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2023-01-17

$SPY 20230217 340.0 PUT$ $SPY 20230217 340.0 PUT$ 。。。。。：：

2023-01-17

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3 Fantastic Stocks That Could Soar in the Coming Bull Market

2023-01-17

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Tesla's Price Cuts Signal Major Demand Problems

2023-01-17

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Sorry, the original content has been removed

2023-01-05

$Enphase Energy(ENPH)$ going down

2022-12-29

$SPXW 20230103 3670.0 PUT$ $SPXW 20230103 3670.0 PUT$

2022-12-29

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诺奖得主：特斯拉股票就像比特币，全靠炒作和信仰支撑

2022-12-13

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盘前 | 法拉第未来大涨，中概股普遍走弱

2022-12-13

Okie a

Meta员工“围攻”扎克伯格：你的元宇宙幻想会“杀死”公司

2022-12-01

$SQQQ 20230120 70.0 CALL$ $SQQQ 20230120 70.0 CALL$ .........

2022-12-01

$SPY 20230217 340.0 PUT$ $SPY 20230217 340.0 PUT$ .....

2022-11-30

$智利矿业化工(SQM)$ ssee

2022-11-30

$SPY 20230217 340.0 PUT$ $SPY 20230217 340.0 PUT$ $SPY 20230217 340.0 PUT$ ....

2022-11-29

$美国超微公司(AMD)$

2022-11-29

$标普500(.SPX)$

2022-11-29

$SQQQ 20230120 70.0 CALL$ $SQQQ 20230120 70.0 CALL$

2022-11-29

2022-11-29

$SPXW 20221129 3900.0 PUT$ $SPXW 20221129 3900.0 PUT$

2022-11-28

$特斯拉(TSLA)$

2022-11-23

$标普500(.SPX)$

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href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$&nbsp;</a> &nbsp;。。。。。：：","listText":"<a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$&nbsp;</a> &nbsp;。。。。。：：","text":"$SPY 20230217 340.0 PUT$ $SPY 20230217 340.0 PUT$ 。。。。。：：","images":[{"img":"https://community-static.tradeup.com/news/14016208f2f1f972e82e7a1ac783da9e","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956889781","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9956889368,"gmtCreate":1673962734954,"gmtModify":1676538909077,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956889368","repostId":"2303341608","repostType":4,"repost":{"id":"2303341608","pubTimestamp":1673942442,"share":"https://ttm.financial/m/news/2303341608?lang=&edition=fundamental","pubTime":"2023-01-17 16:00","market":"us","language":"en","title":"3 Fantastic Stocks That Could Soar in the Coming Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2303341608","media":"Motley Fool","summary":"There is no such thing as a guaranteed winner on Wall Street, but these tech stocks have what it takes to generate serious returns.","content":"<html><head></head><body><p>Are you looking to make some serious cash in the next bull market? Look no further! Three experienced Motley Fool contributors have teamed up to outline their best stock ideas for the upcoming bounce.</p><p><b>Alphabet</b>, <b>Micron Technology</b>, and <b><a href=\"https://laohu8.com/S/LC\">LendingClub</a></b> are three outstanding stocks that have the potential to skyrocket when the current inflation-fighting market mood expires. With a combination of solid fundamentals, industry disruption, and a touch of calculated risk, these picks might just deliver wealth-building returns. Whether the market turns up in 2023 or not, this trio is poised to help your portfolio for the long haul.</p><p>So let&#39;s buckle up and see what these investing experts have on tap.</p><h2>Digital ads are alive and well, and just waiting to pop higher</h2><p><b>Nicholas Rossolillo (Alphabet):</b> The downturn in the digital ads space has been an oft-repeated point over the last year, but I&#39;ll sound the alarm one more time. With the world headed toward (or perhaps already in) a recession, online marketing activity could be in for further slowdown in 2023. Alphabet -- which to this day still collects nearly 80% of its revenue from ads (Google search, YouTube, etc.) -- may not be a high-growth business in the immediate term as a result.</p><p>Then there&#39;s, of course, the curveball that OpenAI&#39;s ChatGPT tool presents. I think it&#39;s far too soon to say the artificial intelligence (AI)-powered conversational responses ChatGPT generates will be an internet search disruptor. After all, ChatGPT doesn&#39;t scour the internet for information like Google does. Rather, it generates responses based on past data it has been trained on. Plus, ChatGPT isn&#39;t being monetized yet. Perhaps OpenAI investor <b>Microsoft</b> will have some ideas to test out.</p><p>But at any rate, I think Alphabet remains in the top spot for digital ads for the foreseeable future, which means an eventual rebound in the global economy will mean a resurgence of the digital ads business. Along the way, Google Cloud is still kicking butt (sales up 38% year over year last quarter) and will eventually start kicking in some profits to fuel the Alphabet machine (Google Cloud operating loss margin narrowed to 10% last quarter, compared to a 13% loss last year).</p><p>If that isn&#39;t convincing enough, there&#39;s also the fact that Alphabet overall remains highly profitable (free cash flow of $62.5 billion over the last 12 months) and was sitting on cash and short-term investments net of debt of $102 billion at the end of September 2022. Alphabet is using that cash to repurchase massive amounts of stock as it returns excess cash to shareholders. That will pay off in spades whenever the next bull market arrives.</p><p>As of this writing, Alphabet trades for less than 19 times trailing-12-month free cash flow. This tech titan looks like a fantastic long-term value to me right now, and I think it could soar when the stock market&#39;s mood eventually improves.</p><h2>The stuff that memories are made of</h2><p><b>Anders Bylund (Micron Technology):</b> The computer memory market is highly cyclical. The industry tends to run into oversupply situations where manufacturing facilities produce more memory chips than device makers can use, flooding the market with cheaper and cheaper chips. Next, you see excessive production cuts and rising chip prices until electronics builders are calling for relief. Changes in end-market demand also play into this cycle, often amplifying its effects.</p><p>You can set your watch by these cycles, roughly three years apart. It&#39;s easy to see the memory market&#39;s cyclical turns in the revenue chart of computer memory giant Micron Technology.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0a431faaa4d9c19153c559c835fc1ee\" tg-width=\"2000\" tg-height=\"1167\" referrerpolicy=\"no-referrer\"/><span>MU Revenue (TTM) data by YCharts</span></p><p>As you can see, the memory market recently completed a bullish cycle and is now heading south again. In this instance, sector leader Samsung is pumping out massive volumes of cheap chips, causing yet another price war across the industry.</p><p>Micron&#39;s stock already shows signs of this ongoing downturn, accelerated by the uncertain macroeconomic climate. The stock&#39;s price is down more than 40% from its all-time highs almost exactly one year ago.</p><p>One might think it would be a bad idea to buy Micron shares in the midst of a cyclical downswing. Why not wait until prices stabilize, revenue starts growing again, and everything looks good?</p><p>That&#39;s because investors have known about this sector&#39;s predictable swings for a long time, enabling them to predict future changes to some degree. So, generally speaking, you don&#39;t see Micron&#39;s stock rising <i>after</i> each upturn in the revenue chart, but a few months <i>ahead</i> of the sales curve. In other words, you should expect share prices to start rising before this price war actually ends:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ef02ada7cc8e19af823234ddc8183fb\" tg-width=\"2000\" tg-height=\"1167\" referrerpolicy=\"no-referrer\"/><span>MU Percent Off All-Time High data by YCharts</span></p><p>I&#39;ll admit that cyclical market swings are an inexact science and maybe more of an art. However, I&#39;ve seen this movie play out five times in the last 15 years, and the plot tends to be quite similar every time. Based on that experience, Micron seems to be nearing the tipping point where the stock will skyrocket again for approximately a year and a half.</p><p>Furthermore, Micron&#39;s stock is attractively priced at 10.5 times trailing earnings and 2.2 times sales. That&#39;s also consistent with the patterns seen before earlier upswings.</p><p>I can&#39;t absolutely guarantee that this scenario will play out this spring, but Micron is almost guaranteed to take its next big jump before the end of the year. History suggests that it&#39;s better to swing early at these cyclical opportunities than wait too long and miss them entirely. So you might as well take action now.</p><h2>This bargain-priced fintech is less risky than the market thinks</h2><p><b>Billy Duberstein (LendingClub):</b> Once inflation comes down and interest rates normalize, there&#39;s a good chance fintech stock LendingClub could take off again.</p><p>Along with the rest of the fintech sector, LendingClub sold off hard in 2022, falling 62% on the year. Yet while some of its peers have some very real problems, LendingClub&#39;s business model and profitability should enable it to withstand an economic downturn and thrive on the other side. In fact, LendingClub beat revenue and earnings expectations in every earnings report last year, even though its stock continued to fall largely based on macroeconomic concerns.</p><p>The game changer for LendingClub relative to its peers was its acquisition of Radius Bank back in early 2021. In the wake of that acquisition, LendingClub transformed from a pure marketplace that needed to constantly sell its personal loans to a hybrid bank model, in which it is able to not only sell loans, but also hold them on its balance sheet, backed by low-cost deposits.</p><p>As interest rates have risen at a rapid rate, loan buyers are pulling back from the market, as their demands for yields have gone up rapidly. Therefore, if you&#39;re a loan underwriting fintech platform that depends on third-party buyers, you have been under severe pressure over the past year.</p><p>LendingClub isn&#39;t immune from that pressure, as its loan buyers&#39; return thresholds have gone up faster than LendingClub can adjust its APRs. Last quarter, LendingClub had to reduce its marketplace originations by 15% over the prior quarter. On the other hand, LendingClub was also able to <i>increase</i> the originations it put on its balance sheet by 13%, making up 33% of its originations.</p><p>If you think holding more loans could pose a risk, keep in mind that LendingClub has made a big effort to target prime borrowers over the past year in anticipation of tighter financial conditions. The average FICO score on LendingClub&#39;s held-for-investment portfolio is 730, with an average borrower income of $115,000. Meanwhile, the company seems to have conservatively reserved for losses, reserving 6.3% against all loans, with 7.2% reserved against its core unsecured consumer loan portfolio.</p><p>At the same time, LendingClub&#39;s 30-day delinquencies are only around 1% right now, which is well below the 2% to 2.5% range prior to the pandemic, which itself is far below LendingClub&#39;s reserve ratios. In addition, LendingClub&#39;s balance sheet has conservative capital ratios, with a CET1 ratio of 18.3% as of last quarter, nearly 50% higher than that of most large banks.</p><p>When the Fed eventually slows and/or pauses rate hikes, LendingClub&#39;s lagging rate increases will catch up with the higher cost of capital, which should reignite marketplace sales. Meanwhile, the held-for-investment portfolio could very well outperform the company&#39;s conservative reserve ratios, perhaps leading to reserve releases.</p><p>The stock has sold off to just 0.8 times book value and just 5 times this year&#39;s earnings estimates. That&#39;s a valuation reflecting a bad recession already, especially for a company so conservatively reserved and with still-bright growth prospects. Once inflation comes down or the recession ends, LendingClub could very well make an upward move back toward its late 2021 highs.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Fantastic Stocks That Could Soar in the Coming Bull Market</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\">\n3 Fantastic Stocks That Could Soar in the Coming Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/3-great-stocks-that-could-soar-in-next-bull-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are you looking to make some serious cash in the next bull market? Look no further! Three experienced Motley Fool contributors have teamed up to outline their best stock ideas for the upcoming bounce....</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/3-great-stocks-that-could-soar-in-next-bull-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4543":"AI","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4166":"消费信贷","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4503":"景林资产持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0444971666.USD":"天利全球科技基金","GOOG":"谷歌","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","GOOGL":"谷歌A","BK4573":"虚拟现实","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4023":"应用软件","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SG9999001077.SGD":"United International Growth Fund SGD","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4507":"流媒体概念","LC":"LendingClub","MU":"美光科技","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4525":"远程办公概念"},"source_url":"https://www.fool.com/investing/2023/01/15/3-great-stocks-that-could-soar-in-next-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303341608","content_text":"Are you looking to make some serious cash in the next bull market? Look no further! Three experienced Motley Fool contributors have teamed up to outline their best stock ideas for the upcoming bounce.Alphabet, Micron Technology, and LendingClub are three outstanding stocks that have the potential to skyrocket when the current inflation-fighting market mood expires. With a combination of solid fundamentals, industry disruption, and a touch of calculated risk, these picks might just deliver wealth-building returns. Whether the market turns up in 2023 or not, this trio is poised to help your portfolio for the long haul.So let's buckle up and see what these investing experts have on tap.Digital ads are alive and well, and just waiting to pop higherNicholas Rossolillo (Alphabet): The downturn in the digital ads space has been an oft-repeated point over the last year, but I'll sound the alarm one more time. With the world headed toward (or perhaps already in) a recession, online marketing activity could be in for further slowdown in 2023. Alphabet -- which to this day still collects nearly 80% of its revenue from ads (Google search, YouTube, etc.) -- may not be a high-growth business in the immediate term as a result.Then there's, of course, the curveball that OpenAI's ChatGPT tool presents. I think it's far too soon to say the artificial intelligence (AI)-powered conversational responses ChatGPT generates will be an internet search disruptor. After all, ChatGPT doesn't scour the internet for information like Google does. Rather, it generates responses based on past data it has been trained on. Plus, ChatGPT isn't being monetized yet. Perhaps OpenAI investor Microsoft will have some ideas to test out.But at any rate, I think Alphabet remains in the top spot for digital ads for the foreseeable future, which means an eventual rebound in the global economy will mean a resurgence of the digital ads business. Along the way, Google Cloud is still kicking butt (sales up 38% year over year last quarter) and will eventually start kicking in some profits to fuel the Alphabet machine (Google Cloud operating loss margin narrowed to 10% last quarter, compared to a 13% loss last year).If that isn't convincing enough, there's also the fact that Alphabet overall remains highly profitable (free cash flow of $62.5 billion over the last 12 months) and was sitting on cash and short-term investments net of debt of $102 billion at the end of September 2022. Alphabet is using that cash to repurchase massive amounts of stock as it returns excess cash to shareholders. That will pay off in spades whenever the next bull market arrives.As of this writing, Alphabet trades for less than 19 times trailing-12-month free cash flow. This tech titan looks like a fantastic long-term value to me right now, and I think it could soar when the stock market's mood eventually improves.The stuff that memories are made ofAnders Bylund (Micron Technology): The computer memory market is highly cyclical. The industry tends to run into oversupply situations where manufacturing facilities produce more memory chips than device makers can use, flooding the market with cheaper and cheaper chips. Next, you see excessive production cuts and rising chip prices until electronics builders are calling for relief. Changes in end-market demand also play into this cycle, often amplifying its effects.You can set your watch by these cycles, roughly three years apart. It's easy to see the memory market's cyclical turns in the revenue chart of computer memory giant Micron Technology.MU Revenue (TTM) data by YChartsAs you can see, the memory market recently completed a bullish cycle and is now heading south again. In this instance, sector leader Samsung is pumping out massive volumes of cheap chips, causing yet another price war across the industry.Micron's stock already shows signs of this ongoing downturn, accelerated by the uncertain macroeconomic climate. The stock's price is down more than 40% from its all-time highs almost exactly one year ago.One might think it would be a bad idea to buy Micron shares in the midst of a cyclical downswing. Why not wait until prices stabilize, revenue starts growing again, and everything looks good?That's because investors have known about this sector's predictable swings for a long time, enabling them to predict future changes to some degree. So, generally speaking, you don't see Micron's stock rising after each upturn in the revenue chart, but a few months ahead of the sales curve. In other words, you should expect share prices to start rising before this price war actually ends:MU Percent Off All-Time High data by YChartsI'll admit that cyclical market swings are an inexact science and maybe more of an art. However, I've seen this movie play out five times in the last 15 years, and the plot tends to be quite similar every time. Based on that experience, Micron seems to be nearing the tipping point where the stock will skyrocket again for approximately a year and a half.Furthermore, Micron's stock is attractively priced at 10.5 times trailing earnings and 2.2 times sales. That's also consistent with the patterns seen before earlier upswings.I can't absolutely guarantee that this scenario will play out this spring, but Micron is almost guaranteed to take its next big jump before the end of the year. History suggests that it's better to swing early at these cyclical opportunities than wait too long and miss them entirely. So you might as well take action now.This bargain-priced fintech is less risky than the market thinksBilly Duberstein (LendingClub): Once inflation comes down and interest rates normalize, there's a good chance fintech stock LendingClub could take off again.Along with the rest of the fintech sector, LendingClub sold off hard in 2022, falling 62% on the year. Yet while some of its peers have some very real problems, LendingClub's business model and profitability should enable it to withstand an economic downturn and thrive on the other side. In fact, LendingClub beat revenue and earnings expectations in every earnings report last year, even though its stock continued to fall largely based on macroeconomic concerns.The game changer for LendingClub relative to its peers was its acquisition of Radius Bank back in early 2021. In the wake of that acquisition, LendingClub transformed from a pure marketplace that needed to constantly sell its personal loans to a hybrid bank model, in which it is able to not only sell loans, but also hold them on its balance sheet, backed by low-cost deposits.As interest rates have risen at a rapid rate, loan buyers are pulling back from the market, as their demands for yields have gone up rapidly. Therefore, if you're a loan underwriting fintech platform that depends on third-party buyers, you have been under severe pressure over the past year.LendingClub isn't immune from that pressure, as its loan buyers' return thresholds have gone up faster than LendingClub can adjust its APRs. Last quarter, LendingClub had to reduce its marketplace originations by 15% over the prior quarter. On the other hand, LendingClub was also able to increase the originations it put on its balance sheet by 13%, making up 33% of its originations.If you think holding more loans could pose a risk, keep in mind that LendingClub has made a big effort to target prime borrowers over the past year in anticipation of tighter financial conditions. The average FICO score on LendingClub's held-for-investment portfolio is 730, with an average borrower income of $115,000. Meanwhile, the company seems to have conservatively reserved for losses, reserving 6.3% against all loans, with 7.2% reserved against its core unsecured consumer loan portfolio.At the same time, LendingClub's 30-day delinquencies are only around 1% right now, which is well below the 2% to 2.5% range prior to the pandemic, which itself is far below LendingClub's reserve ratios. In addition, LendingClub's balance sheet has conservative capital ratios, with a CET1 ratio of 18.3% as of last quarter, nearly 50% higher than that of most large banks.When the Fed eventually slows and/or pauses rate hikes, LendingClub's lagging rate increases will catch up with the higher cost of capital, which should reignite marketplace sales. Meanwhile, the held-for-investment portfolio could very well outperform the company's conservative reserve ratios, perhaps leading to reserve releases.The stock has sold off to just 0.8 times book value and just 5 times this year's earnings estimates. That's a valuation reflecting a bad recession already, especially for a company so conservatively reserved and with still-bright growth prospects. Once inflation comes down or the recession ends, LendingClub could very well make an upward move back toward its late 2021 highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956880577,"gmtCreate":1673962669099,"gmtModify":1676538909061,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956880577","repostId":"2303753886","repostType":4,"repost":{"id":"2303753886","pubTimestamp":1673942550,"share":"https://ttm.financial/m/news/2303753886?lang=&edition=fundamental","pubTime":"2023-01-17 16:02","market":"us","language":"en","title":"Tesla's Price Cuts Signal Major Demand Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2303753886","media":"Seeking Alpha","summary":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's ","content":"<html><head></head><body><h2>Summary</h2><ul><li>This week&#39;s price cut could lead to a per car margin reduction of over 50% in the US.</li><li>Tesla&#39;s backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.</li><li>I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.</li><li>Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn&#39;t explain away the price cuts in the EU.</li><li>I see little chance that Tesla&#39;s 2023 earnings exceed 2022&#39;s earnings.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c520175a47f7c851f6eda11fb071b3e5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla&#39;s (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk&#39;s acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn&#39;t helpful, I do not believe this is the main reason for the precipitous drop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ccc838ea48117e63535d8234c0c731a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn&#39;t enough of a signal, this week&#39;s price cuts should be.</p><p>I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that&#39;s more likely to help the stock price in the near term, rather than maintain the brand&#39;s value in the long term.</p><h2>Tesla Car Values and Backlog</h2><p>Tesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla&#39;s cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4b85746feadc0bf81f60f67cab6bb1\" tg-width=\"564\" tg-height=\"769\" referrerpolicy=\"no-referrer\"/><span>Tesla Backlog (Troy Teslike (Twitter))</span></p><p>In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860dc3358ecacee3ce324a673f432cea\" tg-width=\"640\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/><span>Tesla Used Car Values (CarGurus as of 1-14-23)</span></p><p>Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon&#39;s Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what&#39;s already happened in the past 90 days.</p><h2>Price Cut Impact on Gross Margins</h2><p>Tesla supporters believe it is a luxury brand. But luxury brands generally don&#39;t cut prices in the face of slack demand. In general, they don&#39;t cut prices at all!</p><p>Guggenheim&#39;s analysis on the impact of the price cut is pretty grim, especially for the Model Y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9559c453e9557a0e14fc12d96aafcd7\" tg-width=\"549\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>Price Cut Margin Impact (Guggenheim estimates)</span></p><p>Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being &#34;cheap&#34; on an earnings per share basis is going to be challenged as 2023 progresses.</p><h2>Tesla Cost of Goods</h2><p>One theory I&#39;ve heard is that Tesla&#39;s supply chain costs have dropped significantly, so they&#39;re better able to pass along the savings to customers. I very much doubt this is true.</p><p>2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38972cae70cb1da6790ee192e488ba5\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/><span>EV Industry Battery cost estimates (BloombergNEF)</span></p><p>Impacts from any increase in battery costs won&#39;t be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.</p><h2>EV Credits and the Inflation Reduction Act</h2><p>The price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.</p><p>Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a00abe83ad68c6fb4207077193a5e9b\" tg-width=\"664\" tg-height=\"581\" referrerpolicy=\"no-referrer\"/><span>Tesla EU Prices (Tesla.com)</span></p><p>It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.</p><h2>Conclusion</h2><p>I have seen several bulls frame this latest move as Tesla going &#34;on the offense&#34; to capture further market share and put legacy auto out of business. It&#39;s an interesting take, but I believe it is ultimately just fantasy.</p><p>Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y&#39;s while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.</p><p>But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.</p><p>Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it&#39;s &#34;cheap&#34; at 30x earnings might see it get much cheaper if earnings fall in 2023.</p><p><i>This article is written by Fishtown Capital for reference only. Please note the risks.</i></p><p><b>Also Read:</b> <a href=\"https://ttm.financial/NW/1149025848\" target=\"_blank\">Teslas Are Finally Getting Cheaper. It&#39;s a Sign Elon Musk&#39;s Back Is Against the Wall</a></p></body></html>","source":"seekingalpha_fund","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's Price Cuts Signal Major Demand Problems</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\">\nTesla's Price Cuts Signal Major Demand Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303753886","content_text":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.I see little chance that Tesla's 2023 earnings exceed 2022's earnings.Xiaolu ChuTesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.Data by YChartsThe primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.Tesla Car Values and BacklogTesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.Tesla Backlog (Troy Teslike (Twitter))In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.Tesla Used Car Values (CarGurus as of 1-14-23)Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.Price Cut Impact on Gross MarginsTesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.Price Cut Margin Impact (Guggenheim estimates)Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being \"cheap\" on an earnings per share basis is going to be challenged as 2023 progresses.Tesla Cost of GoodsOne theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.EV Industry Battery cost estimates (BloombergNEF)Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.EV Credits and the Inflation Reduction ActThe price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.Tesla EU Prices (Tesla.com)It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.ConclusionI have seen several bulls frame this latest move as Tesla going \"on the offense\" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's \"cheap\" at 30x earnings might see it get much cheaper if earnings fall in 2023.This article is written by Fishtown Capital for reference only. Please note the risks.Also Read: Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956880807,"gmtCreate":1673962626109,"gmtModify":1676538909052,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956880807","repostId":"1156595157","repostType":4,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959121675,"gmtCreate":1672932635297,"gmtModify":1676538759735,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ &nbsp;</a>going down&nbsp;","listText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ &nbsp;</a>going down&nbsp;","text":"$Enphase Energy(ENPH)$ going down","images":[{"img":"https://community-static.tradeup.com/news/c603937445bf84eabca6d41e59254864","width":"720","height":"1666"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959121675","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924480904,"gmtCreate":1672308247309,"gmtModify":1676538669684,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$&nbsp;</a> &nbsp;","text":"$SPXW 20230103 3670.0 PUT$ $SPXW 20230103 3670.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/db077989a185fa2d98a705f14242c3c3","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924480904","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924416779,"gmtCreate":1672306948392,"gmtModify":1676538669506,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924416779","repostId":"1139175979","repostType":2,"repost":{"id":"1139175979","pubTimestamp":1672303145,"share":"https://ttm.financial/m/news/1139175979?lang=&edition=fundamental","pubTime":"2022-12-29 16:39","market":"us","language":"zh","title":"诺奖得主：特斯拉股票就像比特币，全靠炒作和信仰支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1139175979","media":"华尔街见闻","summary":"当人们对特斯拉和马斯克的热情不再，特斯拉还能如何主导市场？","content":"<html><head></head><body><p>作者：周晓雯</p><p>诺贝尔经济学奖得主保罗·克鲁格曼在他的专栏中“炮轰”马斯克和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，认为特斯拉的股票“就像比特币一样”，估值全靠炒作和信仰支撑，除此之外并没有多少重大的意义。</p><p>在这篇发表于周二的名为《特斯拉的故事有任何意义吗》的文章中，克鲁格曼认为，特斯拉没有受益于强大的网络外部性（用户越多，用户得到的效用就越多），这一点使其远不能与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>这些长期盈利的公司相比：</p><blockquote>苹果和微软都受益于强大的网络外部性——宽泛地说，每个人都使用他们的产品，因为其他人都使用他们的产品。</blockquote><blockquote>就微软而言……像Word和Excel这样的产品可能不是很好，但在一个特定的公司里，以及与它有业务往来的其他公司里，每个人都被安排使用它们……它的市场优势反映了一种便利和企业习惯，而不是本身产品力有多么卓越。</blockquote><blockquote>苹果的故事在细节上有所不同，但在经济层面上，它是相似的。 我可以根据经验证明，一旦你进入了iPhone/iPad/MacBook的生态系统，你就不会放弃它的便利性，除非有更好的出现。</blockquote><p>在克鲁格曼看来，苹果拥有一个由设备、应用程序和服务组成的生态系统，用户很难离开，而微软的Word和Excel仍然是企业的默认选择，因为它们是用户最熟悉的，也是行业标准。</p><p>相比之下，<b>特斯拉在电动汽车领域不仅面临着来自<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和福特等传统汽车制造商日益激烈的竞争，而且电动汽车并不是一个拥有显著网络外部性的业务：</b></p><blockquote>你可以想象这样一个世界：特斯拉充电桩是唯一广泛存在的充电站，或者特斯拉是机械师唯一知道如何修理的电动汽车。 但随着主要汽车制造商进入电动汽车领域，这种世界的可能性已经消失了。</blockquote><blockquote>事实上，我认为，《减少通货膨胀法》对电气化有强烈的激励作用，实际上会损害特斯拉。为什么呢？<b>因为它将很快使电动汽车变得如此普遍，以至于特斯拉不再显得特别。</b></blockquote><p>克鲁格曼将疫情期间推高特斯拉股价的密集炒作和追捧与同期比特币的大幅上涨相提并论，指出这种领先的加密货币“除了洗钱之外没有明显的用途”，现在它的价格正受到“一群忠实信徒”的提振。</p><p>他质疑，<b>当人们对特斯拉产品的热情不可避免地消退时，特斯拉将如何主导市场并产生巨额利润</b>:</p><blockquote>很难看出什么能让特斯拉长期锁定电动汽车业务。</blockquote><p>克鲁格曼还指出，<b>特斯拉的受欢迎很大程度上源于人们对马斯克“是一个很酷的人”的印象</b>，但这一形象在他收购推特后的一系列事件后已经开始消退：</p><blockquote>这又让我们回到了特斯拉为什么价值这么高的问题上。就我所知，答案是<b>，投资者们爱上了一个关于一位才华横溢、很酷的创新者的故事情节</b>，尽管没有一个很好的论据来证明这个人（即使他真的像他看起来的那样）是如何找到一台长寿的赚钱机器的。</blockquote><p>对于马斯克的行为，克鲁格曼打趣道：</p><blockquote>作为一个在学术界度过了大部分职业生涯的人，我很熟悉这样一种现象：有些人在某些领域非常聪明，但在另一些领域却是彻头彻尾的傻瓜。</blockquote><blockquote>鉴于我们对马斯克的行为的了解，我都不相信他能喂得了我的猫，更别说经营一家大公司了。</blockquote><p>保罗·克鲁格曼是自由经济学派的新生代学者，2008年，克鲁格曼获颁诺贝尔经济学奖，以表彰其“对经济活动的贸易模式和区域的分析”，他创建的新国际贸易理论，分析解释了收入增长和不完全竞争对国际贸易的影响。</p></body></html>","source":"live_wallstreetcn","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>诺奖得主：特斯拉股票就像比特币，全靠炒作和信仰支撑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺奖得主：特斯拉股票就像比特币，全靠炒作和信仰支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 16:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3678597><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：周晓雯诺贝尔经济学奖得主保罗·克鲁格曼在他的专栏中“炮轰”马斯克和特斯拉，认为特斯拉的股票“就像比特币一样”，估值全靠炒作和信仰支撑，除此之外并没有多少重大的意义。在这篇发表于周二的名为《特斯拉的故事有任何意义吗》的文章中，克鲁格曼认为，特斯拉没有受益于强大的网络外部性（用户越多，用户得到的效用就越多），这一点使其远不能与苹果、微软这些长期盈利的公司相比：苹果和微软都受益于强大的网络外部性—...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3678597\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3678597","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1139175979","content_text":"作者：周晓雯诺贝尔经济学奖得主保罗·克鲁格曼在他的专栏中“炮轰”马斯克和特斯拉，认为特斯拉的股票“就像比特币一样”，估值全靠炒作和信仰支撑，除此之外并没有多少重大的意义。在这篇发表于周二的名为《特斯拉的故事有任何意义吗》的文章中，克鲁格曼认为，特斯拉没有受益于强大的网络外部性（用户越多，用户得到的效用就越多），这一点使其远不能与苹果、微软这些长期盈利的公司相比：苹果和微软都受益于强大的网络外部性——宽泛地说，每个人都使用他们的产品，因为其他人都使用他们的产品。就微软而言……像Word和Excel这样的产品可能不是很好，但在一个特定的公司里，以及与它有业务往来的其他公司里，每个人都被安排使用它们……它的市场优势反映了一种便利和企业习惯，而不是本身产品力有多么卓越。苹果的故事在细节上有所不同，但在经济层面上，它是相似的。 我可以根据经验证明，一旦你进入了iPhone/iPad/MacBook的生态系统，你就不会放弃它的便利性，除非有更好的出现。在克鲁格曼看来，苹果拥有一个由设备、应用程序和服务组成的生态系统，用户很难离开，而微软的Word和Excel仍然是企业的默认选择，因为它们是用户最熟悉的，也是行业标准。相比之下，特斯拉在电动汽车领域不仅面临着来自通用汽车和福特等传统汽车制造商日益激烈的竞争，而且电动汽车并不是一个拥有显著网络外部性的业务：你可以想象这样一个世界：特斯拉充电桩是唯一广泛存在的充电站，或者特斯拉是机械师唯一知道如何修理的电动汽车。 但随着主要汽车制造商进入电动汽车领域，这种世界的可能性已经消失了。事实上，我认为，《减少通货膨胀法》对电气化有强烈的激励作用，实际上会损害特斯拉。为什么呢？因为它将很快使电动汽车变得如此普遍，以至于特斯拉不再显得特别。克鲁格曼将疫情期间推高特斯拉股价的密集炒作和追捧与同期比特币的大幅上涨相提并论，指出这种领先的加密货币“除了洗钱之外没有明显的用途”，现在它的价格正受到“一群忠实信徒”的提振。他质疑，当人们对特斯拉产品的热情不可避免地消退时，特斯拉将如何主导市场并产生巨额利润:很难看出什么能让特斯拉长期锁定电动汽车业务。克鲁格曼还指出，特斯拉的受欢迎很大程度上源于人们对马斯克“是一个很酷的人”的印象，但这一形象在他收购推特后的一系列事件后已经开始消退：这又让我们回到了特斯拉为什么价值这么高的问题上。就我所知，答案是，投资者们爱上了一个关于一位才华横溢、很酷的创新者的故事情节，尽管没有一个很好的论据来证明这个人（即使他真的像他看起来的那样）是如何找到一台长寿的赚钱机器的。对于马斯克的行为，克鲁格曼打趣道：作为一个在学术界度过了大部分职业生涯的人，我很熟悉这样一种现象：有些人在某些领域非常聪明，但在另一些领域却是彻头彻尾的傻瓜。鉴于我们对马斯克的行为的了解，我都不相信他能喂得了我的猫，更别说经营一家大公司了。保罗·克鲁格曼是自由经济学派的新生代学者，2008年，克鲁格曼获颁诺贝尔经济学奖，以表彰其“对经济活动的贸易模式和区域的分析”，他创建的新国际贸易理论，分析解释了收入增长和不完全竞争对国际贸易的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923254408,"gmtCreate":1670873122605,"gmtModify":1676538449891,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923254408","repostId":"1106430711","repostType":4,"repost":{"id":"1106430711","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670849340,"share":"https://ttm.financial/m/news/1106430711?lang=&edition=fundamental","pubTime":"2022-12-12 20:49","market":"us","language":"zh","title":"盘前 | 法拉第未来大涨，中概股普遍走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1106430711","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段小幅上涨。","content":"<html><head></head><body><p>12月12日（周一），美股三大指数期货在盘前时段小幅上涨。<b>美联储将于北京时间周四凌晨3点公布12月利率决议，目前市场已普遍预计其将宣布加息50个基点，至4.25%-4.5%的区间，这也将是联邦基金利率目标区间自2007年以来的最高水平。</b></p><p><img src=\"https://static.tigerbbs.com/d1d245c605ec857dad652f3d3ce376b9\" tg-width=\"749\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>中概股盘前走势</b></p><p>热门中概股跌多涨少，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.8%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.59%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌约4%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.11%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.33%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.85%；</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>表现较强，涨0.93%。</p><p><b>重要美股盘前走势</b></p><p>法拉第未来盘前大涨超16%，此前宣布将于美国西部时间12月15日举办FF业务更新全球投资人会议，将更新FF 91 Futurist的车辆交付计划。</p><p><img src=\"https://static.tigerbbs.com/378d54ba34ab0fb546a408907e3f27fa\" tg-width=\"449\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></p><p>特斯拉跌0.2%。上周有报道称特斯拉上海工厂将于12月25日至明年1月1日期间暂停生产Model Y电动汽车。特斯拉内部工作人员回应称：不属实。</p><p>微软涨0.49%，微软收购伦敦证券交易所集团（LSEG）约4%股权，并与其就下一代数据和分析以及云基础设施解决方案展开为期10年的战略合作。</p><p>苹果涨0.25%，消息称苹果iPhone 15 Ultra入门容量机型可能高达1299美元，比iPhone 14 Pro Max高出200美元，意味着该机型国内售价可能会突破万元。</p><p>Rivian跌超2%，公司宣布暂停与梅赛德斯-奔驰在欧洲合资设厂生产电动货车的计划，将专注于消费者和现有的商业业务。</p><p><b>大宗商品走势</b></p><p>国际油价走低，尽管供应美国的一条重要输油管道仍处于关闭状态，但西方对俄罗斯石油制裁影响有限，实施情况仍不明朗，限制了油价反弹。</p><p><img src=\"https://static.tigerbbs.com/e25e4dff0197b3def359660c1364a3b3\" tg-width=\"955\" tg-height=\"565\" width=\"100%\" height=\"auto\"/></p><p>国际金价走势震荡。本周稍晚美国将公布CPI数据，美联储也将举行议息会议，在这之前市场可能维持谨慎。</p><p><img src=\"https://static.tigerbbs.com/ea2563f7fb61610d330f052d556fa101\" tg-width=\"970\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 法拉第未来大涨，中概股普遍走弱</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 法拉第未来大涨，中概股普遍走弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-12 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日（周一），美股三大指数期货在盘前时段小幅上涨。<b>美联储将于北京时间周四凌晨3点公布12月利率决议，目前市场已普遍预计其将宣布加息50个基点，至4.25%-4.5%的区间，这也将是联邦基金利率目标区间自2007年以来的最高水平。</b></p><p><img src=\"https://static.tigerbbs.com/d1d245c605ec857dad652f3d3ce376b9\" tg-width=\"749\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>中概股盘前走势</b></p><p>热门中概股跌多涨少，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.8%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.59%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌约4%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.11%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.33%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.85%；</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>表现较强，涨0.93%。</p><p><b>重要美股盘前走势</b></p><p>法拉第未来盘前大涨超16%，此前宣布将于美国西部时间12月15日举办FF业务更新全球投资人会议，将更新FF 91 Futurist的车辆交付计划。</p><p><img src=\"https://static.tigerbbs.com/378d54ba34ab0fb546a408907e3f27fa\" tg-width=\"449\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></p><p>特斯拉跌0.2%。上周有报道称特斯拉上海工厂将于12月25日至明年1月1日期间暂停生产Model Y电动汽车。特斯拉内部工作人员回应称：不属实。</p><p>微软涨0.49%，微软收购伦敦证券交易所集团（LSEG）约4%股权，并与其就下一代数据和分析以及云基础设施解决方案展开为期10年的战略合作。</p><p>苹果涨0.25%，消息称苹果iPhone 15 Ultra入门容量机型可能高达1299美元，比iPhone 14 Pro Max高出200美元，意味着该机型国内售价可能会突破万元。</p><p>Rivian跌超2%，公司宣布暂停与梅赛德斯-奔驰在欧洲合资设厂生产电动货车的计划，将专注于消费者和现有的商业业务。</p><p><b>大宗商品走势</b></p><p>国际油价走低，尽管供应美国的一条重要输油管道仍处于关闭状态，但西方对俄罗斯石油制裁影响有限，实施情况仍不明朗，限制了油价反弹。</p><p><img src=\"https://static.tigerbbs.com/e25e4dff0197b3def359660c1364a3b3\" tg-width=\"955\" tg-height=\"565\" width=\"100%\" height=\"auto\"/></p><p>国际金价走势震荡。本周稍晚美国将公布CPI数据，美联储也将举行议息会议，在这之前市场可能维持谨慎。</p><p><img src=\"https://static.tigerbbs.com/ea2563f7fb61610d330f052d556fa101\" tg-width=\"970\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106430711","content_text":"12月12日（周一），美股三大指数期货在盘前时段小幅上涨。美联储将于北京时间周四凌晨3点公布12月利率决议，目前市场已普遍预计其将宣布加息50个基点，至4.25%-4.5%的区间，这也将是联邦基金利率目标区间自2007年以来的最高水平。中概股盘前走势热门中概股跌多涨少，阿里巴巴跌0.8%，拼多多跌1.59%，小鹏汽车跌约4%，蔚来跌1.11%，理想汽车跌1.33%，哔哩哔哩跌1.85%；京东表现较强，涨0.93%。重要美股盘前走势法拉第未来盘前大涨超16%，此前宣布将于美国西部时间12月15日举办FF业务更新全球投资人会议，将更新FF 91 Futurist的车辆交付计划。特斯拉跌0.2%。上周有报道称特斯拉上海工厂将于12月25日至明年1月1日期间暂停生产Model Y电动汽车。特斯拉内部工作人员回应称：不属实。微软涨0.49%，微软收购伦敦证券交易所集团（LSEG）约4%股权，并与其就下一代数据和分析以及云基础设施解决方案展开为期10年的战略合作。苹果涨0.25%，消息称苹果iPhone 15 Ultra入门容量机型可能高达1299美元，比iPhone 14 Pro Max高出200美元，意味着该机型国内售价可能会突破万元。Rivian跌超2%，公司宣布暂停与梅赛德斯-奔驰在欧洲合资设厂生产电动货车的计划，将专注于消费者和现有的商业业务。大宗商品走势国际油价走低，尽管供应美国的一条重要输油管道仍处于关闭状态，但西方对俄罗斯石油制裁影响有限，实施情况仍不明朗，限制了油价反弹。国际金价走势震荡。本周稍晚美国将公布CPI数据，美联储也将举行议息会议，在这之前市场可能维持谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923254518,"gmtCreate":1670873050135,"gmtModify":1676538449883,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"Okie a&nbsp;","listText":"Okie a&nbsp;","text":"Okie a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923254518","repostId":"1142968445","repostType":4,"repost":{"id":"1142968445","pubTimestamp":1670856854,"share":"https://ttm.financial/m/news/1142968445?lang=&edition=fundamental","pubTime":"2022-12-12 22:54","market":"us","language":"zh","title":"Meta员工“围攻”扎克伯格：你的元宇宙幻想会“杀死”公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1142968445","media":"华尔街见闻","summary":"满屏负面评论，员工眼中的Meta是什么样的？","content":"<html><head></head><body><p>大裁员后，Meta员工把矛头指向了扎克伯格。</p><p>周一，据媒体报道，Meta员工在匿名论坛Blind上发布了多条对扎克伯格的负面评论，这些评论多是在Meta大裁员的当天和第二天发布。上个月，Meta宣布裁员13%，总数达到1.1万人，同时还将把冻结招聘的期限延长到第一季度。</p><p>其中一位软件开发商表示：</p><blockquote>Meta的首席执行官单单凭Metaverse这一个业务就能拖垮整个公司，Metaverse让我们“缓慢死亡”。</blockquote><p>Blind公共关系主管Rick Chen指出，几乎所有发布的评论都是由各自公司的现任员工在撰写的，人们在被解雇或辞职后通常无法访问Blind。</p><p>一位自称是数据科学家的用户表示：</p><blockquote>Meta需要在高管层面裁员，领导层毫无头绪，他们把激情错当成了实际进步，扎克伯格正在把这家公司引向错误的方向。</blockquote><p>一位自称是高级技术项目经理的发帖人写道：</p><blockquote>糟糕的领导能力将使这艘船沉没。董事级别及以上不承担任何责任，副总裁和董事在这里只是为了榨取公司的利润而不增加任何价值。</blockquote><p>还有的发帖人称：</p><blockquote>我以为这是一家数据驱动的公司，但实际上这是一个人的直觉和情感驱动的，没有人能推翻他（扎克伯格）的决定。</blockquote></body></html>","source":"live_wallstreetcn","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>Meta员工“围攻”扎克伯格：你的元宇宙幻想会“杀死”公司</title>\n<style 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href=\"https://wallstreetcn.com/articles/3677274\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d6b2c0f9780b8fe6e33ec00c921c2324","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://wallstreetcn.com/articles/3677274","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1142968445","content_text":"大裁员后，Meta员工把矛头指向了扎克伯格。周一，据媒体报道，Meta员工在匿名论坛Blind上发布了多条对扎克伯格的负面评论，这些评论多是在Meta大裁员的当天和第二天发布。上个月，Meta宣布裁员13%，总数达到1.1万人，同时还将把冻结招聘的期限延长到第一季度。其中一位软件开发商表示：Meta的首席执行官单单凭Metaverse这一个业务就能拖垮整个公司，Metaverse让我们“缓慢死亡”。Blind公共关系主管Rick Chen指出，几乎所有发布的评论都是由各自公司的现任员工在撰写的，人们在被解雇或辞职后通常无法访问Blind。一位自称是数据科学家的用户表示：Meta需要在高管层面裁员，领导层毫无头绪，他们把激情错当成了实际进步，扎克伯格正在把这家公司引向错误的方向。一位自称是高级技术项目经理的发帖人写道：糟糕的领导能力将使这艘船沉没。董事级别及以上不承担任何责任，副总裁和董事在这里只是为了榨取公司的利润而不增加任何价值。还有的发帖人称：我以为这是一家数据驱动的公司，但实际上这是一个人的直觉和情感驱动的，没有人能推翻他（扎克伯格）的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965312623,"gmtCreate":1669893634363,"gmtModify":1676538264756,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SQQQ 20230120 70.0 CALL\">$SQQQ 20230120 70.0 CALL$ </a><a href=\"https://ttm.financial/OPT/SQQQ 20230120 70.0 CALL\">$SQQQ 20230120 70.0 CALL$&nbsp;</a> &nbsp;.........","listText":"<a 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&nbsp;</a>","text":"$标普500(.SPX)$","images":[{"img":"https://community-static.tradeup.com/news/3265b377941ef4e1aa8e5aaaf3925129","width":"720","height":"1386"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968687147","isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9956880577,"gmtCreate":1673962669099,"gmtModify":1676538909061,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956880577","repostId":"2303753886","repostType":4,"repost":{"id":"2303753886","pubTimestamp":1673942550,"share":"https://ttm.financial/m/news/2303753886?lang=&edition=fundamental","pubTime":"2023-01-17 16:02","market":"us","language":"en","title":"Tesla's Price Cuts Signal Major Demand Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2303753886","media":"Seeking Alpha","summary":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's ","content":"<html><head></head><body><h2>Summary</h2><ul><li>This week&#39;s price cut could lead to a per car margin reduction of over 50% in the US.</li><li>Tesla&#39;s backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.</li><li>I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.</li><li>Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn&#39;t explain away the price cuts in the EU.</li><li>I see little chance that Tesla&#39;s 2023 earnings exceed 2022&#39;s earnings.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c520175a47f7c851f6eda11fb071b3e5\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>Xiaolu Chu</span></p><p>Tesla&#39;s (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk&#39;s acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn&#39;t helpful, I do not believe this is the main reason for the precipitous drop.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ccc838ea48117e63535d8234c0c731a\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn&#39;t enough of a signal, this week&#39;s price cuts should be.</p><p>I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that&#39;s more likely to help the stock price in the near term, rather than maintain the brand&#39;s value in the long term.</p><h2>Tesla Car Values and Backlog</h2><p>Tesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla&#39;s cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba4b85746feadc0bf81f60f67cab6bb1\" tg-width=\"564\" tg-height=\"769\" referrerpolicy=\"no-referrer\"/><span>Tesla Backlog (Troy Teslike (Twitter))</span></p><p>In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/860dc3358ecacee3ce324a673f432cea\" tg-width=\"640\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/><span>Tesla Used Car Values (CarGurus as of 1-14-23)</span></p><p>Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon&#39;s Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what&#39;s already happened in the past 90 days.</p><h2>Price Cut Impact on Gross Margins</h2><p>Tesla supporters believe it is a luxury brand. But luxury brands generally don&#39;t cut prices in the face of slack demand. In general, they don&#39;t cut prices at all!</p><p>Guggenheim&#39;s analysis on the impact of the price cut is pretty grim, especially for the Model Y.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9559c453e9557a0e14fc12d96aafcd7\" tg-width=\"549\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>Price Cut Margin Impact (Guggenheim estimates)</span></p><p>Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being &#34;cheap&#34; on an earnings per share basis is going to be challenged as 2023 progresses.</p><h2>Tesla Cost of Goods</h2><p>One theory I&#39;ve heard is that Tesla&#39;s supply chain costs have dropped significantly, so they&#39;re better able to pass along the savings to customers. I very much doubt this is true.</p><p>2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38972cae70cb1da6790ee192e488ba5\" tg-width=\"640\" tg-height=\"376\" referrerpolicy=\"no-referrer\"/><span>EV Industry Battery cost estimates (BloombergNEF)</span></p><p>Impacts from any increase in battery costs won&#39;t be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.</p><h2>EV Credits and the Inflation Reduction Act</h2><p>The price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.</p><p>Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a00abe83ad68c6fb4207077193a5e9b\" tg-width=\"664\" tg-height=\"581\" referrerpolicy=\"no-referrer\"/><span>Tesla EU Prices (Tesla.com)</span></p><p>It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.</p><h2>Conclusion</h2><p>I have seen several bulls frame this latest move as Tesla going &#34;on the offense&#34; to capture further market share and put legacy auto out of business. It&#39;s an interesting take, but I believe it is ultimately just fantasy.</p><p>Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y&#39;s while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.</p><p>But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.</p><p>Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it&#39;s &#34;cheap&#34; at 30x earnings might see it get much cheaper if earnings fall in 2023.</p><p><i>This article is written by Fishtown Capital for reference only. Please note the risks.</i></p><p><b>Also Read:</b> <a href=\"https://ttm.financial/NW/1149025848\" target=\"_blank\">Teslas Are Finally Getting Cheaper. It&#39;s a Sign Elon Musk&#39;s Back Is Against the Wall</a></p></body></html>","source":"seekingalpha_fund","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's Price Cuts Signal Major Demand Problems</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\">\nTesla's Price Cuts Signal Major Demand Problems\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before ...</p>\n\n<a href=\"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓"},"source_url":"https://seekingalpha.com/article/4570177-teslas-price-cuts-signal-major-demand-problems","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303753886","content_text":"SummaryThis week's price cut could lead to a per car margin reduction of over 50% in the US.Tesla's backlog has likely been declining since the summer, and used Tesla values had dropped ~15% before these latest cuts.I see little evidence that declining costs will save margins; battery costs rose in 2022 for the first time in a decade.Reducing US prices below the $55,000 ceiling in the Inflation Reduction Act doesn't explain away the price cuts in the EU.I see little chance that Tesla's 2023 earnings exceed 2022's earnings.Xiaolu ChuTesla's (NASDAQ:TSLA) finish to 2022 was abysmal, with the company shedding $600 billion in market value in 3 months. Many Tesla bulls believe the primary reason for the sell-off is Elon Musk's acquisition of Twitter (and associated selling of nearly $8 billionin Tesla stock to fund it) coupled with his behavior on the site post-acquisition. While this certainly wasn't helpful, I do not believe this is the main reason for the precipitous drop.Data by YChartsThe primary reason is far more basic; Tesla has simply saturated its key markets. If the Q4 delivery miss wasn't enough of a signal, this week's price cuts should be.I believe Tesla had an ugly choice to make: it could either badly miss delivery forecasts in 2023, or it could cut price drastically and hope to bridge some of the gap withvolume. I believe it is ultimately the wrong choice, and Tesla has chosen the path that's more likely to help the stock price in the near term, rather than maintain the brand's value in the long term.Tesla Car Values and BacklogTesla enthusiast Troy Teslike noted a precipitous decline in backlog since the middle of the summer. For most of the last 2.5 years, demand for Tesla's cars certainly exceeded supply, but this seemed to have reversed in the past 6 months.Tesla Backlog (Troy Teslike (Twitter))In the same timeframe, Tesla used car values, which were extremely strong for most of the pandemic, began to rapidly decline.Tesla Used Car Values (CarGurus as of 1-14-23)Tesla car values had already dropped significantly in the past 90 days, which in my opinion was a far bigger reason for the stock dropping than Elon's Twitter sideshow. The latest move will knock another $10,000+ off residual values on top of what's already happened in the past 90 days.Price Cut Impact on Gross MarginsTesla supporters believe it is a luxury brand. But luxury brands generally don't cut prices in the face of slack demand. In general, they don't cut prices at all!Guggenheim's analysis on the impact of the price cut is pretty grim, especially for the Model Y.Price Cut Margin Impact (Guggenheim estimates)Unless volumes increase rapidly from 2022 levels, the narrative of Tesla being \"cheap\" on an earnings per share basis is going to be challenged as 2023 progresses.Tesla Cost of GoodsOne theory I've heard is that Tesla's supply chain costs have dropped significantly, so they're better able to pass along the savings to customers. I very much doubt this is true.2022 was the first year in the last decade where battery costs increased, due to sharp increases in the price of lithium, cobalt, nickel, and other raw materials. The cost of labor has also risen significantly in the past few years.EV Industry Battery cost estimates (BloombergNEF)Impacts from any increase in battery costs won't be felt immediately, as Tesla usually has fixed term contracts in place, but when these contracts are rolled over and renegotiated, the price is likely up and not down.EV Credits and the Inflation Reduction ActThe price cuts in the US were strategic in that they moved most Tesla models below the $55,000 ceiling for the newly available $7500 credit in the Inflation Reduction Act. By moving under this ceiling, the end price for a Model Y LR drops from ~$68,000 to $47,130, a massive reduction which will certainly increase volume. How much volume still remains to be seen. Unlike the previous $7500 credit, the new EV credit has income exclusions, so single filers that make more than $150,000 are ineligible. This likely includes large portions of the young, technologically savvy crowd that Tesla is popular with.Had the US price been reduced in isolation, I could listen to the argument that this move was done to maximize the tax credit and grow already strong demand more rapidly. But this is not what has happened, because, at the same time, the US price has been reduced, Tesla has reduced pricing across most of the EU as well, following the recent price cuts in China.Tesla EU Prices (Tesla.com)It appears that the exhaustion of the backlog and increased competition are pressuring the European market as well.ConclusionI have seen several bulls frame this latest move as Tesla going \"on the offense\" to capture further market share and put legacy auto out of business. It's an interesting take, but I believe it is ultimately just fantasy.Tesla did a fantastic job executing over the past 3 years, expanding capacity and navigating the supply chain crisis well. They were still able to produce Model 3 and Model Y's while other manufacturers had to cut production. Raising production in an undersupplied market allowed Tesla to raise prices, and they received an additional tailwind from high gasoline prices earlier this year. From a production standpoint, they did well and the stock price responded.But at the same time, the majority of the new promised products have not come to fruition, and Tesla still derives the overwhelming majority of its revenue from 2 aging car models that have not had a significant refresh since inception. Gas prices have fallen significantly and other manufacturers are producing again.Even with lower prices, I think it will be a challenge for Tesla to match 2022 volumes, let alone sell enough incremental units to raise earnings. Those who are buying Tesla today because it's \"cheap\" at 30x earnings might see it get much cheaper if earnings fall in 2023.This article is written by Fishtown Capital for reference only. Please note the risks.Also Read: Teslas Are Finally Getting Cheaper. It's a Sign Elon Musk's Back Is Against the Wall","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956880807,"gmtCreate":1673962626109,"gmtModify":1676538909052,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956880807","repostId":"1156595157","repostType":4,"repost":{"id":"1156595157","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":1673960452,"share":"https://ttm.financial/m/news/1156595157?lang=&edition=fundamental","pubTime":"2023-01-17 21:00","market":"us","language":"en","title":"Pre-Bell｜Futures Slip After Goldman, MS Earnings As China Data Hits Sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1156595157","media":"Tiger Newspress","summary":"U.S. stock index futures started the week lower after quarterly results from Goldman Sachs and Morga","content":"<html><head></head><body><p>U.S. stock index futures started the week lower after quarterly results from Goldman Sachs and Morgan Stanley, with downbeat economic data from China denting investor sentiment globally on Tuesday.</p><p>U.S.-listed China stocks such NIO , JD.com Inc and Baidu fell more than 2.5% after China reported slower fourth-quarter economic growth compared with the previous quarter.</p><p>Crypto stocks soared in premarket trading. Bit Digital and BIT Mining rose 15%, Marathon Digita rose 9%, Coinbase rose 5%. Bitcoin is on the charge in 2023, dragging the crypto market off the floor.</p><p>Investors await data on retail sales, existing home sales for December and jobless claims later in the week, besides comments from several Fed officials for cues on the central bank&#39;s monetary tightening plans.</p><h2>Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were down 121 points, or 0.35%, S&amp;P 500 e-minis were down 12.5 points, or 0.31%, and Nasdaq 100 e-minis were down 53 points, or 0.46%.</p><p><img src=\"https://static.tigerbbs.com/b79e330e87d5652d4f8576942139e53c\" tg-width=\"425\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Goldman Sachs</b> <b>(GS) </b>— The bank slid more than 2% after reporting earnings-per-share and revenue that missed Wall Street estimates Tuesday.</p><p><b>Morgan Stanley (MS)</b> — Morgan Stanley&#39;s earnings topped Wall Street expectations Tuesday, thanks, in part to record wealth management revenue. Shares were 1.46% higher in the premarket.</p><p><b>Roku (ROKU)</b> — Roku shares dipped 2% after Truist downgraded the company to a hold from a buy rating, saying that the streaming stock is hypersensitive to a tough macro environment given that a large chunk of revenues are tied to advertising.</p><p><b>Snap (SNAP)</b> — JMP Securities downgraded the company to market perform from market outperform, citing declining time spent on Snap and increased competition from Reels and YouTube shorts. Snap slid 1.73% in the premarket.</p><p><b>Alibaba (BABA)</b> — Activist investor Ryan Cohen built a stake in the Chinese e-commerce giant, according to the Wall Street Journal. Cohen is pushing the company to increase its stock buyback program, the report said. Shares were higher by 0.3% in the premarket.</p><p><b>Pfizer (PFE) </b>— Wells Fargo downgraded the pharmaceutical giant to equal weight from overweight on Monday, saying the company needed a reset from the pandemic for shares to work again. Pfizer was down 1.38% in the premarket.</p><p><b>Grab (GRAB)</b> — Grab was upgraded to Buy on Tuesday as Bank of America sees a more favorable risk/reward dynamic into 2023. Grab shares rose 2.2% in premarket trading on Tuesday.</p><p><b>Whirlpool (WHR)</b> — Shares dropped 3% after Whirlpool said it will divest a majority of its EMEA business, and form a new business focused on Europe with Turkish household appliances maker Arcelik. Whirlpool will own 25% of the new entity, while Arcelik will own 75%.</p><p><b>iQIYI (IQ) </b>— iQIYI today announced an underwritten public offering of 76,500,000 American Depositary Shares, each representing seven Class A ordinary shares, par value $0.00001 per share, of the Company (the &#34;ADSs&#34;). The shares dropped more than 8% in premarket trading.</p><p><b>Emerson Electric Co.</b> <b>(EMR)</b> has submitted a bid to acquire <b>National Instruments Corp. (NATI)</b> for $53 a share at an implied enterprise value of $7.6 billion. National Instruments shares jumped 17% in premarket trading while Emerson Electric fell 3.7%.</p><p><b>Vodafone (VOD)</b> — The U.K. telecommunications company rose nearly 2% in the premarket. On Monday, Ghana approved Vodafone&#39;s sale of 70% of its stake in Vodafone Ghana to Telecel Group. On Thursday, Vodafone was upgraded to buy by Bank of America, which said it was optimistic about the company&#39;s prospects amid CEO Nick Read&#39;s departure.</p><p><b>Global Payments (GPN)</b> — Morgan Stanley upgraded Global Payments to overweight from equal weight on Tuesday, citing a more favorable competitive backdrop and attractive valuation, among other things. The company gained 2% in the premarket.</p><p><b>Church &amp; Dwight (CHD) </b>— Morgan Stanley upgraded the consumer goods maker to overweight from equal weight and boosted its price target to $91 from $82. Church &amp; Dwight gained more than 1% in the premarket.</p><p><b>Cheesecake Factory (CAKE)</b> — The restaurant chain slid more than 3% after being downgraded by Citi to neutral from buy, which said shares are near its price target. Cheesecake was also downgraded to hold by Gordon Haskett.</p><p><b>Bloomin&#39; Brands (BLMN)</b> — The Outback Steakhouse parent slid nearly 2% after being downgraded to hold by Gordon Haskett, which cited the company&#39;s increasing balanced risk/reward profile.</p><p><b>Reynolds Consumer Products (REYN)</b> — Shares fell about 1.3% after Credit Suisse downgraded the household goods maker to neutral from outperform, saying share gains are now baked into the stock price.</p><h2>Market News</h2><h3>China 2022 GDP Slows, Population Shrinks</h3><p>China saw gross domestic product growth of 3% in 2022, the second slowest pace since the 1970s, while fourth quarter and December data came in better than economists had expected. Meanwhile, the nation’s population started shrinking last year for the first time in six decades as births decline despite efforts to encourage bigger families.</p><h3>Investors Most Underweight on US Stocks Since 2005, BofA Poll Shows</h3><p>Investors are the most underweight on US equities since 2005 as improving market sentiment sends them flocking toward cheaper regions, according to Bank of America Corp.’s global fund manager survey.</p><p>Participants in the January poll were “a lot less bearish” than in the fourth quarter, sparking a rotation to emerging markets, Europe and cyclical stocks, and away from pharmaceuticals, technology and the US, strategists led by Michael Hartnett wrote in a note. Allocation to US equities “collapsed” during the first month of 2023, with investors a net 39% underweight the asset class, they said, exceeding even the UK’s 15%.</p><h3>Activist Investor Ryan Cohen Takes Stake in Alibaba and Pushes for More Stock Buybacks</h3><p>Activist investor Ryan Cohen takes stake in Alibaba and pushes for more stock buybacks. While the stake is small in comparison to Alibaba’s market capitalization of nearly $300 billion, Mr. Cohen has a wide following among individual investors who often follow his lead.</p><p>Cohen first contacted the Chinese e-commerce giant’s board in August to say he saw the company’s shares as undervalued.</p><p>Mr. Cohen has communicated to Alibaba’s board that the share-repurchase plan could be boosted by another $20 billion, to roughly $60 billion, the people said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Futures Slip After Goldman, MS Earnings As China Data Hits Sentiment</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\">\nPre-Bell｜Futures Slip After Goldman, MS Earnings As China Data Hits Sentiment\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\">2023-01-17 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures started the week lower after quarterly results from Goldman Sachs and Morgan Stanley, with downbeat economic data from China denting investor sentiment globally on Tuesday.</p><p>U.S.-listed China stocks such NIO , JD.com Inc and Baidu fell more than 2.5% after China reported slower fourth-quarter economic growth compared with the previous quarter.</p><p>Crypto stocks soared in premarket trading. Bit Digital and BIT Mining rose 15%, Marathon Digita rose 9%, Coinbase rose 5%. Bitcoin is on the charge in 2023, dragging the crypto market off the floor.</p><p>Investors await data on retail sales, existing home sales for December and jobless claims later in the week, besides comments from several Fed officials for cues on the central bank&#39;s monetary tightening plans.</p><h2>Market Snapshot</h2><p>At 7:50 a.m. ET, Dow e-minis were down 121 points, or 0.35%, S&amp;P 500 e-minis were down 12.5 points, or 0.31%, and Nasdaq 100 e-minis were down 53 points, or 0.46%.</p><p><img src=\"https://static.tigerbbs.com/b79e330e87d5652d4f8576942139e53c\" tg-width=\"425\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/></p><h2>Pre-Market Movers</h2><p><b>Goldman Sachs</b> <b>(GS) </b>— The bank slid more than 2% after reporting earnings-per-share and revenue that missed Wall Street estimates Tuesday.</p><p><b>Morgan Stanley (MS)</b> — Morgan Stanley&#39;s earnings topped Wall Street expectations Tuesday, thanks, in part to record wealth management revenue. Shares were 1.46% higher in the premarket.</p><p><b>Roku (ROKU)</b> — Roku shares dipped 2% after Truist downgraded the company to a hold from a buy rating, saying that the streaming stock is hypersensitive to a tough macro environment given that a large chunk of revenues are tied to advertising.</p><p><b>Snap (SNAP)</b> — JMP Securities downgraded the company to market perform from market outperform, citing declining time spent on Snap and increased competition from Reels and YouTube shorts. Snap slid 1.73% in the premarket.</p><p><b>Alibaba (BABA)</b> — Activist investor Ryan Cohen built a stake in the Chinese e-commerce giant, according to the Wall Street Journal. Cohen is pushing the company to increase its stock buyback program, the report said. Shares were higher by 0.3% in the premarket.</p><p><b>Pfizer (PFE) </b>— Wells Fargo downgraded the pharmaceutical giant to equal weight from overweight on Monday, saying the company needed a reset from the pandemic for shares to work again. Pfizer was down 1.38% in the premarket.</p><p><b>Grab (GRAB)</b> — Grab was upgraded to Buy on Tuesday as Bank of America sees a more favorable risk/reward dynamic into 2023. Grab shares rose 2.2% in premarket trading on Tuesday.</p><p><b>Whirlpool (WHR)</b> — Shares dropped 3% after Whirlpool said it will divest a majority of its EMEA business, and form a new business focused on Europe with Turkish household appliances maker Arcelik. Whirlpool will own 25% of the new entity, while Arcelik will own 75%.</p><p><b>iQIYI (IQ) </b>— iQIYI today announced an underwritten public offering of 76,500,000 American Depositary Shares, each representing seven Class A ordinary shares, par value $0.00001 per share, of the Company (the &#34;ADSs&#34;). The shares dropped more than 8% in premarket trading.</p><p><b>Emerson Electric Co.</b> <b>(EMR)</b> has submitted a bid to acquire <b>National Instruments Corp. (NATI)</b> for $53 a share at an implied enterprise value of $7.6 billion. National Instruments shares jumped 17% in premarket trading while Emerson Electric fell 3.7%.</p><p><b>Vodafone (VOD)</b> — The U.K. telecommunications company rose nearly 2% in the premarket. On Monday, Ghana approved Vodafone&#39;s sale of 70% of its stake in Vodafone Ghana to Telecel Group. On Thursday, Vodafone was upgraded to buy by Bank of America, which said it was optimistic about the company&#39;s prospects amid CEO Nick Read&#39;s departure.</p><p><b>Global Payments (GPN)</b> — Morgan Stanley upgraded Global Payments to overweight from equal weight on Tuesday, citing a more favorable competitive backdrop and attractive valuation, among other things. The company gained 2% in the premarket.</p><p><b>Church &amp; Dwight (CHD) </b>— Morgan Stanley upgraded the consumer goods maker to overweight from equal weight and boosted its price target to $91 from $82. Church &amp; Dwight gained more than 1% in the premarket.</p><p><b>Cheesecake Factory (CAKE)</b> — The restaurant chain slid more than 3% after being downgraded by Citi to neutral from buy, which said shares are near its price target. Cheesecake was also downgraded to hold by Gordon Haskett.</p><p><b>Bloomin&#39; Brands (BLMN)</b> — The Outback Steakhouse parent slid nearly 2% after being downgraded to hold by Gordon Haskett, which cited the company&#39;s increasing balanced risk/reward profile.</p><p><b>Reynolds Consumer Products (REYN)</b> — Shares fell about 1.3% after Credit Suisse downgraded the household goods maker to neutral from outperform, saying share gains are now baked into the stock price.</p><h2>Market News</h2><h3>China 2022 GDP Slows, Population Shrinks</h3><p>China saw gross domestic product growth of 3% in 2022, the second slowest pace since the 1970s, while fourth quarter and December data came in better than economists had expected. Meanwhile, the nation’s population started shrinking last year for the first time in six decades as births decline despite efforts to encourage bigger families.</p><h3>Investors Most Underweight on US Stocks Since 2005, BofA Poll Shows</h3><p>Investors are the most underweight on US equities since 2005 as improving market sentiment sends them flocking toward cheaper regions, according to Bank of America Corp.’s global fund manager survey.</p><p>Participants in the January poll were “a lot less bearish” than in the fourth quarter, sparking a rotation to emerging markets, Europe and cyclical stocks, and away from pharmaceuticals, technology and the US, strategists led by Michael Hartnett wrote in a note. Allocation to US equities “collapsed” during the first month of 2023, with investors a net 39% underweight the asset class, they said, exceeding even the UK’s 15%.</p><h3>Activist Investor Ryan Cohen Takes Stake in Alibaba and Pushes for More Stock Buybacks</h3><p>Activist investor Ryan Cohen takes stake in Alibaba and pushes for more stock buybacks. While the stake is small in comparison to Alibaba’s market capitalization of nearly $300 billion, Mr. Cohen has a wide following among individual investors who often follow his lead.</p><p>Cohen first contacted the Chinese e-commerce giant’s board in August to say he saw the company’s shares as undervalued.</p><p>Mr. Cohen has communicated to Alibaba’s board that the share-repurchase plan could be boosted by another $20 billion, to roughly $60 billion, the people said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","ROKU":"Roku Inc","GS":"高盛","NATI":"美国国家仪器","BABA":"阿里巴巴","GRAB":"Grab Holdings","MS":"摩根士丹利","BLMN":"Bloomin' Brands","IQ":"爱奇艺",".DJI":"道琼斯","CAKE":"芝乐坊餐馆","WHR":"惠而浦",".IXIC":"NASDAQ Composite","VOD":"沃达丰","SNAP":"Snap Inc",".SPX":"S&P 500 Index","REYN":"Reynolds Consumer Products, Inc.","CHD":"丘奇＆德怀特","GPN":"环汇有限公司","EMR":"艾默生电气"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156595157","content_text":"U.S. stock index futures started the week lower after quarterly results from Goldman Sachs and Morgan Stanley, with downbeat economic data from China denting investor sentiment globally on Tuesday.U.S.-listed China stocks such NIO , JD.com Inc and Baidu fell more than 2.5% after China reported slower fourth-quarter economic growth compared with the previous quarter.Crypto stocks soared in premarket trading. Bit Digital and BIT Mining rose 15%, Marathon Digita rose 9%, Coinbase rose 5%. Bitcoin is on the charge in 2023, dragging the crypto market off the floor.Investors await data on retail sales, existing home sales for December and jobless claims later in the week, besides comments from several Fed officials for cues on the central bank's monetary tightening plans.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 121 points, or 0.35%, S&P 500 e-minis were down 12.5 points, or 0.31%, and Nasdaq 100 e-minis were down 53 points, or 0.46%.Pre-Market MoversGoldman Sachs (GS) — The bank slid more than 2% after reporting earnings-per-share and revenue that missed Wall Street estimates Tuesday.Morgan Stanley (MS) — Morgan Stanley's earnings topped Wall Street expectations Tuesday, thanks, in part to record wealth management revenue. Shares were 1.46% higher in the premarket.Roku (ROKU) — Roku shares dipped 2% after Truist downgraded the company to a hold from a buy rating, saying that the streaming stock is hypersensitive to a tough macro environment given that a large chunk of revenues are tied to advertising.Snap (SNAP) — JMP Securities downgraded the company to market perform from market outperform, citing declining time spent on Snap and increased competition from Reels and YouTube shorts. Snap slid 1.73% in the premarket.Alibaba (BABA) — Activist investor Ryan Cohen built a stake in the Chinese e-commerce giant, according to the Wall Street Journal. Cohen is pushing the company to increase its stock buyback program, the report said. Shares were higher by 0.3% in the premarket.Pfizer (PFE) — Wells Fargo downgraded the pharmaceutical giant to equal weight from overweight on Monday, saying the company needed a reset from the pandemic for shares to work again. Pfizer was down 1.38% in the premarket.Grab (GRAB) — Grab was upgraded to Buy on Tuesday as Bank of America sees a more favorable risk/reward dynamic into 2023. Grab shares rose 2.2% in premarket trading on Tuesday.Whirlpool (WHR) — Shares dropped 3% after Whirlpool said it will divest a majority of its EMEA business, and form a new business focused on Europe with Turkish household appliances maker Arcelik. Whirlpool will own 25% of the new entity, while Arcelik will own 75%.iQIYI (IQ) — iQIYI today announced an underwritten public offering of 76,500,000 American Depositary Shares, each representing seven Class A ordinary shares, par value $0.00001 per share, of the Company (the \"ADSs\"). The shares dropped more than 8% in premarket trading.Emerson Electric Co. (EMR) has submitted a bid to acquire National Instruments Corp. (NATI) for $53 a share at an implied enterprise value of $7.6 billion. National Instruments shares jumped 17% in premarket trading while Emerson Electric fell 3.7%.Vodafone (VOD) — The U.K. telecommunications company rose nearly 2% in the premarket. On Monday, Ghana approved Vodafone's sale of 70% of its stake in Vodafone Ghana to Telecel Group. On Thursday, Vodafone was upgraded to buy by Bank of America, which said it was optimistic about the company's prospects amid CEO Nick Read's departure.Global Payments (GPN) — Morgan Stanley upgraded Global Payments to overweight from equal weight on Tuesday, citing a more favorable competitive backdrop and attractive valuation, among other things. The company gained 2% in the premarket.Church & Dwight (CHD) — Morgan Stanley upgraded the consumer goods maker to overweight from equal weight and boosted its price target to $91 from $82. Church & Dwight gained more than 1% in the premarket.Cheesecake Factory (CAKE) — The restaurant chain slid more than 3% after being downgraded by Citi to neutral from buy, which said shares are near its price target. Cheesecake was also downgraded to hold by Gordon Haskett.Bloomin' Brands (BLMN) — The Outback Steakhouse parent slid nearly 2% after being downgraded to hold by Gordon Haskett, which cited the company's increasing balanced risk/reward profile.Reynolds Consumer Products (REYN) — Shares fell about 1.3% after Credit Suisse downgraded the household goods maker to neutral from outperform, saying share gains are now baked into the stock price.Market NewsChina 2022 GDP Slows, Population ShrinksChina saw gross domestic product growth of 3% in 2022, the second slowest pace since the 1970s, while fourth quarter and December data came in better than economists had expected. Meanwhile, the nation’s population started shrinking last year for the first time in six decades as births decline despite efforts to encourage bigger families.Investors Most Underweight on US Stocks Since 2005, BofA Poll ShowsInvestors are the most underweight on US equities since 2005 as improving market sentiment sends them flocking toward cheaper regions, according to Bank of America Corp.’s global fund manager survey.Participants in the January poll were “a lot less bearish” than in the fourth quarter, sparking a rotation to emerging markets, Europe and cyclical stocks, and away from pharmaceuticals, technology and the US, strategists led by Michael Hartnett wrote in a note. Allocation to US equities “collapsed” during the first month of 2023, with investors a net 39% underweight the asset class, they said, exceeding even the UK’s 15%.Activist Investor Ryan Cohen Takes Stake in Alibaba and Pushes for More Stock BuybacksActivist investor Ryan Cohen takes stake in Alibaba and pushes for more stock buybacks. While the stake is small in comparison to Alibaba’s market capitalization of nearly $300 billion, Mr. Cohen has a wide following among individual investors who often follow his lead.Cohen first contacted the Chinese e-commerce giant’s board in August to say he saw the company’s shares as undervalued.Mr. Cohen has communicated to Alibaba’s board that the share-repurchase plan could be boosted by another $20 billion, to roughly $60 billion, the people said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956889781,"gmtCreate":1673962944843,"gmtModify":1676538909096,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$&nbsp;</a> &nbsp;。。。。。：：","listText":"<a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPY 20230217 340.0 PUT\">$SPY 20230217 340.0 PUT$&nbsp;</a> &nbsp;。。。。。：：","text":"$SPY 20230217 340.0 PUT$ $SPY 20230217 340.0 PUT$ 。。。。。：：","images":[{"img":"https://community-static.tradeup.com/news/14016208f2f1f972e82e7a1ac783da9e","width":"720","height":"1455"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956889781","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887641403,"gmtCreate":1632033365202,"gmtModify":1676530690544,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887641403","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=&edition=fundamental","pubTime":"2021-09-14 10:40","market":"sg","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</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; 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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\">\n提醒：中秋节休市安排来了！港股22日休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962947478,"gmtCreate":1669710462895,"gmtModify":1676538226830,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SPXW 20221129 3900.0 PUT\">$SPXW 20221129 3900.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPXW 20221129 3900.0 PUT\">$SPXW 20221129 3900.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SPXW 20221129 3900.0 PUT\">$SPXW 20221129 3900.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPXW 20221129 3900.0 PUT\">$SPXW 20221129 3900.0 PUT$&nbsp;</a> &nbsp;","text":"$SPXW 20221129 3900.0 PUT$ $SPXW 20221129 3900.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/1c2dd1f1346f3220c291cdb6af3338be","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962947478","isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924480904,"gmtCreate":1672308247309,"gmtModify":1676538669684,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$&nbsp;</a> &nbsp;","listText":"<a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$ </a><a href=\"https://ttm.financial/OPT/SPXW 20230103 3670.0 PUT\">$SPXW 20230103 3670.0 PUT$&nbsp;</a> &nbsp;","text":"$SPXW 20230103 3670.0 PUT$ $SPXW 20230103 3670.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/db077989a185fa2d98a705f14242c3c3","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924480904","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962408469,"gmtCreate":1669818455451,"gmtModify":1676538249630,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQM\">$智利矿业化工(SQM)$ &nbsp;</a>ssee","listText":"<a href=\"https://ttm.financial/S/SQM\">$智利矿业化工(SQM)$ &nbsp;</a>ssee","text":"$智利矿业化工(SQM)$ ssee","images":[{"img":"https://community-static.tradeup.com/news/c0a577eeb106d2a6ae6ccde3e4e9d0be","width":"720","height":"1466"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962408469","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966245444,"gmtCreate":1669585155889,"gmtModify":1676538208342,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966245444","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884369276,"gmtCreate":1631857788195,"gmtModify":1676530654223,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Waiting...","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Waiting...","text":"$Exela Technologies, Inc.(XELA)$Waiting...","images":[{"img":"https://static.tigerbbs.com/ed362332cd7ecfd47fd8652d4dfb2098","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884369276","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":882200746,"gmtCreate":1631692471585,"gmtModify":1676530610124,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882200746","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=&edition=fundamental","pubTime":"2021-09-14 10:40","market":"sg","language":"zh","title":"提醒：中秋节休市安排来了！港股22日休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" 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>提醒：中秋节休市安排来了！港股22日休市</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; 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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\">\n提醒：中秋节休市安排来了！港股22日休市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-14 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2021年中秋节假期即将来临！各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>港股：</b></p>\n<p>9月22日（周三）休市。9月23日（周四）起照常开市。</p>\n<p><b>A股：</b></p>\n<p>9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。</p>\n<p><b>美股、英股、澳股、新加坡股市照常交易。</b></p>\n<p><b>沪股通和深股通：</b></p>\n<p>9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><b>港股通：</b></p>\n<p>9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。</p>\n<p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890335896,"gmtCreate":1628082645115,"gmtModify":1703500850846,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":".....","listText":".....","text":".....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890335896","repostId":"1114686999","repostType":4,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956889368,"gmtCreate":1673962734954,"gmtModify":1676538909077,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956889368","repostId":"2303341608","repostType":4,"repost":{"id":"2303341608","pubTimestamp":1673942442,"share":"https://ttm.financial/m/news/2303341608?lang=&edition=fundamental","pubTime":"2023-01-17 16:00","market":"us","language":"en","title":"3 Fantastic Stocks That Could Soar in the Coming Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2303341608","media":"Motley Fool","summary":"There is no such thing as a guaranteed winner on Wall Street, but these tech stocks have what it takes to generate serious returns.","content":"<html><head></head><body><p>Are you looking to make some serious cash in the next bull market? Look no further! Three experienced Motley Fool contributors have teamed up to outline their best stock ideas for the upcoming bounce.</p><p><b>Alphabet</b>, <b>Micron Technology</b>, and <b><a href=\"https://laohu8.com/S/LC\">LendingClub</a></b> are three outstanding stocks that have the potential to skyrocket when the current inflation-fighting market mood expires. With a combination of solid fundamentals, industry disruption, and a touch of calculated risk, these picks might just deliver wealth-building returns. Whether the market turns up in 2023 or not, this trio is poised to help your portfolio for the long haul.</p><p>So let&#39;s buckle up and see what these investing experts have on tap.</p><h2>Digital ads are alive and well, and just waiting to pop higher</h2><p><b>Nicholas Rossolillo (Alphabet):</b> The downturn in the digital ads space has been an oft-repeated point over the last year, but I&#39;ll sound the alarm one more time. With the world headed toward (or perhaps already in) a recession, online marketing activity could be in for further slowdown in 2023. Alphabet -- which to this day still collects nearly 80% of its revenue from ads (Google search, YouTube, etc.) -- may not be a high-growth business in the immediate term as a result.</p><p>Then there&#39;s, of course, the curveball that OpenAI&#39;s ChatGPT tool presents. I think it&#39;s far too soon to say the artificial intelligence (AI)-powered conversational responses ChatGPT generates will be an internet search disruptor. After all, ChatGPT doesn&#39;t scour the internet for information like Google does. Rather, it generates responses based on past data it has been trained on. Plus, ChatGPT isn&#39;t being monetized yet. Perhaps OpenAI investor <b>Microsoft</b> will have some ideas to test out.</p><p>But at any rate, I think Alphabet remains in the top spot for digital ads for the foreseeable future, which means an eventual rebound in the global economy will mean a resurgence of the digital ads business. Along the way, Google Cloud is still kicking butt (sales up 38% year over year last quarter) and will eventually start kicking in some profits to fuel the Alphabet machine (Google Cloud operating loss margin narrowed to 10% last quarter, compared to a 13% loss last year).</p><p>If that isn&#39;t convincing enough, there&#39;s also the fact that Alphabet overall remains highly profitable (free cash flow of $62.5 billion over the last 12 months) and was sitting on cash and short-term investments net of debt of $102 billion at the end of September 2022. Alphabet is using that cash to repurchase massive amounts of stock as it returns excess cash to shareholders. That will pay off in spades whenever the next bull market arrives.</p><p>As of this writing, Alphabet trades for less than 19 times trailing-12-month free cash flow. This tech titan looks like a fantastic long-term value to me right now, and I think it could soar when the stock market&#39;s mood eventually improves.</p><h2>The stuff that memories are made of</h2><p><b>Anders Bylund (Micron Technology):</b> The computer memory market is highly cyclical. The industry tends to run into oversupply situations where manufacturing facilities produce more memory chips than device makers can use, flooding the market with cheaper and cheaper chips. Next, you see excessive production cuts and rising chip prices until electronics builders are calling for relief. Changes in end-market demand also play into this cycle, often amplifying its effects.</p><p>You can set your watch by these cycles, roughly three years apart. It&#39;s easy to see the memory market&#39;s cyclical turns in the revenue chart of computer memory giant Micron Technology.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0a431faaa4d9c19153c559c835fc1ee\" tg-width=\"2000\" tg-height=\"1167\" referrerpolicy=\"no-referrer\"/><span>MU Revenue (TTM) data by YCharts</span></p><p>As you can see, the memory market recently completed a bullish cycle and is now heading south again. In this instance, sector leader Samsung is pumping out massive volumes of cheap chips, causing yet another price war across the industry.</p><p>Micron&#39;s stock already shows signs of this ongoing downturn, accelerated by the uncertain macroeconomic climate. The stock&#39;s price is down more than 40% from its all-time highs almost exactly one year ago.</p><p>One might think it would be a bad idea to buy Micron shares in the midst of a cyclical downswing. Why not wait until prices stabilize, revenue starts growing again, and everything looks good?</p><p>That&#39;s because investors have known about this sector&#39;s predictable swings for a long time, enabling them to predict future changes to some degree. So, generally speaking, you don&#39;t see Micron&#39;s stock rising <i>after</i> each upturn in the revenue chart, but a few months <i>ahead</i> of the sales curve. In other words, you should expect share prices to start rising before this price war actually ends:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ef02ada7cc8e19af823234ddc8183fb\" tg-width=\"2000\" tg-height=\"1167\" referrerpolicy=\"no-referrer\"/><span>MU Percent Off All-Time High data by YCharts</span></p><p>I&#39;ll admit that cyclical market swings are an inexact science and maybe more of an art. However, I&#39;ve seen this movie play out five times in the last 15 years, and the plot tends to be quite similar every time. Based on that experience, Micron seems to be nearing the tipping point where the stock will skyrocket again for approximately a year and a half.</p><p>Furthermore, Micron&#39;s stock is attractively priced at 10.5 times trailing earnings and 2.2 times sales. That&#39;s also consistent with the patterns seen before earlier upswings.</p><p>I can&#39;t absolutely guarantee that this scenario will play out this spring, but Micron is almost guaranteed to take its next big jump before the end of the year. History suggests that it&#39;s better to swing early at these cyclical opportunities than wait too long and miss them entirely. So you might as well take action now.</p><h2>This bargain-priced fintech is less risky than the market thinks</h2><p><b>Billy Duberstein (LendingClub):</b> Once inflation comes down and interest rates normalize, there&#39;s a good chance fintech stock LendingClub could take off again.</p><p>Along with the rest of the fintech sector, LendingClub sold off hard in 2022, falling 62% on the year. Yet while some of its peers have some very real problems, LendingClub&#39;s business model and profitability should enable it to withstand an economic downturn and thrive on the other side. In fact, LendingClub beat revenue and earnings expectations in every earnings report last year, even though its stock continued to fall largely based on macroeconomic concerns.</p><p>The game changer for LendingClub relative to its peers was its acquisition of Radius Bank back in early 2021. In the wake of that acquisition, LendingClub transformed from a pure marketplace that needed to constantly sell its personal loans to a hybrid bank model, in which it is able to not only sell loans, but also hold them on its balance sheet, backed by low-cost deposits.</p><p>As interest rates have risen at a rapid rate, loan buyers are pulling back from the market, as their demands for yields have gone up rapidly. Therefore, if you&#39;re a loan underwriting fintech platform that depends on third-party buyers, you have been under severe pressure over the past year.</p><p>LendingClub isn&#39;t immune from that pressure, as its loan buyers&#39; return thresholds have gone up faster than LendingClub can adjust its APRs. Last quarter, LendingClub had to reduce its marketplace originations by 15% over the prior quarter. On the other hand, LendingClub was also able to <i>increase</i> the originations it put on its balance sheet by 13%, making up 33% of its originations.</p><p>If you think holding more loans could pose a risk, keep in mind that LendingClub has made a big effort to target prime borrowers over the past year in anticipation of tighter financial conditions. The average FICO score on LendingClub&#39;s held-for-investment portfolio is 730, with an average borrower income of $115,000. Meanwhile, the company seems to have conservatively reserved for losses, reserving 6.3% against all loans, with 7.2% reserved against its core unsecured consumer loan portfolio.</p><p>At the same time, LendingClub&#39;s 30-day delinquencies are only around 1% right now, which is well below the 2% to 2.5% range prior to the pandemic, which itself is far below LendingClub&#39;s reserve ratios. In addition, LendingClub&#39;s balance sheet has conservative capital ratios, with a CET1 ratio of 18.3% as of last quarter, nearly 50% higher than that of most large banks.</p><p>When the Fed eventually slows and/or pauses rate hikes, LendingClub&#39;s lagging rate increases will catch up with the higher cost of capital, which should reignite marketplace sales. Meanwhile, the held-for-investment portfolio could very well outperform the company&#39;s conservative reserve ratios, perhaps leading to reserve releases.</p><p>The stock has sold off to just 0.8 times book value and just 5 times this year&#39;s earnings estimates. That&#39;s a valuation reflecting a bad recession already, especially for a company so conservatively reserved and with still-bright growth prospects. Once inflation comes down or the recession ends, LendingClub could very well make an upward move back toward its late 2021 highs.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Fantastic Stocks That Could Soar in the Coming Bull Market</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\">\n3 Fantastic Stocks That Could Soar in the Coming Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/3-great-stocks-that-could-soar-in-next-bull-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are you looking to make some serious cash in the next bull market? Look no further! Three experienced Motley Fool contributors have teamed up to outline their best stock ideas for the upcoming bounce....</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/3-great-stocks-that-could-soar-in-next-bull-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4543":"AI","BK4538":"云计算","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4166":"消费信贷","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4503":"景林资产持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0444971666.USD":"天利全球科技基金","GOOG":"谷歌","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","GOOGL":"谷歌A","BK4573":"虚拟现实","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4023":"应用软件","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SG9999001077.SGD":"United International Growth Fund SGD","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4507":"流媒体概念","LC":"LendingClub","MU":"美光科技","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4525":"远程办公概念"},"source_url":"https://www.fool.com/investing/2023/01/15/3-great-stocks-that-could-soar-in-next-bull-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303341608","content_text":"Are you looking to make some serious cash in the next bull market? Look no further! Three experienced Motley Fool contributors have teamed up to outline their best stock ideas for the upcoming bounce.Alphabet, Micron Technology, and LendingClub are three outstanding stocks that have the potential to skyrocket when the current inflation-fighting market mood expires. With a combination of solid fundamentals, industry disruption, and a touch of calculated risk, these picks might just deliver wealth-building returns. Whether the market turns up in 2023 or not, this trio is poised to help your portfolio for the long haul.So let's buckle up and see what these investing experts have on tap.Digital ads are alive and well, and just waiting to pop higherNicholas Rossolillo (Alphabet): The downturn in the digital ads space has been an oft-repeated point over the last year, but I'll sound the alarm one more time. With the world headed toward (or perhaps already in) a recession, online marketing activity could be in for further slowdown in 2023. Alphabet -- which to this day still collects nearly 80% of its revenue from ads (Google search, YouTube, etc.) -- may not be a high-growth business in the immediate term as a result.Then there's, of course, the curveball that OpenAI's ChatGPT tool presents. I think it's far too soon to say the artificial intelligence (AI)-powered conversational responses ChatGPT generates will be an internet search disruptor. After all, ChatGPT doesn't scour the internet for information like Google does. Rather, it generates responses based on past data it has been trained on. Plus, ChatGPT isn't being monetized yet. Perhaps OpenAI investor Microsoft will have some ideas to test out.But at any rate, I think Alphabet remains in the top spot for digital ads for the foreseeable future, which means an eventual rebound in the global economy will mean a resurgence of the digital ads business. Along the way, Google Cloud is still kicking butt (sales up 38% year over year last quarter) and will eventually start kicking in some profits to fuel the Alphabet machine (Google Cloud operating loss margin narrowed to 10% last quarter, compared to a 13% loss last year).If that isn't convincing enough, there's also the fact that Alphabet overall remains highly profitable (free cash flow of $62.5 billion over the last 12 months) and was sitting on cash and short-term investments net of debt of $102 billion at the end of September 2022. Alphabet is using that cash to repurchase massive amounts of stock as it returns excess cash to shareholders. That will pay off in spades whenever the next bull market arrives.As of this writing, Alphabet trades for less than 19 times trailing-12-month free cash flow. This tech titan looks like a fantastic long-term value to me right now, and I think it could soar when the stock market's mood eventually improves.The stuff that memories are made ofAnders Bylund (Micron Technology): The computer memory market is highly cyclical. The industry tends to run into oversupply situations where manufacturing facilities produce more memory chips than device makers can use, flooding the market with cheaper and cheaper chips. Next, you see excessive production cuts and rising chip prices until electronics builders are calling for relief. Changes in end-market demand also play into this cycle, often amplifying its effects.You can set your watch by these cycles, roughly three years apart. It's easy to see the memory market's cyclical turns in the revenue chart of computer memory giant Micron Technology.MU Revenue (TTM) data by YChartsAs you can see, the memory market recently completed a bullish cycle and is now heading south again. In this instance, sector leader Samsung is pumping out massive volumes of cheap chips, causing yet another price war across the industry.Micron's stock already shows signs of this ongoing downturn, accelerated by the uncertain macroeconomic climate. The stock's price is down more than 40% from its all-time highs almost exactly one year ago.One might think it would be a bad idea to buy Micron shares in the midst of a cyclical downswing. Why not wait until prices stabilize, revenue starts growing again, and everything looks good?That's because investors have known about this sector's predictable swings for a long time, enabling them to predict future changes to some degree. So, generally speaking, you don't see Micron's stock rising after each upturn in the revenue chart, but a few months ahead of the sales curve. In other words, you should expect share prices to start rising before this price war actually ends:MU Percent Off All-Time High data by YChartsI'll admit that cyclical market swings are an inexact science and maybe more of an art. However, I've seen this movie play out five times in the last 15 years, and the plot tends to be quite similar every time. Based on that experience, Micron seems to be nearing the tipping point where the stock will skyrocket again for approximately a year and a half.Furthermore, Micron's stock is attractively priced at 10.5 times trailing earnings and 2.2 times sales. That's also consistent with the patterns seen before earlier upswings.I can't absolutely guarantee that this scenario will play out this spring, but Micron is almost guaranteed to take its next big jump before the end of the year. History suggests that it's better to swing early at these cyclical opportunities than wait too long and miss them entirely. So you might as well take action now.This bargain-priced fintech is less risky than the market thinksBilly Duberstein (LendingClub): Once inflation comes down and interest rates normalize, there's a good chance fintech stock LendingClub could take off again.Along with the rest of the fintech sector, LendingClub sold off hard in 2022, falling 62% on the year. Yet while some of its peers have some very real problems, LendingClub's business model and profitability should enable it to withstand an economic downturn and thrive on the other side. In fact, LendingClub beat revenue and earnings expectations in every earnings report last year, even though its stock continued to fall largely based on macroeconomic concerns.The game changer for LendingClub relative to its peers was its acquisition of Radius Bank back in early 2021. In the wake of that acquisition, LendingClub transformed from a pure marketplace that needed to constantly sell its personal loans to a hybrid bank model, in which it is able to not only sell loans, but also hold them on its balance sheet, backed by low-cost deposits.As interest rates have risen at a rapid rate, loan buyers are pulling back from the market, as their demands for yields have gone up rapidly. Therefore, if you're a loan underwriting fintech platform that depends on third-party buyers, you have been under severe pressure over the past year.LendingClub isn't immune from that pressure, as its loan buyers' return thresholds have gone up faster than LendingClub can adjust its APRs. Last quarter, LendingClub had to reduce its marketplace originations by 15% over the prior quarter. On the other hand, LendingClub was also able to increase the originations it put on its balance sheet by 13%, making up 33% of its originations.If you think holding more loans could pose a risk, keep in mind that LendingClub has made a big effort to target prime borrowers over the past year in anticipation of tighter financial conditions. The average FICO score on LendingClub's held-for-investment portfolio is 730, with an average borrower income of $115,000. Meanwhile, the company seems to have conservatively reserved for losses, reserving 6.3% against all loans, with 7.2% reserved against its core unsecured consumer loan portfolio.At the same time, LendingClub's 30-day delinquencies are only around 1% right now, which is well below the 2% to 2.5% range prior to the pandemic, which itself is far below LendingClub's reserve ratios. In addition, LendingClub's balance sheet has conservative capital ratios, with a CET1 ratio of 18.3% as of last quarter, nearly 50% higher than that of most large banks.When the Fed eventually slows and/or pauses rate hikes, LendingClub's lagging rate increases will catch up with the higher cost of capital, which should reignite marketplace sales. Meanwhile, the held-for-investment portfolio could very well outperform the company's conservative reserve ratios, perhaps leading to reserve releases.The stock has sold off to just 0.8 times book value and just 5 times this year's earnings estimates. That's a valuation reflecting a bad recession already, especially for a company so conservatively reserved and with still-bright growth prospects. Once inflation comes down or the recession ends, LendingClub could very well make an upward move back toward its late 2021 highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959121675,"gmtCreate":1672932635297,"gmtModify":1676538759735,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ &nbsp;</a>going down&nbsp;","listText":"<a href=\"https://ttm.financial/S/ENPH\">$Enphase Energy(ENPH)$ &nbsp;</a>going down&nbsp;","text":"$Enphase Energy(ENPH)$ going down","images":[{"img":"https://community-static.tradeup.com/news/c603937445bf84eabca6d41e59254864","width":"720","height":"1666"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959121675","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9924416779,"gmtCreate":1672306948392,"gmtModify":1676538669506,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9924416779","repostId":"1139175979","repostType":2,"repost":{"id":"1139175979","pubTimestamp":1672303145,"share":"https://ttm.financial/m/news/1139175979?lang=&edition=fundamental","pubTime":"2022-12-29 16:39","market":"us","language":"zh","title":"诺奖得主：特斯拉股票就像比特币，全靠炒作和信仰支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1139175979","media":"华尔街见闻","summary":"当人们对特斯拉和马斯克的热情不再，特斯拉还能如何主导市场？","content":"<html><head></head><body><p>作者：周晓雯</p><p>诺贝尔经济学奖得主保罗·克鲁格曼在他的专栏中“炮轰”马斯克和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，认为特斯拉的股票“就像比特币一样”，估值全靠炒作和信仰支撑，除此之外并没有多少重大的意义。</p><p>在这篇发表于周二的名为《特斯拉的故事有任何意义吗》的文章中，克鲁格曼认为，特斯拉没有受益于强大的网络外部性（用户越多，用户得到的效用就越多），这一点使其远不能与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>这些长期盈利的公司相比：</p><blockquote>苹果和微软都受益于强大的网络外部性——宽泛地说，每个人都使用他们的产品，因为其他人都使用他们的产品。</blockquote><blockquote>就微软而言……像Word和Excel这样的产品可能不是很好，但在一个特定的公司里，以及与它有业务往来的其他公司里，每个人都被安排使用它们……它的市场优势反映了一种便利和企业习惯，而不是本身产品力有多么卓越。</blockquote><blockquote>苹果的故事在细节上有所不同，但在经济层面上，它是相似的。 我可以根据经验证明，一旦你进入了iPhone/iPad/MacBook的生态系统，你就不会放弃它的便利性，除非有更好的出现。</blockquote><p>在克鲁格曼看来，苹果拥有一个由设备、应用程序和服务组成的生态系统，用户很难离开，而微软的Word和Excel仍然是企业的默认选择，因为它们是用户最熟悉的，也是行业标准。</p><p>相比之下，<b>特斯拉在电动汽车领域不仅面临着来自<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和福特等传统汽车制造商日益激烈的竞争，而且电动汽车并不是一个拥有显著网络外部性的业务：</b></p><blockquote>你可以想象这样一个世界：特斯拉充电桩是唯一广泛存在的充电站，或者特斯拉是机械师唯一知道如何修理的电动汽车。 但随着主要汽车制造商进入电动汽车领域，这种世界的可能性已经消失了。</blockquote><blockquote>事实上，我认为，《减少通货膨胀法》对电气化有强烈的激励作用，实际上会损害特斯拉。为什么呢？<b>因为它将很快使电动汽车变得如此普遍，以至于特斯拉不再显得特别。</b></blockquote><p>克鲁格曼将疫情期间推高特斯拉股价的密集炒作和追捧与同期比特币的大幅上涨相提并论，指出这种领先的加密货币“除了洗钱之外没有明显的用途”，现在它的价格正受到“一群忠实信徒”的提振。</p><p>他质疑，<b>当人们对特斯拉产品的热情不可避免地消退时，特斯拉将如何主导市场并产生巨额利润</b>:</p><blockquote>很难看出什么能让特斯拉长期锁定电动汽车业务。</blockquote><p>克鲁格曼还指出，<b>特斯拉的受欢迎很大程度上源于人们对马斯克“是一个很酷的人”的印象</b>，但这一形象在他收购推特后的一系列事件后已经开始消退：</p><blockquote>这又让我们回到了特斯拉为什么价值这么高的问题上。就我所知，答案是<b>，投资者们爱上了一个关于一位才华横溢、很酷的创新者的故事情节</b>，尽管没有一个很好的论据来证明这个人（即使他真的像他看起来的那样）是如何找到一台长寿的赚钱机器的。</blockquote><p>对于马斯克的行为，克鲁格曼打趣道：</p><blockquote>作为一个在学术界度过了大部分职业生涯的人，我很熟悉这样一种现象：有些人在某些领域非常聪明，但在另一些领域却是彻头彻尾的傻瓜。</blockquote><blockquote>鉴于我们对马斯克的行为的了解，我都不相信他能喂得了我的猫，更别说经营一家大公司了。</blockquote><p>保罗·克鲁格曼是自由经济学派的新生代学者，2008年，克鲁格曼获颁诺贝尔经济学奖，以表彰其“对经济活动的贸易模式和区域的分析”，他创建的新国际贸易理论，分析解释了收入增长和不完全竞争对国际贸易的影响。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n诺奖得主：特斯拉股票就像比特币，全靠炒作和信仰支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 16:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3678597><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：周晓雯诺贝尔经济学奖得主保罗·克鲁格曼在他的专栏中“炮轰”马斯克和特斯拉，认为特斯拉的股票“就像比特币一样”，估值全靠炒作和信仰支撑，除此之外并没有多少重大的意义。在这篇发表于周二的名为《特斯拉的故事有任何意义吗》的文章中，克鲁格曼认为，特斯拉没有受益于强大的网络外部性（用户越多，用户得到的效用就越多），这一点使其远不能与苹果、微软这些长期盈利的公司相比：苹果和微软都受益于强大的网络外部性—...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3678597\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3678597","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1139175979","content_text":"作者：周晓雯诺贝尔经济学奖得主保罗·克鲁格曼在他的专栏中“炮轰”马斯克和特斯拉，认为特斯拉的股票“就像比特币一样”，估值全靠炒作和信仰支撑，除此之外并没有多少重大的意义。在这篇发表于周二的名为《特斯拉的故事有任何意义吗》的文章中，克鲁格曼认为，特斯拉没有受益于强大的网络外部性（用户越多，用户得到的效用就越多），这一点使其远不能与苹果、微软这些长期盈利的公司相比：苹果和微软都受益于强大的网络外部性——宽泛地说，每个人都使用他们的产品，因为其他人都使用他们的产品。就微软而言……像Word和Excel这样的产品可能不是很好，但在一个特定的公司里，以及与它有业务往来的其他公司里，每个人都被安排使用它们……它的市场优势反映了一种便利和企业习惯，而不是本身产品力有多么卓越。苹果的故事在细节上有所不同，但在经济层面上，它是相似的。 我可以根据经验证明，一旦你进入了iPhone/iPad/MacBook的生态系统，你就不会放弃它的便利性，除非有更好的出现。在克鲁格曼看来，苹果拥有一个由设备、应用程序和服务组成的生态系统，用户很难离开，而微软的Word和Excel仍然是企业的默认选择，因为它们是用户最熟悉的，也是行业标准。相比之下，特斯拉在电动汽车领域不仅面临着来自通用汽车和福特等传统汽车制造商日益激烈的竞争，而且电动汽车并不是一个拥有显著网络外部性的业务：你可以想象这样一个世界：特斯拉充电桩是唯一广泛存在的充电站，或者特斯拉是机械师唯一知道如何修理的电动汽车。 但随着主要汽车制造商进入电动汽车领域，这种世界的可能性已经消失了。事实上，我认为，《减少通货膨胀法》对电气化有强烈的激励作用，实际上会损害特斯拉。为什么呢？因为它将很快使电动汽车变得如此普遍，以至于特斯拉不再显得特别。克鲁格曼将疫情期间推高特斯拉股价的密集炒作和追捧与同期比特币的大幅上涨相提并论，指出这种领先的加密货币“除了洗钱之外没有明显的用途”，现在它的价格正受到“一群忠实信徒”的提振。他质疑，当人们对特斯拉产品的热情不可避免地消退时，特斯拉将如何主导市场并产生巨额利润:很难看出什么能让特斯拉长期锁定电动汽车业务。克鲁格曼还指出，特斯拉的受欢迎很大程度上源于人们对马斯克“是一个很酷的人”的印象，但这一形象在他收购推特后的一系列事件后已经开始消退：这又让我们回到了特斯拉为什么价值这么高的问题上。就我所知，答案是，投资者们爱上了一个关于一位才华横溢、很酷的创新者的故事情节，尽管没有一个很好的论据来证明这个人（即使他真的像他看起来的那样）是如何找到一台长寿的赚钱机器的。对于马斯克的行为，克鲁格曼打趣道：作为一个在学术界度过了大部分职业生涯的人，我很熟悉这样一种现象：有些人在某些领域非常聪明，但在另一些领域却是彻头彻尾的傻瓜。鉴于我们对马斯克的行为的了解，我都不相信他能喂得了我的猫，更别说经营一家大公司了。保罗·克鲁格曼是自由经济学派的新生代学者，2008年，克鲁格曼获颁诺贝尔经济学奖，以表彰其“对经济活动的贸易模式和区域的分析”，他创建的新国际贸易理论，分析解释了收入增长和不完全竞争对国际贸易的影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923254408,"gmtCreate":1670873122605,"gmtModify":1676538449891,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Okay&nbsp;","listText":"Okay&nbsp;","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923254408","repostId":"1106430711","repostType":4,"repost":{"id":"1106430711","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670849340,"share":"https://ttm.financial/m/news/1106430711?lang=&edition=fundamental","pubTime":"2022-12-12 20:49","market":"us","language":"zh","title":"盘前 | 法拉第未来大涨，中概股普遍走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1106430711","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段小幅上涨。","content":"<html><head></head><body><p>12月12日（周一），美股三大指数期货在盘前时段小幅上涨。<b>美联储将于北京时间周四凌晨3点公布12月利率决议，目前市场已普遍预计其将宣布加息50个基点，至4.25%-4.5%的区间，这也将是联邦基金利率目标区间自2007年以来的最高水平。</b></p><p><img src=\"https://static.tigerbbs.com/d1d245c605ec857dad652f3d3ce376b9\" tg-width=\"749\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>中概股盘前走势</b></p><p>热门中概股跌多涨少，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.8%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.59%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌约4%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.11%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.33%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.85%；</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>表现较强，涨0.93%。</p><p><b>重要美股盘前走势</b></p><p>法拉第未来盘前大涨超16%，此前宣布将于美国西部时间12月15日举办FF业务更新全球投资人会议，将更新FF 91 Futurist的车辆交付计划。</p><p><img src=\"https://static.tigerbbs.com/378d54ba34ab0fb546a408907e3f27fa\" tg-width=\"449\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></p><p>特斯拉跌0.2%。上周有报道称特斯拉上海工厂将于12月25日至明年1月1日期间暂停生产Model Y电动汽车。特斯拉内部工作人员回应称：不属实。</p><p>微软涨0.49%，微软收购伦敦证券交易所集团（LSEG）约4%股权，并与其就下一代数据和分析以及云基础设施解决方案展开为期10年的战略合作。</p><p>苹果涨0.25%，消息称苹果iPhone 15 Ultra入门容量机型可能高达1299美元，比iPhone 14 Pro Max高出200美元，意味着该机型国内售价可能会突破万元。</p><p>Rivian跌超2%，公司宣布暂停与梅赛德斯-奔驰在欧洲合资设厂生产电动货车的计划，将专注于消费者和现有的商业业务。</p><p><b>大宗商品走势</b></p><p>国际油价走低，尽管供应美国的一条重要输油管道仍处于关闭状态，但西方对俄罗斯石油制裁影响有限，实施情况仍不明朗，限制了油价反弹。</p><p><img src=\"https://static.tigerbbs.com/e25e4dff0197b3def359660c1364a3b3\" tg-width=\"955\" tg-height=\"565\" width=\"100%\" height=\"auto\"/></p><p>国际金价走势震荡。本周稍晚美国将公布CPI数据，美联储也将举行议息会议，在这之前市场可能维持谨慎。</p><p><img src=\"https://static.tigerbbs.com/ea2563f7fb61610d330f052d556fa101\" tg-width=\"970\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前 | 法拉第未来大涨，中概股普遍走弱</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘前 | 法拉第未来大涨，中概股普遍走弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-12 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日（周一），美股三大指数期货在盘前时段小幅上涨。<b>美联储将于北京时间周四凌晨3点公布12月利率决议，目前市场已普遍预计其将宣布加息50个基点，至4.25%-4.5%的区间，这也将是联邦基金利率目标区间自2007年以来的最高水平。</b></p><p><img src=\"https://static.tigerbbs.com/d1d245c605ec857dad652f3d3ce376b9\" tg-width=\"749\" tg-height=\"279\" width=\"100%\" height=\"auto\"/></p><p><b>中概股盘前走势</b></p><p>热门中概股跌多涨少，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.8%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.59%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌约4%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.11%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.33%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.85%；</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>表现较强，涨0.93%。</p><p><b>重要美股盘前走势</b></p><p>法拉第未来盘前大涨超16%，此前宣布将于美国西部时间12月15日举办FF业务更新全球投资人会议，将更新FF 91 Futurist的车辆交付计划。</p><p><img src=\"https://static.tigerbbs.com/378d54ba34ab0fb546a408907e3f27fa\" tg-width=\"449\" tg-height=\"366\" width=\"100%\" height=\"auto\"/></p><p>特斯拉跌0.2%。上周有报道称特斯拉上海工厂将于12月25日至明年1月1日期间暂停生产Model Y电动汽车。特斯拉内部工作人员回应称：不属实。</p><p>微软涨0.49%，微软收购伦敦证券交易所集团（LSEG）约4%股权，并与其就下一代数据和分析以及云基础设施解决方案展开为期10年的战略合作。</p><p>苹果涨0.25%，消息称苹果iPhone 15 Ultra入门容量机型可能高达1299美元，比iPhone 14 Pro Max高出200美元，意味着该机型国内售价可能会突破万元。</p><p>Rivian跌超2%，公司宣布暂停与梅赛德斯-奔驰在欧洲合资设厂生产电动货车的计划，将专注于消费者和现有的商业业务。</p><p><b>大宗商品走势</b></p><p>国际油价走低，尽管供应美国的一条重要输油管道仍处于关闭状态，但西方对俄罗斯石油制裁影响有限，实施情况仍不明朗，限制了油价反弹。</p><p><img src=\"https://static.tigerbbs.com/e25e4dff0197b3def359660c1364a3b3\" tg-width=\"955\" tg-height=\"565\" width=\"100%\" height=\"auto\"/></p><p>国际金价走势震荡。本周稍晚美国将公布CPI数据，美联储也将举行议息会议，在这之前市场可能维持谨慎。</p><p><img src=\"https://static.tigerbbs.com/ea2563f7fb61610d330f052d556fa101\" tg-width=\"970\" tg-height=\"580\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106430711","content_text":"12月12日（周一），美股三大指数期货在盘前时段小幅上涨。美联储将于北京时间周四凌晨3点公布12月利率决议，目前市场已普遍预计其将宣布加息50个基点，至4.25%-4.5%的区间，这也将是联邦基金利率目标区间自2007年以来的最高水平。中概股盘前走势热门中概股跌多涨少，阿里巴巴跌0.8%，拼多多跌1.59%，小鹏汽车跌约4%，蔚来跌1.11%，理想汽车跌1.33%，哔哩哔哩跌1.85%；京东表现较强，涨0.93%。重要美股盘前走势法拉第未来盘前大涨超16%，此前宣布将于美国西部时间12月15日举办FF业务更新全球投资人会议，将更新FF 91 Futurist的车辆交付计划。特斯拉跌0.2%。上周有报道称特斯拉上海工厂将于12月25日至明年1月1日期间暂停生产Model Y电动汽车。特斯拉内部工作人员回应称：不属实。微软涨0.49%，微软收购伦敦证券交易所集团（LSEG）约4%股权，并与其就下一代数据和分析以及云基础设施解决方案展开为期10年的战略合作。苹果涨0.25%，消息称苹果iPhone 15 Ultra入门容量机型可能高达1299美元，比iPhone 14 Pro Max高出200美元，意味着该机型国内售价可能会突破万元。Rivian跌超2%，公司宣布暂停与梅赛德斯-奔驰在欧洲合资设厂生产电动货车的计划，将专注于消费者和现有的商业业务。大宗商品走势国际油价走低，尽管供应美国的一条重要输油管道仍处于关闭状态，但西方对俄罗斯石油制裁影响有限，实施情况仍不明朗，限制了油价反弹。国际金价走势震荡。本周稍晚美国将公布CPI数据，美联储也将举行议息会议，在这之前市场可能维持谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923254518,"gmtCreate":1670873050135,"gmtModify":1676538449883,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"Okie a&nbsp;","listText":"Okie a&nbsp;","text":"Okie a","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9923254518","repostId":"1142968445","repostType":4,"repost":{"id":"1142968445","pubTimestamp":1670856854,"share":"https://ttm.financial/m/news/1142968445?lang=&edition=fundamental","pubTime":"2022-12-12 22:54","market":"us","language":"zh","title":"Meta员工“围攻”扎克伯格：你的元宇宙幻想会“杀死”公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1142968445","media":"华尔街见闻","summary":"满屏负面评论，员工眼中的Meta是什么样的？","content":"<html><head></head><body><p>大裁员后，Meta员工把矛头指向了扎克伯格。</p><p>周一，据媒体报道，Meta员工在匿名论坛Blind上发布了多条对扎克伯格的负面评论，这些评论多是在Meta大裁员的当天和第二天发布。上个月，Meta宣布裁员13%，总数达到1.1万人，同时还将把冻结招聘的期限延长到第一季度。</p><p>其中一位软件开发商表示：</p><blockquote>Meta的首席执行官单单凭Metaverse这一个业务就能拖垮整个公司，Metaverse让我们“缓慢死亡”。</blockquote><p>Blind公共关系主管Rick Chen指出，几乎所有发布的评论都是由各自公司的现任员工在撰写的，人们在被解雇或辞职后通常无法访问Blind。</p><p>一位自称是数据科学家的用户表示：</p><blockquote>Meta需要在高管层面裁员，领导层毫无头绪，他们把激情错当成了实际进步，扎克伯格正在把这家公司引向错误的方向。</blockquote><p>一位自称是高级技术项目经理的发帖人写道：</p><blockquote>糟糕的领导能力将使这艘船沉没。董事级别及以上不承担任何责任，副总裁和董事在这里只是为了榨取公司的利润而不增加任何价值。</blockquote><p>还有的发帖人称：</p><blockquote>我以为这是一家数据驱动的公司，但实际上这是一个人的直觉和情感驱动的，没有人能推翻他（扎克伯格）的决定。</blockquote></body></html>","source":"live_wallstreetcn","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>Meta员工“围攻”扎克伯格：你的元宇宙幻想会“杀死”公司</title>\n<style 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href=\"https://wallstreetcn.com/articles/3677274\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d6b2c0f9780b8fe6e33ec00c921c2324","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://wallstreetcn.com/articles/3677274","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1142968445","content_text":"大裁员后，Meta员工把矛头指向了扎克伯格。周一，据媒体报道，Meta员工在匿名论坛Blind上发布了多条对扎克伯格的负面评论，这些评论多是在Meta大裁员的当天和第二天发布。上个月，Meta宣布裁员13%，总数达到1.1万人，同时还将把冻结招聘的期限延长到第一季度。其中一位软件开发商表示：Meta的首席执行官单单凭Metaverse这一个业务就能拖垮整个公司，Metaverse让我们“缓慢死亡”。Blind公共关系主管Rick Chen指出，几乎所有发布的评论都是由各自公司的现任员工在撰写的，人们在被解雇或辞职后通常无法访问Blind。一位自称是数据科学家的用户表示：Meta需要在高管层面裁员，领导层毫无头绪，他们把激情错当成了实际进步，扎克伯格正在把这家公司引向错误的方向。一位自称是高级技术项目经理的发帖人写道：糟糕的领导能力将使这艘船沉没。董事级别及以上不承担任何责任，副总裁和董事在这里只是为了榨取公司的利润而不增加任何价值。还有的发帖人称：我以为这是一家数据驱动的公司，但实际上这是一个人的直觉和情感驱动的，没有人能推翻他（扎克伯格）的决定。","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965312623,"gmtCreate":1669893634363,"gmtModify":1676538264756,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088339035115720","idStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SQQQ 20230120 70.0 CALL\">$SQQQ 20230120 70.0 CALL$ </a><a href=\"https://ttm.financial/OPT/SQQQ 20230120 70.0 CALL\">$SQQQ 20230120 70.0 CALL$&nbsp;</a> &nbsp;.........","listText":"<a 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