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Aliff
2021-09-23
$Tesla Motors(TSLA)$
buy and hold
Aliff
2021-09-21
Musts still be vigilant although auto pilot is engaged
Tesla Crash in Florida Triggers 2nd NTSB Scrutiny This Year
Aliff
2021-09-17
Do your own diligence
Buy Micron Before It's Too Late
Aliff
2021-09-09
Buy during retracements
Chinese EV stocks are down in early trading
Aliff
2021-09-08
$Grayscale Bitcoin Trust (BTC)(GBTC)$
volatile otc
Aliff
2021-09-08
Undervalued stock. Buy and hold
Intel says it will reserve Ireland chip factory capacity for automakers
Aliff
2021-09-08
Nio, tesla are the next shares to buy. Ev is the future
Nio shares fall after $2 billion stock offering announced
Aliff
2021-09-07
Long term.for pfizer
Pfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says
Aliff
2021-09-06
Intel to the moon
Sorry, the original content has been removed
Aliff
2021-09-05
Buy during pullbacks
Sorry, the original content has been removed
Aliff
2021-09-05
Excellent!!
Tech lifts Nasdaq to record close but Wall Street mixed on jobs report
Aliff
2021-09-05
Great news
Cathie Wood is pouring millions into these China tech stocks — time to follow?
Aliff
2021-08-29
To the moon
Apple Stock: How It Could Be A Great Inflation Play
Aliff
2021-08-28
To the moon!
Aliff
2021-08-13
Lai liao
@lineasy2:
$Moderna, Inc.(MRNA)$
waiting patience
Aliff
2021-07-30
Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term?
Sorry, the original content has been removed
Aliff
2021-07-25
Buy blue chips and hold
Is IBM Stock Undervalued Or Overvalued? What To Consider
Aliff
2021-07-25
To the moon
Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks
Aliff
2021-07-25
Hopefully travel to other countries can resume soon
Sorry, the original content has been removed
Aliff
2021-07-24
To the moon
US stocks open higher on Friday
Go to Tiger App to see more news
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href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>buy and hold","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>buy and hold","text":"$Tesla Motors(TSLA)$buy and hold","images":[{"img":"https://static.tigerbbs.com/3c2fdf2dc082171d94ebaf7ee477acaa","width":"1080","height":"3162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863027966","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":860635923,"gmtCreate":1632173961062,"gmtModify":1676530715353,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Musts still be vigilant although auto pilot is engaged","listText":"Musts still be vigilant although auto pilot is engaged","text":"Musts still be vigilant although auto pilot is engaged","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/860635923","repostId":"2168839526","repostType":4,"repost":{"id":"2168839526","pubTimestamp":1632148632,"share":"https://ttm.financial/m/news/2168839526?lang=&edition=fundamental","pubTime":"2021-09-20 22:37","market":"us","language":"en","title":"Tesla Crash in Florida Triggers 2nd NTSB Scrutiny This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2168839526","media":"Zacks","summary":"The Tesla Motors vehicle crash in Florida last week, which killed two people, will be investigated b","content":"<p>The <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> </b>vehicle crash in Florida last week, which killed two people, will be investigated by the U.S. National Transportation Safety Board (NTSB).</p>\n<p>On Sep 13, two people were killed when a Tesla Model 3 collided into a tree and caught fire in Coral Gables, FL. Post the accident, the NTSB tweeted that it is sending a team of three investigators to the accident scene to probe the fiery crash. The NTSB, which makes safety recommendations but does not regulate automakers, noted that it will look closely at the new technology integrated in the Tesla Model 3. The NTSB probe will focus on the operation of the electric compact sedan, and the post-crash fire that exploded and destroyed the car.</p>\n<p>Per the Coral Gables police, it is still debatable whether or not the Tesla Model 3 involved in the crash was using the electric vehicle (EV) giant’s driver-assistance system called Autopilot. The NTSB will commence its investigation today and plans to complete the work within a week, so as to issue a preliminary report in about 30 days.</p>\n<p>This will be the second probe by the agency in a fatal accident involving Tesla’s models in less than six months’ time. The NTSB is also investigating a lethal crash in Texas involving a Model S sedan that crashed into a tree and burst into flames, killing both passengers this April.</p>\n<p>This is not the first time that the EV maker has grabbed eyeballs for the wrong reasons. Several Tesla cars have been involved in crashes earlier as well, where the automaker's Autopilot semi-autonomous driving assist technology was blamed. In some cases, the battery of the car reportedly caused fire incidents.</p>\n<p>Tesla’s famous Autopilot handles some driving tasks, such as steering, braking and acceleration, and allows drivers to remove their hands from the steering wheel at times but the EV king has still warned drivers to actively supervise the vehicle when using this system. The NTSB had previously investigated three deadly Tesla crashes in which its Autopilot was involved.</p>\n<p>Also, the lithium-ion batteries that run the Tesla vehicles are highly flammable and extremely difficult to douse. Once damaged, these can reignite hours or days after being extinguished. In January, the NTSB issued a special report about the threats of battery fires used in electric cars, pointing out that auto manufacturers have left emergency responders endangered to battery blazes.</p>\n<p>The latest federal inquiry comes as Tesla faces enhanced scrutiny from regulators. Last month, the National Highway Transportation Safety Administration (NHTSA) commenced a formal safety probe into Tesla’s Autopilot driver-assistance system after a series of crashes between Tesla vehicles and first responder vehicles occurred.</p>\n<h3>Wedbush Projects Tesla to Hit 1.3M Deliveries in 2022</h3>\n<p>Wedbush Securities, a Los Angeles-based investment firm, anticipates Tesla will deliver 900,000 cars in 2021, followed by 1.3 million deliveries in 2022.</p>\n<p>Tesla’s annual delivery count has been gaining momentum for years now. As evidence, in 2018, Tesla delivered 245,240 vehicles and in 2019, roughly 367,500 vehicles were delivered. Last year, 499,550 Tesla vehicles were sold.</p>\n<p>Analysts would have expected Tesla to achieve 1 million deliveries in 2021, had the auto industry not been grappling the severe semiconductor chip dearth.</p>\n<p>Nonetheless, amid the heightened climate change concerns, with automakers around the globe revving up their efforts to provide green transportation solutions, Tesla continues to dominate the EV sector and is well ahead of its competitors in terms of navigating past the supply-chain issues. Hence, Wedbush expects the EV giant to deliver a record-setting 900,000 cars this year.</p>\n<p>Tesla, which shares space with <b>General Motors</b> GM, <b>Ford</b> F and <b>Volkswagen </b>VWAGY, currently carries a Zacks Rank #3 (Hold).</p>","source":"yahoofinance","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 Crash in Florida Triggers 2nd NTSB Scrutiny This Year</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 Crash in Florida Triggers 2nd NTSB Scrutiny This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 22:37 GMT+8 <a href=https://finance.yahoo.com/news/tesla-tsla-crash-florida-triggers-121712348.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Tesla Motors vehicle crash in Florida last week, which killed two people, will be investigated by the U.S. National Transportation Safety Board (NTSB).\nOn Sep 13, two people were killed when a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-tsla-crash-florida-triggers-121712348.html\">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://finance.yahoo.com/news/tesla-tsla-crash-florida-triggers-121712348.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2168839526","content_text":"The Tesla Motors vehicle crash in Florida last week, which killed two people, will be investigated by the U.S. National Transportation Safety Board (NTSB).\nOn Sep 13, two people were killed when a Tesla Model 3 collided into a tree and caught fire in Coral Gables, FL. Post the accident, the NTSB tweeted that it is sending a team of three investigators to the accident scene to probe the fiery crash. The NTSB, which makes safety recommendations but does not regulate automakers, noted that it will look closely at the new technology integrated in the Tesla Model 3. The NTSB probe will focus on the operation of the electric compact sedan, and the post-crash fire that exploded and destroyed the car.\nPer the Coral Gables police, it is still debatable whether or not the Tesla Model 3 involved in the crash was using the electric vehicle (EV) giant’s driver-assistance system called Autopilot. The NTSB will commence its investigation today and plans to complete the work within a week, so as to issue a preliminary report in about 30 days.\nThis will be the second probe by the agency in a fatal accident involving Tesla’s models in less than six months’ time. The NTSB is also investigating a lethal crash in Texas involving a Model S sedan that crashed into a tree and burst into flames, killing both passengers this April.\nThis is not the first time that the EV maker has grabbed eyeballs for the wrong reasons. Several Tesla cars have been involved in crashes earlier as well, where the automaker's Autopilot semi-autonomous driving assist technology was blamed. In some cases, the battery of the car reportedly caused fire incidents.\nTesla’s famous Autopilot handles some driving tasks, such as steering, braking and acceleration, and allows drivers to remove their hands from the steering wheel at times but the EV king has still warned drivers to actively supervise the vehicle when using this system. The NTSB had previously investigated three deadly Tesla crashes in which its Autopilot was involved.\nAlso, the lithium-ion batteries that run the Tesla vehicles are highly flammable and extremely difficult to douse. Once damaged, these can reignite hours or days after being extinguished. In January, the NTSB issued a special report about the threats of battery fires used in electric cars, pointing out that auto manufacturers have left emergency responders endangered to battery blazes.\nThe latest federal inquiry comes as Tesla faces enhanced scrutiny from regulators. Last month, the National Highway Transportation Safety Administration (NHTSA) commenced a formal safety probe into Tesla’s Autopilot driver-assistance system after a series of crashes between Tesla vehicles and first responder vehicles occurred.\nWedbush Projects Tesla to Hit 1.3M Deliveries in 2022\nWedbush Securities, a Los Angeles-based investment firm, anticipates Tesla will deliver 900,000 cars in 2021, followed by 1.3 million deliveries in 2022.\nTesla’s annual delivery count has been gaining momentum for years now. As evidence, in 2018, Tesla delivered 245,240 vehicles and in 2019, roughly 367,500 vehicles were delivered. Last year, 499,550 Tesla vehicles were sold.\nAnalysts would have expected Tesla to achieve 1 million deliveries in 2021, had the auto industry not been grappling the severe semiconductor chip dearth.\nNonetheless, amid the heightened climate change concerns, with automakers around the globe revving up their efforts to provide green transportation solutions, Tesla continues to dominate the EV sector and is well ahead of its competitors in terms of navigating past the supply-chain issues. Hence, Wedbush expects the EV giant to deliver a record-setting 900,000 cars this year.\nTesla, which shares space with General Motors GM, Ford F and Volkswagen VWAGY, currently carries a Zacks Rank #3 (Hold).","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884120900,"gmtCreate":1631868948201,"gmtModify":1676530657227,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Do your own diligence ","listText":"Do your own diligence ","text":"Do your own diligence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884120900","repostId":"1179511931","repostType":4,"repost":{"id":"1179511931","pubTimestamp":1631867750,"share":"https://ttm.financial/m/news/1179511931?lang=&edition=fundamental","pubTime":"2021-09-17 16:35","market":"us","language":"en","title":"Buy Micron Before It's Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1179511931","media":"Seeking Alpha","summary":"Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Micron just fell into negative territory for the year.</li>\n <li>But, Micron’s revenues and gross margins are still in a period of expansion.</li>\n <li>ASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.</li>\n <li>Micron’s growth is cheap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea6943b055b8a3f717a6e1f6c038c065\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>While Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.<b>Micron’s growth has a discount valuation</b></p>\n<p>There is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5c829571acfd54e941f1e37db53c201\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Based off of Micron’s commercial scorecard for the third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.</p>\n<p>Micron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and higher read/write speeds compared to previous gen technology.</p>\n<p>Micron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.</p>\n<p>Based off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d89b8802b7996741e4b60b54a54845\" tg-width=\"1222\" tg-height=\"546\" width=\"100%\" height=\"auto\"><span>Source: Micron</span></p>\n<p>It is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1 and Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e283b9bc8c553794392443dd078baf1f\" tg-width=\"570\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: TrendForce, Pulsenews</span></p>\n<p>The DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could last until 2023.</p>\n<p>I don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.</p>\n<p>Micron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.</p>\n<p>Micron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d32e2254ff113771bc630708156433b\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Turning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.</p>\n<p><b>Conclusion</b></p>\n<p>For the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.</p>\n<p>Due to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.</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>Buy Micron Before It's Too Late</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Micron Before It's Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 16:35 GMT+8 <a href=https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and gross margins are still in a period of expansion.\nASP growth in DRAM and NAND and increased bit ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179511931","content_text":"Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and gross margins are still in a period of expansion.\nASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.\nMicron’s growth is cheap.\n\nSundry Photography/iStock Editorial via Getty Images\nWhile Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.Micron’s growth has a discount valuation\nThere is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.\nData by YCharts\nBased off of Micron’s commercial scorecard for the third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.\nMicron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and higher read/write speeds compared to previous gen technology.\nMicron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.\nBased off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.\nSource: Micron\nIt is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1 and Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.\nSource: TrendForce, Pulsenews\nThe DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could last until 2023.\nI don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.\nMicron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.\nMicron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.\nData by YCharts\nTurning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.\nConclusion\nFor the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.\nDue to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889872962,"gmtCreate":1631143556056,"gmtModify":1676530476919,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Buy during retracements ","listText":"Buy during retracements ","text":"Buy during retracements","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/889872962","repostId":"1185415782","repostType":4,"repost":{"id":"1185415782","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":1631109899,"share":"https://ttm.financial/m/news/1185415782?lang=&edition=fundamental","pubTime":"2021-09-08 22:04","market":"us","language":"en","title":"Chinese EV stocks are down in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1185415782","media":"Tiger Newspress","summary":"(Sept 8) Chinese EV stocks are down in early trading. NIO, Xpeng fell over 5%, Li fell over 3%.","content":"<p>(Sept 8) Chinese EV stocks are down in early trading. NIO, Xpeng fell over 5%, Li fell over 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/5c8522469d717c9ea7cfe197df22bf04\" tg-width=\"279\" tg-height=\"290\" width=\"100%\" height=\"auto\"></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>Chinese EV stocks are down in early 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\">\nChinese EV stocks are down in early 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\">2021-09-08 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Sept 8) Chinese EV stocks are down in early trading. NIO, Xpeng fell over 5%, Li fell over 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/5c8522469d717c9ea7cfe197df22bf04\" tg-width=\"279\" tg-height=\"290\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","09868":"小鹏汽车-W","XPEV":"小鹏汽车","02015":"理想汽车-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185415782","content_text":"(Sept 8) Chinese EV stocks are down in early trading. NIO, Xpeng fell over 5%, Li fell over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880616666,"gmtCreate":1631054658855,"gmtModify":1676530451594,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GBTC\">$Grayscale Bitcoin Trust (BTC)(GBTC)$</a>volatile otc","listText":"<a href=\"https://laohu8.com/S/GBTC\">$Grayscale Bitcoin Trust (BTC)(GBTC)$</a>volatile otc","text":"$Grayscale Bitcoin Trust (BTC)(GBTC)$volatile otc","images":[{"img":"https://static.tigerbbs.com/6dd033d27ac59ca3b89f009a3776e503","width":"1080","height":"2259"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880616666","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880613770,"gmtCreate":1631054473890,"gmtModify":1676530451530,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Undervalued stock. Buy and hold ","listText":"Undervalued stock. Buy and hold ","text":"Undervalued stock. Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880613770","repostId":"2165354124","repostType":4,"repost":{"id":"2165354124","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631027400,"share":"https://ttm.financial/m/news/2165354124?lang=&edition=fundamental","pubTime":"2021-09-07 23:10","market":"us","language":"en","title":"Intel says it will reserve Ireland chip factory capacity for automakers","url":"https://stock-news.laohu8.com/highlight/detail?id=2165354124","media":"Reuters","summary":"Sept 7 (Reuters) - Intel Corp on Tuesday said that it will reserve factory capacity at its semicondu","content":"<p>Sept 7 (Reuters) - Intel Corp on Tuesday said that it will reserve factory capacity at its semiconductor plant in Ireland for automakers and has created a program to help them transition to making chips in its factories.</p>\n<p>Intel, the biggest maker of processor chips for PCs and data centers, in March said it planned to open up its chip factories for outsiders to use.</p>\n<p><b>Chief Executive Pat Gelsinger told Reuters in April</b></p>\n<p>that the company wanted to start producing chips for automakers within six to nine months to help alleviate a shortage that has disrupted vehicle production around the world.</p>\n<p>It is unclear whether the latest announcement means Intel will meet that goal.</p>\n<p>Gelsinger was due to outline details of the new program on Tuesday at the IAA automotive show in Germany. The \"Intel Foundry Services Accelerator\" is aimed at helping automakers learn to make chips using what Intel calls its \"Intel 16\" chip manufacturing technology and later move to its \"Intel 3\" and \"Intel 18A\" technologies.</p>\n<p>Those manufacturing processes would be far more advanced than most of the processes used in the automotive industry today. Intel said that several automakers and key suppliers - including BMW AG , <a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a> , <a href=\"https://laohu8.com/S/DMLRY\">Daimler AG</a> and Bosch - had expressed support for its programs, but an Intel spokesman declined to confirm whether any had committed to becoming customers.</p>\n<p>Intel views automakers as a key strategic priority. Gelsinger was expected to say Tuesday that the company believes chips will make up 20% of the cost of vehicles by 2030, a five-fold increase from 4% of the cost in 2019.</p>\n<p>(Reporting by Stephen Nellis in San Francisco; editing by Richard Pullin)</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>Intel says it will reserve Ireland chip factory capacity for automakers</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\">\nIntel says it will reserve Ireland chip factory capacity for automakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-07 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 7 (Reuters) - Intel Corp on Tuesday said that it will reserve factory capacity at its semiconductor plant in Ireland for automakers and has created a program to help them transition to making chips in its factories.</p>\n<p>Intel, the biggest maker of processor chips for PCs and data centers, in March said it planned to open up its chip factories for outsiders to use.</p>\n<p><b>Chief Executive Pat Gelsinger told Reuters in April</b></p>\n<p>that the company wanted to start producing chips for automakers within six to nine months to help alleviate a shortage that has disrupted vehicle production around the world.</p>\n<p>It is unclear whether the latest announcement means Intel will meet that goal.</p>\n<p>Gelsinger was due to outline details of the new program on Tuesday at the IAA automotive show in Germany. The \"Intel Foundry Services Accelerator\" is aimed at helping automakers learn to make chips using what Intel calls its \"Intel 16\" chip manufacturing technology and later move to its \"Intel 3\" and \"Intel 18A\" technologies.</p>\n<p>Those manufacturing processes would be far more advanced than most of the processes used in the automotive industry today. Intel said that several automakers and key suppliers - including BMW AG , <a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a> , <a href=\"https://laohu8.com/S/DMLRY\">Daimler AG</a> and Bosch - had expressed support for its programs, but an Intel spokesman declined to confirm whether any had committed to becoming customers.</p>\n<p>Intel views automakers as a key strategic priority. Gelsinger was expected to say Tuesday that the company believes chips will make up 20% of the cost of vehicles by 2030, a five-fold increase from 4% of the cost in 2019.</p>\n<p>(Reporting by Stephen Nellis in San Francisco; editing by Richard Pullin)</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":"2165354124","content_text":"Sept 7 (Reuters) - Intel Corp on Tuesday said that it will reserve factory capacity at its semiconductor plant in Ireland for automakers and has created a program to help them transition to making chips in its factories.\nIntel, the biggest maker of processor chips for PCs and data centers, in March said it planned to open up its chip factories for outsiders to use.\nChief Executive Pat Gelsinger told Reuters in April\nthat the company wanted to start producing chips for automakers within six to nine months to help alleviate a shortage that has disrupted vehicle production around the world.\nIt is unclear whether the latest announcement means Intel will meet that goal.\nGelsinger was due to outline details of the new program on Tuesday at the IAA automotive show in Germany. The \"Intel Foundry Services Accelerator\" is aimed at helping automakers learn to make chips using what Intel calls its \"Intel 16\" chip manufacturing technology and later move to its \"Intel 3\" and \"Intel 18A\" technologies.\nThose manufacturing processes would be far more advanced than most of the processes used in the automotive industry today. Intel said that several automakers and key suppliers - including BMW AG , Volkswagen AG , Daimler AG and Bosch - had expressed support for its programs, but an Intel spokesman declined to confirm whether any had committed to becoming customers.\nIntel views automakers as a key strategic priority. Gelsinger was expected to say Tuesday that the company believes chips will make up 20% of the cost of vehicles by 2030, a five-fold increase from 4% of the cost in 2019.\n(Reporting by Stephen Nellis in San Francisco; editing by Richard Pullin)","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880613118,"gmtCreate":1631054447534,"gmtModify":1676530451523,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Nio, tesla are the next shares to buy. Ev is the future","listText":"Nio, tesla are the next shares to buy. Ev is the future","text":"Nio, tesla are the next shares to buy. Ev is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/880613118","repostId":"1140893024","repostType":4,"repost":{"id":"1140893024","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":1631054373,"share":"https://ttm.financial/m/news/1140893024?lang=&edition=fundamental","pubTime":"2021-09-08 06:39","market":"us","language":"en","title":"Nio shares fall after $2 billion stock offering announced","url":"https://stock-news.laohu8.com/highlight/detail?id=1140893024","media":"Tiger Newspress","summary":"NIO shares slipped 3.5% in extended trading after announcing at-the-market offering of American depo","content":"<p>NIO shares slipped 3.5% in extended trading after announcing at-the-market offering of American depositary shares.</p>\n<p><img src=\"https://static.tigerbbs.com/e0907d5351eb6acc6316886c6ac37011\" tg-width=\"890\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO Inc. announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).</p>\n<p>The ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley & Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.</p>\n<p>NIO has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.</p>\n<p>The Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.</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>Nio shares fall after $2 billion stock offering announced</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\">\nNio shares fall after $2 billion stock offering announced\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\">2021-09-08 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NIO shares slipped 3.5% in extended trading after announcing at-the-market offering of American depositary shares.</p>\n<p><img src=\"https://static.tigerbbs.com/e0907d5351eb6acc6316886c6ac37011\" tg-width=\"890\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>NIO Inc. announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).</p>\n<p>The ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley & Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.</p>\n<p>NIO has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.</p>\n<p>The Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140893024","content_text":"NIO shares slipped 3.5% in extended trading after announcing at-the-market offering of American depositary shares.\n\nNIO Inc. announced that it has filed a prospectus supplement to sell up to an aggregate of US$2,000,000,000 of its American depositary shares (“ADSs”), each representing one Class A ordinary share of the Company, through an at-the-market equity offering program (the “At-The-Market Offering”).\nThe ADSs will be offered through Credit Suisse Securities (USA) LLC, Morgan Stanley & Co. LLC, Goldman Sachs (Asia) L.L.C., China International Capital Corporation Hong Kong Securities Limited, Nomura Securities International, Inc. and Guotai Junan Securities (Hong Kong) Limited as sales agents. Some of the sales agents are expected to make offers and sales both inside and outside the United States through their respective selling agents.\nNIO has entered into an equity distribution agreement with the sales agents relating to the At-The-Market Offering. Sales, if any, of the ADSs under the At-The-Market Offering will be made from time to time, at the Company’s discretion, by means of ordinary broker transactions on or through the New York Stock Exchange (the “NYSE”) or other markets for its ADSs, sales made to or through a market maker other than on an exchange, or otherwise in negotiated transactions, or as otherwise agreed with the sales agents. Sales may be made at market prices prevailing at the time of sale or at negotiated prices. As a result, sales prices may vary.\nThe Company currently plans to use the net proceeds from the At-The-Market Offering to further strengthen its balance sheet, as well as for general corporate purposes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817215342,"gmtCreate":1630968970286,"gmtModify":1676530428003,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Long term.for pfizer ","listText":"Long term.for pfizer ","text":"Long term.for pfizer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817215342","repostId":"1131533711","repostType":4,"repost":{"id":"1131533711","pubTimestamp":1630914733,"share":"https://ttm.financial/m/news/1131533711?lang=&edition=fundamental","pubTime":"2021-09-06 15:52","market":"us","language":"en","title":"Pfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says","url":"https://stock-news.laohu8.com/highlight/detail?id=1131533711","media":"MarketWatch","summary":"Fauci says delay in approving Moderna’s shot shouldn’t be long.\n\nThe Pfizer-BioNTech shot will likel","content":"<blockquote>\n <b>Fauci says delay in approving Moderna’s shot shouldn’t be long.</b>\n</blockquote>\n<p>The Pfizer-BioNTech shot will likely be the only COVID-19 vaccine booster available by Sept. 20, the Biden administration’s target date to begin offering them, but Dr. Anthony Fauci said Sunday that Moderna’s shot shouldn’t be too far behind.</p>\n<p>Speaking Sunday on CBS News’ “Face the Nation,” Fauci, the White House’s top pandemic adviser, said Moderna’s MRNA,+4.79% booster might not have approval from the Food and Drug Administration by that date.</p>\n<p>“We were hoping that we would get both the candidates, both products, Moderna and Pfizer, rolled out by the week of the 20th. It is conceivable that we will only have one of them out, but the other would likely follow soon thereafter,” Fauci told host Weijia Jiang.</p>\n<p>Boosters for the general public have not won FDA approval yet, though the one from Pfizer PFE, and BioNTech BNTX,+1.76% appears to be on track. “Looks like Pfizer has their data in, likely would meet the deadline,” Fauci said. “We hope that Moderna would also be able to do it, so we could do it simultaneously.”</p>\n<p>“But if not, we’ll do it sequentially,” he added. “So the bottom line is, very likely, at least part of the plan will be implemented, but ultimately the entire plan will be.” Fauci said any delay in approving Moderna’s shot would likely be “at most a couple of weeks.”</p>\n<p>Officials have said those who got the Johnson & Johnson JNJ,+0.06% vaccine will also likely need a booster, but no other details have been announced.</p>\n<p>For now, Fauci said, fully vaccinated people should plan on getting a booster of whichever shot they were originally given. He said data on whether Americans could mix vaccines — getting a Pfizer booster after getting the original two-dose Moderna shots, for example — is currently being studied, and should be released to the public in the coming weeks.</p>\n<p>The Biden administration has pushed for a Sept. 20 start date for fully vaccinated people to begin getting boosters, as long as it’s been at least eight months since they were vaccinated. Federal officials are worried that the effectiveness of the vaccines may decrease over time, and are looking to boosters to prevent another winter surge in new cases. The first round of boosters will go to people most at risk of the coronavirus.</p>","source":"market_watch","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>Pfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says</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\">\nPfizer booster likely to be OK’d by Sept. 20, but Moderna’s may lag, Fauci says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 15:52 GMT+8 <a href=https://www.marketwatch.com/story/pfizer-booster-likely-to-be-okd-by-sept-20-but-modernas-may-lag-fauci-says-11630881641?mod=economy-politics><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fauci says delay in approving Moderna’s shot shouldn’t be long.\n\nThe Pfizer-BioNTech shot will likely be the only COVID-19 vaccine booster available by Sept. 20, the Biden administration’s target date...</p>\n\n<a href=\"https://www.marketwatch.com/story/pfizer-booster-likely-to-be-okd-by-sept-20-but-modernas-may-lag-fauci-says-11630881641?mod=economy-politics\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE","MRNA":"Moderna, Inc.","JNJ":"强生"},"source_url":"https://www.marketwatch.com/story/pfizer-booster-likely-to-be-okd-by-sept-20-but-modernas-may-lag-fauci-says-11630881641?mod=economy-politics","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1131533711","content_text":"Fauci says delay in approving Moderna’s shot shouldn’t be long.\n\nThe Pfizer-BioNTech shot will likely be the only COVID-19 vaccine booster available by Sept. 20, the Biden administration’s target date to begin offering them, but Dr. Anthony Fauci said Sunday that Moderna’s shot shouldn’t be too far behind.\nSpeaking Sunday on CBS News’ “Face the Nation,” Fauci, the White House’s top pandemic adviser, said Moderna’s MRNA,+4.79% booster might not have approval from the Food and Drug Administration by that date.\n“We were hoping that we would get both the candidates, both products, Moderna and Pfizer, rolled out by the week of the 20th. It is conceivable that we will only have one of them out, but the other would likely follow soon thereafter,” Fauci told host Weijia Jiang.\nBoosters for the general public have not won FDA approval yet, though the one from Pfizer PFE, and BioNTech BNTX,+1.76% appears to be on track. “Looks like Pfizer has their data in, likely would meet the deadline,” Fauci said. “We hope that Moderna would also be able to do it, so we could do it simultaneously.”\n“But if not, we’ll do it sequentially,” he added. “So the bottom line is, very likely, at least part of the plan will be implemented, but ultimately the entire plan will be.” Fauci said any delay in approving Moderna’s shot would likely be “at most a couple of weeks.”\nOfficials have said those who got the Johnson & Johnson JNJ,+0.06% vaccine will also likely need a booster, but no other details have been announced.\nFor now, Fauci said, fully vaccinated people should plan on getting a booster of whichever shot they were originally given. He said data on whether Americans could mix vaccines — getting a Pfizer booster after getting the original two-dose Moderna shots, for example — is currently being studied, and should be released to the public in the coming weeks.\nThe Biden administration has pushed for a Sept. 20 start date for fully vaccinated people to begin getting boosters, as long as it’s been at least eight months since they were vaccinated. Federal officials are worried that the effectiveness of the vaccines may decrease over time, and are looking to boosters to prevent another winter surge in new cases. The first round of boosters will go to people most at risk of the coronavirus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817829091,"gmtCreate":1630933115613,"gmtModify":1676530423479,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Intel to the moon","listText":"Intel to the moon","text":"Intel to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817829091","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814635640,"gmtCreate":1630811257680,"gmtModify":1676530399027,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Buy during pullbacks","listText":"Buy during pullbacks","text":"Buy during pullbacks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814635640","repostId":"2164877371","repostType":4,"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814635911,"gmtCreate":1630811226733,"gmtModify":1676530399019,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Excellent!!","listText":"Excellent!!","text":"Excellent!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814635911","repostId":"2164803577","repostType":4,"repost":{"id":"2164803577","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630699233,"share":"https://ttm.financial/m/news/2164803577?lang=&edition=fundamental","pubTime":"2021-09-04 04:00","market":"us","language":"en","title":"Tech lifts Nasdaq to record close but Wall Street mixed on jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=2164803577","media":"Reuters","summary":"Dismal August jobs report calms taper fears\nLeisure, retail employment disappoint; cruise liners slu","content":"<ul>\n <li>Dismal August jobs report calms taper fears</li>\n <li>Leisure, retail employment disappoint; cruise liners slump</li>\n <li>Banking stocks slide, shrug off jump in bond yields</li>\n</ul>\n<p>Sept 3 (Reuters) - The Nasdaq closed Friday at a fresh record but Wall Street's main indexes headed into the Labor Day weekend in mixed fashion, reacting to a disappointing U.S. jobs report which raised fears about the pace of economic recovery but weakened the argument for near-term tapering.</p>\n<p>A majority of the 11 S&P sectors ended lower, with the energy and financial indexes among those finishing in the red.</p>\n<p>Banking stocks, which generally perform better when bond yields are higher, dropped even as the benchmark 10-year Treasury yield jumped following the report.</p>\n<p>\"The number's a big disappointment and it's clear the Delta variant had a negative impact on the labor economy this summer,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p>\n<p>\"You can tell because leisure and hospitality didn't add any jobs and retail actually lost jobs. Investors will conclude that perhaps this will put the (Federal Reserve) further on hold in terms of the timing of tapering. Markets may be okay with that.\"</p>\n<p>Among the biggest decliners on the S&P 500 were cruise ship operators, including Norwegian Cruise Line Holdings , Carnival Corp and Royal Caribbean Cruises , whose businesses are highly susceptible to consumer sentiment around travel and COVID-19.</p>\n<p>The S&P 500 and the Nasdaq had scaled all-time highs over the past few weeks on support from robust corporate earnings, but investors have remained generally cautious as they watch economic indicators and the jump in U.S. infections to see how that might influence the Fed and its tapering plans.</p>\n<p>The labor market remains the key touchstone for the Fed, with Chair Jerome Powell hinting last week that reaching full employment was a pre-requisite for the central bank to start paring back its asset purchases.</p>\n<p>On Friday, the Labor Department's closely watched report showed nonfarm payrolls increased by 235,000 jobs in August, widely missing economists' estimate of 750,000. Payrolls had surged 1.05 million in July.</p>\n<p>Despite a number well outside the consensus estimate, the overall reaction of investors was muted, continuing a trend over the last year of a decoupling of significant S&P movement in the wake of a wide miss on the payrolls report.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 74.47 points, or 0.21%, to 35,369.35, the S&P 500 lost 1.41 points, or 0.03%, to 4,535.54 and the Nasdaq Composite added 32.34 points, or 0.21%, to 15,363.52.</p>\n<p>The Nasdaq, registering a fifth daily gain in the last six sessions, was boosted by technology heavyweights, including Apple , Alphabet , and <a href=\"https://laohu8.com/S/FB\">Facebook</a>. Tech stocks tend to perform better in a low interest-rate environment.</p>\n<p>Chinese ride-hailing firm Didi Global gained after a media report that the city of Beijing was considering moves that would give state entities control of the company.</p>\n<p>Biotechnology firm Forte Biosciences slumped after its experimental treatment for eczema, a skin disease, failed to meet its main goal.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and Stephen Culp and David French in New York; Editing by Arun Koyyur and Marguerita Choy)</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>Tech lifts Nasdaq to record close but Wall Street mixed on jobs 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\">\nTech lifts Nasdaq to record close but Wall Street mixed on jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-04 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Dismal August jobs report calms taper fears</li>\n <li>Leisure, retail employment disappoint; cruise liners slump</li>\n <li>Banking stocks slide, shrug off jump in bond yields</li>\n</ul>\n<p>Sept 3 (Reuters) - The Nasdaq closed Friday at a fresh record but Wall Street's main indexes headed into the Labor Day weekend in mixed fashion, reacting to a disappointing U.S. jobs report which raised fears about the pace of economic recovery but weakened the argument for near-term tapering.</p>\n<p>A majority of the 11 S&P sectors ended lower, with the energy and financial indexes among those finishing in the red.</p>\n<p>Banking stocks, which generally perform better when bond yields are higher, dropped even as the benchmark 10-year Treasury yield jumped following the report.</p>\n<p>\"The number's a big disappointment and it's clear the Delta variant had a negative impact on the labor economy this summer,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p>\n<p>\"You can tell because leisure and hospitality didn't add any jobs and retail actually lost jobs. Investors will conclude that perhaps this will put the (Federal Reserve) further on hold in terms of the timing of tapering. Markets may be okay with that.\"</p>\n<p>Among the biggest decliners on the S&P 500 were cruise ship operators, including Norwegian Cruise Line Holdings , Carnival Corp and Royal Caribbean Cruises , whose businesses are highly susceptible to consumer sentiment around travel and COVID-19.</p>\n<p>The S&P 500 and the Nasdaq had scaled all-time highs over the past few weeks on support from robust corporate earnings, but investors have remained generally cautious as they watch economic indicators and the jump in U.S. infections to see how that might influence the Fed and its tapering plans.</p>\n<p>The labor market remains the key touchstone for the Fed, with Chair Jerome Powell hinting last week that reaching full employment was a pre-requisite for the central bank to start paring back its asset purchases.</p>\n<p>On Friday, the Labor Department's closely watched report showed nonfarm payrolls increased by 235,000 jobs in August, widely missing economists' estimate of 750,000. Payrolls had surged 1.05 million in July.</p>\n<p>Despite a number well outside the consensus estimate, the overall reaction of investors was muted, continuing a trend over the last year of a decoupling of significant S&P movement in the wake of a wide miss on the payrolls report.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 74.47 points, or 0.21%, to 35,369.35, the S&P 500 lost 1.41 points, or 0.03%, to 4,535.54 and the Nasdaq Composite added 32.34 points, or 0.21%, to 15,363.52.</p>\n<p>The Nasdaq, registering a fifth daily gain in the last six sessions, was boosted by technology heavyweights, including Apple , Alphabet , and <a href=\"https://laohu8.com/S/FB\">Facebook</a>. Tech stocks tend to perform better in a low interest-rate environment.</p>\n<p>Chinese ride-hailing firm Didi Global gained after a media report that the city of Beijing was considering moves that would give state entities control of the company.</p>\n<p>Biotechnology firm Forte Biosciences slumped after its experimental treatment for eczema, a skin disease, failed to meet its main goal.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and Stephen Culp and David French in New York; Editing by Arun Koyyur and Marguerita Choy)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164803577","content_text":"Dismal August jobs report calms taper fears\nLeisure, retail employment disappoint; cruise liners slump\nBanking stocks slide, shrug off jump in bond yields\n\nSept 3 (Reuters) - The Nasdaq closed Friday at a fresh record but Wall Street's main indexes headed into the Labor Day weekend in mixed fashion, reacting to a disappointing U.S. jobs report which raised fears about the pace of economic recovery but weakened the argument for near-term tapering.\nA majority of the 11 S&P sectors ended lower, with the energy and financial indexes among those finishing in the red.\nBanking stocks, which generally perform better when bond yields are higher, dropped even as the benchmark 10-year Treasury yield jumped following the report.\n\"The number's a big disappointment and it's clear the Delta variant had a negative impact on the labor economy this summer,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.\n\"You can tell because leisure and hospitality didn't add any jobs and retail actually lost jobs. Investors will conclude that perhaps this will put the (Federal Reserve) further on hold in terms of the timing of tapering. Markets may be okay with that.\"\nAmong the biggest decliners on the S&P 500 were cruise ship operators, including Norwegian Cruise Line Holdings , Carnival Corp and Royal Caribbean Cruises , whose businesses are highly susceptible to consumer sentiment around travel and COVID-19.\nThe S&P 500 and the Nasdaq had scaled all-time highs over the past few weeks on support from robust corporate earnings, but investors have remained generally cautious as they watch economic indicators and the jump in U.S. infections to see how that might influence the Fed and its tapering plans.\nThe labor market remains the key touchstone for the Fed, with Chair Jerome Powell hinting last week that reaching full employment was a pre-requisite for the central bank to start paring back its asset purchases.\nOn Friday, the Labor Department's closely watched report showed nonfarm payrolls increased by 235,000 jobs in August, widely missing economists' estimate of 750,000. Payrolls had surged 1.05 million in July.\nDespite a number well outside the consensus estimate, the overall reaction of investors was muted, continuing a trend over the last year of a decoupling of significant S&P movement in the wake of a wide miss on the payrolls report.\nUnofficially, the Dow Jones Industrial Average fell 74.47 points, or 0.21%, to 35,369.35, the S&P 500 lost 1.41 points, or 0.03%, to 4,535.54 and the Nasdaq Composite added 32.34 points, or 0.21%, to 15,363.52.\nThe Nasdaq, registering a fifth daily gain in the last six sessions, was boosted by technology heavyweights, including Apple , Alphabet , and Facebook. Tech stocks tend to perform better in a low interest-rate environment.\nChinese ride-hailing firm Didi Global gained after a media report that the city of Beijing was considering moves that would give state entities control of the company.\nBiotechnology firm Forte Biosciences slumped after its experimental treatment for eczema, a skin disease, failed to meet its main goal.\n(Reporting by Shashank Nayar in Bengaluru and Stephen Culp and David French in New York; Editing by Arun Koyyur and Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814632453,"gmtCreate":1630811196672,"gmtModify":1676530399011,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Great news ","listText":"Great news ","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814632453","repostId":"2164808914","repostType":4,"repost":{"id":"2164808914","pubTimestamp":1630777500,"share":"https://ttm.financial/m/news/2164808914?lang=&edition=fundamental","pubTime":"2021-09-05 01:45","market":"us","language":"en","title":"Cathie Wood is pouring millions into these China tech stocks — time to follow?","url":"https://stock-news.laohu8.com/highlight/detail?id=2164808914","media":"MoneyWise","summary":"It’s been a whiplash 2021 for Chinese tech stocks.\nThe Nasdaq Golden Dragon China Index, which track","content":"<p><img src=\"https://static.tigerbbs.com/de23888c2d8d96cf650c99664dbb31b2\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>It’s been a whiplash 2021 for Chinese tech stocks.</p>\n<p>The Nasdaq Golden Dragon China Index, which tracks 98 of the biggest Chinese companies listed in the U.S., hit a record high of 20,688 on Feb. 12. But the index has been walloped since then on concerns that China’s tech sector could soon be facing greater scrutiny and tighter regulations at the hands of the Chinese government.</p>\n<p>Cathie Wood, founder of Ark Invest, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the planet’s most hyped investment management firms, was one of the many investors to dump her Chinese stocks in late July.</p>\n<p>Wood has since returned to the Chinese tech space, bolstering her company's holdings with several notable Chinese stocks.</p>\n<p>Let’s see which stocks received the ace investor's stamp of approval this time around.</p>\n<p><b>JD.com (JD)</b></p>\n<p>Wood made multiple purchases of JD.com stock in August, nabbing 59,000 shares of the e-commerce company to the Ark Fintech Innovation ETF (ARKF) and just under 165,000 for Ark’s Autonomous Technology and Robotics ETF (ARKQ).</p>\n<p>\"I'm not pessimistic about China in the longer run because I think they're a very entrepreneurial society,\" Wood told Bloomberg. \"Sure, the government is putting more rules and regulations in, but I don't think the government wants to stop growth and progress at all.\"</p>\n<p>It’s an interesting take, considering Wood said during a recent Ark webinar with investors that Chinese stocks “probably will remain down.\"</p>\n<p>But Wood obviously sees value in JD.com after the company reported a 26% increase in revenue and a 27% increase in its user base during the second quarter of 2021. It’s stock has risen more than 12% in the past month.</p>\n<p>As one of the largest retailers in China, JD.com provides companies access to one of the world’s largest cohorts of consumers. The firm’s revenue streams are bolstered by offering marketing, analytics, logistics and warehousing and financing services.</p>\n<p><b>Tencent (TCEHY)</b></p>\n<p>On Aug. 16, Ark dumped more than 171,000 shares in Chinese tech conglomerate Tencent. A little more than a week later, Wood snapped up almost 235,000 shares in the company and added them to ARKF. Tencent now makes up 1.24% of ARKF’s holdings.</p>\n<p>It’s been a rough few months for Tencent. The company was recently fined multiple times by the Chinese government for anti-competitive behavior and saw its share price fall by more than 30% in the last six months. Company president Martin Lau recently told investors that he expects government regulators to be quite busy cracking down on the country’s tech sector.</p>\n<p>“It will be coming from all different regulator entities,” Lau said during an Aug. 18 call. “We think that there will be quite a few [new measures] coming out.”</p>\n<p>But Tencent’s exposure to multiple growth industries, including video games, cloud computing and artificial intelligence, make it an intriguing bet for funds like ARKF. Impressive second quarter results — a year over year increase in net profit of 29%, a rise in fintech and business services revenue of 40% — brought investors flocking back to buy Tencent on the dip.</p>\n<p>Since Aug. 19, Tencent stock is up almost 18%.</p>\n<p><b>Pinduoduo (PDD)</b></p>\n<p><img src=\"https://static.tigerbbs.com/62ae26f45f976c695c466b80913ea47e\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Ascannio / Shutterstock</p>\n<p>The largest agriculture-focused tech platform in China, Pinduoduo currently connects about 12 million farmers and distributors directly to consumers. The company recently pledged to invest approximately $1.5 billion into advancing agricultural technology for the country’s farmers.</p>\n<p>Between Pinduoduo’s business model and socially-conscious goals, Ark Invest appears to see a bright future for the company. In four transactions at the end of August, Ark added almost 208,000 shares to ARKF.</p>\n<p>“We believe that Pinduoduo's important role in modernizing China’s agriculture industry and alleviating poverty across Tier 2 and 3 cities is improving its relationship with the Chinese government relative to its competition,” Ark wrote in a note.</p>\n<p>With global demand for food on the rise, it makes sense that Wood would expect an agricultural play to pay off over the long run. But Ark’s investment in Pinduoduo is already paying off: The company’s stock is up almost 16% since Aug. 3.</p>\n<p><b>Unleash your inner Cathie</b></p>\n<p>Whether you see Chinese tech stocks as a short-term value play or a long-term investment in a sector too crucial to be over-regulated, you’ll need to get started somewhere.</p>\n<p>You’re probably already familiar with popular no-fee investment platforms, but there are several other digital platforms you can use to put your money to work.</p>\n<p>One even allows you to invest in a diversified portfolio using little more than the “spare change” left over from your everyday purchases.</p>\n<p>However you choose to invest your money, especially when it comes to volatile assets like Chinese tech stocks, just make sure you’re making an informed decision — one you can afford — and not just chasing the next flash in the pan.</p>","source":"yahoofinance","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>Cathie Wood is pouring millions into these China tech stocks — time to follow?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nCathie Wood is pouring millions into these China tech stocks — time to follow?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 01:45 GMT+8 <a href=https://finance.yahoo.com/news/cathie-wood-pouring-millions-china-174500701.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a whiplash 2021 for Chinese tech stocks.\nThe Nasdaq Golden Dragon China Index, which tracks 98 of the biggest Chinese companies listed in the U.S., hit a record high of 20,688 on Feb. 12. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-pouring-millions-china-174500701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKF":"ARK Fintech Innovation ETF","PDD":"拼多多","JD":"京东","CAAS":"中汽系统"},"source_url":"https://finance.yahoo.com/news/cathie-wood-pouring-millions-china-174500701.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2164808914","content_text":"It’s been a whiplash 2021 for Chinese tech stocks.\nThe Nasdaq Golden Dragon China Index, which tracks 98 of the biggest Chinese companies listed in the U.S., hit a record high of 20,688 on Feb. 12. But the index has been walloped since then on concerns that China’s tech sector could soon be facing greater scrutiny and tighter regulations at the hands of the Chinese government.\nCathie Wood, founder of Ark Invest, one of the planet’s most hyped investment management firms, was one of the many investors to dump her Chinese stocks in late July.\nWood has since returned to the Chinese tech space, bolstering her company's holdings with several notable Chinese stocks.\nLet’s see which stocks received the ace investor's stamp of approval this time around.\nJD.com (JD)\nWood made multiple purchases of JD.com stock in August, nabbing 59,000 shares of the e-commerce company to the Ark Fintech Innovation ETF (ARKF) and just under 165,000 for Ark’s Autonomous Technology and Robotics ETF (ARKQ).\n\"I'm not pessimistic about China in the longer run because I think they're a very entrepreneurial society,\" Wood told Bloomberg. \"Sure, the government is putting more rules and regulations in, but I don't think the government wants to stop growth and progress at all.\"\nIt’s an interesting take, considering Wood said during a recent Ark webinar with investors that Chinese stocks “probably will remain down.\"\nBut Wood obviously sees value in JD.com after the company reported a 26% increase in revenue and a 27% increase in its user base during the second quarter of 2021. It’s stock has risen more than 12% in the past month.\nAs one of the largest retailers in China, JD.com provides companies access to one of the world’s largest cohorts of consumers. The firm’s revenue streams are bolstered by offering marketing, analytics, logistics and warehousing and financing services.\nTencent (TCEHY)\nOn Aug. 16, Ark dumped more than 171,000 shares in Chinese tech conglomerate Tencent. A little more than a week later, Wood snapped up almost 235,000 shares in the company and added them to ARKF. Tencent now makes up 1.24% of ARKF’s holdings.\nIt’s been a rough few months for Tencent. The company was recently fined multiple times by the Chinese government for anti-competitive behavior and saw its share price fall by more than 30% in the last six months. Company president Martin Lau recently told investors that he expects government regulators to be quite busy cracking down on the country’s tech sector.\n“It will be coming from all different regulator entities,” Lau said during an Aug. 18 call. “We think that there will be quite a few [new measures] coming out.”\nBut Tencent’s exposure to multiple growth industries, including video games, cloud computing and artificial intelligence, make it an intriguing bet for funds like ARKF. Impressive second quarter results — a year over year increase in net profit of 29%, a rise in fintech and business services revenue of 40% — brought investors flocking back to buy Tencent on the dip.\nSince Aug. 19, Tencent stock is up almost 18%.\nPinduoduo (PDD)\nAscannio / Shutterstock\nThe largest agriculture-focused tech platform in China, Pinduoduo currently connects about 12 million farmers and distributors directly to consumers. The company recently pledged to invest approximately $1.5 billion into advancing agricultural technology for the country’s farmers.\nBetween Pinduoduo’s business model and socially-conscious goals, Ark Invest appears to see a bright future for the company. In four transactions at the end of August, Ark added almost 208,000 shares to ARKF.\n“We believe that Pinduoduo's important role in modernizing China’s agriculture industry and alleviating poverty across Tier 2 and 3 cities is improving its relationship with the Chinese government relative to its competition,” Ark wrote in a note.\nWith global demand for food on the rise, it makes sense that Wood would expect an agricultural play to pay off over the long run. But Ark’s investment in Pinduoduo is already paying off: The company’s stock is up almost 16% since Aug. 3.\nUnleash your inner Cathie\nWhether you see Chinese tech stocks as a short-term value play or a long-term investment in a sector too crucial to be over-regulated, you’ll need to get started somewhere.\nYou’re probably already familiar with popular no-fee investment platforms, but there are several other digital platforms you can use to put your money to work.\nOne even allows you to invest in a diversified portfolio using little more than the “spare change” left over from your everyday purchases.\nHowever you choose to invest your money, especially when it comes to volatile assets like Chinese tech stocks, just make sure you’re making an informed decision — one you can afford — and not just chasing the next flash in the pan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813290118,"gmtCreate":1630202935634,"gmtModify":1676530242080,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813290118","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","pubTimestamp":1630111098,"share":"https://ttm.financial/m/news/1162964424?lang=&edition=fundamental","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8 <a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819480378,"gmtCreate":1630087432594,"gmtModify":1676530222048,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[{"img":"https://static.tigerbbs.com/90be1ef14ab363699f4395ad6df02bb5","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819480378","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897096240,"gmtCreate":1628861983280,"gmtModify":1676529878203,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Lai liao","listText":"Lai liao","text":"Lai liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897096240","repostId":"894766029","repostType":1,"repost":{"id":894766029,"gmtCreate":1628858112561,"gmtModify":1676529876730,"author":{"id":"3555069598699884","authorId":"3555069598699884","name":"lineasy2","avatar":"https://static.tigerbbs.com/f77bf9adce864a735aba6dcb7fd248da","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3555069598699884","authorIdStr":"3555069598699884"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>waiting patience","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>waiting patience","text":"$Moderna, Inc.(MRNA)$waiting patience","images":[{"img":"https://static.tigerbbs.com/18da5ceefb7ea7c7c97b13888b90f0a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894766029","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808235664,"gmtCreate":1627592261958,"gmtModify":1703492862946,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term? ","listText":"Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term? ","text":"Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808235664","repostId":"2155901523","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177689272,"gmtCreate":1627209392196,"gmtModify":1703485585185,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Buy blue chips and hold","listText":"Buy blue chips and hold","text":"Buy blue chips and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177689272","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8 <a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177689920,"gmtCreate":1627209357160,"gmtModify":1703485584191,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177689920","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV 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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8 <a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177680730,"gmtCreate":1627209293720,"gmtModify":1703485584522,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Hopefully travel to other countries can resume soon","listText":"Hopefully travel to other countries can resume soon","text":"Hopefully travel to other countries can resume soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177680730","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174353621,"gmtCreate":1627081680363,"gmtModify":1703483786688,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon ","listText":"To the moon ","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174353621","repostId":"1155094371","repostType":4,"repost":{"id":"1155094371","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":1627047356,"share":"https://ttm.financial/m/news/1155094371?lang=&edition=fundamental","pubTime":"2021-07-23 21:35","market":"us","language":"en","title":"US stocks open higher on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1155094371","media":"Tiger Newspress","summary":"(July 23) US stocks open higher on Friday.\n\n China stocks plunged.\nUS big tech stocks rose, Facebook","content":"<p>(July 23) US stocks open higher on Friday.</p>\n<ul>\n <li> China stocks plunged.</li>\n <li>US big tech stocks rose, Facebook rose over 2%, reaching record high.</li>\n <li>Nio stock falls after shareholders file to sell off their stakes.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11200a7203669567f15c790caf068f3c\" tg-width=\"375\" tg-height=\"772\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e4120b786ba569fcef818d3140d1028\" tg-width=\"371\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/414e2c0bbd13f604e8a3aa78e542f33a\" tg-width=\"903\" tg-height=\"542\" width=\"100%\" height=\"auto\"></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>US stocks open higher on Friday</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; 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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\">\nUS stocks open higher on Friday\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\">2021-07-23 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 23) US stocks open higher on Friday.</p>\n<ul>\n <li> China stocks plunged.</li>\n <li>US big tech stocks rose, Facebook rose over 2%, reaching record high.</li>\n <li>Nio stock falls after shareholders file to sell off their stakes.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/11200a7203669567f15c790caf068f3c\" tg-width=\"375\" tg-height=\"772\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e4120b786ba569fcef818d3140d1028\" tg-width=\"371\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/414e2c0bbd13f604e8a3aa78e542f33a\" tg-width=\"903\" tg-height=\"542\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155094371","content_text":"(July 23) US stocks open higher on Friday.\n\n China stocks plunged.\nUS big tech stocks rose, Facebook rose over 2%, reaching record high.\nNio stock falls after shareholders file to sell off their stakes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":880613118,"gmtCreate":1631054447534,"gmtModify":1676530451523,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Nio, tesla are the next shares to buy. Ev is the future","listText":"Nio, tesla are the next shares to buy. Ev is the future","text":"Nio, tesla are the next shares to buy. Ev is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/880613118","repostId":"1140893024","repostType":4,"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817829091,"gmtCreate":1630933115613,"gmtModify":1676530423479,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Intel to the moon","listText":"Intel to the moon","text":"Intel to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817829091","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145369154,"gmtCreate":1626190202678,"gmtModify":1703755282146,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145369154","repostId":"1120348548","repostType":4,"repost":{"id":"1120348548","pubTimestamp":1626189294,"share":"https://ttm.financial/m/news/1120348548?lang=&edition=fundamental","pubTime":"2021-07-13 23:14","market":"us","language":"en","title":"Netflix extends deals with Universal and Shonda Rimes; eyes boosting live events","url":"https://stock-news.laohu8.com/highlight/detail?id=1120348548","media":"seekingalpha","summary":"Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NAS","content":"<ul>\n <li>Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NASDAQ:CMCSA)Universal Filmed Entertainment Group under a new agreement, according to Variety.</li>\n <li>The agreement is reported to be a multi-year licensing deal and gives Netflix a window to stream upcoming animated films such as<i>Puss in Boots: The Last Wish</i>or<i>The Bad Guys</i> after a four month stint on Peacock. The new agreement builds upon Netflix's pre-existing Illumination output deal with Universal.</li>\n <li>Elsewhere in Netflix world, the company also inked a content extension deal with Shonda Rhimes for five years in a contract expected to be in the hundreds of millions.</li>\n <li>The streaming giant is also expected to continue building on its initial foray into live events, including a Bridgerton ball show scheduled for the fall.</li>\n <li>The flurry of Netflix news arrives with earnings due out next week. Netflix has topped revenue estimates in six straight quarters, but hasmissed EPS estimates in four of the last five quarters.</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>Netflix extends deals with Universal and Shonda Rimes; eyes boosting live events</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\">\nNetflix extends deals with Universal and Shonda Rimes; eyes boosting live events\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 23:14 GMT+8 <a href=https://seekingalpha.com/news/3714776-netflix-extends-deals-with-universal-and-shonda-rimes-eyes-boosting-live-events><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NASDAQ:CMCSA)Universal Filmed Entertainment Group under a new agreement, according to Variety.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3714776-netflix-extends-deals-with-universal-and-shonda-rimes-eyes-boosting-live-events\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3714776-netflix-extends-deals-with-universal-and-shonda-rimes-eyes-boosting-live-events","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1120348548","content_text":"Netflix(NFLX+0.4%)will land exclusive streaming rights for animated feature films from Comcast's(NASDAQ:CMCSA)Universal Filmed Entertainment Group under a new agreement, according to Variety.\nThe agreement is reported to be a multi-year licensing deal and gives Netflix a window to stream upcoming animated films such asPuss in Boots: The Last WishorThe Bad Guys after a four month stint on Peacock. The new agreement builds upon Netflix's pre-existing Illumination output deal with Universal.\nElsewhere in Netflix world, the company also inked a content extension deal with Shonda Rhimes for five years in a contract expected to be in the hundreds of millions.\nThe streaming giant is also expected to continue building on its initial foray into live events, including a Bridgerton ball show scheduled for the fall.\nThe flurry of Netflix news arrives with earnings due out next week. Netflix has topped revenue estimates in six straight quarters, but hasmissed EPS estimates in four of the last five quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178306383,"gmtCreate":1626786848842,"gmtModify":1703765136426,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178306383","repostId":"1144099744","repostType":4,"repost":{"id":"1144099744","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626784245,"share":"https://ttm.financial/m/news/1144099744?lang=&edition=fundamental","pubTime":"2021-07-20 20:30","market":"us","language":"en","title":"Tesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1144099744","media":"Benzinga","summary":"Tesla Inc and local electric vehicle rivals such asNio Inc are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.What Happened:Chinese electric vehicle makers such as Nio,Xpeng Inc,Li Auto Inc andBYD Co along with Teslareported robust delivery numbersin June.Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon","content":"<p><b>Tesla Inc</b>(NASDAQ:TSLA) and local electric vehicle rivals such as<b>Nio Inc</b>(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.</p>\n<p><b>What Happened:</b>Chinese electric vehicle makers such as Nio,<b>Xpeng Inc</b>(NYSE:XPEV),<b>Li Auto Inc</b>(NASDAQ:LI) and<b>BYD Co</b>(OTC:BYDDY) along with Teslareported robust delivery numbersin June.</p>\n<p>Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.</p>\n<p>Zhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.</p>\n<p><b>Why It Matters:</b>Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.</p>\n<p><img src=\"https://static.tigerbbs.com/955b414508f48ef07615be308fe8be84\" tg-width=\"593\" tg-height=\"485\" width=\"100%\" height=\"auto\">Tesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.</p>\n<p><b>Ford Motor Co</b>(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.</p>\n<p><b>Price Action:</b>Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.</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>Tesla, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts</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, Local Rivals Nio, Xpeng, Li Growing Together, Not Cutting Each Other's Market Share, Say Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-20 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Tesla Inc</b>(NASDAQ:TSLA) and local electric vehicle rivals such as<b>Nio Inc</b>(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.</p>\n<p><b>What Happened:</b>Chinese electric vehicle makers such as Nio,<b>Xpeng Inc</b>(NYSE:XPEV),<b>Li Auto Inc</b>(NASDAQ:LI) and<b>BYD Co</b>(OTC:BYDDY) along with Teslareported robust delivery numbersin June.</p>\n<p>Tesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.</p>\n<p>Zhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.</p>\n<p><b>Why It Matters:</b>Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.</p>\n<p><img src=\"https://static.tigerbbs.com/955b414508f48ef07615be308fe8be84\" tg-width=\"593\" tg-height=\"485\" width=\"100%\" height=\"auto\">Tesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.</p>\n<p><b>Ford Motor Co</b>(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.</p>\n<p><b>Price Action:</b>Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144099744","content_text":"Tesla Inc(NASDAQ:TSLA) and local electric vehicle rivals such asNio Inc(NYSE:NIO) are growing the electric vehicle segment together in China and not eating into each other's market share, Zhongtai Securities analysts said, asreported by cnEVpost.\nWhat Happened:Chinese electric vehicle makers such as Nio,Xpeng Inc(NYSE:XPEV),Li Auto Inc(NASDAQ:LI) andBYD Co(OTC:BYDDY) along with Teslareported robust delivery numbersin June.\nTesla has stepped up the competition in Chinaafter introducinga lower-priced Model Y variant. The strategy has paid off as the Elon Musk-led company has reportedly secured a flood of orders but raised fears of doom and gloom for China's new carmakers.\nZhongtai Securities analyst sees the move as overblown as China's new carmakers are competing differently both in terms of demand and pricing.\nWhy It Matters:Tesla has introduced a more affordable variant of electric mid-size SUV Model Y in China, which qualifies for a subsidy as well as it is sold under RMB 300,000 ($46,000), the benchmark. Deliveries are expected to begin in August.\nTesla’s biggest rival Nio at the moment operates a portfolio that is more expensive and not eligible for the subsidies as they are all priced over the RMB 300,000 limit.\nFord Motor Co(NYSE:F) too hasadded another variantof its all-electric sports utility vehicle Mustang Mach-E in China for under RMB 300,000 ($46,000), thus qualifying it for state-led subsidies.\nPrice Action:Tesla shares closed 0.31% higher at $646.22 on Monday. Nio closed 1.29% higher at $43.35.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148151771,"gmtCreate":1625962607693,"gmtModify":1703751185048,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/148151771","repostId":"2150053623","repostType":4,"repost":{"id":"2150053623","pubTimestamp":1625883910,"share":"https://ttm.financial/m/news/2150053623?lang=&edition=fundamental","pubTime":"2021-07-10 10:25","market":"us","language":"en","title":"A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150053623","media":"MarketWatch","summary":"Investors must decide whether they believe stalling economic growth is a bigger threat than an infla","content":"<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge</p>\n<p><img src=\"https://static.tigerbbs.com/32ec205cf1616aaba5573cc40240a899\" tg-width=\"1260\" tg-height=\"876\"></p>\n<p>Fears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right <a href=\"https://laohu8.com/S/AONE.U\">one</a> ?</p>\n<p>A Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.</p>\n<p>What changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.</p>\n<p>The first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.</p>\n<p>\"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"</p>\n<p>The real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.</p>\n<p>But analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .</p>\n<p>That Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .</p>\n<p>One casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.</p>\n<p>\"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.</p>\n<p>Sectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.</p>\n<p>Jones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.</p>\n<p>At the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.</p>\n<p>That sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.</p>\n<p>In particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.</p>\n<p>Investors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.</p>\n<p>And then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.</p>\n<p>\"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.</p>\n<p>Goodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.</p>\n<p>The best response, however, may be a little bit of both, Goodwin said.</p>\n<p>Reflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.</p>\n<p>At the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.</p>\n<p>Investors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?</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\">\nA crazy week for U.S. stocks came with a change in the market narrative -- should investors believe it?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 10:25 GMT+8 <a href=https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge\n\nFears of runaway inflation have been swapped for worries about a rapid slowdown in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/a-crazy-week-for-u-s-stocks-came-with-a-change-in-the-market-narrative-should-investors-believe-it-11625865324?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150053623","content_text":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge\n\nFears of runaway inflation have been swapped for worries about a rapid slowdown in global economic growth -- and that made for one very long, holiday-shortened week for U.S. investors -- but is this new narrative the right one ?\nA Treasury debt rally became a buying frenzy , sending long-term yields sharply lower. That took any remaining wind out of the sails of the so-called reflation trade, which had favored shares of more cyclically sensitive companies expected to benefit the most from rising prices and accelerating economic growth.\nWhat changed? There are three important elements to the shift in the market narrative, said Lauren Goodwin, economist and portfolio strategist at New York Life Investments, which has $605 billion in assets under management.\nThe first is a perceived change in the way the Federal Reserve reacts to data, with investors no longer looking for policy makers to be as tolerant of economic overheating and rising inflation as previously thought, she said. The second is that while economic growth is expected to remain strong, the pace of growth is expected to have peaked . Third, there are worries the spread of the delta and other variants of the coronavirus that causes COVID-19 could force a renewed round of restrictions that will weigh on global economic activity.\n\"Together, that's a very different consensus market narrative than we had a few weeks ago, when the focus was all about stimulus and overheating,\" Goodwin said, in a phone interview, noting that investors must now ask: \"Is this new narrative the right one?\"\nThe real pain in the past week was in the Treasury market, where a rally drove long-term yields sharply lower and prices higher. Much of that rally was attributed to forced short covering by Treasury bears, who had feared inflation, creating something of a feeding frenzy, driving the 10-year yield to a five-month low below 1.25% on Thursday before finally relenting.\nBut analysts said the move, at least in part, also reflected legitimate concerns over the global economic growth outlook .\nThat Thursday dive in yields, and accompanying growth fears, triggered a broad stock-market selloff that saw the S&P 500 and Nasdaq Composite retreat from all-time highs, while the Dow Jones Industrial Average shed more than 500 points at its session low. Stocks trimmed losses by the close and then pushed higher Friday, with all three major indexes finishing at records .\nOne casualty was the stock market reflation trade. The small-cap Russell 2000 index RUT (#phrase-company?ref=COMPANY%7CRUT;onlineSignificance=passing-mention) fell 1.1% for a second straight week of losses, while the tech-heavy Nasdaq-100 saw a 0.4% weekly rise. Value stocks underperformed, with the Russell 1000 Value Index falling 0.3%, while the Russell 1000 Growth Index rose 1%.\n\"The 'reflation' and 'rotation' trades -- associated with optimism about rapid, broad-based economic recovery from the pandemic and higher inflation -- has arguably been flagging since as long ago as the end of the first quarter, but clearly took another hit this week,\" said Oliver Jones, senior markets economist at research firm Capital Economics, in a Friday note.\nSectors, like energy and financials, and factors, such as value, that benefited most from the reflation/rotation narrative have underperformed, he noted.\nJones argued that it makes sense for optimism about the U.S. economic recovery to top out as supply constraints bite into activity. And global growth expectations may also see pressure, with China's economy likely to continue to disappoint.\nAt the same time, the U.S. economy remains on track for a very strong recovery in absolute terms, far exceeding the one that followed the global financial crisis of 2008. And core inflation in the U.S. may prove somewhat more persistent than anticipated, he argued.\nThat sets the stage for a scenario in which \"the rotation/reflation trade label may become progressively less useful in the coming quarters,\" he said.\nIn particular, parts of the trade, including rapid gains in most stock markets and outperformance by energy companies is likely over for now, he said, while the drop in Treasury yields is probably an \"overreaction\" given the path of growth and inflation in the U.S.\nInvestors will get a look at evidence on both the inflation and growth front in the coming week. The June consumer-price index is set for release Tuesday, while a producer-price reading is set for Wednesday. A raft of other economic data is due over the course of the week, including June retail sales figures on Friday.\nAnd then there's the start of the corporate earnings reporting season, which is expected to offer another peak as profits roared in the second quarter relative to the early days of the pandemic last year.\n\"With earnings season kicking off next week, the bar is set quite high and corporate America better produce another stellar quarter or there could be some disappointed bulls,\" said Ryan Detrick, chief market strategist at LPL Financial, after Friday's record close.\nGoodwin said the choice for investors boils down to either leaning into the old narrative that benefits cyclical stocks and shorter duration assets or the new one that expects economic growth to prove more sluggish and anemic, much as it was before the pandemic, favoring growth stocks and defensive sectors.\nThe best response, however, may be a little bit of both, Goodwin said.\nReflation likely still has some room to run in the near term. Distribution of child tax credit payments will begin later this month, while labor shortages may be alleviated in coming months as children return to school and additional unemployment benefits expire, she said, while consumers are sitting on sizable savings.\nAt the same time, growth and inflation are peaking, she said, and valuations are stretched across asset classes. While still maintaining a cyclical tilt, the changing backdrop calls for a more balanced approach to portfolios, she said.\nInvestors need to look closely at sectors and individual companies that can leverage changing trends and pass rising prices on to consumers, she said, in a more selective environment rather than one in which a rising tide raises all boats.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583568085402852","authorId":"3583568085402852","name":"IsaacYap90","avatar":"https://static.tigerbbs.com/40f66d0266826bb209ee22688d7bbde5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583568085402852","authorIdStr":"3583568085402852"},"content":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge","text":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge","html":"Investors must decide whether they believe stalling economic growth is a bigger threat than an inflation surge"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880613770,"gmtCreate":1631054473890,"gmtModify":1676530451530,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Undervalued stock. Buy and hold ","listText":"Undervalued stock. Buy and hold ","text":"Undervalued stock. Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880613770","repostId":"2165354124","repostType":4,"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814635911,"gmtCreate":1630811226733,"gmtModify":1676530399019,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Excellent!!","listText":"Excellent!!","text":"Excellent!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814635911","repostId":"2164803577","repostType":4,"repost":{"id":"2164803577","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1630699233,"share":"https://ttm.financial/m/news/2164803577?lang=&edition=fundamental","pubTime":"2021-09-04 04:00","market":"us","language":"en","title":"Tech lifts Nasdaq to record close but Wall Street mixed on jobs report","url":"https://stock-news.laohu8.com/highlight/detail?id=2164803577","media":"Reuters","summary":"Dismal August jobs report calms taper fears\nLeisure, retail employment disappoint; cruise liners slu","content":"<ul>\n <li>Dismal August jobs report calms taper fears</li>\n <li>Leisure, retail employment disappoint; cruise liners slump</li>\n <li>Banking stocks slide, shrug off jump in bond yields</li>\n</ul>\n<p>Sept 3 (Reuters) - The Nasdaq closed Friday at a fresh record but Wall Street's main indexes headed into the Labor Day weekend in mixed fashion, reacting to a disappointing U.S. jobs report which raised fears about the pace of economic recovery but weakened the argument for near-term tapering.</p>\n<p>A majority of the 11 S&P sectors ended lower, with the energy and financial indexes among those finishing in the red.</p>\n<p>Banking stocks, which generally perform better when bond yields are higher, dropped even as the benchmark 10-year Treasury yield jumped following the report.</p>\n<p>\"The number's a big disappointment and it's clear the Delta variant had a negative impact on the labor economy this summer,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p>\n<p>\"You can tell because leisure and hospitality didn't add any jobs and retail actually lost jobs. Investors will conclude that perhaps this will put the (Federal Reserve) further on hold in terms of the timing of tapering. Markets may be okay with that.\"</p>\n<p>Among the biggest decliners on the S&P 500 were cruise ship operators, including Norwegian Cruise Line Holdings , Carnival Corp and Royal Caribbean Cruises , whose businesses are highly susceptible to consumer sentiment around travel and COVID-19.</p>\n<p>The S&P 500 and the Nasdaq had scaled all-time highs over the past few weeks on support from robust corporate earnings, but investors have remained generally cautious as they watch economic indicators and the jump in U.S. infections to see how that might influence the Fed and its tapering plans.</p>\n<p>The labor market remains the key touchstone for the Fed, with Chair Jerome Powell hinting last week that reaching full employment was a pre-requisite for the central bank to start paring back its asset purchases.</p>\n<p>On Friday, the Labor Department's closely watched report showed nonfarm payrolls increased by 235,000 jobs in August, widely missing economists' estimate of 750,000. Payrolls had surged 1.05 million in July.</p>\n<p>Despite a number well outside the consensus estimate, the overall reaction of investors was muted, continuing a trend over the last year of a decoupling of significant S&P movement in the wake of a wide miss on the payrolls report.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 74.47 points, or 0.21%, to 35,369.35, the S&P 500 lost 1.41 points, or 0.03%, to 4,535.54 and the Nasdaq Composite added 32.34 points, or 0.21%, to 15,363.52.</p>\n<p>The Nasdaq, registering a fifth daily gain in the last six sessions, was boosted by technology heavyweights, including Apple , Alphabet , and <a href=\"https://laohu8.com/S/FB\">Facebook</a>. Tech stocks tend to perform better in a low interest-rate environment.</p>\n<p>Chinese ride-hailing firm Didi Global gained after a media report that the city of Beijing was considering moves that would give state entities control of the company.</p>\n<p>Biotechnology firm Forte Biosciences slumped after its experimental treatment for eczema, a skin disease, failed to meet its main goal.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and Stephen Culp and David French in New York; Editing by Arun Koyyur and Marguerita Choy)</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>Tech lifts Nasdaq to record close but Wall Street mixed on jobs 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech lifts Nasdaq to record close but Wall Street mixed on jobs report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-04 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Dismal August jobs report calms taper fears</li>\n <li>Leisure, retail employment disappoint; cruise liners slump</li>\n <li>Banking stocks slide, shrug off jump in bond yields</li>\n</ul>\n<p>Sept 3 (Reuters) - The Nasdaq closed Friday at a fresh record but Wall Street's main indexes headed into the Labor Day weekend in mixed fashion, reacting to a disappointing U.S. jobs report which raised fears about the pace of economic recovery but weakened the argument for near-term tapering.</p>\n<p>A majority of the 11 S&P sectors ended lower, with the energy and financial indexes among those finishing in the red.</p>\n<p>Banking stocks, which generally perform better when bond yields are higher, dropped even as the benchmark 10-year Treasury yield jumped following the report.</p>\n<p>\"The number's a big disappointment and it's clear the Delta variant had a negative impact on the labor economy this summer,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.</p>\n<p>\"You can tell because leisure and hospitality didn't add any jobs and retail actually lost jobs. Investors will conclude that perhaps this will put the (Federal Reserve) further on hold in terms of the timing of tapering. Markets may be okay with that.\"</p>\n<p>Among the biggest decliners on the S&P 500 were cruise ship operators, including Norwegian Cruise Line Holdings , Carnival Corp and Royal Caribbean Cruises , whose businesses are highly susceptible to consumer sentiment around travel and COVID-19.</p>\n<p>The S&P 500 and the Nasdaq had scaled all-time highs over the past few weeks on support from robust corporate earnings, but investors have remained generally cautious as they watch economic indicators and the jump in U.S. infections to see how that might influence the Fed and its tapering plans.</p>\n<p>The labor market remains the key touchstone for the Fed, with Chair Jerome Powell hinting last week that reaching full employment was a pre-requisite for the central bank to start paring back its asset purchases.</p>\n<p>On Friday, the Labor Department's closely watched report showed nonfarm payrolls increased by 235,000 jobs in August, widely missing economists' estimate of 750,000. Payrolls had surged 1.05 million in July.</p>\n<p>Despite a number well outside the consensus estimate, the overall reaction of investors was muted, continuing a trend over the last year of a decoupling of significant S&P movement in the wake of a wide miss on the payrolls report.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 74.47 points, or 0.21%, to 35,369.35, the S&P 500 lost 1.41 points, or 0.03%, to 4,535.54 and the Nasdaq Composite added 32.34 points, or 0.21%, to 15,363.52.</p>\n<p>The Nasdaq, registering a fifth daily gain in the last six sessions, was boosted by technology heavyweights, including Apple , Alphabet , and <a href=\"https://laohu8.com/S/FB\">Facebook</a>. Tech stocks tend to perform better in a low interest-rate environment.</p>\n<p>Chinese ride-hailing firm Didi Global gained after a media report that the city of Beijing was considering moves that would give state entities control of the company.</p>\n<p>Biotechnology firm Forte Biosciences slumped after its experimental treatment for eczema, a skin disease, failed to meet its main goal.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and Stephen Culp and David French in New York; Editing by Arun Koyyur and Marguerita Choy)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164803577","content_text":"Dismal August jobs report calms taper fears\nLeisure, retail employment disappoint; cruise liners slump\nBanking stocks slide, shrug off jump in bond yields\n\nSept 3 (Reuters) - The Nasdaq closed Friday at a fresh record but Wall Street's main indexes headed into the Labor Day weekend in mixed fashion, reacting to a disappointing U.S. jobs report which raised fears about the pace of economic recovery but weakened the argument for near-term tapering.\nA majority of the 11 S&P sectors ended lower, with the energy and financial indexes among those finishing in the red.\nBanking stocks, which generally perform better when bond yields are higher, dropped even as the benchmark 10-year Treasury yield jumped following the report.\n\"The number's a big disappointment and it's clear the Delta variant had a negative impact on the labor economy this summer,\" said Michael Arone, chief investment strategist at State Street Global Advisors in Boston.\n\"You can tell because leisure and hospitality didn't add any jobs and retail actually lost jobs. Investors will conclude that perhaps this will put the (Federal Reserve) further on hold in terms of the timing of tapering. Markets may be okay with that.\"\nAmong the biggest decliners on the S&P 500 were cruise ship operators, including Norwegian Cruise Line Holdings , Carnival Corp and Royal Caribbean Cruises , whose businesses are highly susceptible to consumer sentiment around travel and COVID-19.\nThe S&P 500 and the Nasdaq had scaled all-time highs over the past few weeks on support from robust corporate earnings, but investors have remained generally cautious as they watch economic indicators and the jump in U.S. infections to see how that might influence the Fed and its tapering plans.\nThe labor market remains the key touchstone for the Fed, with Chair Jerome Powell hinting last week that reaching full employment was a pre-requisite for the central bank to start paring back its asset purchases.\nOn Friday, the Labor Department's closely watched report showed nonfarm payrolls increased by 235,000 jobs in August, widely missing economists' estimate of 750,000. Payrolls had surged 1.05 million in July.\nDespite a number well outside the consensus estimate, the overall reaction of investors was muted, continuing a trend over the last year of a decoupling of significant S&P movement in the wake of a wide miss on the payrolls report.\nUnofficially, the Dow Jones Industrial Average fell 74.47 points, or 0.21%, to 35,369.35, the S&P 500 lost 1.41 points, or 0.03%, to 4,535.54 and the Nasdaq Composite added 32.34 points, or 0.21%, to 15,363.52.\nThe Nasdaq, registering a fifth daily gain in the last six sessions, was boosted by technology heavyweights, including Apple , Alphabet , and Facebook. Tech stocks tend to perform better in a low interest-rate environment.\nChinese ride-hailing firm Didi Global gained after a media report that the city of Beijing was considering moves that would give state entities control of the company.\nBiotechnology firm Forte Biosciences slumped after its experimental treatment for eczema, a skin disease, failed to meet its main goal.\n(Reporting by Shashank Nayar in Bengaluru and Stephen Culp and David French in New York; Editing by Arun Koyyur and Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141657468,"gmtCreate":1625871446854,"gmtModify":1703750061477,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141657468","repostId":"1173679159","repostType":4,"repost":{"id":"1173679159","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":1625842396,"share":"https://ttm.financial/m/news/1173679159?lang=&edition=fundamental","pubTime":"2021-07-09 22:53","market":"us","language":"en","title":"Apple shares surges 1.4%,climbing to a new record high.","url":"https://stock-news.laohu8.com/highlight/detail?id=1173679159","media":"Tiger Newspress","summary":"Apple shares surges 1.4%,climbing to a new record high.","content":"<p>Apple shares surges 1.4%,climbing to a new record high.</p>\n<p><img src=\"https://static.tigerbbs.com/4ec1879e2b236e7f57fd94e6811ef06e\" tg-width=\"792\" tg-height=\"628\" 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>Apple shares surges 1.4%,climbing to a new record high.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares surges 1.4%,climbing to a new record high.\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\">2021-07-09 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares surges 1.4%,climbing to a new record high.</p>\n<p><img src=\"https://static.tigerbbs.com/4ec1879e2b236e7f57fd94e6811ef06e\" tg-width=\"792\" tg-height=\"628\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173679159","content_text":"Apple shares surges 1.4%,climbing to a new record high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146273109,"gmtCreate":1626086731401,"gmtModify":1703753047350,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146273109","repostId":"1106315388","repostType":4,"repost":{"id":"1106315388","pubTimestamp":1626081956,"share":"https://ttm.financial/m/news/1106315388?lang=&edition=fundamental","pubTime":"2021-07-12 17:25","market":"fut","language":"en","title":"Oil Slips Following Two-Day Gain With Demand Outlook in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1106315388","media":"Bloomberg","summary":"(Bloomberg) -- Oil dipped after a two-day gain as investors assessed the demand outlook amid a Covid","content":"<p>(Bloomberg) -- Oil dipped after a two-day gain as investors assessed the demand outlook amid a Covid-19 resurgence in many regions.</p>\n<p>Futures in New York fell below $74 a barrel after rising more than 2% on Friday. The rollout of vaccines and rebound in economic activity across major economies, particularly the U.S., has underpinned increasing fuel consumption. The spread of the highly infectious delta variant of the virus and uncertainty over supply from the OPEC+ alliance are clouding the outlook, however.</p>\n<p>There are also signs that China’s rebound is slowing. It’s economy was always expected to descend from the heights hit during its initial rebound, but economists say the softening has come sooner than expected.</p>\n<p>Oil’s upward momentum was interrupted last week after an OPEC+ meeting on output levels was abandoned. Crude capped its first weekly loss since May -- despite an end-of-week rally -- with the stalemate raising concern the group’s unity may fracture and lead to a price war. The alliance had been widely expected to restore more of the production sidelined during the pandemic</p>\n<p>“There is some weaker Chinese data but also the rise of the delta variant in Europe is causing some doubts on the demand recovery,” said Hans van Cleef, senior energy economist at ABN Amro. There’s also the question of whether OPEC+ will find a solution and potentially increase production, he said.</p>\n<p>The International Energy Agency will provide investors with a snapshot of the market on Tuesday with the release of its monthly report, while OPEC will also release its monthly report on Thursday.</p>\n<p>The market’s bullish structure has eased slightly on the OPEC+ uncertainty. The prompt timespread for Brent was 82 cents a barrel in backwardation -- where near-dated contracts are more expensive than later-dated ones. That compares with 99 cents a week earlier.</p>\n<p>The coronavirus remains a constant source of concern. The U.S. reported the most cases since mid-May as delta takes hold in less vaccinated areas. French officials warned of a new wave, while U.K. Prime Minister Boris Johnson will warn people to stay vigilant as he prepares to lift virtually all remaining restrictions in England. In Asia, Indonesia is in the throes of a major outbreak and case numbers are also high in Thailand and Malaysia.</p>","source":"lsy1612507957220","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>Oil Slips Following Two-Day Gain With Demand Outlook in Focus</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\">\nOil Slips Following Two-Day Gain With Demand Outlook in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 17:25 GMT+8 <a href=https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Oil dipped after a two-day gain as investors assessed the demand outlook amid a Covid-19 resurgence in many regions.\nFutures in New York fell below $74 a barrel after rising more than ...</p>\n\n<a href=\"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106315388","content_text":"(Bloomberg) -- Oil dipped after a two-day gain as investors assessed the demand outlook amid a Covid-19 resurgence in many regions.\nFutures in New York fell below $74 a barrel after rising more than 2% on Friday. The rollout of vaccines and rebound in economic activity across major economies, particularly the U.S., has underpinned increasing fuel consumption. The spread of the highly infectious delta variant of the virus and uncertainty over supply from the OPEC+ alliance are clouding the outlook, however.\nThere are also signs that China’s rebound is slowing. It’s economy was always expected to descend from the heights hit during its initial rebound, but economists say the softening has come sooner than expected.\nOil’s upward momentum was interrupted last week after an OPEC+ meeting on output levels was abandoned. Crude capped its first weekly loss since May -- despite an end-of-week rally -- with the stalemate raising concern the group’s unity may fracture and lead to a price war. The alliance had been widely expected to restore more of the production sidelined during the pandemic\n“There is some weaker Chinese data but also the rise of the delta variant in Europe is causing some doubts on the demand recovery,” said Hans van Cleef, senior energy economist at ABN Amro. There’s also the question of whether OPEC+ will find a solution and potentially increase production, he said.\nThe International Energy Agency will provide investors with a snapshot of the market on Tuesday with the release of its monthly report, while OPEC will also release its monthly report on Thursday.\nThe market’s bullish structure has eased slightly on the OPEC+ uncertainty. The prompt timespread for Brent was 82 cents a barrel in backwardation -- where near-dated contracts are more expensive than later-dated ones. That compares with 99 cents a week earlier.\nThe coronavirus remains a constant source of concern. The U.S. reported the most cases since mid-May as delta takes hold in less vaccinated areas. French officials warned of a new wave, while U.K. Prime Minister Boris Johnson will warn people to stay vigilant as he prepares to lift virtually all remaining restrictions in England. In Asia, Indonesia is in the throes of a major outbreak and case numbers are also high in Thailand and Malaysia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141654877,"gmtCreate":1625871332499,"gmtModify":1703750059767,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141654877","repostId":"1173679159","repostType":4,"repost":{"id":"1173679159","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":1625842396,"share":"https://ttm.financial/m/news/1173679159?lang=&edition=fundamental","pubTime":"2021-07-09 22:53","market":"us","language":"en","title":"Apple shares surges 1.4%,climbing to a new record high.","url":"https://stock-news.laohu8.com/highlight/detail?id=1173679159","media":"Tiger Newspress","summary":"Apple shares surges 1.4%,climbing to a new record high.","content":"<p>Apple shares surges 1.4%,climbing to a new record high.</p>\n<p><img src=\"https://static.tigerbbs.com/4ec1879e2b236e7f57fd94e6811ef06e\" tg-width=\"792\" tg-height=\"628\" 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>Apple shares surges 1.4%,climbing to a new record high.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares surges 1.4%,climbing to a new record high.\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\">2021-07-09 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares surges 1.4%,climbing to a new record high.</p>\n<p><img src=\"https://static.tigerbbs.com/4ec1879e2b236e7f57fd94e6811ef06e\" tg-width=\"792\" tg-height=\"628\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173679159","content_text":"Apple shares surges 1.4%,climbing to a new record high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155500093,"gmtCreate":1625443215212,"gmtModify":1703741666447,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Big blow","listText":"Big blow","text":"Big blow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155500093","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889872962,"gmtCreate":1631143556056,"gmtModify":1676530476919,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Buy during retracements ","listText":"Buy during retracements ","text":"Buy during retracements","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/889872962","repostId":"1185415782","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814632453,"gmtCreate":1630811196672,"gmtModify":1676530399011,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Great news ","listText":"Great news ","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/814632453","repostId":"2164808914","repostType":4,"repost":{"id":"2164808914","pubTimestamp":1630777500,"share":"https://ttm.financial/m/news/2164808914?lang=&edition=fundamental","pubTime":"2021-09-05 01:45","market":"us","language":"en","title":"Cathie Wood is pouring millions into these China tech stocks — time to follow?","url":"https://stock-news.laohu8.com/highlight/detail?id=2164808914","media":"MoneyWise","summary":"It’s been a whiplash 2021 for Chinese tech stocks.\nThe Nasdaq Golden Dragon China Index, which track","content":"<p><img src=\"https://static.tigerbbs.com/de23888c2d8d96cf650c99664dbb31b2\" tg-width=\"1800\" tg-height=\"800\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>It’s been a whiplash 2021 for Chinese tech stocks.</p>\n<p>The Nasdaq Golden Dragon China Index, which tracks 98 of the biggest Chinese companies listed in the U.S., hit a record high of 20,688 on Feb. 12. But the index has been walloped since then on concerns that China’s tech sector could soon be facing greater scrutiny and tighter regulations at the hands of the Chinese government.</p>\n<p>Cathie Wood, founder of Ark Invest, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the planet’s most hyped investment management firms, was one of the many investors to dump her Chinese stocks in late July.</p>\n<p>Wood has since returned to the Chinese tech space, bolstering her company's holdings with several notable Chinese stocks.</p>\n<p>Let’s see which stocks received the ace investor's stamp of approval this time around.</p>\n<p><b>JD.com (JD)</b></p>\n<p>Wood made multiple purchases of JD.com stock in August, nabbing 59,000 shares of the e-commerce company to the Ark Fintech Innovation ETF (ARKF) and just under 165,000 for Ark’s Autonomous Technology and Robotics ETF (ARKQ).</p>\n<p>\"I'm not pessimistic about China in the longer run because I think they're a very entrepreneurial society,\" Wood told Bloomberg. \"Sure, the government is putting more rules and regulations in, but I don't think the government wants to stop growth and progress at all.\"</p>\n<p>It’s an interesting take, considering Wood said during a recent Ark webinar with investors that Chinese stocks “probably will remain down.\"</p>\n<p>But Wood obviously sees value in JD.com after the company reported a 26% increase in revenue and a 27% increase in its user base during the second quarter of 2021. It’s stock has risen more than 12% in the past month.</p>\n<p>As one of the largest retailers in China, JD.com provides companies access to one of the world’s largest cohorts of consumers. The firm’s revenue streams are bolstered by offering marketing, analytics, logistics and warehousing and financing services.</p>\n<p><b>Tencent (TCEHY)</b></p>\n<p>On Aug. 16, Ark dumped more than 171,000 shares in Chinese tech conglomerate Tencent. A little more than a week later, Wood snapped up almost 235,000 shares in the company and added them to ARKF. Tencent now makes up 1.24% of ARKF’s holdings.</p>\n<p>It’s been a rough few months for Tencent. The company was recently fined multiple times by the Chinese government for anti-competitive behavior and saw its share price fall by more than 30% in the last six months. Company president Martin Lau recently told investors that he expects government regulators to be quite busy cracking down on the country’s tech sector.</p>\n<p>“It will be coming from all different regulator entities,” Lau said during an Aug. 18 call. “We think that there will be quite a few [new measures] coming out.”</p>\n<p>But Tencent’s exposure to multiple growth industries, including video games, cloud computing and artificial intelligence, make it an intriguing bet for funds like ARKF. Impressive second quarter results — a year over year increase in net profit of 29%, a rise in fintech and business services revenue of 40% — brought investors flocking back to buy Tencent on the dip.</p>\n<p>Since Aug. 19, Tencent stock is up almost 18%.</p>\n<p><b>Pinduoduo (PDD)</b></p>\n<p><img src=\"https://static.tigerbbs.com/62ae26f45f976c695c466b80913ea47e\" tg-width=\"1200\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Ascannio / Shutterstock</p>\n<p>The largest agriculture-focused tech platform in China, Pinduoduo currently connects about 12 million farmers and distributors directly to consumers. The company recently pledged to invest approximately $1.5 billion into advancing agricultural technology for the country’s farmers.</p>\n<p>Between Pinduoduo’s business model and socially-conscious goals, Ark Invest appears to see a bright future for the company. In four transactions at the end of August, Ark added almost 208,000 shares to ARKF.</p>\n<p>“We believe that Pinduoduo's important role in modernizing China’s agriculture industry and alleviating poverty across Tier 2 and 3 cities is improving its relationship with the Chinese government relative to its competition,” Ark wrote in a note.</p>\n<p>With global demand for food on the rise, it makes sense that Wood would expect an agricultural play to pay off over the long run. But Ark’s investment in Pinduoduo is already paying off: The company’s stock is up almost 16% since Aug. 3.</p>\n<p><b>Unleash your inner Cathie</b></p>\n<p>Whether you see Chinese tech stocks as a short-term value play or a long-term investment in a sector too crucial to be over-regulated, you’ll need to get started somewhere.</p>\n<p>You’re probably already familiar with popular no-fee investment platforms, but there are several other digital platforms you can use to put your money to work.</p>\n<p>One even allows you to invest in a diversified portfolio using little more than the “spare change” left over from your everyday purchases.</p>\n<p>However you choose to invest your money, especially when it comes to volatile assets like Chinese tech stocks, just make sure you’re making an informed decision — one you can afford — and not just chasing the next flash in the pan.</p>","source":"yahoofinance","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>Cathie Wood is pouring millions into these China tech stocks — time to follow?</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\">\nCathie Wood is pouring millions into these China tech stocks — time to follow?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 01:45 GMT+8 <a href=https://finance.yahoo.com/news/cathie-wood-pouring-millions-china-174500701.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a whiplash 2021 for Chinese tech stocks.\nThe Nasdaq Golden Dragon China Index, which tracks 98 of the biggest Chinese companies listed in the U.S., hit a record high of 20,688 on Feb. 12. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cathie-wood-pouring-millions-china-174500701.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKF":"ARK Fintech Innovation ETF","PDD":"拼多多","JD":"京东","CAAS":"中汽系统"},"source_url":"https://finance.yahoo.com/news/cathie-wood-pouring-millions-china-174500701.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2164808914","content_text":"It’s been a whiplash 2021 for Chinese tech stocks.\nThe Nasdaq Golden Dragon China Index, which tracks 98 of the biggest Chinese companies listed in the U.S., hit a record high of 20,688 on Feb. 12. But the index has been walloped since then on concerns that China’s tech sector could soon be facing greater scrutiny and tighter regulations at the hands of the Chinese government.\nCathie Wood, founder of Ark Invest, one of the planet’s most hyped investment management firms, was one of the many investors to dump her Chinese stocks in late July.\nWood has since returned to the Chinese tech space, bolstering her company's holdings with several notable Chinese stocks.\nLet’s see which stocks received the ace investor's stamp of approval this time around.\nJD.com (JD)\nWood made multiple purchases of JD.com stock in August, nabbing 59,000 shares of the e-commerce company to the Ark Fintech Innovation ETF (ARKF) and just under 165,000 for Ark’s Autonomous Technology and Robotics ETF (ARKQ).\n\"I'm not pessimistic about China in the longer run because I think they're a very entrepreneurial society,\" Wood told Bloomberg. \"Sure, the government is putting more rules and regulations in, but I don't think the government wants to stop growth and progress at all.\"\nIt’s an interesting take, considering Wood said during a recent Ark webinar with investors that Chinese stocks “probably will remain down.\"\nBut Wood obviously sees value in JD.com after the company reported a 26% increase in revenue and a 27% increase in its user base during the second quarter of 2021. It’s stock has risen more than 12% in the past month.\nAs one of the largest retailers in China, JD.com provides companies access to one of the world’s largest cohorts of consumers. The firm’s revenue streams are bolstered by offering marketing, analytics, logistics and warehousing and financing services.\nTencent (TCEHY)\nOn Aug. 16, Ark dumped more than 171,000 shares in Chinese tech conglomerate Tencent. A little more than a week later, Wood snapped up almost 235,000 shares in the company and added them to ARKF. Tencent now makes up 1.24% of ARKF’s holdings.\nIt’s been a rough few months for Tencent. The company was recently fined multiple times by the Chinese government for anti-competitive behavior and saw its share price fall by more than 30% in the last six months. Company president Martin Lau recently told investors that he expects government regulators to be quite busy cracking down on the country’s tech sector.\n“It will be coming from all different regulator entities,” Lau said during an Aug. 18 call. “We think that there will be quite a few [new measures] coming out.”\nBut Tencent’s exposure to multiple growth industries, including video games, cloud computing and artificial intelligence, make it an intriguing bet for funds like ARKF. Impressive second quarter results — a year over year increase in net profit of 29%, a rise in fintech and business services revenue of 40% — brought investors flocking back to buy Tencent on the dip.\nSince Aug. 19, Tencent stock is up almost 18%.\nPinduoduo (PDD)\nAscannio / Shutterstock\nThe largest agriculture-focused tech platform in China, Pinduoduo currently connects about 12 million farmers and distributors directly to consumers. The company recently pledged to invest approximately $1.5 billion into advancing agricultural technology for the country’s farmers.\nBetween Pinduoduo’s business model and socially-conscious goals, Ark Invest appears to see a bright future for the company. In four transactions at the end of August, Ark added almost 208,000 shares to ARKF.\n“We believe that Pinduoduo's important role in modernizing China’s agriculture industry and alleviating poverty across Tier 2 and 3 cities is improving its relationship with the Chinese government relative to its competition,” Ark wrote in a note.\nWith global demand for food on the rise, it makes sense that Wood would expect an agricultural play to pay off over the long run. But Ark’s investment in Pinduoduo is already paying off: The company’s stock is up almost 16% since Aug. 3.\nUnleash your inner Cathie\nWhether you see Chinese tech stocks as a short-term value play or a long-term investment in a sector too crucial to be over-regulated, you’ll need to get started somewhere.\nYou’re probably already familiar with popular no-fee investment platforms, but there are several other digital platforms you can use to put your money to work.\nOne even allows you to invest in a diversified portfolio using little more than the “spare change” left over from your everyday purchases.\nHowever you choose to invest your money, especially when it comes to volatile assets like Chinese tech stocks, just make sure you’re making an informed decision — one you can afford — and not just chasing the next flash in the pan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808235664,"gmtCreate":1627592261958,"gmtModify":1703492862946,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term? ","listText":"Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term? ","text":"Would it be better to withdraw profits (when it reaches a certain amount) and reinvest again or just buy a stock and hold long term?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/808235664","repostId":"2155901523","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172447055,"gmtCreate":1626989178177,"gmtModify":1703481810894,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/172447055","repostId":"1100978830","repostType":4,"repost":{"id":"1100978830","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":1626961977,"share":"https://ttm.financial/m/news/1100978830?lang=&edition=fundamental","pubTime":"2021-07-22 21:52","market":"us","language":"en","title":"Microsoft rose over 1%, reaching record high","url":"https://stock-news.laohu8.com/highlight/detail?id=1100978830","media":"Tiger Newspress","summary":"(July 22) Microsoft rose over 1%, reaching record high.","content":"<p>(July 22) <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> rose over 1%, reaching record high.</p>\n<p><img src=\"https://static.tigerbbs.com/d3e01b3a96334ab3ef727b20a2606ffb\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p></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>Microsoft rose over 1%, reaching record high</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\">\nMicrosoft rose over 1%, reaching record high\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\">2021-07-22 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 22) <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> rose over 1%, reaching record high.</p>\n<p><img src=\"https://static.tigerbbs.com/d3e01b3a96334ab3ef727b20a2606ffb\" tg-width=\"704\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100978830","content_text":"(July 22) Microsoft rose over 1%, reaching record high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140550906,"gmtCreate":1625666779105,"gmtModify":1703746021224,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Excellent","listText":"Excellent","text":"Excellent","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140550906","repostId":"1136442941","repostType":4,"repost":{"id":"1136442941","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":1625664701,"share":"https://ttm.financial/m/news/1136442941?lang=&edition=fundamental","pubTime":"2021-07-07 21:31","market":"us","language":"en","title":"S&P 500 rises after one-day pause, technology stocks lead gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1136442941","media":"Tiger Newspress","summary":"The S&P 500 rose slightly on Wednesday morning after the S&P 500 ended a seven-day winning streak in","content":"<p>The S&P 500 rose slightly on Wednesday morning after the S&P 500 ended a seven-day winning streak in the previous session.</p>\n<p>Dow Jones Industrial Average fell 26 points. The S&P 500 rose 0.14%. The technology-heavy Nasdaq Composite popped 0.55%.</p>\n<p>With falling rates and concern about peaking economic growth, investors have rediscovered their old Big Tech favorites.AppleandAmazonare both up double digit percentage returns over the past 1 month, far outpacing the S&P 500's 2.8% return. Major technology names like Apple and Google-parent Alphabet rose in premarket trading on Wednesday. Shares of Amazon rose before the bell after the e-commerce giant gained nearly 5% in the previous session.</p>\n<p>Energy stocks were set to gain as oil prices increased. WTI crude touched a 6-year high briefly on Tuesday before retreating.Crudewas back up about 2% on Wednesday. Devon Energy, Occidental Petroleum and APA Corp were higher in premarket trading.</p>\n<p>Bank shares including Goldman Sachs and JPMorgan Chase continued their retreat on Wednesday as long-term bond yields fell further, hurting the industry's profitability prospects. Defying many predictions, the 10-year Treasury yieldfell to 1.306% on Wednesday. Yields on the short-end of the so-called Treasury curve, including 1-year bills and 2-year notes, were flat to higher.</p>\n<p>During the regular session on Tuesday, the 30-stock Dow fell 208 points. The S&P 500 ended the day down by 0.2%, retreating from a record. The Nasdaq Composite rose nearly 0.2% to a fresh all-time high.</p>\n<p>Investors may be worried the economy might be approaching its peak and that a correction could be on the way. In addition to complacency in the market, the combination of profit-margin pressures, inflation fears, Fed tapering and possible higher taxes could contribute to an eventual drawdown, market strategists say.</p>\n<p>Investors will be listening more clues on the direction of the Federal Reserve's monetary policy when it releases its latest meeting minutes Wednesday afternoon, which could be a catalyst for a move in both bonds and stocks.</p>\n<p>The Fed's minutes are expected to be dovish with the central bank looking for progress in the labor market and not worried that recent inflation will become a persistent trend. Slowing down the bond buying would be the Fed's first major retreat from the easy policies it put in place when the economy shut down last year.</p>\n<p>The end of the Fed's $120 billion a month in Treasury and mortgage purchases would also signal that the central bank's next move could be to raise interest rates.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 rises after one-day pause, technology stocks lead gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 rises after one-day pause, technology stocks lead gains\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\">2021-07-07 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The S&P 500 rose slightly on Wednesday morning after the S&P 500 ended a seven-day winning streak in the previous session.</p>\n<p>Dow Jones Industrial Average fell 26 points. The S&P 500 rose 0.14%. The technology-heavy Nasdaq Composite popped 0.55%.</p>\n<p>With falling rates and concern about peaking economic growth, investors have rediscovered their old Big Tech favorites.AppleandAmazonare both up double digit percentage returns over the past 1 month, far outpacing the S&P 500's 2.8% return. Major technology names like Apple and Google-parent Alphabet rose in premarket trading on Wednesday. Shares of Amazon rose before the bell after the e-commerce giant gained nearly 5% in the previous session.</p>\n<p>Energy stocks were set to gain as oil prices increased. WTI crude touched a 6-year high briefly on Tuesday before retreating.Crudewas back up about 2% on Wednesday. Devon Energy, Occidental Petroleum and APA Corp were higher in premarket trading.</p>\n<p>Bank shares including Goldman Sachs and JPMorgan Chase continued their retreat on Wednesday as long-term bond yields fell further, hurting the industry's profitability prospects. Defying many predictions, the 10-year Treasury yieldfell to 1.306% on Wednesday. Yields on the short-end of the so-called Treasury curve, including 1-year bills and 2-year notes, were flat to higher.</p>\n<p>During the regular session on Tuesday, the 30-stock Dow fell 208 points. The S&P 500 ended the day down by 0.2%, retreating from a record. The Nasdaq Composite rose nearly 0.2% to a fresh all-time high.</p>\n<p>Investors may be worried the economy might be approaching its peak and that a correction could be on the way. In addition to complacency in the market, the combination of profit-margin pressures, inflation fears, Fed tapering and possible higher taxes could contribute to an eventual drawdown, market strategists say.</p>\n<p>Investors will be listening more clues on the direction of the Federal Reserve's monetary policy when it releases its latest meeting minutes Wednesday afternoon, which could be a catalyst for a move in both bonds and stocks.</p>\n<p>The Fed's minutes are expected to be dovish with the central bank looking for progress in the labor market and not worried that recent inflation will become a persistent trend. Slowing down the bond buying would be the Fed's first major retreat from the easy policies it put in place when the economy shut down last year.</p>\n<p>The end of the Fed's $120 billion a month in Treasury and mortgage purchases would also signal that the central bank's next move could be to raise interest rates.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136442941","content_text":"The S&P 500 rose slightly on Wednesday morning after the S&P 500 ended a seven-day winning streak in the previous session.\nDow Jones Industrial Average fell 26 points. The S&P 500 rose 0.14%. The technology-heavy Nasdaq Composite popped 0.55%.\nWith falling rates and concern about peaking economic growth, investors have rediscovered their old Big Tech favorites.AppleandAmazonare both up double digit percentage returns over the past 1 month, far outpacing the S&P 500's 2.8% return. Major technology names like Apple and Google-parent Alphabet rose in premarket trading on Wednesday. Shares of Amazon rose before the bell after the e-commerce giant gained nearly 5% in the previous session.\nEnergy stocks were set to gain as oil prices increased. WTI crude touched a 6-year high briefly on Tuesday before retreating.Crudewas back up about 2% on Wednesday. Devon Energy, Occidental Petroleum and APA Corp were higher in premarket trading.\nBank shares including Goldman Sachs and JPMorgan Chase continued their retreat on Wednesday as long-term bond yields fell further, hurting the industry's profitability prospects. Defying many predictions, the 10-year Treasury yieldfell to 1.306% on Wednesday. Yields on the short-end of the so-called Treasury curve, including 1-year bills and 2-year notes, were flat to higher.\nDuring the regular session on Tuesday, the 30-stock Dow fell 208 points. The S&P 500 ended the day down by 0.2%, retreating from a record. The Nasdaq Composite rose nearly 0.2% to a fresh all-time high.\nInvestors may be worried the economy might be approaching its peak and that a correction could be on the way. In addition to complacency in the market, the combination of profit-margin pressures, inflation fears, Fed tapering and possible higher taxes could contribute to an eventual drawdown, market strategists say.\nInvestors will be listening more clues on the direction of the Federal Reserve's monetary policy when it releases its latest meeting minutes Wednesday afternoon, which could be a catalyst for a move in both bonds and stocks.\nThe Fed's minutes are expected to be dovish with the central bank looking for progress in the labor market and not worried that recent inflation will become a persistent trend. Slowing down the bond buying would be the Fed's first major retreat from the easy policies it put in place when the economy shut down last year.\nThe end of the Fed's $120 billion a month in Treasury and mortgage purchases would also signal that the central bank's next move could be to raise interest rates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814635640,"gmtCreate":1630811257680,"gmtModify":1676530399027,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Buy during pullbacks","listText":"Buy during pullbacks","text":"Buy during pullbacks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/814635640","repostId":"2164877371","repostType":4,"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177689272,"gmtCreate":1627209392196,"gmtModify":1703485585185,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Buy blue chips and hold","listText":"Buy blue chips and hold","text":"Buy blue chips and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177689272","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? 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What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8 <a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177680730,"gmtCreate":1627209293720,"gmtModify":1703485584522,"author":{"id":"4087817392323650","authorId":"4087817392323650","name":"Aliff","avatar":"https://static.tigerbbs.com/81230593fc03cf83b9a5f374802c843c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087817392323650","authorIdStr":"4087817392323650"},"themes":[],"htmlText":"Hopefully travel to other countries can resume soon","listText":"Hopefully travel to other countries can resume soon","text":"Hopefully travel to other countries can resume soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177680730","repostId":"1153219140","repostType":4,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}