</li>\n <li>A&nbsp;similar situation happened in late 2018 and the Fed ultimately reversed policy.</li>\n <li>But Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.</li>\n <li>\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.</li>\n <li>\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.</li>\n <li>\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why is the stock market down today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy is the stock market down today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down ...</p>\n\n<a href=\"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162204971","content_text":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down more than 1% just once since the start of June.\nA big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.\nThey are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT) down 3 basis points to 1.29% and touching levels last seen in February.\nThe consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"\nOne theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.\nMixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.\n\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"\n\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.\nChina's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.\nAnother explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.\nA similar situation happened in late 2018 and the Fed ultimately reversed policy.\nBut Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.\n\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.\n\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.\n\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576392087442592","authorId":"3576392087442592","name":"Kairis","avatar":"https://static.tigerbbs.com/f15e2afa937398a43fe1ae56c9d9d507","crmLevel":5,"crmLevelSwitch":0,"idStr":"3576392087442592","authorIdStr":"3576392087442592"},"content":"I would say it's a good opportunity cos it seems like some stocks are recovering already","text":"I would say it's a good opportunity cos it seems like some stocks are recovering already","html":"I would say it's a good opportunity cos it seems like some stocks are recovering already"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143320057,"gmtCreate":1625762313579,"gmtModify":1703748157896,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Do you think tmr will drop more?","listText":"Do you think tmr will drop more?","text":"Do you think tmr will drop more?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/143320057","repostId":"1162204971","repostType":4,"repost":{"id":"1162204971","kind":"news","pubTimestamp":1625752171,"share":"https://ttm.financial/m/news/1162204971?lang=&edition=fundamental","pubTime":"2021-07-08 21:49","market":"us","language":"en","title":"Why is the stock market down today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162204971","media":"seekingalpha","summary":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, ","content":"<ul>\n <li>Wall Street is seeing the kind of market slump thats's been rare this summer.</li>\n <li>The S&amp;P(SP500)&nbsp;-1.3%, Nasdaq(COMP.IND)&nbsp;-1.5%&nbsp;and Dow Jones(DJI)&nbsp;-1.2%&nbsp;are all sharply lower.</li>\n <li>The S&amp;P has finished down more than 1% just once since the start of June.</li>\n <li>A big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.</li>\n <li>They are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT)&nbsp;down 3 basis points to 1.29% and touching levels last seen in February.</li>\n <li>The consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"</li>\n <li>One theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.</li>\n <li>Mixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.</li>\n <li>\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"</li>\n <li>\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.</li>\n <li>China's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.</li>\n <li>Another explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.</li>\n <li>A&nbsp;similar situation happened in late 2018 and the Fed ultimately reversed policy.</li>\n <li>But Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.</li>\n <li>\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.</li>\n <li>\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.</li>\n <li>\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why is the stock market down today?</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy is the stock market down today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down ...</p>\n\n<a href=\"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/news/3713636-why-is-the-stock-market-down-today","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1162204971","content_text":"Wall Street is seeing the kind of market slump thats's been rare this summer.\nThe S&P(SP500) -1.3%, Nasdaq(COMP.IND) -1.5% and Dow Jones(DJI) -1.2% are all sharply lower.\nThe S&P has finished down more than 1% just once since the start of June.\nA big factor in what stocks are reacting to is the quick plunge in Treasury yields, with the curve flattening.\nThey are down again this morning, although off lows, with the 10-year Traesury yield(NYSEARCA:TBT)(NASDAQ:TLT) down 3 basis points to 1.29% and touching levels last seen in February.\nThe consensus from Wall Street has been for higher yields, with the median forecast at 1.75% for the end of 2021. That's catching a lot of traders who are short bonds flat-footed in what is known as a \"pain trade.\"\nOne theory for the decline in yields is that investors areworried about economic growth arriving weaker than expected, especially withincreasing COVID Delta variant cases, which would hurt value and cyclical stocks.\nMixed economic data, especially a bigger-than-expected drop in the ISM services index this week, added to the downward momentum on yields.\n\"The market is sort of taking a deep breath,\" said Subadra Rajappa, head of U.S. rates strategy at Société Générale. \"Are those optimistic forecasts (for economic growth and inflation) actually achievable?\"\n\"The (stock) market is great, the question is where's the leadership, what wins the market, because the market still wants to go up and to the right,\" Credit Suisse equity strategist Jonathan Golub said on Bloomberg.\nChina's regulatory actions are also causing market jitters after its crackdown on DiDi. Chinese companies are slumping early andMorgan Stanley says Tesla will likley feel effects as well.\nAnother explation for the yield tumble is that that traders think the Fed is making a mistake in pulling ahead rate hike expectations, which could stifle the recovery.\nA similar situation happened in late 2018 and the Fed ultimately reversed policy.\nBut Jemore Schneider, PIMCO head of short-term portfolio management, told Bloomberg the rate trend is still up, which would bode well for recovery stocks.\n\"We are of the bias that this is a steepening trend propeled by higher growth over that medium term,\" Schneider said.\n\"It all comes down to inflation expectations, and if those expectations are quenched by a more responsive Fed\" that would push asset tapering into the spotlight \"then you can actually see a rally on the back of the curve,\" he added.\n\"But ultimately over time this is a growth story, a recovery story that will lead to higher rates.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836356323,"gmtCreate":1629458870462,"gmtModify":1676530047612,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Get ready, I hope baba won’t get fines again, otherwise drop even more.&nbsp;","listText":"Get ready, I hope baba won’t get fines again, otherwise drop even more.&nbsp;","text":"Get ready, I hope baba won’t get fines again, otherwise drop even more.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836356323","repostId":"1172431375","repostType":4,"repost":{"id":"1172431375","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":1629447053,"share":"https://ttm.financial/m/news/1172431375?lang=&edition=fundamental","pubTime":"2021-08-20 16:10","market":"us","language":"en","title":"Some China concepts stocks sink in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1172431375","media":"Tiger Newspress","summary":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting ou","content":"<p>(Aug 20)&nbsp;Some China concepts stocks sink&nbsp;in morning trading.</p>\n<p>China has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.</p>\n<p>The legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.</p>\n<p>Details of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></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>Some China concepts stocks sink in morning trading</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\">\nSome China concepts stocks sink in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-20 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Aug 20)&nbsp;Some China concepts stocks sink&nbsp;in morning trading.</p>\n<p>China has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.</p>\n<p>The legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.</p>\n<p>Details of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.</p>\n<p><img src=\"https://static.tigerbbs.com/ed268d42ce40d8a2b2bce492d8506bad\" tg-width=\"272\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172431375","content_text":"(Aug 20) Some China concepts stocks sink in morning trading.\nChina has passed legislation setting out tougher rules for how companies handle user data, a move pushing forward its campaign to curb big tech’s influence.\nThe legislature of the Asian nation approved the Personal Information Protection Law, the China Central Televisionsaidin a report on Friday morning.\nDetails of the new legislation were not immediately released but earlier drafts required firms to get user consent to collect, use and share information, and to provide a way for them to opt out. Companies found breaking the rules could face fines of up to 50 million yuan ($7.7 million) or 5% of their annual revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804583717,"gmtCreate":1627964263139,"gmtModify":1703498737057,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Fan of Tesla&nbsp;","listText":"Fan of Tesla&nbsp;","text":"Fan of Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804583717","repostId":"1177462457","repostType":4,"repost":{"id":"1177462457","kind":"news","pubTimestamp":1627962300,"share":"https://ttm.financial/m/news/1177462457?lang=&edition=fundamental","pubTime":"2021-08-03 11:45","market":"us","language":"en","title":"Tesla Stock Is Rallying Again. Thank China.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177462457","media":"Barrons","summary":"Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The","content":"<p>Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The likeliest reason is developments in China.</p>\n<p>Shares have been on a tear. Last week, despite a 2% decline after the electric-car company reported its earnings on Tuesday, Tesla (ticker: TSLA) shares rose 6.8% from $643.38, closing the week at $687.20.</p>\n<p>The results were better than expected, with the company setting new records for operating profit and bottom-line income, so that news may have helped the stock even if the positive reaction was delayed.News&nbsp;from&nbsp;Ford Motor(F) may have helped Tesla stock even more.</p>\n<p>Wednesday evening, Ford raised its forecast for operating profits for the full year—a sign that the shortage of&nbsp;semiconductors&nbsp;that constrained global auto production in the first half of 2021 is abating.</p>\n<p>But that was all last week’s news, and Tesla shares were up another 3% on Monday. The&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;were down 0.2% and 0.3%, respectively.</p>\n<p>Investors may be feeling bullish about&nbsp;China’s electric-vehicle&nbsp;market.NIO(NIO),XPeng(XPEV) and&nbsp;Li Auto(LI) all reported their&nbsp;July&nbsp;deliveries recently. All were at about 8,000 units for the month, but XPeng and Li reported records, NIO was just short of its monthly record.</p>\n<p>Those numbers are another sign that Chinese EV demand is hot. And China is the world’s largest market for new cars.</p>\n<p>XPeng shares were up 7.1% on Monday, while Li stock rose 0.9%. NIO shares were up 2.6%.</p>\n<p>Optimism about Tesla’s driver-assistance software might also be adding to the rally. Tesla recently released new versions of its autonomous-driving software. Now, videos are popping up on&nbsp;Twitter(TWTR) and YouTube showing Tesla vehicles driving themselves successfully.</p>\n<p>The videos, of course, are only a sampling. And Tesla’s software still requires drivers to be engaged at all times. True self-driving cars are still down the road.</p>\n<p>Tesla stock closed 2020 at $705.67. At current levels of around $710, the shares are up about 2% year to date. Closing above $700 would be a good sign for the stock. Shares haven’t closed above $700 since May, when investors were worrying about the chip shortage and the pace of growth in China’s EV industry.</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>Tesla Stock Is Rallying Again. Thank China.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Rallying Again. Thank China.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-ev-china-li-xpeng-nio-51627923717?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The likeliest reason is developments in China.\nShares have been on a tear. Last week, despite a 2% ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ev-china-li-xpeng-nio-51627923717?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ev-china-li-xpeng-nio-51627923717?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177462457","content_text":"Tesla stock looks like it is breaking out, with a hefty gain despite a lack of substantial news. The likeliest reason is developments in China.\nShares have been on a tear. Last week, despite a 2% decline after the electric-car company reported its earnings on Tuesday, Tesla (ticker: TSLA) shares rose 6.8% from $643.38, closing the week at $687.20.\nThe results were better than expected, with the company setting new records for operating profit and bottom-line income, so that news may have helped the stock even if the positive reaction was delayed.News from Ford Motor(F) may have helped Tesla stock even more.\nWednesday evening, Ford raised its forecast for operating profits for the full year—a sign that the shortage of semiconductors that constrained global auto production in the first half of 2021 is abating.\nBut that was all last week’s news, and Tesla shares were up another 3% on Monday. The S&P 500 and Dow Jones Industrial Average were down 0.2% and 0.3%, respectively.\nInvestors may be feeling bullish about China’s electric-vehicle market.NIO(NIO),XPeng(XPEV) and Li Auto(LI) all reported their July deliveries recently. All were at about 8,000 units for the month, but XPeng and Li reported records, NIO was just short of its monthly record.\nThose numbers are another sign that Chinese EV demand is hot. And China is the world’s largest market for new cars.\nXPeng shares were up 7.1% on Monday, while Li stock rose 0.9%. NIO shares were up 2.6%.\nOptimism about Tesla’s driver-assistance software might also be adding to the rally. Tesla recently released new versions of its autonomous-driving software. Now, videos are popping up on Twitter(TWTR) and YouTube showing Tesla vehicles driving themselves successfully.\nThe videos, of course, are only a sampling. And Tesla’s software still requires drivers to be engaged at all times. True self-driving cars are still down the road.\nTesla stock closed 2020 at $705.67. At current levels of around $710, the shares are up about 2% year to date. Closing above $700 would be a good sign for the stock. Shares haven’t closed above $700 since May, when investors were worrying about the chip shortage and the pace of growth in China’s EV industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801359499,"gmtCreate":1627484026011,"gmtModify":1703490937749,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"AMD aggressive growth","listText":"AMD aggressive growth","text":"AMD aggressive growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801359499","repostId":"1148922985","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804332977,"gmtCreate":1627920868499,"gmtModify":1703498002849,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"All 8 stocks have good potential to grow&nbsp;","listText":"All 8 stocks have good potential to grow&nbsp;","text":"All 8 stocks have good potential to grow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804332977","repostId":"1172320411","repostType":4,"repost":{"id":"1172320411","kind":"news","pubTimestamp":1627907414,"share":"https://ttm.financial/m/news/1172320411?lang=&edition=fundamental","pubTime":"2021-08-02 20:30","market":"us","language":"en","title":"August Is Actually A Great Month If You Own These 8 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1172320411","media":"investors","summary":"August is feared as $one$ of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.Eight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia,IBD Long-Term Leader$Microsoft$ and$Twitter$, are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.All these stocks not only topped the S&P 500 in August in each of the past five years.","content":"<p>August is feared as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the worst months for the S&amp;P 500 — and for good reason. But investorsstill find ways to make big money.</p>\n<p>Eight stocks inthe S&amp;P 500, mostly tech and communications services firms like<b>Nvidia</b>(NVDA),IBD Long-Term Leader<b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b>(MSFT) and<b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>(TWTR), are complete standouts in the S&amp;P 500 in August, says an Investor's Business Daily analysis of data from S&amp;P Global Market Intelligence andMarketSmith.</p>\n<p>All these stocks not only topped the S&amp;P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.</p>\n<p>And that qualifies as a good August — which for most people ranks among the very worst months of the year.</p>\n<p><b>August Is Usually Tough For The S&amp;P 500</b></p>\n<p>Going back to 1950, the S&amp;P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.</p>\n<p>Andunderperformance in Augustisn't a fluke. It can sometimes come in dead last.</p>\n<p>\"August is the worst ... S&amp;P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"</p>\n<p>More recently, though, August spared S&amp;P 500 investors some of the pain.</p>\n<p>Last August, for instance, the S&amp;P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&amp;P 500 slipped 1.8%.</p>\n<p>But not all S&amp;P 500 stocks suffer in August.</p>\n<p><b>Technology Is The S&amp;P 500 Place To Be In August</b></p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&amp;P 500 sector routinely skates through August. Andit's technology.</p>\n<p>The Technology <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR (XLK) is the only sector out of the 11 that topped the S&amp;P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&amp;P 50o only rose 1.6% on average in August going back to 2016.</p>\n<p>And it's not just the overall S&amp;P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&amp;P 500 stocks in Augusthail from the tech sector.</p>\n<p>Take the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&amp;P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.</p>\n<p>Analysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?</p>\n<p>Another big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.</p>\n<p><b>Get Ready For August S&amp;P 500 Surprises</b></p>\n<p>August is only starting, and already investors are coming off some surprises. Expect more.</p>\n<p>Take <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.</p>\n<p>So, yes, August isn't usually great for the S&amp;P 500. But you can still find winners if you pick your spots in this tricky month.</p>\n<p><b>Top S&amp;P 500 Stocks In August</b></p>\n<p><i>All topped the index in each August for at least past five years</i></p>\n<p><img src=\"https://static.tigerbbs.com/3a7a31319541a52991d1b6112a83e82a\" tg-width=\"741\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","source":"lsy1610449120050","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>August Is Actually A Great Month If You Own These 8 Stocks</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\">\nAugust Is Actually A Great Month If You Own These 8 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","NVDA":"英伟达","V":"Visa","SNPS":"新思科技","CTAS":"信达思","MA":"万事达","INTU":"财捷","TWTR":"Twitter"},"source_url":"https://www.investors.com/etfs-and-funds/sectors/sp500-august-is-actually-a-great-month-if-you-own-these-8-stocks/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172320411","content_text":"August is feared as one of the worst months for the S&P 500 — and for good reason. But investorsstill find ways to make big money.\nEight stocks inthe S&P 500, mostly tech and communications services firms likeNvidia(NVDA),IBD Long-Term LeaderMicrosoft(MSFT) andTwitter(TWTR), are complete standouts in the S&P 500 in August, says an Investor's Business Daily analysis of data from S&P Global Market Intelligence andMarketSmith.\nAll these stocks not only topped the S&P 500 in August in each of the past five years. They also all posted average gains in the month of 4% or more.\nAnd that qualifies as a good August — which for most people ranks among the very worst months of the year.\nAugust Is Usually Tough For The S&P 500\nGoing back to 1950, the S&P 500 slipped 0.2% in August on average, says Stock Trader's Almanac. That ranks August as the eleventh-worst month of the year for the index.\nAndunderperformance in Augustisn't a fluke. It can sometimes come in dead last.\n\"August is the worst ... S&P 500 month during 1988 through 2020,\" says Stock Trader's Almanac. \"In post-election years since 1950, August is still ranked no higher than #11 while average performance slips deeper into negative territory.\"\nMore recently, though, August spared S&P 500 investors some of the pain.\nLast August, for instance, the S&P 500 vaulted 7% higher during the month. It was at that time investors began to anticipate the reopening of the economy. But in just the prior August of 2019, the S&P 500 slipped 1.8%.\nBut not all S&P 500 stocks suffer in August.\nTechnology Is The S&P 500 Place To Be In August\nJust one S&P 500 sector routinely skates through August. Andit's technology.\nThe Technology Select Sector SPDR (XLK) is the only sector out of the 11 that topped the S&P 500 in each of the past five years. And during August the past five years, the tech sector gained 4.2% on average. That's a particularly strong showing if you consider the S&P 50o only rose 1.6% on average in August going back to 2016.\nAnd it's not just the overall S&P 500 tech sector that outperforms in August. Drilling down into the individual tech stock winners tells the same story. Six out of the eight top performing S&P 500 stocks in Augusthail from the tech sector.\nTake the No. 1 performer in the month: high-end computer chip maker Nvidia. It topped the S&P 500 during August in each of the past five years. But it's also put up an average gain in the month of 10.3%. All eyes are on whether Nvidia can pull it off again. Shares are already up nearly 50% this year.\nAnalysts are looking for the company in August to report 53% lower adjusted second-quarter profit of $1.02 share. But Nvidia has a knack at overdelivering. Profit in the first-quarter topped expectations by more than 350%.Should you buy Nvidia stock now?\nAnother big tech winner in August isMicrosoft. The software giant's shares pushed 4.3% higher in August, on average, the past five years.\nGet Ready For August S&P 500 Surprises\nAugust is only starting, and already investors are coming off some surprises. Expect more.\nTake Twitter for instance. It, too, is a strong August performer. It's risen more than 8.5% in August, on average, in the past five years. Shares are already up 28.6% this year. Why? The communications firm reported, in July, a profit of 20 cents a share. That demolished expectations by more than 185%. That ranks as one of thetop surprises in an already robust second-quarter profit reporting season.\nSo, yes, August isn't usually great for the S&P 500. But you can still find winners if you pick your spots in this tricky month.\nTop S&P 500 Stocks In August\nAll topped the index in each August for at least past five years","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804339730,"gmtCreate":1627920542920,"gmtModify":1703497996211,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Facebook. Period.","listText":"Facebook. Period.","text":"Facebook. Period.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804339730","repostId":"2156161791","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800798881,"gmtCreate":1627316692843,"gmtModify":1703487570367,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800798881","repostId":"1150818931","repostType":2,"repost":{"id":"1150818931","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":1627309255,"share":"https://ttm.financial/m/news/1150818931?lang=&edition=fundamental","pubTime":"2021-07-26 22:20","market":"us","language":"en","title":"EV stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1150818931","media":"Tiger Newspress","summary":"EV stocks surged in Monday morning trading.Lucid Motors spikes 12%,Xpeng Motors and Li Auto jumped 4","content":"<p>EV stocks surged in Monday morning trading.Lucid Motors spikes&nbsp;12%,Xpeng Motors and Li Auto&nbsp;jumped&nbsp;4%,Tesla&nbsp;and&nbsp;Nio&nbsp;rose&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/68b40eae8375c009ccfbb5d7183d05ce\" tg-width=\"354\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></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>EV stocks surged in Monday morning trading</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\">\nEV stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-26 22:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Monday morning trading.Lucid Motors spikes&nbsp;12%,Xpeng Motors and Li Auto&nbsp;jumped&nbsp;4%,Tesla&nbsp;and&nbsp;Nio&nbsp;rose&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/68b40eae8375c009ccfbb5d7183d05ce\" tg-width=\"354\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来","LCID":"Lucid Group Inc","FSR":"菲斯克","XPEV":"小鹏汽车","NKLA":"Nikola Corporation","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150818931","content_text":"EV stocks surged in Monday morning trading.Lucid Motors spikes 12%,Xpeng Motors and Li Auto jumped 4%,Tesla and Nio rose 2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174950532,"gmtCreate":1627060941126,"gmtModify":1703483641376,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Baba drop back to low peak today again, excited or disappointed?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>Baba drop back to low peak today again, excited or disappointed?&nbsp;","text":"$Alibaba(BABA)$Baba drop back to low peak today again, excited or disappointed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174950532","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899678120,"gmtCreate":1628183701760,"gmtModify":1703502801869,"author":{"id":"3584400759245641","authorId":"3584400759245641","name":"PixieDust","avatar":"https://static.tigerbbs.com/59dcdc28449d88aef56c7a64c79c9056","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584400759245641","authorIdStr":"3584400759245641"},"themes":[],"htmlText":"Not expecting growth from baba this year","listText":"Not expecting growth from baba this year","text":"Not expecting growth from baba this year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899678120","repostId":"2157345336","repostType":2,"repost":{"id":"2157345336","kind":"news","pubTimestamp":1628178845,"share":"https://ttm.financial/m/news/2157345336?lang=&edition=fundamental","pubTime":"2021-08-05 23:54","market":"us","language":"zh","title":"深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】","url":"https://stock-news.laohu8.com/highlight/detail?id=2157345336","media":"文香思媒","summary":"收入结构方面，依然保持以中国零售商业为主的业务收入结构。FY22Q1经调整EBITA为456亿，同比下滑11%，经调整EBITA Margin为25.3%，同比减少13","content":"<html><body><article><p><strong>投资观点及相关数据详询：冯翠婷/苏燕妮</strong></p><p><strong>（suyanni@tfzq.com）</strong></p><p>前期报告回顾</p><p>阿里FY2022Q1业绩快评及电话会纪要【天风互联网传媒】</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>：LBS业务推进板块治理模式，关注反击节奏与成效【天风互联网传媒】深度点评|阿里巴巴：面向长期坚定战略投入，短期重点关注市占率淡化利润率【天风互联网传媒】</p><p><strong>摘 要</strong></p><p><strong>收入稳步增长，加大<span>股票回购</span>力度彰显长期信心</strong></p><p>公司于8月3日披露FY2022Q1（6月底季度）业绩，本季度阿里巴巴实现营收2057.40亿元，同比增长34%，略低于彭博一致预期1.7PCT，运营利润为308.47亿元，同比下降11%，经调整归母<span>净利润</span>434.41亿元，同比增长10%，高于彭博一致预期11.9PCT。前期管理层已声明将把2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资于新业务和关键战略领域，以增加消费者的消费份额，并进入新的潜在市场，本期财报表现也初步兑现了利润降速增长这一预期。此次业绩会上管理层维持FY2022年的指引：收入同比增速30%+、服务10亿中国零售消费者（目前9.1亿）。另外，此次公司提升股票回购比例由100亿美金至150亿美金（近1000亿元人民币），为中国企业史上最大<span>回购</span>，彰显公司对长期发展充满信心。</p><p><strong>战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值</strong></p><p>阿里战略投资业务包括淘特、社区团购、本地生活、Lazada、菜鸟网络等，开发多业务APP矩阵目的在于为消费者与商家提供差异化的价值，并提升用户粘性和购买频率。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近，持续高额投入下也可见阿里取得阶段性成绩：1）定位于追求极致性价比的APP淘特本季度活跃买家人数达到1.9亿人，环比新增4000万（上季度环比新增为2700万），淘特独立拉新效果明显；2）闲鱼APP MAU超过1亿；3）本地生活业务饿了么订单数量同比增长50%（因补贴冲抵收入，该业务本季度收入同比增速为23%）；4）社区团购业务GMV环比增长超过200%；5）菜鸟受益于跨境业务发展，本期收入增长50%；6）Lazada订单增长达到90%。多项战略业务促成阿里系产品消费人群的进一步提升，本季度全球年度活跃消费者达11.80亿（环比+4500万），其中中国市场消费者达9.12亿（环比+2200万），受益于产品间信息共用、相互导流，新增用户可以阿里生态内不同业务间切换、消费，用户的平台粘性及ARPU的价值将得以体现。</p><p><strong>核心业务稳健运行，电商、云计算仍具领先优势</strong></p><p>阿里核心电商及云计算业务本期稳健运行：1）电商CRM收入本期收入增速14%，略低于社零中实物商品网上零售额Q2同比19%的增速，但阿里最为最大GMV体量电商平台仍然是大盘的主要影响者；2）云计算业务（并入钉钉收入）本期收入同比增长29%，剔除单一大客户影响后增速约为40%，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。</p><p><strong>政策风险弱化，生态开放或给阿里带来流量机遇</strong></p><p>互联网数据安全及反垄断监管系长期趋势，阿里在率先接受大额罚单后，相较其他互联网平台公司压力已经明显降低，管理层也强调将根据数据监管要求规范数据使用、不以补贴推动业务的增长，同时，未来平台间将实现互联互通、生态开放，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>等或为阿里提供增量的流量机会。</p><p><strong>投资建议：</strong>我们预期FY2022-FY2024收入分别为9135亿元/11050亿元/13269亿元，同比增长27.4.0%/21.0%/20.1%；考虑到投资、税收增加，我们预计预期FY2022-FY2024调整后归属股东净利润（Non-GAAP）分别为1777亿元/1802亿元/2092亿元，分别同比变化-0.7%/1.4%/16.1%。2021年8月4日美股收盘价对应FY2022-FY2024年PE分别为20.0/19.7/17.0倍，维持“买入”评级，给予目标价285美元。</p><p><strong>风险提示：</strong>电商行业竞争加剧；新零售业务进展不及预期；云计算业务增速恢复不及预期；公司利润增长不及预期；其他监管风险。</p><p>目录</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235452883v19763yet3jv4vs\"/><p>正文</p><p><strong>1. 总体财务情况：收入稳步增长，加大股票回购力度彰显长期信心</strong></p><p><strong>1.1. 总收入</strong></p><p>FY22Q1（对应CY21Q2）总收入是RMB2057.40亿元，同比增长34%，低于市场预期1.7%，增长主要来自国内零售商业业务（其中包括自2020年10月开始合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>）、菜鸟物流服务和跨境及全球零售商业业务。若不考虑合并高鑫零售的影响，收入为RMB1873.06亿元，同比增长22%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235456298v197aoocxat3hbi\"/><p>收入结构方面，阿里收入主要来源于商业业务、云计算业务、数字媒体及服务娱乐、创新业务及其他这四方面业务。商业业务仍然是收入主要来源，FY22Q1（对应CY21Q2）的商业业务收入占总收入87.6%，比上一季度略有增加，但同以往季度类似，都维持在85%-89%的占比。云计算业务、数字媒体及娱乐服务的收入占比有小幅度下降，分别从上一季度8.9%/4.3%下降到本季度7.8%/3.9%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235458200v197w8rd2f0x91m\"/><p><strong>1.2. 毛利率</strong></p><p>本季度为39.7%，比去年同期下降5.3个百分点，环比上一季度提升6.6个百分点。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2WYn6XjpxFmVycl0fZPONvVn3k0goU4yr8Kib9UwF9NZ9JhNXUtDBOlbw/640?wx_fmt=png\"/><p><strong>1.3. 运营利润</strong></p><p>本季度运营利润为RMB308.47亿元，同比下降11%，运营利润率15.0%，较去年同期下降7.58个百分点。同比下降主要是由于对社区商业平台、淘特、本地生活服务及Lazada等策略领域的投资，对闲鱼及淘宝直播等国内零售市场中增长业务的投资和对商家的支持政策。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235519583v197bt4n35f51uv\"/><p><strong>1.4. 经调整归属股东净利润（Non-GAAP）</strong></p><p>本季度经调整归属股东净利润为RMB434.41亿元，同比增长10%，环比增加53.0%，高于彭博一致预期11.9%；经调整归属股东净<span>利率</span>为21.1%，比去年同期下滑5.3个百分点，比上一季度下滑12.3个百分点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235525481v197l0273c8kis8\"/><p><strong>1.5. 现金、<span>现金等价物</span>及短期投资余额</strong></p><p>截至21年6月31日为RMB4708.24亿元，环比下降0.59%；主要由于投资和收购活动所用的现金流量RMB121.86亿元及<span>股份回购</span>所用的RMB71.34亿元，以及收购非全资子公司的额外股权所用的RMB43.04亿元，部分被经营活动产生的<span>自由现金流</span>RMB206.83亿元所抵消。</p><p><strong>1.6. 股票回购</strong></p><p>截止2021年4月1日直至2021年8月3日，公司以36.80亿美元回购了约1810万股美国存托股（约14,450万股普通股）。此外公司董事会于2021年8月2日授权公司的股票回购计划总额由100亿美元增至150亿美元，有效期至2022年底。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235527138v197zmjv4w6pzoc\"/><p><strong>2. 分业务点评</strong></p><p><strong>2.1. 核心商业业务：战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值</strong></p><p><strong>2.1.1. 核心商业业务概况</strong></p><p>FY22Q1收入为RMB1802.41亿元，同比增长35%，占总收入的87%。商业的收入主要来自中国零售市场、高鑫零售、盒马、1688.com、Lazada、速卖通、Alibaba.com、菜鸟物流服务及本地生活服务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235528173v1972e5d2cq0mg1\"/><p>收入结构方面，依然保持以中国零售商业为主的业务收入结构。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235528745v197kwxnhkc3v7i\"/><p>FY22Q1经调整EBITA为456亿，同比下滑11%，经调整EBITA Margin为25.3%，同比减少13.1PCT。剔除战略性业务投入对EBITA的影响后，本期EBITA为595亿元，同比增长5.5%，EBITA Margin为33%，同比减少4.5%。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2WKcMxNsLicic9xbF8vjjbsNUMTJCJ7ibpJyGZGxtjKrhVyknic5NgicgwqLA/640?wx_fmt=png\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235550270v197ljs0jg4dp88\"/><p><strong>2.1.2. 中国-零售</strong></p><p>本季度收入为RMB1358.06亿元，同比增长34%，占总收入的66%；客户管理收入同比增长14%；主要由于中国零售市场线上实物商品GMV的增长，反映了包括推荐信息流在内的新变现模式的收入增长及搜索变现单次点击平均单价的上升。其中淘特用户数量的快速增长，截止2021年6月30日止12个月，年度活跃消费者达1.9亿。闲鱼月活跃消费者增长超1亿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235601704v197h7gukxeu4tk\"/><p>阿里巴巴全球年度活跃消费者达11.80亿，环比增加4500万，其中中国市场消费者达9.12亿，包括8.28亿中国零售市场年度活跃消费者，以及主要来自本地生活服务、数字媒体及娱乐和盒马的新增去重年度活跃消费者。中国零售市场年度活跃消费者达到8.28亿，+11.59%YoY，+2.10%QoQ，较截至2021年3月31日止12个月，增加1700万（vs.较截至2020年6月30日止12个月增加8600万元）。</p><p>中国零售平台移动MAU达到9.39亿，+7.44%YoY，+1.51%QoQ，较2021年3月增加1400万（vs.较2020年6月增加6500万元）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235603850v197vq45ulq65oq\"/><p><strong>2.1.3. 中国-批发</strong></p><p>本季度收入为RMB39.24亿元，同比增长13%，占总收入的2%；主要由于1688.com平台付费会员的平均收入的上升和付费会员数量的增加。</p><p><strong>2.1.4. 国际-零售</strong></p><p>本季度收入为RMB108.00亿元，同比增长54%，占总收入的5%；主要由于Lazada和速卖通业务的收入增长。Lazada在东南亚市场订单增速维持近90%增长，其中越南和印尼同比增速均超过100%。</p><p><strong>2.1.5. 国际-批发</strong></p><p>本季度收入为RMB44.02亿元，同比增长37%，占总收入的2%；主要由于Alibaba.com付费会员数量的增加和付费会员的平均收入的上升。</p><p><strong>2.1.6. 菜鸟</strong></p><p>本季度收入为RMB116.01亿元，同比增长50%，占总收入的6%；主要由于快速发展的跨境及全球零售商业业务所带来的已履约的订单量的增长。</p><p><strong>2.1.7. 本地生活服务</strong></p><p>本季度收入为RMB87.5亿元，同比增长50%，占总收入的4%；本地生活业务作为阿里战略性投资业务之一，饿了么在本季度的订单增长年度同比达50%，收入增速低于GMV增速主要由于平台补贴部分抵消收入。管理层同时在电话会上表示，将继续不遗余力地加强对饿了么的投入，增强非餐饮类到家消费的比重，并且继续不断提升运营效率。并且将本地生活业务从高德地图服务出发，延展至位置周边服务。目前消费者可以基于目的地位置，使用打车、加油、充电、酒店、景区票务等多种服务。</p><p>前期我们发布报告《阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效》，认为阿里在LBS业务继续推行板块治理模式，试图以更多的独立性为业务发展注入动能，整合地图+酒旅+本地生活业务将重振阿里巴巴本地生活业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235604579v197d3fz740a62p\"/><p><strong>2.2. 云计算：仍居行业领先地位，经调整后EBITA Margin增至2.1%</strong></p><p>本季度云计算收入同比增长29%至160.51亿元，占总收入的8%；增长主要来自互联网、金融服务和零售行业客户收入的增长，同比增速放缓主要原因是来自一位互联网行业的单一头部客户使收入下降，剔除单一大客户影响本期后增速约为40%，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2WZmWicDVI5zIneZQJXfRtOpEcdr08KoFJvSoM5BYd6vHfoUYQcaOb4iag/640?wx_fmt=png\"/><p>本季度云计算经调整EBITA为3亿，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，连续三个季度为正。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235615742v1979vj2v8w86ip\"/><p><strong>2.3. 数字媒体及娱乐：亏损大幅收窄</strong></p><p>本季度收入为RMB80.73亿元，同比增长15%，占总收入的4%；主要是由于优酷、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>和其他娱乐业务收入的增长。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235616747v197gl8e6nmfo7m\"/><p>本季度经调整EBITA为-4亿，经调整EBITA Margin为-5.2%，亏损较前期大幅收窄。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/m9f4c6W7QpdhIz7N0BzXx8YQYflBoe2Wdb5PSLvFINWibCPDkLFeIdP6bSTDmnLtUoicZ3zZAwY0DGFaKILF5zOA/640?wx_fmt=png\"/><p><strong>2.4. 创新业务</strong></p><p>包括高德地图、天猫精灵及其他创新业务等，其他收入亦包括<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>及其关联方收取的中小企业贷款年费；本季度收入为RMB13.75亿元，同比增长37%，占总收入的1%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235633459v1972izp6fz6apt\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235636139v197lpa06bfob1e\"/><p>注：文中报告节选自<a href=\"https://laohu8.com/S/601162\">天风证券</a>研究所已公开发布研究报告，具体报告内容及相关风险提示等详见完整版报告。</p><p>证券研究报告：《阿里巴巴：监管压力弱化，战略性业务推进提升消费份额》</p><p>对外发布时间：2021年8月5日</p><p>报告发布机构：天风证券股份有限公司（已获中国证监会许可的证券投资咨询业务资格）</p><p>本报告分析师 ：</p><p>文浩 SAC执业证书编号：S1110516050002</p><p>冯翠婷 SAC执业证书编号：S1110517090001</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235642063v197ty7lprytoq7\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235651639v1973etx34zy34h\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235652334v1978eidgla2lol\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210805235658120v197e0y17mq1haj\"/></article></body></html>","source":"tencent","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>深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】</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深度点评｜阿里巴巴：监管压力弱化，战略性业务推进提升消费份额【天风互联网传媒】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 23:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080523565979dd36bc&s=b><strong>文香思媒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资观点及相关数据详询：冯翠婷/苏燕妮（suyanni@tfzq.com）前期报告回顾阿里FY2022Q1业绩快评及电话会纪要【天风互联网传媒】阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效【天风互联网传媒】深度点评|阿里巴巴：面向长期坚定战略投入，短期重点关注市占率淡化利润率【天风互联网传媒】摘 要收入稳步增长，加大股票回购力度彰显长期信心公司于8月3日披露FY2022Q1（6月底季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080523565979dd36bc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"160636":"互联网","161025":"移动互联","09988":"阿里巴巴-W","01981":"华夏控股","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021080523565979dd36bc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2157345336","content_text":"投资观点及相关数据详询：冯翠婷/苏燕妮（suyanni@tfzq.com）前期报告回顾阿里FY2022Q1业绩快评及电话会纪要【天风互联网传媒】阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效【天风互联网传媒】深度点评|阿里巴巴：面向长期坚定战略投入，短期重点关注市占率淡化利润率【天风互联网传媒】摘 要收入稳步增长，加大股票回购力度彰显长期信心公司于8月3日披露FY2022Q1（6月底季度）业绩，本季度阿里巴巴实现营收2057.40亿元，同比增长34%，略低于彭博一致预期1.7PCT，运营利润为308.47亿元，同比下降11%，经调整归母净利润434.41亿元，同比增长10%，高于彭博一致预期11.9PCT。前期管理层已声明将把2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资于新业务和关键战略领域，以增加消费者的消费份额，并进入新的潜在市场，本期财报表现也初步兑现了利润降速增长这一预期。此次业绩会上管理层维持FY2022年的指引：收入同比增速30%+、服务10亿中国零售消费者（目前9.1亿）。另外，此次公司提升股票回购比例由100亿美金至150亿美金（近1000亿元人民币），为中国企业史上最大回购，彰显公司对长期发展充满信心。战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值阿里战略投资业务包括淘特、社区团购、本地生活、Lazada、菜鸟网络等，开发多业务APP矩阵目的在于为消费者与商家提供差异化的价值，并提升用户粘性和购买频率。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近，持续高额投入下也可见阿里取得阶段性成绩：1）定位于追求极致性价比的APP淘特本季度活跃买家人数达到1.9亿人，环比新增4000万（上季度环比新增为2700万），淘特独立拉新效果明显；2）闲鱼APP MAU超过1亿；3）本地生活业务饿了么订单数量同比增长50%（因补贴冲抵收入，该业务本季度收入同比增速为23%）；4）社区团购业务GMV环比增长超过200%；5）菜鸟受益于跨境业务发展，本期收入增长50%；6）Lazada订单增长达到90%。多项战略业务促成阿里系产品消费人群的进一步提升，本季度全球年度活跃消费者达11.80亿（环比+4500万），其中中国市场消费者达9.12亿（环比+2200万），受益于产品间信息共用、相互导流，新增用户可以阿里生态内不同业务间切换、消费，用户的平台粘性及ARPU的价值将得以体现。核心业务稳健运行，电商、云计算仍具领先优势阿里核心电商及云计算业务本期稳健运行：1）电商CRM收入本期收入增速14%，略低于社零中实物商品网上零售额Q2同比19%的增速，但阿里最为最大GMV体量电商平台仍然是大盘的主要影响者；2）云计算业务（并入钉钉收入）本期收入同比增长29%，剔除单一大客户影响后增速约为40%，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。政策风险弱化，生态开放或给阿里带来流量机遇互联网数据安全及反垄断监管系长期趋势，阿里在率先接受大额罚单后，相较其他互联网平台公司压力已经明显降低，管理层也强调将根据数据监管要求规范数据使用、不以补贴推动业务的增长，同时，未来平台间将实现互联互通、生态开放，腾讯、抖音等或为阿里提供增量的流量机会。投资建议：我们预期FY2022-FY2024收入分别为9135亿元/11050亿元/13269亿元，同比增长27.4.0%/21.0%/20.1%；考虑到投资、税收增加，我们预计预期FY2022-FY2024调整后归属股东净利润（Non-GAAP）分别为1777亿元/1802亿元/2092亿元，分别同比变化-0.7%/1.4%/16.1%。2021年8月4日美股收盘价对应FY2022-FY2024年PE分别为20.0/19.7/17.0倍，维持“买入”评级，给予目标价285美元。风险提示：电商行业竞争加剧；新零售业务进展不及预期；云计算业务增速恢复不及预期；公司利润增长不及预期；其他监管风险。目录正文1. 总体财务情况：收入稳步增长，加大股票回购力度彰显长期信心1.1. 总收入FY22Q1（对应CY21Q2）总收入是RMB2057.40亿元，同比增长34%，低于市场预期1.7%，增长主要来自国内零售商业业务（其中包括自2020年10月开始合并高鑫零售）、菜鸟物流服务和跨境及全球零售商业业务。若不考虑合并高鑫零售的影响，收入为RMB1873.06亿元，同比增长22%。收入结构方面，阿里收入主要来源于商业业务、云计算业务、数字媒体及服务娱乐、创新业务及其他这四方面业务。商业业务仍然是收入主要来源，FY22Q1（对应CY21Q2）的商业业务收入占总收入87.6%，比上一季度略有增加，但同以往季度类似，都维持在85%-89%的占比。云计算业务、数字媒体及娱乐服务的收入占比有小幅度下降，分别从上一季度8.9%/4.3%下降到本季度7.8%/3.9%。1.2. 毛利率本季度为39.7%，比去年同期下降5.3个百分点，环比上一季度提升6.6个百分点。1.3. 运营利润本季度运营利润为RMB308.47亿元，同比下降11%，运营利润率15.0%，较去年同期下降7.58个百分点。同比下降主要是由于对社区商业平台、淘特、本地生活服务及Lazada等策略领域的投资，对闲鱼及淘宝直播等国内零售市场中增长业务的投资和对商家的支持政策。1.4. 经调整归属股东净利润（Non-GAAP）本季度经调整归属股东净利润为RMB434.41亿元，同比增长10%，环比增加53.0%，高于彭博一致预期11.9%；经调整归属股东净利率为21.1%，比去年同期下滑5.3个百分点，比上一季度下滑12.3个百分点。1.5. 现金、现金等价物及短期投资余额截至21年6月31日为RMB4708.24亿元，环比下降0.59%；主要由于投资和收购活动所用的现金流量RMB121.86亿元及股份回购所用的RMB71.34亿元，以及收购非全资子公司的额外股权所用的RMB43.04亿元，部分被经营活动产生的自由现金流RMB206.83亿元所抵消。1.6. 股票回购截止2021年4月1日直至2021年8月3日，公司以36.80亿美元回购了约1810万股美国存托股（约14,450万股普通股）。此外公司董事会于2021年8月2日授权公司的股票回购计划总额由100亿美元增至150亿美元，有效期至2022年底。2. 分业务点评2.1. 核心商业业务：战略投资成果初现，阿里业务矩阵丰富多层次消费体验，提升用户价值2.1.1. 核心商业业务概况FY22Q1收入为RMB1802.41亿元，同比增长35%，占总收入的87%。商业的收入主要来自中国零售市场、高鑫零售、盒马、1688.com、Lazada、速卖通、Alibaba.com、菜鸟物流服务及本地生活服务。收入结构方面，依然保持以中国零售商业为主的业务收入结构。FY22Q1经调整EBITA为456亿，同比下滑11%，经调整EBITA Margin为25.3%，同比减少13.1PCT。剔除战略性业务投入对EBITA的影响后，本期EBITA为595亿元，同比增长5.5%，EBITA Margin为33%，同比减少4.5%。阿里本季度战略业务投入139亿元（EBITA亏损额），与上一季度136亿元相近。2.1.2. 中国-零售本季度收入为RMB1358.06亿元，同比增长34%，占总收入的66%；客户管理收入同比增长14%；主要由于中国零售市场线上实物商品GMV的增长，反映了包括推荐信息流在内的新变现模式的收入增长及搜索变现单次点击平均单价的上升。其中淘特用户数量的快速增长，截止2021年6月30日止12个月，年度活跃消费者达1.9亿。闲鱼月活跃消费者增长超1亿。阿里巴巴全球年度活跃消费者达11.80亿，环比增加4500万，其中中国市场消费者达9.12亿，包括8.28亿中国零售市场年度活跃消费者，以及主要来自本地生活服务、数字媒体及娱乐和盒马的新增去重年度活跃消费者。中国零售市场年度活跃消费者达到8.28亿，+11.59%YoY，+2.10%QoQ，较截至2021年3月31日止12个月，增加1700万（vs.较截至2020年6月30日止12个月增加8600万元）。中国零售平台移动MAU达到9.39亿，+7.44%YoY，+1.51%QoQ，较2021年3月增加1400万（vs.较2020年6月增加6500万元）。2.1.3. 中国-批发本季度收入为RMB39.24亿元，同比增长13%，占总收入的2%；主要由于1688.com平台付费会员的平均收入的上升和付费会员数量的增加。2.1.4. 国际-零售本季度收入为RMB108.00亿元，同比增长54%，占总收入的5%；主要由于Lazada和速卖通业务的收入增长。Lazada在东南亚市场订单增速维持近90%增长，其中越南和印尼同比增速均超过100%。2.1.5. 国际-批发本季度收入为RMB44.02亿元，同比增长37%，占总收入的2%；主要由于Alibaba.com付费会员数量的增加和付费会员的平均收入的上升。2.1.6. 菜鸟本季度收入为RMB116.01亿元，同比增长50%，占总收入的6%；主要由于快速发展的跨境及全球零售商业业务所带来的已履约的订单量的增长。2.1.7. 本地生活服务本季度收入为RMB87.5亿元，同比增长50%，占总收入的4%；本地生活业务作为阿里战略性投资业务之一，饿了么在本季度的订单增长年度同比达50%，收入增速低于GMV增速主要由于平台补贴部分抵消收入。管理层同时在电话会上表示，将继续不遗余力地加强对饿了么的投入，增强非餐饮类到家消费的比重，并且继续不断提升运营效率。并且将本地生活业务从高德地图服务出发，延展至位置周边服务。目前消费者可以基于目的地位置，使用打车、加油、充电、酒店、景区票务等多种服务。前期我们发布报告《阿里巴巴：LBS业务推进板块治理模式，关注反击节奏与成效》，认为阿里在LBS业务继续推行板块治理模式，试图以更多的独立性为业务发展注入动能，整合地图+酒旅+本地生活业务将重振阿里巴巴本地生活业务。2.2. 云计算：仍居行业领先地位，经调整后EBITA Margin增至2.1%本季度云计算收入同比增长29%至160.51亿元，占总收入的8%；增长主要来自互联网、金融服务和零售行业客户收入的增长，同比增速放缓主要原因是来自一位互联网行业的单一头部客户使收入下降，剔除单一大客户影响本期后增速约为40%，当下云计算面临单一大客户连续4个季度的收入影响，以及教育客户或收窄投入，但长期不改阿里云的竞争力，及云钉一体的广阔空间。本季度云计算经调整EBITA为3亿，经调整EBITA Margin为2.1%，较上一季度的1.8%继续提升0.3PCT，连续三个季度为正。2.3. 数字媒体及娱乐：亏损大幅收窄本季度收入为RMB80.73亿元，同比增长15%，占总收入的4%；主要是由于优酷、阿里影业和其他娱乐业务收入的增长。本季度经调整EBITA为-4亿，经调整EBITA Margin为-5.2%，亏损较前期大幅收窄。2.4. 创新业务包括高德地图、天猫精灵及其他创新业务等，其他收入亦包括蚂蚁集团及其关联方收取的中小企业贷款年费；本季度收入为RMB13.75亿元，同比增长37%，占总收入的1%。注：文中报告节选自天风证券研究所已公开发布研究报告，具体报告内容及相关风险提示等详见完整版报告。证券研究报告：《阿里巴巴：监管压力弱化，战略性业务推进提升消费份额》对外发布时间：2021年8月5日报告发布机构：天风证券股份有限公司（已获中国证监会许可的证券投资咨询业务资格）本报告分析师 ：文浩 SAC执业证书编号：S1110516050002冯翠婷 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