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2021-07-02

High risk. But high reward?

Why Young Adults Are Taking Big Risks On AMC And GameStop？

2021-07-02

CR land. Shall watch out for it.

The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks

2021-06-30

Nvidia

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2021-06-30

Both

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Shall watch out for it.&nbsp;","listText":"CR land. Shall watch out for it.&nbsp;","text":"CR land. Shall watch out for it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156141555","repostId":"1146835975","repostType":4,"repost":{"id":"1146835975","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=fundamental","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","SBAC":"SBA通信","01972":"太古地产","DRE":"杜克房地产","00960":"龙湖集团","AMT":"美国电塔","PLD":"安博"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156155420,"gmtCreate":1625205049860,"gmtModify":1703738333180,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087792880583740","idStr":"4087792880583740"},"themes":[],"htmlText":"High risk. But high reward?&nbsp;","listText":"High risk. But high reward?&nbsp;","text":"High risk. But high reward?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156155420","repostId":"1133090424","repostType":4,"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575141057639271","authorId":"3575141057639271","name":"Daveb","avatar":"https://static.tigerbbs.com/61df162e1597f1b5a6a6bfb13d7d92f5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575141057639271","idStr":"3575141057639271"},"content":"Lower risk than most stocks and so far in the last 6 months higher returns the 99% of all stocks. ???✊?","text":"Lower risk than most stocks and so far in the last 6 months higher returns the 99% of all stocks. ???✊?","html":"Lower risk than most stocks and so far in the last 6 months higher returns the 99% of all stocks. ???✊?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153715155,"gmtCreate":1625050440277,"gmtModify":1703734855987,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087792880583740","idStr":"4087792880583740"},"themes":[],"htmlText":"Nvidia","listText":"Nvidia","text":"Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153715155","repostId":"2147614258","repostType":4,"repost":{"id":"2147614258","pubTimestamp":1625038982,"share":"https://ttm.financial/m/news/2147614258?lang=&edition=fundamental","pubTime":"2021-06-30 15:43","market":"us","language":"en","title":"NVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2147614258","media":"Motley Fool","summary":"Investors looking to add a top chip stock to their portfolios will find a gem among these three companies.","content":"<p>The <b>PHLX Semiconductor Sector Index</b> has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components&nbsp;have been on fire.</p>\n<p>While <b>NVIDIA</b> (NASDAQ:NVDA) stock has roared higher on the back of a strong showing from its gaming and data center businesses, <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock price has failed to sustain its terrific momentum from 2020 and headed south. <b>Intel</b> (NASDAQ:INTC) stock, meanwhile, has pulled back over the past couple of months as its April quarterly report gave rise to a bunch of red flags.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9370f4910c316005dca44a55d295679\" tg-width=\"720\" tg-height=\"483\"><span>AMD data by YCharts</span></p>\n<p>Does this mean NVIDIA is the <a href=\"https://laohu8.com/S/AONE\">one</a> you should be buying? Or will AMD's and Intel's fortunes turn around in the second half of the year, making them potentially better buys than the richly valued NVIDIA? Let's find out.</p>\n<h2>NVIDIA: Benefitting from long-term growth catalysts</h2>\n<p>It is safe to say that NVIDIA is firing on all cylinders, as almost all the company's business segments registered eye-popping growth in the first quarter of fiscal 2022. Barring the automotive business, which saw a 1% revenue decline, the gaming, data center, professional visualization, and OEM (original equipment manufacturer) segments recorded varying degrees of impressive growth during the quarter.</p>\n<p>As a result, NVIDIA's total Q1 revenue jumped 84% year over year to $5.66 billion, while non-GAAP earnings more than doubled to $3.66 per share. The company's guidance was also a solid <a href=\"https://laohu8.com/S/AONE.U\">one</a>, with its estimated second-quarter revenue of $6.3 billion expected to increase nearly 63% year over year at the midpoint of its guidance range.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e52f3c866905316452fa461447bc7057\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<p>NVIDIA can sustain such high rates of growth beyond 2021 as the data center and gaming markets, which account for nearly&nbsp;85% of the total revenue, are sitting on long-term catalysts. The data center segment's revenue hit $2 billion for the first time last quarter, recording 79% growth over the year-ago period. NVIDIA credits the segment's outstanding growth to strong demand from hyperscale customers deploying its GPUs (graphics processing units) for artificial intelligence (AI) applications.</p>\n<p>NVIDIA says that its data center GPUs are \"deployed across all major hyperscale and cloud service providers globally and we see strengthening demand in the coming quarters.\" That's not surprising, as the demand for data center GPUs could grow at a compound annual growth rate (CAGR) of 42% through 2027, hitting $20.6 billion in revenue. NVIDIA is in a solid position to tap this opportunity, as it supplies its GPUs to the top cloud service providers and has been taking steps to diversify its revenue streams.</p>\n<p>Meanwhile, NVIDIA's 80%-plus market share of gaming graphics cards will be another big tailwind for the company. Its video gaming revenue more than doubled last quarter to $2.76 billion. Jon Peddie Research estimates&nbsp;that the market for discrete gaming GPUs could jump from $23.6 billion last year to more than $54 billion by 2025. NVIDIA's dominant market share means that it could win big from the additional revenue opportunity.</p>\n<h2>Advanced Micro Devices: Widening its gap over Intel</h2>\n<p>AMD stock's retreat on the market isn't justified, as the chipmaker's impressive financial growth has continued this year after a strong 2020. AMD is on track to record&nbsp;50% revenue growth in 2021, though it can do better as it was originally anticipating a 37% increase when the year began. The company's market share gains in the client and server CPU (central processing unit) markets, as well as the growing demand for graphics cards, have encouraged it to raise the guidance.</p>\n<p>However, AMD can finish the year on a much stronger note, as it recorded 93% year-over-year revenue growth in Q1 to $3.4 billion, which was ahead of the market's expectations. The company is pulling the right strings to ensure that it sustains its high levels of growth, such as consistently winning market share from Intel.</p>\n<p><a href=\"https://laohu8.com/S/BPOPM\">Popular</a> video game distribution platform Steam reports that AMD's share of the client CPU market has now exceeded&nbsp;30%, a massive improvement from three years ago when it held just over 16% of the market. AMD's gains have been driven by a superior manufacturing process based on a 7-nanometer manufacturing node, while Intel's competing chips are expected to be out later&nbsp;this year.</p>\n<p>But AMD seems all set to widen the gap over Chipzilla, as the former's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is working on smaller 5nm and 6nm nodes. Such a move is likely to give AMD's Ryzen CPUs another performance boost and ensure that they continue to sell like&nbsp;hotcakes.</p>\n<p>On the other hand, the massive increase in sales of gaming graphics cards, as discussed earlier, will also be a tailwind for AMD. That's because AMD plays second fiddle to NVIDIA in the GPU market, and the additional revenue opportunity over there could substantially add to its revenue in the long run. Throw in other catalysts such as the new console cycle that's giving AMD a significant lift, and it becomes easier to see why the company's fast growth is here to stay.</p>\n<h2>Intel: Trouble regaining its mojo</h2>\n<p>Unlike its rivals, Intel is in a rut. The chip giant has been unable to regain its mojo since losing its competitive edge. That was evident from Intel's Q1 results, as non-GAAP revenue of $18.6 billion was flat on a year-over-year basis. Gross margin shrank 6.1 percentage points year over year while operating margin fell 6.7 percentage points. As a result, Intel's net income was down 6% over the year-ago period.</p>\n<p>Things are about to get worse for Intel in the second quarter. Revenue and adjusted earnings are expected to drop 10% and 15% year over year, respectively, while full-year non-GAAP revenue is anticipated to drop 7% to $72.5 billion. So, Intel's poor financial performance and outlook put it behind the likes of NVIDIA and AMD, which are delivering irresistible growth. As such, growth-oriented investors may drop Chipzilla from their watchlist of stocks to buy.</p>\n<h2>The verdict</h2>\n<p>With Intel out of the race, investors looking to buy a fast-growing semiconductor stock can choose either NVIDIA or AMD. From a valuation standpoint, AMD looks like the better buy as it trades at 36 times trailing earnings, compared to NVIDIA's multiple of nearly 90 times. AMD's price-to-sales ratio of nine is also much lower than NVIDIA's multiple of nearly 25 times.</p>\n<p>Given that AMD's pace of growth was better than NVIDIA's in Q1 and is likely to keep up that momentum for the remainder of the year, it looks like a steal right now. AMD also looks like a better buy for those looking for a growth stock at a reasonable valuation. However, investors with a higher appetite for risk may also consider buying NVIDIA, as it can remain a top growth stock and justify its rich valuation by delivering terrific growth thanks to huge end-market opportunities.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA, AMD, or Intel: Which Is the Best Chip Stock to Buy Right Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 15:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The PHLX Semiconductor Sector Index has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/06/29/nvidia-amd-intel-which-is-best-chip-stock-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147614258","content_text":"The PHLX Semiconductor Sector Index has generated solid gains so far this year, despite the chip shortage and the sell-off in tech stocks earlier in 2021. However, not all of the index's components have been on fire.\nWhile NVIDIA (NASDAQ:NVDA) stock has roared higher on the back of a strong showing from its gaming and data center businesses, Advanced Micro Devices (NASDAQ:AMD) stock price has failed to sustain its terrific momentum from 2020 and headed south. Intel (NASDAQ:INTC) stock, meanwhile, has pulled back over the past couple of months as its April quarterly report gave rise to a bunch of red flags.\nAMD data by YCharts\nDoes this mean NVIDIA is the one you should be buying? Or will AMD's and Intel's fortunes turn around in the second half of the year, making them potentially better buys than the richly valued NVIDIA? Let's find out.\nNVIDIA: Benefitting from long-term growth catalysts\nIt is safe to say that NVIDIA is firing on all cylinders, as almost all the company's business segments registered eye-popping growth in the first quarter of fiscal 2022. Barring the automotive business, which saw a 1% revenue decline, the gaming, data center, professional visualization, and OEM (original equipment manufacturer) segments recorded varying degrees of impressive growth during the quarter.\nAs a result, NVIDIA's total Q1 revenue jumped 84% year over year to $5.66 billion, while non-GAAP earnings more than doubled to $3.66 per share. The company's guidance was also a solid one, with its estimated second-quarter revenue of $6.3 billion expected to increase nearly 63% year over year at the midpoint of its guidance range.\nImage source: Getty Images.\nNVIDIA can sustain such high rates of growth beyond 2021 as the data center and gaming markets, which account for nearly 85% of the total revenue, are sitting on long-term catalysts. The data center segment's revenue hit $2 billion for the first time last quarter, recording 79% growth over the year-ago period. NVIDIA credits the segment's outstanding growth to strong demand from hyperscale customers deploying its GPUs (graphics processing units) for artificial intelligence (AI) applications.\nNVIDIA says that its data center GPUs are \"deployed across all major hyperscale and cloud service providers globally and we see strengthening demand in the coming quarters.\" That's not surprising, as the demand for data center GPUs could grow at a compound annual growth rate (CAGR) of 42% through 2027, hitting $20.6 billion in revenue. NVIDIA is in a solid position to tap this opportunity, as it supplies its GPUs to the top cloud service providers and has been taking steps to diversify its revenue streams.\nMeanwhile, NVIDIA's 80%-plus market share of gaming graphics cards will be another big tailwind for the company. Its video gaming revenue more than doubled last quarter to $2.76 billion. Jon Peddie Research estimates that the market for discrete gaming GPUs could jump from $23.6 billion last year to more than $54 billion by 2025. NVIDIA's dominant market share means that it could win big from the additional revenue opportunity.\nAdvanced Micro Devices: Widening its gap over Intel\nAMD stock's retreat on the market isn't justified, as the chipmaker's impressive financial growth has continued this year after a strong 2020. AMD is on track to record 50% revenue growth in 2021, though it can do better as it was originally anticipating a 37% increase when the year began. The company's market share gains in the client and server CPU (central processing unit) markets, as well as the growing demand for graphics cards, have encouraged it to raise the guidance.\nHowever, AMD can finish the year on a much stronger note, as it recorded 93% year-over-year revenue growth in Q1 to $3.4 billion, which was ahead of the market's expectations. The company is pulling the right strings to ensure that it sustains its high levels of growth, such as consistently winning market share from Intel.\nPopular video game distribution platform Steam reports that AMD's share of the client CPU market has now exceeded 30%, a massive improvement from three years ago when it held just over 16% of the market. AMD's gains have been driven by a superior manufacturing process based on a 7-nanometer manufacturing node, while Intel's competing chips are expected to be out later this year.\nBut AMD seems all set to widen the gap over Chipzilla, as the former's foundry partner Taiwan Semiconductor Manufacturing is working on smaller 5nm and 6nm nodes. Such a move is likely to give AMD's Ryzen CPUs another performance boost and ensure that they continue to sell like hotcakes.\nOn the other hand, the massive increase in sales of gaming graphics cards, as discussed earlier, will also be a tailwind for AMD. That's because AMD plays second fiddle to NVIDIA in the GPU market, and the additional revenue opportunity over there could substantially add to its revenue in the long run. Throw in other catalysts such as the new console cycle that's giving AMD a significant lift, and it becomes easier to see why the company's fast growth is here to stay.\nIntel: Trouble regaining its mojo\nUnlike its rivals, Intel is in a rut. The chip giant has been unable to regain its mojo since losing its competitive edge. That was evident from Intel's Q1 results, as non-GAAP revenue of $18.6 billion was flat on a year-over-year basis. Gross margin shrank 6.1 percentage points year over year while operating margin fell 6.7 percentage points. As a result, Intel's net income was down 6% over the year-ago period.\nThings are about to get worse for Intel in the second quarter. Revenue and adjusted earnings are expected to drop 10% and 15% year over year, respectively, while full-year non-GAAP revenue is anticipated to drop 7% to $72.5 billion. So, Intel's poor financial performance and outlook put it behind the likes of NVIDIA and AMD, which are delivering irresistible growth. As such, growth-oriented investors may drop Chipzilla from their watchlist of stocks to buy.\nThe verdict\nWith Intel out of the race, investors looking to buy a fast-growing semiconductor stock can choose either NVIDIA or AMD. From a valuation standpoint, AMD looks like the better buy as it trades at 36 times trailing earnings, compared to NVIDIA's multiple of nearly 90 times. AMD's price-to-sales ratio of nine is also much lower than NVIDIA's multiple of nearly 25 times.\nGiven that AMD's pace of growth was better than NVIDIA's in Q1 and is likely to keep up that momentum for the remainder of the year, it looks like a steal right now. AMD also looks like a better buy for those looking for a growth stock at a reasonable valuation. However, investors with a higher appetite for risk may also consider buying NVIDIA, as it can remain a top growth stock and justify its rich valuation by delivering terrific growth thanks to huge end-market opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153715952,"gmtCreate":1625050415876,"gmtModify":1703734855824,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087792880583740","idStr":"4087792880583740"},"themes":[],"htmlText":"Both&nbsp;","listText":"Both&nbsp;","text":"Both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153715952","repostId":"2147614258","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":156155420,"gmtCreate":1625205049860,"gmtModify":1703738333180,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087792880583740","authorIdStr":"4087792880583740"},"themes":[],"htmlText":"High risk. But high reward?&nbsp;","listText":"High risk. But high reward?&nbsp;","text":"High risk. But high reward?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156155420","repostId":"1133090424","repostType":4,"repost":{"id":"1133090424","pubTimestamp":1625195955,"share":"https://ttm.financial/m/news/1133090424?lang=&edition=fundamental","pubTime":"2021-07-02 11:19","market":"us","language":"en","title":"Why Young Adults Are Taking Big Risks On AMC And GameStop？","url":"https://stock-news.laohu8.com/highlight/detail?id=1133090424","media":"Benzinga","summary":"Young traders entered the stock market in droves in the past year, many betting on popular meme stoc","content":"<p>Young traders entered the stock market in droves in the past year, many betting on popular meme stocks like&nbsp;<b>GameStop Corp.</b>&nbsp;and&nbsp;<b>AMC Entertainment Holdings Inc</b>&nbsp;.</p>\n<p>These two financially challenged and relatively low-rated stocks are far from safe, blue-chip investments, and a new study by the University of Sydney School of Economics sheds some light on why young traders are willing to make such big bets on a pair of extremely risky stocks.</p>\n<p><b>YOLO Trading:</b>One of the hallmarks of meme stock mania is that traders on Reddit, Twitter and elsewhere are posting screenshots of their \"YOLO trades\" and documenting their buys for the whole world to see. The University of Sydney study found young adults aged 18 to 24 are more likely to engage in riskier financial behavior when they are being observed by others.</p>\n<p>“Perhaps they were motivated to take greater risks in each other’s (online) company,” lead author&nbsp;<b>Professor Agnieszka Tymula</b>&nbsp;said of the WallStreetBets community.</p>\n<p><b>The Study:</b>In the study, researchers found that, when given the choice between a fixed amount of money received with certainty and a risky lottery option with a potential for a large payout, young adults aged 18 to 24 were more likely to choose the high-risk option when they were being observed by others rather than when they were making the choice in private.</p>\n<p>“We know that young adults generally have a greater appetite for risk. Our study lends further credence to the notion that this appetite grows when in the company of peers,” Tymula said.</p>\n<p><b>Benzinga’s Take:</b>Peer pressure is certainly not a new phenomenon, and it makes sense that young traders would feel pressure on social media to prove to friends they are brave enough to make speculative bets on high-risk stocks.</p>\n<p>It’s not breaking news that young people engage in risky behavior, and it’s not necessarily a bad thing for young traders to take risks in the market at a young age when a negative outcome is least likely to have a lasting impact on their financial well-being.</p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Young Adults Are Taking Big Risks On AMC And GameStop？</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 Young Adults Are Taking Big Risks On AMC And GameStop？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 11:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/21/07/21811223/study-why-young-adults-are-taking-big-risks-on-amc-and-gamestop><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Young traders entered the stock market in droves in the past year, many betting on popular meme stocks like GameStop Corp. and AMC Entertainment Holdings Inc .\nThese two financially challenged and ...</p>\n\n<a href=\"https://www.benzinga.com/news/21/07/21811223/study-why-young-adults-are-taking-big-risks-on-amc-and-gamestop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.benzinga.com/news/21/07/21811223/study-why-young-adults-are-taking-big-risks-on-amc-and-gamestop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133090424","content_text":"Young traders entered the stock market in droves in the past year, many betting on popular meme stocks like GameStop Corp. and AMC Entertainment Holdings Inc .\nThese two financially challenged and relatively low-rated stocks are far from safe, blue-chip investments, and a new study by the University of Sydney School of Economics sheds some light on why young traders are willing to make such big bets on a pair of extremely risky stocks.\nYOLO Trading:One of the hallmarks of meme stock mania is that traders on Reddit, Twitter and elsewhere are posting screenshots of their \"YOLO trades\" and documenting their buys for the whole world to see. The University of Sydney study found young adults aged 18 to 24 are more likely to engage in riskier financial behavior when they are being observed by others.\n“Perhaps they were motivated to take greater risks in each other’s (online) company,” lead author Professor Agnieszka Tymula said of the WallStreetBets community.\nThe Study:In the study, researchers found that, when given the choice between a fixed amount of money received with certainty and a risky lottery option with a potential for a large payout, young adults aged 18 to 24 were more likely to choose the high-risk option when they were being observed by others rather than when they were making the choice in private.\n“We know that young adults generally have a greater appetite for risk. Our study lends further credence to the notion that this appetite grows when in the company of peers,” Tymula said.\nBenzinga’s Take:Peer pressure is certainly not a new phenomenon, and it makes sense that young traders would feel pressure on social media to prove to friends they are brave enough to make speculative bets on high-risk stocks.\nIt’s not breaking news that young people engage in risky behavior, and it’s not necessarily a bad thing for young traders to take risks in the market at a young age when a negative outcome is least likely to have a lasting impact on their financial well-being.","news_type":1},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575141057639271","authorId":"3575141057639271","name":"Daveb","avatar":"https://static.tigerbbs.com/61df162e1597f1b5a6a6bfb13d7d92f5","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575141057639271","authorIdStr":"3575141057639271"},"content":"Lower risk than most stocks and so far in the last 6 months higher returns the 99% of all stocks. ???✊?","text":"Lower risk than most stocks and so far in the last 6 months higher returns the 99% of all stocks. ???✊?","html":"Lower risk than most stocks and so far in the last 6 months higher returns the 99% of all stocks. ???✊?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156141555,"gmtCreate":1625205458577,"gmtModify":1703738341323,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087792880583740","authorIdStr":"4087792880583740"},"themes":[],"htmlText":"CR land. Shall watch out for it.&nbsp;","listText":"CR land. Shall watch out for it.&nbsp;","text":"CR land. Shall watch out for it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156141555","repostId":"1146835975","repostType":4,"repost":{"id":"1146835975","pubTimestamp":1625186532,"share":"https://ttm.financial/m/news/1146835975?lang=&edition=fundamental","pubTime":"2021-07-02 08:42","market":"us","language":"en","title":"The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1146835975","media":"CNBC","summary":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250","content":"<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The real estate market has completely shifted, UBS says. Here are 12 of its top stock picks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe real estate market has completely shifted, UBS says. Here are 12 of its top stock picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01109":"华润置地","SBAC":"SBA通信","01972":"太古地产","DRE":"杜克房地产","00960":"龙湖集团","AMT":"美国电塔","PLD":"安博"},"source_url":"https://www.cnbc.com/2021/07/01/the-future-of-real-estate-and-stocks-to-buy-ubs-picks-top-shares.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1146835975","content_text":"The coronavirus pandemic sent shockwaves through real estate markets around the world. Now, in a 250-page report,UBStakes a deep dive into the sector and names 12 of its favorite stocks in the U.S., China and beyond.\nThe UBS report, published Monday, highlighted the dramatic impact the pandemic had on everything from prime office space to retail properties. Real estate has “shifted markedly,” analysts led by Osmaan Malik noted, but some sectors are now growing strongly.\n“The renaissance of the industrial sector as demand for warehousing and logistics has boomed, the emergence of technology-serving opportunities (datacenters and towers) and the relative resilience and ongoing M&A in residential sectors, has driven strong secular growth,” they wrote.\nWFH debate\nOther factors include how much working from home — boosted around the world by pandemic lockdown measures — will affect prime office space. “The great WFH debate continues to rage on, with share prices rising nonetheless. Our central view remains consistent: while there may be a net reduction in demand, it is likely to be contained, as de-densification, peak occupancy, reduced construction levels, change-of-use potential all mitigate the overall impact on market vacancy,” the analysts wrote.\nAnd, while many brick-and-mortar stores are under threat from e-commerce, luxury malls in China are set to provide an investment opportunity as asset management firms consolidate and “winners take all,” according to the analysts.\nHere are some of their top stock picks, all buy-rated by the bank:\nUS\nIn the U.S., the bank favors cell tower real estate investment trusts (REITs)American Tower Corp and SBA Communications. “The industry is in the early stages of a multi-year investment cycle and demand for wireless infrastructure and connectivity has never been more apparent,” the analysts wrote.\nUBS also likes logistics and warehousing REITs Prologis and Duke Realty. “The robust demand, rational supply, accelerating ecommerce, and the potential for inventory builds lead us to continue to recommend both,” the analysts stated.\nChina\nChinese stocks favored by the bank include CR Land, a luxury mall operator that saw retail sales increase by 111% between February 2021 and the same month in 2019, and Longfor, a retail and residential developer operating in around 60 cities in China. Both operate under a Transport Oriented Development model (TOD), meaning real estate is built close to transport hubs, and UBS said Longpfor has higher margins as a result.\nSwire Properties also makes the cut, due to a “promising outlook for its retail mall business in China,” as well as early signs of recovery for offices in Hong Kong, UBS said.\nUK\nIn the U.K., developersBritish LandandLand Secare short-term picks for the bank, which said both stocks remain discounted. Longer term, it likes “high quality” stocksDerwentandGreat Portland Estates, both of which own prime real estate in central London.\nJapan\nIn Japan, UBS’s top pick isMitsui Fudosanin part for its recognition of a need for mixed-use developments that blend working, living and shopping. “The barriers between property types as places for these activities are weakening and the company is starting to respond,” the analysts wrote.\nUBS’s “Global Real Estate Analyser” is published bi-annually and includes analysis of 200 stocks by 30 analysts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153715155,"gmtCreate":1625050440277,"gmtModify":1703734855987,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087792880583740","authorIdStr":"4087792880583740"},"themes":[],"htmlText":"Nvidia","listText":"Nvidia","text":"Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153715155","repostId":"2147614258","repostType":4,"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153715952,"gmtCreate":1625050415876,"gmtModify":1703734855824,"author":{"id":"4087792880583740","authorId":"4087792880583740","name":"Team2647","avatar":"https://static.tigerbbs.com/1558c40296aef106dbe867814fb84ec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087792880583740","authorIdStr":"4087792880583740"},"themes":[],"htmlText":"Both&nbsp;","listText":"Both&nbsp;","text":"Both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/153715952","repostId":"2147614258","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}