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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":549,"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":3,"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","kind":"highlight","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":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4023":"应用软件","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (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","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","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","LC":"LendingClub","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GOOGL":"谷歌A","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","GOOG":"谷歌","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4543":"AI","BK4077":"互动媒体与服务","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4503":"景林资产持仓","BK4166":"消费信贷","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4551":"寇图资本持仓","MU":"美光科技","BK4538":"云计算","BK4527":"明星科技股","BK4573":"虚拟现实","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4525":"远程办公概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4507":"流媒体概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0444971666.USD":"天利全球科技基金","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","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD"},"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":311,"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":3,"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","kind":"news","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":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","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","BK4527":"明星科技股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","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","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","BK4555":"新能源车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"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":390,"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":3,"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":389,"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":3,"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":467,"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":3,"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":361,"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":3,"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","kind":"news","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":595,"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":3,"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","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":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":352,"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":3,"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","kind":"news","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":399,"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":3,"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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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":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","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","BK4527":"明星科技股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","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","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4511":"特斯拉概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4099":"汽车制造商","LU1548497426.USD":"安联环球人工智能AT Acc","BK4555":"新能源车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"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 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10:40","market":"hk","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; }\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":74,"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":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"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,"repost":{"id":"1114686999","kind":"news","pubTimestamp":1628082430,"share":"https://ttm.financial/m/news/1114686999?lang=&edition=fundamental","pubTime":"2021-08-04 21:07","market":"sh","language":"zh","title":"新华社：警惕电子烟流向未成年人","url":"https://stock-news.laohu8.com/highlight/detail?id=1114686999","media":"新华社","summary":"部分裹着“绚烂外衣”的电子烟在向未成年人群体渗透。","content":"<div>\n<p>周三盘前，雾芯科技盘前短线下挫，由大涨转为跌超2%！新华社发文表示警惕电子烟流向未成年人。\n\n以下为全文\n新华社记者 白佳丽、梁姊\n“走进各大商场，总能看到几家电子烟专卖店”“不少年轻人脖子上挂着五颜六色的电子烟，时不时就吸上一口”……近年来，电子烟作为一种新兴的烟草消费品，尤其是一些电子烟标榜潮流与“健康”，在年轻人中快速走红。\n记者近期调查发现，虽然国家已明文规定各类市场主体不得向未成年人出售...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-08/04/c_1127730603.htm\">Web Link</a>\n\n</div>\n","source":"xhw","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>新华社：警惕电子烟流向未成年人</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新华社：警惕电子烟流向未成年人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 21:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.xinhuanet.com/2021-08/04/c_1127730603.htm><strong>新华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三盘前，雾芯科技盘前短线下挫，由大涨转为跌超2%！新华社发文表示警惕电子烟流向未成年人。\n\n以下为全文\n新华社记者 白佳丽、梁姊\n“走进各大商场，总能看到几家电子烟专卖店”“不少年轻人脖子上挂着五颜六色的电子烟，时不时就吸上一口”……近年来，电子烟作为一种新兴的烟草消费品，尤其是一些电子烟标榜潮流与“健康”，在年轻人中快速走红。\n记者近期调查发现，虽然国家已明文规定各类市场主体不得向未成年人出售...</p>\n\n<a href=\"http://www.xinhuanet.com/2021-08/04/c_1127730603.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"RLX":"雾芯科技"},"source_url":"http://www.xinhuanet.com/2021-08/04/c_1127730603.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114686999","content_text":"周三盘前，雾芯科技盘前短线下挫，由大涨转为跌超2%！新华社发文表示警惕电子烟流向未成年人。\n\n以下为全文\n新华社记者 白佳丽、梁姊\n“走进各大商场，总能看到几家电子烟专卖店”“不少年轻人脖子上挂着五颜六色的电子烟，时不时就吸上一口”……近年来，电子烟作为一种新兴的烟草消费品，尤其是一些电子烟标榜潮流与“健康”，在年轻人中快速走红。\n记者近期调查发现，虽然国家已明文规定各类市场主体不得向未成年人出售电子烟，但部分裹着“绚烂外衣”的电子烟依旧在向未成年人群体渗透，一些潜藏的风险也值得警惕。\n——品牌授权店管理“松紧不一”。记者在天津、沈阳等地暗访发现，虽然几乎所有的电子烟商铺售卖柜台上都贴有“严禁向未成年人售卖电子烟”的标识，但不同店铺对未成年人购买电子烟的管理并不一致，大多数较为松散。\n“日常交易中，我们不会强制要求确认年龄。除了那种看起来明显很小的消费者，我们不敢销售之外，其他的就睁一只眼闭一只眼。”一名店铺销售人员坦言。部分商家甚至会“好心”提醒未成年消费者，可以找成年的朋友代为购买。\n——超市便利店“暗藏玄机”。除常见的电子烟品牌店外，一些开在校园周边的小超市也暗藏风险。记者调研发现，一些超市的柜台处有各种品牌的一次性电子烟出售，品名标注为“雾化棒”“雾化器”等。与市面上常见的可通过替换烟弹重复使用的电子烟不同，一次性电子烟包装简单，价格在三四十元不等，有多种颜色和口味，有的电子烟的烟杆上还有花纹和图案，十分新潮好看。\n一名在校园附近销售一次性电子烟的店员告诉记者，会有穿着中学校服的学生前来购买电子烟，一些警惕性高的中学生还会把校服外套脱掉后再进店购买。“他们应该不是有烟瘾，就是买来抽着玩。”这名店员说。\n——网络销售渠道“屡禁难绝”。从2018年开始，我国便针对电子烟行业出台了一系列监管措施，包括禁止网上销售电子烟等，2019年电子烟更是遭遇“全网下架”。记者在多个电商平台以“电子烟”“烟弹”为关键词搜索，发现已无相关结果。但是一些个人微信卖家仍然在网上进行电子烟交易。\n记者与一名售卖电子烟的微信卖家取得联系，发现在实际交易中，卖家并没有询问记者年龄，也未要求记者提供身份证明。在该卖家的朋友圈中，常会出现“美女专属”等宣传语，并配有年轻靓丽的女性吸电子烟的短视频。记者在线下门店走访也发现，大部分门店都有线上销售渠道，通过添加店铺微信就可以进行线上交易。\n今年7月，世卫组织发布了《2021年全球烟草流行情况报告》，指出尼古丁极易上瘾，对大脑发育有害，因此必须“更好地管制”电子烟，尤其要关注20岁以下吸电子烟人群。\n报告显示，目前全球多个国家和地区已采取至少一项以下措施，包括禁止在公共场所吸电子烟，禁止电子烟的广告和推广，要求在电子烟包装上标注健康警示。近年来，我国对电子烟的管控也在不断升级。今年7月，为禁止向未成年人销售电子烟，四川开出首张罚单；近日，江西也开出首张电子烟广告罚单。\n但电子烟对于未成年人健康的侵害还在继续。中国疾病预防控制中心发布的2019年中国中学生烟草调查结果显示，2019年初中学生听说过电子烟的比例为69.9%，电子烟使用率为2.7%，与2014年相比，分别上升了24.9个百分点和1.5个百分点。\n天津市律师协会未成年人保护专业委员会主任付佳说：“根据《中华人民共和国未成年人保护法》，未成年人的父母或者其他监护人不得放任、教唆未成年人吸烟，其中包含电子烟。同时，烟、酒和彩票经营者应当在显著位置设置不向未成年人销售烟、酒或者彩票的标志；对难以判明是否是未成年人的，应当要求其出示身份证件。”\n“电子烟对未成年人存在安全隐患，应进一步加大对向未成年人销售电子烟的打击力度。”付佳说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"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":3,"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","kind":"highlight","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":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4023":"应用软件","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (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","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","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","LC":"LendingClub","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GOOGL":"谷歌A","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","GOOG":"谷歌","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4543":"AI","BK4077":"互动媒体与服务","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4503":"景林资产持仓","BK4166":"消费信贷","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4551":"寇图资本持仓","MU":"美光科技","BK4538":"云计算","BK4527":"明星科技股","BK4573":"虚拟现实","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4525":"远程办公概念","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4507":"流媒体概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0444971666.USD":"天利全球科技基金","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","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD"},"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 $115,000. Meanwhile, the company seems to have conservatively reserved for losses, reserving 6.3% against all loans, with 7.2% reserved against its core unsecured consumer loan portfolio.At the same time, LendingClub's 30-day delinquencies are only around 1% right now, which is well below the 2% to 2.5% range prior to the pandemic, which itself is far below LendingClub's reserve ratios. In addition, LendingClub's balance sheet has conservative capital ratios, with a CET1 ratio of 18.3% as of last quarter, nearly 50% higher than that of most large banks.When the Fed eventually slows and/or pauses rate hikes, LendingClub's lagging rate increases will catch up with the higher cost of capital, which should reignite marketplace sales. Meanwhile, the held-for-investment portfolio could very well outperform the company's conservative reserve ratios, perhaps leading to reserve releases.The stock has sold off to just 0.8 times book value and just 5 times this year's earnings estimates. That's a valuation reflecting a bad recession already, especially for a company so conservatively reserved and with still-bright growth prospects. Once inflation comes down or the recession ends, LendingClub could very well make an upward move back toward its late 2021 highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959121675,"gmtCreate":1672932635297,"gmtModify":1676538759735,"author":{"id":"4088339035115720","authorId":"4088339035115720","name":"宇安","avatar":"https://static.tigerbbs.com/3dc75b17d99da8b073d5951dbd4a3e7a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088339035115720","authorIdStr":"4088339035115720"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ENPH\">$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":467,"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":3,"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","kind":"news","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":595,"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":3,"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","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":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":352,"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":3,"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","kind":"news","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":399,"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":3,"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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